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 |
|---|---|---|---|---|---|
| 101 | CWBSPDR SERIES TRUST | 11,425 | $940K | 0.12% | |
| 102 | EFAISHARES TR | 10,041 | $896K | 0.11% | |
| 103 | IWFISHARES TR | 2,038 | $856K | 0.11% | |
| 104 | IUSGISHARES TR | 5,736 | $854K | 0.11% | |
| 105 | NFLXNETFLIX INC | 657 | $849K | 0.11% | |
| 106 | TSLATESLA INC | 2,757 | $829K | 0.10% | |
| 107 | FBNDFIDELITY MERRIMACK STR TR | 17,254 | $789K | 0.10% | |
| 108 | DGROISHARES TR | 11,928 | $772K | 0.10% | |
| 109 | TJXTJX COS INC NEW | 6,113 | $765K | 0.10% | |
| 110 | HYMBSPDR SERIES TRUST | 29,195 | $720K | 0.09% | |
| 111 | FLBLFRANKLIN TEMPLETON ETF TR | 29,099 | $701K | 0.09% | |
| 112 | VIGIVANGUARD WHITEHALL FDS | 7,619 | $687K | 0.09% | |
| 113 | IJRISHARES TR | 6,092 | $675K | 0.09% | |
| 114 | VVISA INC | 1,846 | $656K | 0.08% | |
| 115 | VOOVANGUARD INDEX FDS | 1,077 | $611K | 0.08% | |
| 116 | JAAAJANUS DETROIT STR TR | 11,684 | $590K | 0.07% | |
| 117 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,130 | $553K | 0.07% | |
| 118 | CLSETRUST FOR PROFESSIONAL MANAG | 22,726 | $531K | 0.07% | |
| 119 | IVWISHARES TR | 4,840 | $527K | 0.07% | |
| 120 | VIGVANGUARD SPECIALIZED FUNDS | 2,434 | $501K | 0.06% | |
| 121 | XLFSELECT SECTOR SPDR TR | 9,370 | $493K | 0.06% | |
| 122 | EFAVISHARES TR | 5,737 | $483K | 0.06% | |
| 123 | VUGVANGUARD INDEX FDS | 1,097 | $475K | 0.06% | |
| 124 | IVVWISHARES TR | 10,312 | $473K | 0.06% | |
| 125 | AQLTISHARES TR | 3,395 | $459K | 0.06% | |
| 126 | IQLTISHARES TR | 9,938 | $428K | 0.05% | |
| 127 | TRGPTARGA RES CORP | 2,481 | $426K | 0.05% | |
| 128 | IESCIES HLDGS INC | 1,404 | $406K | 0.05% | |
| 129 | WECWEC ENERGY GROUP INC | 3,669 | $384K | 0.05% | |
| 130 | BACBANK AMERICA CORP | 7,954 | $382K | 0.05% | |
| 131 | IAGGISHARES TR | 7,388 | $377K | 0.05% | |
| 132 | HNDLSTRATEGY SHS | 17,152 | $370K | 0.05% | |
| 133 | GLTRABRDN PRECIOUS METALS BASKET | 2,556 | $355K | 0.04% | |
| 134 | LCTUBLACKROCK ETF TRUST | 5,253 | $353K | 0.04% | |
| 135 | EUHYISHARES INC | 6,384 | $351K | 0.04% | |
| 136 | CTASIMPLIFY EXCHANGE TRADED FUN | 13,099 | $350K | 0.04% | |
| 137 | PICBINVESCO EXCH TRADED FD TR II | 14,227 | $344K | 0.04% | |
| 138 | SPYGSPDR SERIES TRUST | 3,592 | $338K | 0.04% | |
| 139 | IWMISHARES TR | 1,536 | $334K | 0.04% | |
| 140 | PSMDPACER FDS TR | 10,813 | $328K | 0.04% | |
| 141 | FTHIFIRST TR EXCHANGE TRADED FD | 13,441 | $305K | 0.04% | |
| 142 | TXNTEXAS INSTRS INC | 1,423 | $299K | 0.04% | |
| 143 | GQ9SPDR GOLD TR | 909 | $279K | 0.04% | |
| 144 | GEGE AEROSPACE | 1,110 | $276K | 0.03% | |
| 145 | VEAVANGUARD TAX-MANAGED FDS | 4,744 | $270K | 0.03% | |
| 146 | AQLTISHARES TR | 3,185 | $265K | 0.03% | |
| 147 | CLOZSERIES PORTFOLIOS TR | 9,718 | $260K | 0.03% | |
| 148 | PEPPEPSICO INC | 1,915 | $259K | 0.03% | |
| 149 | SMHVANECK ETF TRUST | 932 | $257K | 0.03% | |
| 150 | IPKWINVESCO EXCH TRADED FD TR II | 5,166 | $251K | 0.03% | |
| 151 | SHYMBLACKROCK ETF TRUST II | 11,261 | $250K | 0.03% | |
| 152 | VMOINVESCO MUN OPPORTUNITY TR | 26,410 | $244K | 0.03% | |
| 153 | MLIMUELLER INDS INC | 2,918 | $239K | 0.03% | |
| 154 | DWMFWISDOMTREE TR | 7,561 | $237K | 0.03% | |
| 155 | VTIVANGUARD INDEX FDS | 780 | $237K | 0.03% | |
| 156 | DSIISHARES TR | 2,022 | $234K | 0.03% | |
| 157 | SCHGSCHWAB STRATEGIC TR | 7,891 | $228K | 0.03% | |
| 158 | KOCOCA COLA CO | 3,137 | $224K | 0.03% | |
| 159 | BUWABIO RAD LABS INC | 906 | $224K | 0.03% | |
| 160 | OIAINVESCO MUNI INCOME OPP TRST | 39,103 | $224K | 0.03% | |
| 161 | BROBROWN & BROWN INC | 2,056 | $224K | 0.03% | |
| 162 | LOWLOWES COS INC | 968 | $221K | 0.03% | |
| 163 | HUBBHUBBELL INC | 537 | $220K | 0.03% | |
| 164 | IWDISHARES TR | 1,121 | $219K | 0.03% | |
| 165 | XOPSPDR SERIES TRUST | 1,720 | $218K | 0.03% | |
| 166 | CSCOCISCO SYS INC | 3,123 | $215K | 0.03% | |
| 167 | FMHIFIRST TR EXCH TRADED FD III | 4,412 | $206K | 0.03% | |
| 168 | XLYSELECT SECTOR SPDR TR | 940 | $205K | 0.03% | |
| 169 | USXFISHARES TR | 3,832 | $205K | 0.03% | |
| 170 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 13,286 | $146K | 0.02% | |
| 171 | RELLRICHARDSON ELECTRS LTD | 10,000 | $97K | 0.01% |
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