Insight Wealth Strategies, LLC Incresed Positions in Q2 2025

Insight Wealth Strategies, LLC

  • $740 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
HYD
Vaneck High Yield Muni ETF

ETFs
1.48K
+ 1.91%
$49.08 - $51.35 $72.6K - $75.9K
78.9K $3.96M
V
Visa Inc.

Financial Services
5
+ 0.27%
$308.27 - $373.31 $1.54K - $1.87K
1.85K $655K
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
Ishares Tr
3.8K
+ 58.45%
N/A
10.3K $0
Lam Research Corp
1.78K
+ 1.68%
N/A
108K $0
Series Portfolios Tr
201
+ 2.11%
N/A
9.72K $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
FMHI
First Tr ETF Iii Municipal Hig

ETFs
20
+ 0.46%
$45.9 - $48.26 $918 - $965
4.41K $205K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
252
+ 0.65%
$5.62 - $6.14 $1.42K - $1.55K
39.1K $224K
FMB
First Tr Exchange Traded Fd Ii

ETFs
6
+ 0.02%
$49.12 - $50.93 $295 - $306
24.5K $1.22M
MSI
Motorola Solutions, Inc.

Technology
367
+ 3.6%
$394.72 - $440.39 $145K - $162K
10.6K $4.45M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
195
+ 0.26%
$48.13 - $49.85 $9.39K - $9.72K
73.8K $3.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
+ 2.36%
$483.48 - $539.8 $12.6K - $14K
1.13K $548K
PEP
Pepsico Inc

Consumer Defensive
12
+ 0.63%
$128.02 - $151.37 $1.54K - $1.82K
1.92K $252K
SHW
Sherwin Williams CO

Basic Materials
114
+ 0.9%
$313.51 - $363.51 $35.7K - $41.4K
12.7K $4.37M
TRGP
Targa Resources Corp.

Energy
15
+ 0.61%
$157.32 - $205.72 $2.36K - $3.09K
2.48K $431K
ACGL
Arch Capital Group Ltd.

Financial Services
56
+ 0.12%
$84.99 - $96.82 $4.76K - $5.42K
46.7K $4.25M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.82K
+ 0.94%
$83.97 - $92.85 $236K - $261K
304K $26.8M
AAPL
Apple Inc.

Technology
936
+ 2.53%
$172.42 - $223.89 $161K - $210K
37.9K $7.79M
CVX
Chevron Corp

Energy
11.1K
+ 5.37%
$133.73 - $168.51 $1.48M - $1.87M
218K $31.1M
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
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