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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NVIDIA CORP

NVDA|67066G104

Shares:33.7K

Value:$3.7M

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

922907746

VTEB|922907746

Shares:73.6K

Value:$3.7M

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

Seagate Technology Holdings plc

STX|G7997R103

Shares:42.4K

Value:$3.6M

% of Portfolio:0.5% ($3.6M/$742.7M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:42.2K

Value:$3.6M

% of Portfolio:0.5% ($3.6M/$742.7M)

Meta Platforms, Inc.

META|30303M102

Shares:6.2K

Value:$3.6M

% of Portfolio:0.5% ($3.6M/$742.7M)

852234103

Shares:65.5K

Value:$3.6M

% of Portfolio:0.5% ($3.6M/$742.7M)

Lamb Weston Holdings, Inc.

LW|513272104

Shares:65.1K

Value:$3.5M

% of Portfolio:0.5% ($3.5M/$742.7M)

Accenture plc

ACN|G1151C101

Shares:10.9K

Value:$3.4M

% of Portfolio:0.5% ($3.4M/$742.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:6.3K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$742.7M)

CDW Corp

CDW|12514G108

Shares:20.6K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$742.7M)

Jefferies Financial Group Inc.

JEF|47233W109

Shares:60.1K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$742.7M)

464288281

Shares:34.6K

Value:$3.1M

% of Portfolio:0.4% ($3.1M/$742.7M)

78468R622

Shares:32.2K

Value:$3.1M

% of Portfolio:0.4% ($3.1M/$742.7M)

Booz Allen Hamilton Holding Corp

BAH|099502106

Shares:28.5K

Value:$3.0M

% of Portfolio:0.4% ($3.0M/$742.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:12.0K

Value:$3.0M

% of Portfolio:0.4% ($3.0M/$742.7M)

OLD REPUBLIC INTERNATIONAL CORP

ORI|680223104

Shares:69.2K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$742.7M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:11.7K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$742.7M)

Payoneer Global Inc.

PAYO|70451X104

Shares:368.6K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$742.7M)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:19.5K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$742.7M)

