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Insight Advisors, LLC/ PA

Q3 2021 Holdings

Filed 2021-11-12 | 315 holdings | $334.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Wisdomtree TR(SHAG)YIELD ENHANCED97717Y808$53310,4680.2%
Citigroup Inc(C)COM NEW172967424$5357,9800.2%
Univest Financial Corporatio(UVSP)COM915271100$53618,0000.2%
First TR Exchange-Traded FD(LMBS)FST LOW OPPT EFT33739Q200$53810,6820.2%
Ishares TR(GLOF)MSCI GBL MULTIFC46434V316$54013,9500.2%
Spdr SER TR(MDYV)S&P 400 MDCP VAL78464A839$5447,6080.2%
Vanguard World FD(MGK)MEGA GRWTH IND921910816$5452,0960.2%
Applied Matls Inc(AMAT)COM038222105$5453,6330.2%
Palo Alto Networks Inc(PANW)COM697435105$5501,1140.2%
HUT 8 MNG CorpCOM44812T102$55037,4310.2%
Spdr SER TR(SLYV)S&P 600 SMCP VAL78464A300$5546,2900.2%
Caterpillar Inc(CAT)COM149123101$5582,7430.2%
Visa Inc(V)COM CL A92826C839$5632,6950.2%
Ameriprise Finl Inc(AMP)COM03076C106$5651,8420.2%
Amgen Inc(AMGN)COM031162100$5702,6530.2%
Vanguard Index FDS(VB)SMALL CP ETF922908751$5702,4100.2%
Invesco Exch TRD SLF IDX FD(POWA)DEFENSIVE EQTY46138J775$5718,1710.2%
Ishares TR(IVE)S&P 500 VAL ETF464287408$5763,7560.2%
Sofi Technologies Inc(SOFI)COM83406F102$60125,8230.2%
Carlyle Group Inc(CG)COM14316J108$60410,2460.2%
Global X FDS(CLOU)CLOUD COMPUTNG37954Y442$60618,8520.2%
Qualcomm Inc(QCOM)COM747525103$6083,8970.2%
Vanguard Whitehall FDS(VYM)HIGH DIV YLD921946406$6165,6210.2%
Vanguard BD Index FDS(BND)TOTAL BND MRKT921937835$6167,2000.2%
First TR Exchange-Traded FD(QCLN)NAS CLNEDG GREEN33733E500$6167,5710.2%
Unitedhealth Group Inc(UNH)COM91324P102$6281,3750.2%
Invesco Exchange Traded FD T(RSP)S&P500 EQL WGT46137V357$6353,9700.2%
Coinbase Global Inc(COIN)COM CL A19260Q107$6411,8600.2%
Invesco Exchange Traded FD T(RPG)S&P500 PUR GWT46137V266$6412,9450.2%
RH(RH)COM74967X103$6559880.2%
Adobe Systems Incorporated(ADBE)COM00724F101$6559710.2%
Vanguard BD Index FDS(BSV)SHORT TRM BOND921937827$6618,1000.2%
Hershey Co(HSY)COM427866108$6643,7870.2%
Invesco Exch Traded FD TR II(SPMO)S&P 500 MOMNTM46138E339$66910,2800.2%
Pacer FDS TR(USAI)AMERCN ENRGY IND69374H634$67326,6490.2%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$6736,1530.2%
Ishares TR(IJK)S&P MC 400GR ETF464287606$6787,7610.2%
Select Sector Spdr TR(XLE)ENERGY81369Y506$70412,2360.2%
BlackRock Inc(BLKCHF)COM09247X101$7107440.2%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$7193,0140.2%
Wisdomtree TRFLOATNG RAT TREA97717X628$72228,7640.2%
Deere & Co(DE)COM244199105$7222,0580.2%
Ishares TR(IJH)CORE S&P MCP ETF464287507$7262,5290.2%
Ishares TR(FLOT)FLTG RATE NT ETF46429B655$73214,4210.2%
Lowes COS Inc(LOW)COM548661107$7383,1030.2%
Colgate Palmolive Co(CL)COM194162103$7389,5530.2%
Invesco Exch Traded FD TR II(PFIG)FNDMNTL IG CRP46138E693$74627,9140.2%
Wisdomtree TR(DWMF)INTK MLTIFACTR97717Y774$74727,9140.2%
Ishares TR(TIP)TIPS BD ETF464287176$7495,8000.2%
Spdr Index SHS FDS(SPEM)PORTFOLIO EMG MK78463X509$76617,7020.2%
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