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

Page 3 of 8

Sort by:

BROWN & BROWN, INC.

BRO|115236101

Shares:36.5K

Value:$4.5M

% of Portfolio:0.6% ($4.5M/$742.7M)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:46.6K

Value:$4.5M

% of Portfolio:0.6% ($4.5M/$742.7M)

REINSURANCE GROUP OF AMERICA INC

RGA|759351604

Shares:22.7K

Value:$4.5M

% of Portfolio:0.6% ($4.5M/$742.7M)

Motorola Solutions, Inc.

MSI|620076307

Shares:10.2K

Value:$4.5M

% of Portfolio:0.6% ($4.5M/$742.7M)

CINTAS CORP

CTAS|172908105

Shares:21.5K

Value:$4.4M

% of Portfolio:0.6% ($4.4M/$742.7M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:12.6K

Value:$4.4M

% of Portfolio:0.6% ($4.4M/$742.7M)

HERSHEY CO

HSY|427866108

Shares:25.3K

Value:$4.3M

% of Portfolio:0.6% ($4.3M/$742.7M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:4.4K

Value:$4.3M

% of Portfolio:0.6% ($4.3M/$742.7M)

HOME DEPOT, INC.

HD|437076102

Shares:11.6K

Value:$4.3M

% of Portfolio:0.6% ($4.3M/$742.7M)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:10.0K

Value:$4.2M

% of Portfolio:0.6% ($4.2M/$742.7M)

Broadcom Inc.

AVGO|11135F101

Shares:25.0K

Value:$4.2M

% of Portfolio:0.6% ($4.2M/$742.7M)

Fortinet, Inc.

FTNT|34959E109

Shares:42.4K

Value:$4.1M

% of Portfolio:0.5% ($4.1M/$742.7M)

46429B655

Shares:79.2K

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$742.7M)

464288588

Shares:42.5K

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$742.7M)

92189H409

Shares:77.4K

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$742.7M)

KLA CORP

KLAC|482480100

Shares:5.8K

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$742.7M)

HUBBELL INC

HUBB|443510607

Shares:11.9K

Value:$3.9M

% of Portfolio:0.5% ($3.9M/$742.7M)

464288414

MUB|464288414

Shares:36.7K

Value:$3.9M

% of Portfolio:0.5% ($3.9M/$742.7M)

PACCAR INC

PCAR|693718108

Shares:39.5K

Value:$3.8M

% of Portfolio:0.5% ($3.8M/$742.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:6.6K

