Insight Wealth Strategies, LLC Q1 2025 Filing
Filed April 3, 2025
Portfolio Value
$742.7M
Holdings
158
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (158 positions)
| Stock | Value |
|---|---|
CVXCHEVRON CORP NEW | $34.5M |
VCLTVANGUARD SCOTTSDALE FDS | $28.6M |
TLTISHARES TR | $27.4M |
GSIEGOLDMAN SACHS ETF TR | $26.3M |
IEFISHARES TR | $25.0M |
PFFISHARES TR | $24.4M |
QUALISHARES TR | $24.1M |
LVHILEGG MASON ETF INVT | $23.3M |
IGLBISHARES TR | $22.0M |
DYNFBLACKROCK ETF TRUST | $20.8M |
KLMNINVESCO EXCH TRADED FD TR II | $20.5M |
JAAAJANUS DETROIT STR TR | $18.5M |
BKLNINVESCO EXCH TRADED FD TR II | $18.1M |
HEZUISHARES TR | $13.4M |
USMVISHARES TR | $13.2M |
VYMVANGUARD WHITEHALL FDS | $11.8M |
TIPISHARES TR | $11.1M |
HYDBISHARES TR | $10.9M |
ICVTISHARES TR | $10.8M |
XOPSPDR SER TR | $10.5M |
AVUVAMERICAN CENTY ETF TR | $10.4M |
XMMOINVESCO EXCHANGE TRADED FD T | $10.0M |
XLFSELECT SECTOR SPDR TR | $9.3M |
FDNFIRST TR EXCHANGE-TRADED FD | $8.3M |
AAPLAPPLE INC | $8.2M |
XLYSELECT SECTOR SPDR TR | $8.2M |
LRCXLAM RESEARCH CORP | $7.7M |
GLTRABRDN PRECIOUS METALS BASKET | $7.4M |
LQDISHARES TR | $7.1M |
AXPAMERICAN EXPRESS CO | $6.2M |
ABGCENCORA INC | $5.6M |
MCKMCKESSON CORP | $5.3M |
AMZNAMAZON COM INC | $5.1M |
ADPAUTOMATIC DATA PROCESSING IN | $4.9M |
MSFTMICROSOFT CORP | $4.7M |
GOOGLALPHABET INC | $4.7M |
LNGCHENIERE ENERGY INC | $4.7M |
AMGNAMGEN INC | $4.6M |
MCOMOODYS CORP | $4.6M |
SYYSYSCO CORP | $4.6M |
BROBROWN & BROWN INC | $4.5M |
ACGLARCH CAP GROUP LTD | $4.5M |
RGAREINSURANCE GRP OF AMERICA I | $4.5M |
MSIMOTOROLA SOLUTIONS INC | $4.5M |
CITCINTAS CORP | $4.4M |
SHWSHERWIN WILLIAMS CO | $4.4M |
HSYHERSHEY CO | $4.3M |
GWWGRAINGER W W INC | $4.3M |
HDHOME DEPOT INC | $4.3M |
IDXXIDEXX LABS INC | $4.2M |
AVGOBROADCOM INC | $4.2M |
FTNTFORTINET INC | $4.1M |
FLOTISHARES TR | $4.0M |
MBBISHARES TR | $4.0M |
HYDVANECK ETF TRUST | $4.0M |
KLACKLA CORP | $4.0M |
HUBBHUBBELL INC | $3.9M |
MUBISHARES TR | $3.9M |
PCARPACCAR INC | $3.8M |
SPYSPDR S&P 500 ETF TR | $3.7M |
NVDANVIDIA CORPORATION | $3.7M |
VTEBVANGUARD MUN BD FDS | $3.7M |
STXSEAGATE TECHNOLOGY HLDNGS PL | $3.6M |
PLTRPALANTIR TECHNOLOGIES INC | $3.6M |
METAMETA PLATFORMS INC | $3.6M |
XYZBLOCK INC | $3.6M |
LWLAMB WESTON HLDGS INC | $3.5M |
ACNACCENTURE PLC IRELAND | $3.4M |
UNHUNITEDHEALTH GROUP INC | $3.3M |
CDWCDW CORP | $3.3M |
JEFJEFFERIES FINL GROUP INC | $3.2M |
EMBISHARES TR | $3.1M |
JNKSPDR SER TR | $3.1M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $3.0M |
JPMJPMORGAN CHASE & CO. | $3.0M |
ORIOLD REP INTL CORP | $2.7M |
WMWASTE MGMT INC DEL | $2.7M |
PAYOPAYONEER GLOBAL INC | $2.7M |
CAHCARDINAL HEALTH INC | $2.7M |
BLBDBLUE BIRD CORP | $2.6M |
ORCLORACLE CORP | $2.6M |
FIXCOMFORT SYS USA INC | $2.5M |
ICEINTERCONTINENTAL EXCHANGE IN | $2.5M |
SMSM ENERGY CO | $2.5M |
AMTAMERICAN TOWER CORP NEW | $2.4M |
IBKRINTERACTIVE BROKERS GROUP IN | $2.4M |
UNPUNION PAC CORP | $2.4M |
AMDADVANCED MICRO DEVICES INC | $2.2M |
FISFIDELITY NATL INFORMATION SV | $2.2M |
TXNTEXAS INSTRS INC | $2.2M |
CATCATERPILLAR INC | $2.1M |
HONHONEYWELL INTL INC | $2.0M |
LINLINDE PLC | $1.9M |
WMTWALMART INC | $1.9M |
XOMEXXON MOBIL CORP | $1.9M |
NDQINVESCO QQQ TR | $1.9M |
GOOGALPHABET INC | $1.9M |
HIGHARTFORD FINL SVCS GROUP INC | $1.8M |
NOGNORTHERN OIL & GAS INC | $1.7M |
NTSXWISDOMTREE TR | $1.5M |
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