The Analysis of Insight Wealth Strategies, LLC's Holdings
Currently, Insight Wealth Strategies, LLC holds 171 types of securities in its portfolio with a total value $872.1M. In the most recent quarter, they have increased their positions in LQD (+215.1K shares, valued at $23.7M), EMLC (+637.2K shares, valued at $16.5M), JMBS (+350.9K shares, valued at $16.0M); decreased their positions in PFF (-326.0K shares, valued at $10.1M), META (-5.8K shares, valued at $3.8M), LNG (-17.9K shares, valued at $3.5M); initiated new positions in EMLC (+637.2K shares, valued at $16.5M), JMBS (+350.9K shares, valued at $16.0M), TUA (+640.4K shares, valued at $14.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CVX CHEVRON CORP NEW219.9K shares0.48%2025-12-312026-01-02
LQD ISHARES TR276.7K shares349.66%2025-12-312026-01-02 VCLT VANGUARD SCOTTSDALE FDS398.6K shares1.98%2025-12-312026-01-02 TLT ISHARES TR320.9K shares2.16%2025-12-312026-01-02 GSIE GOLDMAN SACHS ETF TR649.8K shares1.91%2025-12-312026-01-02 DYNF BLACKROCK ETF TRUST452.2K shares1.77%2025-12-312026-01-02 SPMO INVESCO EXCH TRADED FD TR II223.6K shares1.74%2025-12-312026-01-02 TFLR T ROWE PRICE ETF INC483.5K shares5.75%2025-12-312026-01-02 IGLB ISHARES TR476.5K shares3.45%2025-12-312026-01-02 LVHI LEGG MASON ETF INVT595.2K shares1.56%2025-12-312026-01-02 QUAL ISHARES TR95.2K shares-0.09%2025-12-312026-01-02 PFF ISHARES TR575.0K shares-36.18%2025-12-312026-01-02 IDMO INVESCO EXCH TRADED FD TR II319.5K shares4.01%2025-12-312026-01-02 EMLC VANECK ETF TRUST637.2K sharesnew addition2025-12-312026-01-02 JMBS JANUS DETROIT STR TR350.9K sharesnew addition2025-12-312026-01-02 CDX SIMPLIFY EXCHANGE TRADED FUN647.2K shares25.71%2025-12-312026-01-02 TUA SIMPLIFY EXCHANGE TRADED FUN640.4K sharesnew addition2025-12-312026-01-02 XLV SELECT SECTOR SPDR TR84.1K shares-0.28%2025-12-312026-01-02 VYM VANGUARD WHITEHALL FDS90.6K shares0.90%2025-12-312026-01-02 XLC SELECT SECTOR SPDR TR108.9K shares2.22%2025-12-312026-01-02 AVUV AMERICAN CENTY ETF TR124.8K shares-0.51%2025-12-312026-01-02 XMMO INVESCO EXCHANGE TRADED FD T91.1K shares1.52%2025-12-312026-01-02 AAPL APPLE INC45.6K shares-2.06%2025-12-312026-01-02 USMV ISHARES TR129.6K shares0.61%2025-12-312026-01-02 BKGI BNY MELLON ETF TRUST263.4K shares5.44%2025-12-312026-01-02 SAMT ADVISORS INNER CIRCLE FD III246.4K shares1.25%2025-12-312026-01-02 XLK SELECT SECTOR SPDR TR59.8K shares104.23%2025-12-312026-01-02 AXP AMERICAN EXPRESS CO22.3K shares-2.97%2025-12-312026-01-02 HEZU ISHARES TR182.3K shares0.52%2025-12-312026-01-02 MSFT MICROSOFT CORP16.1K shares2.33%2025-12-312026-01-02 IEMG