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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
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
VOOVanguard Index Fds
Recent Activity
Increased 6.4%
0.76%
$4.372M
8,284 shares@ $527.74 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 20.13%
0.72%
$4.13M
48,862 shares@ $84.53 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 39.16%
0.7%
$4.032M
79,464 shares@ $50.75 avg price
IVVIshares Tr
Recent Activity
Increased 0.06%
0.68%
$3.894M
6,747 shares@ $577.08 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.15%
0.6%
$3.443M
19,723 shares@ $174.59 avg price
IGLDFirst Tr Exchange-traded Fd
Recent Activity
Increased 5.73%
0.54%
$3.102M
143,822 shares@ $21.57 avg price