Insight Wealth Strategies, LLC Portfolio Holdings

Insight Wealth Strategies, LLC

  • $725 Million
  • Q1 2025

Insight Wealth Strategies, LLC has filed its 13F form on April 03, 2025 for Q1 2025 where it was disclosed a total value porftolio of $725 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Chevron Corp with a value of $34.5M, Vanguard Lg Trm Corp Bd ETF with a value of $28.5M, Ishares Barclays 20+ Year Trea with a value of $27.1M, Ishares Barclays with a value of $24.9M, and Ishares Trust Ishares Pfd And with a value of $24.5M.

Examining the 13F form we can see an decrease of $15.3M in the current position value, from $740M to 725M.

Insight Wealth Strategies, LLC is based out at San Ramon, CA

Below you can find more details about Insight Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $725 Million
ETFs: $466 Million
Technology: $63.5 Million
Energy: $45.7 Million
Financial Services: $42.1 Million
Industrials: $36.8 Million
Healthcare: $24.1 Million
Consumer Defensive: $14.7 Million
Consumer Cyclical: $13.8 Million
Other: $18 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$130M
$109,000 0.02% of portfolio
10,000
Q4 2024 New
$0
$144,000 0.02% of portfolio
12,937
Q1 2025 Added 1.28%
Series Portfolios Tr
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.91%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q1 2025 New
Ishares Tr
-
$0 0.0% of portfolio
-
Q1 2025 New
Linde PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.35%
Trust For Professional Manag
-
$0 0.0% of portfolio
-
Q4 2024 New
Pgim ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 Added 142.16%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $725 Million
  • Prior Value $740 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 03, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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