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
LOW
Lowes Companies Inc

Consumer Cyclical
18
+ 1.86%
$215.01 - $273.02 $3.87K - $4.91K
986 $247K
SPYG
Spdr Portfolio

ETFs
4
+ 0.11%
$94.33 - $105.31 $377 - $421
3.6K $375K
PEP
Pepsico Inc

Consumer Defensive
113
+ 5.9%
$133.81 - $152.16 $15.1K - $17.2K
2.03K $284K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
29
+ 0.56%
$48.35 - $53.13 $1.4K - $1.54K
5.2K $273K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
281
+ 1.63%
$45.26 - $46.63 $12.7K - $13.1K
17.5K $810K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.03%
$28.92 - $32.19 $57.8 - $64.4
7.89K $251K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.13%
$303.93 - $329.86 $304 - $330
781 $256K
VMO
Invesco Municipal Opportunity Trust

Financial Services
539
+ 2.04%
$8.9 - $9.67 $4.8K - $5.21K
26.9K $260K
HNDL
Strategy Shs

ETFs
289
+ 1.68%
$21.41 - $22.28 $6.19K - $6.44K
17.4K $388K
VEA
Vanguard Ftse Developed Market

ETFs
20
+ 0.42%
$56.02 - $60.3 $1.12K - $1.21K
4.76K $285K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
257
+ 0.66%
$5.52 - $6.17 $1.42K - $1.59K
39.4K $237K
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
44
+ 0.58%
$30.86 - $32.68 $1.36K - $1.44K
7.61K $246K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
179
+ 1.35%
$10.62 - $11.43 $1.9K - $2.05K
13.5K $153K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
106
+ 0.36%
$24.11 - $24.94 $2.56K - $2.64K
29.3K $730K
HYMU
Blackrock ETF Tr Ii High Yield
117
+ 1.04%
N/A
11.4K $261K
KO
Coca Cola CO

Consumer Defensive
227
+ 7.24%
$65.67 - $71.67 $14.9K - $16.3K
3.36K $223K
VIG
Vanguard Dividend Appreciation

ETFs
9
+ 0.37%
N/A
2.44K $444K
TFLR
T Rowe Price Exchange Traded F
41.2K
+ 9.9%
N/A
457K $0
Pgim ETF Tr
682
+ 3.71%
N/A
19.1K $0
Bny Mellon ETF Trust
11.7K
+ 4.9%
N/A
250K $0
Series Portfolios Tr
184
+ 1.89%
N/A
9.9K $0
Ishares Tr
6.02K
+ 58.41%
N/A
16.3K $0
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
114
+ 0.8%
$23.38 - $24.24 $2.67K - $2.76K
14.3K $341K
TRGP
Targa Resources Corp.

Energy
15
+ 0.6%
$160.52 - $174.4 $2.41K - $2.62K
2.5K $418K
V
Visa Inc.

Financial Services
29
+ 1.57%
$332.09 - $358.86 $9.63K - $10.4K
1.88K $640K
LNG
Cheniere Energy, Inc.

Energy
383
+ 2.05%
$222.68 - $244.28 $85.3K - $93.6K
19.1K $4.48M
NFLX
Netflix Inc

Communication Services
5
+ 0.76%
$1147.87 - $1297.18 $5.74K - $6.49K
662 $793K
CAH
Cardinal Health Inc

Healthcare
376
+ 2.36%
$146.04 - $167.63 $54.9K - $63K
16.3K $2.56M
MCO
Moodys Corp

Financial Services
117
+ 1.18%
$472.69 - $521.32 $55.3K - $61K
10.1K $4.79M
CTAS
Cintas Corp

Industrials
183
+ 0.94%
$199.29 - $226.27 $36.5K - $41.4K
19.7K $4.05M
VRSK
Verisk Analytics, Inc.

Industrials
1.68K
+ 13.59%
$242.3 - $312.95 $406K - $525K
14K $3.52M
GDDY
Go Daddy Inc.

Technology
4.11K
+ 19.41%
$133.35 - $178.59 $548K - $733K
25.3K $3.46M
DT
Dynatrace, Inc.

Technology
2.45K
+ 3.19%
$46.04 - $56.64 $113K - $139K
79.4K $3.85M
PAYO
Payoneer Global Inc.

Technology
4.97K
+ 0.79%
$6.05 - $7.42 $30K - $36.8K
633K $3.83M
ACN
Accenture PLC

Technology
595
+ 4.27%
$232.56 - $304.78 $138K - $181K
14.5K $3.58M
FTNT
Fortinet, Inc.

Technology
757
+ 1.79%
$74.39 - $107.65 $56.3K - $81.5K
43K $3.62M
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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