INSIGHT ADVISORS LLC PA
Q4 2024 Form 13-F
NEWTOWN, PENNSYLVANIA
CIK 0001844880
· CRD 168057
· SEC-registered investment adviser
$592.5M Reported Value Total
INSIGHT ADVISORS, LLC reports 2,427 total accounts under management (AUM). There are 2,400 discretionary accounts valued at $700,359,160, and 27 non-discretionary accounts valued at $12,000,000.
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
$592.5M
Quarter over quarter
+1.1%
Holdings
283
Top-10 concentration
51.6%
Key People
Form ADV owners & control persons
Thomas Joseph Mcinerney
MANAGING MEMBER
Alexander Edward Butters
CHIEF COMPLIANCE OFFICER
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Q4 2024 13F record
Q4 2024 13F filing summary
| Period of report | December 31, 2024 |
|---|---|
| Filed | January 27, 2025 |
| Form | 13F-HR |
| Reported value | $592.5M |
| Positions | 283 |
| Change in reported value | +2.1% |
| New positions | 11 |
| Exited positions | 21 |
| Position turnover | 10.5% |
| Top-10 concentration | 51.6% |
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 · Q4 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | CAOS EA SERIES TRUST | $167.6M | 28.28% |
| 2 | BOXX EA SERIES TRUST | $29.2M | 4.93% |
| 3 | AAPL APPLE INC | $24.0M | 4.04% |
| 4 | NVDA NVIDIA CORPORATION | $23.0M | 3.88% |
| 5 | SPY SPDR S&P 500 ETF TR | $16.5M | 2.79% |
| 6 | AMZN AMAZON COM INC | $10.7M | 1.81% |
| 7 | QGRW WISDOMTREE TR | $9.9M | 1.66% |
| 8 | DGRW WISDOMTREE TR | $8.9M | 1.5% |
| 9 | AGGY WISDOMTREE TR | $8.3M | 1.39% |
| 10 | MSFT MICROSOFT CORP | $8.0M | 1.35% |
| 11 | AVGO BROADCOM INC | $7.8M | 1.31% |
| 12 | USMF WISDOMTREE TR | $7.2M | 1.22% |
| 13 | SPDW SPDR INDEX SHS FDS | $6.0M | 1.02% |
| 14 | VUG VANGUARD INDEX FDS | $6.0M | 1.01% |
| 15 | QQQ INVESCO QQQ TR | $6.0M | 1.01% |
| 16 | FTSM FIRST TR EXCHANGE-TRADED FD | $5.7M | 0.95% |
| 17 | JMST J P MORGAN EXCHANGE TRADED F | $5.6M | 0.94% |
| 18 | IHDG WISDOMTREE TR | $5.2M | 0.88% |
| 19 | GOOGL ALPHABET INC | $4.9M | 0.82% |
| 20 | VOO VANGUARD INDEX FDS | $4.7M | 0.8% |
Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.