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
USMFWisdomtree Tr
Recent Activity
Increased 8.31%
1.15%
$6.666M
136,403 shares@ $48.88 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.37%
1.12%
$6.442M↓ Put
13,997 shares@ $460.27 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
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -10.9%
1.04%
$5.98M
159,203 shares@ $37.56 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.02%
1.01%
$5.822M
97,243 shares@ $59.88 avg price
AVGOBroadcom Inc
Recent Activity
Increased 919.81%
1%
$5.765M
33,419 shares@ $172.52 avg price
GOOGAlphabet Inc
Recent Activity
Increased 1.75%
0.83%
$4.764M↓ Put
28,492 shares@ $167.2 avg price
IHDGWisdomtree Tr
Recent Activity
Increased 681.5%
0.79%
$4.581M
100,250 shares@ $45.71 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.39%
0.79%
$4.543M
9,299 shares@ $488.53 avg price