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	Shares	Value	% Portfolio
101	CWBSPDR SERIES TRUST	11,425	$940K	0.12%
102	EFAISHARES TR	10,041	$896K	0.11%
103	IWFISHARES TR	2,038	$856K	0.11%
104	IUSGISHARES TR	5,736	$854K	0.11%
105	NFLXNETFLIX INC	657	$849K	0.11%
106	TSLATESLA INC	2,757	$829K	0.10%
107	FBNDFIDELITY MERRIMACK STR TR	17,254	$789K	0.10%
108	DGROISHARES TR	11,928	$772K	0.10%
109	TJXTJX COS INC NEW	6,113	$765K	0.10%
110	HYMBSPDR SERIES TRUST	29,195	$720K	0.09%
111	FLBLFRANKLIN TEMPLETON ETF TR	29,099	$701K	0.09%
112	VIGIVANGUARD WHITEHALL FDS	7,619	$687K	0.09%
113	IJRISHARES TR	6,092	$675K	0.09%
114	VVISA INC	1,846	$656K	0.08%
115	VOOVANGUARD INDEX FDS	1,077	$611K	0.08%
116	JAAAJANUS DETROIT STR TR	11,684	$590K	0.07%
117	BRK/BBERKSHIRE HATHAWAY INC DEL	1,130	$553K	0.07%
118	CLSETRUST FOR PROFESSIONAL MANAG	22,726	$531K	0.07%
119	IVWISHARES TR	4,840	$527K	0.07%
120	VIGVANGUARD SPECIALIZED FUNDS	2,434	$501K	0.06%
121	XLFSELECT SECTOR SPDR TR	9,370	$493K	0.06%
122	EFAVISHARES TR	5,737	$483K	0.06%
123	VUGVANGUARD INDEX FDS	1,097	$475K	0.06%
124	IVVWISHARES TR	10,312	$473K	0.06%
125	AQLTISHARES TR	3,395	$459K	0.06%
126	IQLTISHARES TR	9,938	$428K	0.05%
127	TRGPTARGA RES CORP	2,481	$426K	0.05%
128	IESCIES HLDGS INC	1,404	$406K	0.05%
129	WECWEC ENERGY GROUP INC	3,669	$384K	0.05%
130	BACBANK AMERICA CORP	7,954	$382K	0.05%
131	IAGGISHARES TR	7,388	$377K	0.05%
132	HNDLSTRATEGY SHS	17,152	$370K	0.05%
133	GLTRABRDN PRECIOUS METALS BASKET	2,556	$355K	0.04%
134	LCTUBLACKROCK ETF TRUST	5,253	$353K	0.04%
135	EUHYISHARES INC	6,384	$351K	0.04%
136	CTASIMPLIFY EXCHANGE TRADED FUN	13,099	$350K	0.04%
137	PICBINVESCO EXCH TRADED FD TR II	14,227	$344K	0.04%
138	SPYGSPDR SERIES TRUST	3,592	$338K	0.04%
139	IWMISHARES TR	1,536	$334K	0.04%
140	PSMDPACER FDS TR	10,813	$328K	0.04%
141	FTHIFIRST TR EXCHANGE TRADED FD	13,441	$305K	0.04%
142	TXNTEXAS INSTRS INC	1,423	$299K	0.04%
143	GQ9SPDR GOLD TR	909	$279K	0.04%
144	GEGE AEROSPACE	1,110	$276K	0.03%
145	VEAVANGUARD TAX-MANAGED FDS	4,744	$270K	0.03%
146	AQLTISHARES TR	3,185	$265K	0.03%
147	CLOZSERIES PORTFOLIOS TR	9,718	$260K	0.03%
148	PEPPEPSICO INC	1,915	$259K	0.03%
149	SMHVANECK ETF TRUST	932	$257K	0.03%
150	IPKWINVESCO EXCH TRADED FD TR II	5,166	$251K	0.03%
151	SHYMBLACKROCK ETF TRUST II	11,261	$250K	0.03%
152	VMOINVESCO MUN OPPORTUNITY TR	26,410	$244K	0.03%
153	MLIMUELLER INDS INC	2,918	$239K	0.03%
154	DWMFWISDOMTREE TR	7,561	$237K	0.03%
155	VTIVANGUARD INDEX FDS	780	$237K	0.03%
156	DSIISHARES TR	2,022	$234K	0.03%
157	SCHGSCHWAB STRATEGIC TR	7,891	$228K	0.03%
158	KOCOCA COLA CO	3,137	$224K	0.03%
159	BUWABIO RAD LABS INC	906	$224K	0.03%
160	OIAINVESCO MUNI INCOME OPP TRST	39,103	$224K	0.03%
161	BROBROWN & BROWN INC	2,056	$224K	0.03%
162	LOWLOWES COS INC	968	$221K	0.03%
163	HUBBHUBBELL INC	537	$220K	0.03%
164	IWDISHARES TR	1,121	$219K	0.03%
165	XOPSPDR SERIES TRUST	1,720	$218K	0.03%
166	CSCOCISCO SYS INC	3,123	$215K	0.03%
167	FMHIFIRST TR EXCH TRADED FD III	4,412	$206K	0.03%
168	XLYSELECT SECTOR SPDR TR	940	$205K	0.03%
169	USXFISHARES TR	3,832	$205K	0.03%
170	XNEAXNUVEEN AMT FREE QLTY MUN INC	13,286	$146K	0.02%
171	RELLRICHARDSON ELECTRS LTD	10,000	$97K	0.01%

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