Insight Advisors, LLC/ PA
CIK 1844880 · Holdings on Jun 30, 2024 · First reported Jul 15, 2024
Top ten holdings
Q2 2024- CAOS28.29%
- BOXX7.04%
- NVDA4.11%
- AAPL3.83%
- SPY1.90%
- AMZN1.68%
- MSFT1.61%
- DGRW1.17%
- SPDW1.15%
- VUG1.07%
Share classes counted separately51.85%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CAOSWeight decreased · -0.90 pp29.19% → 28.29%Shares +40.85K (+2.29%)
- BOXXWeight increased · +0.84 pp6.20% → 7.04%Shares +57.12K (+19.03%)
- SPYWeight increased · +0.76 pp1.14% → 1.90%Shares +7.85K (+69.81%)
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 26
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 | $154.83M | 28.29% | 1.82M shares | 29.19% → 28.29%-0.90 pp +40.85K (+2.29%) | Added | ↗▾ |
| 02 | BOXXALPHA ARCHITECT 1-3 MNTH BOXALPHA ARCH 1-3 View history and evidence | $38.51M | 7.04% | 357.18K shares | 6.20% → 7.04%+0.84 pp +57.12K (+19.03%) | Added | ↗▾ |
| 03 | NVDANVIDIA CORP View history and evidence | $22.47M | 4.11% | 181.91K shares | 3.39% → 4.11%+0.72 pp +162.58K (+840.91%) | Added | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $20.98M | 3.83% | 99.59K shares | 3.43% → 3.83%+0.40 pp -3.35K (-3.26%) | Reduced | ↗▾ |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $10.40M | 1.90% | 19.10K shares | 1.14% → 1.90%+0.76 pp +7.85K (+69.81%) | Added | ↗▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $9.18M | 1.68% | 47.51K shares | 1.68% → 1.68%+0.00 pp -366 (-0.76%) | Reduced | ↗▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $8.79M | 1.61% | 19.65K shares | 1.60% → 1.61%+0.01 pp +105 (+0.54%) | Added | ↗▾ |
| 08 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $6.42M | 1.17% | 82.21K shares | 1.08% → 1.17%+0.09 pp +9.01K (+12.31%) | Added | ↗▾ |
| 09 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $6.27M | 1.15% | 178.69K shares | 0.89% → 1.15%+0.26 pp +51.46K (+40.45%) | Added | ↗▾ |
| 10 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $5.86M | 1.07% | 15.67K shares | 1.05% → 1.07%+0.02 pp +4 (+0.03%) | Added | ↗▾ |
Options overlay 4
$6.36M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | Put | 5.40K | $2.20M | +5.40K | ▾ |
GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | Put | 10.70K | $1.96M | +10.70K | ▾ |
AAPLAPPLE INC View history and evidence | Put | 7.90K | $1.66M | 0 (0.00%) | ▾ |
3 / 4 options · preview only
Exited positions 21
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Call | -5,100 | -$4.61M | SEC filing ↗ | SEC filing ↗ |
| ADP AUTOMATIC DATA PROCESSING | Non-derivative | -5,860 | -$1.46M | SEC filing ↗ | SEC filing ↗ |
| PRU PRUDENTIAL FINANCIAL INC | Non-derivative | -5,657 | -$664.13K | SEC filing ↗ | SEC filing ↗ |
3 / 21 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 2024-06-30
Data loaded 2026-09-23 · First reported 2024-07-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 553654970
}Research all 289 reported holdings.
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