Insight Advisors, LLC/ PA
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Insight Advisors, LLC/ PA reported 283 stock positions worth $583.8 million. Its top holding was Alpha Architect Tail Risk (CAOS) at 28.7% of the portfolio, followed by Alpha Architect 1-3 MNTH Box (BOXX, 5.0%) and Apple (AAPL, 4.1%). Compared with Q3 2024, it opened 10 new positions, sold out of 20, added to 102 and reduced 146. The biggest buy was Alpha Architect Tail Risk (CAOS, shares +5%) and the biggest sale Alpha Architect 1-3 MNTH Box (BOXX, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- Newtown, PA
- CIK
- 0001844880
- Portfolio Value
- $583.8M (Q4 2024)
- SEC Filing
- 0001172661-25-000365 ↗ filed Jan 27, 2025
Holdings Value
Holdings 283 stocks · $583.8M
| CAOS Alpha Architect Tail Risk | 28.71% | 1,918,314 | $167.6M | Add +4.9% |
| BOXX Alpha Architect 1-3 MNTH Box | 5.01% | 265,154 | $29.2M | Reduce -24.3% |
| AAPL Apple Inc. | 4.10% | 94,985 | $24.0M | Reduce -1.5% |
| NVDA Nvidia Corp. | 3.93% | 167,072 | $23.0M | Reduce -2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.83% | 28,130 | $16.5M | Add +24.5% |
| AMZN Amazon.com Inc. | 1.84% | 48,478 | $10.7M | Add +0.9% |
| QGRW Wisdomtree US Quality Growth | 1.69% | 198,351 | $9.9M | Add +18.7% |
| DGRW Wisdomtree U.S. Quality Divi | 1.52% | 109,704 | $8.9M | Add +8.8% |
| AGGY Wisdomtree Yield Enhanced US | 1.41% | 192,221 | $8.3M | Add +20.9% |
| MSFT Microsoft Corp. | 1.37% | 18,804 | $8.0M | Reduce -2.5% |
| AVGO Broadcom Inc. | 1.33% | 33,003 | $7.8M | Reduce -1.2% |
| USMF Wisdomtree US Multifactor Fu | 1.24% | 145,596 | $7.2M | Add +6.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.03% | 176,694 | $6.0M | Add +11.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.03% | 14,518 | $6.0M | Reduce -7.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.03% | 11,652 | $6.0M | Add +25.3% |
| FTSM First Trust Enh Short Mat FD | 0.97% | 94,605 | $5.7M | Reduce -2.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.95% | 109,367 | $5.6M | Reduce -12.4% |
| IHDG Wisdomtree International Hed | 0.89% | 119,506 | $5.2M | Add +19.2% |
| GOOGL Alphabet Inc. Class A | 0.83% | 25,448 | $4.9M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.81% | 8,757 | $4.7M | Add +5.7% |
| SCHD Schwab US DVD Equity ETF | 0.78% | 168,054 | $4.6M | Add +14.7% |
| IVV iShares Core S&P 500 ETF | 0.68% | 6,747 | $4.0M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 8,316 | $3.8M | Reduce -3.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.64% | 66,479 | $3.7M | Reduce -6.9% |
| TSLA Tesla Inc. | 0.64% | 8,897 | $3.7M | Reduce -8.6% |
| JPST JPMorgan Ultra-Short Income | 0.61% | 70,615 | $3.6M | Reduce -11.1% |
| GOOG Alphabet Inc. Class C | 0.59% | 17,920 | $3.5M | Add +0.7% |
