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Insight Wealth Strategies

Latest statistics and disclosures from Insight Wealth Strategies's latest quarterly 13F-HR filing:

Top 5 stock holdings are CVX, VCLT, PFF, TLT, SPMO, and represent 17.38% of Insight Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: DFIP (+$19M), IDMO (+$17M), CDX (+$12M), XLV (+$12M), IEMG (+$7.3M), BKR (+$5.2M), CEG (+$5.0M), WFRD, ABT, MRK.
Started 16 new stock positions in HFGM, CDX, BKR, SWK, WFRD, XLV, ABT, QCOM, REGN, IEMG. NEAR, CEG, MRK, CAIE, IDMO, DFIP.
Reduced shares in these 10 stocks: ICVT (-$22M), FDN (-$12M), QUAL (-$9.1M), STX (-$6.8M), HEZU (-$6.7M), BKLN (-$6.6M), CTVA, SYY, LVHI, SHW.
Sold out of its positions in AMT, BRO, CSCO, CTVA, FIS, FMHI, HON, HUBB, ICE, ICVT. XLY, SHW, SYY, CLSE, UNP, VUG.
Insight Wealth Strategies was a net buyer of stock by $11M.
Insight Wealth Strategies has $849M in assets under management (AUM), dropping by 7.21%.
Central Index Key (CIK): 0001749914

