0001172661-24-000310.txt : 20240123 0001172661-24-000310.hdr.sgml : 20240123 20240123170047 ACCESSION NUMBER: 0001172661-24-000310 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240123 DATE AS OF CHANGE: 20240123 EFFECTIVENESS DATE: 20240123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Insight Advisors, LLC/ PA CENTRAL INDEX KEY: 0001844880 ORGANIZATION NAME: IRS NUMBER: 463237598 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20711 FILM NUMBER: 24553291 BUSINESS ADDRESS: STREET 1: 10 N STATE STREET CITY: NEWTOWN STATE: PA ZIP: 18940 BUSINESS PHONE: 2155506011 MAIL ADDRESS: STREET 1: 10 N STATE STREET CITY: NEWTOWN STATE: PA ZIP: 18940 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001844880 XXXXXXXX 12-31-2023 12-31-2023 false Insight Advisors, LLC/ PA

10 N State Street Newtown PA 18940

13F HOLDINGS REPORT 028-20711 000168057 801-78355 N Matt McInerney 215-550-6011 /s/ Matt McInerney Newtown PA 01-23-2024 0 284 472942449 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 287556 2613 SH SOLE 0 0 2613 ABBVIE INC COM 00287Y109 359574 2320 SH SOLE 0 0 2320 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 557694 1589 SH SOLE 0 0 1589 ADOBE INC COM 00724F101 379439 636 SH SOLE 0 0 636 ADVANCED MICRO DEVICES INC COM 007903107 2610192 17707 SH SOLE 0 0 17707 AGENUS INC COM NEW 00847G705 13396 16180 SH SOLE 0 0 16180 ALBEMARLE CORP COM 012653101 200413 1387 SH SOLE 0 0 1387 ALLBIRDS INC COM CL A 01675A109 12632 10310 SH SOLE 0 0 10310 ALPHABET INC CAP STK CL A 02079K305 3958954 28341 SH SOLE 0 0 28341 ALPHABET INC CAP STK CL C 02079K107 896176 6359 SH SOLE 0 0 6359 AMAZON COM INC COM 023135106 6878941 45274 SH SOLE 0 0 45274 AMERICAN EXPRESS CO COM 025816109 1281595 6841 SH SOLE 0 0 6841 AMERIPRISE FINL INC COM 03076C106 557210 1467 SH SOLE 0 0 1467 AMGEN INC COM 031162100 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67066G104 9686915 19559 SH SOLE 0 0 19559 OCCIDENTAL PETE CORP COM 674599105 308978 5175 SH SOLE 0 0 5175 ORACLE CORP COM 68389X105 292787 2777 SH SOLE 0 0 2777 PACCAR INC COM 693718108 977869 10014 SH SOLE 0 0 10014 PACER FDS TR TRENDP US LAR CP 69374H105 242311 5600 SH SOLE 0 0 5600 PACER FDS TR US CASH COWS 100 69374H881 5082188 97753 SH SOLE 0 0 97753 PACER FDS TR PACER US SMALL 69374H857 4585904 95480 SH SOLE 0 0 95480 PALO ALTO NETWORKS INC COM 697435105 940372 3189 SH SOLE 0 0 3189 PAYPAL HLDGS INC COM 70450Y103 383142 6239 SH SOLE 0 0 6239 PDD HOLDINGS INC SPONSORED ADS 722304102 852256 5825 SH SOLE 0 0 5825 PEPSICO INC COM 713448108 1254856 7388 SH SOLE 0 0 7388 PFIZER INC COM 717081103 1565029 54360 SH SOLE 0 0 54360 PHILIP MORRIS INTL INC COM 718172109 237269 2522 SH SOLE 0 0 2522 PIONEER PWR SOLUTIONS INC COM NEW 723836300 225700 33240 SH SOLE 0 0 33240 PLBY GROUP INC COM 72814P109 37770 37770 SH SOLE 0 0 37770 PROCTER AND GAMBLE CO COM 742718109 1420206 9692 SH SOLE 0 0 9692 PROSHARES TR S&P 500 DV ARIST 74348A467 3773730 39640 SH SOLE 0 0 39640 PROSHARES TR S&P MDCP 400 DIV 74347B680 254038 3453 SH SOLE 0 0 3453 PRUDENTIAL FINL INC COM 744320102 586688 5657 SH SOLE 0 0 5657 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 1105890 18085 SH SOLE 0 0 18085 PURECYCLE TECHNOLOGIES INC COM 74623V103 85200 21037 SH SOLE 0 0 21037 QUALCOMM INC COM 747525103 377398 2610 SH SOLE 0 0 2610 