Insight Wealth Strategies, LLC Purchases in Q2 2025

Insight Wealth Strategies, LLC

  • $740 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
932
New
$179.95 - $278.88 $168K - $260K
932 $259K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
5.17K
New
$38.78 - $49.2 $200K - $254K
5.17K $251K
GWW
W.W. Grainger, Inc.

Industrials
20
+ 0.46%
$919.93 - $1101.66 $18.4K - $22K
4.39K $4.57M
SM
Sm Energy CO

Energy
25.3K
+ 30.78%
$20.39 - $30.52 $515K - $771K
107K $2.65M
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
7.56K
New
$27.11 - $31.9 $205K - $241K
7.56K $237K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.89K
New
$22.27 - $29.21 $176K - $230K
7.89K $230K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6
+ 0.1%
$180.84 - $240.32 $1.09K - $1.44K
5.79K $1.39M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
9.48K
+ 48.12%
$24.14 - $25.43 $229K - $241K
29.2K $723K
CSCO
Cisco Systems, Inc.

Technology
3.12K
New
$53.19 - $69.38 $166K - $217K
3.12K $216K
HON
Honeywell International Inc

Industrials
50
+ 0.54%
$182.86 - $232.88 $9.14K - $11.6K
9.37K $2.18M
FIS
Fidelity National Information Services, Inc.

Technology
59
+ 0.2%
$68.14 - $82.13 $4.02K - $4.85K
29.8K $2.43M
IESC
Ies Holdings, Inc.

Industrials
66
+ 4.93%
$160.58 - $296.23 $10.6K - $19.6K
1.4K $415K
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.94K
+ 65.69%
$35.9 - $43.76 $141K - $172K
9.94K $429K
IBKR
Interactive Brokers Group, Inc.

Financial Services
31.8K
+ 219.59%
$50.53 - $212.53 $1.61M - $6.76M
46.3K $2.56M
IVV
Ishares Core S&P 500 ETF

ETFs
72
+ 4.17%
$498.8 - $620.9 $35.9K - $44.7K
1.8K $1.12M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5
+ 0.09%
$113.67 - $150.4 $568 - $752
5.74K $862K
PSMD
Pacer Fds Tr Swan Sos Moderate

ETFs
3.15K
+ 41.13%
$26.71 - $30.43 $84.2K - $95.9K
10.8K $329K
RGA
Reinsurance Group Of America Inc

Financial Services
275
+ 1.21%
$168.32 - $209.71 $46.3K - $57.7K
23K $4.56M
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.1%
$82.96 - $110.1 $415 - $551
4.84K $532K
SYY
Sysco Corp

Consumer Defensive
506
+ 0.83%
$68.0 - $75.91 $34.4K - $38.4K
61.2K $4.64M
GE
General Electric CO

Industrials
16
+ 1.46%
$166.81 - $257.39 $2.67K - $4.12K
1.11K $285K
SPYG
Spdr Portfolio

ETFs
5
+ 0.14%
$71.83 - $95.32 $359 - $477
3.59K $342K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6
+ 0.08%
$75.29 - $91.16 $452 - $547
7.62K $686K
BAC
Bank Of America Corp

Financial Services
112
+ 1.43%
$34.39 - $47.46 $3.85K - $5.32K
7.95K $376K
SQ
Block, Inc.

Technology
765
+ 1.17%
N/A
66.2K $3.79M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
110
+ 2.14%
$53.69 - $67.27 $5.91K - $7.4K
5.25K $353K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
42
+ 0.74%
$73.0 - $85.5 $3.07K - $3.59K
5.74K $482K
DSI
Ishares Msci Kld 400 Social Et

ETFs
25
+ 1.25%
$91.62 - $116.16 $2.29K - $2.9K
2.02K $234K
IWM
Ishares Russell 2000 ETF

ETFs
8
+ 0.52%
$174.82 - $215.79 $1.4K - $1.73K
1.54K $331K
IEFA
Ishares Tr

ETFs
11
+ 0.35%
$67.83 - $84.09 $746 - $925
3.19K $265K
FTHI
First Trust Exchange Traded Fd

ETFs
151
+ 1.14%
$19.66 - $22.85 $2.97K - $3.45K
13.4K $307K
HNDL
Strategy Shs

ETFs
285
+ 1.69%
$19.2 - $21.66 $5.47K - $6.17K
17.2K $371K
KO
Coca Cola CO

Consumer Defensive
243
+ 8.4%
$68.37 - $73.9 $16.6K - $18K
3.14K $221K
TJX
Tjx Companies Inc

Consumer Cyclical
26
+ 0.43%
$119.13 - $135.03 $3.1K - $3.51K
6.11K $754K
UNP
Union Pacific Corp

Industrials
314
+ 3.14%
$208.27 - $238.46 $65.4K - $74.9K
10.3K $2.37M
V
Visa Inc.

Financial Services
5
+ 0.27%
$308.27 - $373.31 $1.54K - $1.87K
1.85K $655K
HYD
Vaneck High Yield Muni ETF

ETFs
1.48K
+ 1.91%
$49.08 - $51.35 $72.6K - $75.9K
78.9K $3.96M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.09%
$166.82 - $194.23 $167 - $194
1.12K $217K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
18
+ 0.1%
$44.68 - $45.96 $804 - $827
17.3K $789K
DVY
Ishares Tr

ETFs
28
+ 0.83%
$118.37 - $134.86 $3.31K - $3.78K
3.4K $450K
HYMU
Blackrock ETF Tr Ii High Yield
134
+ 1.2%
N/A
11.3K $258K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
349
+ 2.7%
$10.29 - $11.24 $3.59K - $3.92K
13.3K $145K
TFLR
T Rowe Price Exchange Traded F
416K
New
N/A
416K $0
Bny Mellon ETF Trust
238K
New
N/A
238K $0
Series Portfolios Tr
201
+ 2.11%
N/A
9.72K $0
Ishares Tr
3.8K
+ 58.45%
N/A
10.3K $0
Lam Research Corp
1.78K
+ 1.68%
N/A
108K $0
VMO
Invesco Municipal Opportunity Trust

Financial Services
532
+ 2.06%
$9.0 - $9.58 $4.79K - $5.1K
26.4K $242K
LOW
Lowes Companies Inc

Consumer Cyclical
35
+ 3.75%
$210.83 - $235.28 $7.38K - $8.23K
968 $214K
Activity Summary
Buys All Purchases 113 New Holdings 22 Increased Positions 91 Sells All Sells 54 Reductions 54 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