Insight Wealth Strategies, LLC Closed Holding Positions

Insight Wealth Strategies, LLC

$788 Million
Q3 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
PM Philip Morris International Inc. Consumer Defensive	Q2 2021 Filed on Aug 12, 2021	2,507	$88.06 - $100.5 $221K - $252K
Iac Interactivecorp New	Q2 2021 Filed on Aug 12, 2021	2,811	N/A
AEP American Electric Power CO Inc Utilities	Q2 2021 Filed on Aug 12, 2021	3,485	$82.35 - $90.14 $287K - $314K
ROP Roper Technologies Inc Industrials	Q2 2021 Filed on Aug 12, 2021	605	$410.35 - $470.2 $248K - $284K
IBM International Business Machines Corp Technology	Q2 2021 Filed on Aug 12, 2021	2,988	$125.41 - $144.63 $375K - $432K
BCE Bce Inc Communication Services	Q2 2021 Filed on Aug 12, 2021	5,511	$45.6 - $50.78 $251K - $280K
BMY Bristol Myers Squibb CO Healthcare	Q2 2021 Filed on Aug 12, 2021	6,620	$61.91 - $67.42 $410K - $446K
XEL Xcel Energy Inc Utilities	Q2 2021 Filed on Aug 12, 2021	3,967	$65.71 - $72.59 $261K - $288K
TMO Thermo Fisher Scientific Inc. Healthcare	Q2 2021 Filed on Aug 12, 2021	616	$441.0 - $508.24 $272K - $313K
DUK Duke Energy Corp Utilities	Q2 2021 Filed on Aug 12, 2021	2,887	$96.28 - $103.74 $278K - $299K
AWK American Water Works Company, Inc. Utilities	Q2 2021 Filed on Aug 12, 2021	1,648	$149.59 - $162.2 $247K - $267K
DHR Danaher Corp Healthcare	Q2 2021 Filed on Aug 12, 2021	1,026	$225.08 - $271.69 $231K - $279K
PLD Prologis, Inc. Real Estate	Q2 2021 Filed on Aug 12, 2021	4,291	$108.37 - $126.28 $465K - $542K
ESS Essex Property Trust, Inc. Real Estate	Q2 2021 Filed on Aug 12, 2021	919	$275.8 - $315.4 $253K - $290K
VCIT Vanguard Intermediate Term Cor ETFs	Q2 2021 Filed on Aug 12, 2021	2,429	$92.83 - $95.07 $225K - $231K
NKE Nike, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 12, 2021	2,010	$127.11 - $155.95 $255K - $313K
PGX Invesco ETF Tr Ii Pfd ETF ETFs	Q2 2021 Filed on Aug 12, 2021	26,082	$14.87 - $15.32 $388K - $400K
COST Costco Wholesale Corp Consumer Defensive	Q2 2021 Filed on Aug 12, 2021	831	$354.94 - $398.79 $295K - $331K
CINF Cincinnati Financial Corp Financial Services	Q2 2021 Filed on Aug 12, 2021	2,943	$104.14 - $124.22 $306K - $366K
UL Unilever PLC Consumer Defensive	Q2 2021 Filed on Aug 12, 2021	5,973	$55.86 - $61.05 $334K - $365K
TT Trane Technologies PLC Industrials	Q2 2021 Filed on Aug 12, 2021	1,469	$165.44 - $187.54 $243K - $275K
ES Eversource Energy Utilities	Q2 2021 Filed on Aug 12, 2021	2,982	$78.74 - $90.58 $235K - $270K
MO Altria Group, Inc. Consumer Defensive	Q2 2021 Filed on Aug 12, 2021	4,135	$46.31 - $52.31 $191K - $216K
Blackrock Muniyield Invt Fd	Q2 2021 Filed on Aug 12, 2021	19,690	N/A
BDX Becton Dickinson & CO Healthcare	Q2 2021 Filed on Aug 12, 2021	832	$232.65 - $254.58 $194K - $212K
