Insight Wealth Strategies, LLC Incresed Positions in Q4 2025

Insight Wealth Strategies, LLC

  • $790 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
182
+ 9.71%
$325.75 - $352.42 $59.3K - $64.1K
2.06K $670K
SPY
Spdr S&P 500 ETF Trust

ETFs
47
+ 0.71%
$653.02 - $687.39 $30.7K - $32.3K
6.67K $4.44M
HYXU
Ishares Global Ex Usd High Yie

ETFs
563
+ 8.82%
$54.36 - $55.75 $30.6K - $31.4K
6.95K $379K
GE
General Electric CO

Industrials
78
+ 6.87%
$291.49 - $314.28 $22.7K - $24.5K
1.21K $364K
WMT
Walmart Inc.

Consumer Defensive
244
+ 1.29%
$101.18 - $109.03 $24.7K - $26.6K
19.2K $1.97M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
307
+ 5.91%
$50.99 - $54.42 $15.7K - $16.7K
5.5K $295K
MSFT
Microsoft Corp

Technology
367
+ 2.33%
$496.82 - $542.07 $182K - $199K
16.1K $8.19M
ABT
Abbott Laboratories

Healthcare
1.26K
+ 3.43%
$123.62 - $134.59 $155K - $169K
37.9K $4.93M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3
+ 0.32%
$325.34 - $368.61 $976 - $1.11K
935 $322K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 1.8%
$600.51 - $631.95 $12K - $12.6K
1.13K $697K
TRGP
Targa Resources Corp.

Energy
17
+ 0.68%
$146.3 - $173.23 $2.49K - $2.94K
2.51K $435K
IWF
Ishares Russell 1000 Gr ETF

ETFs
6
+ 0.53%
$459.47 - $491.71 $2.76K - $2.95K
1.14K $537K
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
430
+ 5.65%
$31.41 - $32.79 $13.5K - $14.1K
8.04K $260K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
29
+ 0.51%
$83.65 - $86.6 $2.43K - $2.51K
5.77K $497K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
207
+ 0.71%
$24.85 - $25.28 $5.14K - $5.23K
29.5K $739K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
7
+ 0.1%
$88.45 - $91.41 $619 - $640
7.08K $641K
IQLT
Ishares Msci Intl Quality Fact

ETFs
3
+ 0.03%
$43.84 - $45.35 $132 - $136
9.94K $445K
VMO
Invesco Municipal Opportunity Trust

Financial Services
530
+ 1.97%
$9.54 - $9.77 $5.06K - $5.18K
27.5K $266K
IEFA
Ishares Tr

ETFs
8
+ 0.27%
$86.09 - $89.88 $689 - $719
3.01K $267K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
320
+ 2.38%
$11.22 - $11.68 $3.59K - $3.74K
13.8K $158K
HYMU
Blackrock ETF Tr Ii High Yield
180
+ 1.58%
N/A
11.6K $265K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.01%
$31.41 - $33.69 $31.4 - $33.7
7.89K $254K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5
+ 0.09%
$161.21 - $171.97 $806 - $860
5.75K $947K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.09%
$199.44 - $208.01 $199 - $208
1.11K $226K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.26%
$321.8 - $337.95 $644 - $676
783 $258K
FTHI
First Trust Exchange Traded Fd

ETFs
159
+ 1.17%
$23.34 - $23.94 $3.71K - $3.81K
13.8K $324K
TFLR
T Rowe Price Exchange Traded F
26.3K
+ 5.75%
N/A
484K $0
Bny Mellon ETF Trust
13.6K
+ 5.44%
N/A
263K $0
Tidal Trust I
16.1K
+ 77.04%
N/A
37K $0
Ishares Tr
3.75K
+ 22.93%
N/A
20.1K $0
Series Portfolios Tr
189
+ 1.91%
N/A
10.1K $0
Calamos ETF Tr
6.19K
+ 24.47%
N/A
31.5K $0
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 0.32%
$236.79 - $250.33 $1.18K - $1.25K
1.55K $366K
WEC
Wec Energy Group, Inc.

Utilities
27
+ 0.73%
$110.61 - $117.5 $2.99K - $3.17K
3.74K $415K
CWB
Spdr Bloomberg Convertible Sec

ETFs
43
+ 0.38%
$88.49 - $93.64 $3.81K - $4.03K
11.5K $1.02M
WM
Waste Management Inc

Industrials
479
+ 3.97%
$196.77 - $219.98 $94.3K - $105K
12.5K $2.62M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
788
+ 0.61%
$92.34 - $95.43 $72.8K - $75.2K
130K $12.2M
INTU
Intuit Inc

Technology
263
+ 4.32%
$641.79 - $683.39 $169K - $180K
6.36K $4.11M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4
+ 0.07%
$245.79 - $258.02 $983 - $1.03K
5.69K $1.4M
GWW
W.W. Grainger, Inc.

Industrials
67
+ 1.35%
$926.21 - $979.0 $62.1K - $65.6K
5.05K $4.67M
JPM
Jpmorgan Chase & CO

Financial Services
261
+ 2.46%
$294.11 - $320.41 $76.8K - $83.6K
10.9K $3.26M
IBKR
Interactive Brokers Group, Inc.

Financial Services
531
+ 1.24%
$64.77 - $73.08 $34.4K - $38.8K
43.3K $2.86M
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.11%
$401.99 - $468.37 $1.21K - $1.41K
2.71K $1.11M
NFLX
Netflix Inc

Communication Services
4.99K
+ 753.17%
$110.29 - $1241.35 $550K - $6.19M
5.65K $622K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.82K
+ 1.74%
$117.68 - $124.18 $449K - $474K
224K $26.3M
CDW
Cdw Corp

Technology
827
+ 2.78%
$141.56 - $159.42 $117K - $132K
30.6K $4.44M
SWK
Stanley Black & Decker, Inc.

Industrials
3.55K
+ 5.52%
$64.43 - $75.42 $228K - $267K
67.8K $4.45M
HD
Home Depot, Inc.

Consumer Cyclical
595
+ 4.71%
$358.03 - $397.02 $213K - $236K
13.2K $4.74M
XLC
Select Sector Spdr Tr Communic

ETFs
2.37K
+ 2.22%
$111.33 - $117.16 $264K - $277K
109K $12.1M
Activity Summary
Buys All Purchases 118 New Holdings 15 Increased Positions 103 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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