Insight Wealth Strategies, LLC Top Holdings and 13F Report (2025) About Insight Wealth Strategies, LLCInvestment ActivityInsight Wealth Strategies, LLC has $745.69 million in total holdings as of December 31, 2024.Insight Wealth Strategies, LLC owns shares of 152 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 15.79% of the portfolio was purchased this quarter.About 15.07% of the portfolio was sold this quarter.This quarter, Insight Wealth Strategies, LLC has purchased 159 new stocks and bought additional shares in 85 stocks.Insight Wealth Strategies, LLC sold shares of 44 stocks and completely divested from 27 stocks this quarter.Largest Holdings iShares MSCI USA Min Vol Factor ETF $30,498,407Chevron $29,114,953iShares iBoxx $ Investment Grade Corporate Bond ETF $28,139,672iShares MBS ETF $26,873,715iShares MSCI USA Quality Factor ETF $26,394,888 Largest New Holdings this Quarter Invesco Senior Loan ETF $14,661,443 HoldingConsumer Discretionary Select Sector SPDR Fund $10,979,228 HoldingiShares Convertible Bond ETF $10,814,727 HoldingFirst Trust Dow Jones Internet Index Fund $8,446,267 HoldingAberdeen Standard Physical Precious Metals Basket Shares ETF $6,333,044 Holding Largest Purchases this Quarter Invesco Senior Loan ETF 695,844 shares (about $14.66M)Consumer Discretionary Select Sector SPDR Fund 48,938 shares (about $10.98M)iShares Convertible Bond ETF 127,277 shares (about $10.81M)First Trust Dow Jones Internet Index Fund 34,734 shares (about $8.45M)Lam Research 95,433 shares (about $6.89M) Largest Sales this Quarter Apple 19,963 shares (about $5.00M)iShares Treasury Floating Rate Bond ETF 64,628 shares (about $3.26M)Sysco 22,323 shares (about $1.71M)Broadcom 4,248 shares (about $984.86K)VanEck High Yield Muni ETF 17,028 shares (about $883.92K) 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 PortfolioSectorUSMViShares MSCI USA Min Vol Factor ETF$30,498,407$369,633 ▲1.2%343,4894.1%ETFCVXChevron$29,114,953$158,165 ▲0.5%201,0153.9%EnergyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$28,139,672$4,701 ▲0.0%263,3813.8%FinanceMBBiShares MBS ETF$26,873,715$2,147,055 ▲8.7%293,1253.6%ETFQUALiShares MSCI USA Quality Factor ETF$26,394,888$360,257 ▼-1.3%148,2193.5%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$25,450,787$570,781 ▲2.3%763,3713.4%ETFVIGIVanguard International Dividend Appreciation ETF$25,055,024$465,782 ▲1.9%313,2273.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$23,851,785$597,041 ▲2.6%257,9973.2%ETFVCLTVanguard Long-Term Corporate Bond ETF$23,767,610$679,675 ▲2.9%317,8343.2%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$22,975,675$976,001 ▲4.4%263,0903.1%ETFPFFiShares Preferred and Income Securities ETF$21,344,631$200,556 ▼-0.9%678,9002.9%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$18,535,594$652,762 ▲3.7%607,3262.5%ETFJAAAJanus Henderson AAA CLO ETF$15,204,441$564,098 ▲3.9%299,8312.0%ETFBKLNInvesco Senior Loan ETF$14,661,443$14,661,443 ▲New Holding695,8442.0%ETFVYMVanguard High Dividend