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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Targa Resources Corp.

TRGP|87612G101

Shares:2.5K

Value:$494.3K

% of Portfolio:0.1% ($494.3K/$742.7M)

921908844

VIG|921908844

Shares:2.5K

Value:$480.8K

% of Portfolio:0.1% ($480.8K/$742.7M)

464287168

DVY|464287168

Shares:3.4K

Value:$452.1K

% of Portfolio:0.1% ($452.1K/$742.7M)

464287309

IVW|464287309

Shares:4.8K

Value:$448.8K

% of Portfolio:0.1% ($448.8K/$742.7M)

46429B689

EFAV|46429B689

Shares:5.7K

Value:$443.7K

% of Portfolio:0.1% ($443.7K/$742.7M)

922908736

VUG|922908736

Shares:1.1K

Value:$406.6K

% of Portfolio:0.1% ($406.6K/$742.7M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:3.7K

Value:$406.1K

% of Portfolio:0.1% ($406.1K/$742.7M)

86280R506

Shares:16.9K

Value:$355.7K

% of Portfolio:0.0% ($355.7K/$742.7M)

00775Y645

Shares:12.1K

Value:$353.2K

% of Portfolio:0.0% ($353.2K/$742.7M)

46434V860

Shares:6.6K

Value:$333.1K

% of Portfolio:0.0% ($333.1K/$742.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:7.8K

Value:$327.2K

% of Portfolio:0.0% ($327.2K/$742.7M)

09290C509

Shares:5.1K

Value:$311.7K

% of Portfolio:0.0% ($311.7K/$742.7M)

464287655

IWM|464287655

Shares:1.5K

Value:$304.9K

% of Portfolio:0.0% ($304.9K/$742.7M)

46438G711

Shares:6.5K

Value:$302.6K

% of Portfolio:0.0% ($302.6K/$742.7M)

35473P595

Shares:12.5K

Value:$300.3K

% of Portfolio:0.0% ($300.3K/$742.7M)

33738R308

Shares:13.3K

Value:$290.5K

% of Portfolio:0.0% ($290.5K/$742.7M)

78464A409

SPYG|78464A409

Shares:3.6K

Value:$288.3K

% of Portfolio:0.0% ($288.3K/$742.7M)

PEPSICO INC

PEP|713448108

Shares:1.9K

Value:$285.3K

% of Portfolio:0.0% ($285.3K/$742.7M)

Leidos Holdings, Inc.

LDOS|525327102

Shares:2.1K

Value:$281.3K

% of Portfolio:0.0% ($281.3K/$742.7M)

