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 | Type |
|---|---|---|---|---|---|
| 1 | CVXCHEVRON CORP NEW | 217,541 | $31.7M | 4.00% | |
| 2 | VCLTVANGUARD SCOTTSDALE FDS | 380,395 | $28.8M | 3.64% | |
| 3 | PFFISHARES TR | 884,451 | $27.1M | 3.43% | |
| 4 | GSIEGOLDMAN SACHS ETF TR | 681,505 | $27.0M | 3.41% | |
| 5 | TLTISHARES TR | 303,716 | $26.8M | 3.38% | |
| 6 | QUALISHARES TR | 142,254 | $26.1M | 3.30% | |
| 7 | KLMNINVESCO EXCH TRADED FD TR II | 221,074 | $24.5M | 3.09% | |
| 8 | LVHILEGG MASON ETF INVT | 718,824 | $23.5M | 2.97% | |
| 9 | DYNFBLACKROCK ETF TRUST | 430,391 | $23.4M | 2.95% | |
| 10 | IGLBISHARES TR | 443,328 | $22.2M | 2.81% | |
| 11 | ICVTISHARES TR | 245,103 | $21.9M | 2.76% | |
| 12 | HYDBISHARES TR | 461,563 | $21.8M | 2.75% | |
| 13 | TFLRT ROWE PRICE ETF INC | 416,019 | $21.4M | 2.71% | |
| 14 | BKLNINVESCO EXCH TRADED FD TR II | 882,447 | $18.5M | 2.33% | |
| 15 | HEZUISHARES TR | 340,147 | $13.9M | 1.75% | |
| 16 | USMVISHARES TR | 139,642 | $13.2M | 1.66% | |
| 17 | FDNFIRST TR EXCHANGE-TRADED FD | 45,727 | $12.2M | 1.54% | |
| 18 | VYMVANGUARD WHITEHALL FDS | 89,936 | $12.1M | 1.53% | |
| 19 | AVUVAMERICAN CENTY ETF TR | 125,602 | $11.7M | 1.48% | |
| 20 | XMMOINVESCO EXCHANGE TRADED FD T | 89,549 | $11.5M | 1.46% | |
| 21 | XLCSELECT SECTOR SPDR TR | 106,578 | $11.5M | 1.45% | |
| 22 | LRCXLAM RESEARCH CORP | 107,553 | $10.4M | 1.32% | |
| 23 | BKGIBNY MELLON ETF TRUST | 238,154 | $9.2M | 1.17% | |
| 24 | SAMTADVISORS INNER CIRCLE FD III | 243,224 | $8.2M | 1.04% | |
| 25 | STXSEAGATE TECHNOLOGY HLDNGS PL | 55,136 | $8.0M | 1.01% | |
| 26 | AAPLAPPLE INC | 37,946 | $7.9M | 1.00% | |
| 27 | MSFTMICROSOFT CORP | 15,716 | $7.7M | 0.98% | |
| 28 | AXPAMERICAN EXPRESS CO | 23,085 | $7.4M | 0.94% | |
| 29 | XLKSELECT SECTOR SPDR TR | 28,942 | $7.3M | 0.92% | |
| 30 | LQDISHARES TR | 63,665 | $7.0M | 0.88% | |
| 31 | AMZNAMAZON COM INC | 26,884 | $5.9M | 0.75% | |
| 32 | IGOVISHARES TR | 134,359 | $5.8M | 0.73% | |
| 33 | AVGOBROADCOM INC | 20,943 | $5.5M | 0.70% | |
| 34 | KLACKLA CORP | 6,086 | $5.5M | 0.69% | |
| 35 | GOOGLALPHABET INC | 30,776 | $5.4M | 0.68% | |
| 36 | NVDANVIDIA CORPORATION | 34,539 | $5.3M | 0.67% | |
| 37 | PLTRPALANTIR TECHNOLOGIES INC | 39,918 | $5.2M | 0.66% | |
| 38 | MCOMOODYS CORP | 9,942 | $5.0M | 0.63% | |
| 39 | METAMETA PLATFORMS INC | 6,905 | $5.0M | 0.63% | |
| 40 | CTVACORTEVA INC | 64,038 | $4.8M | 0.61% | |
| 41 | CDWCDW CORP | 26,164 | $4.7M | 0.60% | |
| 42 | SYYSYSCO CORP | 61,246 | $4.7M | 0.60% | |
| 43 | IDXXIDEXX LABS INC | 8,660 | $4.7M | 0.59% | |
| 44 | ADPAUTOMATIC DATA PROCESSING IN | 15,130 | $4.7M | 0.59% | |
| 45 | LDOSLEIDOS HOLDINGS INC | 28,992 | $4.7M | 0.59% | |
| 46 | HDHOME DEPOT INC | 12,482 | $4.7M | 0.59% | |
| 47 | GWWGRAINGER W W INC | 4,390 | $4.6M | 0.58% | |
| 48 | RGAREINSURANCE GRP OF AMERICA I | 22,984 | $4.6M | 0.58% | |
| 49 | JEFJEFFERIES FINL GROUP INC | 82,194 | $4.6M | 0.58% | |
