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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33739N108

Shares:24.5K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$742.7M)

46432F396

MTUM|46432F396

Shares:5.8K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$742.7M)

69344A834

Shares:20.8K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$742.7M)

464287200

IVV|464287200

Shares:1.7K

Value:$969.6K

% of Portfolio:0.1% ($969.6K/$742.7M)

78464A359

Shares:11.5K

Value:$883.3K

% of Portfolio:0.1% ($883.3K/$742.7M)

316188309

Shares:17.2K

Value:$786.8K

% of Portfolio:0.1% ($786.8K/$742.7M)

Tesla, Inc.

TSLA|88160R101

Shares:2.9K

Value:$742.0K

% of Portfolio:0.1% ($742.0K/$742.7M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:6.1K

Value:$741.4K

% of Portfolio:0.1% ($741.4K/$742.7M)

46434V621

DGRO|46434V621

Shares:12.0K

Value:$738.3K

% of Portfolio:0.1% ($738.3K/$742.7M)

464287614

IWF|464287614

Shares:2.0K

Value:$735.8K

% of Portfolio:0.1% ($735.8K/$742.7M)

464287671

IUSG|464287671

Shares:5.7K

Value:$728.3K

% of Portfolio:0.1% ($728.3K/$742.7M)

464287804

IJR|464287804

Shares:6.4K

Value:$665.8K

% of Portfolio:0.1% ($665.8K/$742.7M)

VISA INC.

V|92826C839

Shares:1.8K

Value:$645.2K

% of Portfolio:0.1% ($645.2K/$742.7M)

921946810

VIGI|921946810

Shares:7.6K

Value:$631.4K

% of Portfolio:0.1% ($631.4K/$742.7M)

NETFLIX INC

NFLX|64110L106

Shares:652

Value:$608.0K

% of Portfolio:0.1% ($608.0K/$742.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.1K

Value:$587.7K

% of Portfolio:0.1% ($587.7K/$742.7M)

464287465

EFA|464287465

Shares:7.2K

Value:$584.9K

% of Portfolio:0.1% ($584.9K/$742.7M)

89834G760

Shares:26.9K

Value:$581.0K

% of Portfolio:0.1% ($581.0K/$742.7M)

922908363

VOO|922908363

Shares:1.1K

Value:$573.8K

% of Portfolio:0.1% ($573.8K/$742.7M)

