Insight Wealth Strategies
Latest statistics and disclosures from Insight Wealth Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PAAA, SPMO, DYNF, VCLT, VLUE, and represent 15.73% of Insight Wealth Strategies's stock portfolio.
- Added to shares of these 10 stocks: PAAA (+$33M), FLTR (+$28M), TLT (+$25M), VRP (+$23M), GARP (+$21M), FNDF (+$20M), KRE (+$19M), TFLR (+$14M), KLAC (+$10M), HFGM (+$9.8M).
- Started 28 new stock positions in UCTT, CF, TER, VRP, GHYG, VXF, VGMS, USXF, ACWX, APP.
- Reduced shares in these 10 stocks: GSIE (-$27M), IGLB (-$25M), LQD (-$23M), JMBS (-$21M), PGHY (-$16M), QUAL (-$14M), TUA (-$14M), , HEZU (-$11M), BKGI (-$10M).
- Sold out of its positions in ABT, CTAS, VISN, HIG, IDXX, PGHY, EMB, IGLB, SLV, JBBB. JMBS, KR, MCO, SHEL, JNK, XLV, XLF, TUA, XYZ, VIG, VRSK, ACN, XPRO.
- Insight Wealth Strategies was a net buyer of stock by $38M.
- Insight Wealth Strategies has $1.0B in assets under management (AUM), dropping by 14.38%.
- Central Index Key (CIK): 0001749914
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Portfolio Holdings for Insight Wealth Strategies
Insight Wealth Strategies holds 182 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 3.3 | $34M | +3395% | 656k | 51.29 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 3.3 | $34M | +14% | 215k | 155.32 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.2 | $33M | +3% | 490k | 67.50 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 3.1 | $31M | +16% | 420k | 74.65 |
|
| Ishares Tr Msci Usa Value (VLUE) | 2.9 | $30M | -2% | 152k | 195.47 |
|
| Chevron Corporation (CVX) | 2.8 | $28M | -2% | 171k | 165.69 |
|
| Vaneck Etf Trust Ig Floa Rate Etf (FLTR) | 2.8 | $28M | NEW | 1.1M | 25.53 |
|
| T Rowe Price Exchange-traded Floating Rate (TFLR) | 2.7 | $28M | +102% | 558k | 50.39 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 2.7 | $27M | +8% | 679k | 40.40 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.6 | $27M | +990% | 317k | 85.52 |
|
| Lam Research Corp Com New (LRCX) | 2.3 | $24M | -12% | 61k | 391.26 |
|
| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 2.3 | $23M | -12% | 302k | 77.17 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 2.3 | $23M | +4% | 386k | 59.88 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 2.2 | $23M | NEW | 931k | 24.34 |
|
| Ishares Tr Msci Us Garp Etf (GARP) | 2.0 | $21M | NEW | 256k | 81.70 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 2.0 | $20M | NEW | 384k | 52.15 |
|
| Spdr Series Trust St Str Sp Regbnk (KRE) | 1.8 | $19M | NEW | 247k | 76.18 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.8 | $19M | +55% | 185k | 101.13 |
|
| Ishares Core Msci Emkt (IEMG) | 1.7 | $17M | +14% | 213k | 80.63 |
|
| Simplify Exchange Traded Fun High Yield Etf (CDX) | 1.6 | $16M | +12% | 764k | 20.95 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.5 | $16M | 126k | 124.35 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 1.5 | $16M | 93k | 166.00 |
|
|
| Apple (AAPL) | 1.4 | $14M | +3% | 47k | 294.38 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.3 | $14M | 73k | 185.62 |
|
|
| Ishares Tr U.s. Pharma Etf (IHE) | 1.2 | $12M | +3% | 123k | 98.29 |
|
| Advisors Inner Circle Fd Iii Strategas Macro (SAMT) | 1.1 | $12M | 252k | 46.78 |
|
|
| Kla Corp Com New (KLAC) | 1.1 | $12M | +745% | 44k | 266.19 |
|
| Tidal Trust I Unlimited Hfgm (HFGM) | 1.1 | $11M | +637% | 377k | 30.23 |
|
| Liquidia Corporation Com New (LQDA) | 1.0 | $9.8M | -12% | 124k | 79.32 |
|
| Digitalocean Hldgs (DOCN) | 0.9 | $9.2M | -31% | 64k | 144.58 |
|
| Fortinet (FTNT) | 0.9 | $9.2M | +5% | 58k | 158.98 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.9 | $9.0M | -49% | 9.8k | 915.23 |
|
| Comfort Systems USA (FIX) | 0.8 | $8.6M | -14% | 4.6k | 1865.18 |
|
| Stanley Black & Decker (SWK) | 0.8 | $7.7M | +20% | 84k | 91.34 |
|
| Microsoft Corporation (MSFT) | 0.8 | $7.7M | +7% | 20k | 384.28 |
|
| NVIDIA Corporation Call Option (NVDA) | 0.8 | $7.7M | +27% | 39k | 197.58 |
|
| Home Depot (HD) | 0.7 | $7.5M | +34% | 22k | 350.85 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $7.4M | -2% | 21k | 361.21 |
|
| Amazon (AMZN) | 0.7 | $7.3M | +7% | 30k | 241.70 |
|
| Biogen Idec (BIIB) | 0.7 | $7.2M | +16% | 34k | 209.74 |
|
| W.W. Grainger (GWW) | 0.7 | $7.1M | 5.3k | 1338.20 |
