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	Shares	Value	% Portfolio
101	FMBFIRST TR EXCH TRADED FD III	24,541	$1.2M	0.17%
102	MTUMISHARES TR	5,784	$1.2M	0.16%
103	PAAAPGIM ETF TR	20,794	$1.1M	0.14%
104	IVVISHARES TR	1,726	$969K	0.13%
105	CWBSPDR SER TR	11,528	$883K	0.12%
106	FBNDFIDELITY MERRIMACK STR TR	17,236	$786K	0.11%
107	TJXTJX COS INC NEW	6,087	$741K	0.10%
108	TSLATESLA INC	2,863	$741K	0.10%
109	DGROISHARES TR	11,951	$738K	0.10%
110	IWFISHARES TR	2,038	$735K	0.10%
111	IUSGISHARES TR	5,731	$728K	0.10%
112	IJRISHARES TR	6,367	$665K	0.09%
113	VVISA INC	1,841	$645K	0.09%
114	VIGIVANGUARD WHITEHALL FDS	7,613	$631K	0.08%
115	NFLXNETFLIX INC	652	$608K	0.08%
116	BRK/BBERKSHIRE HATHAWAY INC DEL	1,104	$587K	0.08%
117	EFAISHARES TR	7,157	$584K	0.08%
118	CLSETRUST FOR PROFESSIONAL MANAG	26,887	$581K	0.08%
119	VOOVANGUARD INDEX FDS	1,117	$573K	0.08%
120	HYMBSPDR SER TR	19,711	$497K	0.07%
121	TRGPTARGA RES CORP	2,466	$494K	0.07%
122	VIGVANGUARD SPECIALIZED FUNDS	2,478	$480K	0.06%
123	AQLTISHARES TR	3,367	$452K	0.06%
124	IVWISHARES TR	4,835	$448K	0.06%
125	EFAVISHARES TR	5,695	$443K	0.06%
126	VUGVANGUARD INDEX FDS	1,097	$406K	0.05%
127	WECWEC ENERGY GROUP INC	3,727	$406K	0.05%
128	HNDLSTRATEGY SHS	16,867	$355K	0.05%
129	SAMTADVISORS INNER CIRCLE FD III	12,098	$353K	0.05%
130	TFLOISHARES TR	6,574	$333K	0.04%
131	BACBANK AMERICA CORP	7,842	$327K	0.04%
132	LCTUBLACKROCK ETF TRUST	5,143	$311K	0.04%
133	IWMISHARES TR	1,528	$304K	0.04%
134	IVVWISHARES TR	6,508	$302K	0.04%
135	FLBLFRANKLIN TEMPLETON ETF TR	12,477	$300K	0.04%
136	FTHIFIRST TR EXCHANGE-TRADED FD	13,290	$290K	0.04%
137	SPYGSPDR SER TR	3,587	$288K	0.04%
138	PEPPEPSICO INC	1,903	$285K	0.04%
139	LDOSLEIDOS HOLDINGS INC	2,085	$281K	0.04%
140	CLOZSERIES PORTFOLIOS TR	9,517	$252K	0.03%
141	SHYMBLACKROCK ETF TRUST II	11,127	$252K	0.03%
142	VMOINVESCO MUN OPPORTUNITY TR	25,878	$245K	0.03%
143	AQLTISHARES TR	3,174	$240K	0.03%
144	IQLTISHARES TR	5,998	$238K	0.03%
145	OIAINVESCO MUNI INCOME OPP TRST	38,851	$233K	0.03%
146	MLIMUELLER INDS INC	2,991	$227K	0.03%
147	VTIVANGUARD INDEX FDS	805	$221K	0.03%
148	BUWABIO RAD LABS INC	906	$220K	0.03%
149	IESCIES HLDGS INC	1,338	$220K	0.03%
150	PSMDPACER FDS TR	7,662	$219K	0.03%
151	GEGE AEROSPACE	1,094	$218K	0.03%
152	LOWLOWES COS INC	933	$217K	0.03%
153	IWDISHARES TR	1,120	$210K	0.03%
154	FMHIFIRST TR EXCH TRADED FD III	4,392	$209K	0.03%
155	KOCOCA COLA CO	2,894	$207K	0.03%
156	DSIISHARES TR	1,997	$204K	0.03%
157	XNEAXNUVEEN AMT FREE QLTY MUN INC	12,937	$144K	0.02%
158	RELLRICHARDSON ELECTRS LTD	10,000	$111K	0.01%

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