Insight-Wealth-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ACN",
  "JEF",
  null,
  "GOOGL",
  "AXP",
  "GLTR",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  null,
  "BLBD",
  null,
  "IBKR",
  null,
  "HON",
  "HD",
  null,
  "UNP",
  "HUBB",
  "GSIE",
  null,
  "ICE",
  null,
  "MUB",
  "META",
  null,
  "VMO",
  "OIA",
  null,
  null,
  "PAYO",
  "IVW",
  "RELL",
  null,
  null,
  null,
  null,
  "LRCX",
  "LIN",
  null,
  null,
  "MSFT",
  "FIS",
  "GE",
  "HIG",
  null,
  "PCAR",
  "HSY",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  null,
  null,
  "IWF",
  null,
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "NVDA",
  "LDOS",
  "PLTR",
  null,
  "AMGN",
  null,
  null,
  "IEFA",
  null,
  null,
  "SHW",
  "STX",
  "SPYG",
  "AMT",
  null,
  null,
  "TXN",
  "TJX",
  "SM",
  null,
  null,
  null,
  "VIG",
  "TRGP",
  "IEF",
  null,
  null,
  "VYM",
  null,
  "MLI",
  "ACGL",
  "AMD",
  "WEC",
  "WM",
  "FTNT",
  "CAH",
  "IESC",
  null,
  "IDXX",
  "VIGI",
  "AMZN",
  "MSI",
  "NEA",
  null,
  null,
  null,
  null,
  "RGA",
  "VUG",
  null,
  "VTEB",
  "VOO",
  "V",
  "WMT",
  "IUSG",
  "NOG",
  "DVY",
  "LW",
  "SYY",
  "ORI",
  "MTUM",
  "DGRO",
  "MCK",
  "GWW",
  null,
  "ADP",
  "BAC",
  "BRK-B",
  "BIO",
  null,
  null,
  "BAH",
  null,
  "CDW",
  "CVX",
  "LNG",
  "CTAS",
  "KO",
  "FIX",
  null,
  "EFA",
  "MCO",
  "USMV",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "TSLA",
  "NFLX",
  null,
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-03
Total Holdings: 158
Total Value: 742740878
Accession Number: 0001749914-25-000003
Form Type: 13F-HR
CIK: insight-wealth-strategies
Manager Name: Insight-Wealth-Strategies

Data Enrichment

70% identified

111 identified47 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

158 positions • $742.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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025072877

Shares:119.6K

Value:$10.4M

% of Portfolio:1.4% ($10.4M/$742.7M)

46137V464

Shares:88.0K

Value:$10.0M

% of Portfolio:1.3% ($10.0M/$742.7M)

81369Y605

Shares:187.2K

Value:$9.3M

% of Portfolio:1.3% ($9.3M/$742.7M)

33733E302

Shares:37.5K

Value:$8.3M

% of Portfolio:1.1% ($8.3M/$742.7M)

Apple Inc.

AAPL|037833100

Shares:37.0K

Value:$8.2M

% of Portfolio:1.1% ($8.2M/$742.7M)

81369Y407

Shares:41.3K

Value:$8.2M

% of Portfolio:1.1% ($8.2M/$742.7M)

LAM RESEARCH CORP

LRCX|512807306

Shares:105.8K

Value:$7.7M

% of Portfolio:1.0% ($7.7M/$742.7M)

abrdn Precious Metals Basket ETF Trust

GLTR|003263100

Shares:57.0K

Value:$7.4M

% of Portfolio:1.0% ($7.4M/$742.7M)

464287242

Shares:65.4K

Value:$7.1M

% of Portfolio:1.0% ($7.1M/$742.7M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:23.1K

Value:$6.2M

% of Portfolio:0.8% ($6.2M/$742.7M)

03073E105

Shares:20.0K

Value:$5.6M

% of Portfolio:0.7% ($5.6M/$742.7M)

MCKESSON CORP

MCK|58155Q103

Shares:7.9K

Value:$5.3M

% of Portfolio:0.7% ($5.3M/$742.7M)

AMAZON COM INC

AMZN|023135106

Shares:27.0K

Value:$5.1M

% of Portfolio:0.7% ($5.1M/$742.7M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:16.1K

Value:$4.9M

% of Portfolio:0.7% ($4.9M/$742.7M)

MICROSOFT CORP

MSFT|594918104

Shares:12.6K

Value:$4.7M

% of Portfolio:0.6% ($4.7M/$742.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:30.4K

Value:$4.7M

% of Portfolio:0.6% ($4.7M/$742.7M)

Cheniere Energy, Inc.

LNG|16411R208

Shares:20.2K

Value:$4.7M

% of Portfolio:0.6% ($4.7M/$742.7M)

AMGEN INC

AMGN|031162100

Shares:14.8K

Value:$4.6M

% of Portfolio:0.6% ($4.6M/$742.7M)

MOODYS CORP /DE/

MCO|615369105

Shares:9.9K

Value:$4.6M

% of Portfolio:0.6% ($4.6M/$742.7M)

