Insight Wealth Strategies, LLC Portfolio Holdings

Insight Wealth Strategies, LLC

  • $725 Million
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$327B
$34.5 Million 4.76% of portfolio
206,458
Q1 2025 Added 2.71%
$0
$28.5 Million 3.93% of portfolio
377,142
Q1 2025 Added 18.66%
$0
$27.1 Million 3.74% of portfolio
300,901
Q1 2025 Added 14.37%
$0
$24.9 Million 3.44% of portfolio
261,912
Q1 2025 Added 1.52%
$0
$24.5 Million 3.38% of portfolio
793,921
Q1 2025 Added 16.94%
$0
$23.9 Million 3.3% of portfolio
140,884
Q1 2025 Reduced 4.95%
$0
$23.4 Million 3.23% of portfolio
718,863
Q1 2025 Added 18.37%
$0
$23.3 Million 3.21% of portfolio
738,185
Q1 2025 Reduced 3.3%
$0
$21.9 Million 3.02% of portfolio
438,327
Q1 2025 New
$0
$20.7 Million 2.85% of portfolio
426,495
Q1 2025 New
$0
$20.4 Million 2.82% of portfolio
221,372
Q1 2025 New
$0
$18.5 Million 2.55% of portfolio
365,615
Q1 2025 Added 21.94%
$0
$18.1 Million 2.5% of portfolio
876,214
Q1 2025 Added 25.92%
$0
$13.5 Million 1.87% of portfolio
343,616
Q1 2025 New
$0
$13 Million 1.8% of portfolio
140,419
Q1 2025 Reduced 59.12%
$0
$11.6 Million 1.6% of portfolio
91,139
Q1 2025 Reduced 5.57%
$0
$10.9 Million 1.5% of portfolio
230,917
Q1 2025 Added 99.08%
$0
$10.8 Million 1.49% of portfolio
128,760
Q1 2025 Added 1.17%
$0
$10.4 Million 1.43% of portfolio
119,616
Q1 2025 Reduced 2.17%
$0
$10.4 Million 1.43% of portfolio
79,383
Q1 2025 Added 24.22%
$0
$9.96 Million 1.37% of portfolio
88,045
Q1 2025 New
$0
$9.21 Million 1.27% of portfolio
187,183
Q1 2025 Reduced 10.94%
$0
$8.38 Million 1.16% of portfolio
37,537
Q1 2025 Added 8.07%
$3.57T
$8.22 Million 1.13% of portfolio
37,010
Q1 2025 Reduced 2.58%
$0
$8.14 Million 1.12% of portfolio
41,333
Q1 2025 Reduced 15.54%
$1.52B
$7.3 Million 1.01% of portfolio
56,955
Q1 2025 Reduced 1.25%
$0
$7.1 Million 0.98% of portfolio
65,429
Q1 2025 Reduced 75.16%
$201B
$6.22 Million 0.86% of portfolio
23,123
Q1 2025 Added 23.26%
$96.7B
$5.32 Million 0.73% of portfolio
7,905
Q1 2025 Reduced 6.12%
$1.94T
$5.14 Million 0.71% of portfolio
27,006
Q1 2025 Reduced 2.89%
$127B
$4.91 Million 0.68% of portfolio
16,055
Q1 2025 Added 0.36%
$2.8T
$4.75 Million 0.65% of portfolio
12,648
Q1 2025 Added 0.71%
$922B
$4.69 Million 0.65% of portfolio
30,375
Q1 2025 Reduced 4.05%
$167B
$4.62 Million 0.64% of portfolio
14,841
Q1 2025 Added 1.68%
$57.8B
$4.67 Million 0.64% of portfolio
20,161
Q1 2025 Reduced 2.75%
$85.3B
$4.61 Million 0.64% of portfolio
9,889
Q1 2025 Reduced 0.16%
$38B
$4.56 Million 0.63% of portfolio
60,740
Q1 2025 Added 1.06%
$35.1B
$4.54 Million 0.63% of portfolio
36,524
Q1 2025 Added 39.28%
$13.2B
$4.47 Million 0.62% of portfolio
22,709
Q1 2025 Added 12.66%
$35.5B
$4.48 Million 0.62% of portfolio
46,600
Q1 2025 Added 8.46%
$73.1B
$4.47 Million 0.62% of portfolio
10,207
Q1 2025 Added 1.42%
$90.5B
$4.41 Million 0.61% of portfolio
12,622
Q1 2025 Added 1.24%
$20.9B
$4.41 Million 0.61% of portfolio
21,479
Q1 2025 Reduced 0.11%
$25.1B
$4.32 Million 0.6% of portfolio
25,259
Q1 2025 Added 2.91%
$49.9B
$4.32 Million 0.6% of portfolio
4,370
Q1 2025 Added 0.97%
$375B
$4.25 Million 0.59% of portfolio
11,608
Q1 2025 Added 1.03%
$35B
$4.2 Million 0.58% of portfolio
9,992
Q1 2025 Reduced 1.03%
$67.8B
$4.18 Million 0.58% of portfolio
24,965
Q1 2025 Reduced 1.82%
$0
$4.05 Million 0.56% of portfolio
79,245
Q1 2025 Reduced 1.59%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $725 Million
  • Prior Value $740 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 03, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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