Insight Wealth Strategies, LLC Q1 2025 Filing
Filed April 3, 2025
Portfolio Value
$743K
Holdings
158
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (158 positions)
| Stock | Value |
|---|---|
CVXCHEVRON CORP NEW | $35K |
VCLTVANGUARD SCOTTSDALE FDS | $29K |
TLTISHARES TR | $27K |
GSIEGOLDMAN SACHS ETF TR | $26K |
IEFISHARES TR | $25K |
PFFISHARES TR | $24K |
QUALISHARES TR | $24K |
LVHILEGG MASON ETF INVT | $23K |
IGLBISHARES TR | $22K |
DYNFBLACKROCK ETF TRUST | $21K |
KLMNINVESCO EXCH TRADED FD TR II | $20K |
JAAAJANUS DETROIT STR TR | $19K |
BKLNINVESCO EXCH TRADED FD TR II | $18K |
HEZUISHARES TR | $13K |
USMVISHARES TR | $13K |
VYMVANGUARD WHITEHALL FDS | $12K |
TIPISHARES TR | $11K |
HYDBISHARES TR | $11K |
ICVTISHARES TR | $11K |
XOPSPDR SER TR | $10K |
AVUVAMERICAN CENTY ETF TR | $10K |
XMMOINVESCO EXCHANGE TRADED FD T | $10K |
XLFSELECT SECTOR SPDR TR | $9K |
FDNFIRST TR EXCHANGE-TRADED FD | $8K |
AAPLAPPLE INC | $8K |
XLYSELECT SECTOR SPDR TR | $8K |
LRCXLAM RESEARCH CORP | $8K |
GLTRABRDN PRECIOUS METALS BASKET | $7K |
LQDISHARES TR | $7K |
AXPAMERICAN EXPRESS CO | $6K |
ABGCENCORA INC | $6K |
MCKMCKESSON CORP | $5K |
AMZNAMAZON COM INC | $5K |
ADPAUTOMATIC DATA PROCESSING IN | $5K |
MSFTMICROSOFT CORP | $5K |
GOOGLALPHABET INC | $5K |
LNGCHENIERE ENERGY INC | $5K |
AMGNAMGEN INC | $5K |
MCOMOODYS CORP | $5K |
SYYSYSCO CORP | $5K |
BROBROWN & BROWN INC | $5K |
ACGLARCH CAP GROUP LTD | $4K |
RGAREINSURANCE GRP OF AMERICA I | $4K |
MSIMOTOROLA SOLUTIONS INC | $4K |
CITCINTAS CORP | $4K |
SHWSHERWIN WILLIAMS CO | $4K |
HSYHERSHEY CO | $4K |
GWWGRAINGER W W INC | $4K |
HDHOME DEPOT INC | $4K |
IDXXIDEXX LABS INC | $4K |
AVGOBROADCOM INC | $4K |
FTNTFORTINET INC | $4K |
FLOTISHARES TR | $4K |
MBBISHARES TR | $4K |
HYDVANECK ETF TRUST | $4K |
KLACKLA CORP | $4K |
HUBBHUBBELL INC | $4K |
MUBISHARES TR | $4K |
PCARPACCAR INC | $4K |
SPYSPDR S&P 500 ETF TR | $4K |
NVDANVIDIA CORPORATION | $4K |
VTEBVANGUARD MUN BD FDS | $4K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $4K |
PLTRPALANTIR TECHNOLOGIES INC | $4K |
METAMETA PLATFORMS INC | $4K |
XYZBLOCK INC | $4K |
LWLAMB WESTON HLDGS INC | $3K |
ACNACCENTURE PLC IRELAND | $3K |
UNHUNITEDHEALTH GROUP INC | $3K |
CDWCDW CORP | $3K |
JEFJEFFERIES FINL GROUP INC | $3K |
EMBISHARES TR | $3K |
JNKSPDR SER TR | $3K |
BAHBOOZ ALLEN HAMILTON HLDG COR | $3K |
JPMJPMORGAN CHASE & CO. | $3K |
ORIOLD REP INTL CORP | $3K |
WMWASTE MGMT INC DEL | $3K |
PAYOPAYONEER GLOBAL INC | $3K |
CAHCARDINAL HEALTH INC | $3K |
BLBDBLUE BIRD CORP | $3K |
ORCLORACLE CORP | $3K |
FIXCOMFORT SYS USA INC | $3K |
ICEINTERCONTINENTAL EXCHANGE IN | $3K |
SMSM ENERGY CO | $2K |
AMTAMERICAN TOWER CORP NEW | $2K |
IBKRINTERACTIVE BROKERS GROUP IN | $2K |
UNPUNION PAC CORP | $2K |
AMDADVANCED MICRO DEVICES INC | $2K |
FISFIDELITY NATL INFORMATION SV | $2K |
TXNTEXAS INSTRS INC | $2K |
CATCATERPILLAR INC | $2K |
HONHONEYWELL INTL INC | $2K |
LINLINDE PLC | $2K |
WMTWALMART INC | $2K |
XOMEXXON MOBIL CORP | $2K |
NDQINVESCO QQQ TR | $2K |
GOOGALPHABET INC | $2K |
HIGHARTFORD FINL SVCS GROUP INC | $2K |
NOGNORTHERN OIL & GAS INC | $2K |
NTSXWISDOMTREE TR | $1K |
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