Insight Advisors, LLC/ PA Diversified Active

Location: Newtown, PA

CIK: 0001844880 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 10, 2025

Total Value: $655M (100.0% shares, 0.0% debt)

Holdings (289)

CAOS EA SERIES TRUST 26.2%
Value $172M Shares 1,918,587 Est. Cost $78.38 Unrealized
BOXX EA SERIES TRUST 5.5%
Value $36.07M Shares 316,722 Est. Cost $104.46 Unrealized
NVDA NVIDIA CORPORATION 3.8%
Value $24.83M Shares 133,078 Est. Cost $92.41 Unrealized +88.6%
SPY SPDR S&P 500 ETF TR 3.5%
Value $22.63M Shares 33,959 Est. Cost $527.23 Unrealized
AAPL APPLE INC 3.2%
Value $21.26M Shares 83,485 Est. Cost $118.83 Unrealized +89.8%
QGRW WISDOMTREE TR 2.4%
Value $15.8M Shares 275,472 Est. Cost $45.67 Unrealized
DGRW WISDOMTREE TR 2.4%
Value $15.76M Shares 177,183 Est. Cost $72.38 Unrealized
AVGO BROADCOM INC 1.8%
Value $11.47M Shares 34,766 Est. Cost $152.75 Unrealized +100.2%
AMZN AMAZON COM INC 1.6%
Value $10.34M Shares 47,082 Est. Cost $129.81 Unrealized +74.4%
MSFT MICROSOFT CORP 1.4%
Value $9.208M Shares 17,754 Est. Cost $233.83 Unrealized +117.6%
AGGY WISDOMTREE TR 1.3%
Value $8.809M Shares 198,987 Est. Cost $44.35 Unrealized
WTV WISDOMTREE TR 1.2%
Value $7.588M Shares 83,381 Est. Cost $84.19 Unrealized
QQQ INVESCO QQQ TR 1.1%
Value $7.245M Shares 12,042 Est. Cost $434.93 Unrealized
VUG VANGUARD INDEX FDS 1.1%
Value $6.882M Shares 14,346 Est. Cost $253.33 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 1.0%
Value $6.871M Shares 134,620 Est. Cost $50.81 Unrealized
VOO VANGUARD INDEX FDS 1.0%
Value $6.584M Shares 10,740 Est. Cost $473.77 Unrealized
SPDW SPDR INDEX SHS FDS 1.0%
Value $6.394M Shares 149,428 Est. Cost $35.61 Unrealized
GOOGL ALPHABET INC 1.0%
Value $6.286M Shares 25,844 Est. Cost $118.18 Unrealized +77.0%
SCHD SCHWAB STRATEGIC TR 0.9%
Value $5.792M Shares 212,147 Est. Cost $39.19 Unrealized
IVV ISHARES TR 0.7%
Value $4.883M Shares 7,284 Est. Cost $401.71 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.7%
Value $4.747M Shares 93,578 Est. Cost $50.63 Unrealized
GOOG ALPHABET INC 0.7%
Value $4.6M Shares 18,886 Est. Cost $136.59 Unrealized +53.7%
DXJ WISDOMTREE TR 0.7%
Value $4.392M Shares 34,307 Est. Cost $109.98 Unrealized
HEDJ WISDOMTREE TR 0.7%
Value $4.351M Shares 86,321 Est. Cost $48.12 Unrealized
MTGP WISDOMTREE TR 0.7%
Value $4.29M Shares 96,284 Est. Cost $43.62 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $4.122M Shares 8,199 Est. Cost $332.93 Unrealized +45.5%
VGT VANGUARD WORLD FD 0.6%
Value $3.868M Shares 5,166 Est. Cost $413.43 Unrealized
LCOW PACER FDS TR 0.6%
Value $3.86M Shares 165,799 Est. Cost $21.85 Unrealized
XSOE WISDOMTREE TR 0.6%
Value $3.807M Shares 100,338 Est. Cost $32.99 Unrealized
VTV VANGUARD INDEX FDS 0.5%
Value $3.558M Shares 19,070 Est. Cost $121.00 Unrealized
IGLD FIRST TR EXCHANGE-TRADED FD 0.5%
Value $3.548M Shares 148,201 Est. Cost $20.43 Unrealized
IJH ISHARES TR 0.5%
Value $3.341M Shares 51,198 Est. Cost $67.92 Unrealized
NFLX NETFLIX INC 0.5%
Value $3.244M Shares 2,706 Est. Cost $45.40 Unrealized +168.9%
HYTI FIRST TR EXCHANGE-TRADED FD 0.5%
Value $3.173M Shares 158,709 Est. Cost $20.01 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value $3.136M Shares 3,380 Est. Cost $489.70 Unrealized +95.4%
