Filed: 12/12/2022ACC: 0001085146-22-004251
📋 What this filing means
INSIGHT ADVISORS, LLC/ PA filed this quarterly 13F‑HR report disclosing 283 equity positions with a total reported market value of $254.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
283
Positions
$254.5K
Total AUM (reported)
4.81M
Total Shares
Allocation by class
COM$98.5K38.7%
SHS$5.2K2.0%
DIV APP ETF$4.8K1.9%
S&P MDCP 400 DIV$4.1K1.6%
CAP STK CL A$4.0K1.6%
S&P 500 DV ARIST$4.0K1.6%
RUSS 2000 DIVD$3.8K1.5%
Portfolio Concentration
Top 3$28.9K11.3%
4–10$29.8K11.7%
11–25$43.7K17.2%
Rest$152.1K59.8%
Top 3 weight
11.3%
Top 10 weight
23.1%
Voting Authority Distribution
Total shares with voting rights: 4.81M
Sole
Full voting authority
4.81M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole283
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings283
Rows:
APPLE INC
SOLEShares117.82K
TypeSH
Market value$16.3K
6.40%
Sole
117.82K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares66.11K
TypeSH
Market value$7.5K
2.94%
Sole
66.11K
Shared
0.00
None
0.00
TESLA INC
SOLEShares19.22K
TypeSH
Market value$5.1K
2.00%
Sole
19.22K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares35.29K
TypeSH
Market value$4.8K
1.87%
Sole
35.29K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares20.06K
TypeSH
Market value$4.7K
1.84%
Sole
20.06K
Shared
0.00
None
0.00
FIRST TR VALUE LINE DIVID IN
SOLEShares123.88K
TypeSH
Market value$4.4K
1.74%
Sole
123.88K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares63.87K
TypeSH
Market value$4.1K
1.62%
Sole
63.87K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares42.27K
TypeSH
Market value$4.0K
1.59%
Sole
42.27K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares50.15K
TypeSH
Market value$4.0K
1.58%
Sole
50.15K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares67.97K
TypeSH
Market value$3.8K
1.48%
Sole
67.97K
Shared
0.00
None
0.00
BARCLAYS BANK PLC
SOLEShares112.66K
TypeSH
Market value$3.7K
1.46%
Sole
112.66K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares16.08K
TypeSH
Market value$3.4K
1.35%
Sole
16.08K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares57.77K
TypeSH
Market value$3.4K
1.35%
Sole
57.77K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares89.05K
TypeSH
Market value$3.4K
1.34%
Sole
89.05K
Shared
0.00
None
0.00
FIRST TR EXCH TRADED FD III
SOLEShares68.76K
TypeSH
Market value$3.2K
1.27%
Sole
68.76K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares59.13K
TypeSH
Market value$3.2K
1.25%
Sole
59.13K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares33.87K
TypeSH
Market value$2.9K
1.15%
Sole
33.87K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares23.21K
TypeSH
Market value$2.8K
1.11%
Sole
23.21K
Shared
0.00
None
0.00
SELECTIVE INS GROUP INC
SOLEShares33.99K
TypeSH
Market value$2.8K
1.09%
Sole
33.99K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares142.58K
TypeSH
Market value$2.6K
1.02%
Sole
142.58K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares46.13K
TypeSH
Market value$2.6K
1.01%
Sole
46.13K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares57.55K
TypeSH
Market value$2.5K
1.00%
Sole
57.55K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares95.58K
TypeSH
Market value$2.4K
0.95%
Sole
95.58K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares70.41K
TypeSH
Market value$2.4K
0.95%
Sole
70.41K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares18.66K
TypeSH
Market value$2.3K
0.91%
Sole
18.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 117.82K | SH | $16.3K 6.40% | 117.82K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 66.11K | SH | $7.5K 2.94% | 66.11K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 19.22K | SH | $5.1K 2.00% | 19.22K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 35.29K | SH | $4.8K 1.87% | 35.29K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 20.06K | SH | $4.7K 1.84% | 20.06K | 0.00 | 0.00 |
FIRST TR VALUE LINE DIVID INSOLE | SHS | 123.88K | SH | $4.4K 1.74% | 123.88K | 0.00 | 0.00 |
PROSHARES TRSOLE | S&P MDCP 400 DIV | 63.87K | SH | $4.1K 1.62% | 63.87K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 42.27K | SH | $4.0K 1.59% | 42.27K | 0.00 | 0.00 |
PROSHARES TRSOLE | S&P 500 DV ARIST | 50.15K | SH | $4.0K 1.58% | 50.15K | 0.00 | 0.00 |
PROSHARES TRSOLE | RUSS 2000 DIVD | 67.97K | SH | $3.8K 1.48% | 67.97K | 0.00 | 0.00 |
BARCLAYS BANK PLCSOLE | DJUBS CMDT ETN36 | 112.66K | SH | $3.7K 1.46% | 112.66K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 16.08K | SH | $3.4K 1.35% | 16.08K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR ENH NEW | 57.77K | SH | $3.4K 1.35% | 57.77K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US LARGECAP FUND | 89.05K | SH | $3.4K 1.34% | 89.05K | 0.00 | 0.00 |
FIRST TR EXCH TRADED FD IIISOLE | LNG/SHT EQUITY | 68.76K | SH | $3.2K 1.27% | 68.76K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 59.13K | SH | $3.2K 1.25% | 59.13K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 33.87K | SH | $2.9K 1.15% | 33.87K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 23.21K | SH | $2.8K 1.11% | 23.21K | 0.00 | 0.00 |
SELECTIVE INS GROUP INCSOLE | COM | 33.99K | SH | $2.8K 1.09% | 33.99K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | FT CBOE VEST GLD | 142.58K | SH | $2.6K 1.02% | 142.58K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 46.13K | SH | $2.6K 1.01% | 46.13K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | SENIOR LN FD | 57.55K | SH | $2.5K 1.00% | 57.55K | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFLI TIPS ETF | 95.58K | SH | $2.4K 0.95% | 95.58K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US MULTIFACTOR | 70.41K | SH | $2.4K 0.95% | 70.41K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 18.66K | SH | $2.3K 0.91% | 18.66K | 0.00 | 0.00 |
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