Insight Wealth Strategies

Insight Wealth Strategies as of Sept. 30, 2025

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