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Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 171 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Chevron Corporation (CVX)	4.0	$34M		219k	155.29	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	3.6	$30M	+2%	391k	77.65	View chart
Ishares Tr Pfd And Incm Sec (PFF)	3.4	$29M		901k	31.62	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.3	$28M	+3%	314k	89.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	3.1	$27M		220k	121.06	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.1	$26M	+3%	444k	59.20	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	3.1	$26M	-6%	638k	41.11	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	2.8	$24M	+3%	461k	51.54	View chart
T Rowe Price Etf Floating Rate (TFLR)	2.8	$24M	+9%	457k	51.45	View chart
Ishares Tr High Yld Systm B (HYDB)	2.7	$23M	+4%	482k	47.84	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	2.4	$20M	-18%	586k	34.75	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	2.2	$19M	NEW	449k	42.23	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.2	$19M	-33%	95k	194.50	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	2.0	$17M	NEW	307k	53.99	View chart
Lam Research Corp Com New (LRCX)	1.6	$13M	-7%	99k	133.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.5	$13M		90k	140.95	View chart
Select Sector Spdr Tr Communication (XLC)	1.5	$13M		107k	118.37	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.5	$13M		125k	99.53	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.4	$12M	-7%	129k	95.14	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.4	$12M		90k	135.23	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	1.4	$12M	-35%	568k	20.93	View chart
Apple (AAPL)	1.4	$12M	+22%	47k	254.63	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	1.4	$12M	NEW	515k	22.91	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.4	$12M	NEW	84k	139.17	View chart
Bny Mellon Etf Trust Global Infrasctr (BKGI)	1.1	$9.7M	+4%	250k	38.94	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	1.1	$9.1M		243k	37.27	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$8.3M		29k	281.86	View chart
Microsoft Corporation (MSFT)	1.0	$8.2M		16k	517.94	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.9	$7.6M	-46%	181k	42.16	View chart
American Express Company (AXP)	0.9	$7.6M		23k	332.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$7.4M		31k	243.10	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$7.3M	NEW	111k	65.92	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.8	$6.9M	-3%	62k	111.47	View chart
Palantir Technologies Cl A (PLTR)	0.8	$6.5M	-10%	36k	182.42	View chart
Comfort Systems USA (FIX)	0.8	$6.4M		7.8k	825.16	View chart
Amazon (AMZN)	0.7	$6.3M	+7%	29k	219.57	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.7	$6.2M	-52%	26k	236.06	View chart
Kla Corp Com New (KLAC)	0.7	$6.1M	-6%	5.7k	1078.60	View chart
NVIDIA Corporation (NVDA)	0.7	$6.1M	-5%	33k	186.58	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.7	$5.9M	+3%	139k	42.60	View chart
Leidos Holdings (LDOS)	0.7	$5.6M		30k	188.96	View chart
IDEXX Laboratories (IDXX)	0.6	$5.5M		8.5k	638.89	View chart
AmerisourceBergen (COR)	0.6	$5.4M	+14%	17k	312.52	View chart
Jefferies Finl Group (JEF)	0.6	$5.3M		82k	65.42	View chart
Meta Platforms Cl A (META)	0.6	$5.2M	+3%	7.1k	734.41	View chart
Baker Hughes Company Cl A (BKR)	0.6	$5.2M	NEW	106k	48.72	View chart
Oracle Corporation (ORCL)	0.6	$5.1M	-3%	18k	281.24	View chart
Home Depot (HD)	0.6	$5.1M		13k	405.19	View chart
Automatic Data Processing (ADP)	0.6	$5.1M	+14%	17k	293.49	View chart
Broadcom (AVGO)	0.6	$5.0M	-27%	15k	329.92	View chart
Constellation Energy (CEG)	0.6	$5.0M	NEW	15k	329.07	View chart
Weatherford Intl Ord Shs (WFRD)	0.6	$5.0M	NEW	73k	68.43	View chart
Abbott Laboratories (ABT)	0.6	$4.9M	NEW	37k	133.94	View chart
Motorola Solutions Com New (MSI)	0.6	$4.9M		11k	457.28	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.6	$4.8M	+24%	48k	99.95	View chart
Merck & Co (MRK)	0.6	$4.8M	NEW	57k	83.93	View chart
Moody's Corporation (MCO)	0.6	$4.8M		10k	476.46	View chart
Stanley Black & Decker (SWK)	0.6	$4.8M	NEW	64k	74.33	View chart
McKesson Corporation (MCK)	0.6	$4.8M	+5%	6.2k	772.58	View chart
Qualcomm (QCOM)	0.6	$4.8M	NEW	29k	166.36	View chart
Cdw (CDW)	0.6	$4.7M	+13%	30k	159.28	View chart
W.W. Grainger (GWW)	0.6	$4.7M	+13%	5.0k	953.00	View chart
Cheniere Energy Com New (LNG)	0.5	$4.5M	+2%	19k	234.98	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$4.4M		6.6k	666.23	View chart
Paccar (PCAR)	0.5	$4.4M		45k	98.32	View chart
Blue Bird Corp (BLBD)	0.5	$4.4M	-4%	76k	57.55	View chart
Block Cl A (XYZ)	0.5	$4.2M	-11%	59k	72.27	View chart
Intuit (INTU)	0.5	$4.2M	+85%	6.1k	682.94	View chart
Regeneron Pharmaceuticals (REGN)	0.5	$4.1M	NEW	7.3k	562.27	View chart
Cintas Corporation (CTAS)	0.5	$4.0M		20k	205.27	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.5	$4.0M		79k	50.90	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$3.9M		41k	95.15	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$3.9M		36k	106.49	View chart
Dynatrace Com New (DT)	0.5	$3.8M	+3%	79k	48.45	View chart
Payoneer Global (PAYO)	0.5	$3.8M		633k	6.05	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$3.8M		75k	51.08	View chart
Fortinet (FTNT)	0.4	$3.6M		43k	84.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$3.6M	-2%	72k	50.07	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$3.6M	+4%	15k	246.60	View chart
Verisk Analytics (VRSK)	0.4	$3.5M	+13%	14k	251.52	View chart
Advanced Micro Devices (AMD)	0.4	$3.5M		22k	161.79	View chart
Godaddy Cl A (GDDY)	0.4	$3.5M	+19%	25k	136.83	View chart
JPMorgan Chase & Co. (JPM)	0.4	$3.3M		11k	315.42	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$3.2M		33k	96.46	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.3	$2.9M	-7%	43k	68.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.9M		12k	243.56	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$2.8M	-7%	30k	95.19	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.3	$2.8M	-6%	28k	97.99	View chart
SM Energy (SM)	0.3	$2.7M		108k	24.97	View chart
Waste Management (WM)	0.3	$2.7M	+13%	12k	220.84	View chart
Old Republic International Corporation (ORI)	0.3	$2.6M	+3%	61k	42.47	View chart
Cardinal Health (CAH)	0.3	$2.6M	+2%	16k	156.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.5M	+2%	4.1k	600.31	View chart
Hartford Financial Services (HIG)	0.3	$2.4M	+6%	18k	133.39	View chart
Wal-Mart Stores (WMT)	0.2	$1.9M		19k	103.06	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.2	$1.8M	+7%	34k	53.92	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.8M		16k	112.75	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$1.5M		5.7k	256.46	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$1.2M		24k	50.70	View chart
Tesla Motors (TSLA)	0.1	$1.2M		2.7k	444.72	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$1.2M	+70%	50k	24.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.1M	-8%	1.7k	669.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.1M	+14%	12k	93.37	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.1	$1.0M		12k	90.50	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$983k	+3%	19k	51.50	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$945k		5.7k	164.55	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$856k	+133%	31k	27.97	View chart
TJX Companies (TJX)	0.1	$830k	-6%	5.7k	144.55	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$814k		12k	68.08	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$811k		18k	46.24	View chart
Netflix (NFLX)	0.1	$794k		662.00	1198.92	View chart
Ishares Tr S&p 500 Buywrite (IVVW)	0.1	$761k	+58%	16k	46.57	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.1	$731k		29k	24.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$710k		6.0k	118.83	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$695k	NEW	25k	27.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$679k	+2%	1.1k	612.38	View chart
Tidal Trust I Unlimited Hfgm (HFGM)	0.1	$660k	NEW	21k	31.61	View chart
Visa Com Cl A (V)	0.1	$640k		1.9k	341.38	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$634k	-7%	7.1k	89.57	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$592k		12k	50.78	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$583k	+37%	3.5k	165.45	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$565k	-3%	4.7k	120.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$558k		1.1k	502.54	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$532k	-44%	1.1k	468.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$527k		2.4k	215.79	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$487k		5.7k	84.83	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$486k		3.4k	142.11	View chart
Pacer Fds Tr Swan Sos Mod Jan (PSMD)	0.1	$453k	+32%	14k	31.64	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$439k		9.9k	44.19	View chart
Wec Energy Group (WEC)	0.1	$426k		3.7k	114.60	View chart
Targa Res Corp (TRGP)	0.0	$418k		2.5k	167.56	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$395k	-96%	1.4k	279.84	View chart
Strategy Ns 7handl Idx (HNDL)	0.0	$389k		17k	22.28	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$380k	-24%	7.1k	53.87	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$379k		7.4k	51.23	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.0	$376k	NEW	7.3k	51.28	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.0	$376k		3.6k	104.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$373k		1.5k	241.98	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.0	$371k	-2%	5.1k	72.57	View chart
Ishares Intl High Yield (HYXU)	0.0	$355k		6.4k	55.61	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.0	$342k		14k	23.83	View chart
Ge Aerospace Com New (GE)	0.0	$342k	+2%	1.1k	300.94	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.0	$322k		14k	23.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$317k		893.00	355.47	View chart
Arch Cap Group Ord (ACGL)	0.0	$306k	-92%	3.4k	90.74	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$304k		932.00	326.32	View chart
Ies Hldgs (IESC)	0.0	$294k	-47%	739.00	397.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$286k		4.8k	59.92	View chart
Pepsi (PEP)	0.0	$285k	+5%	2.0k	140.44	View chart
Mueller Industries (MLI)	0.0	$275k	-6%	2.7k	101.12	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.0	$274k		5.2k	52.69	View chart
Bank of America Corporation (BAC)	0.0	$271k	-34%	5.2k	51.59	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.0	$266k		9.9k	26.82	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$262k	-5%	3.0k	87.30	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.0	$261k	+2%	27k	9.67	View chart
Reinsurance Grp Of America I Com New (RGA)	0.0	$260k	-94%	1.4k	192.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$256k		781.00	328.17	View chart
Texas Instruments Incorporated (TXN)	0.0	$255k	-2%	1.4k	183.78	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.0	$254k		11k	22.34	View chart
Bio Rad Labs Cl A (BIO)	0.0	$254k		906.00	280.39	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$252k		7.9k	31.91	View chart
Lowe's Companies (LOW)	0.0	$248k		986.00	251.22	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$247k	-2%	2.0k	125.92	View chart
Wisdomtree Tr Intk Mltifactr (DWMF)	0.0	$243k		7.6k	31.89	View chart
Invesco Municipal Income Opp Trust (OIA)	0.0	$237k		39k	6.03	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$225k		1.1k	203.53	View chart
Coca-Cola Company (KO)	0.0	$223k	+7%	3.4k	66.31	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$211k	-4%	3.7k	57.32	View chart
Spdr Series Trust S&p Oilgas Exp (XOP)	0.0	$201k	-11%	1.5k	132.18	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$153k		14k	11.39	View chart
Richardson Electronics (RELL)	0.0	$98k		10k	9.79	View chart

