Insight Wealth Strategies, LLC Reduced Holdings in Q3 2025

Insight Wealth Strategies, LLC

  • $788 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FDN
First Tr Fd Dow Jones

ETFs
-44.3K
- 96.91%
$264.06 - $287.34 $11.7M - $12.7M
1.41K $394K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-47K
- 33.01%
$182.33 - $194.5 $8.56M - $9.13M
95.3K $18.5M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-314K
- 35.63%
$20.84 - $21.03 $6.55M - $6.61M
568K $11.9M
HEZU
Ishares Currency Hedged Msci E

ETFs
-159K
- 46.68%
$39.55 - $42.16 $6.28M - $6.69M
181K $7.65M
RGA
Reinsurance Group Of America Inc

Financial Services
-21.6K
- 94.11%
$177.1 - $199.23 $3.83M - $4.31M
1.35K $260K
ACGL
Arch Capital Group Ltd.

Financial Services
-43.3K
- 92.78%
$85.61 - $93.54 $3.71M - $4.05M
3.37K $305K
LVHI
Franklin International Low Vol

ETFs
-133K
- 18.48%
$32.69 - $35.19 $4.34M - $4.67M
586K $20.4M
STX
Seagate Technology Holdings PLC

Technology
-28.8K
- 52.19%
$142.01 - $236.06 $4.09M - $6.79M
26.4K $6.22M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-43.9K
- 6.45%
N/A
638K $20.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-10.8K
- 7.74%
$92.18 - $95.14 $996K - $1.03M
129K $12.3M
SQ
Block, Inc.

Technology
-7.58K
- 11.44%
N/A
58.6K $3.36M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-902
- 44.26%
$420.11 - $472.68 $379K - $426K
1.14K $522K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2.03K
- 6.7%
$96.22 - $98.19 $196K - $200K
28.3K $2.77M
EMB
Ishares Tr

ETFs
-2.41K
- 7.48%
$91.52 - $95.59 $220K - $230K
29.8K $2.83M
IESC
Ies Holdings, Inc.

Industrials
-665
- 47.36%
$289.3 - $397.65 $192K - $264K
739 $293K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.14K
- 3.36%
$107.66 - $112.36 $230K - $240K
61.5K $6.86M
XLF
Financial Sector Spdr

ETFs
-2.31K
- 24.63%
$51.37 - $54.25 $119K - $125K
7.06K $380K
BAC
Bank Of America Corp

Financial Services
-2.71K
- 34.02%
$44.92 - $52.42 $122K - $142K
5.25K $270K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-543
- 7.13%
$86.07 - $90.74 $46.7K - $49.3K
7.08K $633K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-203
- 11.8%
$121.81 - $137.24 $24.7K - $27.9K
1.52K $200K
IVV
Ishares Core S&P 500 ETF

ETFs
-144
- 8.01%
$620.67 - $670.08 $89.4K - $96.5K
1.65K $1.11M
TXN
Texas Instruments Inc

Technology
-38
- 2.67%
N/A
1.39K $269K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.66K
- 2.25%
$48.5 - $50.19 $80.7K - $83.5K
72.2K $3.61M
IEF
Ishares Barclays

ETFs
-269
- 0.81%
$93.91 - $97.26 $25.3K - $26.2K
32.8K $3.16M
IEFA
Ishares Tr

ETFs
-184
- 5.78%
$81.7 - $87.53 $15K - $16.1K
3K $262K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-34
- 0.29%
$50.53 - $50.82 $1.72K - $1.73K
11.7K $590K
Lam Research Corp
-8.18K
- 7.6%
N/A
99.4K $0
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-81
- 0.11%
$50.82 - $51.09 $4.12K - $4.14K
74.7K $3.82M
USXF
Ishares Esg Advanced Msci Usa

Technology
-155
- 4.04%
$53.69 - $57.31 $8.32K - $8.88K
3.68K $210K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-338
- 1.38%
$49.32 - $50.93 $16.7K - $17.2K
24.2K $1.23M
IWD
Ishares Russell 1000 Val ETF

ETFs
-17
- 1.52%
$192.76 - $203.86 $3.28K - $3.47K
1.1K $223K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-19
- 1.68%
$459.11 - $506.91 $8.72K - $9.63K
1.11K $558K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-59
- 2.92%
$115.96 - $125.95 $6.84K - $7.43K
1.96K $247K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-141
- 2.68%
$67.21 - $72.65 $9.48K - $10.2K
5.11K $370K
IVW
Ishares S&P 500 Growth ETF

ETFs
-162
- 3.35%
$108.97 - $121.65 $17.7K - $19.7K
4.68K $564K
MBB
Ishares Tr

ETFs
-169
- 0.41%
$92.46 - $95.73 $15.6K - $16.2K
41.2K $3.92M
GLD
Spdr Gold Trust

ETFs
-16
- 1.76%
$300.96 - $355.47 $4.82K - $5.69K
893 $317K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-121
- 1.99%
$108.46 - $120.63 $13.1K - $14.6K
5.97K $709K
MLI
Mueller Industries Inc

Industrials
-197
- 6.75%
$82.07 - $101.7 $16.2K - $20K
2.72K $275K
MUB
Ishares National Muni Bond ETF

ETFs
-170
- 0.46%
$103.24 - $106.68 $17.6K - $18.1K
36.4K $3.88M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-101
- 1.74%
$236.25 - $257.69 $23.9K - $26K
5.69K $1.46M
TJX
Tjx Companies Inc

Consumer Cyclical
-371
- 6.07%
$121.35 - $144.54 $45K - $53.6K
5.74K $829K
JPM
Jpmorgan Chase & CO

Financial Services
-13
- 0.12%
$282.78 - $316.06 $3.68K - $4.11K
10.6K $3.34M
AXP
American Express CO

Financial Services
-81
- 0.35%
$294.27 - $342.31 $23.8K - $27.7K
23K $7.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
-45
- 0.68%
$617.65 - $666.84 $27.8K - $30K
6.62K $4.41M
TSLA
Tesla, Inc.

Consumer Cyclical
-48
- 1.74%
$293.94 - $444.72 $14.1K - $21.3K
2.71K $1.2M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-3.5K
- 7.56%
$56.32 - $68.81 $197K - $241K
42.8K $2.94M
NVDA
Nvidia Corp

Technology
-2.01K
- 5.82%
$153.3 - $186.58 $308K - $375K
32.5K $6.07M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-144
- 0.16%
$132.9 - $142.03 $19.1K - $20.5K
89.8K $12.7M
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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