IW
| |
Insight Wealth Strategies, LLC13F | |
| Insight Wealth Strategies, LLC | |
| Last update 2025-07-07 | 171 Stocks (22 new) |
| Value $792.00 Mil | Turnover 17 % |
Insight Wealth Strategies, LLC... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVX | Chevron Corp | 217,541 | 31,667.5 | +5.37% | 4.000 | +0.20% | 0.010 | +15.90% | +9.74% | 269,032.0 | Oil & Gas | |
VCLT |
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
| 380,395 | 28,845.3 | +0.86% | 3.640 | +0.03% | 0.230 | +4.12% | +2.20% | 10,207.0 | ||
PFF | iShares U.S. Preferred Stock | 884,451 | 27,126.1 | +11.40% | 3.430 | +0.35% | 0.200 | +9.12% | +2.69% | 14,061.9 | ||
GSIE |
Goldman Sachs ActiveBeta International Equity ETF
Goldman Sachs ActiveBeta International Equity ETF
| 681,505 | 27,014.9 | -7.68% | 3.410 | -0.27% | 0.660 | +15.67% | +20.79% | 4,069.3 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 303,716 | 26,769.5 | +0.94% | 3.380 | +0.03% | 0.050 | -0.16% | +0.36% | 47,717.0 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 142,254 | 26,093.7 | +0.97% | 3.300 | +0.03% | 0.050 | +12.73% | +3.71% | 53,264.3 | ||
SPMO | Invesco S&P 500 Momentum ETF | 221,074 | 24,481.7 | -0.13% | 3.090 | 0% | 0.260 | +25.13% | +18.52% | 9,453.7 | ||
LVHI |
Franklin International Low Volatility High Dividend Index ETF
Franklin International Low Volatility High Dividend Index ETF
| 718,824 | 23,498.4 | -0.01% | 2.970 | 0% | 0.850 | +12.53% | +10.94% | 2,803.2 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 430,391 | 23,391.8 | +0.91% | 2.950 | +0.03% | 0.120 | +17.88% | +7.74% | 19,221.7 | ||
IGLB |
iShares 10 Year Investment Grade Corporate Bond ETF
iShares 10 Year Investment Grade Corporate Bond ETF
| 443,328 | 22,237.3 | +1.14% | 2.810 | +0.03% | 0.930 | +4.07% | +2.31% | 2,358.2 |
Insight Wealth Strategies, LLC's Historical Top Holdings Breakdowns
Insight Wealth Strategies, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-06-30 | Reduce Reduce | -2.94% | 93.15 ($94.57) 96.56 | $94.32 | -0.26% | Reduce -87.38% | 33,065 | -228,847 | |
TFLR | T. Rowe Price Floating Rate ETF | 2025-06-30 | New Buy New Buy | +2.71% | 49.22 ($51.03) 51.56 | $51.65 | 1.21% | New holding | 416,019 | 416,019 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-06-30 | Reduce Reduce | -2.42% | 49.79 ($50.49) 50.75 | $50.62 | 0.26% | Reduce -96.8% | 11,684 | -353,931 | |
TIP | iShares TIPS Bond ETF | 2025-06-30 | Sold Out Sold Out | -1.50% | 107.93 ($109.1) 111.09 | $109.33 | 0.21% | Sold Out | 0 | -100,070 | |
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 2025-06-30 | New Buy New Buy | +1.45% | 86.13 ($98.47) 108.53 | $106.01 | 7.66% | New holding | 106,578 | 106,578 | |
XOP |
SPDR Oil & Gas Exploration and Production ETF
SPDR Oil & Gas Exploration and Production ETF
| 2025-06-30 | Reduce Reduce | -1.38% | 101.91 ($120.09) 134.83 | $133.07 | 10.81% | Reduce -97.83% | 1,720 | -77,663 | |
HYDB |
iShares High Yield Systematic Bond ETF
iShares High Yield Systematic Bond ETF
| 2025-06-30 | Add Add | +1.37% | 44.64 ($46.42) 47.47 | $47.11 | 1.49% | Add 99.88% | 461,563 | 230,646 | |
ICVT | iShares Convertible Bond ETF | 2025-06-30 | Add Add | +1.31% | 78.98 ($85.71) 90.1 | $90.81 | 5.95% | Add 90.36% | 245,103 | 116,343 | |
XLF | Financial Select Sector SPDR | 2025-06-30 | Reduce Reduce | -1.20% | 43.92 ($49.5) 52.37 | $52.16 | 5.37% | Reduce -94.99% | 9,370 | -177,813 | |
BKGI |
BNY Mellon Global Infrastructure Income ETF
BNY Mellon Global Infrastructure Income ETF
| 2025-06-30 | New Buy New Buy | +1.17% | 31.57 ($36.49) 39.28 | $38.31 | 4.99% | New holding | 238,154 | 238,154 |
Insight Wealth Strategies, LLC Total Holding History ($B)
Insight Wealth Strategies, LLC's Asset Allocation
Insight Wealth Strategies, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Insight Wealth Strategies, LLC's Hypothetical Growth since 2025-06-30
Insight Wealth Strategies, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Insight Wealth Strategies, LLC's Holdings Heat Map
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Insight Wealth Strategies, LLC's Holdings Bubble Chart
Insight Wealth Strategies, LLC News
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