81752T528

Shares:9.5K

Value:$252.9K

% of Portfolio:0.0% ($252.9K/$742.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Targa Resources Corp.(TRGPcusip87612G101)	2.5K	QoQ +0.57% (+14) YoY +0.98% (+24)	All Managers (Combined)	$494.3K	0.1% ($494.3K/$742.7M)	QoQ +12.95% (+$56.7K) YoY +80.74% (+$220.8K)
(VIGcusip921908844)	2.5K	QoQ -35.85% (-1.4K) YoY -17.72% (-534)	All Managers (Combined)	$480.8K	0.1% ($480.8K/$742.7M)	QoQ -36.43% (-$275.6K) YoY -12.59% (-$69.3K)
(DVYcusip464287168)	3.4K	QoQ +0.50% (+17) YoY +0.35% (+12)	All Managers (Combined)	$452.1K	0.1% ($452.1K/$742.7M)	QoQ +2.80% (+$12.3K) YoY +9.41% (+$38.9K)
(IVWcusip464287309)	4.8K	QoQ +0.12% (-6) YoY -9.60% (-514)	All Managers (Combined)	$448.8K	0.1% ($448.8K/$742.7M)	QoQ -8.46% (-$41.5K) YoY -0.63% (-$2.9K)
(EFAVcusip46429B689)	5.7K	QoQ -5.97% (-362) YoY -17.34% (-1.2K)	All Managers (Combined)	$443.7K	0.1% ($443.7K/$742.7M)	QoQ +3.60% (-$15.5K) YoY -9.13% (-$44.6K)
(VUGcusip922908736)	1.1K	QoQ +0.09% (-1) YoY -3.51% (-40)	All Managers (Combined)	$406.6K	0.1% ($406.6K/$742.7M)	QoQ -9.60% (-$43.2K) YoY +3.90% (-$15.3K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	3.7K	QoQ +0.86% (+32) YoY -11.74% (-496)	All Managers (Combined)	$406.1K	0.1% ($406.1K/$742.7M)	QoQ +16.86% (+$58.6K) YoY +17.10% (-$59.3K)
(cusip86280R506)✕	16.9K	QoQ +1.67% (+278) YoY -16.20% (-3.3K)	All Managers (Combined)	$355.7K	0.0% ($355.7K/$742.7M)	QoQ +0.53% (+$1.9K) YoY -16.67% (-$71.2K)
(cusip00775Y645)✕	12.1K	QoQ NEW(+12.1K) YoY NEW(+12.1K)	All Managers (Combined)	$353.2K	0.0% ($353.2K/$742.7M)	QoQ NEW(+$353.2K) YoY NEW(+$353.2K)
(cusip46434V860)✕	6.6K	QoQ +0.18% (+12) YoY NEW(+6.6K)	All Managers (Combined)	$333.1K	0.0% ($333.1K/$742.7M)	QoQ +0.56% (+$1.9K) YoY NEW(+$333.1K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	7.8K	QoQ -3.79% (-309) YoY +3.92% (+296)	All Managers (Combined)	$327.2K	0.0% ($327.2K/$742.7M)	QoQ -8.64% (-$31.0K) YoY +14.36% (+$41.1K)
(cusip09290C509)✕	5.1K	QoQ -1.22% (-64) YoY +2.04% (+103)	All Managers (Combined)	$311.7K	0.0% ($311.7K/$742.7M)	QoQ -6.54% (-$21.8K) YoY +7.73% (+$22.4K)
(IWMcusip464287655)	1.5K	QoQ +0.19% (-3) YoY +1.73% (-26)	All Managers (Combined)	$304.9K	0.0% ($304.9K/$742.7M)	QoQ -9.53% (-$32.1K) YoY -3.51% (-$11.1K)
(cusip46438G711)✕	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$302.6K	0.0% ($302.6K/$742.7M)	QoQ NEW(+$302.6K) YoY NEW(+$302.6K)
(cusip35473P595)✕	12.5K	QoQ NEW(+12.5K) YoY NEW(+12.5K)	All Managers (Combined)	$300.3K	0.0% ($300.3K/$742.7M)	QoQ NEW(+$300.3K) YoY NEW(+$300.3K)
(cusip33738R308)✕	13.3K	QoQ +1.15% (-152) YoY NEW(+13.3K)	All Managers (Combined)	$290.5K	0.0% ($290.5K/$742.7M)	QoQ -4.96% (-$15.2K) YoY NEW(+$290.5K)
(SPYGcusip78464A409)	3.6K	QoQ +0.16% (-6) YoY +0.67% (+24)	All Managers (Combined)	$288.3K	0.0% ($288.3K/$742.7M)	QoQ -8.42% (-$26.5K) YoY +10.59% (+$27.6K)
PEPSICO INC(PEPcusip713448108)	1.9K	QoQ -49.07% (-1.8K) YoY NEW(+1.9K)	All Managers (Combined)	$285.3K	0.0% ($285.3K/$742.7M)	QoQ -49.78% (-$282.9K) YoY NEW(+$285.3K)
Leidos Holdings, Inc.(LDOScusip525327102)	2.1K	QoQ +0.53% (-11) YoY +19.75% (+344)	All Managers (Combined)	$281.3K	0.0% ($281.3K/$742.7M)	QoQ -5.87% (-$17.5K) YoY +23.26% (+$53.1K)
(cusip81752T528)✕	9.5K	QoQ +1.90% (+178) YoY NEW(+9.5K)	All Managers (Combined)	$252.9K	0.0% ($252.9K/$742.7M)	QoQ +0.47% (+$1.2K) YoY NEW(+$252.9K)