Insight Wealth Strategies, LLC Portfolio Holdings by Sector
Insight Wealth Strategies, LLC
- $790 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
LQD VCLT TLT DYNF SPMO IGLB LVHI GSIE 77 stocks |
$476,084
61.06% of portfolio
|
53
|
24
|
4
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$36,089
4.63% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR FTNT DOCN SQ PAYO 6 stocks |
$25,789
3.31% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM AMD 4 stocks |
$20,168
2.59% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
LDOS CDW ACN 3 stocks |
$14,029
1.8% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR WFRD XPRO 3 stocks |
$13,388
1.72% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12,196
1.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH ABC 3 stocks |
$11,425
1.47% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK BIIB LLY 3 stocks |
$10,680
1.37% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$10,099
1.3% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN LQDA 2 stocks |
$9,251
1.19% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK BAH 2 stocks |
$8,651
1.11% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI COMM 2 stocks |
$8,361
1.07% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V 2 stocks |
$8,287
1.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$6,561
0.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX 1 stocks |
$6,552
0.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$6,312
0.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
ORI HIG BRK-B 3 stocks |
$6,008
0.77% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX IESC 2 stocks |
$5,382
0.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$5,322
0.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
AMEH 1 stocks |
$5,201
0.67% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT BIO 2 stocks |
$5,194
0.67% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
$5,022
0.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$5,020
0.64% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$4,672
0.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IDXX 1 stocks |
$4,637
0.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
BLBD TSLA 2 stocks |
$4,467
0.57% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SWK 1 stocks |
$4,450
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aluminum | Basic Materials
CENX 1 stocks |
$4,434
0.57% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CNC 1 stocks |
$4,422
0.57% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$4,380
0.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU 1 stocks |
$4,105
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$3,639
0.47% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$3,624
0.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$3,581
0.46% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
IBKR 1 stocks |
$2,859
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$2,624
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$1,971
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$823
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
TRGP LNG 2 stocks |
$689
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
VMO OIA NEA 3 stocks |
$656
0.08% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$622
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$568
0.07% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
WEC 1 stocks |
$415
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$364
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
MLI 1 stocks |
$268
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$258
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
RELL 1 stocks |
$103
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|