GLD SPDR GOLD TR 0.5%
Value $3.109M Shares 8,745 Est. Cost $280.04 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.5%
Value $3.102M Shares 19,173 Est. Cost $96.75 Unrealized +66.8%
TLH ISHARES TR 0.5%
Value $2.964M Shares 28,777 Est. Cost $103.68 Unrealized
ICOW PACER FDS TR 0.4%
Value $2.874M Shares 78,922 Est. Cost $30.99 Unrealized
DFII FIRST TR EXCHANGE-TRADED FD 0.4%
Value $2.848M Shares 118,200 Est. Cost $24.02 Unrealized
GCOW PACER FDS TR 0.4%
Value $2.844M Shares 71,779 Est. Cost $38.04 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.4%
Value $2.695M Shares 44,983 Est. Cost $59.56 Unrealized
TSLA TESLA INC 0.4%
Value $2.628M Shares 5,909 Est. Cost $252.56 Unrealized +37.3%
BX BLACKSTONE INC 0.4%
Value $2.499M Shares 14,608 Est. Cost $61.15 Unrealized +177.2%
VOT VANGUARD INDEX FDS 0.4%
Value $2.492M Shares 8,481 Est. Cost $212.09 Unrealized
SPYM SPDR SERIES TRUST 0.4%
Value $2.443M Shares 31,170 Est. Cost $58.97 Unrealized
SIGI SELECTIVE INS GROUP INC 0.4%
Value $2.416M Shares 29,805 Est. Cost $55.25 Unrealized +44.1%
EES WISDOMTREE TR 0.3%
Value $2.248M Shares 40,241 Est. Cost $44.66 Unrealized
META META PLATFORMS INC 0.3%
Value $2.243M Shares 3,052 Est. Cost $303.32 Unrealized +145.0%
IVE ISHARES TR 0.3%
Value $2.223M Shares 10,761 Est. Cost $179.09 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value $2.196M Shares 7,380 Est. Cost $267.09 Unrealized
FSIG FIRST TR EXCHANGE-TRADED FD 0.3%
Value $2.024M Shares 105,361 Est. Cost $18.84 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value $2.022M Shares 9,931 Est. Cost $152.00 Unrealized +25.9%
WFC WELLS FARGO CO NEW 0.3%
Value $2.021M Shares 24,111 Est. Cost $23.04 Unrealized +249.3%
JNJ JOHNSON & JOHNSON 0.3%
Value $1.971M Shares 10,625 Est. Cost $133.28 Unrealized +27.2%
INTC INTEL CORP 0.3%
Value $1.963M Shares 58,521 Est. Cost $24.89 Unrealized -2.7%
EPI WISDOMTREE TR 0.3%
Value $1.93M Shares 43,663 Est. Cost $45.81 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $1.923M Shares 10,539 Est. Cost $62.15 Unrealized +160.8%
QHY WISDOMTREE TR 0.3%
Value $1.919M Shares 41,224 Est. Cost $45.30 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value $1.896M Shares 5,708 Est. Cost $106.44 Unrealized +197.4%
MRK MERCK & CO INC 0.3%
Value $1.819M Shares 21,660 Est. Cost $75.53 Unrealized +7.3%
DGRO ISHARES TR 0.3%
Value $1.783M Shares 26,184 Est. Cost $52.19 Unrealized
VOE VANGUARD INDEX FDS 0.3%
Value $1.743M Shares 9,985 Est. Cost $119.29 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value $1.739M Shares 8,051 Est. Cost $145.67 Unrealized
SPIB SPDR SERIES TRUST 0.3%
Value $1.684M Shares 49,682 Est. Cost $35.70 Unrealized
IVW ISHARES TR 0.3%
Value $1.682M Shares 13,931 Est. Cost $65.65 Unrealized
JPM JPMORGAN CHASE & CO. 0.2%
Value $1.554M Shares 4,924 Est. Cost $114.71 Unrealized +158.0%
WMT WALMART INC 0.2%
Value $1.542M Shares 14,953 Est. Cost $52.62 Unrealized +88.6%
PHYS SPROTT ASSET MANAGEMENT LP 0.2%
Value $1.508M Shares 50,924 Est. Cost $15.31 Unrealized
AGZ ISHARES TR 0.2%
