Insight Advisors, LLC/ PA
CIK 1844880 · Holdings on Dec 31, 2024 · First reported Jan 27, 2025
Top ten holdings
Q4 2024- CAOS28.71%
- BOXX5.01%
- AAPL4.10%
- NVDA3.93%
- SPY2.83%
- AMZN1.84%
- QGRW1.69%
- DGRW1.52%
- AGGY1.41%
- MSFT1.37%
Share classes counted separately52.41%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BOXXWeight decreased · -1.63 pp6.64% → 5.01%Shares -84.87K (-24.25%)
- CAOSWeight increased · +1.16 pp27.55% → 28.71%Shares +88.96K (+4.86%)
- SPYWeight increased · +0.57 pp2.26% → 2.83%Shares +5.54K (+24.54%)
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 | $167.58M | 28.71% | 1.92M shares | 27.55% → 28.71%+1.16 pp +88.96K (+4.86%) | Added | ↗▾ |
| 02 | BOXXALPHA ARCHITECT 1-3 MNTH BOXALPHA ARCH 1-3 View history and evidence | $29.22M | 5.01% | 265.15K shares | 6.64% → 5.01%-1.63 pp -84.87K (-24.25%) | Reduced | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $23.96M | 4.10% | 94.98K shares | 3.91% → 4.10%+0.19 pp -1.48K (-1.53%) | Reduced | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $22.97M | 3.93% | 167.07K shares | 3.63% → 3.93%+0.30 pp -4.65K (-2.71%) | Reduced | ↗▾ |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $16.55M | 2.83% | 28.13K shares | 2.26% → 2.83%+0.57 pp +5.54K (+24.54%) | Added | ↗▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $10.73M | 1.84% | 48.48K shares | 1.56% → 1.84%+0.28 pp +457 (+0.95%) | Added | ↗▾ |
| 07 | QGRWWISDOMTREE US QUALITY GROWTHUS QUALITY GROW View history and evidence | $9.86M | 1.69% | 198.35K shares | 1.33% → 1.69%+0.36 pp +31.23K (+18.69%) | Added | ↗▾ |
| 08 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $8.88M | 1.52% | 109.70K shares | 1.46% → 1.52%+0.06 pp +8.84K (+8.77%) | Added | ↗▾ |
| 09 | AGGYWISDOMTREE YIELD ENHANCED USYIELD ENHANCD US View history and evidence | $8.25M | 1.41% | 192.22K shares | 1.24% → 1.41%+0.17 pp +33.26K (+20.92%) | Added | ↗▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $7.99M | 1.37% | 18.80K shares | 1.45% → 1.37%-0.08 pp -488 (-2.53%) | Reduced | ↗▾ |
Options overlay 9
$8.77M 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 | $2.45M | 0 (0.00%) | ▾ |
GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | Put | 10.70K | $2.03M | +10.70K | ▾ |
AAPLAPPLE INC View history and evidence | Put | 7.20K | $1.80M | +7.20K | ▾ |
3 / 9 options · preview only
Exited positions 21
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GOOG ALPHABET INC-CL C | Put | -10,700 | -$1.79M | SEC filing ↗ | SEC filing ↗ |
| PFE PFIZER INC | Non-derivative | -55,678 | -$1.61M | SEC filing ↗ | SEC filing ↗ |
| DRIV GLOBAL X AUTONOMOUS&ELEC-ETF | Non-derivative | -15,529 | -$364.62K | 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 592546480
}Research all 292 reported holdings.
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