Insight Wealth Strategies

Insight Wealth Strategies as of March 31, 2025

Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 158 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chevron Corporation (CVX) 4.7 $35M 207k 167.29
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.9 $29M 377k 75.91
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.7 $27M 301k 91.03
Goldman Sachs Etf Tr Activebeta Int (GSIE) 3.5 $26M 738k 35.65
Ishares Tr 7-10 Yr Trsy Bd (IEF) 3.4 $25M 262k 95.37
Ishares Tr Pfd And Incm Sec (PFF) 3.3 $24M 794k 30.73
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.2 $24M 141k 170.89
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 3.1 $23M 719k 32.37
Ishares Tr 10+ Yr Invst Grd (IGLB) 3.0 $22M 438k 50.23
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.8 $21M 427k 48.76
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.8 $21M 221k 92.53
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.5 $19M 366k 50.71
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 2.4 $18M 876k 20.70
Ishares Tr Cur Hd Eurzn Etf (HEZU) 1.8 $13M 344k 38.97
Ishares Tr Msci Usa Min Vol (USMV) 1.8 $13M 140k 93.66
Vanguard Whitehall Fds High Div Yld (VYM) 1.6 $12M 91k 128.96
Ishares Tr Tips Bd Etf (TIP) 1.5 $11M 100k 111.09
Ishares Tr High Yld Systm B (HYDB) 1.5 $11M 231k 47.09
Ishares Tr Conv Bd Etf (ICVT) 1.4 $11M 129k 83.61
Spdr Ser Tr S&p Oilgas Exp (XOP) 1.4 $11M 79k 131.71
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.4 $10M 120k 87.17
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.3 $10M 88k 113.76
Select Sector Spdr Tr Financial (XLF) 1.3 $9.3M 187k 49.81
First Tr Exchange-traded Dj Internt Idx (FDN) 1.1 $8.3M 38k 222.15
Apple (AAPL) 1.1 $8.2M 37k 222.13
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.1 $8.2M 41k 197.46
Lam Research Corp Com New (LRCX) 1.0 $7.7M 106k 72.70
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 1.0 $7.4M 57k 129.47
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.0 $7.1M 65k 108.69
American Express Company (AXP) 0.8 $6.2M 23k 269.05
AmerisourceBergen (COR) 0.7 $5.6M 20k 278.08
McKesson Corporation (MCK) 0.7 $5.3M 7.9k 673.03
Amazon (AMZN) 0.7 $5.1M 27k 190.26
Automatic Data Processing (ADP) 0.7 $4.9M 16k 305.54
Microsoft Corporation (MSFT) 0.6 $4.7M 13k 375.39
Alphabet Cap Stk Cl A (GOOGL) 0.6 $4.7M 30k 154.64
Cheniere Energy Com New (LNG) 0.6 $4.7M 20k 231.40
Amgen (AMGN) 0.6 $4.6M 15k 311.55
Moody's Corporation (MCO) 0.6 $4.6M 9.9k 465.67
SYSCO Corporation (SYY) 0.6 $4.6M 61k 75.04
Brown & Brown (BRO) 0.6 $4.5M 37k 124.40
Arch Cap Group Ord (ACGL) 0.6 $4.5M 47k 96.18
Reinsurance Grp Of America I Com New (RGA) 0.6 $4.5M 23k 196.90
Motorola Solutions Com New (MSI) 0.6 $4.5M 10k 437.82
Cintas Corporation (CTAS) 0.6 $4.4M 22k 205.53
Sherwin-Williams Company (SHW) 0.6 $4.4M 13k 349.20
Hershey Company (HSY) 0.6 $4.3M 25k 171.03
W.W. Grainger (GWW) 0.6 $4.3M 4.4k 987.84
Home Depot (HD) 0.6 $4.3M 12k 366.48
IDEXX Laboratories (IDXX) 0.6 $4.2M 10k 419.95
Broadcom (AVGO) 0.6 $4.2M 25k 167.43
Fortinet (FTNT) 0.5 $4.1M 42k 96.26
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $4.0M 79k 51.05
Ishares Tr Mbs Etf (MBB) 0.5 $4.0M 43k 93.78
Vaneck Etf Trust High Yld Munietf (HYD) 0.5 $4.0M 77k 51.18
Kla Corp Com New (KLAC) 0.5 $4.0M 5.8k 679.76
Hubbell (HUBB) 0.5 $3.9M 12k 330.92
Ishares Tr National Mun Etf (MUB) 0.5 $3.9M 37k 105.44
Paccar (PCAR) 0.5 $3.8M 40k 97.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $3.7M 6.6k 559.41
NVIDIA Corporation (NVDA) 0.5 $3.7M 34k 108.38
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $3.7M 74k 49.62
Seagate Technology Hldngs Pl Ord Shs (STX) 0.5 $3.6M 42k 84.95
Palantir Technologies Cl A (PLTR) 0.5 $3.6M 42k 84.40
Meta Platforms Cl A (META) 0.5 $3.6M 6.2k 576.32
Block Cl A (XYZ) 0.5 $3.6M 66k 54.33
Lamb Weston Hldgs (LW) 0.5 $3.5M 65k 53.30
Accenture Plc Ireland Shs Class A (ACN) 0.5 $3.4M 11k 312.04
UnitedHealth (UNH) 0.4 $3.3M 6.3k 523.75
Cdw (CDW) 0.4 $3.3M 21k 160.26
Jefferies Finl Group (JEF) 0.4 $3.2M 60k 53.57
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $3.1M 35k 90.59
Spdr Ser Tr Bloomberg High Y (JNK) 0.4 $3.1M 32k 95.30
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.4 $3.0M 29k 104.58
JPMorgan Chase & Co. (JPM) 0.4 $3.0M 12k 245.30
Old Republic International Corporation (ORI) 0.4 $2.7M 69k 39.22
Waste Management (WM) 0.4 $2.7M 12k 231.51
Payoneer Global (PAYO) 0.4 $2.7M 369k 7.31
Cardinal Health (CAH) 0.4 $2.7M 20k 137.77
Blue Bird Corp (BLBD) 0.4 $2.6M 81k 32.37
