Insight Wealth Strategies, LLC Reduced Holdings in Q4 2025

Insight Wealth Strategies, LLC

  • $790 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
-326K
- 36.18%
$30.84 - $31.79 $10.1M - $10.4M
575K $17.8M
META
Meta Platforms, Inc.

Communication Services
-5.81K
- 81.29%
$609.01 - $751.67 $3.54M - $4.37M
1.34K $814K
LNG
Cheniere Energy, Inc.

Energy
-17.9K
- 93.8%
$205.63 - $235.74 $3.68M - $4.22M
1.18K $254K
PAYO
Payoneer Global Inc.

Technology
-614K
- 96.94%
$5.27 - $6.2 $3.24M - $3.81M
19.3K $107K
PLTR
Palantir Technologies Inc.

Technology
-8.53K
- 23.96%
$172.14 - $207.18 $1.47M - $1.77M
27.1K $4.71M
GOOGL
Alphabet Inc.

Communication Services
-9.76K
- 31.89%
$236.57 - $291.31 $2.31M - $2.84M
20.9K $5.76M
FIX
Comfort Systems Usa Inc

Industrials
-2.17K
- 27.81%
$790.72 - $1010.64 $1.71M - $2.19M
5.62K $5.11M
BLBD
Blue Bird Corp

Consumer Cyclical
-9.55K
- 12.63%
$49.98 - $57.16 $477K - $546K
66K $3.36M
IDXX
Idexx Laboratories Inc

Healthcare
-1.82K
- 21.3%
$616.15 - $722.94 $1.12M - $1.32M
6.72K $4.64M
HYD
Vaneck High Yield Muni ETF

ETFs
-11.6K
- 14.73%
$50.62 - $51.21 $589K - $596K
67.4K $3.42M
WFRD
Weatherford International PLC

Energy
-11.1K
- 15.28%
$61.45 - $76.22 $684K - $848K
61.7K $4.45M
CTAS
Cintas Corp

Industrials
-307
- 1.56%
$182.04 - $203.64 $55.9K - $62.5K
19.4K $3.62M
LDOS
Leidos Holdings, Inc.

Technology
-2.29K
- 7.78%
$184.41 - $199.55 $423K - $457K
27.2K $5.2M
AVUV
American Centy ETF Tr Avantis

ETFs
-643
- 0.51%
$95.19 - $100.66 $61.2K - $64.7K
125K $12.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-4.81K
- 41.32%
$50.55 - $50.74 $243K - $244K
6.84K $346K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.73K
- 6.1%
$96.34 - $98.02 $166K - $169K
26.6K $2.57M
EMB
Ishares Tr

ETFs
-2.05K
- 6.9%
$94.63 - $97.03 $194K - $199K
27.7K $2.66M
XLF
Financial Sector Spdr

ETFs
-2.82K
- 39.92%
$51.76 - $53.77 $146K - $152K
4.24K $222K
FDN
First Tr Fd Dow Jones

ETFs
-377
- 26.72%
$269.33 - $285.7 $102K - $108K
1.03K $278K
NEAR
Blackrock Short Maturity Bond

ETFs
-2.19K
- 29.83%
$51.08 - $51.37 $112K - $112K
5.15K $263K
IEF
Ishares Barclays

ETFs
-1.15K
- 3.49%
$96.12 - $97.72 $110K - $112K
31.7K $3.05M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-535
- 8.96%
$114.27 - $121.15 $61.1K - $64.8K
5.44K $635K
SPYG
Spdr Portfolio

ETFs
-703
- 19.55%
$102.4 - $109.39 $72K - $76.9K
2.89K $303K
IVW
Ishares S&P 500 Growth ETF

ETFs
-532
- 11.37%
$118.29 - $126.28 $62.9K - $67.2K
4.15K $501K
DVY
Ishares Tr

ETFs
-288
- 8.42%
$138.1 - $143.11 $39.8K - $41.2K
3.13K $440K
GLD
Spdr Gold Trust

ETFs
-129
- 14.45%
$354.79 - $403.15 $45.8K - $52K
764 $287K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-84
- 0.09%
$191.01 - $199.18 $16K - $16.7K
95.2K $18.5M
AXP
American Express CO

Financial Services
-683
- 2.97%
$316.26 - $372.77 $216K - $255K
22.3K $7.62M
QCOM
Qualcomm Inc

Technology
-135
- 0.47%
$153.59 - $187.68 $20.7K - $25.3K
28.5K $4.75M
MLI
Mueller Industries Inc

Industrials
-208
- 7.64%
$96.96 - $109.12 $20.2K - $22.7K
2.51K $268K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-407
- 0.56%
$49.98 - $50.59 $20.3K - $20.6K
71.8K $3.61M
VEA
Vanguard Ftse Developed Market

ETFs
-216
- 4.53%
$59.18 - $62.09 $12.8K - $13.4K
4.55K $278K
TJX
Tjx Companies Inc

Consumer Cyclical
-107
- 1.86%
$138.56 - $147.63 $14.8K - $15.8K
5.64K $823K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
-640
- 1.63%
$5.92 - $6.17 $3.79K - $3.95K
38.7K $232K
USXF
Ishares Esg Advanced Msci Usa

Technology
-9
- 0.24%
$56.25 - $59.38 $506 - $534
3.67K $208K
VIG
Vanguard Dividend Appreciation

ETFs
-1
- 0.04%
N/A
2.44K $444K
Pgim ETF Tr
-297
- 1.56%
N/A
18.8K $0
DSI
Ishares Msci Kld 400 Social Et

ETFs
-11
- 0.56%
$123.63 - $130.75 $1.36K - $1.44K
1.95K $247K
Lam Research Corp
-14.2K
- 14.24%
N/A
85.2K $0
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-27
- 0.53%
$71.13 - $74.96 $1.92K - $2.02K
5.09K $372K
DGRO
Ishares Core Dividend Growth E

ETFs
-11
- 0.09%
$66.93 - $69.17 $736 - $761
11.9K $817K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-67
- 7.4%
$294.24 - $339.75 $19.7K - $22.8K
839 $262K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-20
- 0.57%
$165.48 - $188.67 $3.31K - $3.77K
3.5K $618K
MCK
Mckesson Corp

Healthcare
-424
- 6.87%
$738.06 - $859.37 $313K - $364K
5.75K $4.84M
KLAC
Kla Corp

Technology
-112
- 1.97%
$982.75 - $1235.28 $110K - $138K
5.57K $6.31M
AMZN
Amazon Com Inc

Consumer Cyclical
-856
- 2.97%
$213.04 - $254.0 $182K - $217K
28K $6.56M
STX
Seagate Technology Holdings PLC

Technology
-980
- 3.72%
$211.63 - $293.99 $207K - $288K
25.4K $6.55M
AAPL
Apple Inc.

Technology
-961
- 2.06%
$245.27 - $275.25 $236K - $265K
45.6K $12.2M
AMD
Advanced Micro Devices Inc

Technology
-3.05K
- 14.06%
$164.01 - $264.33 $500K - $806K
18.6K $4.48M
Activity Summary
Buys All Purchases 118 New Holdings 15 Increased Positions 103 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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