Value $1.48M Shares 13,405 Est. Cost $108.77 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $1.471M Shares 5,212 Est. Cost $103.40 Unrealized +151.0%
MGK VANGUARD WORLD FD 0.2%
Value $1.449M Shares 3,595 Est. Cost $220.50 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.2%
Value $1.42M Shares 17,011 Est. Cost $49.91 Unrealized +65.7%
PAVE GLOBAL X FDS 0.2%
Value $1.404M Shares 29,457 Est. Cost $30.46 Unrealized
HD HOME DEPOT INC 0.2%
Value $1.389M Shares 3,424 Est. Cost $243.82 Unrealized +59.6%
SPTM SPDR SERIES TRUST 0.2%
Value $1.345M Shares 16,670 Est. Cost $48.95 Unrealized
ONEO SPDR SERIES TRUST 0.2%
Value $1.329M Shares 10,324 Est. Cost $91.06 Unrealized
LQTI FIRST TR EXCHANGE-TRADED FD 0.2%
Value $1.288M Shares 63,112 Est. Cost $20.37 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value $1.281M Shares 8,335 Est. Cost $126.61 Unrealized +22.3%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value $1.251M Shares 6,586 Est. Cost $149.45 Unrealized
IWF ISHARES TR 0.2%
Value $1.236M Shares 2,638 Est. Cost $258.94 Unrealized
IBND SPDR SERIES TRUST 0.2%
Value $1.235M Shares 38,246 Est. Cost $32.05 Unrealized
FALN ISHARES TR 0.2%
Value $1.234M Shares 44,432 Est. Cost $28.33 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value $1.218M Shares 5,836 Est. Cost $143.11 Unrealized
SPYD SPDR SERIES TRUST 0.2%
Value $1.214M Shares 27,591 Est. Cost $35.40 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.2%
Value $1.172M Shares 2,690 Est. Cost $230.08 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.2%
Value $1.15M Shares 44,480 Est. Cost $22.64 Unrealized
LLY ELI LILLY & CO 0.2%
Value $1.141M Shares 1,493 Est. Cost $551.58 Unrealized +34.6%
XOM EXXON MOBIL CORP 0.2%
Value $1.125M Shares 9,975 Est. Cost $74.98 Unrealized +46.3%
BAC BANK AMERICA CORP 0.2%
Value $1.122M Shares 21,755 Est. Cost $33.24 Unrealized +45.4%
SMLV SPDR SERIES TRUST 0.2%
Value $1.109M Shares 8,550 Est. Cost $99.72 Unrealized
QTUM ETF SER SOLUTIONS 0.2%
Value $1.092M Shares 10,392 Est. Cost $71.83 Unrealized
CEG CONSTELLATION ENERGY CORP 0.2%
Value $1.071M Shares 3,255 Est. Cost $108.81 Unrealized +196.1%
SPTI SPDR SERIES TRUST 0.2%
Value $1.071M Shares 37,063 Est. Cost $31.29 Unrealized
CWH CAMPING WORLD HLDGS INC 0.2%
Value $1.055M Shares 66,804 Est. Cost $25.53 Unrealized -34.2%
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value $1.032M Shares 15,879 Est. Cost $45.74 Unrealized
ECOW PACER FDS TR 0.2%
Value $1.021M Shares 41,766 Est. Cost $22.18 Unrealized
BBIN J P MORGAN EXCHANGE TRADED F 0.2%
Value $1.02M Shares 14,546 Est. Cost $58.54 Unrealized
RTX RTX CORPORATION 0.1%
Value $937K Shares 5,597 Est. Cost $83.27 Unrealized +85.3%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value $936K Shares 13,110 Est. Cost $58.34 Unrealized
FIRST TR HIGH YIELD OPPRT 20 0.1%
Value $912K Shares 62,957 Est. Cost $14.11 Unrealized
IJR ISHARES TR 0.1%
Value $903K Shares 7,592 Est. Cost $97.22 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value $890K Shares 6,317 Est. Cost $105.39 Unrealized
BLOK AMPLIFY ETF TR 0.1%
Value $878K Shares 13,098 Est. Cost $57.11 Unrealized
AOA ISHARES TR 0.1%
Value $865K Shares 9,813 Est. Cost $67.00 Unrealized
ORCL ORACLE CORP 0.1%