Oracle Corporation (ORCL) 0.4 $2.6M 19k 139.81
Comfort Systems USA (FIX) 0.3 $2.5M 7.8k 322.33
Intercontinental Exchange (ICE) 0.3 $2.5M 15k 172.50
SM Energy (SM) 0.3 $2.5M 82k 29.95
American Tower Reit (AMT) 0.3 $2.4M 11k 217.61
Interactive Brokers Group In Com Cl A (IBKR) 0.3 $2.4M 15k 165.59
Union Pacific Corporation (UNP) 0.3 $2.4M 10k 236.23
Advanced Micro Devices (AMD) 0.3 $2.2M 22k 102.74
Fidelity National Information Services (FIS) 0.3 $2.2M 30k 74.68
Texas Instruments Incorporated (TXN) 0.3 $2.2M 12k 179.70
Caterpillar (CAT) 0.3 $2.1M 6.4k 329.79
Honeywell International (HON) 0.3 $2.0M 9.3k 211.74
Linde SHS (LIN) 0.3 $1.9M 4.1k 465.62
Wal-Mart Stores (WMT) 0.3 $1.9M 22k 87.79
Exxon Mobil Corporation (XOM) 0.3 $1.9M 16k 118.93
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.9M 4.0k 468.95
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.9M 12k 156.23
Hartford Financial Services (HIG) 0.2 $1.8M 15k 123.73
Northern Oil And Gas Inc Mn (NOG) 0.2 $1.7M 56k 30.23
Wisdomtree Tr Us Efficient Cor (NTSX) 0.2 $1.5M 33k 45.31
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $1.2M 25k 50.42
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $1.2M 5.8k 202.13
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.1 $1.1M 21k 51.31
Ishares Tr Core S&p500 Etf (IVV) 0.1 $970k 1.7k 561.75
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $883k 12k 76.62
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $787k 17k 45.65
Tesla Motors (TSLA) 0.1 $742k 2.9k 259.16
TJX Companies (TJX) 0.1 $741k 6.1k 121.81
Ishares Tr Core Div Grwth (DGRO) 0.1 $738k 12k 61.78
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $736k 2.0k 361.02
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $728k 5.7k 127.09
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $666k 6.4k 104.56
Visa Com Cl A (V) 0.1 $645k 1.8k 350.45
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $631k 7.6k 82.94
Netflix (NFLX) 0.1 $608k 652.00 932.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $588k 1.1k 532.37
Ishares Tr Msci Eafe Etf (EFA) 0.1 $585k 7.2k 81.73
Trust For Professional Man Convergence Lng (CLSE) 0.1 $581k 27k 21.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $574k 1.1k 513.70
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $497k 20k 25.22
Targa Res Corp (TRGP) 0.1 $494k 2.5k 200.44
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $481k 2.5k 194.03
Ishares Tr Select Divid Etf (DVY) 0.1 $452k 3.4k 134.28
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $449k 4.8k 92.83
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $444k 5.7k 77.91
Vanguard Index Fds Growth Etf (VUG) 0.1 $407k 1.1k 370.67
Wec Energy Group (WEC) 0.1 $406k 3.7k 108.97
Strategy Ns 7handl Idx (HNDL) 0.0 $356k 17k 21.09
Advisors Inner Circle Fd Iii Strategas Macro (SAMT) 0.0 $353k 12k 29.19
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $333k 6.6k 50.66
Bank of America Corporation (BAC) 0.0 $327k 7.8k 41.73
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $312k 5.1k 60.61
Ishares Tr Russell 2000 Etf (IWM) 0.0 $305k 1.5k 199.51
Ishares Tr S&p 500 Buywrite (IVVW) 0.0 $303k 6.5k 46.49
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.0 $300k 13k 24.07
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 0.0 $291k 13k 21.86
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $288k 3.6k 80.37
Pepsi (PEP) 0.0 $285k 1.9k 149.94
Leidos Holdings (LDOS) 0.0 $281k 2.1k 134.91
Series Portfolios Tr Panagram Bbb B (CLOZ) 0.0 $253k 9.5k 26.57
Blackrock Etf Trust Ii Ishares High Yie (SHYM) 0.0 $252k 11k 22.67
Invesco Van Kampen Muni Opp Trust (VMO) 0.0 $246k 26k 9.49
Ishares Tr Core Msci Eafe (IEFA) 0.0 $240k 3.2k 75.66
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $238k 6.0k 39.69
Invesco Municipal Income Opp Trust (OIA) 0.0 $234k 39k 6.02
Mueller Industries (MLI) 0.0 $228k 3.0k 76.14
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $221k 805.00 274.84
Ies Hldgs (IESC) 0.0 $221k 1.3k 165.11
Bio Rad Labs Cl A (BIO) 0.0 $221k 906.00 243.56
Pacer Fds Tr Swan Sos Mod Jan (PSMD) 0.0 $220k 7.7k 28.68
Ge Aerospace Com New (GE) 0.0 $219k 1.1k 200.11
Lowe's Companies (LOW) 0.0 $218k 933.00 233.28
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $211k 1.1k 188.21
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.0 $210k 4.4k 47.81
Coca-Cola Company (KO) 0.0 $207k 2.9k 71.62
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $205k 2.0k 102.43
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $145k 13k 11.20
Richardson Electronics (RELL) 0.0 $112k 10k 11.16