Insight Wealth Strategies, LLC Incresed Positions in Q1 2025

Insight Wealth Strategies, LLC

  • $725 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Pgim ETF Tr
12.2K
+ 142.16%
N/A
20.8K $0
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
163
+ 1.28%
$11.13 - $11.61 $1.81K - $1.89K
12.9K $144K
Series Portfolios Tr
178
+ 1.91%
N/A
9.52K $0
Linde PLC
55
+ 1.35%
N/A
4.12K $0
VMO
Invesco Municipal Opportunity Trust

Financial Services
495
+ 1.95%
$9.44 - $9.93 $4.67K - $4.92K
25.9K $244K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.48K
+ 1.17%
$83.18 - $89.27 $123K - $132K
129K $10.8M
CWB
Spdr Bloomberg Convertible Sec

ETFs
25
+ 0.22%
$75.99 - $81.58 $1.9K - $2.04K
11.5K $886K
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.21%
$222.66 - $268.42 $445 - $537
933 $217K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.12%
$271.18 - $303.12 $271 - $303
805 $220K
FTHI
First Trust Exchange Traded Fd

ETFs
152
+ 1.16%
$21.62 - $23.74 $3.29K - $3.61K
13.3K $289K
SPYG
Spdr Portfolio

ETFs
6
+ 0.17%
$80.05 - $92.39 $480 - $554
3.59K $287K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.45%
$507.05 - $563.67 $2.54K - $2.82K
1.12K $570K
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.2%
$198.1 - $229.79 $594 - $689
1.53K $306K
SYY
Sysco Corp

Consumer Defensive
637
+ 1.06%
$70.0 - $77.13 $44.6K - $49.1K
60.7K $4.56M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.09%
$369.1 - $427.61 $369 - $428
1.1K $406K
IVV
Ishares Core S&P 500 ETF

ETFs
17
+ 0.99%
$554.06 - $615.85 $9.42K - $10.5K
1.73K $963K
IVW
Ishares S&P 500 Growth ETF

ETFs
6
+ 0.12%
$92.45 - $106.69 $555 - $640
4.84K $447K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
59
+ 0.18%
$44.7 - $49.05 $2.64K - $2.89K
32.8K $1.48M
FDN
First Tr Fd Dow Jones

ETFs
2.8K
+ 8.07%
$221.38 - $266.86 $621K - $748K
37.5K $8.38M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4
+ 0.07%
$126.86 - $146.45 $507 - $586
5.73K $727K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.05%
$360.07 - $417.26 $360 - $417
2.04K $734K
HON
Honeywell International Inc

Industrials
144
+ 1.57%
$202.75 - $226.52 $29.2K - $32.6K
9.32K $1.97M
FIS
Fidelity National Information Services, Inc.

Technology
621
+ 2.13%
$68.12 - $83.42 $42.3K - $51.8K
29.8K $2.22M
SPY
Spdr S&P 500 ETF Trust

ETFs
65
+ 0.99%
$551.42 - $612.93 $35.8K - $39.8K
6.62K $3.71M
CDW
Cdw Corp

Technology
805
+ 4.07%
$160.26 - $206.13 $129K - $166K
20.6K $3.3M
SQ
Block, Inc.

Technology
19.4K
+ 42.02%
$54.04 - $92.95 $1.05M - $1.8M
65.5K $3.75M
MSI
Motorola Solutions, Inc.

Technology
143
+ 1.42%
$411.73 - $482.1 $58.9K - $68.9K
10.2K $4.47M
CAT
Caterpillar Inc

Industrials
29
+ 0.45%
$326.75 - $407.63 $9.48K - $11.8K
6.44K $2.12M
PCAR
Paccar Inc

Industrials
497
+ 1.27%
$96.91 - $112.51 $48.2K - $55.9K
39.5K $3.85M
HD
Home Depot, Inc.

Consumer Cyclical
118
+ 1.03%
$347.25 - $424.87 $41K - $50.1K
11.6K $4.25M
GWW
W.W. Grainger, Inc.

Industrials
42
+ 0.97%
$953.54 - $1132.42 $40K - $47.6K
4.37K $4.32M
PAYO
Payoneer Global Inc.

Technology
73.9K
+ 25.1%
$7.04 - $11.04 $521K - $816K
369K $2.67M
ACN
Accenture PLC

Technology
317
+ 2.99%
$300.91 - $398.25 $95.4K - $126K
10.9K $3.41M
HUBB
Hubbell Inc

Industrials
1.7K
+ 16.65%
$330.91 - $456.86 $562K - $776K
11.9K $3.94M
TSLA
Tesla, Inc.

Consumer Cyclical
143
+ 5.26%
$222.15 - $428.22 $31.8K - $61.2K
2.86K $741K
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.57K
+ 5.82%
$102.72 - $143.06 $161K - $224K
28.5K $2.98M
MSFT
Microsoft Corp

Technology
89
+ 0.71%
$375.39 - $447.2 $33.4K - $39.8K
12.6K $4.75M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
3.13K
+ 5.05%
$48.65 - $66.04 $152K - $206K
65.1K $3.47M
NVDA
Nvidia Corp

Technology
126
+ 0.37%
$106.98 - $149.43 $13.5K - $18.8K
33.7K $3.66M
JEF
Jefferies Financial Group Inc.

Financial Services
4.17K
+ 7.45%
$52.22 - $81.31 $218K - $339K
60.1K $3.22M
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
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