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CIK: 0001749914
Total reported value
$1.0B
$1.0B
171 檔
13.8%
As reported in its official Q2 2025 Form 13F filing, Insight Wealth Strategies, LLC's tracked investment portfolio stood at $1.0B with 171 total positions.
In Q2 2025, Insight Wealth Strategies, LLC displayed an active expansion posture, initiating 10 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | Stock-Energy | 4.00% | -1.28% | +5.37% | |
| 2 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.64% | +0.04% | +0.86% | |
| 3 | PFF | Ishares Preferred & Income S | ETF-Other | 3.43% | -0.30% | +11.40% | |
| 4 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.41% | -2.86% | -7.68% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.38% | +2.37% | +0.94% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.30% | -1.39% | +0.97% | |
| 7 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 3.09% | +0.92% | -0.13% | |
| 8 | LVHI | Franklin International Low V | ETF-Other | 2.97% | -0.15% | -0.01% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.95% | +0.15% | +0.91% | |
| 10 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 2.81% | -2.75% | EXIT | |
| 11 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.76% | — | +90.36% | |
| 12 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 2.75% | — | +99.88% | |
| 13 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 2.71% | +1.19% | — | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-Other | 2.33% | — | +0.71% | |
| 15 | HEZU | Ishares Currency Hedged Msci | ETF-Other | 1.75% | -1.10% | -1.01% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.66% | -0.03% | -0.55% | |
| 17 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.54% | — | +21.82% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.53% | -0.01% | -1.32% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.48% | — | +5.00% | |
| 20 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.46% | +0.02% | +1.71% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.45% | — | — | |
| 22 | LRCX | Lam Research CORP | Stock-Tech | 1.32% | +0.67% | +1.68% | |
| 23 | BKGI | Bny Mellon Glbl Infra Inc | ETF-Other | 1.17% | -1.18% | — | |
| 24 | SAMT | Strategas Macro Them Opps | ETF-Other | 1.04% | +0.06% | +1910.45% | |
| 25 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.01% | +0.03% | +30.12% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.00% | +0.07% | +2.53% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.02% | +24.26% | |
| 28 | AXP | American Express Co | Stock-Financials | 0.94% | -0.74% | -0.16% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.92% | +0.23% | — | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.88% | -2.60% | -2.70% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | +0.05% | -0.45% | |
| 32 | IGOV | Ishares International Treasu | ETF-Other | 0.73% | — | — | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | -0.03% | -16.11% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.69% | +0.29% | +4.55% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.05% | +1.32% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | +0.15% | +2.40% | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.66% | -0.39% | -5.51% | |
| 38 | MCO | Moody's CORP | Stock-Financials | 0.63% | -0.66% | EXIT | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.01% | +11.80% | |
| 40 | CTVA | Corteva Inc | Stock-Materials | 0.61% | — | — | |
| 41 | CDW | Cdw Corp/de | Stock-Tech | 0.60% | +0.03% | +27.15% | |
| 42 | SYY | Sysco CORP | Stock-Consumer Staples | 0.60% | — | +0.83% | |
| 43 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.59% | -0.43% | EXIT | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.59% | — | -5.76% | |
| 45 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.59% | -0.05% | +1290.50% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | +0.15% | +7.53% | |
| 47 | GWW | Ww Grainger Inc | Stock-Industrials | 0.58% | +0.06% | +0.46% | |
| 48 | RGA | Reinsurance Group Of America | Stock-Financials | 0.58% | — | +1.21% | |
