AI Portfolio Summary
In 2025 Q4, Insight Advisors, LLC/ PA maintained a portfolio of 306 distinct positions. The most significant new addition to the portfolio was EA SERIES TRUST, which now represents 12.95% of the total fund value. Conversely, Insight Advisors, LLC/ PA completely exited their position in WISDOMTREE TR.
Total Positions
306
Quarter
2025 Q4
Top Holding
ATTR (12.9%)
Top 10 Concentration
49.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 306
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ATTR
EA SERIES TRUST
|
Unknown | 12.95% | — |
#1
Prev: #—
|
9.5 | 945,841 | no change |
NEW
|
945,841 | $85,550,562 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAOS
EA SERIES TRUST
|
Unknown | 12.57% | 26.24% |
#2
1
Prev: #1
|
5.5 | -993,762 | -51.8% |
P
S
|
924,825 | $83,027,554 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 5.54% | 5.51% |
#3
1
Prev: #2
|
3.7 | 1,053 | 0.3% |
P
S
|
317,775 | $36,576,272 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.63% | 3.79% |
#4
1
Prev: #3
|
2.5 | -4,650 | -3.5% |
P
S
|
128,428 | $23,953,204 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 3.52% | 3.46% |
#5
1
Prev: #4
|
2.4 | 139 | 0.4% |
P
S
|
34,098 | $23,251,582 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 3.36% | 3.25% |
#6
1
Prev: #5
|
1.8 | -1,719 | -2.1% |
P
S
|
81,766 | $22,230,017 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QGRW
WISDOMTREE TR
|
Unknown | 2.44% | 2.41% |
#7
1
Prev: #6
|
1.5 | -451 | -0.2% |
P
S
|
275,021 | $16,135,479 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DGRW
WISDOMTREE TR
|
ETF | 2.36% | 2.41% |
#8
1
Prev: #7
|
1.4 | -2,698 | -1.5% |
P
S
|
174,485 | $15,604,201 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 1.82% | 1.75% |
#9
1
Prev: #8
|
1.2 | -32 | -0.1% |
P
S
|
34,734 | $12,022,160 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.63% | 1.58% |
#10
1
Prev: #9
|
1.2 | -500 | -1.1% |
P
S
|
46,582 | $10,752,057 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGGY
WISDOMTREE TR
|
ETF | 1.37% | 1.35% |
#11
Prev: #11
|
1.0 | 5,850 | 2.9% |
P
S
|
204,837 | $9,023,057 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.30% | 1.41% |
#12
2
Prev: #10
|
1.0 | -2 | -0.0% |
P
S
|
17,752 | $8,585,427 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DDWM
WISDOMTREE TR
|
Bond/Debt | 1.22% | — |
#13
Prev: #—
|
4.0 | 185,854 | no change |
NEW
|
185,854 | $8,092,097 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WTV
WISDOMTREE TR
|
Unknown | 1.22% | 1.16% |
#14
2
Prev: #12
|
1.0 | 3,175 | 3.8% |
P
S
|
86,556 | $8,075,690 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.21% | 0.96% |
#15
3
Prev: #18
|
1.0 | -333 | -1.3% |
P
S
|
25,511 | $7,985,005 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.16% | 1.11% |
#16
3
Prev: #13
|
1.0 | 471 | 3.9% |
P
S
|
12,513 | $7,691,961 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JMST
J P MORGAN EXCH...
