Insight Wealth Strategies, LLC Purchases in Q4 2025

Insight Wealth Strategies, LLC

  • $790 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
215K
+ 349.66%
$110.25 - $112.92 $23.7M - $24.3M
277K $30.5M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
637K
New
$25.25 - $25.65 $16.1M - $16.3M
637K $16.3M
JMBS
Janus Detroit Str Tr Henderson

ETFs
351K
New
$45.54 - $46.2 $16M - $16.2M
351K $16M
XLK
Technology Sector Spdr

ETFs
30.5K
+ 104.23%
$278.39 - $304.13 $8.49M - $9.28M
59.8K $17.2M
AMEH
Apollo Medical Holdings, Inc.

Healthcare
142K
New
N/A
142K $5.2M
BIIB
Biogen Inc.

Healthcare
29K
New
$142.26 - $167.55 $4.12M - $4.85M
29K $4.85M
CENX
Century Aluminum CO

Basic Materials
154K
New
$27.88 - $34.26 $4.3M - $5.28M
154K $4.43M
CNC
Centene Corp

Healthcare
122K
New
$33.15 - $38.7 $4.03M - $4.7M
122K $4.42M
DOCN
Digital Ocean Holdings, Inc.

Technology
95.8K
New
$35.87 - $51.67 $3.43M - $4.95M
95.8K $4.39M
COMM
Comm Scope Holding Company, Inc.

Technology
244K
New
$14.95 - $17.75 $3.64M - $4.32M
244K $4.09M
KR
Kroger CO

Consumer Defensive
54.6K
New
$63.15 - $69.15 $3.44M - $3.77M
54.6K $3.64M
XPRO
Expro Group Holdings N.V.

Energy
267K
New
$11.87 - $14.19 $3.17M - $3.8M
267K $3.61M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
132K
+ 25.71%
$22.61 - $22.94 $2.99M - $3.04M
647K $14.7M
LVHI
Franklin International Low Vol

ETFs
9.15K
+ 1.56%
$34.73 - $36.81 $318K - $337K
595K $21.8M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
218
+ 3.0%
$557.73 - $694.99 $122K - $152K
7.5K $5.2M
FTNT
Fortinet, Inc.

Technology
13.1K
+ 30.44%
$80.54 - $87.52 $1.05M - $1.15M
56.1K $4.62M
VRSK
Verisk Analytics, Inc.

Industrials
6.89K
+ 49.19%
$208.0 - $249.55 $1.43M - $1.72M
20.9K $4.51M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.85K
+ 1.77%
$57.9 - $61.26 $454K - $481K
452K $27.1M
ACN
Accenture PLC

Technology
3.65K
+ 25.12%
$234.02 - $253.35 $854K - $924K
18.2K $4.39M
CAH
Cardinal Health Inc

Healthcare
16
+ 0.1%
$153.27 - $206.06 $2.45K - $3.3K
16.3K $3.35M
MRK
Merck & Co., Inc.

Healthcare
2.88K
+ 5.04%
$82.49 - $92.93 $238K - $268K
60.1K $5.58M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
12.3K
+ 4.01%
$52.81 - $55.35 $651K - $682K
320K $17.4M
GOOG
Alphabet Inc.

Communication Services
288
+ 2.39%
$237.49 - $291.74 $68.4K - $84K
12.3K $3.52M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.79K
+ 2.16%
$88.67 - $92.06 $602K - $625K
321K $28.5M
SQ
Block, Inc.

Technology
7.29K
+ 12.43%
N/A
65.9K $3.77M
IGLB
Ishares 10+ Year Investment Gr

ETFs
15.9K
+ 3.45%
$50.67 - $52.58 $806K - $837K
476K $24.1M
AVGO
Broadcom Inc.

Technology
569
+ 3.72%
$324.63 - $385.98 $185K - $220K
15.8K $5.43M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
12.2K
+ 1.91%
N/A
650K $20.5M
FLJP
Franklin Templeton ETF Tr

ETFs
8.75K
New
$33.71 - $36.09 $295K - $316K
8.75K $314K
CEG
Constellation Energy Corp

Utilities
504
+ 3.31%
$335.74 - $401.43 $169K - $202K
15.7K $5.32M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.91K
+ 10.66%
$122.36 - $133.85 $234K - $256K
19.9K $2.66M
XOM
Exxon Mobil Corp

Energy
1.56K
+ 9.86%
$110.64 - $119.78 $173K - $187K
17.4K $2.05M
LLY
Eli Lilly & CO

Healthcare
242
New
$799.57 - $1025.28 $193K - $248K
242 $247K
IEMG
Ishares Inc

ETFs
4.53K
+ 4.1%
N/A
115K $6.17M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.84K
+ 6.47%
$50.83 - $51.07 $246K - $247K
79.6K $4.06M
HEZU
Ishares Currency Hedged Msci E

ETFs
936
+ 0.52%
$41.97 - $43.96 $39.3K - $41.1K
182K $7.88M
MCO
Moodys Corp

Financial Services
416
+ 4.14%
$468.56 - $495.08 $195K - $206K
10.5K $5.02M
PSMD
Pacer Fds Tr Swan Sos Moderate

ETFs
5.98K
+ 41.82%
$31.47 - $32.03 $188K - $192K
20.3K $647K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.48K
New
$122.29 - $132.67 $181K - $197K
1.48K $193K
CTA
Simplify Exch Traded Fds Simpl

ETFs
7.69K
+ 25.14%
$26.88 - $29.21 $207K - $225K
38.3K $1.04M
ORI
Old Republic International Corp

Financial Services
1.53K
+ 2.53%
$38.4 - $44.35 $58.9K - $68K
62.1K $2.75M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.87K
+ 22.06%
$46.2 - $46.85 $179K - $181K
21.4K $989K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.03K
+ 9.02%
$52.99 - $55.79 $160K - $169K
36.6K $1.98M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.53K
+ 13.22%
$92.24 - $96.56 $141K - $147K
13.1K $1.24M
BKR
Baker Hughes CO

Energy
3.32K
+ 3.14%
$44.47 - $49.08 $148K - $163K
109K $5.32M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
6.42K
+ 12.93%
$23.66 - $23.91 $152K - $154K
56.1K $1.33M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
811
+ 0.9%
$137.47 - $143.13 $111K - $116K
90.6K $12.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
168
+ 4.1%
$589.5 - $635.77 $99K - $107K
4.27K $2.57M
MUB
Ishares National Muni Bond ETF

ETFs
873
+ 2.4%
$106.36 - $107.61 $92.9K - $93.9K
37.3K $3.99M
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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