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
XLC
Select Sector Spdr Tr Communic

ETFs
107K
New
$86.13 - $108.53 $9.18M - $11.6M
107K $11.6M
ICVT
Ishares Tr Convertible Bond Et

ETFs
116K
+ 90.36%
$78.98 - $90.1 $9.19M - $10.5M
245K $22.1M
HYDB
Ishares Tr Edge High Yield Def

ETFs
231K
+ 99.88%
$44.64 - $47.48 $10.3M - $11M
462K $21.9M
SAMT
Advisors Inn.Circle Fd Iii Str
231K
+ 1910.45%
$27.04 - $34.43 $6.25M - $7.96M
243K $8.37M
XLK
Technology Sector Spdr

ETFs
28.9K
New
$179.73 - $253.23 $5.2M - $7.33M
28.9K $7.33M
IGOV
Ishares 1 3 International Trea

ETFs
134K
New
$39.53 - $43.1 $5.31M - $5.79M
134K $5.79M
CTVA
Corteva, Inc.

Basic Materials
64K
New
$55.52 - $74.53 $3.56M - $4.77M
64K $4.77M
STX
Seagate Technology Holdings PLC

Technology
12.8K
+ 30.12%
$66.54 - $144.33 $849K - $1.84M
55.1K $7.96M
LDOS
Leidos Holdings, Inc.

Technology
26.9K
+ 1290.5%
$132.9 - $160.3 $3.58M - $4.31M
29K $4.57M
DT
Dynatrace, Inc.

Technology
77K
New
$41.21 - $55.9 $3.17M - $4.3M
77K $4.25M
VRSK
Verisk Analytics, Inc.

Industrials
12.3K
New
$277.03 - $321.33 $3.42M - $3.96M
12.3K $3.84M
GDDY
Go Daddy Inc.

Technology
21.2K
New
$162.11 - $192.36 $3.43M - $4.07M
21.2K $3.81M
MSFT
Microsoft Corp

Technology
3.07K
+ 24.26%
$354.56 - $497.45 $1.09M - $1.53M
15.7K $7.82M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.9K
+ 0.91%
$43.53 - $54.46 $170K - $212K
430K $23.4M
PFF
Ishares Trust Ishares Pfd And

ETFs
90.5K
+ 11.4%
$29.0 - $30.68 $2.63M - $2.78M
884K $27.1M
INTU
Intuit Inc

Technology
3.29K
New
$544.07 - $787.63 $1.79M - $2.59M
3.29K $2.59M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.37K
+ 0.97%
$152.42 - $182.82 $209K - $250K
142K $26M
NVDA
Nvidia Corp

Technology
811
+ 2.4%
$94.31 - $157.99 $76.5K - $128K
34.5K $5.46M
FIX
Comfort Systems Usa Inc

Industrials
86
+ 1.1%
$296.51 - $536.21 $25.5K - $46.1K
7.92K $4.25M
PAYO
Payoneer Global Inc.

Technology
260K
+ 70.44%
$5.9 - $7.55 $1.53M - $1.96M
628K $4.3M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.5K
+ 1.71%
$101.93 - $128.63 $153K - $193K
89.5K $11.5M
META
Meta Platforms, Inc.

Communication Services
729
+ 11.8%
$484.66 - $738.09 $353K - $538K
6.91K $5.1M
ORCL
Oracle Corp

Technology
192
+ 1.02%
$122.82 - $218.63 $23.6K - $42K
19K $4.16M
KLAC
Kla Corp

Technology
265
+ 4.55%
$576.53 - $902.94 $153K - $239K
6.09K $5.45M
CDW
Cdw Corp

Technology
5.59K
+ 27.15%
$144.49 - $190.68 $807K - $1.07M
26.2K $4.67M
JEF
Jefferies Financial Group Inc.

Financial Services
22.1K
+ 36.74%
$41.06 - $56.09 $907K - $1.24M
82.2K $4.5M
BAH
Booz Allen Hamilton Holding Corp

Industrials
10.3K
+ 36.34%
$99.97 - $129.69 $1.03M - $1.34M
38.8K $4.04M
AVUV
American Centy ETF Tr Avantis

ETFs
5.99K
+ 5.0%
$75.17 - $91.21 $450K - $546K
126K $11.4M
ICE
Intercontinental Exchange, Inc.

Financial Services
4.19K
+ 28.81%
$151.62 - $183.47 $635K - $768K
18.7K $3.43M
ACN
Accenture PLC

Technology
3.02K
+ 27.63%
$279.23 - $323.21 $842K - $975K
13.9K $4.16M
GOOGL
Alphabet Inc.

Communication Services
401
+ 1.32%
$144.7 - $178.6 $58K - $71.6K
30.8K $5.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
41
+ 0.62%
$496.48 - $617.85 $20.4K - $25.3K
6.67K $4.12M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
16.6K
+ 133.22%
$23.13 - $24.23 $384K - $403K
29.1K $705K
MCO
Moodys Corp

Financial Services
53
+ 0.54%
$396.7 - $501.59 $21K - $26.6K
9.94K $4.99M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.39K
New
$50.09 - $51.09 $370K - $377K
7.39K $377K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.25K
+ 0.86%
$72.12 - $76.23 $235K - $248K
380K $28.9M
CTA
Simplify Exch Traded Fds Simpl

ETFs
13.1K
New
$26.61 - $29.9 $349K - $392K
13.1K $350K
HYXU
Ishares Global Ex Usd High Yie

ETFs
6.38K
New
$48.2 - $54.92 $308K - $351K
6.38K $348K
PCAR
Paccar Inc

Industrials
4.61K
+ 11.66%
$86.4 - $99.09 $398K - $457K
44.2K $4.2M
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
14.2K
New
$22.08 - $24.18 $314K - $344K
14.2K $344K
IGLB
Ishares 10+ Year Investment Gr

ETFs
5K
+ 1.14%
$47.55 - $50.44 $238K - $252K
443K $22.3M
HD
Home Depot, Inc.

Consumer Cyclical
874
+ 7.53%
$335.24 - $380.78 $293K - $333K
12.5K $4.58M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.17K
+ 14.8%
$109.83 - $131.67 $238K - $285K
16.8K $2.13M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
6.23K
+ 0.71%
$20.12 - $21.0 $125K - $131K
882K $18.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.88K
+ 40.3%
$72.96 - $90.39 $210K - $261K
10K $897K
GLD
Spdr Gold Trust

ETFs
909
New
$273.71 - $316.29 $249K - $288K
909 $277K
GOOG
Alphabet Inc.

Communication Services
120
+ 1.01%
$146.58 - $180.01 $17.6K - $21.6K
12K $2.13M
NFLX
Netflix Inc

Communication Services
5
+ 0.77%
$855.86 - $1339.13 $4.28K - $6.7K
657 $879K
VEA
Vanguard Ftse Developed Market

ETFs
4.74K
New
$45.65 - $57.01 $217K - $270K
4.74K $270K
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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