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Square Inc cl a shares owned by Insight Wealth Strategies

Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by Insight Wealth Strategies from 13F filings

Historical chart of Insight Wealth Strategies investment in Square Inc cl a

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All positions including Square Inc cl a held by Insight Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Square Inc cl a by Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 59k 72.27
2025-06-30 $4.5M 66k 68.27
2025-03-31 $3.6M 66k 54.33
2024-12-31 $3.9M 46k 84.99

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Chevron Corporation (CVX)
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Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
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T Rowe Price Etf Floating Rate (TFLR)
Ishares Tr High Yld Systm B (HYDB)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Lam Research Corp Com New (LRCX)

View all positions for Insight Wealth Strategies

Top funds holding Square Inc cl a

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Baillie Gifford & Co
Sands Capital Management
Capital World Investors
Citadel Advisors
Susquehanna International
Loomis, Sayles and
Dragoneer Investment
FMR
UBS Group
Ameriprise Financial

View all funds holding Square Inc cl a