Insight Wealth Strategies, LLC has filed its 13F form on April 03, 2025 for Q1 2025 where it was disclosed a total value porftolio of $725 Million distributed in 158 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Chevron Corp with a value of $34.5M, Vanguard Lg Trm Corp Bd ETF with a value of $28.5M, Ishares Barclays 20+ Year Trea with a value of $27.1M, Ishares Barclays with a value of $24.9M, and Ishares Trust Ishares Pfd And with a value of $24.5M.
Examining the 13F form we can see an decrease of $15.3M in the current position value, from $740M to 725M.
Insight Wealth Strategies, LLC is based out at San Ramon, CA
Below you can find more details about Insight Wealth Strategies, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$725 Million
ETFs: $466 Million
Technology: $63.5 Million
Energy: $45.7 Million
Financial Services: $42.1 Million
Industrials: $36.8 Million
Healthcare: $24.1 Million
Consumer Defensive: $14.7 Million
Consumer Cyclical: $13.8 Million
Other: $18 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
