Insight Wealth Strategies, LLC Reduced Holdings in Q1 2025

Insight Wealth Strategies, LLC

  • $725 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-306K
- 97.57%
$78.97 - $85.82 $24.1M - $26.2M
7.61K $633K
MBB
Ishares Tr

ETFs
-251K
- 85.51%
$90.37 - $94.08 $22.7M - $23.6M
42.5K $3.98M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-198K
- 75.16%
$105.1 - $109.61 $20.8M - $21.7M
65.4K $7.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-203K
- 59.12%
$87.68 - $94.52 $17.8M - $19.2M
140K $13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-100K
- 94.02%
$102.49 - $119.96 $10.3M - $12M
6.37K $662K
XLY
Select Sector Spdr Consumer Di

ETFs
-7.61K
- 15.54%
$192.6 - $233.2 $1.46M - $1.77M
41.3K $8.14M
MLI
Mueller Industries Inc

Industrials
-34.2K
- 91.96%
$76.28 - $82.67 $2.61M - $2.83M
2.99K $229K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-7.34K
- 4.95%
$168.16 - $186.21 $1.23M - $1.37M
141K $23.9M
PLTR
Palantir Technologies Inc.

Technology
-32.1K
- 43.18%
$64.98 - $124.62 $2.09M - $4M
42.2K $3.57M
AVGO
Broadcom Inc.

Technology
-462
- 1.82%
$167.43 - $244.7 $77.4K - $113K
25K $4.18M
GOOGL
Alphabet Inc.

Communication Services
-1.28K
- 4.05%
$154.33 - $206.19 $198K - $265K
30.4K $4.69M
AAPL
Apple Inc.

Technology
-981
- 2.58%
$209.68 - $247.1 $206K - $242K
37K $8.22M
AMZN
Amazon Com Inc

Consumer Cyclical
-805
- 2.89%
$190.26 - $242.06 $153K - $195K
27K $5.14M
XLF
Financial Sector Spdr

ETFs
-23K
- 10.94%
$47.32 - $52.19 $1.09M - $1.2M
187K $9.21M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-25.2K
- 3.3%
N/A
738K $23.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.37K
- 5.57%
$126.11 - $135.06 $678K - $726K
91.1K $11.6M
GOOG
Alphabet Inc.

Communication Services
-993
- 7.72%
$156.06 - $207.71 $155K - $206K
11.9K $1.86M
PEP
Pepsico Inc

Consumer Defensive
-1.83K
- 49.08%
$142.64 - $156.42 $262K - $287K
1.9K $285K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-623
- 4.13%
$161.03 - $235.53 $100K - $147K
14.5K $2.4M
VIG
Vanguard Dividend Appreciation

ETFs
-1.39K
- 35.85%
N/A
2.48K $451K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-61
- 1.49%
$468.34 - $539.52 $28.6K - $32.9K
4.02K $1.89M
WMT
Walmart Inc.

Consumer Defensive
-423
- 1.93%
$84.5 - $105.05 $35.7K - $44.4K
21.5K $1.89M
MCO
Moodys Corp

Financial Services
-16
- 0.16%
$437.8 - $527.48 $7K - $8.44K
9.89K $4.61M
ABC
Amerisourcebergen Corp

Healthcare
-277
- 1.37%
N/A
20K $3.7M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.28K
- 1.59%
$50.87 - $51.09 $65.3K - $65.5K
79.2K $4.05M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-781
- 15.1%
$47.47 - $48.84 $37.1K - $38.1K
4.39K $209K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-314
- 0.96%
$94.86 - $97.12 $29.8K - $30.5K
32.2K $3.07M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-3
- 0.05%
$196.12 - $229.48 $588 - $688
5.78K $1.16M
BAC
Bank Of America Corp

Financial Services
-309
- 3.79%
$39.61 - $47.74 $12.2K - $14.8K
7.84K $327K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-64
- 1.23%
$59.79 - $67.15 $3.83K - $4.3K
5.14K $310K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-82
- 0.33%
$50.17 - $51.45 $4.11K - $4.22K
24.5K $1.24M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-21
- 1.04%
$101.98 - $115.66 $2.14K - $2.43K
2K $203K
EMB
Ishares Tr

ETFs
-683
- 1.93%
$88.64 - $92.03 $60.5K - $62.9K
34.6K $3.13M
DGRO
Ishares Core Dividend Growth E

ETFs
-123
- 1.02%
$60.46 - $64.42 $7.44K - $7.92K
12K $730K
TJX
Tjx Companies Inc

Consumer Cyclical
-100
- 1.62%
$112.81 - $126.16 $11.3K - $12.6K
6.09K $741K
JPM
Jpmorgan Chase & CO

Financial Services
-284
- 2.3%
$225.19 - $279.95 $64K - $79.5K
12K $2.95M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-362
- 5.98%
$69.81 - $78.9 $25.3K - $28.6K
5.7K $445K
IDXX
Idexx Laboratories Inc

Healthcare
-104
- 1.03%
$406.29 - $469.04 $42.3K - $48.8K
9.99K $4.2M
NFLX
Netflix Inc

Communication Services
-4
- 0.61%
$828.4 - $1058.6 $3.31K - $4.23K
652 $608K
FTNT
Fortinet, Inc.

Technology
-369
- 0.86%
$92.49 - $114.57 $34.1K - $42.3K
42.4K $4.08M
V
Visa Inc.

Financial Services
-19
- 1.02%
$306.92 - $362.71 $5.83K - $6.89K
1.84K $645K
LNG
Cheniere Energy, Inc.

Energy
-571
- 2.75%
$209.32 - $253.66 $120K - $145K
20.2K $4.67M
CAH
Cardinal Health Inc

Healthcare
-269
- 1.36%
$118.02 - $137.77 $31.7K - $37.1K
19.5K $2.69M
CTAS
Cintas Corp

Industrials
-23
- 0.11%
$182.09 - $208.14 $4.19K - $4.79K
21.5K $4.41M
MCK
Mckesson Corp

Healthcare
-515
- 6.12%
$566.21 - $672.99 $292K - $347K
7.91K $5.32M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-723
- 1.25%
$111.19 - $128.1 $80.4K - $92.6K
57K $7.3M
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
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