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Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
+8.27%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$624M
AUM Growth
+$48.8M
Cap. Flow
+$10.5M
Cap. Flow %
1.68%
Top 10 Hldgs %
52.65%
Holding
310
New
28
Increased
101
Reduced
130
Closed
21

Top Buys

Rank Stock Value
1
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$7.15M
2
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$4.09M
3
LCOW
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
+$3.32M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.24M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.23M

Top Sells

Rank Stock Value
1
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$5.47M
2
USMF icon
WisdomTree US Multifactor Fund
USMF
+$4.74M
3
NVDA icon
NVIDIA
NVDA
+$3.7M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.87M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.31M

Sector Composition

Rank Sector Weight
1 Technology 11.53%
2 Financials 3.18%
3 Consumer Discretionary 2.97%
4 Communication Services 2.42%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
51
Palo Alto Networks
PANW
$292B
$2.01M 0.32%
9,833
+92
+0.9% +$17.1K
WFC icon
52
Wells Fargo
WFC
$265B
$1.93M 0.31%
24,098
+25
+0.1% +$1.8K
QHY
53
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$239M
$1.86M 0.3%
40,423
+2,425
+6% +$110K
MRK icon
54
Merck
MRK
$315B
$1.82M 0.29%
23,007
-153
-0.7% -$12.2K
AXP icon
55
American Express
AXP
$242B
$1.81M 0.29%
5,686
-196
-3% -$55.2K
SPYM
56
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$1.73M 0.28%
23,834
-13
-0.1% -$874
JNJ icon
57
Johnson & Johnson
JNJ
$609B
$1.7M 0.27%
11,108
+22
+0.2% +$3.38K
VIG icon
58
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.66M 0.27%
8,120
-2,729
-25% -$529K
IVW icon
59
iShares S&P 500 Growth ETF
IVW
$73.1B
$1.66M 0.27%
15,086
+5
+0% +$495
DGRO icon
60
iShares Core Dividend Growth ETF
DGRO
$42.1B
$1.66M 0.27%
25,926
-11,814
-31% -$720K
SPIB icon
61
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$1.65M 0.26%
49,014
-2,844
-5% -$94.2K
VOE icon
62
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$1.64M 0.26%
9,985
-50
-0.5% -$7.92K
WMT icon
63
Walmart Inc
WMT
$909B
$1.63M 0.26%
16,663
-621
-4% -$59.2K
IBM icon
64
IBM
IBM
$200B
$1.57M 0.25%
5,320
+16
+0.3% +$4.12K
AAPL icon
65
PUT
Apple
AAPL
$4.9T
$1.56M 0.25%
7,600
+400
+6% +$80.8K
JPM icon
66
JPMorgan Chase
JPM
$907B
$1.45M 0.23%
4,999
+41
+0.8% +$10.5K
PEG icon
67
Public Service Enterprise Group
PEG
$39.2B
$1.43M 0.23%
17,011
+1
+0% +$81
AGZ icon
68
iShares Agency Bond ETF
AGZ
$555M
$1.42M 0.23%
12,977
-11
-0.1% -$1.2K
PG icon
69
Procter & Gamble
PG
$349B
$1.41M 0.23%
8,850
-37
-0.4% -$6.04K
PLTR icon
70
Palantir
PLTR
$317B
$1.38M 0.22%
10,091
+2,523
+33% +$296K
PHYS icon
71
Sprott Physical Gold
PHYS
$14.4B
$1.37M 0.22%
53,944
-53
-0.1% -$1.33K
MGK icon
72
Vanguard Mega Cap Growth ETF
MGK
$32.7B
$1.32M 0.21%
17,990
-125
-0.7% -$8.24K
INTC icon
73
Intel
INTC
$478B
$1.3M 0.21%
58,246
– –
SPTM icon
74
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$1.28M 0.21%
17,137
-290
-2% -$20.1K
ONEO icon
75
State Street SPDR Russell 1000 Momentum Focus ETF
ONEO
$28.9M
$1.28M 0.21%
10,367
-431
-4% -$50.2K
1 2
3
4 5

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VWS
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CAM
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DSC
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DA
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VU
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Insight Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Insight Advisors held 310 positions worth $624M, up 8.5% from $575M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Insight Advisors's Q2 2025 filing shows 28 new, 101 increased, 130 reduced and 21 closed positions. Its largest new stake was WisdomTree Europe Hedged Equity Fund: 85,637 shares worth $4.12M. The largest sale was WisdomTree International Hedged Quality Dividend Growth Fund, an estimated $5.47M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Insight Advisors's largest Q2 2025 buy was WisdomTree Europe Hedged Equity Fund: 85,637 shares worth $4.12M.
  • Insight Advisors added most to Alpha Architect 1-3 Month Box ETF in Q2 2025, an estimated $7.15M increase.
  • Insight Advisors's biggest Q2 2025 reduction was WisdomTree International Hedged Quality Dividend Growth Fund, cutting an estimated $5.47M.
  • Insight Advisors fully exited WisdomTree US Multifactor Fund in Q2 2025, selling an estimated $4.74M.
  • Insight Advisors's ten largest holdings make up 53% of its $624M portfolio in Q2 2025.
  • Insight Advisors opened 28 new positions and closed 21 in Q2 2025.
  • Insight Advisors's portfolio value rose 8.5% quarter-over-quarter to $624M.

Based on Insight Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.