Insight Wealth Strategies, LLC Q1 2025 Filing
Filed April 3, 2025
Portfolio Value
$742.7M
Holdings
158
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (158 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | FMBFIRST TR EXCH TRADED FD III | 24,541 | $1.2M | 0.17% | |
| 102 | MTUMISHARES TR | 5,784 | $1.2M | 0.16% | |
| 103 | PAAAPGIM ETF TR | 20,794 | $1.1M | 0.14% | |
| 104 | IVVISHARES TR | 1,726 | $969K | 0.13% | |
| 105 | CWBSPDR SER TR | 11,528 | $883K | 0.12% | |
| 106 | FBNDFIDELITY MERRIMACK STR TR | 17,236 | $786K | 0.11% | |
| 107 | TJXTJX COS INC NEW | 6,087 | $741K | 0.10% | |
| 108 | TSLATESLA INC | 2,863 | $741K | 0.10% | |
| 109 | DGROISHARES TR | 11,951 | $738K | 0.10% | |
| 110 | IWFISHARES TR | 2,038 | $735K | 0.10% | |
| 111 | IUSGISHARES TR | 5,731 | $728K | 0.10% | |
| 112 | IJRISHARES TR | 6,367 | $665K | 0.09% | |
| 113 | VVISA INC | 1,841 | $645K | 0.09% | |
| 114 | VIGIVANGUARD WHITEHALL FDS | 7,613 | $631K | 0.08% | |
| 115 | NFLXNETFLIX INC | 652 | $608K | 0.08% | |
| 116 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,104 | $587K | 0.08% | |
| 117 | EFAISHARES TR | 7,157 | $584K | 0.08% | |
| 118 | CLSETRUST FOR PROFESSIONAL MANAG | 26,887 | $581K | 0.08% | |
| 119 | VOOVANGUARD INDEX FDS | 1,117 | $573K | 0.08% | |
| 120 | HYMBSPDR SER TR | 19,711 | $497K | 0.07% | |
| 121 | TRGPTARGA RES CORP | 2,466 | $494K | 0.07% | |
| 122 | VIGVANGUARD SPECIALIZED FUNDS | 2,478 | $480K | 0.06% | |
| 123 | AQLTISHARES TR | 3,367 | $452K | 0.06% | |
| 124 | IVWISHARES TR | 4,835 | $448K | 0.06% | |
| 125 | EFAVISHARES TR | 5,695 | $443K | 0.06% | |
| 126 | VUGVANGUARD INDEX FDS | 1,097 | $406K | 0.05% | |
| 127 | WECWEC ENERGY GROUP INC | 3,727 | $406K | 0.05% | |
| 128 | HNDLSTRATEGY SHS | 16,867 | $355K | 0.05% | |
| 129 | SAMTADVISORS INNER CIRCLE FD III | 12,098 | $353K | 0.05% | |
| 130 | TFLOISHARES TR | 6,574 | $333K | 0.04% | |
| 131 | BACBANK AMERICA CORP | 7,842 | $327K | 0.04% | |
| 132 | LCTUBLACKROCK ETF TRUST | 5,143 | $311K | 0.04% | |
| 133 | IWMISHARES TR | 1,528 | $304K | 0.04% | |
| 134 | IVVWISHARES TR | 6,508 | $302K | 0.04% | |
| 135 | FLBLFRANKLIN TEMPLETON ETF TR | 12,477 | $300K | 0.04% | |
| 136 | FTHIFIRST TR EXCHANGE-TRADED FD | 13,290 | $290K | 0.04% | |
| 137 | SPYGSPDR SER TR | 3,587 | $288K | 0.04% | |
| 138 | PEPPEPSICO INC | 1,903 | $285K | 0.04% | |
| 139 | LDOSLEIDOS HOLDINGS INC | 2,085 | $281K | 0.04% | |
| 140 | CLOZSERIES PORTFOLIOS TR | 9,517 | $252K | 0.03% | |
| 141 | SHYMBLACKROCK ETF TRUST II | 11,127 | $252K | 0.03% | |
| 142 | VMOINVESCO MUN OPPORTUNITY TR | 25,878 | $245K | 0.03% | |
| 143 | AQLTISHARES TR | 3,174 | $240K | 0.03% | |
| 144 | IQLTISHARES TR | 5,998 | $238K | 0.03% | |
| 145 | OIAINVESCO MUNI INCOME OPP TRST | 38,851 | $233K | 0.03% | |
| 146 | MLIMUELLER INDS INC | 2,991 | $227K | 0.03% | |
| 147 | VTIVANGUARD INDEX FDS | 805 | $221K | 0.03% | |
| 148 | BUWABIO RAD LABS INC | 906 | $220K | 0.03% | |
| 149 | IESCIES HLDGS INC | 1,338 | $220K | 0.03% | |
| 150 | PSMDPACER FDS TR | 7,662 | $219K | 0.03% | |
| 151 | GEGE AEROSPACE | 1,094 | $218K | 0.03% | |
| 152 | LOWLOWES COS INC | 933 | $217K | 0.03% | |
| 153 | IWDISHARES TR | 1,120 | $210K | 0.03% | |
| 154 | FMHIFIRST TR EXCH TRADED FD III | 4,392 | $209K | 0.03% | |
| 155 | KOCOCA COLA CO | 2,894 | $207K | 0.03% | |
| 156 | DSIISHARES TR | 1,997 | $204K | 0.03% | |
| 157 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 12,937 | $144K | 0.02% | |
| 158 | RELLRICHARDSON ELECTRS LTD | 10,000 | $111K | 0.01% |
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