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CIK: 0001749914
Total reported value
$1.0B
$1.0B
171 檔
14.7%
In Q4 2025, Insight Wealth Strategies, LLC's U.S. equity holdings reached a combined market value of $1.0B, distributed across 171 disclosed stock positions.
Insight Wealth Strategies, LLC executed strategic sector rebalancing during Q4 2025, establishing 12 new positions while fully exiting 10 holdings and trimming 13 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | Stock-Energy | 3.84% | -1.28% | +0.48% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.50% | -2.60% | +349.66% | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.47% | +0.04% | +1.98% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.21% | +2.37% | +2.16% | |
| 5 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.20% | -2.86% | +1.91% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.15% | +0.15% | +1.77% | |
| 7 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 3.06% | +0.92% | +1.74% | |
| 8 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 2.85% | +1.19% | +5.75% | |
| 9 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 2.76% | -2.75% | EXIT | |
| 10 | LVHI | Franklin International Low V | ETF-Other | 2.51% | -0.15% | +1.56% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.17% | -1.39% | -0.09% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-Other | 2.04% | -0.30% | -36.18% | |
| 13 | IDMO | Invesco S&p International De | ETF-Other | 2.04% | -0.01% | +4.01% | |
| 14 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 1.89% | -0.91% | — | |
| 15 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.84% | -2.29% | EXIT | |
| 16 | LRCX | Lam Research CORP | Stock-Tech | 1.67% | +0.67% | -14.24% | |
| 17 | CDX | Simplify High Yield ETF | ETF-High Yield | 1.65% | -0.06% | +25.71% | |
| 18 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 1.61% | -1.57% | EXIT | |
| 19 | XLV | Ss Health Care Select Sector | ETF-Other | 1.49% | -1.40% | EXIT | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.49% | -0.01% | +0.90% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.47% | — | +2.22% | |
| 22 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.46% | — | -0.51% | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.45% | +0.02% | +1.52% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.42% | +0.07% | -2.06% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.40% | -0.03% | +0.61% | |
| 26 | BKGI | Bny Mellon Glbl Infra Inc | ETF-Other | 1.22% | -1.18% | +5.44% | |
| 27 | SAMT | Strategas Macro Them Opps | ETF-Other | 1.09% | +0.06% | +1.25% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.99% | +0.23% | +104.23% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.95% | -0.74% | -2.97% | |
| 30 | HEZU | Ishares Currency Hedged Msci | ETF-Other | 0.91% | -1.10% | +0.52% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.02% | +2.33% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.89% | +0.22% | +4.10% | |
| 33 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.80% | +0.03% | -3.72% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.78% | +0.29% | -1.97% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.05% | -31.89% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.05% | -2.97% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | -0.02% | +5.04% | |
| 38 | CENX | Century Aluminum Company | Stock-Materials | 0.69% | -0.36% | — | |
| 39 | COR | Cencora Inc | Stock-Healthcare | 0.68% | +0.06% | +1.02% | |
| 40 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.66% | -0.06% | +3.00% | |
| 41 | CEG | Constellation Energy | Stock-Utilities | 0.64% | -0.04% | +3.31% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.15% | -9.20% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | -0.03% | +3.72% | |
| 44 | MCO | Moody's CORP | Stock-Financials | 0.61% | -0.66% | EXIT | |
| 45 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.60% | — | -27.81% | |
| 46 | BIIB | Biogen Inc | Stock-Healthcare | 0.58% | +0.10% | — | |