SYSCO CORP

SYY|871829107

Shares:60.7K

Value:$4.6M

% of Portfolio:0.6% ($4.6M/$742.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip025072877)✕	119.6K	QoQ -2.16% (-2.7K) YoY +3.27% (-3.8K)	All Managers (Combined)	$10.4M	1.4% ($10.4M/$742.7M)	QoQ -11.65% (-$1.4M) YoY -3.93% (-$427.2K)
(cusip46137V464)✕	88.0K	QoQ NEW(+88.0K) YoY NEW(+88.0K)	All Managers (Combined)	$10.0M	1.3% ($10.0M/$742.7M)	QoQ NEW(+$10.0M) YoY NEW(+$10.0M)
(cusip81369Y605)✕	187.2K	QoQ -10.93% (-23.0K) YoY NEW(+187.2K)	All Managers (Combined)	$9.3M	1.3% ($9.3M/$742.7M)	QoQ -8.21% (-$833.9K) YoY NEW(+$9.3M)
(cusip33733E302)✕	37.5K	QoQ +8.06% (-2.8K) YoY NEW(+37.5K)	All Managers (Combined)	$8.3M	1.1% ($8.3M/$742.7M)	QoQ -1.27% (-$107.4K) YoY NEW(+$8.3M)
Apple Inc.(AAPLcusip037833100)	37.0K	QoQ -2.58% (-981) YoY -38.50% (-23.2K)	All Managers (Combined)	$8.2M	1.1% ($8.2M/$742.7M)	QoQ -13.58% (-$1.3M) YoY -20.34% (-$2.1M)
(cusip81369Y407)✕	41.3K	QoQ -15.54% (-7.6K) YoY NEW(+41.3K)	All Managers (Combined)	$8.2M	1.1% ($8.2M/$742.7M)	QoQ -25.66% (-$2.8M) YoY NEW(+$8.2M)
LAM RESEARCH CORP(LRCXcusip512807306)	105.8K	QoQ NEW(+105.8K) YoY NEW(+105.8K)	All Managers (Combined)	$7.7M	1.0% ($7.7M/$742.7M)	QoQ NEW(+$7.7M) YoY NEW(+$7.7M)
abrdn Precious Metals Basket ETF Trust(GLTRcusip003263100)	57.0K	QoQ -1.25% (-723) YoY NEW(+57.0K)	All Managers (Combined)	$7.4M	1.0% ($7.4M/$742.7M)	QoQ +16.43% (-$1.0M) YoY NEW(+$7.4M)
(cusip464287242)✕	65.4K	QoQ -75.15% (-198.0K) YoY -74.41% (-190.3K)	All Managers (Combined)	$7.1M	1.0% ($7.1M/$742.7M)	QoQ -74.72% (-$21.0M) YoY -74.47% (-$20.7M)
AMERICAN EXPRESS CO(AXPcusip025816109)	23.1K	QoQ +23.26% (+4.4K) YoY +21.39% (+4.1K)	All Managers (Combined)	$6.2M	0.8% ($6.2M/$742.7M)	QoQ +11.74% (+$653.8K) YoY +43.45% (+$1.9M)
(cusip03073E105)✕	20.0K	QoQ -1.36% (-277) YoY +132.31% (+11.4K)	All Managers (Combined)	$5.6M	0.7% ($5.6M/$742.7M)	QoQ +22.07% (-$1.0M) YoY +165.86% (+$3.5M)
MCKESSON CORP(MCKcusip58155Q103)	7.9K	QoQ -6.11% (-515) YoY +95.32% (+3.9K)	All Managers (Combined)	$5.3M	0.7% ($5.3M/$742.7M)	QoQ +10.86% (-$521.6K) YoY +144.87% (+$3.1M)
AMAZON COM INC(AMZNcusip023135106)	27.0K	QoQ -2.89% (-805) YoY -0.51% (-141)	All Managers (Combined)	$5.1M	0.7% ($5.1M/$742.7M)	QoQ -15.78% (-$963.3K) YoY +4.92% (-$241.4K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	16.1K	QoQ +0.36% (+58) YoY NEW(+16.1K)	All Managers (Combined)	$4.9M	0.7% ($4.9M/$742.7M)	QoQ +4.75% (+$222.6K) YoY NEW(+$4.9M)
MICROSOFT CORP(MSFTcusip594918104)	12.6K	QoQ +0.70% (-89) YoY +8.64% (-1.0K)	All Managers (Combined)	$4.7M	0.6% ($4.7M/$742.7M)	QoQ -10.30% (-$545.7K) YoY -3.06% (-$150.0K)
Alphabet Inc.(GOOGLcusip02079K305)	30.4K	QoQ -4.05% (-1.3K) YoY +28.62% (+6.8K)	All Managers (Combined)	$4.7M	0.6% ($4.7M/$742.7M)	QoQ -21.61% (-$1.3M) YoY +31.78% (+$1.1M)
Cheniere Energy, Inc.(LNGcusip16411R208)	20.2K	QoQ -2.75% (-571) YoY NEW(+20.2K)	All Managers (Combined)	$4.7M	0.6% ($4.7M/$742.7M)	QoQ +4.72% (-$210.5K) YoY NEW(+$4.7M)
AMGEN INC(AMGNcusip031162100)	14.8K	QoQ +1.67% (+245) YoY NEW(+14.8K)	All Managers (Combined)	$4.6M	0.6% ($4.6M/$742.7M)	QoQ +21.54% (+$819.4K) YoY NEW(+$4.6M)
MOODYS CORP /DE/(MCOcusip615369105)	9.9K	QoQ -0.16% (-16) YoY +3.06% (+294)	All Managers (Combined)	$4.6M	0.6% ($4.6M/$742.7M)	QoQ -1.78% (-$83.5K) YoY +22.11% (+$833.9K)
SYSCO CORP(SYYcusip871829107)	60.7K	QoQ +1.05% (-637) YoY -18.65% (-13.9K)	All Managers (Combined)	$4.6M	0.6% ($4.6M/$742.7M)	QoQ -0.81% (-$37.6K) YoY -24.80% (-$1.5M)