Insight Wealth Strategies

Insight Wealth Strategies as of June 30, 2025

Portfolio Holdings for Insight Wealth Strategies

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chevron Corporation (CVX) 4.0 $32M 218k 145.57
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.6 $29M 380k 75.83
Ishares Tr Pfd And Incm Sec (PFF) 3.4 $27M 885k 30.67
Goldman Sachs Etf Tr Activebeta Int (GSIE) 3.4 $27M 682k 39.64
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.4 $27M 304k 88.14
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.3 $26M 142k 183.43
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 3.1 $25M 221k 110.74
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 3.0 $24M 719k 32.69
Blackrock Etf Trust Ishares Us Equit (DYNF) 3.0 $23M 430k 54.35
Ishares Tr 10+ Yr Invst Grd (IGLB) 2.8 $22M 443k 50.16
Ishares Tr Conv Bd Etf (ICVT) 2.8 $22M 245k 89.29
Ishares Tr High Yld Systm B (HYDB) 2.8 $22M 462k 47.20
T Rowe Price Etf Floating Rate (TFLR) 2.7 $21M 416k 51.49
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 2.3 $19M 882k 20.93
Ishares Tr Cur Hd Eurzn Etf (HEZU) 1.8 $14M 340k 40.78
Ishares Tr Msci Usa Min Vol (USMV) 1.7 $13M 140k 94.27
First Tr Exchange-traded Dj Internt Idx (FDN) 1.5 $12M 46k 265.87
Vanguard Whitehall Fds High Div Yld (VYM) 1.5 $12M 90k 134.56
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.5 $12M 126k 92.99
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.5 $12M 90k 128.68
Select Sector Spdr Tr Communication (XLC) 1.5 $12M 107k 107.76
Lam Research Corp Com New (LRCX) 1.3 $10M 108k 96.81
Bny Mellon Etf Trust Global Infrasctr (BKGI) 1.2 $9.2M 238k 38.78
Advisors Inner Circle Fd Iii Strategas Macro (SAMT) 1.0 $8.2M 243k 33.81
Seagate Technology Hldngs Pl Ord Shs (STX) 1.0 $8.0M 55k 145.04
Apple (AAPL) 1.0 $7.9M 38k 207.82
Microsoft Corporation (MSFT) 1.0 $7.7M 16k 492.06
American Express Company (AXP) 0.9 $7.4M 23k 322.53
Select Sector Spdr Tr Technology (XLK) 0.9 $7.3M 29k 250.97
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $7.0M 64k 109.34
Amazon (AMZN) 0.7 $5.9M 27k 220.46
Ishares Tr Intl Trea Bd Etf (IGOV) 0.7 $5.8M 134k 43.19
Broadcom (AVGO) 0.7 $5.5M 21k 264.75
Kla Corp Com New (KLAC) 0.7 $5.5M 6.1k 898.90
Alphabet Cap Stk Cl A (GOOGL) 0.7 $5.4M 31k 175.84
NVIDIA Corporation (NVDA) 0.7 $5.3M 35k 153.30
Palantir Technologies Cl A (PLTR) 0.7 $5.2M 40k 130.68
Moody's Corporation (MCO) 0.6 $5.0M 9.9k 502.46
Meta Platforms Cl A (META) 0.6 $5.0M 6.9k 719.27
Corteva (CTVA) 0.6 $4.8M 64k 75.11
Cdw (CDW) 0.6 $4.7M 26k 181.16
SYSCO Corporation (SYY) 0.6 $4.7M 61k 77.36
IDEXX Laboratories (IDXX) 0.6 $4.7M 8.7k 542.65
Automatic Data Processing (ADP) 0.6 $4.7M 15k 310.12
Leidos Holdings (LDOS) 0.6 $4.7M 29k 160.94
Home Depot (HD) 0.6 $4.7M 13k 373.16
W.W. Grainger (GWW) 0.6 $4.6M 4.4k 1052.18
Reinsurance Grp Of America I Com New (RGA) 0.6 $4.6M 23k 199.23
Jefferies Finl Group (JEF) 0.6 $4.6M 82k 55.56
Sherwin-Williams Company (SHW) 0.6 $4.5M 13k 355.30
Block Cl A (XYZ) 0.6 $4.5M 66k 68.27
Motorola Solutions Com New (MSI) 0.6 $4.5M 11k 425.65
AmerisourceBergen (COR) 0.6 $4.5M 15k 295.33
Cheniere Energy Com New (LNG) 0.6 $4.4M 19k 236.04
Cintas Corporation (CTAS) 0.6 $4.4M 20k 224.31
Paccar (PCAR) 0.5 $4.3M 44k 98.20
Fortinet (FTNT) 0.5 $4.3M 42k 102.43
Payoneer Global (PAYO) 0.5 $4.3M 628k 6.89
