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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ORACLE CORP

ORCL|68389X105

Shares:18.8K

Value:$2.6M

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

COMFORT SYSTEMS USA INC

FIX|199908104

Shares:7.8K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$742.7M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:14.5K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$742.7M)

SM Energy Co

SM|78454L100

Shares:82.1K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$742.7M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:11.3K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$742.7M)

Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:14.5K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$742.7M)

UNION PACIFIC CORP

UNP|907818108

Shares:10.0K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$742.7M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:21.7K

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$742.7M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:29.8K

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$742.7M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:12.3K

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$742.7M)

CATERPILLAR INC

CAT|149123101

Shares:6.4K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$742.7M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:9.3K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$742.7M)

LINDE PLC

LIN|G54950103

Shares:4.1K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$742.7M)

Walmart Inc.

WMT|931142103

Shares:21.5K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$742.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:15.9K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$742.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:4.0K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$742.7M)

Alphabet Inc.

GOOG|02079K107

Shares:11.9K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$742.7M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:14.6K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$742.7M)

NORTHERN OIL & GAS, INC.

NOG|665531307

Shares:55.5K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$742.7M)

97717Y790

Shares:32.8K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$742.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ORACLE CORP(ORCLcusip68389X105)	18.8K	QoQ +54.52% (+6.6K) YoY +38.51% (+5.2K)	All Managers (Combined)	$2.6M	0.4% ($2.6M/$742.7M)	QoQ +29.64% (+$601.6K) YoY +54.16% (+$924.3K)
COMFORT SYSTEMS USA INC(FIXcusip199908104)	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$742.7M)	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	14.5K	QoQ +0.02% (+3) YoY -4.80% (-733)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$742.7M)	QoQ +15.78% (+$341.8K) YoY +19.48% (-$408.9K)
SM Energy Co(SMcusip78454L100)	82.1K	QoQ +60.73% (+31.0K) YoY +88.06% (+38.4K)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$742.7M)	QoQ +24.19% (+$479.1K) YoY +12.99% (+$282.7K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	11.3K	QoQ +1.82% (+202) YoY +13.40% (+1.3K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$742.7M)	QoQ +20.81% (+$421.8K) YoY +24.89% (+$488.1K)
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	14.5K	QoQ -4.12% (-623) YoY -22.01% (-4.1K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$742.7M)	QoQ -10.13% (-$270.5K) YoY +15.60% (-$323.6K)
UNION PACIFIC CORP(UNPcusip907818108)	10.0K	QoQ +1.13% (+112) YoY +16.72% (+1.4K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$742.7M)	QoQ +4.76% (+$107.4K) YoY +12.12% (+$255.3K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	21.7K	QoQ NEW(+21.7K) YoY +136.49% (+12.5K)	All Managers (Combined)	$2.2M	0.3% ($2.2M/$742.7M)	QoQ NEW(+$2.2M) YoY +34.61% (+$572.7K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	29.8K	QoQ +2.13% (-621) YoY -1.31% (-398)	All Managers (Combined)	$2.2M	0.3% ($2.2M/$742.7M)	QoQ -5.56% (-$131.1K) YoY -0.65% (-$14.6K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	12.3K	QoQ +1.70% (-207) YoY +14.02% (+1.5K)	All Managers (Combined)	$2.2M	0.3% ($2.2M/$742.7M)	QoQ -2.52% (-$57.4K) YoY +17.62% (+$331.8K)
CATERPILLAR INC(CATcusip149123101)	6.4K	QoQ +0.45% (-29) YoY +10.61% (-618)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$742.7M)	QoQ -8.67% (-$201.7K) YoY -0.44% (-$9.5K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	9.3K	QoQ +1.56% (-144) YoY +12.79% (+1.1K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$742.7M)	QoQ -4.79% (-$99.5K) YoY +16.37% (+$277.7K)
LINDE PLC(LINcusipG54950103)	4.1K	QoQ +1.35% (+55) YoY +10.10% (+378)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$742.7M)	QoQ +12.70% (+$216.3K) YoY +10.40% (+$180.9K)
Walmart Inc.(WMTcusip931142103)	21.5K	QoQ -1.92% (-423) YoY -15.30% (-3.9K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$742.7M)	QoQ -4.70% (-$93.4K) YoY +23.58% (-$361.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	15.9K	QoQ +1.20% (+189) YoY +5.71% (+860)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$742.7M)	QoQ +11.89% (+$201.0K) YoY +8.16% (+$142.8K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	4.0K	QoQ -1.49% (-61) YoY -17.95% (-880)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$742.7M)	QoQ -9.64% (-$201.3K) YoY -13.34% (-$290.3K)
Alphabet Inc.(GOOGcusip02079K107)	11.9K	QoQ -7.71% (-993) YoY +139.72% (+6.9K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$742.7M)	QoQ -24.29% (-$595.4K) YoY +145.97% (+$1.1M)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	14.6K	QoQ +0.15% (+23) YoY -0.96% (-142)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$742.7M)	QoQ +13.27% (+$212.2K) YoY +18.91% (-$288.0K)
NORTHERN OIL & GAS, INC.(NOGcusip665531307)	55.5K	QoQ +94.50% (+27.0K) YoY +109.70% (+29.1K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$742.7M)	QoQ +58.23% (+$617.8K) YoY +59.76% (+$628.0K)
(cusip97717Y790)✕	32.8K	QoQ +0.18% (-59) YoY +14.83% (+4.2K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$742.7M)	QoQ -2.77% (-$42.5K) YoY +23.21% (+$279.9K)