Insight Advisors, Pa 13F annual report
Insight Advisors, Pa is an investment fund managing more than $542 billion ran by Matt Mcinerney. There are currently 164 companies in Mr. Mcinerney’s portfolio. The largest investments include EA Series Trust and NVIDIA Corp, together worth $216 billion.
$542 billion Assets Under Management (AUM)
As of 8th July 2024, Insight Advisors, Pa’s top holding is 2,181,515 shares of EA Series Trust currently worth over $193 billion and making up 35.7% of the portfolio value.
Relative to the number of outstanding shares of EA Series Trust, Insight Advisors, Pa owns less than 0.5% of the company.
In addition, the fund holds 181,915 shares of NVIDIA Corp worth $22.5 billion, whose value fell approximately 0.1% in the past six months.
The third-largest holding is Apple Inc worth $21 billion and the next is Spdr S&p 500 Etf Tr worth $10.4 billion, with 19,104 shares owned.
Currently, Insight Advisors, Pa's portfolio is worth at least $542 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Insight Advisors, Pa
The Insight Advisors, Pa office and employees reside in Newtown, Pennsylvania. According to the last 13-F report filed with the SEC, Matt Mcinerney serves as the Authorized Signer at Insight Advisors, Pa.
Recent trades
In the most recent 13F filing, Insight Advisors, Pa revealed that it had opened a new position in
Ishares Tr and bought 5,259 shares worth $566 million.
The investment fund also strengthened its position in EA Series Trust by buying
97,970 additional shares.
This makes their stake in EA Series Trust total 2,181,515 shares worth $193 billion.
EA Series Trust dropped approximately 0.1% in the past year.
On the other hand, there are companies that Insight Advisors, Pa is getting rid of from its portfolio.
Insight Advisors, Pa closed its position in Automatic Data Processing In on 15th July 2024.
It sold the previously owned 5,860 shares for $1.46 billion.
Matt Mcinerney also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $21 billion and 99,595 shares.
One of the average hedge funds
The two most similar investment funds to Insight Advisors, Pa are Kavar Capital Partners Group and Resolute Advisors. They manage $541 billion and $541 billion respectively.
Matt Mcinerney investment strategy
Insight Advisors, Pa’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Miscellaneous — making up 36.0% of
the total portfolio value.
The fund focuses on investments in the United States as
44.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
38% of the total holdings value.
On the other hand, small-cap stocks make up only 3.7% of the portfolio.
The average market cap of the portfolio companies is close to $204 billion.
The complete list of Insight Advisors, Pa trades based on 13F SEC filings
These positions were updated on July 15th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| EA Series Trust |