| 47 | GWW | Ww Grainger Inc | Stock-Industrials | 0.58% | +0.06% | +1.35% | |
| 48 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.58% | +0.20% | +5.52% | |
| 49 | CNC | Centene CORP | Stock-Healthcare | 0.57% | +0.21% | — | |
| 50 | BKR | Baker Hughes Co | Stock-Energy | 0.57% | -0.12% | +3.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +2.7% | +349.66% | Add |
| 2 | CDX | Simplify High Yield ETF | +0.3% | +25.71% | Add |
| 3 | REGN | Regeneron Pharmaceuticals | +0.2% | +3.00% | Add |
| 4 | MRK | Merck & Co. Inc. | +0.2% | +5.04% | Add |
| 5 | ACN | Accenture plc | +0.1% | +25.12% | Add |
| 6 | VRSK | Verisk Analytics Inc | +0.1% | +49.19% | Add |
| 7 | GSIE | Goldman Sachs Activebeta Int | +0.1% | +1.91% | Add |
| 8 | LVHI | Franklin International Low V | +0.1% | +1.56% | Add |
| 9 | XLV | Ss Health Care Select Sector | +0.1% | -0.28% | Trim |
| 10 | LRCX | Lam Research CORP | +0.1% | -14.24% | Trim |
| 11 | IDMO | Invesco S&p International De | +0.1% | +4.01% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +2.39% | Add |
| 13 | TFLR | T Rowe Price Floating Rt ETF | +0.1% | +5.75% | Add |
| 14 | FTNT | Fortinet Inc | +0.1% | +30.44% | Add |
| 15 | CAH | Cardinal Health Inc | +0.1% | +0.10% | Add |
| 16 | BKGI | Bny Mellon Glbl Infra Inc | +0.1% | +5.44% | Add |
| 17 | STX | Seagate Technology Holdings plc | +0.1% | -3.72% | Trim |
| 18 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +1.77% | Add |
| 19 | LDOS | Leidos Holdings Inc | -0.1% | -7.78% | Trim |
| 20 | IDXX | Idexx Laboratories Inc | -0.1% | -21.30% | Trim |
| 21 | GOOGL | Alphabet Inc-cl A | -0.1% | -31.89% | Trim |
| 22 | BLBD | Blue Bird CORP | -0.2% | -12.63% | Trim |
| 23 | FIX | Comfort Systems USA Inc | -0.2% | -27.81% | Trim |
| 24 | PLTR | Palantir Technologies Inc-a | -0.2% | -23.96% | Trim |
| 25 | PAYO | Payoneer Global Inc | -0.4% | -96.94% | Trim |
| 26 | LNG | Cheniere Energy Inc | -0.5% | -93.80% | Trim |
| 27 | META | Meta Platforms Inc-class A | -0.5% | -81.29% | Trim |
| 28 | PFF | Ishares Preferred & Income S | -1.3% | -36.18% | Trim |
| 29 | HYDB | Ishares High Yield Systemati | — | EXIT | Sold out |
| 30 | DFIP | Dimensional Inflation-protec | — | EXIT | Sold out |
| 31 | EMLC | Vaneck JPM Em Local Curr Bnd | — | NEW | New buy |
| 32 | JMBS | Janus Henderson Mortg Backed | — | NEW | New buy |
| 33 | TUA | Sim St Treas Fut Strat ETF | — | NEW | New buy |
| 34 | BKLN | Invesco Senior Loan ETF | — | EXIT | Sold out |
| 35 | CENX | Century Aluminum Company | — | NEW | New buy |
| 36 | IGOV | Ishares International Treasu | — | EXIT | Sold out |
| 37 | JEF | Jefferies Financial Group In | — | EXIT | Sold out |
| 38 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 39 | BIIB | Biogen Inc | — | NEW | New buy |
| 40 | CNC | Centene CORP | — | NEW | New buy |
| 41 | LQDA | Liquidia CORP | — | NEW | New buy |
| 42 | DOCN | Digitalocean Holdings Inc | — | NEW | New buy |
| 43 | VISN | Vistance Networks Inc | — | NEW | New buy |
| 44 | PCAR | Paccar Inc | — | EXIT | Sold out |
| 45 | DT | Dynatrace Inc | — | EXIT | Sold out |
| 46 | XPRO | Expro Group Holdings N.V. | — | NEW | New buy |
| 47 | ASTH | Astrana Health Inc | — | NEW | New buy |
| 48 | GDDY | Godaddy Inc - Class A | — | EXIT | Sold out |
| 49 | KR | Kroger Co | — | NEW | New buy |
| 50 | SM | Sm Energy Co | — | EXIT | Sold out |
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 Q4 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, LQD, VCLT) accounted for 14.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
EMLC
市值: $16.5M
Top Position Liquidated / Trimmed
HYDB
前期市值: $23.1M
During Q4 2025, Insight Wealth Strategies, LLC's top holdings by market value included CVX (3.8%)、LQD (3.5%)、VCLT (3.5%). The largest single position, CVX, represented 3.8% of total portfolio value.
In Q4 2025, Insight Wealth Strategies, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 15 positions, trimming 13 holdings, and fully liquidating 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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