Insight Wealth Strategies, LLC Incresed Positions in Q2 2025

Insight Wealth Strategies, LLC

  • $740 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
FDN
First Tr Fd Dow Jones

ETFs
8.19K
+ 21.82%
$200.29 - $269.33 $1.64M - $2.21M
45.7K $12.3M
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
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.37K
+ 0.97%
$152.42 - $182.82 $209K - $250K
142K $26M
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
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.25K
+ 0.86%
$72.12 - $76.23 $235K - $248K
380K $28.9M
PCAR
Paccar Inc

Industrials
4.61K
+ 11.66%
$86.4 - $99.09 $398K - $457K
44.2K $4.2M
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
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
GWW
W.W. Grainger, Inc.

Industrials
20
+ 0.46%
$919.93 - $1101.66 $18.4K - $22K
4.39K $4.57M
SM
Sm Energy CO

Energy
25.3K
+ 30.78%
$20.39 - $30.52 $515K - $771K
107K $2.65M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6
+ 0.1%
$180.84 - $240.32 $1.09K - $1.44K
5.79K $1.39M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
9.48K
+ 48.12%
$24.14 - $25.43 $229K - $241K
29.2K $723K
HON
Honeywell International Inc

Industrials
50
+ 0.54%
$182.86 - $232.88 $9.14K - $11.6K
9.37K $2.18M
FIS
Fidelity National Information Services, Inc.

Technology
59
+ 0.2%
$68.14 - $82.13 $4.02K - $4.85K
29.8K $2.43M
IESC
Ies Holdings, Inc.

Industrials
66
+ 4.93%
$160.58 - $296.23 $10.6K - $19.6K
1.4K $415K
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.94K
+ 65.69%
$35.9 - $43.76 $141K - $172K
9.94K $429K
IBKR
Interactive Brokers Group, Inc.

Financial Services
31.8K
+ 219.59%
$50.53 - $212.53 $1.61M - $6.76M
46.3K $2.56M
IVV
Ishares Core S&P 500 ETF

ETFs
72
+ 4.17%
$498.8 - $620.9 $35.9K - $44.7K
1.8K $1.12M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5
+ 0.09%
$113.67 - $150.4 $568 - $752
5.74K $862K
PSMD
Pacer Fds Tr Swan Sos Moderate

ETFs
3.15K
+ 41.13%
$26.71 - $30.43 $84.2K - $95.9K
10.8K $329K
RGA
Reinsurance Group Of America Inc

Financial Services
275
+ 1.21%
$168.32 - $209.71 $46.3K - $57.7K
23K $4.56M
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.1%
$82.96 - $110.1 $415 - $551
4.84K $532K
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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