ISHARES INC115.0K shares4.10%2025-12-312026-01-02 KLAC KLA CORP5.6K shares-1.97%2025-12-312026-01-02 ALPHABET INC ALPHABET INC20.9K shares-31.89%2025-12-312026-01-02 AMZN AMAZON COM INC28.0K shares-2.97%2025-12-312026-01-02 CENX CENTURY ALUM CO154.1K sharesnew addition2025-12-312026-01-02 CENCORA INC CENCORA INC17.5K shares1.02%2025-12-312026-01-02 REGN REGENERON PHARMACEUTICALS7.5K shares3.00%2025-12-312026-01-02 CEG CONSTELLATION ENERGY CORP15.7K shares3.31%2025-12-312026-01-02 NVDA NVIDIA CORPORATION29.5K shares-9.20%2025-12-312026-01-02 BROADCOM INC BROADCOM INC15.8K shares3.72%2025-12-312026-01-02 MCO MOODYS CORP10.5K shares4.14%2025-12-312026-01-02 FIX COMFORT SYS USA INC5.6K shares-27.81%2025-12-312026-01-02 BIIB BIOGEN INC29.0K sharesnew addition2025-12-312026-01-02 GWW GRAINGER W W INC5.0K shares1.35%2025-12-312026-01-02 CNC CENTENE CORP DEL121.6K sharesnew addition2025-12-312026-01-02 BKR BAKER HUGHES COMPANY109.2K shares3.14%2025-12-312026-01-02 LDOS LEIDOS HOLDINGS INC27.2K shares-7.78%2025-12-312026-01-02 LQDA LIQUIDIA CORPORATION141.8K sharesnew addition2025-12-312026-01-02 QCOM QUALCOMM INC28.5K shares-0.47%2025-12-312026-01-02 WFRD WEATHERFORD INTL PLC61.7K shares-15.28%2025-12-312026-01-02 PLTR PALANTIR TECHNOLOGIES INC27.1K shares-23.96%2025-12-312026-01-02 ABT ABBOTT LABS37.9K shares3.43%2025-12-312026-01-02 MCK MCKESSON CORP5.8K shares-6.87%2025-12-312026-01-02 VRSK VERISK ANALYTICS INC20.9K shares49.19%2025-12-312026-01-02 DOCN DIGITALOCEAN HLDGS INC95.8K sharesnew addition2025-12-312026-01-02 HD HOME DEPOT INC13.2K shares4.71%2025-12-312026-01-02 IDXX IDEXX LABS INC6.7K shares-21.30%2025-12-312026-01-02 SPY SPDR S&P 500 ETF TR6.7K shares0.71%2025-12-312026-01-02 ADP AUTOMATIC DATA PROCESSING IN17.5K shares1.08%2025-12-312026-01-02 FTNT FORTINET INC56.1K shares30.44%2025-12-312026-01-02 COMM COMMSCOPE HLDG CO INC243.6K sharesnew addition2025-12-312026-01-02 MSI MOTOROLA SOLUTIONS INC11.3K shares4.85%2025-12-312026-01-02 XYZ BLOCK INC65.9K shares12.43%2025-12-312026-01-02 BAH BOOZ ALLEN HAMILTON HLDG COR49.9K shares3.26%2025-12-312026-01-02 INTU INTUIT6.4K shares4.32%2025-12-312026-01-02 CDW CDW CORP30.6K shares2.78%2025-12-312026-01-02 FLOT ISHARES TR79.6K shares6.47%2025-12-312026-01-02 MUB ISHARES TR37.3K shares2.40%2025-12-312026-01-02 AMD ADVANCED MICRO DEVICES INC18.6K shares-14.06%2025-12-312026-01-02 MBB ISHARES TR41.6K shares0.90%2025-12-312026-01-02 ALPHABET INC ALPHABET INC12.3K shares2.39%2025-12-312026-01-02 CTAS CINTAS CORP19.4K shares-1.56%2025-12-312026-01-02 VTEB VANGUARD MUN BD FDS71.8K shares-0.56%2025-12-312026-01-02 ASTH