test

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
CAOSEa Series Trust
Recent Activity
Increased 0.28%
27.27%
$158.193M
1.829M shares@ $86.48 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 18.24%
2.24%
$12.96M
22,588 shares@ $573.74 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.08%
1.55%
$8.948M
48,021 shares@ $186.33 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 22.7%
1.45%
$8.393M
100,862 shares@ $83.22 avg price
QGRWWisdomtree Tr
Recent Activity
Increased 38.42%
1.32%
$7.625M
167,118 shares@ $45.63 avg price
AGGYWisdomtree Tr
Recent Activity
Increased 18.54%
1.23%
$7.107M
158,962 shares@ $44.71 avg price
USMFWisdomtree Tr
Recent Activity
Increased 8.31%
1.15%
$6.666M
136,403 shares@ $48.88 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Increased 26.72%
1.1%
$6.361M
124,881 shares@ $50.95 avg price
VUGVanguard Index Fds
Recent Activity
Increased 0.22%
1.04%
$6.029M
15,704 shares@ $383.95 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.02%
1.01%
$5.822M
97,243 shares@ $59.88 avg price