|
|
| Astrana Health Com New (ASTH) | 0.7 | $7.1M | 143k | 49.81 |
|
|
| Incyte Corporation (INCY) | 0.7 | $7.1M | NEW | 62k | 113.81 |
|
| AmerisourceBergen (COR) | 0.7 | $7.0M | +37% | 24k | 288.42 |
|
| Applovin Corp Com Cl A (APP) | 0.7 | $6.9M | NEW | 12k | 564.61 |
|
| Popular Com New (BPOP) | 0.7 | $6.9M | NEW | 41k | 168.50 |
|
| Teradyne (TER) | 0.7 | $6.9M | NEW | 16k | 427.34 |
|
| Cdw (CDW) | 0.7 | $6.9M | +4% | 50k | 138.41 |
|
| Merck & Co (MRK) | 0.7 | $6.8M | +8% | 54k | 125.37 |
|
| Motorola Solutions Com New (MSI) | 0.7 | $6.8M | +25% | 16k | 418.94 |
|
| Broadcom (AVGO) | 0.7 | $6.8M | -7% | 18k | 369.33 |
|
| Centene Corporation (CNC) | 0.7 | $6.7M | -19% | 98k | 68.35 |
|
| Ringcentral Cl A (RNG) | 0.6 | $6.6M | NEW | 162k | 40.99 |
|
| Huntington Ingalls Inds (HII) | 0.6 | $6.3M | +70% | 23k | 278.97 |
|
| Century Aluminum Company (CENX) | 0.6 | $6.2M | 144k | 43.03 |
|
|
| Ultra Clean Holdings (UCTT) | 0.6 | $6.2M | NEW | 48k | 129.59 |
|
| Illumina (ILMN) | 0.6 | $6.1M | NEW | 33k | 183.89 |
|
| Bwx Technologies (BWXT) | 0.6 | $5.9M | NEW | 31k | 191.25 |
|
| CF Industries Holdings (CF) | 0.6 | $5.9M | NEW | 55k | 108.16 |
|
| Devon Energy Corporation (DVN) | 0.6 | $5.9M | +7% | 146k | 40.25 |
|
| NetApp (NTAP) | 0.6 | $5.8M | NEW | 37k | 156.38 |
|
| Constellation Energy (CEG) | 0.6 | $5.8M | +25% | 25k | 236.50 |
|
| Knowles (KN) | 0.6 | $5.8M | NEW | 144k | 40.51 |
|
| Qualcomm (QCOM) | 0.5 | $5.5M | 30k | 181.92 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.5 | $5.5M | +26% | 8.7k | 624.72 |
|
| Baker Hughes Company Cl A (BKR) | 0.5 | $5.4M | +5% | 101k | 53.82 |
|
| Weatherford Intl Ord Shs (WFRD) | 0.5 | $5.1M | +6% | 64k | 80.21 |
|
| Blue Bird Corp (BLBD) | 0.5 | $4.9M | -3% | 63k | 77.88 |
|
| Advanced Micro Devices (AMD) | 0.5 | $4.9M | -51% | 9.1k | 540.88 |
|
| Arrow Electronics (ARW) | 0.5 | $4.8M | NEW | 23k | 209.61 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $4.8M | -5% | 6.4k | 745.74 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.5 | $4.7M | -82% | 44k | 108.46 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.5 | $4.7M | +6% | 92k | 51.49 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $4.7M | -31% | 155k | 30.47 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $4.5M | +2% | 13k | 357.89 |
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $4.5M | +6% | 42k | 107.34 |
|
| Ishares Tr Mbs Etf (MBB) | 0.4 | $4.5M | +7% | 48k | 94.02 |
|
| Leidos Holdings (LDOS) | 0.4 | $4.4M | +55% | 43k | 103.07 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.4 | $4.4M | +7% | 86k | 50.91 |
|
| Flex Ord (FLEX) | 0.4 | $4.3M | NEW | 28k | 153.53 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $4.2M | +7% | 84k | 50.47 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $4.0M | +3% | 12k | 334.07 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $3.9M | -4% | 42k | 93.25 |
|
| Cardinal Health (CAH) | 0.3 | $3.6M | +7% | 15k | 237.72 |
|
| Old Republic International Corporation (ORI) | 0.3 | $3.5M | +23% | 86k | 41.02 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $3.3M | +7% | 35k | 94.03 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.3 | $2.8M | -90% | 62k | 45.47 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.7M | -11% | 3.7k | 725.25 |
|
| Wisdomtree Tr Us Effic Core Fd (NTSX) | 0.2 | $2.3M | +3% | 39k | 58.92 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.9M | -13% | 14k | 136.28 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.8M | +42% | 2.4k | 748.99 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $1.7M | -8% | 18k | 96.89 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $1.6M | 5.0k | 328.10 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $1.6M | -90% | 7.1k | 218.86 |
|
| Bny Mellon Etf Trust Global Infrasctr (BKGI) | 0.1 | $1.5M | -87% | 33k | 43.98 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $1.4M | +6% | 28k | 51.37 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.4M | 14k | 103.02 |
|
|
| Calamos Etf Tr Autoc Incom Etf (CAIE) | 0.1 | $1.4M | +19% | 52k | 27.00 |
|
| Ea Series Trust Rela Sen Tac Etf (MOOD) | 0.1 | $1.4M | +16% | 32k | 43.46 |
|
| Pacer Fds Tr Swan Sos Mod Jan (PSMD) | 0.1 | $1.4M | +55% | 40k | 34.30 |
|