Yield ETF$12,314,046$291,414 ▲2.4%96,5131.7%ETFIJRiShares Core S&P Small-Cap ETF$12,259,085$8,296 ▲0.1%106,3971.6%ETFAVUVAvantis U.S. Small Cap Value ETF$11,802,615$221,150 ▲1.9%122,2691.6%ETFXLYConsumer Discretionary Select Sector SPDR Fund$10,979,228$10,979,228 ▲New Holding48,9381.5%FinanceICVTiShares Convertible Bond ETF$10,814,727$10,814,727 ▲New Holding127,2771.5%ETFXLFFinancial Select Sector SPDR Fund$10,157,526$152,868 ▼-1.5%210,1701.4%ETFAAPLApple$9,513,641$4,999,100 ▼-34.4%37,9911.3%Computer and TechnologyTIPiShares TIPS Bond ETF$9,086,956$224,609 ▲2.5%85,2831.2%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$8,458,923$208,879 ▲2.5%63,9041.1%ETFFDNFirst Trust Dow Jones Internet Index Fund$8,446,267$8,446,267 ▲New Holding34,7341.1%ETFLRCXLam Research$7,490,442$6,893,102 ▲1,154.0%103,7031.0%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$6,478,196$149,988 ▲2.4%82,4090.9%ETFGLTRAberdeen Standard Physical Precious Metals Basket Shares ETF$6,333,044$6,333,044 ▲New Holding57,6780.8%ETFAMZNAmazon.com$6,101,455$58,138 ▲1.0%27,8110.8%Retail/WholesaleGOOGLAlphabet$5,992,862$1,603,182 ▲36.5%31,6580.8%Computer and TechnologyAVGOBroadcom$5,894,995$984,856 ▼-14.3%25,4270.8%Computer and TechnologyPALANTIR TECHNOLOGIES INC$5,623,317$805,308 ▼-12.5%74,3530.8%CL AAXPAmerican Express$5,567,374$260,280 ▼-4.5%18,7590.7%FinanceXSVMInvesco S&P SmallCap Value with Momentum ETF$5,561,322$114,245 ▲2.1%102,0800.7%MiscellaneousHYDBiShares High Yield Bond Factor ETF$5,452,773$235,802 ▲4.5%115,9920.7%ETFFYLDCambria Foreign Shareholder Yield ETF$5,337,701$183,453 ▲3.6%211,7300.7%ETFMSFTMicrosoft$5,293,649$316,970 ▲6.4%12,5590.7%Computer and TechnologyMCKMcKesson$4,798,754$473,606 ▲11.0%8,4200.6%MedicalMCOMoody's$4,688,517$124,017 ▼-2.6%9,9050.6%FinanceADPAutomatic Data Processing$4,682,859$4,682,859 ▲New Holding15,9970.6%Business ServicesMSIMotorola Solutions$4,651,678$643,396 ▼-12.2%10,0640.6%Computer and TechnologySYYSysco$4,595,484$1,706,820 ▼-27.1%60,1030.6%Consumer StaplesGWWW.W. Grainger$4,561,800$160,211 ▲3.6%4,3280.6%IndustrialsCORCencora$4,549,456$2,523,556 ▲124.6%20,2490.6%MedicalNVDANVIDIA$4,512,378$88,496 ▲2.0%33,6020.6%Computer and TechnologyHDHome Depot$4,469,372$40,454 ▼-0.9%11,4900.6%Retail/WholesaleCHENIERE ENERGY INC$4,454,680$4,454,680 ▲New Holding20,7320.6%COM NEWJEFJefferies Financial Group$4,385,931$4,385,931 ▲New Holding55,9430.6%FinanceRGAReinsurance Group of America$4,306,260$827,371 ▲23.8%20,1580.6%FinanceHUBBHubbell$4,273,456$138,232 ▲3.3%10,2020.6%IndustrialsSHWSherwin-Williams$4,238,279$8,498 ▼-0.2%12,4680.6%Basic MaterialsIDXXIDEXX Laboratories$4,174,090$2,911,031 ▲230.5%10,0960.6%MedicalHSYHershey$4,156,768$650,485 ▲18.6%24,5450.6%Consumer StaplesLWLamb Weston$4,140,089$1,096,806 ▲36.0%61,9500.6%Consumer StaplesFLOTiShares Floating Rate Bond ETF$4,097,274$37,142 ▼-0.9%80,5280.5%ETFFTITechnipFMC$4,088,180$4,088,180 ▲New Holding141,2640.5%EnergyPCARPACCAR$4,060,996$721,474 ▲21.6%39,0410.5%Auto/Tires/TrucksFTNTFortinet$4,038,170$1,786,239 ▲79.3%42,7410.5%Computer and TechnologyACGLArch Capital Group$3,967,788$1,609,371 ▲68.2%42,9650.5%FinanceCTASCintas$3,928,463$2,923 ▲0.1%21,5020.5%Business ServicesBLOCK INC$3,917,104$3,917,104 ▲New Holding46,0890.5%CL AFLSFlowserve$3,896,623$60,453 ▲1.6%67,7440.5%IndustrialsSPYSPDR S&P 500 ETF Trust$3,844,034$1,194,997 ▲45.1%6,5590.5%FinanceHYDVanEck High Yield Muni ETF$3,813,750$883,918 ▼-18.8%73,4690.5%ETFAMGNAmgen$3,804,223$485,562 ▲14.6%14,5960.5%MedicalMUBiShares National Muni Bond ETF$3,732,507$384,428 ▼-9.3%35,0310.5%ETFACNAccenture$3,728,337$91,467 ▲2.5%10,5980.5%Computer and TechnologyCSGPCoStar Group$3,709,436$116,835 ▲3.3%51,8150.5%Computer and TechnologyKLACKLA$3,619,989$187,143 ▲5.5%5,7450.5%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$3,594,464$241,626 ▼-6.3%71,7030.5%ETFSTXSeagate Technology$3,543,371$3,543,371 ▲New Holding41,0540.5%Computer and TechnologyBAHBooz Allen Hamilton$3,462,392$3,462,392 ▲New Holding26,9030.5%Business ServicesCDWCDW$3,441,202$395,951 ▲13.0%19,7720.5%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$3,142,927$238,894 ▼-7.1%35,2980.4%ETFUNHUnitedHealth Group$3,133,647$99,649 ▼-3.1%6,1950.4%MedicalJNKSPDR Bloomberg High Yield Bond ETF$3,107,385$225,311 ▼-6.8%32,5480.4%FinancePAYOPayoneer Global$2,958,306$366,611 ▼-11.0%294,6520.4%Business ServicesJPMJPMorgan Chase & Co.$2,954,587$18,697 ▼-0.6%12,3260.4%FinanceMLIMueller Industries$2,950,923$54,362 ▲1.9%37,1840.4%IndustrialsBROBrown & Brown$2,675,224$79,166 ▼-2.9%26,2230.4%FinanceIBKRInteractive Brokers Group$2,668,146$633,203 ▼-19.2%15,1020.4%FinanceGOOGAlphabet$2,450,8180.0%12,8690.3%Computer and TechnologyORIOld Republic International$2,417,331$117,834 ▼-4.6%66,7960.3%FinanceFISFidelity National Information Services$2,354,095$165,980 ▼-6.6%29,1460.3%Business ServicesWMWaste Management$2,343,030$73,049 ▲3.2%11,6110.3%Business ServicesCAHCardinal Health$2,341,241$37,018 ▲1.6%19,7960.3%MedicalCATCaterpillar$2,325,898$59,127 ▲2.6%6,4120.3%IndustrialsBLBDBlue Bird$2,302,734$549,512 ▲31.3%59,6100.3%Auto/Tires/TrucksTXNTexas Instruments$2,271,829$159,381 ▲7.5%12,1160.3%Computer and TechnologyUNPUnion Pacific$2,253,477$161,907 ▲7.7%9,8820.3%TransportationICEIntercontinental Exchange$2,165,165$201,913 ▼-8.5%14,5300.3%FinanceQQQInvesco QQQ$2,086,440$346,632 ▼-14.2%4,0810.3%FinanceHONHoneywell International$2,073,760$68,448 ▲3.4%9,1800.3%Multi-Sector ConglomeratesORCLOracle$2,029,317$310,613 ▼-13.3%12,1780.3%Computer and TechnologyAMTAmerican Tower$2,026,914$38,700 ▲1.9%11,0510.3%FinanceWMTWalmart$1,985,204$325,356 ▼-14.1%21,9720.3%Retail/WholesaleSMSM Energy$1,980,010$108,566 ▲5.8%51,0840.3%EnergyLINDE PLC$1,702,076$53,596 ▲3.3%4,0650.2%SHSXOMExxon Mobil$1,690,164$71,320 ▲4.4%15,7120.2%EnergyHIGThe Hartford Financial Services Group$1,598,495$52,185 ▼-3.2%14,6110.2%FinanceNTSXWisdomTree U.S. Efficient Core Fund$1,528,349$184,098 ▲13.7%32,7340.2%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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