Insight Wealth Strategies, LLC Top Holdings and 13F Report (2025) About Insight Wealth Strategies, LLCInvestment ActivityInsight Wealth Strategies, LLC has $742.74 million in total holdings as of March 31, 2025.Insight Wealth Strategies, LLC owns shares of 158 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 20.11% of the portfolio was purchased this quarter.About 20.27% of the portfolio was sold this quarter.This quarter, Insight Wealth Strategies, LLC has purchased 152 new stocks and bought additional shares in 91 stocks.Insight Wealth Strategies, LLC sold shares of 47 stocks and completely divested from 9 stocks this quarter.Largest Holdings Chevron $34,538,409Vanguard Long-Term Corporate Bond ETF $28,628,827iShares 20+ Year Treasury Bond ETF $27,391,020Goldman Sachs ActiveBeta International Equity ETF $26,316,294iShares 7-10 Year Treasury Bond ETF $24,978,518 Largest New Holdings this Quarter 464289511 - iShares 10+ Year Investment Grade Corporate Bond ETF $22,017,177 Holding09290C103 - iShares U.S. Equity Factor Rotation Active ETF $20,795,914 Holding46138E339 - Invesco S&P 500 Momentum ETF $20,483,552 Holding46434V639 - iShares Currency Hedged MSCI EMU ETF $13,390,716 Holding46137V464 - Invesco S&P MidCap Momentum ETF $10,015,993 Holding Largest Purchases this Quarter iShares 10+ Year Investment Grade Corporate Bond ETF 438,327 shares (about $22.02M)iShares U.S. Equity Factor Rotation Active ETF 426,495 shares (about $20.80M)Invesco S&P 500 Momentum ETF 221,372 shares (about $20.48M)iShares Currency Hedged MSCI EMU ETF 343,616 shares (about $13.39M)Invesco S&P MidCap Momentum ETF 88,045 shares (about $10.02M) Largest Sales this Quarter Vanguard International Dividend Appreciation ETF 305,614 shares (about $25.35M)iShares MBS ETF 250,661 shares (about $23.51M)iShares iBoxx $ Investment Grade Corporate Bond ETF 197,952 shares (about $21.52M)iShares MSCI USA Min Vol Factor ETF 203,070 shares (about $19.02M)iShares Core S&P Small-Cap ETF 100,030 shares (about $10.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofInsight Wealth Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCVXChevron$34,538,409$910,561 ▲2.7%206,4584.7%EnergyVCLTVanguard Long-Term Corporate Bond ETF$28,628,827$4,502,067 ▲18.7%377,1423.9%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$27,391,020$3,441,936 ▲14.4%300,9013.7%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$26,316,294$897,881 ▼-3.3%738,1853.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$24,978,518$373,373 ▲1.5%261,9123.4%ETFPFFiShares Preferred and Income Securities ETF$24,397,192$3,534,595 ▲16.9%793,9213.3%ETFQUALiShares MSCI USA Quality Factor ETF$24,075,655$1,253,478 ▼-4.9%140,8843.2%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$23,269,608$3,610,455 ▲18.4%718,8633.1%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$22,017,177$22,017,177 ▲New Holding438,3273.0%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$20,795,914$20,795,914 ▲New Holding426,4952.8%ETFSPMOInvesco S&P 500 Momentum ETF$20,483,552$20,483,552 ▲New Holding221,3722.8%ETFJAAAJanus