Arch Cap Group Ord (ACGL) 0.5 $4.3M 47k 91.50
McKesson Corporation (MCK) 0.5 $4.3M 5.9k 727.78
Accenture Plc Ireland Shs Class A (ACN) 0.5 $4.2M 14k 302.63
Dynatrace Com New (DT) 0.5 $4.2M 77k 54.41
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.5 $4.2M 39k 107.31
Oracle Corporation (ORCL) 0.5 $4.2M 19k 218.96
Comfort Systems USA (FIX) 0.5 $4.1M 7.9k 521.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $4.1M 6.7k 617.66
Vaneck Etf Trust High Yld Munietf (HYD) 0.5 $4.0M 79k 50.06
Ishares Tr Mbs Etf (MBB) 0.5 $3.9M 41k 93.47
Verisk Analytics (VRSK) 0.5 $3.9M 12k 312.95
Ishares Tr National Mun Etf (MUB) 0.5 $3.8M 37k 104.29
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $3.8M 75k 50.82
Godaddy Cl A (GDDY) 0.5 $3.8M 21k 178.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $3.6M 74k 48.93
Blue Bird Corp (BLBD) 0.4 $3.5M 79k 44.20
Intercontinental Exchange (ICE) 0.4 $3.4M 19k 181.86
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $3.2M 33k 95.29
JPMorgan Chase & Co. (JPM) 0.4 $3.1M 11k 290.42
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $3.0M 32k 92.42
Advanced Micro Devices (AMD) 0.4 $2.9M 22k 136.11
Spdr Series Trust Bloomberg High Y (JNK) 0.4 $2.9M 30k 96.66
SM Energy (SM) 0.4 $2.8M 107k 26.04
Cardinal Health (CAH) 0.3 $2.6M 16k 164.40
Interactive Brokers Group In Com Cl A (IBKR) 0.3 $2.6M 46k 56.32
Intuit (INTU) 0.3 $2.6M 3.3k 779.61
Fidelity National Information Services (FIS) 0.3 $2.5M 30k 82.35
Union Pacific Corporation (UNP) 0.3 $2.4M 10k 235.57
Waste Management (WM) 0.3 $2.4M 11k 228.80
American Tower Reit (AMT) 0.3 $2.4M 11k 224.48
Old Republic International Corporation (ORI) 0.3 $2.2M 59k 38.39
Honeywell International (HON) 0.3 $2.2M 9.4k 238.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.2M 4.0k 547.00
Hartford Financial Services (HIG) 0.3 $2.1M 17k 126.60
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.1M 12k 176.91
Wal-Mart Stores (WMT) 0.2 $1.8M 19k 98.24
Exxon Mobil Corporation (XOM) 0.2 $1.7M 16k 109.24
Wisdomtree Tr Us Efficient Cor (NTSX) 0.2 $1.6M 31k 49.95
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $1.4M 5.8k 236.81
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $1.2M 25k 49.88
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.1M 1.8k 620.61
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.1 $943k 18k 51.24
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.1 $940k 11k 82.29
Ishares Tr Msci Eafe Etf (EFA) 0.1 $896k 10k 89.24
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $856k 2.0k 420.16
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $854k 5.7k 148.96
Netflix (NFLX) 0.1 $850k 657.00 1293.60
Tesla Motors (TSLA) 0.1 $829k 2.8k 300.71
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $789k 17k 45.74
Ishares Tr Core Div Grwth (DGRO) 0.1 $772k 12k 64.76
TJX Companies (TJX) 0.1 $765k 6.1k 125.15
Spdr Series Trust Nuveen Ice High (HYMB) 0.1 $721k 29k 24.68
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.1 $702k 29k 24.12
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $687k 7.6k 90.19
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $676k 6.1k 110.96
Visa Com Cl A (V) 0.1 $656k 1.8k 355.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $611k 1.1k 567.58
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $591k 12k 50.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $553k 1.1k 489.42
