Insight Advisors, LLC/ PA

Q4 2025 13F-HR Holdings

Location
Newtown, PA
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
283
Total value ($000)
$660,738
Net value change ($000)
+6,171 (0.9%)
New positions
17
Sold out positions
18
Turnover %
16.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
ATTR 85,551 NEW
DDWM 8,092 NEW
GOOGL 1,699 27.0%
AMD 1,019 32.8%
AAPL 966 4.5%
SPYM 903 37.0%
IJH 873 26.1%
EES 837 37.2%
GLD 806 25.9%
HECA 800 NEW
Top Reduces (Value $000, Stocks/ETFs)
CAOS -88,749 -51.7%
DXJ -4,392 -100.0%
HEDJ -3,720 -85.5%
NFLX -979 -30.2%
NVDA -879 -3.5%
CWH -770 -73.0%
MSFT -623 -6.8%
GNOM -579 -100.0%
DFII -450 -15.8%
FTSM -439 -16.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 748 (0.1% 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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type