| 50 | SHWSHERWIN WILLIAMS CO | 12,736 | $4.5M | 0.57% | |
| 51 | XYZBLOCK INC | 66,220 | $4.5M | 0.57% | |
| 52 | MSIMOTOROLA SOLUTIONS INC | 10,574 | $4.5M | 0.57% | |
| 53 | ABGCENCORA INC | 15,146 | $4.5M | 0.57% | |
| 54 | LNGCHENIERE ENERGY INC | 18,693 | $4.4M | 0.56% | |
| 55 | CITCINTAS CORP | 19,533 | $4.4M | 0.55% | |
| 56 | PCARPACCAR INC | 44,150 | $4.3M | 0.55% | |
| 57 | FTNTFORTINET INC | 42,271 | $4.3M | 0.55% | |
| 58 | PAYOPAYONEER GLOBAL INC | 628,247 | $4.3M | 0.55% | |
| 59 | ACGLARCH CAP GROUP LTD | 46,656 | $4.3M | 0.54% | |
| 60 | MCKMCKESSON CORP | 5,861 | $4.3M | 0.54% | |
| 61 | ACNACCENTURE PLC IRELAND | 13,931 | $4.2M | 0.53% | |
| 62 | DTDYNATRACE INC | 76,971 | $4.2M | 0.53% | |
| 63 | BAHBOOZ ALLEN HAMILTON HLDG COR | 38,816 | $4.2M | 0.53% | |
| 64 | ORCLORACLE CORP | 19,010 | $4.2M | 0.53% | |
| 65 | FIXCOMFORT SYS USA INC | 7,918 | $4.1M | 0.52% | |
| 66 | SPYSPDR S&P 500 ETF TR | 6,665 | $4.1M | 0.52% | |
| 67 | HYDVANECK ETF TRUST | 78,924 | $4.0M | 0.50% | |
| 68 | MBBISHARES TR | 41,413 | $3.9M | 0.49% | |
| 69 | VRSKVERISK ANALYTICS INC | 12,334 | $3.9M | 0.49% | |
| 70 | MUBISHARES TR | 36,566 | $3.8M | 0.48% | |
| 71 | FLOTISHARES TR | 74,819 | $3.8M | 0.48% | |
| 72 | GDDYGODADDY INC | 21,164 | $3.8M | 0.48% | |
| 73 | VTEBVANGUARD MUN BD FDS | 73,842 | $3.6M | 0.46% | |
| 74 | BLBDBLUE BIRD CORP | 79,194 | $3.5M | 0.44% | |
| 75 | ICEINTERCONTINENTAL EXCHANGE IN | 18,720 | $3.4M | 0.43% | |
| 76 | IEFISHARES TR | 33,065 | $3.1M | 0.40% | |
| 77 | JPMJPMORGAN CHASE & CO. | 10,604 | $3.1M | 0.39% | |
| 78 | EMBISHARES TR | 32,156 | $3.0M | 0.38% | |
| 79 | AMDADVANCED MICRO DEVICES INC | 21,668 | $2.9M | 0.37% | |
| 80 | JNKSPDR SERIES TRUST | 30,344 | $2.9M | 0.37% | |
| 81 | SMSM ENERGY CO | 107,381 | $2.8M | 0.35% | |
| 82 | CAHCARDINAL HEALTH INC | 15,920 | $2.6M | 0.33% | |
| 83 | IBKRINTERACTIVE BROKERS GROUP IN | 46,273 | $2.6M | 0.33% | |
| 84 | INTUINTUIT | 3,291 | $2.6M | 0.32% | |
| 85 | FISFIDELITY NATL INFORMATION SV | 29,826 | $2.5M | 0.31% | |
| 86 | UNPUNION PAC CORP | 10,308 | $2.4M | 0.31% | |
| 87 | WMWASTE MGMT INC DEL | 10,588 | $2.4M | 0.31% | |
| 88 | AMTAMERICAN TOWER CORP NEW | 10,664 | $2.4M | 0.30% | |
| 89 | ORIOLD REP INTL CORP | 58,514 | $2.2M | 0.28% | |
| 90 | HONHONEYWELL INTL INC | 9,374 | $2.2M | 0.28% | |
| 91 | NDQINVESCO QQQ TR | 4,004 | $2.2M | 0.28% | |
| 92 | HIGHARTFORD INSURANCE GROUP INC | 16,800 | $2.1M | 0.27% | |
| 93 | GOOGALPHABET INC | 11,996 | $2.1M | 0.27% | |
| 94 | WMTWALMART INC | 18,561 | $1.8M | 0.23% | |
| 95 | XOMEXXON MOBIL CORP | 15,761 | $1.7M | 0.22% | |
| 96 | NTSXWISDOMTREE TR | 31,093 | $1.6M | 0.20% | |
| 97 | MTUMISHARES TR | 5,790 | $1.4M | 0.17% | |
| 98 | FMBFIRST TR EXCH TRADED FD III | 24,547 | $1.2M | 0.15% | |
| 99 | IVVISHARES TR | 1,798 | $1.1M | 0.14% | |
| 100 | PAAAPGIM ETF TR | 18,406 | $943K | 0.12% |
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