Insight Wealth Strategies, LLC Incresed Positions in Q3 2025

Insight Wealth Strategies, LLC

  • $788 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
PSMD
Pacer Fds Tr Swan Sos Moderate

ETFs
3.49K
+ 32.29%
$30.4 - $31.64 $106K - $110K
14.3K $452K
IGOV
Ishares 1 3 International Trea

ETFs
4.27K
+ 3.18%
$41.44 - $43.19 $177K - $185K
139K $5.91M
CWB
Spdr Bloomberg Convertible Sec

ETFs
33
+ 0.29%
$82.29 - $90.77 $2.72K - $3K
11.5K $1.04M
XOM
Exxon Mobil Corp

Energy
107
+ 0.68%
$105.83 - $117.22 $11.3K - $12.5K
15.9K $1.79M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4
+ 0.07%
$148.97 - $165.88 $596 - $664
5.74K $944K
CDW
Cdw Corp

Technology
3.63K
+ 13.88%
$156.97 - $182.84 $570K - $664K
29.8K $4.75M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32
+ 2.97%
$567.77 - $614.76 $18.2K - $19.7K
1.11K $679K
HYD
Vaneck High Yield Muni ETF

ETFs
98
+ 0.12%
$48.85 - $50.94 $4.79K - $4.99K
79K $4.02M
GE
General Electric CO

Industrials
25
+ 2.25%
$244.75 - $305.63 $6.12K - $7.64K
1.14K $341K
DGRO
Ishares Core Dividend Growth E

ETFs
29
+ 0.24%
$64.12 - $68.08 $1.86K - $1.97K
12K $809K
SM
Sm Energy CO

Energy
693
+ 0.65%
$24.97 - $28.98 $17.3K - $20.1K
108K $2.7M
WEC
Wec Energy Group, Inc.

Utilities
48
+ 1.31%
$103.66 - $114.59 $4.98K - $5.5K
3.72K $425K
IWM
Ishares Russell 2000 ETF

ETFs
4
+ 0.26%
$214.92 - $244.84 $860 - $979
1.54K $372K
DVY
Ishares Tr

ETFs
26
+ 0.77%
$133.88 - $142.57 $3.48K - $3.71K
3.42K $486K
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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