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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
INTCIntel Corp
Recent Activity
New Position
0.3%
$1.738M
74,084 shares@ $23.47 avg price
DXJWisdomtree Tr
Recent Activity
New Position
0.26%
$1.494M
14,098 shares@ $106.0 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.05%
$277,884
7,470 shares@ $37.2 avg price
NOWServicenow Inc
Recent Activity
New Position
0.04%
$227,175
254 shares@ $894.39 avg price
MOAltria Group Inc
Recent Activity
New Position
0.04%
$222,699
4,364 shares@ $51.04 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.04%
$219,709
6,081 shares@ $36.14 avg price
TLTIshares Tr
Recent Activity
New Position
0.04%
$218,602
2,229 shares@ $98.08 avg price
CPCanadian Pacific Kansas City
Recent Activity
New Position
0.04%
$217,100
2,538 shares@ $85.54 avg price
BMYBristol-myers Squibb Co
Recent Activity
New Position
0.04%
$216,856
4,191 shares@ $51.75 avg price
BCOBrinks Co
Recent Activity
New Position
0.04%
$216,737
1,874 shares@ $115.66 avg price