RH COM 74967X103 410403 1408 SH SOLE 0 0 1408 RTX CORPORATION COM 75513E101 475653 5653 SH SOLE 0 0 5653 SALESFORCE INC COM 79466L302 339715 1291 SH SOLE 0 0 1291 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 832903 10939 SH SOLE 0 0 10939 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3475851 41898 SH SOLE 0 0 41898 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 789696 5791 SH SOLE 0 0 5791 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 250266 1300 SH SOLE 0 0 1300 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 549586 3074 SH SOLE 0 0 3074 SELECT SECTOR SPDR TR ENERGY 81369Y506 629912 7514 SH SOLE 0 0 7514 SELECTIVE INS GROUP INC COM 816300107 3277369 32945 SH SOLE 0 0 32945 SIMPLIFY EXCHANGE TRADED FUN HEALTH CARE ETF 82889N772 442543 16186 SH SOLE 0 0 16186 SITEONE LANDSCAPE SUPPLY INC COM 82982L103 829725 5106 SH SOLE 0 0 5106 SOUTHERN CO COM 842587107 227048 3238 SH SOLE 0 0 3238 SPDR GOLD TR GOLD SHS 78463V107 322315 1686 SH SOLE 0 0 1686 SPDR INDEX SHS FDS S&P EM MKT DIV 78463X533 1883657 57923 SH SOLE 0 0 57923 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2047882 60214 SH SOLE 0 0 60214 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 341971 9657 SH SOLE 0 0 9657 SPDR INDEX SHS FDS MSCI EAFE FS ETF 78470E106 267337 6853 SH SOLE 0 0 6853 SPDR S&P 500 ETF TR TR UNIT 78462F103 5001382 10522 SH SOLE 0 0 10522 SPDR SER TR S&P OILGAS EXP 78468R556 241920 1767 SH SOLE 0 0 1767 SPDR SER TR S&P 400 MDCP VAL 78464A839 428540 5840 SH SOLE 0 0 5840 SPDR SER TR PORTFOLIO AGRGTE 78464A649 323987 12636 SH SOLE 0 0 12636 SPDR SER TR RUSSELL YIELD 78468R770 519815 5161 SH SOLE 0 0 5161 SPDR SER TR SSGA US SMAL ETF 78468R887 1010196 8978 SH SOLE 0 0 8978 SPDR SER TR PORTFLI INTRMDIT 78464A672 736507 25788 SH SOLE 0 0 25788 SPDR SER TR PRTFLO S&P500 HI 78468R788 1046376 26700 SH SOLE 0 0 26700 SPDR SER TR PORTFOLIO LN COR 78464A367 774409 32552 SH SOLE 0 0 32552 SPDR SER TR RUSSELL MOMENTUM 78468R762 1117485 10694 SH SOLE 0 0 10694 SPDR SER TR PORTFLI TIPS ETF 78464A656 2865810 112077 SH SOLE 0 0 112077 SPDR SER TR PORTFOLIO INTRMD 78464A375 1229812 37460 SH SOLE 0 0 37460 SPDR SER TR PORTFOLIO S&P500 78464A854 1064842 19049 SH SOLE 0 0 19049 SPDR SER TR PORTFOLI S&P1500 78464A805 979768 16763 SH SOLE 0 0 16763 SPDR SER TR SSGA US LRG ETF 78468R804 523918 3613 SH SOLE 0 0 3613 SPDR SER TR S&P 600 SMCP VAL 78464A300 489197 5872 SH SOLE 0 0 5872 SPDR SER TR BLOOMBERG INTL 78464A151 488307 16315 SH SOLE 0 0 16315 SPROTT PHYSICAL GOLD TR UNIT 85207H104 800165 50230 SH SOLE 0 0 50230 STARBUCKS CORP COM 855244109 260885 2717 SH SOLE 0 0 2717 TESLA INC COM 88160R101 3660851 14733 SH SOLE 0 0 14733 THE CIGNA GROUP COM 125523100 214666 717 SH SOLE 0 0 717 THE REALREAL INC COM 88339P101 40200 20000 SH SOLE 0 0 20000 THERMO FISHER SCIENTIFIC INC COM 883556102 374476 705 SH SOLE 0 0 705 TJX COS INC NEW COM 872540109 352444 3757 SH SOLE 0 0 3757 UBER TECHNOLOGIES INC COM 90353T100 318196 5168 SH SOLE 0 0 5168 UNITEDHEALTH GROUP INC COM 91324P102 702490 1334 SH SOLE 0 0 1334 UNIVEST FINANCIAL CORPORATIO COM 915271100 357988 16250 SH SOLE 0 0 16250 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 214876 1228 SH SOLE 0 0 1228 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 887882 3279 SH SOLE 0 0 3279 