4.70%
2,181,515
|
$193,340,186,000 | 35.70% |
| NVIDIA Corp |
840.91%
181,915
|
$22,473,884,000 | 4.15% |
| Apple Inc |
3.26%
99,595
|
$20,977,040,000 | 3.87% |
| Spdr S&p 500 Etf Tr |
69.81%
19,104
|
$10,397,395,000 | 1.92% |
| Amazon.com Inc. |
0.76%
47,509
|
$9,181,122,000 | 1.70% |
| Microsoft Corporation |
0.54%
19,653
|
$8,786,770,000 | 1.62% |
| Wisdomtree Tr |
26.07%
1,002,595
|
$46,050,137,000 | 8.50% |
| Spdr Index Shs Fds |
20.97%
218,968
|
$7,746,321,000 | 1.43% |
| Vanguard Index Fds |
5.55%
82,428
|
$20,562,085,000 | 3.80% |
| First Tr Exchange-traded Fd |
0.09%
445,191
|
$14,017,842,000 | 2.59% |
| Broadcom Inc. |
1.80%
3,277
|
$5,263,907,000 | 0.97% |
| J P Morgan Exchange Traded F |
85.32%
168,944
|
$8,668,092,000 | 1.60% |
| Alphabet Inc |
1.23%
43,128
|
$7,878,355,000 | 1.45% |
| Pacer Fds Tr |
5.07%
222,167
|
$9,773,227,000 | 1.80% |
| Ishares Tr |
6.32%
216,588
|
$19,343,811,000 | 3.57% |
| Vanguard Specialized Funds |
23.15%
19,676
|
$3,591,904,000 | 0.66% |
| Berkshire Hathaway Inc. |
0.92%
8,650
|
$3,518,821,000 | 0.65% |
| Schwab Strategic Tr |
8.92%
60,381
|
$5,150,160,000 | 0.95% |
| Merck & Co Inc |
21.71%
24,798
|
$3,070,039,000 | 0.57% |
| Selective Ins Group Inc |
No change
31,005
|
$2,909,199,000 | 0.54% |
| Vanguard World Fd |
2.34%
12,784
|
$4,668,685,000 | 0.86% |
| Tesla Inc |
11.08%
13,860
|
$2,742,612,000 | 0.51% |
| Advanced Micro Devices Inc. |
9.31%
16,055
|
$2,604,282,000 | 0.48% |
| Costco Whsl Corp New |
1.24%
3,030
|
$2,575,808,000 | 0.48% |
| Spdr Ser Tr |
1.61%
339,707
|
$14,410,981,000 | 2.66% |
| Netflix Inc. |
5.74%
2,794
|
$1,885,616,000 | 0.35% |
| Meta Platforms Inc |
8.23%
3,714
|
$1,872,872,000 | 0.35% |
| Blackstone Inc |
14.43%
15,026
|
$1,860,207,000 | 0.34% |
| Proshares Tr |
27.75%
22,093
|
$2,057,975,000 | 0.38% |
| Johnson & Johnson |
3.88%
11,355
|
$1,659,747,000 | 0.31% |
| Pfizer Inc. |
0.03%
56,445
|
$1,579,221,000 | 0.29% |
| Palo Alto Networks Inc |
2.29%
4,502
|
$1,526,225,000 | 0.28% |
| First Tr Exch Traded Fd Iii |
28.10%
23,820
|
$1,490,894,000 | 0.28% |
| Procter And Gamble Co |
0.08%
8,999
|
$1,483,996,000 | 0.27% |
| American Express Co. |
5.90%
6,384
|
$1,478,219,000 | 0.27% |
| Automatic Data Processing In |
Closed
5,860
|
$1,463,493,000 | |
| Wells Fargo Co New |
0.46%
24,032
|
$1,427,254,000 | 0.26% |
| Home Depot, Inc. |
12.09%
3,932
|
$1,354,011,000 | 0.25% |
| Walmart Inc |
0.12%
19,821
|
$1,342,158,000 | 0.25% |
| Public Svc Enterprise Grp In |
0.34%
18,025
|
$1,328,414,000 | 0.25% |
| Camping World Holdings Inc |
23.07%
71,751
|
$1,281,430,000 | 0.24% |
| Global X Fds |
24.35%
287,360
|
$6,671,787,000 | 1.23% |
| Pepsico Inc |
7.64%
6,749
|
$1,113,293,000 | 0.21% |
| Invesco Exchange Traded Fd T |
3.88%
12,844
|
$1,491,826,000 | 0.28% |
| Vanguard Admiral Fds Inc |
1.07%