Value:$3.7M

% of Portfolio:0.5% ($3.7M/$742.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BROWN & BROWN, INC.(BROcusip115236101)	36.5K	QoQ +39.28% (+10.3K) YoY +32.47% (+9.0K)	All Managers (Combined)	$4.5M	0.6% ($4.5M/$742.7M)	QoQ +69.84% (+$1.9M) YoY +88.25% (+$2.1M)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	46.6K	QoQ +8.46% (+3.6K) YoY +85.93% (+21.5K)	All Managers (Combined)	$4.5M	0.6% ($4.5M/$742.7M)	QoQ +12.95% (+$514.2K) YoY +93.46% (+$2.2M)
REINSURANCE GROUP OF AMERICA INC(RGAcusip759351604)	22.7K	QoQ +12.65% (+2.6K) YoY NEW(+22.7K)	All Managers (Combined)	$4.5M	0.6% ($4.5M/$742.7M)	QoQ +3.83% (+$165.1K) YoY NEW(+$4.5M)
Motorola Solutions, Inc.(MSIcusip620076307)	10.2K	QoQ +1.42% (-143) YoY -8.24% (-917)	All Managers (Combined)	$4.5M	0.6% ($4.5M/$742.7M)	QoQ -3.93% (-$182.8K) YoY +13.16% (-$520.0K)
CINTAS CORP(CTAScusip172908105)	21.5K	QoQ -0.10% (-23) YoY NEW(+21.5K)	All Managers (Combined)	$4.4M	0.6% ($4.4M/$742.7M)	QoQ +12.37% (-$486.2K) YoY NEW(+$4.4M)
SHERWIN WILLIAMS CO(SHWcusip824348106)	12.6K	QoQ +1.23% (+154) YoY +10.66% (+1.2K)	All Managers (Combined)	$4.4M	0.6% ($4.4M/$742.7M)	QoQ +3.99% (+$169.3K) YoY +11.25% (+$445.9K)
HERSHEY CO(HSYcusip427866108)	25.3K	QoQ +2.90% (+714) YoY +150.70% (+15.2K)	All Managers (Combined)	$4.3M	0.6% ($4.3M/$742.7M)	QoQ +3.92% (+$163.3K) YoY +120.45% (+$2.4M)
W.W. GRAINGER, INC.(GWWcusip384802104)	4.4K	QoQ +0.97% (-42) YoY +20.48% (+743)	All Managers (Combined)	$4.3M	0.6% ($4.3M/$742.7M)	QoQ -5.36% (-$244.9K) YoY +16.99% (+$627.1K)
HOME DEPOT, INC.(HDcusip437076102)	11.6K	QoQ +1.02% (-118) YoY +11.71% (+1.2K)	All Managers (Combined)	$4.3M	0.6% ($4.3M/$742.7M)	QoQ -4.81% (-$215.3K) YoY +6.72% (+$268.0K)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	10.0K	QoQ -1.03% (-104) YoY +259.03% (+7.2K)	All Managers (Combined)	$4.2M	0.6% ($4.2M/$742.7M)	QoQ +0.52% (-$22.1K) YoY +179.21% (+$2.7M)
Broadcom Inc.(AVGOcusip11135F101)	25.0K	QoQ -1.81% (-462) YoY +745.12% (+22.0K)	All Managers (Combined)	$4.2M	0.6% ($4.2M/$742.7M)	QoQ -29.09% (-$1.7M) YoY +6.74% (+$264.3K)
Fortinet, Inc.(FTNTcusip34959E109)	42.4K	QoQ -0.86% (-369) YoY +93.65% (+20.5K)	All Managers (Combined)	$4.1M	0.5% ($4.1M/$742.7M)	QoQ +1.00% (-$40.6K) YoY +172.89% (+$2.6M)
(cusip46429B655)✕	79.2K	QoQ -1.59% (-1.3K) YoY +18.94% (+12.6K)	All Managers (Combined)	$4.0M	0.5% ($4.0M/$742.7M)	QoQ -1.26% (-$51.8K) YoY +18.92% (+$643.8K)
(cusip464288588)✕	42.5K	QoQ -85.51% (-250.7K) YoY +15.10% (+5.6K)	All Managers (Combined)	$4.0M	0.5% ($4.0M/$742.7M)	QoQ -85.18% (-$22.9M) YoY +16.79% (+$572.8K)
(cusip92189H409)✕	77.4K	QoQ +5.41% (+4.0K) YoY +0.84% (-648)	All Managers (Combined)	$4.0M	0.5% ($4.0M/$742.7M)	QoQ +3.92% (+$149.9K) YoY -1.24% (-$49.8K)
KLA CORP(KLACcusip482480100)	5.8K	QoQ +1.32% (+76) YoY +17.69% (+875)	All Managers (Combined)	$4.0M	0.5% ($4.0M/$742.7M)	QoQ +9.30% (+$336.9K) YoY +14.52% (+$501.7K)
HUBBELL INC(HUBBcusip443510607)	11.9K	QoQ +16.65% (-1.7K) YoY NEW(+11.9K)	All Managers (Combined)	$3.9M	0.5% ($3.9M/$742.7M)	QoQ -7.84% (-$335.1K) YoY NEW(+$3.9M)
(MUBcusip464288414)	36.7K	QoQ +4.73% (+1.7K) YoY +15.25% (+4.9K)	All Managers (Combined)	$3.9M	0.5% ($3.9M/$742.7M)	QoQ +3.64% (+$135.9K) YoY +12.94% (+$443.4K)
PACCAR INC(PCARcusip693718108)	39.5K	QoQ +1.27% (-497) YoY +128.92% (+22.3K)	All Managers (Combined)	$3.8M	0.5% ($3.8M/$742.7M)	QoQ -5.20% (-$211.2K) YoY +79.92% (+$1.7M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	6.6K	QoQ +0.99% (-65) YoY +54.47% (+2.3K)	All Managers (Combined)	$3.7M	0.5% ($3.7M/$742.7M)	QoQ -3.60% (-$138.5K) YoY +65.19% (+$1.5M)