ASTRANA HEALTH INC141.6K sharesnew addition2025-12-312026-01-02 JPM JPMORGAN CHASE & CO.10.9K shares2.46%2025-12-312026-01-02 HYD VANECK ETF TRUST67.4K shares-14.73%2025-12-312026-01-02 KR KROGER CO54.5K sharesnew addition2025-12-312026-01-02 CAH CARDINAL HEALTH INC16.3K shares0.10%2025-12-312026-01-02 BLBD BLUE BIRD CORP66.0K shares-12.63%2025-12-312026-01-02 IEF ISHARES TR31.6K shares-3.49%2025-12-312026-01-02 ORI OLD REP INTL CORP62.1K shares2.53%2025-12-312026-01-02 IBKR INTERACTIVE BROKERS GROUP IN43.3K shares1.24%2025-12-312026-01-02 WM WASTE MGMT INC DEL12.5K shares3.97%2025-12-312026-01-02 HIG HARTFORD INSURANCE GROUP INC19.9K shares10.66%2025-12-312026-01-02 EMB ISHARES TR27.7K shares-6.90%2025-12-312026-01-02 WMT WALMART INC19.2K shares1.29%2025-12-312026-01-02 XOM EXXON MOBIL CORP17.4K shares9.86%2025-12-312026-01-02 NTSX WISDOMTREE TR36.6K shares9.02%2025-12-312026-01-02 MTUM ISHARES TR5.7K shares0.07%2025-12-312026-01-02 FLBL FRANKLIN TEMPLETON ETF TR56.1K shares12.93%2025-12-312026-01-02 FMB FIRST TR EXCH TRADED FD III24.8K shares2.38%2025-12-312026-01-02 EFA ISHARES TR13.1K shares13.22%2025-12-312026-01-02 TSLA TESLA INC2.7K shares0.11%2025-12-312026-01-02 IVV ISHARES TR1.7K shares4.84%2025-12-312026-01-02 HFGM TIDAL TRUST I37.0K shares77.04%2025-12-312026-01-02 CTA SIMPLIFY EXCHANGE TRADED FUN38.3K shares25.14%2025-12-312026-01-02 CWB SPDR SERIES TRUST11.5K shares0.38%2025-12-312026-01-02 FBND FIDELITY MERRIMACK STR TR21.4K shares22.06%2025-12-312026-01-02 IUSG ISHARES TR5.7K shares0.09%2025-12-312026-01-02 PAAA PGIM ETF TR18.8K shares-1.56%2025-12-312026-01-02 IVVW ISHARES TR20.1K shares22.93%2025-12-312026-01-02 META META PLATFORMS INC1.3K shares-81.29%2025-12-312026-01-02 TJX TJX COS INC NEW5.6K shares-1.86%2025-12-312026-01-02 CAIE CALAMOS ETF TR31.5K shares24.47%2025-12-312026-01-02 DGRO ISHARES TR11.9K shares-0.09%2025-12-312026-01-02 HYMB SPDR SERIES TRUST29.5K shares0.71%2025-12-312026-01-02 V VISA INC2.1K shares9.71%2025-12-312026-01-02 GLTR ABRDN PRECIOUS METALS BASKET3.5K shares-0.57%2025-12-312026-01-02 PSMD PACER FDS TR20.3K shares41.82%2025-12-312026-01-02 IJR ISHARES TR5.4K shares-8.96%2025-12-312026-01-02 VIGI VANGUARD WHITEHALL FDS7.1K shares0.10%2025-12-312026-01-02 IWF ISHARES TR1.1K shares0.53%2025-12-312026-01-02 VIG VANGUARD SPECIALIZED FUNDS2.4K shares-0.04%2025-12-312026-01-02 NFLX NETFLIX INC5.6K shares753.17%2025-12-312026-01-02 IVW ISHARES TR4.1K shares-11.37%2025-12-312026-01-02 EFAV ISHARES TR5.8K shares0.51%2025-12-312026-01-02 TRGP TARGA RES CORP2.5K shares0.68%2025-12-312026-01-02 IQLT ISHARES TR9.9K