| MTGP Wisdomtree Mtge Plus Bond | 0.58% | 78,607 | $3.4M | Add +24.8% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.56% | 75,183 | $3.3M | Reduce -3.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.56% | 19,216 | $3.2M | Reduce -2.6% |
| VGT Vanguard Info Tech ETF | 0.54% | 5,043 | $3.2M | Add +1.4% |
| COST Costco Wholesale Corp. | 0.52% | 3,285 | $3.0M | Add +0.2% |
| SIGI Selective Insurance Group | 0.48% | 29,805 | $2.8M | No change |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.46% | 87,131 | $2.7M | Add +7.0% |
| IGLD FT Vest Gold Strategy Target | 0.44% | 137,374 | $2.6M | Reduce -4.5% |
| BX Blackstone Inc. | 0.44% | 14,807 | $2.5M | Reduce -2.3% |
| FSIG FT Ltd. Duration Inv Grade | 0.42% | 131,320 | $2.5M | Reduce -2.1% |
| IJH iShares Core S&P Midcap ETF | 0.42% | 39,824 | $2.5M | Add +13.2% |
| VIG Vanguard Dividend Apprec ETF | 0.42% | 12,432 | $2.4M | Reduce -20.1% |
| MRK Merck & Co. Inc. | 0.41% | 24,299 | $2.4M | Reduce -1.9% |
| ICOW Pacer Developed Markets Inte | 0.40% | 80,937 | $2.4M | Add +22.5% |
| NFLX Netflix Inc. | 0.40% | 2,584 | $2.3M | Add +1.4% |
| DGRO iShares Core Dividend Growth | 0.40% | 37,913 | $2.3M | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 0.38% | 3,731 | $2.2M | Add +2.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.37% | 8,560 | $2.2M | Reduce -0.2% |
| TLH iShares 10-20 Year Treasury | 0.37% | 21,770 | $2.2M | Add +24.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.35% | 7,376 | $2.1M | Reduce -1.2% |
| DGS Wisdomtree Em Small Cap | 0.34% | 40,723 | $2.0M | Add +9.0% |
| EES Wisdomtree US Smallcap Fund | 0.34% | 36,692 | $2.0M | Add +1.5% |
| AMD Advanced Micro Devices | 0.34% | 16,086 | $2.0M | Add +6.7% |
| DXJ Wisdomtree Japan Hedged Eq | 0.32% | 16,997 | $1.9M | Add +20.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.31% | 26,192 | $1.8M | Add +20.3% |
| AXP American Express Co. | 0.31% | 6,008 | $1.8M | Reduce -2.3% |
| PANW Palo Alto Networks Inc. | 0.31% | 9,692 | $1.8M | Add +3.4% |
| IVW iShares S&P 500 Growth ETF | 0.29% | 16,718 | $1.7M | Add +1.2% |
| WFC Wells Fargo & Co. | 0.29% | 23,948 | $1.7M | Reduce -0.3% |
| SPIB SS SPDR P Int C Corp. ETF | 0.28% | 50,408 | $1.7M | Reduce -1.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.28% | 10,093 | $1.6M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.27% | 11,023 | $1.6M | Reduce -1.5% |
| WMT Walmart Inc. | 0.27% | 17,292 | $1.6M | Reduce -13.6% |
| USFR Wisdomtree Floating Rate Tre | 0.26% | 29,691 | $1.5M | Add +16.8% |
| PG The Procter & Gamble Co. | 0.26% | 8,925 | $1.5M | Add +0.2% |
| CWH Camping World Holdings Inc. Class A | 0.25% | 70,222 | $1.5M | Reduce -2.6% |
| HD Home Depot Inc. | 0.25% | 3,751 | $1.5M | Reduce -0.4% |
| QHY Wisdomtree US High Yield Cor | 0.25% | 32,256 | $1.5M | Add +20.1% |
| PEG Public Service Enterprise GP | 0.25% | 17,008 | $1.4M | Reduce -0.1% |