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 508068 6597 SH SOLE 0 0 6597 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 305940 4159 SH SOLE 0 0 4159 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1466351 10113 SH SOLE 0 0 10113 VANGUARD INDEX FDS GROWTH ETF 922908736 4866962 15655 SH SOLE 0 0 15655 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1064288 5914 SH SOLE 0 0 5914 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1873738 8534 SH SOLE 0 0 8534 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 298581 3379 SH SOLE 0 0 3379 VANGUARD INDEX FDS TOTAL STK MKT 922908769 445852 1878 SH SOLE 0 0 1878 VANGUARD INDEX FDS SMALL CP ETF 922908751 419017 1964 SH SOLE 0 0 1964 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1642609 6794 SH SOLE 0 0 6794 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1633059 3737 SH SOLE 0 0 3737 VANGUARD INDEX FDS VALUE ETF 922908744 2867132 19177 SH SOLE 0 0 19177 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 285572 6949 SH SOLE 0 0 6949 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 277166 4299 SH SOLE 0 0 4299 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 782277 13935 SH SOLE 0 0 13935 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5845383 34304 SH SOLE 0 0 34304 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 530056 11066 SH SOLE 0 0 11066 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 2189466 27596 SH SOLE 0 0 27596 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 456565 4090 SH SOLE 0 0 4090 VANGUARD WORLD FD MEGA GRWTH IND 921910816 874787 3370 SH SOLE 0 0 3370 VANGUARD WORLD FDS INF TECH ETF 92204A702 1867687 3859 SH SOLE 0 0 3859 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 241374 962 SH SOLE 0 0 962 VANGUARD WORLD FDS ENERGY ETF 92204A306 835855 7127 SH SOLE 0 0 7127 VERIZON COMMUNICATIONS INC COM 92343V104 679893 18035 SH SOLE 0 0 18035 VISA INC COM CL A 92826C839 477675 1835 SH SOLE 0 0 1835 WALMART INC COM 931142103 1113836 7065 SH SOLE 0 0 7065 WASTE MGMT INC DEL COM 94106L109 250789 1402 SH SOLE 0 0 1402 WELLS FARGO CO NEW COM 949746101 1173748 23847 SH SOLE 0 0 23847 WISDOMTREE TR US MIDCAP FUND 97717W570 204455 3563 SH SOLE 0 0 3563 WISDOMTREE TR YIELD ENHANCD US 97717X511 1007534 22888 SH SOLE 0 0 22888 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 769181 18318 SH SOLE 0 0 18318 WISDOMTREE TR US LARGECAP FUND 97717W588 4096704 81746 SH SOLE 0 0 81746 WISDOMTREE TR US SMALLCAP FUND 97717W562 1584619 31806 SH SOLE 0 0 31806 WISDOMTREE TR US MULTIFACTOR 97717Y857 3399811 80846 SH SOLE 0 0 80846 WISDOMTREE TR INTK MLTIFACTR 97717Y774 1141241 45118 SH SOLE 0 0 45118 WISDOMTREE TR EM EX ST-OWNED 97717X578 1577228 54613 SH SOLE 0 0 54613 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 475159 9458 SH SOLE 0 0 9458 WISDOMTREE TR INTL SMCAP DIV 97717W760 1782819 27924 SH SOLE 0 0 27924 WISDOMTREE TR EMG MKTS SMCAP 97717W281 1293727 25916 SH SOLE 0 0 25916 WISDOMTREE TR US LARGECAP DIVD 97717W307 253571 3820 SH SOLE 0 0 3820 WISDOMTREE TR YIELD ENHANCED 97717Y808 528447 11164 SH SOLE 0 0 11164 WISDOMTREE TR US SMALLCAP DIVD 97717W604 612036 19025 SH SOLE 0 0 19025 WISDOMTREE TR US QTLY DIV GRT 97717X669 4220596 60054 SH SOLE 0 0 60054 WISDOMTREE TR US MIDCAP DIVID 97717W505 2125135 46512 SH SOLE 0 0 46512