Insight Advisors, LLC/ PA
CIK 1844880 · Holdings on Dec 31, 2023 · First reported Jan 23, 2024
Top ten holdings
Q4 2023- CAOS31.52%
- BOXX6.26%
- AAPL4.27%
- NVDA2.05%
- AMZN1.45%
- MSFT1.41%
- VIG1.24%
- FTSM1.22%
- COWZ1.07%
- SPY1.06%
Share classes counted separately51.55%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CAOSWeight decreased · -1.37 pp32.89% → 31.52%Shares +27.87K (+1.58%)
- SPYWeight increased · +0.45 pp0.61% → 1.06%Shares +4.25K (+67.71%)
- DGROWeight increased · +0.37 pp0.14% → 0.51%Shares +31.84K (+250.34%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CAOSALPHA ARCHITECT TAIL RISKALPHA ARCHITECT View history and evidence | $149.08M | 31.52% | 1.79M shares | 32.89% → 31.52%-1.37 pp +27.87K (+1.58%) | Added | ↗▾ |
| 02 | BOXXALPHA ARCHITECT 1-3 MNTH BOXALPHA ARCH 1-3 View history and evidence | $29.60M | 6.26% | 281.51K shares | 6.21% → 6.26%+0.05 pp +20.02K (+7.66%) | Added | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $20.19M | 4.27% | 104.85K shares | 4.09% → 4.27%+0.18 pp +549 (+0.53%) | Added | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $9.69M | 2.05% | 19.56K shares | 1.85% → 2.05%+0.20 pp +1.03K (+5.56%) | Added | ↗▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $6.88M | 1.45% | 45.27K shares | 1.29% → 1.45%+0.16 pp +998 (+2.25%) | Added | ↗▾ |
| 06 | MSFTMICROSOFT CORP View history and evidence | $6.69M | 1.41% | 17.79K shares | 1.28% → 1.41%+0.13 pp +49 (+0.28%) | Added | ↗▾ |
| 07 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $5.85M | 1.24% | 34.30K shares | 1.23% → 1.24%+0.01 pp -134 (-0.39%) | Reduced | ↗▾ |
| 08 | FTSMFIRST TRUST ENH SHORT MAT FDFIRST TR ENH NEW View history and evidence | $5.78M | 1.22% | 96.80K shares | 1.31% → 1.22%-0.09 pp +505 (+0.52%) | Added | ↗▾ |
| 09 | COWZPACER US CASH COWS 100 ETFUS CASH COWS 100 View history and evidence | $5.08M | 1.07% | 97.75K shares | 0.86% → 1.07%+0.21 pp +22.07K (+29.16%) | Added | ↗▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $5.00M | 1.06% | 10.52K shares | 0.61% → 1.06%+0.45 pp +4.25K (+67.71%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 12
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| INTC INTEL CORP | Non-derivative | -53,500 | -$1.90M | SEC filing ↗ | SEC filing ↗ |
| SMDV PROSHRS RSL 2000 DVD GRW ETF | Non-derivative | -27,219 | -$1.54M | SEC filing ↗ | SEC filing ↗ |
| AVGO BROADCOM INC | Put | -1,200 | -$996.70K | SEC filing ↗ | SEC filing ↗ |
3 / 12 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1844880 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 472942449
}Research all 284 reported holdings.
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