3,229
|
$1,076,666,000 | 0.20% |
| Vanguard Whitehall Fds |
22.78%
17,164
|
$1,563,589,000 | 0.29% |
| JPMorgan Chase & Co. |
0.66%
4,719
|
$954,617,000 | 0.18% |
| International Business Machs |
0.56%
5,489
|
$949,295,000 | 0.18% |
| Exxon Mobil Corp. |
33.96%
8,208
|
$944,800,000 | 0.17% |
| Paccar Inc. |
9.48%
9,068
|
$933,461,000 | 0.17% |
| Bank America Corp |
6.99%
22,577
|
$897,903,000 | 0.17% |
| Eli Lilly & Co |
3.34%
928
|
$840,570,000 | 0.16% |
| Barclays Bank PLC |
32.49%
26,064
|
$835,614,000 | 0.15% |
| Booz Allen Hamilton Hldg Cor |
0.25%
5,319
|
$818,575,000 | 0.15% |
| Vanguard Intl Equity Index F |
1.19%
24,842
|
$1,387,727,000 | 0.26% |
| Ford Mtr Co Del |
1.58%
61,942
|
$776,753,000 | 0.14% |
| Select Sector Spdr Tr |
6.94%
18,748
|
$2,546,115,000 | 0.47% |
| Mcdonalds Corp |
25.01%
2,897
|
$738,544,000 | 0.14% |
| Verizon Communications Inc |
0.29%
17,886
|
$737,644,000 | 0.14% |
| Novo-nordisk A S |
21.04%
5,109
|
$729,258,000 | 0.13% |
| Qualcomm, Inc. |
1.98%
3,494
|
$696,137,000 | 0.13% |
| Enovix Corporation |
1.05%
44,819
|
$692,903,000 | 0.13% |
| First Tr Exchng Traded Fd Vi |
27.45%
57,172
|
$1,627,881,000 | 0.30% |
| Lockheed Martin Corp. |
0.75%
1,468
|
$685,537,000 | 0.13% |
| Prudential Finl Inc |
Closed
5,657
|
$664,133,000 | |
| VanEck ETF Trust |
7.57%
2,459
|
$641,261,000 | 0.12% |
| Invesco Exch Traded Fd Tr Ii |
5.12%
30,710
|
$1,298,367,000 | 0.24% |
| Unitedhealth Group Inc |
1.20%
1,235
|
$629,025,000 | 0.12% |
| AMGEN Inc. |
0.15%
2,004
|
$626,240,000 | 0.12% |
| SiteOne Landscape Supply Inc |
No change
5,106
|
$619,919,000 | 0.11% |
| Ameriprise Finl Inc |
6.68%
1,369
|
$584,824,000 | 0.11% |
| RTX Corp |
3.00%
5,662
|
$568,411,000 | 0.10% |
| Ishares Tr |
Opened
5,259
|
$565,973,000 | 0.10% |
| Clorox Co. |
8.22%
4,057
|
$553,654,000 | 0.10% |
| First Tr Value Line Divid In |
8.08%
13,579
|
$553,346,000 | 0.10% |
| Invesco Actvely Mngd Etc Fd |
5.77%
38,617
|
$542,575,000 | 0.10% |
| Fidelity Merrimack Str Tr |
Opened
11,986
|
$538,532,000 | 0.10% |
| First Tr High Yield Opprt 20 |
0.61%
37,259
|
$533,554,000 | 0.10% |
| Constellation Energy Corp |
No change
2,627
|
$526,110,000 | 0.10% |
| Eaton Corp Plc |
1.76%
1,675
|
$525,116,000 | 0.10% |
| Deere & Co. |
2.48%
1,378
|
$514,863,000 | 0.10% |
| Colgate-Palmolive Co. |
5.68%
5,262
|
$510,592,000 | 0.09% |
| General Dynamics Corp. |
6.46%
1,737
|
$504,033,000 | 0.09% |
| Vanguard Tax-managed Fds |
9.64%
10,069
|
$497,616,000 | 0.09% |
| Accenture Plc Ireland |
1.69%
1,629
|
$494,340,000 | 0.09% |
| Grayscale Bitcoin Tr Btc |
4.77%
9,241
|
$491,989,000 | 0.09% |
| Ark Etf Tr |
7.32%
55,053
|
$1,971,254,000 | 0.36% |
| Visa Inc |
0.95%
1,800
|
$472,664,000 | 0.09% |
| Caterpillar Inc. |
8.38%
1,410
|
$469,958,000 | 0.09% |
| Ishares Silver Tr |
1.20%
17,510
|
$465,245,000 | 0.09% |
| Enterprise Prods Partners L |