| Spdr Series Trust St Str Conv Etf (CWB) | 0.1 | $1.2M | 12k | 105.85 |
|
|
| Tesla Motors (TSLA) | 0.1 | $1.2M | 2.8k | 425.30 |
|
|
| Franklin Templeton Etf Tr Senior Loan Etf (FLBL) | 0.1 | $1.1M | -12% | 49k | 22.87 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $1.1M | +3% | 24k | 45.40 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $916k | 4.9k | 187.32 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $904k | 12k | 76.10 |
|
|
| Visa Com Cl A (V) | 0.1 | $779k | +4% | 2.2k | 351.11 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $772k | 1.1k | 685.68 |
|
|
| Spdr Series Trust St Nuve High Etf (HYMB) | 0.1 | $734k | -2% | 29k | 25.32 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $725k | +37% | 13k | 55.11 |
|
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.1 | $711k | 3.9k | 181.97 |
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| TJX Companies (TJX) | 0.1 | $695k | -19% | 4.6k | 151.35 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $689k | 4.7k | 147.53 |
|
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| Wisdomtree Tr Infla Plus Fd (WTIP) | 0.1 | $672k | +169% | 20k | 34.41 |
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| Targa Res Corp (TRGP) | 0.1 | $654k | 2.5k | 257.81 |
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| Meta Platforms Cl A (META) | 0.1 | $653k | -7% | 1.1k | 612.72 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $628k | -81% | 5.0k | 125.73 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $613k | +309% | 5.0k | 123.02 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $580k | 935.00 | 620.27 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $579k | -4% | 1.2k | 499.55 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $569k | 4.2k | 136.88 |
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| Ishares Tr S&p 500 Buyw Etf (IVVW) | 0.1 | $562k | 13k | 44.61 |
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| Ies Hldgs (IESC) | 0.1 | $517k | 739.00 | 699.98 |
|
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $517k | -2% | 5.5k | 93.57 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $509k | NEW | 10k | 50.36 |
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| Ge Aerospace Com New (GE) | 0.0 | $508k | +8% | 1.4k | 374.88 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.0 | $501k | 19k | 25.77 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $499k | 3.2k | 157.00 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $484k | +39% | 6.3k | 76.40 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $446k | +2% | 8.9k | 50.16 |
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| Netflix (NFLX) | 0.0 | $435k | -4% | 5.9k | 74.19 |
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| Ishares Euro High Yield (EUHY) | 0.0 | $427k | +3% | 8.0k | 53.60 |
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| Blackrock Etf Trust Isha Us Awar Etf (LCTU) | 0.0 | $417k | 5.2k | 80.19 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $412k | -14% | 2.6k | 158.23 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $404k | +39% | 1.1k | 369.34 |
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| Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB) | 0.0 | $404k | +3% | 18k | 23.08 |
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| Ge Vernova (GEV) | 0.0 | $399k | +21% | 351.00 | 1135.83 |
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| Wec Energy Group (WEC) | 0.0 | $374k | 3.2k | 116.21 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $374k | -7% | 1.2k | 299.33 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $373k | +2% | 5.3k | 70.36 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $365k | 4.2k | 87.23 |
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| Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) | 0.0 | $364k | +3% | 6.5k | 56.46 |
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| Ishares Tr Cur Hd Eurzn Etf (HEZU) | 0.0 | $363k | -96% | 7.3k | 49.54 |
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| American Express Company (AXP) | 0.0 | $358k | -95% | 1.0k | 348.01 |
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| Costco Wholesale Corporation (COST) | 0.0 | $354k | +80% | 383.00 | 924.08 |
