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Insight Wealth Strategies, LLC

13F
Insight Wealth Strategies, LLC
Last update 2025-07-07 171 Stocks (22 new)
Value $792.00 Mil Turnover 17 %
Countries:
Insight Wealth Strategies, LLC... Top Holdings of 2025-06-30 View Full List
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
+12.11%
+5.93%
259,695.3
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
+0.27%
-1.06%
10,299.8
 
PFF
iShares U.S. Preferred Stock
884,451
27,126.1
+11.40%
3.430
+0.35%
0.200
+5.94%
-1.24%
14,168.3
 
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
+11.53%
+18.09%
4,050.8
 
TLT
iShares 20+ Year Treasury Bond ETF
303,716
26,769.5
+0.94%
3.380
+0.03%
0.050
-3.60%
-2.52%
47,042.8
 
QUAL
iShares MSCI USA Quality Factor ETF
142,254
26,093.7
+0.97%
3.300
+0.03%
0.050
+13.89%
+2.98%
52,924.5
 
SPMO
Invesco S&P 500 Momentum ETF
221,074
24,481.7
-0.13%
3.090
0%
0.260
+27.89%
+18.81%
10,076.8
 
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
+8.17%
+8.06%
2,899.4
 
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
+19.69%
+7.20%
19,260.2
 
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
+0.51%
-0.77%
2,318.8
 

Insight Wealth Strategies, LLC's Historical Top Holdings Breakdowns

Insight Wealth Strategies, LLC's Top Stock Picks View Full List
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
$94.17
-0.42%
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
$51.76
1.43%
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
$50.64
0.30%
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
$109.48
0.35%
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
$106.31
7.96%
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
$126.74
5.54%
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
$47.15
1.57%
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
$91.92
7.25%
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
$52.01
5.07%
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
$38.05
4.28%
New holding
238,154
238,154

Insight Wealth Strategies, LLC Total Holding History ($B)

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Insight Wealth Strategies, LLC's Asset Allocation

To

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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