Past Filings by Insight Wealth Strategies

SEC 13F filings are viewable for Insight Wealth Strategies going back to 2018

Insight Wealth Strategies 2025 Q3 filed Oct. 6, 2025
Insight Wealth Strategies 2025 Q2 filed July 7, 2025
Insight Wealth Strategies 2025 Q1 filed April 3, 2025
Insight Wealth Strategies 2024 Q4 filed Jan. 6, 2025
Insight Wealth Strategies 2024 Q3 filed Oct. 7, 2024
Insight Wealth Strategies 2024 Q2 filed July 8, 2024
Insight Wealth Strategies 2024 Q1 filed April 5, 2024
Insight Wealth Strategies 2023 Q4 filed Jan. 12, 2024
Insight Wealth Strategies 2023 Q3 filed Oct. 13, 2023
Insight Wealth Strategies 2023 Q2 filed July 14, 2023
Insight Wealth Strategies 2023 Q1 filed April 6, 2023
Insight Wealth Strategies 2022 Q4 filed Jan. 6, 2023
Insight Wealth Strategies 2022 Q3 filed Oct. 3, 2022
Insight Wealth Strategies 2022 Q2 filed July 1, 2022
Insight Wealth Strategies 2022 Q1 filed April 12, 2022
Insight Wealth Strategies 2021 Q4 filed Jan. 31, 2022

View all past filings

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