|
ETF | 1.14% | 1.05% |
#17
2
Prev: #15
|
2.5 | 12,984 | 9.6% |
P
S
|
147,604 | $7,518,948 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.06% | 1.05% |
#18
4
Prev: #14
|
0.9 | -11 | -0.1% |
P
S
|
14,335 | $6,994,259 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.03% | 1.01% |
#19
3
Prev: #16
|
0.9 | 92 | 0.9% |
P
S
|
10,832 | $6,793,985 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 1.01% | 0.98% |
#20
3
Prev: #17
|
0.9 | 1,291 | 0.9% |
P
S
|
150,719 | $6,693,421 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.87% | 0.88% |
#21
2
Prev: #19
|
0.8 | -2,634 | -1.2% |
P
S
|
209,513 | $5,746,868 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.76% | 0.70% |
#22
Prev: #22
|
0.8 | -2,880 | -15.2% |
P
S
|
16,006 | $5,022,763 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 0.75% | 0.75% |
#23
3
Prev: #20
|
0.8 | -85 | -1.2% |
P
S
|
7,199 | $4,931,983 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 0.69% | 0.73% |
#24
3
Prev: #21
|
0.8 | -4,105 | -4.4% |
P
S
|
89,473 | $4,526,436 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MTGP
WISDOMTREE TR
|
ETF | 0.66% | 0.66% |
#25
Prev: #25
|
0.8 | 912 | 0.9% |
P
S
|
97,196 | $4,329,606 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DXJ
WISDOMTREE TR
|
Unknown | 0.00% | 0.67% |
Sold All 😨
(Was: #23) |
0.0 | -34,307 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GNOM
GLOBAL X FDS
|
ETF | 0.00% | 0.09% |
Sold All 😨
(Was: #145) |
0.0 | -14,913 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CLOU
PUT
GLOBAL X FDS
|
PUT Option | 0.00% | 0.08% |
Sold All 😨
(Was: #159) |
0.0 | -21,408 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMGN
PUT
AMGEN INC
|
PUT Option | 0.00% | 0.06% |
Sold All 😨
(Was: #188) |
0.0 | -1,300 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSTR
STRATEGY INC
|
Technology | 0.00% | 0.05% |
Sold All 😨
(Was: #206) |
0.0 | -970 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLXY
GALAXY DIGITAL ...
|
Financial Services | 0.00% | 0.04% |
Sold All 😨
(Was: #227) |
0.0 | -8,382 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.00% | 0.04% |
Sold All 😨
(Was: #240) |
0.0 | -3,309 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OXY
OCCIDENTAL PETE...
|
Energy | 0.00% | 0.04% |
Sold All 😨
(Was: #253) |
0.0 | -5,034 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OKLO
OKLO INC
|
Utilities | 0.00% | 0.04% |
Sold All 😨
(Was: #254) |
0.0 | -2,103 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIVO
AMPLIFY ETF TR
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #255) |
0.0 | -5,189 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
T
AT&T INC
|
Communication Services | 0.00% | 0.04% |
Sold All 😨
(Was: #256) |
0.0 | -8,188 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NBIS
NEBIUS GROUP N....
|
Communication Services | 0.00% | 0.04% |
Sold All 😨
(Was: #258) |
0.0 | -2,048 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMG
CHIPOTLE MEXICA...
|
Consumer Cyclical | 0.00% | 0.03% |
Sold All 😨
(Was: #259) |
0.0 | -5,843 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FCTE
ETF OPPORTUNITI...
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #264) |
0.0 | -8,171 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PFE
PFIZER INC
|
Healthcare | 0.00% | 0.03% |
Sold All 😨
(Was: #268) |
0.0 | -8,219 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VST
VISTRA CORP
|
Utilities | 0.00% | 0.03% |
Sold All 😨
(Was: #269) |
0.0 | -1,069 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.00% | 0.03% |
Sold All 😨
(Was: #270) |
0.0 | -2,488 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RACE
FERRARI N V
|
Consumer Cyclical | 0.00% | 0.03% |
Sold All 😨
(Was: #273) |
0.0 | -425 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CI
THE CIGNA GROUP
|
Healthcare | 0.00% | 0.03% |
Sold All 😨
(Was: #277) |
0.0 | -694 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIZD
VANECK ETF TRUS...
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #279) |
0.0 | -13,131 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PCIG
LITMAN GREGORY ...
|
Bond/Debt | 0.00% | 0.02% |
Sold All 😨
(Was: #281) |
0.0 | -13,026 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRK
PUT
MERCK & CO INC
|
PUT Option | 0.00% | 0.02% |
Sold All 😨
(Was: #284) |
0.0 | -1,300 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
PUT
APPLE INC
|
PUT Option | 0.00% | 0.02% |
Sold All 😨
(Was: #287) |
0.0 | -400 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 306 holdings