Insight Wealth Strategies, LLC Incresed Positions in Q1 2025

Insight Wealth Strategies, LLC

  • $725 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
5.44K
+ 2.71%
$146.71 - $167.97 $799K - $914K
206K $34.5M
HYDB
Ishares Tr Edge High Yield Def

ETFs
115K
+ 99.08%
$46.82 - $47.8 $5.38M - $5.49M
231K $10.9M
LVHI
Franklin International Low Vol

ETFs
112K
+ 18.37%
$30.53 - $32.85 $3.41M - $3.66M
719K $23.4M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
59.3K
+ 18.66%
$73.11 - $77.43 $4.34M - $4.59M
377K $28.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
37.8K
+ 14.37%
$85.29 - $92.57 $3.22M - $3.5M
301K $27.1M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
180K
+ 25.92%
$20.71 - $21.15 $3.74M - $3.81M
876K $18.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
65.8K
+ 21.94%
$50.48 - $51.04 $3.32M - $3.36M
366K $18.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
115K
+ 16.94%
$30.85 - $32.26 $3.55M - $3.71M
794K $24.5M
META
Meta Platforms, Inc.

Communication Services
5.11K
+ 478.82%
$576.74 - $736.67 $2.95M - $3.76M
6.18K $3.56M
TIP
Ishares Tr Tips Bd ETF

ETFs
14.8K
+ 17.34%
$106.22 - $110.65 $1.57M - $1.64M
100K $11.1M
BRO
Brown & Brown, Inc.

Financial Services
10.3K
+ 39.28%
$100.54 - $124.4 $1.04M - $1.28M
36.5K $4.54M
IEF
Ishares Barclays

ETFs
3.92K
+ 1.52%
$91.17 - $95.39 $357K - $373K
262K $24.9M
AMGN
Amgen Inc

Healthcare
245
+ 1.68%
$258.59 - $327.36 $63.4K - $80.2K
14.8K $4.62M
AXP
American Express CO

Financial Services
4.36K
+ 23.26%
$255.39 - $325.87 $1.11M - $1.42M
23.1K $6.22M
NOG
Northern Oil & Gas, Inc.

Energy
27K
+ 94.5%
$26.89 - $42.07 $725K - $1.14M
55.5K $1.67M
ORCL
Oracle Corp

Technology
6.64K
+ 54.52%
$139.81 - $186.47 $928K - $1.24M
18.8K $2.63M
ACGL
Arch Capital Group Ltd.

Financial Services
3.64K
+ 8.46%
$88.13 - $96.94 $320K - $352K
46.6K $4.48M
SM
Sm Energy CO

Energy
31K
+ 60.73%
$27.15 - $44.69 $842K - $1.39M
82.1K $2.41M
AMT
American Tower Corp

Real Estate
202
+ 1.83%
$173.46 - $217.6 $35K - $44K
11.3K $2.45M
BLBD
Blue Bird Corp

Consumer Cyclical
21.8K
+ 36.52%
$32.62 - $42.39 $710K - $923K
81.4K $2.68M
WM
Waste Management Inc

Industrials
44
+ 0.38%
$200.54 - $233.78 $8.82K - $10.3K
11.7K $2.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
3
+ 0.02%
$142.8 - $176.36 $428 - $529
14.5K $2.51M
KLAC
Kla Corp

Technology
76
+ 1.32%
$636.62 - $777.63 $48.4K - $59.1K
5.82K $3.96M
ORI
Old Republic International Corp

Financial Services
2.44K
+ 3.65%
$33.46 - $39.22 $81.6K - $95.7K
69.2K $2.72M
ADP
Automatic Data Processing Inc

Industrials
58
+ 0.36%
$286.85 - $318.64 $16.6K - $18.5K
16.1K $4.91M
HIG
Hartford Financial Services Group, Inc.

Financial Services
23
+ 0.16%
$106.31 - $123.73 $2.45K - $2.85K
14.6K $1.81M
XOM
Exxon Mobil Corp

Energy
189
+ 1.2%
$105.44 - $118.93 $19.9K - $22.5K
15.9K $1.89M
UNH
Unitedhealth Group Inc

Healthcare
141
+ 2.28%
$461.52 - $548.18 $65.1K - $77.3K
6.34K $3.32M
SHW
Sherwin Williams CO

Basic Materials
154
+ 1.24%
$330.16 - $365.55 $50.8K - $56.3K
12.6K $4.41M
RGA
Reinsurance Group Of America Inc

Financial Services
2.55K
+ 12.66%
$186.01 - $231.1 $475K - $590K
22.7K $4.47M
HSY
Hershey CO

Consumer Defensive
714
+ 2.91%
$144.74 - $186.36 $103K - $133K
25.3K $4.32M
HYD
Vaneck High Yield Muni ETF

ETFs
3.98K
+ 5.41%
$50.79 - $52.53 $202K - $209K
77.4K $3.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
118
+ 11.97%
$442.66 - $534.52 $52.2K - $63.1K
1.1K $579K
MUB
Ishares National Muni Bond ETF

ETFs
1.66K
+ 4.73%
$104.71 - $107.69 $174K - $178K
36.7K $3.86M
UNP
Union Pacific Corp

Industrials
112
+ 1.13%
$225.21 - $254.42 $25.2K - $28.5K
9.99K $2.36M
EFA
Ishares Tr Msci Eafe ETF

ETFs
329
+ 4.82%
$74.85 - $84.89 $24.6K - $27.9K
7.16K $590K
WEC
Wec Energy Group, Inc.

Utilities
32
+ 0.87%
$92.12 - $108.98 $2.95K - $3.49K
3.73K $406K
TRGP
Targa Resources Corp.

Energy
14
+ 0.57%
$178.44 - $217.22 $2.5K - $3.04K
2.47K $494K
STX
Seagate Technology Holdings PLC

Technology
1.32K
+ 3.22%
$84.92 - $108.42 $112K - $143K
42.4K $3.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.94K
+ 2.71%
$49.25 - $50.66 $95.7K - $98.5K
73.6K $3.65M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
919
+ 5.63%
$44.41 - $45.98 $40.8K - $42.3K
17.2K $784K
TXN
Texas Instruments Inc

Technology
207
+ 1.71%
N/A
12.3K $2.4M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.75K
+ 9.77%
$25.12 - $26.05 $44.1K - $45.7K
19.7K $496K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
233
+ 0.6%
$5.93 - $6.2 $1.38K - $1.44K
38.9K $234K
DVY
Ishares Tr

ETFs
17
+ 0.51%
$128.58 - $138.1 $2.19K - $2.35K
3.37K $446K
HYMU
Blackrock ETF Tr Ii High Yield
79
+ 0.72%
$22.43 - $23.19 $1.77K - $1.83K
11.1K $255K
HNDL
Strategy Shs

ETFs
278
+ 1.68%
$20.7 - $21.8 $5.75K - $6.06K
16.9K $354K
TFLO
Ishares Treasury Floating Rate

ETFs
12
+ 0.18%
$50.48 - $50.68 $606 - $608
6.57K $332K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.09%
$182.82 - $196.21 $183 - $196
1.12K $208K
Activity Summary
Buys All Purchases 106 New Holdings 15 Increased Positions 91 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Insight Wealth Strategies, LLC Portfolio

Follow Insight Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email