shares0.03%2025-12-312026-01-02 DVY ISHARES TR3.1K shares-8.42%2025-12-312026-01-02 IAGG ISHARES TR8.0K shares7.92%2025-12-312026-01-02 IWM ISHARES TR1.5K shares0.32%2025-12-312026-01-02 LCTU BLACKROCK ETF TRUST5.1K shares-0.53%2025-12-312026-01-02 GE AEROSPACE GE AEROSPACE1.2K shares6.87%2025-12-312026-01-02 EUHY ISHARES INC6.9K shares8.82%2025-12-312026-01-02 PICB INVESCO EXCH TRADED FD TR II15.2K shares6.33%2025-12-312026-01-02 JAAA JANUS DETROIT STR TR6.8K shares-41.32%2025-12-312026-01-02 BAC BANK AMERICA CORP6.3K shares19.38%2025-12-312026-01-02 SMH VANECK ETF TRUST935 shares0.32%2025-12-312026-01-02 FTHI FIRST TR EXCHANGE TRADED FD13.8K shares1.17%2025-12-312026-01-02 SPYG SPDR SERIES TRUST2.9K shares-19.55%2025-12-312026-01-02 PEP PEPSICO INC2.1K shares5.08%2025-12-312026-01-02 IPKW INVESCO EXCH TRADED FD TR II5.5K shares5.91%2025-12-312026-01-02 GLD SPDR GOLD TR764 shares-14.45%2025-12-312026-01-02 LOW LOWES COS INC1.3K shares26.88%2025-12-312026-01-02 FLJP FRANKLIN TEMPLETON ETF TR8.8K sharesnew addition2025-12-312026-01-02 MLI MUELLER INDS INC2.5K shares-7.64%2025-12-312026-01-02 IESC IES HLDGS INC739 shares0.00%2025-12-312026-01-02 VEA VANGUARD TAX-MANAGED FDS4.5K shares-4.53%2025-12-312026-01-02 FDN FIRST TR EXCHANGE-TRADED FD1.0K shares-26.72%2025-12-312026-01-02 IEFA ISHARES TR3.0K shares0.27%2025-12-312026-01-02 CLOZ SERIES PORTFOLIOS TR10.1K shares1.91%2025-12-312026-01-02 NEAR ISHARES U S ETF TR5.2K shares-29.83%2025-12-312026-01-02 VMO INVESCO MUN OPPORTUNITY TR27.5K shares1.97%2025-12-312026-01-02 VTI VANGUARD INDEX FDS783 shares0.26%2025-12-312026-01-02 DWMF WISDOMTREE TR8.0K shares5.65%2025-12-312026-01-02 LLY ELI LILLY & CO242 sharesnew addition2025-12-312026-01-02 SCHG SCHWAB STRATEGIC TR7.9K shares0.01%2025-12-312026-01-02 SHYM BLACKROCK ETF TRUST II11.6K shares1.58%2025-12-312026-01-02 BIO BIO RAD LABS INC839 shares-7.40%2025-12-312026-01-02 DSI ISHARES TR2.0K shares-0.56%2025-12-312026-01-02 KO COCA COLA CO3.6K shares6.54%2025-12-312026-01-02 OIA INVESCO MUNI INCOME OPP TRST38.7K shares-1.63%2025-12-312026-01-02 IWD ISHARES TR1.1K shares0.09%2025-12-312026-01-02 XLF SELECT SECTOR SPDR TR4.2K shares-39.92%2025-12-312026-01-02 LNG CHENIERE ENERGY INC1.2K shares-93.80%2025-12-312026-01-02 USXF ISHARES TR3.7K shares-0.24%2025-12-312026-01-02 VLUE ISHARES TR1.5K sharesnew addition2025-12-312026-01-02 NEA NUVEEN AMT FREE QLTY MUN INC13.8K shares2.38%2025-12-312026-01-02 RELL RICHARDSON ELECTRS LTD10.0K shares0.00%2025-12-312026-01-02 PAYO PAYONEER GLOBAL INC19.3K shares-96.94%2025-12-312026-01-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available