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Insight Advisors, Llc/ PA
Insight Advisors, LLC is a registered investment advisory firm headquartered in Newtown, Pennsylvania. Founded in 2014, the firm manages investment portfolios for individuals (both high net worth and non-high net worth) as well as select institutional clients. As of June 2025, it oversees approximately $712 million in assets under management and employs about 21 people. The firm primarily serves U.S.-based clients and is committed to providing personalized investment and financial advice tailored to client objectives.
Investment Strategy
Insight Advisors, LLC provides discretionary and non-discretionary investment advisory services. The firm's approach centers on constructing diversified equity and fixed income portfolios aligned to client-specific goals, risk tolerance, and market outlook. It does not employ hedge fund-style alternative strategies, instead favoring traditional long-term investment in public securities. The firm customizes strategies for each client, leveraging research and economic outlooks to inform asset allocation and security selection. The majority of client assets are managed in discretionary accounts with an emphasis on high-conviction individual securities, utilizing fundamental analysis and ongoing portfolio monitoring.
Latest 13F Filing Activity
Insight Advisors, Llc/ PA filed their most recent 13F report on Jun 30, 2025 disclosing 273 equity positions and 9 options positions with a total 13F market value of $624M. The fund increased holdings in Ea Series Trust, Wisdomtree TR, Wisdomtree TR among other positions. Insight Advisors, Llc/ PA reduced exposure to Wisdomtree TR, Wisdomtree TR, Apple Inc. among others.
Top Holdings
Equity Positions (273)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CAOS | EA SERIES TRUST | 27.87% | $173.9M | 1,957,013 | $78.49 | $88.84 | +$2.9M |
B BOXX | EA SERIES TRUST | 5.91% | $36.9M | 327,386 | $104.46 | $112.68 | +$7.5M |
N NVDA | NVIDIA CORPORATION | 3.41% | $21.2M | 134,479 | $21.99 | $157.99 | +$3.5M |
S SPY | SPDR S&P 500 ETF TR | 3.30% | $20.6M | 33,346 | $524.34 | $617.85 | +$3.4M |
A AAPL | APPLE INC | 2.85% | $17.8M | 86,734 | $132.12 | $205.17 | -$3.1M |
Options Positions (9)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | Bought | Put | $1.6M | 76 | $205.17 | $248.04 | +4 | -$40.0K |
B BAC | BANK AMERICA CORP | — | Put | $643.6K | 136 | $47.32 | $40.01 | 0 | +$76.0K |
A AMGN | AMGEN INC | — | Put | $363.0K | 13 | $279.21 | $322.21 | 0 | -$42.0K |
R RTX | RTX CORPORATION | — | Put | $350.4K | 24 | $146.02 | $121.16 | 0 | +$32.5K |
N NVDA | NVIDIA CORPORATION | Sold | Put | $300.2K | 19 | $157.99 | $118.72 | -5 | +$40.1K |
Industry Allocation
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