Insight Advisors, LLC/ PA

Q3 2025 13F-HR Holdings

Location
Newtown, PA
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
289
Total value ($000)
$654,567
Net value change ($000)
+30,819 (4.9%)
New positions
13
Sold out positions
9
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 3,586 16.9%
AAPL 3,469 19.5%
HYTI 2,539 400.5%
SPY 2,032 9.9%
AVGO 1,870 19.5%
DFII 1,778 166.2%
GOOGL 1,741 38.3%
QGRW 1,321 9.1%
GOOGL 1,234 36.7%
DGRW 1,030 7.0%
Top Reduces (Value $000, Stocks/ETFs)
FTSM -2,086 -43.6%
CAOS -2,084 -1.2%
BOXX -823 -2.2%
FSIG -629 -23.7%
Global X Funds -503 -100.0%
CLOU -502 -100.0%
NFLX -402 -11.0%
PINK -397 -100.0%
SGOV -278 -100.0%
FTSL -217 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,778 (0.3% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type