Insight Wealth Strategies, LLC Q1 2025 Filing
Filed April 3, 2025
Portfolio Value
$742.7B
Holdings
158
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (158 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVXCHEVRON CORP NEW | 206,458 | $34.5B | 4.65% | |
| 2 | VCLTVANGUARD SCOTTSDALE FDS | 377,142 | $28.6B | 3.85% | |
| 3 | TLTISHARES TR | 300,901 | $27.4B | 3.69% | |
| 4 | GSIEGOLDMAN SACHS ETF TR | 738,185 | $26.3B | 3.54% | |
| 5 | IEFISHARES TR | 261,912 | $25.0B | 3.36% | |
| 6 | PFFISHARES TR | 793,921 | $24.4B | 3.28% | |
| 7 | QUALISHARES TR | 140,884 | $24.1B | 3.24% | |
| 8 | LVHILEGG MASON ETF INVT | 718,863 | $23.3B | 3.13% | |
| 9 | IGLBISHARES TR | 438,327 | $22.0B | 2.96% | |
| 10 | DYNFBLACKROCK ETF TRUST | 426,495 | $20.8B | 2.80% | |
| 11 | KLMNINVESCO EXCH TRADED FD TR II | 221,372 | $20.5B | 2.76% | |
| 12 | JAAAJANUS DETROIT STR TR | 365,615 | $18.5B | 2.50% | |
| 13 | BKLNINVESCO EXCH TRADED FD TR II | 876,214 | $18.1B | 2.44% | |
| 14 | HEZUISHARES TR | 343,616 | $13.4B | 1.80% | |
| 15 | USMVISHARES TR | 140,419 | $13.2B | 1.77% | |
| 16 | VYMVANGUARD WHITEHALL FDS | 91,139 | $11.8B | 1.58% | |
| 17 | TIPISHARES TR | 100,070 | $11.1B | 1.50% | |
| 18 | HYDBISHARES TR | 230,917 | $10.9B | 1.46% | |
| 19 | ICVTISHARES TR | 128,760 | $10.8B | 1.45% | |
| 20 | XOPSPDR SER TR | 79,383 | $10.5B | 1.41% | |
| 21 | AVUVAMERICAN CENTY ETF TR | 119,616 | $10.4B | 1.40% | |
| 22 | XMMOINVESCO EXCHANGE TRADED FD T | 88,045 | $10.0B | 1.35% | |
| 23 | XLFSELECT SECTOR SPDR TR | 187,183 | $9.3B | 1.26% | |
| 24 | FDNFIRST TR EXCHANGE-TRADED FD | 37,537 | $8.3B | 1.12% | |
| 25 | AAPLAPPLE INC | 37,010 | $8.2B | 1.11% | |
| 26 | XLYSELECT SECTOR SPDR TR | 41,333 | $8.2B | 1.10% | |
| 27 | LRCXLAM RESEARCH CORP | 105,771 | $7.7B | 1.04% | |
| 28 | GLTRABRDN PRECIOUS METALS BASKET | 56,955 | $7.4B | 0.99% | |
| 29 | LQDISHARES TR | 65,429 | $7.1B | 0.96% | |
| 30 | AXPAMERICAN EXPRESS CO | 23,123 | $6.2B | 0.84% | |
| 31 | ABGCENCORA INC | 19,972 | $5.6B | 0.75% | |
| 32 | MCKMCKESSON CORP | 7,905 | $5.3B | 0.72% | |
| 33 | AMZNAMAZON COM INC | 27,006 | $5.1B | 0.69% | |
| 34 | ADPAUTOMATIC DATA PROCESSING IN | 16,055 | $4.9B | 0.66% | |
| 35 | MSFTMICROSOFT CORP | 12,648 | $4.7B | 0.64% | |
| 36 | GOOGLALPHABET INC | 30,375 | $4.7B | 0.63% | |
| 37 | LNGCHENIERE ENERGY INC | 20,161 | $4.7B | 0.63% | |
| 38 | AMGNAMGEN INC | 14,841 | $4.6B | 0.62% | |
| 39 | MCOMOODYS CORP | 9,889 | $4.6B | 0.62% | |
| 40 | SYYSYSCO CORP | 60,740 | $4.6B | 0.61% | |
| 41 | BROBROWN & BROWN INC | 36,524 | $4.5B | 0.61% | |
| 42 | ACGLARCH CAP GROUP LTD | 46,600 | $4.5B | 0.60% | |
| 43 | RGAREINSURANCE GRP OF AMERICA I | 22,709 | $4.5B | 0.60% | |
| 44 | MSIMOTOROLA SOLUTIONS INC | 10,207 | $4.5B | 0.60% | |
| 45 | CITCINTAS CORP | 21,479 | $4.4B | 0.59% | |
| 46 | SHWSHERWIN WILLIAMS CO | 12,622 | $4.4B | 0.59% | |
| 47 | HSYHERSHEY CO | 25,259 | $4.3B | 0.58% | |
| 48 | GWWGRAINGER W W INC | 4,370 | $4.3B | 0.58% | |