| ONEO SS SPDR R1000 Mom Foc ETF | 0.23% | 11,070 | $1.3M | Reduce -2.1% |
| AGZ iShares Agency Bond ETF | 0.22% | 12,151 | $1.3M | Add +27.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.21% | 3,616 | $1.3M | Reduce -1.5% |
| INTC Intel Corp. | 0.21% | 61,013 | $1.2M | Reduce -17.6% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.21% | 27,962 | $1.2M | Reduce -2.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 5,405 | $1.2M | Reduce -2.5% |
| FALN iShares Fallen Angels ETF | 0.20% | 44,551 | $1.2M | Add +2.2% |
| SMLV SS SPDR US SC Low Vol Idx | 0.20% | 9,312 | $1.2M | Reduce -5.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.20% | 5,859 | $1.2M | Reduce -0.1% |
| PAVE Global X US Infrastructure | 0.20% | 28,335 | $1.1M | Add +2.7% |
| SCHG Schwab US Large-Cap Growth | 0.20% | 40,510 | $1.1M | Reduce -31.4% |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 6,483 | $1.1M | Reduce -0.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.19% | 15,815 | $1.1M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 0.19% | 4,723 | $1.1M | Add +0.5% |
| VOOG Vanguard S&P 500 Growth ETF | 0.19% | 3,055 | $1.1M | Reduce -1.2% |
| IWF iShares Russell 1000 Growth | 0.19% | 2,702 | $1.1M | Add +4.9% |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.19% | 38,152 | $1.1M | Add +15.1% |
| PHYS Sprott Physical Gold Trust | 0.19% | 54,122 | $1.1M | Reduce -2.3% |
| AOA iShares Core 80/20 Aggressiv | 0.17% | 13,231 | $1.0M | Reduce -1.6% |
| EPS Wisdomtree US Large Cap Fund | 0.17% | 16,252 | $997K | Reduce -36.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 22,552 | $990K | Reduce -0.6% |
| FV First Trust DW Focus 5 Fund | 0.16% | 15,620 | $926K | Reduce -17.6% |
| PEP Pepsico Inc. | 0.16% | 6,074 | $921K | Reduce -4.3% |
| NOBL Proshares S&P 500 Dividend A | 0.16% | 9,253 | $918K | Reduce -33.1% |
| RDVI FT Vest Rising Dividend Achi | 0.15% | 37,454 | $905K | Add +18.6% |
| XOM Exxon Mobil Corp. | 0.15% | 8,522 | $901K | Add +0.6% |
| FBND Fidelity Total Bond ETF | 0.15% | 19,479 | $875K | Add +28.8% |
| BUG Global X Cybersecurity ETF | 0.15% | 26,730 | $860K | Reduce -19.4% |
| SPLB SS SPDR P Long Term C ETF | 0.15% | 38,427 | $858K | Add +0.6% |
| SPTI SS SPDR P Int Term TSY ETF | 0.15% | 30,532 | $852K | Add +2.1% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.14% | 14,726 | $840K | Add +1.2% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 7,126 | $819K | Add +3.1% |
| MCD McDonald's Corp. | 0.14% | 2,754 | $798K | Reduce -3.0% |
| DON Wisdomtree US Midcap Dividen | 0.13% | 15,467 | $786K | Reduce -27.5% |
Options reported separately and not counted above: BRK.B puts ($2.4M), GOOGL puts ($2.0M), AAPL puts ($1.8M), NFLX puts ($891K), BAC puts ($598K), AMGN puts ($339K), RTX puts ($278K), NVDA puts ($255K), MRK puts ($129K).