Trust For Professional Man Convergence Lng (CLSE) 0.1 $532k 23k 23.39
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $527k 4.8k 108.97
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $502k 2.4k 206.09
Select Sector Spdr Tr Financial (XLF) 0.1 $493k 9.4k 52.66
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $484k 5.7k 84.36
Vanguard Index Fds Growth Etf (VUG) 0.1 $476k 1.1k 433.80
Ishares Tr S&p 500 Buywrite (IVVW) 0.1 $474k 10k 45.96
Ishares Tr Select Divid Etf (DVY) 0.1 $460k 3.4k 135.35
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $429k 9.9k 43.14
Targa Res Corp (TRGP) 0.1 $427k 2.5k 171.99
Ies Hldgs (IESC) 0.1 $406k 1.4k 289.30
Wec Energy Group (WEC) 0.0 $384k 3.7k 104.74
Bank of America Corporation (BAC) 0.0 $383k 8.0k 48.15
Ishares Tr Core Intl Aggr (IAGG) 0.0 $378k 7.4k 51.15
Strategy Ns 7handl Idx (HNDL) 0.0 $371k 17k 21.61
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.0 $355k 2.6k 138.93
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $353k 5.3k 67.20
Ishares Intl High Yield (HYXU) 0.0 $351k 6.4k 55.00
Simplify Exchange Traded Fun Managed Futures (CTA) 0.0 $351k 13k 26.76
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB) 0.0 $345k 14k 24.24
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.0 $339k 3.6k 94.33
Ishares Tr Russell 2000 Etf (IWM) 0.0 $335k 1.5k 218.04
Pacer Fds Tr Swan Sos Mod Jan (PSMD) 0.0 $329k 11k 30.40
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.0 $306k 13k 22.76
Texas Instruments Incorporated (TXN) 0.0 $299k 1.4k 210.41
Spdr Gold Tr Gold Shs (GLD) 0.0 $280k 909.00 307.55
Ge Aerospace Com New (GE) 0.0 $276k 1.1k 248.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $270k 4.7k 56.96
Ishares Tr Core Msci Eafe (IEFA) 0.0 $265k 3.2k 83.30
Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.0 $260k 9.7k 26.77
Pepsi (PEP) 0.0 $259k 1.9k 135.26
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $257k 932.00 275.81
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.0 $251k 5.2k 48.59
Blackrock Etf Trust Ii Ishares High Yie (SHYM) 0.0 $250k 11k 22.22
Invesco Van Kampen Muni Opp Trust (VMO) 0.0 $244k 26k 9.25
Mueller Industries (MLI) 0.0 $239k 2.9k 82.06
Wisdomtree Tr Intk Mltifactr (DWMF) 0.0 $238k 7.6k 31.45
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $237k 780.00 303.93
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $235k 2.0k 115.96
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $228k 7.9k 28.92
Invesco Municipal Income Opp Trust (OIA) 0.0 $225k 39k 5.75
Coca-Cola Company (KO) 0.0 $225k 3.1k 71.66
Bio Rad Labs Cl A (BIO) 0.0 $225k 906.00 247.99
Brown & Brown (BRO) 0.0 $224k 2.1k 108.95
Lowe's Companies (LOW) 0.0 $221k 968.00 228.62
Hubbell (HUBB) 0.0 $220k 537.00 410.17
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $220k 1.1k 196.12
Spdr Series Trust S&p Oilgas Exp (XOP) 0.0 $218k 1.7k 126.90
Cisco Systems (CSCO) 0.0 $216k 3.1k 69.10
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.0 $206k 4.4k 46.70
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $206k 3.8k 53.69
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $205k 940.00 218.20
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $146k 13k 10.99
Richardson Electronics (RELL) 0.0 $98k 10k 9.79