| 49 | HDHOME DEPOT INC | 11,608 | $4.3B | 0.57% | |
| 50 | IDXXIDEXX LABS INC | 9,992 | $4.2B | 0.56% | |
| 51 | AVGOBROADCOM INC | 24,965 | $4.2B | 0.56% | |
| 52 | FTNTFORTINET INC | 42,372 | $4.1B | 0.55% | |
| 53 | FLOTISHARES TR | 79,245 | $4.0B | 0.54% | |
| 54 | MBBISHARES TR | 42,464 | $4.0B | 0.54% | |
| 55 | HYDVANECK ETF TRUST | 77,445 | $4.0B | 0.53% | |
| 56 | KLACKLA CORP | 5,821 | $4.0B | 0.53% | |
| 57 | HUBBHUBBELL INC | 11,901 | $3.9B | 0.53% | |
| 58 | MUBISHARES TR | 36,688 | $3.9B | 0.52% | |
| 59 | PCARPACCAR INC | 39,538 | $3.8B | 0.52% | |
| 60 | SPYSPDR S&P 500 ETF TR | 6,624 | $3.7B | 0.50% | |
| 61 | NVDANVIDIA CORPORATION | 33,728 | $3.7B | 0.49% | |
| 62 | VTEBVANGUARD MUN BD FDS | 73,647 | $3.7B | 0.49% | |
| 63 | STXSEAGATE TECHNOLOGY HLDNGS PL | 42,374 | $3.6B | 0.48% | |
| 64 | PLTRPALANTIR TECHNOLOGIES INC | 42,244 | $3.6B | 0.48% | |
| 65 | METAMETA PLATFORMS INC | 6,176 | $3.6B | 0.48% | |
| 66 | XYZBLOCK INC | 65,455 | $3.6B | 0.48% | |
| 67 | LWLAMB WESTON HLDGS INC | 65,076 | $3.5B | 0.47% | |
| 68 | ACNACCENTURE PLC IRELAND | 10,915 | $3.4B | 0.46% | |
| 69 | UNHUNITEDHEALTH GROUP INC | 6,336 | $3.3B | 0.45% | |
| 70 | CDWCDW CORP | 20,577 | $3.3B | 0.44% | |
| 71 | JEFJEFFERIES FINL GROUP INC | 60,109 | $3.2B | 0.43% | |
| 72 | EMBISHARES TR | 34,615 | $3.1B | 0.42% | |
| 73 | JNKSPDR SER TR | 32,234 | $3.1B | 0.41% | |
| 74 | BAHBOOZ ALLEN HAMILTON HLDG COR | 28,470 | $3.0B | 0.40% | |
| 75 | JPMJPMORGAN CHASE & CO. | 12,042 | $3.0B | 0.40% | |
| 76 | ORIOLD REP INTL CORP | 69,235 | $2.7B | 0.37% | |
| 77 | WMWASTE MGMT INC DEL | 11,655 | $2.7B | 0.36% | |
| 78 | PAYOPAYONEER GLOBAL INC | 368,599 | $2.7B | 0.36% | |
| 79 | CAHCARDINAL HEALTH INC | 19,527 | $2.7B | 0.36% | |
| 80 | BLBDBLUE BIRD CORP | 81,379 | $2.6B | 0.35% | |
| 81 | ORCLORACLE CORP | 18,818 | $2.6B | 0.35% | |
| 82 | FIXCOMFORT SYS USA INC | 7,832 | $2.5B | 0.34% | |
| 83 | ICEINTERCONTINENTAL EXCHANGE IN | 14,533 | $2.5B | 0.34% | |
| 84 | SMSM ENERGY CO | 82,108 | $2.5B | 0.33% | |
| 85 | AMTAMERICAN TOWER CORP NEW | 11,253 | $2.4B | 0.33% | |
| 86 | IBKRINTERACTIVE BROKERS GROUP IN | 14,479 | $2.4B | 0.32% | |
| 87 | UNPUNION PAC CORP | 9,994 | $2.4B | 0.32% | |
| 88 | AMDADVANCED MICRO DEVICES INC | 21,677 | $2.2B | 0.30% | |
| 89 | FISFIDELITY NATL INFORMATION SV | 29,767 | $2.2B | 0.30% | |
| 90 | TXNTEXAS INSTRS INC | 12,323 | $2.2B | 0.30% | |
| 91 | CATCATERPILLAR INC | 6,441 | $2.1B | 0.29% | |
| 92 | HONHONEYWELL INTL INC | 9,324 | $2.0B | 0.27% | |
| 93 | LINLINDE PLC | 4,120 | $1.9B | 0.26% | |
| 94 | WMTWALMART INC | 21,549 | $1.9B | 0.25% | |
| 95 | XOMEXXON MOBIL CORP | 15,901 | $1.9B | 0.25% | |
| 96 | NDQINVESCO QQQ TR | 4,020 | $1.9B | 0.25% | |
| 97 | GOOGALPHABET INC | 11,876 | $1.9B | 0.25% | |
| 98 | HIGHARTFORD FINL SVCS GROUP INC | 14,634 | $1.8B | 0.24% | |
| 99 | NOGNORTHERN OIL & GAS INC | 55,530 | $1.7B | 0.23% | |
| 100 | NTSXWISDOMTREE TR | 32,793 | $1.5B | 0.20% |
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