Insight Wealth Strategies, LLC Q2 2025 Filing
Filed July 7, 2025
Portfolio Value
$791.7M
Holdings
171
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (171 positions)
| Stock | Value |
|---|---|
CVXCHEVRON CORP NEW | $31.7M |
VCLTVANGUARD SCOTTSDALE FDS | $28.8M |
PFFISHARES TR | $27.1M |
GSIEGOLDMAN SACHS ETF TR | $27.0M |
TLTISHARES TR | $26.8M |
QUALISHARES TR | $26.1M |
KLMNINVESCO EXCH TRADED FD TR II | $24.5M |
LVHILEGG MASON ETF INVT | $23.5M |
DYNFBLACKROCK ETF TRUST | $23.4M |
IGLBISHARES TR | $22.2M |
ICVTISHARES TR | $21.9M |
HYDBISHARES TR | $21.8M |
TFLRT ROWE PRICE ETF INC | $21.4M |
BKLNINVESCO EXCH TRADED FD TR II | $18.5M |
HEZUISHARES TR | $13.9M |
USMVISHARES TR | $13.2M |
FDNFIRST TR EXCHANGE-TRADED FD | $12.2M |
VYMVANGUARD WHITEHALL FDS | $12.1M |
AVUVAMERICAN CENTY ETF TR | $11.7M |
XMMOINVESCO EXCHANGE TRADED FD T | $11.5M |
XLCSELECT SECTOR SPDR TR | $11.5M |
LRCXLAM RESEARCH CORP | $10.4M |
BKGIBNY MELLON ETF TRUST | $9.2M |
SAMTADVISORS INNER CIRCLE FD III | $8.2M |
STXSEAGATE TECHNOLOGY HLDNGS PL | $8.0M |
AAPLAPPLE INC | $7.9M |
MSFTMICROSOFT CORP | $7.7M |
AXPAMERICAN EXPRESS CO | $7.4M |
XLKSELECT SECTOR SPDR TR | $7.3M |
LQDISHARES TR | $7.0M |
AMZNAMAZON COM INC | $5.9M |
IGOVISHARES TR | $5.8M |
AVGOBROADCOM INC | $5.5M |
KLACKLA CORP | $5.5M |
GOOGLALPHABET INC | $5.4M |
NVDANVIDIA CORPORATION | $5.3M |
PLTRPALANTIR TECHNOLOGIES INC | $5.2M |
MCOMOODYS CORP | $5.0M |
METAMETA PLATFORMS INC | $5.0M |
CTVACORTEVA INC | $4.8M |
CDWCDW CORP | $4.7M |
SYYSYSCO CORP | $4.7M |
IDXXIDEXX LABS INC | $4.7M |
ADPAUTOMATIC DATA PROCESSING IN | $4.7M |
LDOSLEIDOS HOLDINGS INC | $4.7M |
HDHOME DEPOT INC | $4.7M |
GWWGRAINGER W W INC | $4.6M |
RGAREINSURANCE GRP OF AMERICA I | $4.6M |
JEFJEFFERIES FINL GROUP INC | $4.6M |
SHWSHERWIN WILLIAMS CO | $4.5M |
XYZBLOCK INC | $4.5M |
MSIMOTOROLA SOLUTIONS INC | $4.5M |
ABGCENCORA INC | $4.5M |
LNGCHENIERE ENERGY INC | $4.4M |
CITCINTAS CORP | $4.4M |
PCARPACCAR INC | $4.3M |
FTNTFORTINET INC | $4.3M |
PAYOPAYONEER GLOBAL INC | $4.3M |
ACGLARCH CAP GROUP LTD | $4.3M |
MCKMCKESSON CORP | $4.3M |
ACNACCENTURE PLC IRELAND | $4.2M |
DTDYNATRACE INC | $4.2M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $4.2M |
ORCLORACLE CORP | $4.2M |
FIXCOMFORT SYS USA INC | $4.1M |
SPYSPDR S&P 500 ETF TR | $4.1M |
HYDVANECK ETF TRUST | $4.0M |
MBBISHARES TR | $3.9M |
VRSKVERISK ANALYTICS INC | $3.9M |
MUBISHARES TR | $3.8M |
FLOTISHARES TR | $3.8M |
GDDYGODADDY INC | $3.8M |
VTEBVANGUARD MUN BD FDS | $3.6M |
BLBDBLUE BIRD CORP | $3.5M |
ICEINTERCONTINENTAL EXCHANGE IN | $3.4M |
IEFISHARES TR | $3.1M |
JPMJPMORGAN CHASE & CO. | $3.1M |
EMBISHARES TR | $3.0M |
AMDADVANCED MICRO DEVICES INC | $2.9M |
JNKSPDR SERIES TRUST | $2.9M |
SMSM ENERGY CO | $2.8M |
CAHCARDINAL HEALTH INC | $2.6M |
IBKRINTERACTIVE BROKERS GROUP IN | $2.6M |
INTUINTUIT | $2.6M |
FISFIDELITY NATL INFORMATION SV | $2.5M |
UNPUNION PAC CORP | $2.4M |
WMWASTE MGMT INC DEL | $2.4M |
AMTAMERICAN TOWER CORP NEW | $2.4M |
ORIOLD REP INTL CORP | $2.2M |
HONHONEYWELL INTL INC | $2.2M |
NDQINVESCO QQQ TR | $2.2M |
HIGHARTFORD INSURANCE GROUP INC | $2.1M |
GOOGALPHABET INC | $2.1M |
WMTWALMART INC | $1.8M |
XOMEXXON MOBIL CORP | $1.7M |
NTSXWISDOMTREE TR | $1.6M |
MTUMISHARES TR | $1.4M |
FMBFIRST TR EXCH TRADED FD III | $1.2M |
IVVISHARES TR | $1.1M |
PAAAPGIM ETF TR | $943K |
Page 1 of 2Next