TNA Direxion Daily Small Cap Bull ETFs	Q2 2021 Filed on Aug 12, 2021	2,272	$77.87 - $102.51 $177K - $233K
VZ Verizon Communications Inc Communication Services	Q2 2021 Filed on Aug 12, 2021	37,876	$55.82 - $59.52 $2.11M - $2.25M
PNW Pinnacle West Capital Corp Utilities	Q2 2021 Filed on Aug 12, 2021	2,955	$81.05 - $88.12 $240K - $260K
SCHI Schwab Strategic Tr 5 10 Yr C ETFs	Q2 2021 Filed on Aug 12, 2021	7,521	$51.28 - $52.56 $386K - $395K
PFE Pfizer Inc Healthcare	Q2 2021 Filed on Aug 12, 2021	8,527	$35.91 - $40.68 $306K - $347K
NNN National Retail Properties, Inc. Real Estate	Q2 2021 Filed on Aug 12, 2021	6,637	$44.58 - $50.0 $296K - $332K
ADSK Autodesk, Inc. Technology	Q2 2021 Filed on Aug 12, 2021	7,972	$269.54 - $300.16 $2.15M - $2.39M
IPAC Ishares Tr Ishares Core Msci P ETFs	Q2 2021 Filed on Aug 12, 2021	12,921	$65.17 - $68.78 $842K - $889K
AGR Avangrid, Inc. Utilities	Q2 2021 Filed on Aug 12, 2021	7,219	$50.01 - $55.23 $361K - $399K
CCI Crown Castle International Corp Real Estate	Q2 2021 Filed on Aug 12, 2021	2,702	$174.46 - $200.24 $471K - $541K
PG Procter & Gamble CO Consumer Defensive	Q2 2021 Filed on Aug 12, 2021	2,764	$131.18 - $138.43 $363K - $383K
D Dominion Energy, Inc Utilities	Q2 2021 Filed on Aug 12, 2021	4,559	$73.51 - $80.37 $335K - $366K
HTA Healthcare Trust Of America, Inc. Real Estate	Q2 2021 Filed on Aug 12, 2021	8,806	$26.7 - $29.52 $235K - $260K
SO Southern CO Utilities	Q2 2021 Filed on Aug 12, 2021	3,844	$60.46 - $66.42 $232K - $255K
ICSH Blackrock Ultra Short Term Bon ETFs	Q2 2021 Filed on Aug 12, 2021	7,761	$50.49 - $50.53 $392K - $392K
T At&T Inc. Communication Services	Q2 2021 Filed on Aug 12, 2021	12,063	$21.64 - $24.65 $261K - $297K
STIP Ishares Barclays 0 5 Year Tips ETFs	Q1 2021 Filed on May 12, 2021	2,033	$104.53 - $105.92 $213K - $215K
ATVI Activision Blizzard, Inc. Communication Services	Q1 2021 Filed on May 12, 2021	2,284	$88.0 - $103.81 $201K - $237K
IEI Ishares Barclays 3 7 Yr Treas ETFs	Q1 2021 Filed on May 12, 2021	2,624	$129.89 - $133.02 $341K - $349K
EW Edwards Lifesciences Corp Healthcare	Q1 2021 Filed on May 12, 2021	2,315	$78.68 - $90.67 $182K - $210K
TYL Tyler Technologies Inc Technology	Q1 2021 Filed on May 12, 2021	470	$379.56 - $477.05 $178K - $224K
TDIV First Trust Nasdaq Technology ETFs	Q1 2021 Filed on May 12, 2021	4,403	$48.88 - $54.24 $215K - $239K
SHYG Ishares 0 5 Year High Yield CO ETFs	Q1 2021 Filed on May 12, 2021	5,391	$45.28 - $45.81 $244K - $247K
PAYC Paycom Software, Inc. Technology	Q1 2021 Filed on May 12, 2021	3,637	$348.69 - $441.13 $1.27M - $1.6M
CL Colgate Palmolive CO Consumer Defensive	Q1 2021 Filed on May 12, 2021	2,686	$74.44 - $84.52 $200K - $227K

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