Insight Wealth Strategies, LLC Purchases in Q3 2025

Insight Wealth Strategies, LLC

  • $788 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFIP
Dimensional ETF Tr Inflation P

ETFs
449K
New
$41.6 - $42.66 $18.7M - $19.2M
449K $19M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
307K
New
$50.32 - $54.01 $15.5M - $16.6M
307K $16.6M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
515K
New
$22.78 - $23.33 $11.7M - $12M
515K $11.8M
XLV
Select Sector Spdr Fund Health

ETFs
84.3K
New
$129.01 - $139.72 $10.9M - $11.8M
84.3K $11.7M
IEMG
Ishares Inc

ETFs
110K
New
N/A
110K $5.93M
BKR
Baker Hughes CO

Energy
106K
New
$38.68 - $50.55 $4.1M - $5.35M
106K $5.16M
CEG
Constellation Energy Corp

Utilities
15.2K
New
$298.82 - $354.89 $4.55M - $5.4M
15.2K $5.01M
WFRD
Weatherford International PLC

Energy
72.8K
New
$52.14 - $69.61 $3.8M - $5.07M
72.8K $4.98M
ABT
Abbott Laboratories

Healthcare
36.7K
New
$120.51 - $136.62 $4.42M - $5.01M
36.7K $4.91M
MRK
Merck & Co., Inc.

Healthcare
57.2K
New
$77.6 - $87.37 $4.44M - $5M
57.2K $4.8M
QCOM
Qualcomm Inc

Technology
28.6K
New
$145.84 - $173.55 $4.17M - $4.97M
28.6K $4.76M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
7.28K
New
$534.91 - $598.71 $3.89M - $4.36M
7.28K $4.09M
AAPL
Apple Inc.

Technology
8.62K
+ 22.71%
$202.38 - $256.87 $1.74M - $2.21M
46.6K $11.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.9K
+ 3.23%
$54.35 - $59.32 $757K - $826K
444K $26.3M
CVX
Chevron Corp

Energy
1.27K
+ 0.58%
$145.57 - $161.83 $185K - $205K
219K $34M
INTU
Intuit Inc

Technology
2.8K
+ 85.11%
$646.03 - $807.39 $1.81M - $2.26M
6.09K $4.16M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
10.5K
+ 2.77%
$73.94 - $78.51 $779K - $827K
391K $30.4M
IGLB
Ishares 10+ Year Investment Gr

ETFs
17.2K
+ 3.89%
$48.96 - $52.08 $844K - $897K
461K $23.7M
PFF
Ishares Trust Ishares Pfd And

ETFs
16.6K
+ 1.88%
$30.67 - $32.13 $510K - $534K
901K $28.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.4K
+ 3.44%
$85.01 - $90.35 $888K - $944K
314K $28.1M
HYDB
Ishares Tr Edge High Yield Def

ETFs
20.3K
+ 4.41%
$47.03 - $47.97 $957K - $976K
482K $23.1M
LDOS
Leidos Holdings, Inc.

Technology
475
+ 1.64%
$159.2 - $188.96 $75.6K - $89.8K
29.5K $5.57M
XLK
Technology Sector Spdr

ETFs
335
+ 1.16%
$250.97 - $282.66 $84.1K - $94.7K
29.3K $8.25M
GOOG
Alphabet Inc.

Communication Services
51
+ 0.43%
$175.16 - $255.24 $8.93K - $13K
12K $2.93M
BAH
Booz Allen Hamilton Holding Corp

Industrials
9.54K
+ 24.59%
$97.53 - $115.95 $931K - $1.11M
48.4K $4.83M
SAMT
Advisors Inn.Circle Fd Iii Str
160
+ 0.07%
$33.7 - $37.35 $5.39K - $5.98K
243K $9.07M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
148
+ 0.17%
$128.6 - $136.01 $19K - $20.1K
89.7K $12.1M
HD
Home Depot, Inc.

Consumer Cyclical
160
+ 1.28%
$357.4 - $423.42 $57.2K - $67.7K
12.6K $5.12M
CTA
Simplify Exch Traded Fds Simpl

ETFs
17.5K
+ 133.63%
$26.46 - $28.43 $463K - $498K
30.6K $855K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
20.6K
+ 70.74%
$24.02 - $24.28 $494K - $500K
49.7K $1.19M
MCK
Mckesson Corp

Healthcare
314
+ 5.36%
$659.01 - $772.54 $207K - $243K
6.18K $4.77M
MSI
Motorola Solutions, Inc.

Technology
158
+ 1.49%
$408.73 - $490.3 $64.6K - $77.5K
10.7K $4.91M
AMD
Advanced Micro Devices Inc

Technology
6
+ 0.03%
$134.8 - $184.42 $809 - $1.11K
21.7K $3.51M
AMZN
Amazon Com Inc

Consumer Cyclical
1.93K
+ 7.18%
$211.65 - $238.24 $408K - $460K
28.8K $6.33M
ADP
Automatic Data Processing Inc

Industrials
2.14K
+ 14.16%
$288.69 - $310.94 $618K - $666K
17.3K $5.07M
ABC
Amerisourcebergen Corp

Healthcare
2.15K
+ 14.2%
N/A
17.3K $3.2M
NEAR
Blackrock Short Maturity Bond

ETFs
7.34K
New
$50.8 - $51.32 $373K - $377K
7.34K $376K
MSFT
Microsoft Corp

Technology
56
+ 0.36%
$491.09 - $535.64 $27.5K - $30K
15.8K $8.17M
ORI
Old Republic International Corp

Financial Services
2.03K
+ 3.47%
$35.74 - $42.47 $72.5K - $86.1K
60.5K $2.57M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.15K
+ 6.83%
$119.73 - $134.7 $137K - $155K
17.9K $2.39M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.46K
+ 7.91%
$49.41 - $54.08 $121K - $133K
33.6K $1.81M
QQQ
Invesco Qqq Trust, Series 1

ETFs
93
+ 2.32%
$546.99 - $602.2 $50.9K - $56K
4.1K $2.46M
WM
Waste Management Inc

Industrials
1.48K
+ 14.0%
$213.88 - $237.1 $317K - $351K
12.1K $2.67M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
968
+ 37.87%
$138.31 - $165.45 $134K - $160K
3.52K $583K
PCAR
Paccar Inc

Industrials
416
+ 0.94%
$92.91 - $102.86 $38.7K - $42.8K
44.6K $4.38M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.5K
+ 14.91%
$87.29 - $93.61 $131K - $140K
11.5K $1.08M
GWW
W.W. Grainger, Inc.

Industrials
588
+ 13.39%
$932.44 - $1059.49 $548K - $623K
4.98K $4.74M
META
Meta Platforms, Inc.

Communication Services
240
+ 3.48%
$695.21 - $791.73 $167K - $190K
7.15K $5.25M
WMT
Walmart Inc.

Consumer Defensive
349
+ 1.88%
$94.4 - $104.27 $32.9K - $36.4K
18.9K $1.95M
Activity Summary
Buys All Purchases 103 New Holdings 16 Increased Positions 87 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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