Insight Advisors, LLC/ PA
CIK 1844880 · Holdings on Sep 30, 2024 · First reported Oct 15, 2024
Top ten holdings
Q3 2024- CAOS27.55%
- BOXX6.64%
- AAPL3.91%
- NVDA3.63%
- SPY2.26%
- AMZN1.56%
- DGRW1.46%
- MSFT1.45%
- QGRW1.33%
- AGGY1.24%
Share classes counted separately51.03%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CAOSWeight decreased · -0.74 pp28.29% → 27.55%Shares +5.02K (+0.28%)
- IHDGWeight increased · +0.69 pp0.11% → 0.80%Shares +87.42K (+681.49%)
- NVDAWeight decreased · -0.48 pp4.11% → 3.63%Shares -10.20K (-5.60%)
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 25
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 | $158.19M | 27.55% | 1.83M shares | 28.29% → 27.55%-0.74 pp +5.02K (+0.28%) | Added | ↗▾ |
| 02 | BOXXALPHA ARCHITECT 1-3 MNTH BOXALPHA ARCH 1-3 View history and evidence | $38.13M | 6.64% | 350.02K shares | 7.04% → 6.64%-0.40 pp -7.16K (-2.00%) | Reduced | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $22.48M | 3.91% | 96.47K shares | 3.83% → 3.91%+0.08 pp -3.13K (-3.14%) | Reduced | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $20.85M | 3.63% | 171.72K shares | 4.11% → 3.63%-0.48 pp -10.20K (-5.60%) | Reduced | ↗▾ |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $12.96M | 2.26% | 22.59K shares | 1.90% → 2.26%+0.36 pp +3.48K (+18.24%) | Added | ↗▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $8.95M | 1.56% | 48.02K shares | 1.68% → 1.56%-0.12 pp +512 (+1.08%) | Added | ↗▾ |
| 07 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $8.39M | 1.46% | 100.86K shares | 1.17% → 1.46%+0.29 pp +18.66K (+22.69%) | Added | ↗▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $8.30M | 1.45% | 19.29K shares | 1.61% → 1.45%-0.16 pp -361 (-1.84%) | Reduced | ↗▾ |
| 09 | QGRWWISDOMTREE US QUALITY GROWTHUS QUALITY GROW View history and evidence | $7.62M | 1.33% | 167.12K shares | 0.99% → 1.33%+0.34 pp +46.38K (+38.42%) | Added | ↗▾ |
| 10 | AGGYWISDOMTREE YIELD ENHANCED USYIELD ENHANCD US View history and evidence | $7.11M | 1.24% | 158.96K shares | 1.05% → 1.24%+0.19 pp +24.86K (+18.54%) | Added | ↗▾ |
Options overlay 7
$5.90M 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 | $2.49M | 0 (0.00%) | ▾ |
GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | Put | 10.70K | $1.79M | 0 (0.00%) | ▾ |
BACBANK OF AMERICA CORP View history and evidence | Put | 13.60K | $539.65K | 0 (0.00%) | ▾ |
3 / 7 options · preview only
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AAPL APPLE INC | Put | -7,900 | -$1.66M | SEC filing ↗ | SEC filing ↗ |
| SMCI SUPER MICRO COMPUTER INC | Non-derivative | -499 | -$408.86K | SEC filing ↗ | SEC filing ↗ |
| PDD PDD HOLDINGS INC | Non-derivative | -2,925 | -$388.88K | SEC filing ↗ | SEC filing ↗ |
3 / 10 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 2024-09-30
Data loaded 2026-09-23 · First reported 2024-10-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 580157287
}Research all 300 reported holdings.
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