| 49 | JEF | Jefferies Financial Group In | Stock-Financials | 0.58% | — | +36.74% | |
| 50 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.57% | — | +0.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TFLR | T Rowe Price Floating Rt ETF | +2.7% | NEW | New buy |
| 2 | XLC | Ss Comm Select Sector Spdr | +1.5% | NEW | New buy |
| 3 | ICVT | Ishares Convertible Bond ETF | +1.3% | +90.36% | Add |
| 4 | HYDB | Ishares High Yield Systemati | +1.3% | +99.88% | Add |
| 5 | BKGI | Bny Mellon Glbl Infra Inc | +1.2% | NEW | New buy |
| 6 | SAMT | Strategas Macro Them Opps | +1% | +1910.45% | Add |
| 7 | XLK | Ss Technology Select Sector | +0.9% | NEW | New buy |
| 8 | IGOV | Ishares International Treasu | +0.7% | NEW | New buy |
| 9 | CTVA | Corteva Inc | +0.6% | NEW | New buy |
| 10 | LDOS | Leidos Holdings Inc | +0.6% | +1290.50% | Add |
| 11 | STX | Seagate Technology Holdings plc | +0.5% | +30.12% | Add |
| 12 | DT | Dynatrace Inc | +0.5% | NEW | New buy |
| 13 | VRSK | Verisk Analytics Inc | +0.5% | NEW | New buy |
| 14 | GDDY | Godaddy Inc - Class A | +0.5% | NEW | New buy |
| 15 | FDN | First Trust Dj Internet Ind | +0.4% | +21.82% | Add |
| 16 | MSFT | Microsoft CORP | +0.3% | +24.26% | Add |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | +0.3% | -0.13% | Trim |
| 18 | INTU | Intuit Inc | +0.3% | NEW | New buy |
| 19 | LRCX | Lam Research CORP | +0.3% | +1.68% | Add |
| 20 | PAYO | Payoneer Global Inc | +0.2% | +70.44% | Add |
| 21 | PLTR | Palantir Technologies Inc-a | +0.2% | -5.51% | Trim |
| 22 | NVDA | Nvidia CORP | +0.2% | +2.40% | Add |
| 23 | FIX | Comfort Systems USA Inc | +0.2% | +1.10% | Add |
| 24 | ORCL | Oracle CORP | +0.2% | +1.02% | Add |
| 25 | KLAC | Kla CORP | +0.2% | +4.55% | Add |
| 26 | CDW | Cdw Corp/de | +0.2% | +27.15% | Add |
| 27 | PFF | Ishares Preferred & Income S | +0.2% | +11.40% | Add |
| 28 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +0.91% | Add |
| 29 | META | Meta Platforms Inc-class A | +0.2% | +11.80% | Add |
| 30 | AVGO | Broadcom Inc | +0.1% | -16.11% | Trim |
| 31 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +1.71% | Add |
| 32 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +0.97% | Add |
| 33 | NOG | Northern Oil And Gas Inc | -0.2% | EXIT | Sold out |
| 34 | LIN | Linde plc | -0.3% | EXIT | Sold out |
| 35 | TXN | Texas Instruments Inc | -0.3% | -88.45% | Trim |
| 36 | CAT | Caterpillar Inc | -0.3% | EXIT | Sold out |
| 37 | UNH | Unitedhealth Group Inc | -0.5% | EXIT | Sold out |
| 38 | LW | Lamb Weston Holdings Inc | -0.5% | EXIT | Sold out |
| 39 | HUBB | Hubbell Inc | -0.5% | -95.49% | Trim |
| 40 | HSY | Hershey Co/the | -0.6% | EXIT | Sold out |
| 41 | BRO | Brown & Brown Inc | -0.6% | -94.37% | Trim |
| 42 | AMGN | Amgen Inc | -0.6% | EXIT | Sold out |
| 43 | CVX | Chevron CORP | -0.7% | +5.37% | Add |
| 44 | GLTR | Abrdn Precious Metals Basket | -1% | -95.51% | Trim |
| 45 | XLY | Ss Consumer Disc Select Sect | -1.1% | -97.73% | Trim |
| 46 | XLF | Ss Financial Select Sector | -1.2% | -94.99% | Trim |
| 47 | XOP | Ss Spdr S&p Og Exp & Prod | -1.4% | -97.83% | Trim |
| 48 | TIP | Ishares Tips Bond ETF | -1.5% | EXIT | Sold out |
| 49 | JAAA | Janus Henderson Aaa Clo ETF | -2.4% | -96.80% | Trim |
| 50 | IEF | Ishares 7-10 Year Treasury B | -3% | -87.38% | Trim |
According to official SEC Form 13F filings, Insight Wealth Strategies, LLC reported a total U.S. public equity portfolio value of $1.0B across 171 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CVX, VCLT, PFF) accounted for 13.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
TFLR
市值: $21.4M
Top Position Liquidated / Trimmed
TIP
前期市值: $11.1M
During Q2 2025, Insight Wealth Strategies, LLC's top holdings by market value included CVX (4.0%)、VCLT (3.6%)、PFF (3.4%). The largest single position, CVX, represented 4.0% of total portfolio value.
In Q2 2025, Insight Wealth Strategies, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 20 positions, trimming 12 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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