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 8 of 8

Sort by:

092528108

Shares:11.1K

Value:$252.2K

% of Portfolio:0.0% ($252.2K/$742.7M)

Invesco Municipal Opportunity Trust

VMO|46132C107

Shares:25.9K

Value:$245.6K

% of Portfolio:0.0% ($245.6K/$742.7M)

46432F842

IEFA|46432F842

Shares:3.2K

Value:$240.1K

% of Portfolio:0.0% ($240.1K/$742.7M)

46434V456

Shares:6.0K

Value:$238.0K

% of Portfolio:0.0% ($238.0K/$742.7M)

Invesco Municipal Income Opportunities Trust

OIA|46132X101

Shares:38.9K

Value:$233.9K

% of Portfolio:0.0% ($233.9K/$742.7M)

MUELLER INDUSTRIES INC

MLI|624756102

Shares:3.0K

Value:$227.7K

% of Portfolio:0.0% ($227.7K/$742.7M)

922908769

VTI|922908769

Shares:805

Value:$221.2K

% of Portfolio:0.0% ($221.2K/$742.7M)

IES Holdings, Inc.

IESC|44951W106

Shares:1.3K

Value:$220.9K

% of Portfolio:0.0% ($220.9K/$742.7M)

BIO-RAD LABORATORIES, INC.

BIO|090572207

Shares:906

Value:$220.7K

% of Portfolio:0.0% ($220.7K/$742.7M)

69374H550

Shares:7.7K

Value:$219.7K

% of Portfolio:0.0% ($219.7K/$742.7M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.1K

Value:$218.9K

% of Portfolio:0.0% ($218.9K/$742.7M)

LOWES COMPANIES INC

LOW|548661107

Shares:933

Value:$217.6K

% of Portfolio:0.0% ($217.6K/$742.7M)

464287598

IWD|464287598

Shares:1.1K

Value:$210.8K

% of Portfolio:0.0% ($210.8K/$742.7M)

33739P301

Shares:4.4K

Value:$210.0K

% of Portfolio:0.0% ($210.0K/$742.7M)

COCA COLA CO

KO|191216100

Shares:2.9K

Value:$207.3K

% of Portfolio:0.0% ($207.3K/$742.7M)

464288570

Shares:2.0K

Value:$204.5K

% of Portfolio:0.0% ($204.5K/$742.7M)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:12.9K

Value:$144.9K

% of Portfolio:0.0% ($144.9K/$742.7M)

RICHARDSON ELECTRONICS, LTD.

RELL|763165107

Shares:10.0K

Value:$111.6K

% of Portfolio:0.0% ($111.6K/$742.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip092528108)✕	11.1K	QoQ +0.71% (+79) YoY NEW(+11.1K)	All Managers (Combined)	$252.2K	0.0% ($252.2K/$742.7M)	QoQ +0.75% (+$1.9K) YoY NEW(+$252.2K)
Invesco Municipal Opportunity Trust(VMOcusip46132C107)	25.9K	QoQ +1.95% (-495) YoY NEW(+25.9K)	All Managers (Combined)	$245.6K	0.0% ($245.6K/$742.7M)	QoQ -0.46% (-$1.1K) YoY NEW(+$245.6K)
(IEFAcusip46432F842)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$240.1K	0.0% ($240.1K/$742.7M)	QoQ NEW(+$240.1K) YoY NEW(+$240.1K)
(cusip46434V456)✕	6.0K	QoQ 0.00% (+0) YoY -18.92% (-1.4K)	All Managers (Combined)	$238.0K	0.0% ($238.0K/$742.7M)	QoQ +6.92% (+$15.4K) YoY -18.87% (-$55.4K)
Invesco Municipal Income Opportunities Trust(OIAcusip46132X101)	38.9K	QoQ +0.60% (+233) YoY +2.34% (-890)	All Managers (Combined)	$233.9K	0.0% ($233.9K/$742.7M)	QoQ +2.64% (+$6.0K) YoY -5.64% (-$14.0K)
MUELLER INDUSTRIES INC(MLIcusip624756102)	3.0K	QoQ -91.95% (-34.2K) YoY -93.01% (-39.8K)	All Managers (Combined)	$227.7K	0.0% ($227.7K/$742.7M)	QoQ -92.28% (-$2.7M) YoY -90.13% (-$2.1M)
(VTIcusip922908769)	805	QoQ +0.12% (-1) YoY -4.95% (-42)	All Managers (Combined)	$221.2K	0.0% ($221.2K/$742.7M)	QoQ -4.99% (-$11.6K) YoY +0.47% (-$1.0K)
IES Holdings, Inc.(IESCcusip44951W106)	1.3K	QoQ 0.00% (-0) YoY NEW(+1.3K)	All Managers (Combined)	$220.9K	0.0% ($220.9K/$742.7M)	QoQ -17.83% (-$48.0K) YoY NEW(+$220.9K)
BIO-RAD LABORATORIES, INC.(BIOcusip090572207)	906	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$220.7K	0.0% ($220.7K/$742.7M)	QoQ -25.85% (-$77.0K) YoY -29.58% (-$92.7K)
(cusip69374H550)✕	7.7K	QoQ NEW(+7.7K) YoY NEW(+7.7K)	All Managers (Combined)	$219.7K	0.0% ($219.7K/$742.7M)	QoQ NEW(+$219.7K) YoY NEW(+$219.7K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$218.9K	0.0% ($218.9K/$742.7M)	QoQ NEW(+$218.9K) YoY NEW(+$218.9K)
LOWES COMPANIES INC(LOWcusip548661107)	933	QoQ +0.21% (-2) YoY -5.08% (-50)	All Managers (Combined)	$217.6K	0.0% ($217.6K/$742.7M)	QoQ -5.31% (-$12.2K) YoY -13.03% (-$32.6K)
(IWDcusip464287598)	1.1K	QoQ +0.08% (+1) YoY NEW(+1.1K)	All Managers (Combined)	$210.8K	0.0% ($210.8K/$742.7M)	QoQ +1.74% (+$3.6K) YoY NEW(+$210.8K)
(cusip33739P301)✕	4.4K	QoQ -15.09% (-781) YoY -58.80% (-6.3K)	All Managers (Combined)	$210.0K	0.0% ($210.0K/$742.7M)	QoQ -15.95% (-$39.8K) YoY -59.12% (-$303.7K)
COCA COLA CO(KOcusip191216100)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$207.3K	0.0% ($207.3K/$742.7M)	QoQ NEW(+$207.3K) YoY NEW(+$207.3K)
(cusip464288570)✕	2.0K	QoQ -1.04% (-21) YoY NEW(+2.0K)	All Managers (Combined)	$204.5K	0.0% ($204.5K/$742.7M)	QoQ -8.07% (-$18.0K) YoY NEW(+$204.5K)
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	12.9K	QoQ +1.27% (+163) YoY NEW(+12.9K)	All Managers (Combined)	$144.9K	0.0% ($144.9K/$742.7M)	QoQ +0.55% (+$801) YoY NEW(+$144.9K)
RICHARDSON ELECTRONICS, LTD.(RELLcusip763165107)	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$111.6K	0.0% ($111.6K/$742.7M)	QoQ -20.45% (-$28.7K) YoY NEW(+$111.6K)