Insight Wealth Strategies, LLC Q3 2025 Filing
Filed October 6, 2025
Portfolio Value
$848.7M
Holdings
171
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (171 positions)
| Stock | Value |
|---|---|
PAAAPGIM ETF TR | $983K |
IUSGISHARES TR | $944K |
CTASIMPLIFY EXCHANGE TRADED FUN | $855K |
TJXTJX COS INC NEW | $829K |
DGROISHARES TR | $814K |
FBNDFIDELITY MERRIMACK STR TR | $810K |
NFLXNETFLIX INC | $793K |
IVVWISHARES TR | $760K |
HYMBSPDR SERIES TRUST | $730K |
IJRISHARES TR | $709K |
CAIECALAMOS ETF TR | $694K |
VOOVANGUARD INDEX FDS | $679K |
HFGMTIDAL TRUST I | $659K |
VVISA INC | $640K |
VIGIVANGUARD WHITEHALL FDS | $633K |
JAAAJANUS DETROIT STR TR | $591K |
GLTRABRDN PRECIOUS METALS BASKET | $583K |
IVWISHARES TR | $564K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $558K |
IWFISHARES TR | $531K |
VIGVANGUARD SPECIALIZED FUNDS | $527K |
EFAVISHARES TR | $486K |
AQLTISHARES TR | $486K |
PSMDPACER FDS TR | $452K |
IQLTISHARES TR | $439K |
WECWEC ENERGY GROUP INC | $425K |
TRGPTARGA RES CORP | $418K |
FDNFIRST TR EXCHANGE-TRADED FD | $394K |
HNDLSTRATEGY SHS | $388K |
XLFSELECT SECTOR SPDR TR | $380K |
IAGGISHARES TR | $378K |
NEARISHARES U S ETF TR | $376K |
SPYGSPDR SERIES TRUST | $375K |
IWMISHARES TR | $372K |
LCTUBLACKROCK ETF TRUST | $370K |
EUHYISHARES INC | $355K |
GEGE AEROSPACE | $341K |
PICBINVESCO EXCH TRADED FD TR II | $341K |
FTHIFIRST TR EXCHANGE TRADED FD | $322K |
GQ9SPDR GOLD TR | $317K |
ACGLARCH CAP GROUP LTD | $305K |
SMHVANECK ETF TRUST | $304K |
IESCIES HLDGS INC | $293K |
VEAVANGUARD TAX-MANAGED FDS | $285K |
PEPPEPSICO INC | $284K |
MLIMUELLER INDS INC | $275K |
IPKWINVESCO EXCH TRADED FD TR II | $273K |
BACBANK AMERICA CORP | $270K |
CLOZSERIES PORTFOLIOS TR | $265K |
AQLTISHARES TR | $261K |
VMOINVESCO MUN OPPORTUNITY TR | $260K |
RGAREINSURANCE GRP OF AMERICA I | $260K |
VTIVANGUARD INDEX FDS | $256K |
BUWABIO RAD LABS INC | $254K |
TXNTEXAS INSTRS INC | $254K |
SHYMBLACKROCK ETF TRUST II | $254K |
SCHGSCHWAB STRATEGIC TR | $251K |
DSIISHARES TR | $247K |
LOWLOWES COS INC | $247K |
DWMFWISDOMTREE TR | $242K |
OIAINVESCO MUNI INCOME OPP TRST | $237K |
IWDISHARES TR | $224K |
KOCOCA COLA CO | $223K |
USXFISHARES TR | $210K |
XOPSPDR SERIES TRUST | $200K |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $153K |
RELLRICHARDSON ELECTRS LTD | $97K |
CVXCHEVRON CORP NEW | $34K |
VCLTVANGUARD SCOTTSDALE FDS | $30K |
PFFISHARES TR | $28K |
TLTISHARES TR | $28K |
KLMNINVESCO EXCH TRADED FD TR II | $27K |
DYNFBLACKROCK ETF TRUST | $26K |
GSIEGOLDMAN SACHS ETF TR | $26K |
IGLBISHARES TR | $24K |
TFLRT ROWE PRICE ETF INC | $24K |
HYDBISHARES TR | $23K |
LVHILEGG MASON ETF INVT | $20K |
DFIPDIMENSIONAL ETF TRUST | $19K |
QUALISHARES TR | $19K |
IDMOINVESCO EXCH TRADED FD TR II | $17K |
LRCXLAM RESEARCH CORP | $13K |
VYMVANGUARD WHITEHALL FDS | $13K |
XLCSELECT SECTOR SPDR TR | $13K |
AVUVAMERICAN CENTY ETF TR | $12K |
USMVISHARES TR | $12K |
XMMOINVESCO EXCHANGE TRADED FD T | $12K |
BKLNINVESCO EXCH TRADED FD TR II | $12K |
AAPLAPPLE INC | $12K |
CDXSIMPLIFY EXCHANGE TRADED FUN | $12K |
XLVSELECT SECTOR SPDR TR | $12K |
BKGIBNY MELLON ETF TRUST | $10K |
SAMTADVISORS INNER CIRCLE FD III | $9K |
XLKSELECT SECTOR SPDR TR | $8K |
MSFTMICROSOFT CORP | $8K |
HEZUISHARES TR | $8K |
AXPAMERICAN EXPRESS CO | $8K |
GOOGLALPHABET INC | $7K |
IEMGISHARES INC | $7K |
LQDISHARES TR | $7K |
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