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Matt McInerney

@Insight Advisors, Llc Pa

Latest period2024 - Q3ReportedManaged Assets$580.157MTotal holdings293
Assets growth rate4.79%Assets growth rate (2-Q avg)5.53%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Insight Advisors, Llc Pa's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 293 positions.

Assets under management

The assets under management (AUM) of Insight Advisors, Llc Pa over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 580.157M in assets, with a quarterly growth rate of 4.79% and a 2-quarter average growth rate of 5.53%. The portfolio is managed by Matt McInerney, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BOXXEa Series Trust
Recent Activity
Decreased -2%
6.58%
$38.129M
350,025 shares@ $108.94 avg price
AAPLApple Inc
Recent Activity
Decreased -10.26%
3.88%
$22.477M
96,465 shares@ $233.01 avg price
NVDANvidia Corporation
Recent Activity
Decreased -4.56%
3.64%
$21.084M↓ Put
173,619 shares@ $121.45 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.83%
1.44%
$8.304M
19,292 shares@ $430.43 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.37%
1.12%
$6.442M↓ Put
13,997 shares@ $460.27 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -10.9%
1.04%
$5.98M
159,203 shares@ $37.56 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.47%
0.73%
$4.22M
25,444 shares@ $165.88 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -6.73%
0.72%
$4.13M
71,423 shares@ $57.83 avg price
CALFPacer Fds Tr
Recent Activity
Decreased -3.21%
0.63%
$3.606M
77,513 shares@ $46.53 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -20.86%
0.54%
$3.084M
15,570 shares@ $198.08 avg price