Henderson AAA CLO ETF$18,540,353$3,335,910 ▲21.9%365,6152.5%ETFBKLNInvesco Senior Loan ETF$18,137,631$3,733,659 ▲25.9%876,2142.4%ETFHEZUiShares Currency Hedged MSCI EMU ETF$13,390,716$13,390,716 ▲New Holding343,6161.8%ETFUSMViShares MSCI USA Min Vol Factor ETF$13,151,624$19,019,508 ▼-59.1%140,4191.8%ETFVYMVanguard High Dividend Yield ETF$11,753,310$693,032 ▼-5.6%91,1391.6%ETFTIPiShares TIPS Bond ETF$11,116,764$1,642,686 ▲17.3%100,0701.5%ETFHYDBiShares High Yield Bond Factor ETF$10,873,883$5,411,819 ▲99.1%230,9171.5%ETFICVTiShares Convertible Bond ETF$10,765,633$123,994 ▲1.2%128,7601.4%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$10,455,546$2,038,741 ▲24.2%79,3831.4%ETFAVUVAvantis U.S. Small Cap Value ETF$10,426,900$231,261 ▼-2.2%119,6161.4%ETFXMMOInvesco S&P MidCap Momentum ETF$10,015,993$10,015,993 ▲New Holding88,0451.3%ETFXLFFinancial Select Sector SPDR Fund$9,323,589$1,144,983 ▼-10.9%187,1831.3%ETFFDNFirst Trust Dow Jones Internet Index Fund$8,338,845$622,686 ▲8.1%37,5371.1%ETFAAPLApple$8,221,025$217,909 ▼-2.6%37,0101.1%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$8,161,712$1,501,701 ▼-15.5%41,3331.1%FinanceLAM RESEARCH CORP$7,689,556$7,689,556 ▲New Holding105,7711.0%COM NEWGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$7,373,964$93,607 ▼-1.3%56,9551.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$7,111,466$21,515,367 ▼-75.2%65,4291.0%FinanceAXPAmerican Express$6,221,160$1,174,119 ▲23.3%23,1230.8%FinanceCORCencora$5,553,876$77,029 ▼-1.4%19,9720.7%MedicalMCKMcKesson$5,320,318$346,611 ▼-6.1%7,9050.7%MedicalAMZNAmazon.com$5,138,162$153,159 ▼-2.9%27,0060.7%Retail/WholesaleADPAutomatic Data Processing$4,905,410$17,721 ▲0.4%16,0550.7%Business ServicesMSFTMicrosoft$4,747,971$33,410 ▲0.7%12,6480.6%Computer and TechnologyGOOGLAlphabet$4,697,213$198,404 ▼-4.1%30,3750.6%Computer and TechnologyCHENIERE ENERGY INC$4,665,155$132,127 ▼-2.8%20,1610.6%COM NEWAMGNAmgen$4,623,671$76,329 ▲1.7%14,8410.6%MedicalMCOMoody's$4,604,976$7,451 ▼-0.2%9,8890.6%FinanceSYYSysco$4,557,910$47,800 ▲1.1%60,7400.6%Consumer StaplesBROBrown & Brown$4,543,646$1,281,461 ▲39.3%36,5240.6%FinanceACGLArch Capital Group$4,481,987$349,614 ▲8.5%46,6000.6%FinanceRGAReinsurance Group of America$4,471,369$502,288 ▲12.7%22,7090.6%FinanceMSIMotorola Solutions$4,468,838$62,608 ▲1.4%10,2070.6%Computer and TechnologyCTASCintas$4,414,616$4,727 ▼-0.1%21,4790.6%Business ServicesSHWSherwin-Williams$4,407,572$53,776 ▲1.2%12,6220.6%Basic MaterialsHSYHershey$4,320,029$122,115 ▲2.9%25,2590.6%Consumer StaplesGWWW.W. Grainger$4,316,867$41,489 ▲1.0%4,3700.6%IndustrialsHDHome Depot$4,254,064$43,244 ▲1.0%11,6080.6%Retail/WholesaleIDXXIDEXX Laboratories$4,196,140$43,675 ▼-1.0%9,9920.6%MedicalAVGOBroadcom$4,179,831$77,352 ▼-1.8%24,9650.6%Computer and TechnologyFTNTFortinet$4,078,729$35,520 ▼-0.9%42,3720.5%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$4,045,479$65,498 ▼-1.6%79,2450.5%ETFMBBiShares MBS ETF$3,982,263$23,506,924 ▼-85.5%42,4640.5%ETFHYDVanEck High Yield Muni ETF$3,963,625$203,491 ▲5.4%77,4450.5%ETFKLACKLA$3,956,874$51,662 ▲1.3%5,8210.5%Computer