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| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.0 | $349k | 8.8k | 39.81 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $345k | NEW | 1.4k | 244.91 |
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| Bank of America Corporation (BAC) | 0.0 | $338k | -7% | 5.8k | 58.36 |
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| First Tr Exchange Traded Buywrit Incm Etf (FTHI) | 0.0 | $334k | 14k | 23.71 |
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| Wisdomtree Tr Intk Mltifactr (DWMF) | 0.0 | $328k | +5% | 9.7k | 33.72 |
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| Eli Lilly & Co. (LLY) | 0.0 | $325k | +5% | 273.00 | 1191.74 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $324k | 6.6k | 48.99 |
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| Cisco Systems (CSCO) | 0.0 | $306k | NEW | 2.6k | 117.01 |
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| Coca-Cola Company (KO) | 0.0 | $300k | +3% | 3.7k | 81.28 |
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| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $300k | -96% | 12k | 25.35 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $291k | NEW | 3.9k | 74.99 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $290k | 3.0k | 96.09 |
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| Mueller Industries (MLI) | 0.0 | $290k | +100% | 5.0k | 57.42 |
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| McKesson Corporation (MCK) | 0.0 | $287k | -93% | 374.00 | 767.63 |
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| Wal-Mart Stores (WMT) | 0.0 | $283k | -86% | 2.6k | 108.83 |
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| Invesco Van Kampen Muni Opp Trust (VMO) | 0.0 | $283k | 29k | 9.90 |
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| Ishares Tr Esg Msci Kld Etf (DSI) | 0.0 | $282k | 2.0k | 142.08 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $279k | 754.00 | 370.60 |
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| Allegheny Technologies Incorporated (ATI) | 0.0 | $279k | 1.5k | 192.17 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $271k | 2.3k | 118.42 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $270k | 1.1k | 243.87 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $269k | 7.9k | 34.11 |
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| Caterpillar (CAT) | 0.0 | $262k | NEW | 264.00 | 991.13 |
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| Vanguard Malvern Fds Multi Sector (VGMS) | 0.0 | $247k | NEW | 4.8k | 51.05 |
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| Bio Rad Labs Cl A (BIO) | 0.0 | $246k | 827.00 | 297.09 |
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| Invesco Municipal Income Opp Trust (OIA) | 0.0 | $245k | 39k | 6.24 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $245k | NEW | 820.00 | 298.29 |
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| Waste Management (WM) | 0.0 | $230k | -92% | 1.0k | 224.08 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $227k | 7.1k | 31.85 |
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| Lowe's Companies (LOW) | 0.0 | $225k | -6% | 1.0k | 222.02 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $216k | -30% | 4.3k | 50.51 |
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| Johnson & Johnson (JNJ) | 0.0 | $216k | NEW | 850.00 | 253.98 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $213k | NEW | 3.1k | 68.38 |
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| Ishares Us Intl Hgh Yld (GHYG) | 0.0 | $204k | NEW | 4.5k | 44.98 |
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| Pepsi (PEP) | 0.0 | $203k | -31% | 1.4k | 141.16 |
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| Richardson Electronics (RELL) | 0.0 | $188k | 10k | 18.77 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $137k | -15% | 12k | 11.70 |
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Past Filings by Insight Wealth Strategies
SEC 13F filings are viewable for Insight Wealth Strategies going back to 2018
- Insight Wealth Strategies 2026 Q2 filed July 10, 2026
- Insight Wealth Strategies 2026 Q1 filed April 10, 2026
- Insight Wealth Strategies 2025 Q4 filed Jan. 2, 2026
- 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