INSIGHT ADVISORS LLC PA
Q2 2024 Form 13-F
NEWTOWN, PENNSYLVANIA
CIK 0001844880
· CRD 168057
· SEC-registered investment adviser
$553.7M Reported Value Total
INSIGHT ADVISORS, LLC reports 2,398 total accounts under management (AUM). There are 2,258 discretionary accounts valued at $656,000,000, and 140 non-discretionary accounts valued at $47,000,000.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-05-11
Reported value
$553.7M
Quarter over quarter
+2.6%
Holdings
285
Top-10 concentration
51.2%
Key People
Form ADV owners & control persons
Thomas Joseph Mcinerney
MANAGING MEMBER
Alexander Edward Butters
CHIEF COMPLIANCE OFFICER
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Q2 2024 13F record
Q2 2024 13F filing summary
| Period of report | June 30, 2024 |
|---|---|
| Filed | July 15, 2024 |
| Form | 13F-HR |
| Reported value | $553.7M |
| Positions | 285 |
| Change in reported value | +6.3% |
| New positions | 9 |
| Exited positions | 19 |
| Position turnover | 9.2% |
| Top-10 concentration | 51.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 22, 2026
|
239 | $568.4M |
|
Q2 2026 13F
Filed Aug 5, 2026
|
241 | $567.3M |
|
Q1 2026 13F
Filed May 12, 2026
|
243 | $525.5M |
|
Q4 2025 13F
Filed Feb 11, 2026
|
282 | $660.7M |
|
Q3 2025 13F
Filed Nov 10, 2025
|
284 | $654.6M |
|
Q2 2025 13F
Filed Jul 30, 2025
|
280 | $623.7M |
|
Q1 2025 13F
Filed Apr 11, 2025
|
275 | $575.0M |
|
Q4 2024 13F
Filed Jan 27, 2025
|
283 | $592.5M |
|
Q3 2024 13F
Filed Oct 15, 2024
|
293 | $580.2M |
|
Q2 2024 13F
Filed Jul 15, 2024
|
285 | $553.7M |
|
Q1 2024 13F
Filed May 6, 2024
|
295 | $521.1M |
|
Q4 2023 13F
Filed Jan 23, 2024
|
284 | $472.9M |
|
Q3 2023 13F
Filed Nov 7, 2023
|
275 | $437.6M |
|
Q2 2023 13F
Filed Aug 7, 2023
|
284 | $447.7M |
|
Q1 2023 13F
Filed May 3, 2023
|
298 | $425.8M |
|
Q4 2022 13F
Filed Feb 21, 2023
|
314 | $285.8M |
|
Q3 2022 13F
Filed Dec 12, 2022
|
283 | $254.5M |
|
Q2 2022 13F
Filed Aug 11, 2022
|
300 | $294.8M |
|
Q1 2022 13F
Filed May 13, 2022
|
316 | $333.7M |
|
Q4 2021 13F
Filed Feb 9, 2022
|
313 | $339.1M |
4 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | CAOS EA SERIES TRUST | $154.8M | 27.97% |
| 2 | BOXX EA SERIES TRUST | $38.5M | 6.96% |
| 3 | NVDA NVIDIA CORPORATION | $22.5M | 4.06% |
| 4 | AAPL APPLE INC | $21.0M | 3.79% |
| 5 | SPY SPDR S&P 500 ETF TR | $10.4M | 1.88% |
| 6 | AMZN AMAZON COM INC | $9.2M | 1.66% |
| 7 | MSFT MICROSOFT CORP | $8.8M | 1.59% |
| 8 | DGRW WISDOMTREE TR | $6.4M | 1.16% |
| 9 | SPDW SPDR INDEX SHS FDS | $6.3M | 1.13% |
| 10 | VUG VANGUARD INDEX FDS | $5.9M | 1.06% |
| 11 | AGGY WISDOMTREE TR | $5.8M | 1.04% |
| 12 | USMF WISDOMTREE TR | $5.7M | 1.03% |
| 13 | FTSM FIRST TR EXCHANGE-TRADED FD | $5.7M | 1.03% |
| 14 | QGRW WISDOMTREE TR | $5.4M | 0.98% |
| 15 | AVGO BROADCOM INC | $5.3M | 0.95% |
| 16 | JMST J P MORGAN EXCHANGE TRADED F | $5.0M | 0.9% |
| 17 | GOOGL ALPHABET INC | $4.7M | 0.85% |
| 18 | QQQ INVESCO QQQ TR | $4.4M | 0.79% |
| 19 | COWZ PACER FDS TR | $4.2M | 0.75% |
| 20 | VOO VANGUARD INDEX FDS | $3.9M | 0.7% |
Values as reported on the Q2 2024 Form 13F. Every position is in the holdings table below.