Blue Bird Corp

BLBD|095306106

Shares:81.4K

Value:$2.6M

% of Portfolio:0.4% ($2.6M/$742.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	33.7K	QoQ +0.37% (-126) YoY +703.43% (-29.5K)	All Managers (Combined)	$3.7M	0.5% ($3.7M/$742.7M)	QoQ -18.99% (-$857.0K) YoY -3.62% (-$137.7K)
(VTEBcusip922907746)	73.6K	QoQ +2.71% (+1.9K) YoY +19.44% (+12.0K)	All Managers (Combined)	$3.7M	0.5% ($3.7M/$742.7M)	QoQ +1.66% (+$59.9K) YoY +17.12% (+$534.4K)
Seagate Technology Holdings plc(STXcusipG7997R103)	42.4K	QoQ +3.21% (+1.3K) YoY NEW(+42.4K)	All Managers (Combined)	$3.6M	0.5% ($3.6M/$742.7M)	QoQ +1.58% (+$56.3K) YoY NEW(+$3.6M)
Palantir Technologies Inc.(PLTRcusip69608A108)	42.2K	QoQ -43.18% (-32.1K) YoY -55.47% (-52.6K)	All Managers (Combined)	$3.6M	0.5% ($3.6M/$742.7M)	QoQ -36.59% (-$2.1M) YoY +63.31% (-$1.4M)
Meta Platforms, Inc.(METAcusip30303M102)	6.2K	QoQ +478.81% (+5.1K) YoY +551.47% (+5.2K)	All Managers (Combined)	$3.6M	0.5% ($3.6M/$742.7M)	QoQ +469.51% (+$2.9M) YoY +673.29% (+$3.1M)
(cusip852234103)✕	65.5K	QoQ +42.01% (-19.4K) YoY NEW(+65.5K)	All Managers (Combined)	$3.6M	0.5% ($3.6M/$742.7M)	QoQ -9.21% (-$360.9K) YoY NEW(+$3.6M)
Lamb Weston Holdings, Inc.(LWcusip513272104)	65.1K	QoQ +5.04% (-3.1K) YoY +71.62% (-27.2K)	All Managers (Combined)	$3.5M	0.5% ($3.5M/$742.7M)	QoQ -16.21% (-$671.5K) YoY -14.12% (-$570.7K)
Accenture plc(ACNcusipG1151C101)	10.9K	QoQ +2.99% (-317) YoY +97.59% (+5.4K)	All Managers (Combined)	$3.4M	0.5% ($3.4M/$742.7M)	QoQ -8.64% (-$322.5K) YoY +77.87% (+$1.5M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	6.3K	QoQ +2.27% (+141) YoY +2.54% (+157)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$742.7M)	QoQ +5.89% (+$184.8K) YoY +8.56% (+$261.8K)
CDW Corp(CDWcusip12514G108)	20.6K	QoQ +4.07% (-805) YoY +33.59% (-5.2K)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$742.7M)	QoQ -4.17% (-$143.6K) YoY -16.30% (-$642.2K)
Jefferies Financial Group Inc.(JEFcusip47233W109)	60.1K	QoQ +7.44% (-4.2K) YoY NEW(+60.1K)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$742.7M)	QoQ -26.58% (-$1.2M) YoY NEW(+$3.2M)
(cusip464288281)✕	34.6K	QoQ -1.93% (-683) YoY -8.95% (-3.4K)	All Managers (Combined)	$3.1M	0.4% ($3.1M/$742.7M)	QoQ -0.22% (-$7.2K) YoY -8.02% (-$273.6K)
(cusip78468R622)✕	32.2K	QoQ -0.96% (-314) YoY -6.83% (-2.4K)	All Managers (Combined)	$3.1M	0.4% ($3.1M/$742.7M)	QoQ -1.14% (-$35.5K) YoY -6.73% (-$221.8K)
Booz Allen Hamilton Holding Corp(BAHcusip099502106)	28.5K	QoQ +5.82% (-1.6K) YoY NEW(+28.5K)	All Managers (Combined)	$3.0M	0.4% ($3.0M/$742.7M)	QoQ -14.00% (-$485.0K) YoY NEW(+$3.0M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	12.0K	QoQ -2.30% (-284) YoY +0.08% (+10)	All Managers (Combined)	$3.0M	0.4% ($3.0M/$742.7M)	QoQ -0.02% (-$742) YoY +22.56% (+$543.8K)
OLD REPUBLIC INTERNATIONAL CORP(ORIcusip680223104)	69.2K	QoQ +3.65% (+2.4K) YoY +2.70% (+1.8K)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$742.7M)	QoQ +12.33% (+$298.1K) YoY +31.12% (+$644.5K)
WASTE MANAGEMENT INC(WMcusip94106L109)	11.7K	QoQ +0.37% (+44) YoY +7.45% (+809)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$742.7M)	QoQ +15.16% (+$355.2K) YoY +16.71% (+$386.4K)
Payoneer Global Inc.(PAYOcusip70451X104)	368.6K	QoQ +25.09% (-73.9K) YoY +3.34% (+11.9K)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$742.7M)	QoQ -8.91% (-$263.8K) YoY +55.44% (+$961.1K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	19.5K	QoQ -1.35% (-269) YoY +8.09% (+1.5K)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$742.7M)	QoQ +14.90% (-$349.0K) YoY +33.08% (+$668.8K)
Blue Bird Corp(BLBDcusip095306106)	81.4K	QoQ +36.51% (+21.8K) YoY NEW(+81.4K)	All Managers (Combined)	$2.6M	0.4% ($2.6M/$742.7M)	QoQ +14.39% (+$331.5K) YoY NEW(+$2.6M)