Value $865K Shares 3,072 Est. Cost $90.96 Unrealized +179.4%
FV FIRST TR EXCHANGE TRADED FD 0.1%
Value $857K Shares 13,833 Est. Cost $48.47 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.1%
Value $845K Shares 9,418 Est. Cost $63.30 Unrealized
WTAI WISDOMTREE TR 0.1%
Value $843K Shares 29,532 Est. Cost $21.04 Unrealized
COWZ PACER FDS TR 0.1%
Value $826K Shares 14,366 Est. Cost $50.33 Unrealized
IWM ISHARES TR 0.1%
Value $820K Shares 3,386 Est. Cost $208.33 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $817K Shares 9,140 Est. Cost $78.07 Unrealized
FBND FIDELITY MERRIMACK STR TR 0.1%
Value $815K Shares 17,626 Est. Cost $45.25 Unrealized
PEP PEPSICO INC 0.1%
Value $803K Shares 5,713 Est. Cost $132.72 Unrealized +5.8%
SHAG WISDOMTREE TR 0.1%
Value $800K Shares 16,681 Est. Cost $49.58 Unrealized
MCD MCDONALDS CORP 0.1%
Value $785K Shares 2,583 Est. Cost $203.46 Unrealized +48.1%
SMH VANECK ETF TRUST 0.1%
Value $783K Shares 2,396 Est. Cost $208.65 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $772K Shares 17,568 Est. Cost $41.23 Unrealized +3.1%
SPLB SPDR SERIES TRUST 0.1%
Value $770K Shares 33,292 Est. Cost $27.50 Unrealized
SLV ISHARES SILVER TR 0.1%
Value $756K Shares 17,831 Est. Cost $22.48 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value $741K Shares 3,089 Est. Cost $177.14 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $733K Shares 2,227 Est. Cost $235.51 Unrealized
F FORD MTR CO 0.1%
Value $713K Shares 59,584 Est. Cost $9.35 Unrealized +21.1%
V VISA INC 0.1%
Value $710K Shares 2,074 Est. Cost $231.07 Unrealized +49.4%
PFIG INVESCO EXCH TRADED FD TR II 0.1%
Value $702K Shares 28,981 Est. Cost $25.47 Unrealized
BAC BANK AMERICA CORP 0.1%
Value $702K Shares 13,600 Est. Cost $33.24 Unrealized +45.4%
PCAR PACCAR INC 0.1%
Value $702K Shares 7,136 Est. Cost $60.90 Unrealized +59.1%
CAT CATERPILLAR INC 0.1%
Value $693K Shares 1,449 Est. Cost $193.80 Unrealized +119.5%
SCHG SCHWAB STRATEGIC TR 0.1%
Value $677K Shares 21,205 Est. Cost $58.35 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $675K Shares 1,377 Est. Cost $320.33 Unrealized +42.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value $667K Shares 2,366 Est. Cost $190.67 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.1%
Value $656K Shares 5,097 Est. Cost $137.14 Unrealized -1.1%
ETN EATON CORP PLC 0.1%
Value $651K Shares 1,739 Est. Cost $142.00 Unrealized +155.8%
AMP AMERIPRISE FINL INC 0.1%
Value $632K Shares 1,287 Est. Cost $168.46 Unrealized +202.8%
USRT ISHARES TR 0.1%
Value $626K Shares 10,662 Est. Cost $49.62 Unrealized
C CITIGROUP INC 0.1%
Value $625K Shares 6,160 Est. Cost $43.33 Unrealized +117.2%
XLG INVESCO EXCHANGE TRADED FD T 0.1%
Value $616K Shares 10,699 Est. Cost $47.60 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $613K Shares 1,226 Est. Cost $423.18 Unrealized +5.9%
RS RELIANCE INC 0.1%
Value $594K Shares 2,116 Est. Cost $296.62 Unrealized +1.1%
DE DEERE & CO 0.1%
Value $592K Shares 1,293 Est. Cost $292.53 Unrealized +67.4%
SLYV SPDR SERIES TRUST 0.1%
Value $591K Shares 6,664 Est. Cost $70.65 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value $585K Shares 43,552 Est. Cost $17.04 Unrealized
