Insight Wealth Strategies, LLC Purchases in Q1 2025

Insight Wealth Strategies, LLC

  • $725 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGLB
Ishares 10+ Year Investment Gr

ETFs
438K
New
$48.32 - $51.22 $21.2M - $22.5M
438K $21.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
426K
New
$48.06 - $53.73 $20.5M - $22.9M
426K $20.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
221K
New
$91.76 - $103.26 $20.3M - $22.9M
221K $20.4M
HEZU
Ishares Currency Hedged Msci E

ETFs
344K
New
$35.85 - $40.72 $12.3M - $14M
344K $13.5M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
88K
New
$110.9 - $132.93 $9.76M - $11.7M
88K $9.96M
CVX
Chevron Corp

Energy
5.44K
+ 2.71%
$146.71 - $167.97 $799K - $914K
206K $34.5M
HYDB
Ishares Tr Edge High Yield Def

ETFs
115K
+ 99.08%
$46.82 - $47.8 $5.38M - $5.49M
231K $10.9M
LVHI
Franklin International Low Vol

ETFs
112K
+ 18.37%
$30.53 - $32.85 $3.41M - $3.66M
719K $23.4M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
59.3K
+ 18.66%
$73.11 - $77.43 $4.34M - $4.59M
377K $28.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
37.8K
+ 14.37%
$85.29 - $92.57 $3.22M - $3.5M
301K $27.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
65.8K
+ 21.94%
$50.48 - $51.04 $3.32M - $3.36M
366K $18.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
115K
+ 16.94%
$30.73 - $32.26 $3.53M - $3.71M
794K $24.5M
META
Meta Platforms, Inc.

Communication Services
5.11K
+ 478.82%
$576.36 - $736.67 $2.94M - $3.76M
6.18K $3.56M
FIX
Comfort Systems Usa Inc

Industrials
7.83K
New
$313.26 - $550.27 $2.45M - $4.31M
7.83K $2.54M
AMD
Advanced Micro Devices Inc

Technology
21.7K
New
$96.63 - $129.55 $2.09M - $2.81M
21.7K $2.23M
TIP
Ishares Tr Tips Bd ETF

ETFs
14.8K
+ 17.34%
$106.22 - $111.09 $1.57M - $1.64M
100K $11.1M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
15.5K
+ 24.22%
$120.5 - $145.97 $1.87M - $2.26M
79.4K $10.4M
BRO
Brown & Brown, Inc.

Financial Services
10.3K
+ 39.28%
$100.54 - $124.4 $1.04M - $1.28M
36.5K $4.54M
IEF
Ishares Barclays

ETFs
3.92K
+ 1.52%
$91.17 - $95.39 $357K - $373K
262K $24.9M
AMGN
Amgen Inc

Healthcare
245
+ 1.68%
$258.59 - $327.36 $63.4K - $80.2K
14.8K $4.62M
AXP
American Express CO

Financial Services
4.36K
+ 23.26%
$255.39 - $325.87 $1.11M - $1.42M
23.1K $6.22M
NOG
Northern Oil & Gas, Inc.

Energy
27K
+ 94.5%
$26.89 - $42.07 $725K - $1.14M
55.5K $1.67M
ORCL
Oracle Corp

Technology
6.64K
+ 54.52%
$139.81 - $186.47 $928K - $1.24M
18.8K $2.63M
ACGL
Arch Capital Group Ltd.

Financial Services
3.64K
+ 8.46%
$88.13 - $96.94 $320K - $352K
46.6K $4.48M
SM
Sm Energy CO

Energy
31K
+ 60.73%
$27.15 - $44.69 $842K - $1.39M
82.1K $2.41M
AMT
American Tower Corp

Real Estate
202
+ 1.83%
$173.46 - $217.6 $35K - $44K
11.3K $2.45M
BLBD
Blue Bird Corp

Consumer Cyclical
21.8K
+ 36.52%
$32.37 - $42.39 $705K - $923K
81.4K $2.68M
WM
Waste Management Inc

Industrials
44
+ 0.38%
$200.54 - $233.78 $8.82K - $10.3K
11.7K $2.7M
SAMT
Advisors Inn.Circle Fd Iii Str
12.1K
New
$28.43 - $33.08 $344K - $400K
12.1K $350K
ICE
Intercontinental Exchange, Inc.

Financial Services
3
+ 0.02%
$142.8 - $176.36 $428 - $529
14.5K $2.51M
KLAC
Kla Corp

Technology
76
+ 1.32%
$636.62 - $777.63 $48.4K - $59.1K
5.82K $3.96M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
12.5K
New
$23.9 - $24.43 $298K - $305K
12.5K $300K
ORI
Old Republic International Corp

Financial Services
2.44K
+ 3.65%
$33.46 - $39.22 $81.6K - $95.7K
69.2K $2.72M
IEFA
Ishares Tr

ETFs
3.17K
New
$69.57 - $78.65 $221K - $250K
3.17K $242K
ADP
Automatic Data Processing Inc

Industrials
58
+ 0.36%
$286.85 - $318.64 $16.6K - $18.5K
16.1K $4.91M
PSMD
Pacer Fds Tr Swan Sos Moderate

ETFs
7.66K
New
$28.38 - $29.91 $217K - $229K
7.66K $219K
GE
General Electric CO

Industrials
1.09K
New
$168.59 - $212.13 $184K - $232K
1.09K $218K
HIG
Hartford Financial Services Group, Inc.

Financial Services
23
+ 0.16%
$106.31 - $123.73 $2.45K - $2.85K
14.6K $1.81M
KO
Coca Cola CO

Consumer Defensive
2.89K
New
$60.81 - $72.32 $176K - $209K
2.89K $207K
XOM
Exxon Mobil Corp

Energy
189
+ 1.2%
$105.44 - $118.93 $19.9K - $22.5K
15.9K $1.89M
UNH
Unitedhealth Group Inc

Healthcare
141
+ 2.28%
$461.52 - $548.18 $65.1K - $77.3K
6.34K $3.32M
SHW
Sherwin Williams CO

Basic Materials
154
+ 1.24%
$330.16 - $365.55 $50.8K - $56.3K
12.6K $4.41M
RGA
Reinsurance Group Of America Inc

Financial Services
2.55K
+ 12.66%
$186.01 - $231.1 $475K - $590K
22.7K $4.47M
HSY
Hershey CO

Consumer Defensive
714
+ 2.91%
$144.74 - $186.36 $103K - $133K
25.3K $4.32M
HYD
Vaneck High Yield Muni ETF

ETFs
3.98K
+ 5.41%
$50.79 - $52.53 $202K - $209K
77.4K $3.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
118
+ 11.97%
$442.66 - $534.52 $52.2K - $63.1K
1.1K $579K
MUB
Ishares National Muni Bond ETF

ETFs
1.66K
+ 4.73%
$104.71 - $107.69 $174K - $178K
36.7K $3.86M
UNP
Union Pacific Corp

Industrials
112
+ 1.13%
$225.21 - $254.42 $25.2K - $28.5K
9.99K $2.36M
EFA
Ishares Tr Msci Eafe ETF

ETFs
329
+ 4.82%
$74.85 - $84.89 $24.6K - $27.9K
7.16K $590K
Activity Summary
Buys All Purchases 106 New Holdings 15 Increased Positions 91 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Insight Wealth Strategies, LLC Portfolio

Follow Insight Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email