Insight Wealth Strategies, LLC Reduced Holdings in Q2 2025

Insight Wealth Strategies, LLC

  • $740 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-229K
- 87.38%
$93.15 - $96.56 $21.3M - $22.1M
33.1K $3.17M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-354K
- 96.8%
$49.79 - $50.75 $17.6M - $18M
11.7K $592K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-77.7K
- 97.83%
$101.91 - $134.83 $7.91M - $10.5M
1.72K $216K
XLF
Financial Sector Spdr

ETFs
-178K
- 94.99%
$43.92 - $52.37 $7.81M - $9.31M
9.37K $490K
XLY
Select Sector Spdr Consumer Di

ETFs
-40.4K
- 97.73%
$176.34 - $218.59 $7.12M - $8.83M
940 $204K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-54.4K
- 95.51%
$120.49 - $141.16 $6.55M - $7.68M
2.56K $353K
BRO
Brown & Brown, Inc.

Financial Services
-34.5K
- 94.37%
$104.48 - $124.43 $3.6M - $4.29M
2.06K $227K
HUBB
Hubbell Inc

Industrials
-11.4K
- 95.49%
$315.94 - $408.41 $3.59M - $4.64M
537 $219K
TXN
Texas Instruments Inc

Technology
-10.9K
- 88.45%
N/A
1.42K $276K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-56.7K
- 7.68%
N/A
682K $21.5M
ABC
Amerisourcebergen Corp

Healthcare
-4.83K
- 24.16%
N/A
15.1K $2.8M
ORI
Old Republic International Corp

Financial Services
-10.7K
- 15.48%
$35.25 - $39.79 $378K - $427K
58.5K $2.25M
WM
Waste Management Inc

Industrials
-1.07K
- 9.15%
$216.47 - $242.1 $231K - $258K
10.6K $2.42M
ADP
Automatic Data Processing Inc

Industrials
-925
- 5.76%
$276.76 - $326.81 $256K - $302K
15.1K $4.67M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-4.43K
- 5.59%
$50.1 - $51.02 $222K - $226K
74.8K $3.82M
XOM
Exxon Mobil Corp

Energy
-140
- 0.88%
$99.93 - $119.04 $14K - $16.7K
15.8K $1.7M
EMB
Ishares Tr

ETFs
-2.46K
- 7.1%
$86.54 - $92.62 $213K - $228K
32.2K $2.98M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.76K
- 2.7%
$105.23 - $109.61 $186K - $193K
63.7K $6.98M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.89K
- 5.86%
$91.23 - $97.27 $172K - $184K
30.3K $2.95M
LNG
Cheniere Energy, Inc.

Energy
-1.47K
- 7.28%
$197.25 - $244.33 $290K - $359K
18.7K $4.55M
AMT
American Tower Corp

Real Estate
-589
- 5.23%
$203.96 - $228.19 $120K - $134K
10.7K $2.36M
MBB
Ishares Tr

ETFs
-1.05K
- 2.48%
$91.41 - $94.22 $96.1K - $99K
41.4K $3.89M
WMT
Walmart Inc.

Consumer Defensive
-2.99K
- 13.87%
$81.79 - $99.98 $244K - $299K
18.6K $1.81M
CTAS
Cintas Corp

Industrials
-1.95K
- 9.06%
$190.11 - $227.66 $370K - $443K
19.5K $4.35M
MUB
Ishares National Muni Bond ETF

ETFs
-122
- 0.33%
$102.31 - $105.8 $12.5K - $12.9K
36.6K $3.82M
WEC
Wec Energy Group, Inc.

Utilities
-58
- 1.56%
$102.24 - $109.76 $5.93K - $6.37K
3.67K $382K
CAH
Cardinal Health Inc

Healthcare
-3.61K
- 18.47%
$125.0 - $168.0 $451K - $606K
15.9K $2.67M
VIG
Vanguard Dividend Appreciation

ETFs
-44
- 1.78%
N/A
2.43K $443K
Pgim ETF Tr
-2.39K
- 11.48%
N/A
18.4K $0
Trust For Professional Manag
-4.16K
- 15.48%
N/A
22.7K $0
MLI
Mueller Industries Inc

Industrials
-73
- 2.44%
$68.45 - $79.6 $5K - $5.81K
2.92K $231K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-275
- 4.32%
$90.56 - $109.49 $24.9K - $30.1K
6.09K $665K
LVHI
Franklin International Low Vol

ETFs
-39
- 0.01%
$28.91 - $33.28 $1.13K - $1.3K
719K $23.4M
VTI
Vanguard Total Stock Market Et

ETFs
-25
- 3.11%
$243.75 - $303.93 $6.09K - $7.6K
780 $237K
DGRO
Ishares Core Dividend Growth E

ETFs
-23
- 0.19%
$55.22 - $63.94 $1.27K - $1.47K
11.9K $762K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-40
- 3.58%
$456.74 - $568.03 $18.3K - $22.7K
1.08K $611K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-103
- 0.89%
$71.86 - $82.66 $7.4K - $8.51K
11.4K $944K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-1.7K
- 5.18%
$40.73 - $50.06 $69.2K - $85.1K
31.1K $1.56M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-777
- 0.55%
$85.42 - $94.39 $66.4K - $73.3K
140K $13.1M
JPM
Jpmorgan Chase & CO

Financial Services
-1.44K
- 11.94%
$210.28 - $289.91 $302K - $417K
10.6K $3.07M
TSLA
Tesla, Inc.

Consumer Cyclical
-106
- 3.7%
$221.86 - $362.89 $23.5K - $38.5K
2.76K $875K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-16
- 0.4%
$416.06 - $551.64 $6.66K - $8.83K
4K $2.21M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.2K
- 1.32%
$114.78 - $133.31 $138K - $160K
89.9K $12M
FTNT
Fortinet, Inc.

Technology
-101
- 0.24%
$84.71 - $108.69 $8.56K - $11K
42.3K $4.47M
HEZU
Ishares Currency Hedged Msci E

ETFs
-3.47K
- 1.01%
$34.68 - $41.63 $120K - $144K
340K $14M
IDXX
Idexx Laboratories Inc

Healthcare
-1.33K
- 13.33%
$361.04 - $536.34 $481K - $714K
8.66K $4.64M
BLBD
Blue Bird Corp

Consumer Cyclical
-2.19K
- 2.68%
$31.28 - $43.16 $68.3K - $94.3K
79.2K $3.42M
AMZN
Amazon Com Inc

Consumer Cyclical
-122
- 0.45%
$167.32 - $223.3 $20.4K - $27.2K
26.9K $5.9M
AMD
Advanced Micro Devices Inc

Technology
-9
- 0.04%
$78.21 - $143.81 $704 - $1.29K
21.7K $3.07M
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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