QCOM QUALCOMM INC 0.1%
Value $581K Shares 3,490 Est. Cost $135.64 Unrealized +15.9%
UBER UBER TECHNOLOGIES INC 0.1%
Value $579K Shares 5,914 Est. Cost $53.63 Unrealized +74.4%
GNOM GLOBAL X FDS 0.1%
Value $579K Shares 14,913 Est. Cost $38.83 Unrealized
DES WISDOMTREE TR 0.1%
Value $573K Shares 17,025 Est. Cost $29.27 Unrealized
BUG GLOBAL X FDS 0.1%
Value $572K Shares 16,264 Est. Cost $28.78 Unrealized
MDYV SPDR SERIES TRUST 0.1%
Value $559K Shares 6,707 Est. Cost $62.28 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value $552K Shares 693 Est. Cost $400.75 Unrealized +83.4%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value $547K Shares 5,471 Est. Cost $78.29 Unrealized +34.3%
ABBV ABBVIE INC 0.1%
Value $546K Shares 2,358 Est. Cost $113.10 Unrealized +78.6%
AMGN AMGEN INC 0.1%
Value $544K Shares 1,926 Est. Cost $198.68 Unrealized +44.2%
GD GENERAL DYNAMICS CORP 0.1%
Value $544K Shares 1,594 Est. Cost $157.24 Unrealized +99.5%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $541K Shares 9,021 Est. Cost $46.44 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value $509K Shares 4,203 Est. Cost $58.19 Unrealized
IWD ISHARES TR 0.1%
Value $508K Shares 2,490 Est. Cost $138.53 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value $506K Shares 7,542 Est. Cost $176.44 Unrealized -60.1%
LGLV SPDR SERIES TRUST 0.1%
Value $498K Shares 2,797 Est. Cost $140.58 Unrealized
CLOU GLOBAL X FDS 0.1%
Value $498K Shares 21,408 Est. Cost $19.74 Unrealized
ITA ISHARES TR 0.1%
Value $494K Shares 2,359 Est. Cost $117.20 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $488K Shares 1,746 Est. Cost $191.90 Unrealized
ONEY SPDR SERIES TRUST 0.1%
Value $480K Shares 4,246 Est. Cost $95.86 Unrealized
FTHI FIRST TR EXCHANGE TRADED FD 0.1%
Value $472K Shares 19,889 Est. Cost $20.34 Unrealized
TJX TJX COS INC NEW 0.1%
Value $467K Shares 3,233 Est. Cost $60.70 Unrealized +117.9%
MA MASTERCARD INCORPORATED 0.1%
Value $465K Shares 817 Est. Cost $351.58 Unrealized +63.1%
VB VANGUARD INDEX FDS 0.1%
Value $459K Shares 1,798 Est. Cost $197.61 Unrealized
CWEN CLEARWAY ENERGY INC 0.1%
Value $453K Shares 16,050 Est. Cost $22.90 Unrealized +29.3%
ED CONSOLIDATED EDISON INC 0.1%
Value $442K Shares 4,400 Est. Cost $65.02 Unrealized +52.5%
EMB ISHARES TR 0.1%
Value $434K Shares 4,564 Est. Cost $105.58 Unrealized
NKE NIKE INC 0.1%
Value $425K Shares 6,088 Est. Cost $110.93 Unrealized -33.5%
HSY HERSHEY CO 0.1%
Value $420K Shares 2,244 Est. Cost $149.51 Unrealized +20.2%
MUB ISHARES TR 0.1%
Value $420K Shares 3,939 Est. Cost $106.09 Unrealized
CLX CLOROX CO DEL 0.1%
Value $419K Shares 3,399 Est. Cost $148.30 Unrealized -17.6%
ENVX ENOVIX CORPORATION 0.1%
Value $419K Shares 42,003 Est. Cost $12.32 Unrealized -7.9%
FXH FIRST TR EXCHANGE TRADED FD 0.1%
Value $416K Shares 3,789 Est. Cost $114.88 Unrealized
BLK BLACKROCK INC 0.1%
Value $415K Shares 356 Est. Cost $991.05 Unrealized +11.9%
XLV SELECT SECTOR SPDR TR 0.1%
Value $414K Shares 2,969 Est. Cost $124.18 Unrealized
SPEM SPDR INDEX SHS FDS 0.1%
Value $409K Shares 8,731 Est. Cost $41.52 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $402K Shares 5,032 Est. Cost $72.71 Unrealized +16.4%