78464A284

Shares:19.7K

Value:$497.1K

% of Portfolio:0.1% ($497.1K/$742.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33739N108)✕	24.5K	QoQ -0.33% (-82) YoY -26.62% (-8.9K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$742.7M)	QoQ -1.48% (-$18.6K) YoY -27.96% (-$480.3K)
(MTUMcusip46432F396)	5.8K	QoQ -0.05% (-3) YoY -95.66% (-127.7K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$742.7M)	QoQ -2.36% (-$28.4K) YoY -95.32% (-$23.8M)
(cusip69344A834)✕	20.8K	QoQ +142.15% (+12.2K) YoY NEW(+20.8K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$742.7M)	QoQ +142.67% (+$627.3K) YoY NEW(+$1.1M)
(IVVcusip464287200)	1.7K	QoQ +0.99% (-17) YoY +17.17% (+253)	All Managers (Combined)	$969.6K	0.1% ($969.6K/$742.7M)	QoQ -3.64% (-$36.7K) YoY +25.21% (+$195.2K)
(cusip78464A359)✕	11.5K	QoQ +0.21% (-25) YoY +0.63% (+73)	All Managers (Combined)	$883.3K	0.1% ($883.3K/$742.7M)	QoQ -1.41% (-$12.7K) YoY +5.56% (+$46.5K)
(cusip316188309)✕	17.2K	QoQ +5.63% (+919) YoY +19.22% (+2.8K)	All Managers (Combined)	$786.8K	0.1% ($786.8K/$742.7M)	QoQ +7.46% (+$54.7K) YoY +20.11% (+$131.8K)
Tesla, Inc.(TSLAcusip88160R101)	2.9K	QoQ +5.25% (-143) YoY +5.99% (+162)	All Managers (Combined)	$742.0K	0.1% ($742.0K/$742.7M)	QoQ -32.45% (-$356.5K) YoY +56.26% (+$267.2K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	6.1K	QoQ -1.61% (-100) YoY -77.24% (-20.7K)	All Managers (Combined)	$741.4K	0.1% ($741.4K/$742.7M)	QoQ -0.80% (-$6.0K) YoY -72.67% (-$2.0M)
(DGROcusip46434V621)	12.0K	QoQ -1.01% (-123) YoY -3.79% (-472)	All Managers (Combined)	$738.3K	0.1% ($738.3K/$742.7M)	QoQ -0.31% (-$2.3K) YoY +2.36% (-$17.0K)
(IWFcusip464287614)	2.0K	QoQ +0.04% (-1) YoY -20.91% (-539)	All Managers (Combined)	$735.8K	0.1% ($735.8K/$742.7M)	QoQ -10.05% (-$82.2K) YoY -15.30% (-$132.9K)
(IUSGcusip464287671)	5.7K	QoQ +0.06% (-4) YoY -2.61% (-154)	All Managers (Combined)	$728.3K	0.1% ($728.3K/$742.7M)	QoQ -8.74% (-$69.8K) YoY +5.58% (-$38.5K)
(IJRcusip464287804)	6.4K	QoQ -94.01% (-100.0K) YoY -93.65% (-94.0K)	All Managers (Combined)	$665.8K	0.1% ($665.8K/$742.7M)	QoQ -94.56% (-$11.6M) YoY -94.00% (-$10.4M)
VISA INC.(Vcusip92826C839)	1.8K	QoQ -1.02% (-19) YoY +3.77% (+67)	All Managers (Combined)	$645.2K	0.1% ($645.2K/$742.7M)	QoQ +9.78% (-$57.5K) YoY +30.32% (+$150.1K)
(VIGIcusip921946810)	7.6K	QoQ -97.56% (-305.6K) YoY -97.38% (-283.6K)	All Managers (Combined)	$631.4K	0.1% ($631.4K/$742.7M)	QoQ -97.47% (-$24.4M) YoY -97.34% (-$23.1M)
NETFLIX INC(NFLXcusip64110L106)	652	QoQ -0.60% (-4) YoY +18.11% (+100)	All Managers (Combined)	$608.0K	0.1% ($608.0K/$742.7M)	QoQ +3.98% (-$23.3K) YoY +81.36% (+$272.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.1K	QoQ +11.96% (+118) YoY NEW(+1.1K)	All Managers (Combined)	$587.7K	0.1% ($587.7K/$742.7M)	QoQ +31.56% (+$141.0K) YoY NEW(+$587.7K)
(EFAcusip464287465)	7.2K	QoQ +4.81% (+329) YoY +17.65% (+1.1K)	All Managers (Combined)	$584.9K	0.1% ($584.9K/$742.7M)	QoQ +13.29% (+$68.6K) YoY +20.40% (+$99.1K)
(cusip89834G760)✕	26.9K	QoQ 0.00% (-0) YoY NEW(+26.9K)	All Managers (Combined)	$581.0K	0.1% ($581.0K/$742.7M)	QoQ -5.67% (-$35.0K) YoY NEW(+$581.0K)
(VOOcusip922908363)	1.1K	QoQ +0.44% (-5) YoY -52.60% (-1.2K)	All Managers (Combined)	$573.8K	0.1% ($573.8K/$742.7M)	QoQ -4.22% (-$25.3K) YoY -49.35% (-$559.1K)
(cusip78464A284)✕	19.7K	QoQ +9.76% (+1.8K) YoY +11.93% (+2.1K)	All Managers (Combined)	$497.1K	0.1% ($497.1K/$742.7M)	QoQ +8.22% (+$37.8K) YoY +9.89% (+$44.7K)