Portfolio Sells Q3 2024 → Q4 2024
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -24.3% | 5.01% | −1.63 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.28 |
| JMST JPM Ultra-Short Muni Income | Reduce -12.4% | 0.95% | −0.16 |
| SPIP SS SPDR P Tips ETF | Reduce -71.3% | 0.05% | −0.13 |
| VIG Vanguard Dividend Apprec ETF | Reduce -20.1% | 0.42% | −0.12 |
| NOBL Proshares S&P 500 Dividend A | Reduce -33.1% | 0.16% | −0.10 |
| IGLD FT Vest Gold Strategy Target | Reduce -4.5% | 0.44% | −0.10 |
| EPS Wisdomtree US Large Cap Fund | Reduce -36.2% | 0.17% | −0.10 |
| INTC Intel Corp. | Reduce -17.6% | 0.21% | −0.10 |
| JPST JPMorgan Ultra-Short Income | Reduce -11.1% | 0.61% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -1.9% | 0.41% | −0.08 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -6.9% | 0.64% | −0.08 |
| MSFT Microsoft Corp. | Reduce -2.5% | 1.37% | −0.08 |
| SCHG Schwab US Large-Cap Growth | Reduce -31.4% | 0.20% | −0.07 |
| DRIV Global X Autonomous&elec-ETF | Sold out | 0.00% | −0.06 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -3.0% | 0.56% | −0.06 |
| VIGI Vanguard Int Div App Indx FD | Reduce -36.6% | 0.08% | −0.06 |
| EDIV State Street SPDR S&P Emergi | Reduce -47.9% | 0.05% | −0.06 |
| SNSR Global X Internet of Things | Sold out | 0.00% | −0.06 |
| DON Wisdomtree US Midcap Dividen | Reduce -27.5% | 0.13% | −0.06 |
| CWH Camping World Holdings Inc. Class A | Reduce -2.6% | 0.25% | −0.05 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -23.0% | 0.11% | −0.05 |
| EBIZ Global X E-Commerce ETF | Sold out | 0.00% | −0.05 |
| FTLS First Trust Long/Short Eqty | Reduce -29.0% | 0.13% | −0.05 |
| VDE Vanguard Energy ETF | Sold out | 0.00% | −0.05 |
| FTSM First Trust Enh Short Mat FD | Reduce -2.7% | 0.97% | −0.05 |
| JNJ Johnson & Johnson | Reduce -1.5% | 0.27% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 0.64% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.6% | 0.56% | −0.04 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.04 |
| CI The Cigna Group | Sold out | 0.00% | −0.04 |
| GAUG FT Vest US Equity Moderate B | Sold out | 0.00% | −0.04 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.04 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.04 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.04 |
| BCO The Brink's Co. | Sold out | 0.00% | −0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.04 |
| RACE Ferrari NV | Sold out | 0.00% | −0.04 |
| VPL Vanguard Ftse Pacific ETF | Sold out | 0.00% | −0.04 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.04 |
| DJP Ipath Bloomberg Commodity Inc. | Reduce -32.2% | 0.07% | −0.04 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.04 |
| FUTY Fidelity MSCI US Utilities | Sold out | 0.00% | −0.04 |
| DWMF Wisdomtree International Mul | Reduce -26.8% | 0.07% | −0.03 |
| FV First Trust DW Focus 5 Fund | Reduce -17.6% | 0.16% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -3.6% | 0.12% | −0.03 |
| BUG Global X Cybersecurity ETF | Reduce -19.4% | 0.15% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -8.7% | 0.11% | −0.03 |
| FINX Global X Fintech ETF | Reduce -30.7% | 0.10% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| CAOS Alpha Architect Tail Risk | Add +4.9% | 28.71% | +1.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +24.5% | 2.83% | +0.58 |
| QGRW Wisdomtree US Quality Growth | Add +18.7% | 1.69% | +0.36 |
| AMZN Amazon.com Inc. | Add +0.9% | 1.84% | +0.28 |
| QQQ Invesco QQQ Trust Series 1 | Add +25.3% | 1.03% | +0.24 |