PM PHILIP MORRIS INTL INC 0.1%
Value $401K Shares 2,473 Est. Cost $76.14 Unrealized +116.9%
CALF PACER FDS TR 0.1%
Value $399K Shares 9,109 Est. Cost $43.10 Unrealized
EFA ISHARES TR 0.1%
Value $390K Shares 4,170 Est. Cost $73.44 Unrealized
IHDG WISDOMTREE TR 0.1%
Value $386K Shares 8,375 Est. Cost $44.55 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value $384K Shares 3,087 Est. Cost $116.81 Unrealized +8.6%
RH RH 0.1%
Value $383K Shares 1,884 Est. Cost $260.07 Unrealized -16.5%
EFAX SPDR INDEX SHS FDS 0.1%
Value $380K Shares 7,707 Est. Cost $50.61 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value $367K Shares 4,935 Est. Cost $80.17 Unrealized
AMGN AMGEN INC 0.1%
Value $367K Shares 1,300 Est. Cost $198.68 Unrealized +44.2%
NVO NOVO-NORDISK A S 0.1%
Value $358K Shares 6,452 Est. Cost $92.62 Unrealized
IJK ISHARES TR 0.1%
Value $357K Shares 3,720 Est. Cost $72.28 Unrealized
UVSP UNIVEST FINANCIAL CORPORATIO 0.1%
Value $353K Shares 11,750 Est. Cost $23.76 Unrealized +29.2%
EXC EXELON CORP 0.1%
Value $353K Shares 7,834 Est. Cost $24.62 Unrealized +76.2%
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value $348K Shares 2,304 Est. Cost $151.22 Unrealized
CSCO CISCO SYS INC 0.1%
Value $347K Shares 5,064 Est. Cost $40.95 Unrealized +64.6%
FSK FS KKR CAP CORP 0.1%
Value $340K Shares 22,799 Est. Cost $9.49 Unrealized +83.8%
AGNG GLOBAL X FDS 0.1%
Value $335K Shares 10,012 Est. Cost $30.23 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value $333K Shares 1,189 Est. Cost $186.55 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value $331K Shares 1,341 Est. Cost $258.02 Unrealized +1.0%
MU MICRON TECHNOLOGY INC 0.0%
Value $324K Shares 1,938 Est. Cost $93.22 Unrealized +37.1%
DLS WISDOMTREE TR 0.0%
Value $324K Shares 4,070 Est. Cost $64.98 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $319K Shares 4,001 Est. Cost $72.41 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.0%
Value $318K Shares 3,761 Est. Cost $73.69 Unrealized
ECL ECOLAB INC 0.0%
Value $318K Shares 1,161 Est. Cost $176.26 Unrealized +53.4%
ELD WISDOMTREE TR 0.0%
Value $316K Shares 11,009 Est. Cost $27.24 Unrealized
SPAB SPDR SERIES TRUST 0.0%
Value $314K Shares 12,162 Est. Cost $28.69 Unrealized
MSTR STRATEGY INC 0.0%
Value $313K Shares 970 Est. Cost $318.57 Unrealized +16.5%
ABT ABBOTT LABS 0.0%
Value $312K Shares 2,326 Est. Cost $106.49 Unrealized +22.6%
APH AMPHENOL CORP NEW 0.0%
Value $306K Shares 2,475 Est. Cost $81.67 Unrealized +33.9%
VHT VANGUARD WORLD FD 0.0%
Value $303K Shares 1,164 Est. Cost $261.12 Unrealized
IEFA ISHARES TR 0.0%
Value $303K Shares 3,466 Est. Cost $64.78 Unrealized
USFR WISDOMTREE TR 0.0%
Value $300K Shares 5,963 Est. Cost $50.29 Unrealized
DVY ISHARES TR 0.0%
Value $299K Shares 2,103 Est. Cost $127.27 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $299K Shares 2,770 Est. Cost $90.50 Unrealized +11.1%
GPN GLOBAL PMTS INC 0.0%
Value $299K Shares 3,594 Est. Cost $162.09 Unrealized -48.3%
DIS DISNEY WALT CO 0.0%
Value $299K Shares 2,607 Est. Cost $143.64 Unrealized -18.6%
SO SOUTHERN CO 0.0%
Value $297K Shares 3,137 Est. Cost $49.52 Unrealized +86.2%
