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
$75.9B
$4.08 Million 0.56% of portfolio
42,372
Q1 2025 Reduced 0.86%
$0
$3.98 Million 0.55% of portfolio
42,464
Q1 2025 Reduced 85.51%
$96.3B
$3.96 Million 0.55% of portfolio
5,821
Q1 2025 Added 1.32%
$0
$3.95 Million 0.55% of portfolio
77,445
Q1 2025 Added 5.41%
$17.8B
$3.94 Million 0.54% of portfolio
11,901
Q1 2025 Added 16.65%
$33.9B
$3.85 Million 0.53% of portfolio
39,538
Q1 2025 Added 1.27%
$0
$3.86 Million 0.53% of portfolio
36,688
Q1 2025 Added 4.73%
$30.3B
$3.75 Million 0.52% of portfolio
65,455
Q1 2025 Added 42.02%
$0
$3.71 Million 0.51% of portfolio
6,624
Q1 2025 Added 0.99%
$38.4B
$3.7 Million 0.51% of portfolio
19,972
Q1 2025 Reduced 1.37%
$270B
$3.66 Million 0.5% of portfolio
33,728
Q1 2025 Added 0.37%
$17.5B
$3.6 Million 0.5% of portfolio
42,374
Q1 2025 Added 3.22%
$0
$3.65 Million 0.5% of portfolio
73,647
Q1 2025 Added 2.71%
$1.3T
$3.56 Million 0.49% of portfolio
6,176
Q1 2025 Added 478.82%
$166B
$3.57 Million 0.49% of portfolio
42,244
Q1 2025 Reduced 43.18%
$7.67B
$3.47 Million 0.48% of portfolio
65,076
Q1 2025 Added 5.05%
$490B
$3.32 Million 0.46% of portfolio
6,336
Q1 2025 Added 2.28%
$21.7B
$3.3 Million 0.45% of portfolio
20,577
Q1 2025 Added 4.07%
$12.3B
$3.22 Million 0.44% of portfolio
60,109
Q1 2025 Added 7.45%
$0
$3.13 Million 0.43% of portfolio
34,615
Q1 2025 Reduced 1.93%
$0
$3.07 Million 0.42% of portfolio
32,234
Q1 2025 Reduced 0.96%
$13.8B
$2.98 Million 0.41% of portfolio
28,470
Q1 2025 Added 5.82%
$720B
$2.95 Million 0.41% of portfolio
12,042
Q1 2025 Reduced 2.3%
$12.1B
$2.72 Million 0.37% of portfolio
69,235
Q1 2025 Added 3.65%
$36.1B
$2.69 Million 0.37% of portfolio
19,527
Q1 2025 Reduced 1.36%
$95B
$2.7 Million 0.37% of portfolio
11,655
Q1 2025 Added 0.38%
$2.51B
$2.67 Million 0.37% of portfolio
368,599
Q1 2025 Added 25.1%
$1.05B
$2.68 Million 0.37% of portfolio
81,379
Q1 2025 Added 36.52%
$377B
$2.63 Million 0.36% of portfolio
18,818
Q1 2025 Added 54.52%
$11.6B
$2.54 Million 0.35% of portfolio
7,832
Q1 2025 New
$96.3B
$2.51 Million 0.35% of portfolio
14,533
Q1 2025 Added 0.02%
$101B
$2.45 Million 0.34% of portfolio
11,253
Q1 2025 Added 1.83%
$15B
$2.4 Million 0.33% of portfolio
14,479
Q1 2025 Reduced 4.13%
$3.62B
$2.41 Million 0.33% of portfolio
82,108
Q1 2025 Added 60.73%
$145B
$2.36 Million 0.33% of portfolio
9,994
Q1 2025 Added 1.13%
$177B
$2.4 Million 0.33% of portfolio
12,323
Q1 2025 Added 1.71%
$45.4B
$2.22 Million 0.31% of portfolio
29,767
Q1 2025 Added 2.13%
$166B
$2.23 Million 0.31% of portfolio
21,677
Q1 2025 New
$174B
$2.12 Million 0.29% of portfolio
6,441
Q1 2025 Added 0.45%
$142B
$1.97 Million 0.27% of portfolio
9,324
Q1 2025 Added 1.57%
$951B
$1.86 Million 0.26% of portfolio
11,876
Q1 2025 Reduced 7.72%
$496B
$1.89 Million 0.26% of portfolio
15,901
Q1 2025 Added 1.2%
$0
$1.89 Million 0.26% of portfolio
4,020
Q1 2025 Reduced 1.49%
$238B
$1.89 Million 0.26% of portfolio
21,549
Q1 2025 Reduced 1.93%
$39.4B
$1.81 Million 0.25% of portfolio
14,634
Q1 2025 Added 0.16%
$2.38B
$1.67 Million 0.23% of portfolio
55,530
Q1 2025 Added 94.5%
$0
$1.48 Million 0.2% of portfolio
32,793
Q1 2025 Added 0.18%
$0
$1.24 Million 0.17% of portfolio
24,541
Q1 2025 Reduced 0.33%
$0
$1.16 Million 0.16% of portfolio
5,784
Q1 2025 Reduced 0.05%

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
Track This Portfolio

Track Insight Wealth Strategies, LLC Portfolio

Follow Insight Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email