Closed
15,555
|
$453,895,000 | |
| First Tr Exchange Traded Fd |
2.01%
4,324
|
$452,037,000 | 0.08% |
| Oracle Corp. |
8.80%
3,139
|
$443,458,000 | 0.08% |
| Vanguard Bd Index Fds |
3.70%
11,384
|
$847,026,000 | 0.16% |
| PayPal Holdings Inc |
0.86%
7,607
|
$441,433,000 | 0.08% |
| Lam Research Corp. |
7.87%
410
|
$436,590,000 | 0.08% |
| Clearway Energy, Inc. |
0.40%
17,525
|
$432,696,000 | 0.08% |
| Chipotle Mexican Grill |
5,012.78%
6,800
|
$426,023,000 | 0.08% |
| Honeywell International Inc |
0.70%
1,992
|
$425,498,000 | 0.08% |
| Abbvie Inc |
6.36%
2,475
|
$424,423,000 | 0.08% |
| Dominos Pizza Inc |
0.25%
814
|
$420,441,000 | 0.08% |
| Super Micro Computer Inc |
53.54%
499
|
$408,858,000 | 0.08% |
| Hershey Company |
14.09%
2,201
|
$404,561,000 | 0.07% |
| Citigroup Inc |
2.92%
6,209
|
$393,993,000 | 0.07% |
| Kimberly-Clark Corp. |
0.35%
2,849
|
$393,748,000 | 0.07% |
| Consolidated Edison, Inc. |
No change
4,400
|
$393,448,000 | 0.07% |
| Indexiq Etf Tr |
10.46%
14,654
|
$391,262,000 | 0.07% |
| PDD Holdings Inc |
45.07%
2,925
|
$388,879,000 | 0.07% |
| Etf Ser Solutions |
Opened
6,170
|
$387,463,000 | 0.07% |
| Simplify Exchange Traded Fun |
4.22%
12,268
|
$385,194,000 | 0.07% |
| Fs Kkr Cap Corp |
0.47%
19,325
|
$381,286,000 | 0.07% |
| Thermo Fisher Scientific Inc. |
11.39%
677
|
$374,805,000 | 0.07% |
| Nike, Inc. |
1.44%
4,941
|
$372,432,000 | 0.07% |
| Tjx Cos Inc New |
14.08%
3,374
|
$371,478,000 | 0.07% |
| Univest Financial Corporatio |
No change
16,250
|
$370,988,000 | 0.07% |
| Adobe Inc |
3.56%
650
|
$361,102,000 | 0.07% |
| Invesco Exchange Traded Fd T |
Opened
7,546
|
$345,273,000 | 0.06% |
| RH |
3.39%
1,398
|
$341,726,000 | 0.06% |
| Cencora Inc. |
0.73%
1,495
|
$336,824,000 | 0.06% |
| Crowdstrike Holdings Inc |
3.95%
875
|
$335,291,000 | 0.06% |
| Mastercard Incorporated |
2.35%
747
|
$329,627,000 | 0.06% |
| Compass Diversified |
0.32%
14,633
|
$320,308,000 | 0.06% |
| Spdr Gold Tr |
12.25%
1,475
|
$317,141,000 | 0.06% |
| Salesforce Inc |
44.60%
1,220
|
$313,692,000 | 0.06% |
| Occidental Pete Corp |
5.51%
4,890
|
$308,236,000 | 0.06% |
| Investment Managers Ser Tr I |
No change
9,626
|
$307,859,000 | 0.06% |
| Waste Mgmt Inc Del |
0.07%
1,433
|
$305,943,000 | 0.06% |
| Disney Walt Co |
5.52%
3,080
|
$305,820,000 | 0.06% |
| New York Cmnty Bancorp Inc |
Closed
91,141
|
$293,474,000 | |
| Powershares Actively Managed |
No change
5,851
|
$291,965,000 | 0.05% |
| Chevron Corp. |
8.23%
1,862
|
$291,360,000 | 0.05% |
| Global Pmts Inc |
2.57%
2,958
|
$286,038,000 | 0.05% |
| Direxion Shs Etf Tr |
No change
7,560
|
$284,103,000 | 0.05% |
| Ishares Inc |
1.83%
15,543
|
$743,220,000 | 0.14% |
| Exchange Traded Concepts Tru |
No change
5,071
|
$279,413,000 | 0.05% |
| Moog Inc. |
5.50%
1,668
|
$279,240,000 | 0.05% |
| Micron Technology Inc. |
18.05%
2,119
|
$278,713,000 | 0.05% |