DLN WISDOMTREE TR 0.0%
Value $296K Shares 3,406 Est. Cost $107.51 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $296K Shares 1,406 Est. Cost $166.10 Unrealized +24.7%
IWP ISHARES TR 0.0%
Value $295K Shares 2,069 Est. Cost $104.46 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value $295K Shares 682 Est. Cost $335.44 Unrealized +34.4%
GSY INVESCO ACTIVELY MANAGED EXC 0.0%
Value $294K Shares 5,851 Est. Cost $50.65 Unrealized
USAI PACER FDS TR 0.0%
Value $293K Shares 7,349 Est. Cost $32.44 Unrealized
ETHA ISHARES ETHEREUM TR 0.0%
Value $291K Shares 9,247 Est. Cost $31.51 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $291K Shares 841 Est. Cost $327.21 Unrealized -8.6%
CVX CHEVRON CORP NEW 0.0%
Value $290K Shares 1,863 Est. Cost $106.71 Unrealized +42.7%
COR CENCORA INC 0.0%
Value $286K Shares 915 Est. Cost $153.51 Unrealized +91.2%
GLXY GALAXY DIGITAL INC. 0.0%
Value $283K Shares 8,382 Est. Cost $26.97 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value $282K Shares 4,266 Est. Cost $45.53 Unrealized +34.9%
PTLC PACER FDS TR 0.0%
Value $280K Shares 5,114 Est. Cost $35.49 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $279K Shares 2,479 Est. Cost $77.93 Unrealized +38.8%
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value $279K Shares 12,372 Est. Cost $15.09 Unrealized
NEM NEWMONT CORP 0.0%
Value $273K Shares 3,232 Est. Cost $69.39 Unrealized 0.0%
GE GE AEROSPACE 0.0%
Value $271K Shares 902 Est. Cost $218.59 Unrealized +24.8%
HGRO ETF OPPORTUNITIES TRUST 0.0%
Value $270K Shares 9,830 Est. Cost $27.44 Unrealized
ISHP FIRST TR EXCHANGE TRADED FD 0.0%
Value $268K Shares 6,409 Est. Cost $39.55 Unrealized
FEX FIRST TR EXCHANGE-TRADED ALP 0.0%
Value $268K Shares 2,293 Est. Cost $90.17 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $267K Shares 4,927 Est. Cost $50.05 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $264K Shares 1,196 Est. Cost $162.25 Unrealized +37.9%
HWM HOWMET AEROSPACE INC 0.0%
Value $262K Shares 1,333 Est. Cost $153.62 Unrealized +18.5%
BSV VANGUARD BD INDEX FDS 0.0%
Value $261K Shares 3,309 Est. Cost $82.21 Unrealized
ARKK ARK ETF TR 0.0%
Value $261K Shares 3,020 Est. Cost $109.31 Unrealized
IJJ ISHARES TR 0.0%
Value $259K Shares 1,997 Est. Cost $88.90 Unrealized
USMV ISHARES TR 0.0%
Value $257K Shares 2,698 Est. Cost $69.21 Unrealized
VOX VANGUARD WORLD FD 0.0%
Value $252K Shares 1,345 Est. Cost $171.03 Unrealized
KO COCA COLA CO 0.0%
Value $251K Shares 3,784 Est. Cost $46.17 Unrealized +47.1%
FTCS FIRST TR EXCHANGE-TRADED FD 0.0%
Value $251K Shares 2,675 Est. Cost $83.97 Unrealized
LEMB ISHARES INC 0.0%
Value $248K Shares 6,010 Est. Cost $33.20 Unrealized
NOW SERVICENOW INC 0.0%
Value $247K Shares 268 Est. Cost $188.66 Unrealized -1.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value $242K Shares 2,780 Est. Cost $69.04 Unrealized
IDEV ISHARES TR 0.0%
Value $241K Shares 3,000 Est. Cost $80.17 Unrealized
IPKW INVESCO EXCH TRADED FD TR II 0.0%
Value $238K Shares 4,522 Est. Cost $43.24 Unrealized
MOG/A MOOG INC 0.0%
Value $238K Shares 1,143 Est. Cost $146.36 Unrealized +31.6%
OXY OCCIDENTAL PETE CORP 0.0%