| AGGY Wisdomtree Yield Enhanced US | Add +20.9% | 1.41% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 0.83% | +0.10 |
| RS Reliance Inc. | New | 0.10% | +0.10 |
| IHDG Wisdomtree International Hed | Add +19.2% | 0.89% | +0.09 |
| MTGP Wisdomtree Mtge Plus Bond | Add +24.8% | 0.58% | +0.09 |
| NFLX Netflix Inc. | Add +1.4% | 0.40% | +0.08 |
| USMF Wisdomtree US Multifactor Fu | Add +6.7% | 1.24% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +0.7% | 0.59% | +0.07 |
| SCHD Schwab US DVD Equity ETF | Add +14.7% | 0.78% | +0.06 |
| BLK BlackRock Inc. | New | 0.06% | +0.06 |
| DXJ Wisdomtree Japan Hedged Eq | Add +20.6% | 0.32% | +0.06 |
| DGRW Wisdomtree U.S. Quality Divi | Add +8.8% | 1.52% | +0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +20.3% | 0.31% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +5.7% | 0.81% | +0.05 |
| AGNG GLB X Aging Population ETF | New | 0.05% | +0.05 |
| NEUBERGER BERMAN ETF TRUST | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.04% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +13.2% | 0.42% | +0.04 |
| AGZ iShares Agency Bond ETF | Add +27.9% | 0.22% | +0.04 |
| TLH iShares 10-20 Year Treasury | Add +24.6% | 0.37% | +0.04 |
| ICOW Pacer Developed Markets Inte | Add +22.5% | 0.40% | +0.04 |
| GBTC Grayscale Bitcoin Trust ETF | Add +1.2% | 0.12% | +0.04 |
| EMSF Matthews Em Sustainable | New | 0.04% | +0.04 |
| VOX Vanguard Communication Servi | New | 0.04% | +0.04 |
| QTUM Defiance Quantum ETF | Add +16.5% | 0.11% | +0.04 |
| ORLY O'reilly Automotive Inc. | New | 0.04% | +0.04 |
| BIZD Vaneck BDC Income ETF | New | 0.03% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.03% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +1.4% | 0.54% | +0.03 |
| QHY Wisdomtree US High Yield Cor | Add +20.1% | 0.25% | +0.03 |
| USFR Wisdomtree Floating Rate Tre | Add +16.8% | 0.26% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +35.0% | 0.08% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +19.9% | 0.07% | +0.03 |
| FBND Fidelity Total Bond ETF | Add +28.8% | 0.15% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +3.4% | 0.31% | +0.03 |
| ARKF ARK Blockchain & Fintech Inn | Add +5.8% | 0.11% | +0.03 |
| WTAI Wisdomtree AI and Innovation | Add +23.3% | 0.09% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.19% | +0.02 |
| MRVL Marvell Technology Inc. | Add +0.1% | 0.06% | +0.02 |
| RDVI FT Vest Rising Dividend Achi | Add +18.6% | 0.15% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +4.9% | 0.19% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +1.2% | 0.29% | +0.02 |
| META Meta Platforms Inc. Class A | Add +2.7% | 0.38% | +0.02 |
| RH RH | Add +2.3% | 0.10% | +0.02 |
| WCLD Wisdomtree Cloud Computing | Add +19.2% | 0.05% | +0.01 |
Options Activity Q3 2024 → Q4 2024
| GOOGL Alphabet Inc. Class A | put | New | 10,700 | $2.0M |
| AAPL Apple Inc. | put | New | 7,200 | $1.8M |
| GOOG Alphabet Inc. Class C | put | Sold out | 10,700 | $1.8Mbefore exit |
| NFLX Netflix Inc. | put | New | 1,000 | $891K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 241 | $567.3M | ATTR, CAOS, BOXX, SPY, NVDA |
| Q1 2026 | 242 | $525.5M | ATTR, CAOS, BOXX, SPY, NVDA |
| Q4 2025 | 282 | $660.0M | ATTR, CAOS, BOXX, NVDA, SPY |
| Q3 2025 | 284 | $652.8M | CAOS, BOXX, NVDA, SPY, AAPL |
| Q2 2025 | 280 | $620.3M | CAOS, BOXX, NVDA, SPY, AAPL |
| Q1 2025 | 275 | $570.8M | CAOS, BOXX, AAPL, NVDA, SPY |
| Q4 2024 | 283 | $583.8M | CAOS, BOXX, AAPL, NVDA, SPY |
| Q3 2024 | 293 | $574.3M | CAOS, BOXX, AAPL, NVDA, SPY |
| Q2 2024 | 285 | $547.3M | CAOS, BOXX, NVDA, AAPL, SPY |
| Q1 2024 | 295 | $515.1M | CAOS, BOXX, AAPL, NVDA, AMZN |