and TechnologyHUBBHubbell$3,938,320$562,239 ▲16.7%11,9010.5%IndustrialsMUBiShares National Muni Bond ETF$3,868,434$174,716 ▲4.7%36,6880.5%ETFPCARPACCAR$3,849,780$48,392 ▲1.3%39,5380.5%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$3,705,546$36,362 ▲1.0%6,6240.5%FinanceNVDANVIDIA$3,655,417$13,656 ▲0.4%33,7280.5%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$3,654,347$96,461 ▲2.7%73,6470.5%ETFSTXSeagate Technology$3,599,702$112,135 ▲3.2%42,3740.5%Computer and TechnologyPALANTIR TECHNOLOGIES INC$3,565,394$2,710,000 ▼-43.2%42,2440.5%CL AMETAMeta Platforms$3,559,330$2,944,400 ▲478.8%6,1760.5%Computer and TechnologyBLOCK INC$3,556,170$1,052,155 ▲42.0%65,4550.5%CL ALWLamb Weston$3,468,575$166,617 ▲5.0%65,0760.5%Consumer StaplesACNAccenture$3,405,882$98,916 ▲3.0%10,9150.5%Computer and TechnologyUNHUnitedHealth Group$3,318,482$73,849 ▲2.3%6,3360.4%MedicalCDWCDW$3,297,595$129,006 ▲4.1%20,5770.4%Computer and TechnologyJEFJefferies Financial Group$3,220,015$223,171 ▲7.4%60,1090.4%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$3,135,733$61,872 ▼-1.9%34,6150.4%ETFJNKSPDR Bloomberg High Yield Bond ETF$3,071,899$29,924 ▼-1.0%32,2340.4%FinanceBAHBooz Allen Hamilton$2,977,379$163,876 ▲5.8%28,4700.4%Business ServicesJPMJPMorgan Chase & Co.$2,953,845$69,664 ▼-2.3%12,0420.4%FinanceORIOld Republic International$2,715,390$95,657 ▲3.7%69,2350.4%FinanceWMWaste Management$2,698,278$10,187 ▲0.4%11,6550.4%Business ServicesPAYOPayoneer Global$2,694,459$540,553 ▲25.1%368,5990.4%Business ServicesCAHCardinal Health$2,690,257$37,060 ▼-1.4%19,5270.4%MedicalBLBDBlue Bird$2,634,238$704,662 ▲36.5%81,3790.4%Auto/Tires/TrucksORCLOracle$2,630,895$928,321 ▲54.5%18,8180.4%Computer and TechnologyFIXComfort Systems USA$2,524,469$2,524,469 ▲New Holding7,8320.3%ConstructionICEIntercontinental Exchange$2,506,960$518 ▲0.0%14,5330.3%FinanceSMSM Energy$2,459,129$929,167 ▲60.7%82,1080.3%EnergyAMTAmerican Tower$2,448,750$43,957 ▲1.8%11,2530.3%FinanceIBKRInteractive Brokers Group$2,397,633$103,165 ▼-4.1%14,4790.3%FinanceUNPUnion Pacific$2,360,868$26,458 ▲1.1%9,9940.3%TransportationAMDAdvanced Micro Devices$2,227,095$2,227,095 ▲New Holding21,6770.3%Computer and TechnologyFISFidelity National Information Services$2,223,007$46,376 ▲2.1%29,7670.3%Business ServicesTXNTexas Instruments$2,214,453$37,198 ▲1.7%12,3230.3%Computer and TechnologyCATCaterpillar$2,124,185$9,564 ▲0.5%6,4410.3%IndustrialsHONHoneywell International$1,974,253$30,490 ▲1.6%9,3240.3%Multi-Sector ConglomeratesLINDE PLC$1,918,369$25,609 ▲1.4%4,1200.3%SHSWMTWalmart$1,891,796$37,135 ▼-1.9%21,5490.3%Retail/WholesaleXOMExxon Mobil$1,891,134$22,478 ▲1.2%15,9010.3%EnergyQQQInvesco QQQ$1,885,160$28,606 ▼-1.5%4,0200.3%FinanceGOOGAlphabet$1,855,432$155,140 ▼-7.7%11,8760.2%Computer and TechnologyHIGThe Hartford Financial Services Group$1,810,665$2,846 ▲0.2%14,6340.2%FinanceNOGNorthern Oil and Gas$1,678,685$815,612 ▲94.5%55,5300.2%EnergyNTSXWisdomTree U.S. Efficient Core Fund$1,485,867$2,673 ▲0.2%32,7930.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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