Value $238K Shares 5,034 Est. Cost $59.38 Unrealized -24.6%
OKLO OKLO INC 0.0%
Value $235K Shares 2,103 Est. Cost $78.30 Unrealized 0.0%
DIVO AMPLIFY ETF TR 0.0%
Value $232K Shares 5,189 Est. Cost $35.74 Unrealized
T AT&T INC 0.0%
Value $231K Shares 8,188 Est. Cost $16.57 Unrealized +69.4%
LRCX LAM RESEARCH CORP 0.0%
Value $230K Shares 1,720 Est. Cost $74.98 Unrealized +40.7%
NBIS NEBIUS GROUP N.V. 0.0%
Value $230K Shares 2,048 Est. Cost $69.43 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $229K Shares 5,843 Est. Cost $61.52 Unrealized -26.8%
MTUM ISHARES TR 0.0%
Value $226K Shares 878 Est. Cost $240.08 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value $226K Shares 2,568 Est. Cost $82.18 Unrealized
XLI SELECT SECTOR SPDR TR 0.0%
Value $224K Shares 1,452 Est. Cost $147.51 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value $224K Shares 2,452 Est. Cost $86.09 Unrealized
FCTE ETF OPPORTUNITIES TRUST 0.0%
Value $217K Shares 8,171 Est. Cost $26.60 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $217K Shares 2,876 Est. Cost $67.89 Unrealized +6.4%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value $217K Shares 2,421 Est. Cost $73.33 Unrealized
REAL THE REALREAL INC 0.0%
Value $213K Shares 20,000 Est. Cost $1.45 Unrealized +409.7%
PFE PFIZER INC 0.0%
Value $210K Shares 8,219 Est. Cost $24.14 Unrealized 0.0%
VST VISTRA CORP 0.0%
Value $210K Shares 1,069 Est. Cost $147.45 Unrealized +34.1%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $209K Shares 2,488 Est. Cost $62.28 Unrealized +18.0%
CRM SALESFORCE INC 0.0%
Value $208K Shares 878 Est. Cost $246.45 Unrealized +2.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value $207K Shares 3,835 Est. Cost $53.87 Unrealized
RACE FERRARI N V 0.0%
Value $206K Shares 425 Est. Cost $464.62 Unrealized +3.1%
COF CAPITAL ONE FINL CORP 0.0%
Value $205K Shares 964 Est. Cost $185.05 Unrealized +17.7%
MCK MCKESSON CORP 0.0%
Value $205K Shares 265 Est. Cost $703.03 Unrealized 0.0%
MLI MUELLER INDS INC 0.0%
Value $202K Shares 2,000 Est. Cost $91.43 Unrealized 0.0%
CI THE CIGNA GROUP 0.0%
Value $200K Shares 694 Est. Cost $295.68 Unrealized -0.8%
AGNC AGNC INVT CORP 0.0%
Value $197K Shares 20,164 Est. Cost $9.74 Unrealized
BIZD VANECK ETF TRUST 0.0%
Value $196K Shares 13,131 Est. Cost $16.67 Unrealized
GABELLI EQUITY TR INC 0.0%
Value $133K Shares 21,842 Est. Cost $5.52 Unrealized
PCIG LITMAN GREGORY FDS TR 0.0%
Value $122K Shares 13,026 Est. Cost $9.86 Unrealized
HIPS GRANITESHARES ETF TR 0.0%
Value $118K Shares 10,000 Est. Cost $15.80 Unrealized
CODI COMPASS DIVERSIFIED 0.0%
Value $113K Shares 17,114 Est. Cost $19.94 Unrealized -65.4%
MRK MERCK & CO INC 0.0%
Value $109K Shares 1,300 Est. Cost $75.53 Unrealized +7.3%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value $105K Shares 11,500 Est. Cost $8.78 Unrealized
EATON VANCE RISK-MANAGED DIV 0.0%
Value $104K Shares 11,614 Est. Cost $10.19 Unrealized
AAPL APPLE INC 0.0%
Value $102K Shares 400 Est. Cost $118.83 Unrealized +89.8%
ABRDN INCOME CREDIT STRATEGI 0.0%
Value $65,888 Shares 11,360 Est. Cost $6.62 Unrealized
INVZ INNOVIZ TECHNOLOGIES LTD 0.0%
Value $31,416 Shares 15,400 Est. Cost $1.12 Unrealized +52.4%