| Ecolab, Inc. |
No change
1,171
|
$278,705,000 | 0.05% |
| Exelon Corp. |
0.09%
7,834
|
$271,135,000 | 0.05% |
| Beyond Inc |
Closed
7,530
|
$270,403,000 | |
| KraneShares Trust |
Closed
10,278
|
$269,799,000 | |
| Abbott Labs |
0.70%
2,597
|
$269,781,000 | 0.05% |
| Janus Detroit Str Tr |
Closed
5,292
|
$256,699,000 | |
| Canadian Pacific Kansas City |
Closed
2,888
|
$254,636,000 | |
| The Southern Co. |
0.28%
3,247
|
$251,871,000 | 0.05% |
| Starbucks Corp. |
Closed
2,717
|
$248,333,000 | |
| Cisco Sys Inc |
14.67%
5,096
|
$242,128,000 | 0.04% |
| Indexiq Active Etf Tr |
No change
9,875
|
$238,778,000 | 0.04% |
| Cigna Group (The) |
1.26%
708
|
$233,914,000 | 0.04% |
| Goldman Sachs Group, Inc. |
14.85%
516
|
$233,424,000 | 0.04% |
| Ishares Tr |
Closed
6,452
|
$435,490,000 | |
| Coca-Cola Co |
0.85%
3,663
|
$233,237,000 | 0.04% |
| Philip Morris International Inc |
0.53%
2,297
|
$232,756,000 | 0.04% |
| Bristol-Myers Squibb Co. |
Closed
4,271
|
$231,602,000 | |
| Vanguard Scottsdale Fds |
Opened
2,851
|
$227,922,000 | 0.04% |
| Uber Technologies Inc |
39.17%
3,123
|
$226,979,000 | 0.04% |
| Marvell Technology Inc |
25.30%
3,207
|
$224,169,000 | 0.04% |
| First Tr Lrge Cp Core Alpha |
0.18%
2,269
|
$220,088,000 | 0.04% |
| Boeing Co. |
Closed
1,139
|
$219,818,000 | |
| NextEra Energy Inc |
Opened
2,979
|
$210,968,000 | 0.04% |
| Amplify Etf Tr |
12.09%
5,446
|
$210,754,000 | 0.04% |
| Prologis Inc |
Closed
1,576
|
$205,219,000 | |
| Select Sector Spdr Tr |
Opened
3,011
|
$205,144,000 | 0.04% |
| AT&T Inc. |
Opened
10,707
|
$204,610,000 | 0.04% |
| American Elec Pwr Co Inc |
0.17%
2,329
|
$204,347,000 | 0.04% |
| Cardinal Health, Inc. |
No change
2,078
|
$204,309,000 | 0.04% |
| Palantir Technologies Inc. |
Closed
8,842
|
$203,454,000 | |
| Wisdomtree Tr |
Closed
3,316
|
$202,359,000 | |
| Constellation Brands, Inc. |
Closed
744
|
$202,189,000 | |
| Wisdomtree Tr |
Opened
6,388
|
$201,795,000 | 0.04% |
| Agnc Invt Corp |
No change
14,575
|
$139,046,000 | 0.03% |
| Pioneer Pwr Solutions Inc |
No change
33,240
|
$131,963,000 | 0.02% |
| Graniteshares Etf Tr |
No change
10,000
|
$128,100,000 | 0.02% |
| Purecycle Technologies Inc |
2.38%
20,537
|
$121,579,000 | 0.02% |
| Gabelli Equity Tr Inc |
No change
21,842
|
$113,578,000 | 0.02% |
| Eaton Vance Tax-managed Glob |
No change
11,500
|
$97,175,000 | 0.02% |
| Eaton Vance Risk-managed Div |
2.32%
10,425
|
$91,530,000 | 0.02% |
| Indie Semiconductor Inc |
Closed
10,700
|
$75,756,000 | |
| The Realreal Inc |
No change
20,000
|
$63,800,000 | 0.01% |
| PLBY Group, Inc. |
2.96%
36,651
|
$28,474,000 | 0.01% |
| Bigbear Ai Hldgs Inc |
No change
15,000
|
$22,650,000 | 0.00% |
| Agenus Inc |
Closed
18,180
|
$10,544,000 | |
| No transactions found | |||
| Showing first 500 out of 182 holdings | |||
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