Insight Wealth Strategies, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 158Value: $742.7MLatest: 2025Q1

Insight Wealth Strategies, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 158 holdings worth $0.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 8

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CHEVRON CORP

CVX|166764100

Shares:206.5K

Value:$34.5M

% of Portfolio:4.7% ($34.5M/$742.7M)

92206C813

Shares:377.1K

Value:$28.6M

% of Portfolio:3.9% ($28.6M/$742.7M)

464287432

Shares:300.9K

Value:$27.4M

% of Portfolio:3.7% ($27.4M/$742.7M)

381430107

GSIE|381430107

Shares:738.2K

Value:$26.3M

% of Portfolio:3.5% ($26.3M/$742.7M)

464287440

IEF|464287440

Shares:261.9K

Value:$25.0M

% of Portfolio:3.4% ($25.0M/$742.7M)

464288687

Shares:793.9K

Value:$24.4M

% of Portfolio:3.3% ($24.4M/$742.7M)

46432F339

QUAL|46432F339

Shares:140.9K

Value:$24.1M

% of Portfolio:3.2% ($24.1M/$742.7M)

52468L505

Shares:718.9K

Value:$23.3M

% of Portfolio:3.1% ($23.3M/$742.7M)

464289511

Shares:438.3K

Value:$22.0M

% of Portfolio:3.0% ($22.0M/$742.7M)

09290C103

Shares:426.5K

Value:$20.8M

% of Portfolio:2.8% ($20.8M/$742.7M)

46138E339

Shares:221.4K

Value:$20.5M

% of Portfolio:2.8% ($20.5M/$742.7M)

47103U845

Shares:365.6K

Value:$18.5M

% of Portfolio:2.5% ($18.5M/$742.7M)

46138G508

Shares:876.2K

Value:$18.1M

% of Portfolio:2.4% ($18.1M/$742.7M)

46434V639

Shares:343.6K

Value:$13.4M

% of Portfolio:1.8% ($13.4M/$742.7M)

46429B697

USMV|46429B697

Shares:140.4K

Value:$13.2M

% of Portfolio:1.8% ($13.2M/$742.7M)

921946406

VYM|921946406

Shares:91.1K

Value:$11.8M

% of Portfolio:1.6% ($11.8M/$742.7M)

464287176

Shares:100.1K

Value:$11.1M

% of Portfolio:1.5% ($11.1M/$742.7M)

46435G250

Shares:230.9K

Value:$10.9M

% of Portfolio:1.5% ($10.9M/$742.7M)

46435G102

Shares:128.8K

Value:$10.8M

% of Portfolio:1.4% ($10.8M/$742.7M)

78468R556

Shares:79.4K

Value:$10.5M

% of Portfolio:1.4% ($10.5M/$742.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHEVRON CORP(CVXcusip166764100)	206.5K	QoQ +2.70% (+5.4K) YoY +10.59% (+19.8K)	All Managers (Combined)	$34.5M	4.7% ($34.5M/$742.7M)	QoQ +18.62% (+$5.4M) YoY +17.29% (+$5.1M)
(cusip92206C813)✕	377.1K	QoQ +18.66% (+59.3K) YoY +80.92% (+168.7K)	All Managers (Combined)	$28.6M	3.9% ($28.6M/$742.7M)	QoQ +20.45% (+$4.9M) YoY +75.56% (+$12.3M)
(cusip464287432)✕	300.9K	QoQ +14.37% (+37.8K) YoY +45.44% (+94.0K)	All Managers (Combined)	$27.4M	3.7% ($27.4M/$742.7M)	QoQ +19.21% (+$4.4M) YoY +39.92% (+$7.8M)
(GSIEcusip381430107)	738.2K	QoQ -3.29% (-25.2K) YoY +3.99% (+28.3K)	All Managers (Combined)	$26.3M	3.5% ($26.3M/$742.7M)	QoQ +3.40% (-$865.5K) YoY +8.11% (+$2.0M)
(IEFcusip464287440)	261.9K	QoQ +1.51% (+3.9K) YoY +45.91% (+82.4K)	All Managers (Combined)	$25.0M	3.4% ($25.0M/$742.7M)	QoQ +4.72% (+$1.1M) YoY +47.00% (+$8.0M)
(cusip464288687)✕	793.9K	QoQ +16.94% (+115.0K) YoY -17.30% (-166.1K)	All Managers (Combined)	$24.4M	3.3% ($24.4M/$742.7M)	QoQ +14.30% (+$3.1M) YoY -21.15% (-$6.5M)
(QUALcusip46432F339)	140.9K	QoQ -4.94% (-7.3K) YoY -4.02% (-5.9K)	All Managers (Combined)	$24.1M	3.2% ($24.1M/$742.7M)	QoQ -8.78% (-$2.3M) YoY -0.20% (-$50.1K)
(cusip52468L505)✕	718.9K	QoQ +18.36% (+111.5K) YoY +69.03% (+293.6K)	All Managers (Combined)	$23.3M	3.1% ($23.3M/$742.7M)	QoQ +25.54% (+$4.7M) YoY +83.73% (+$10.6M)
(cusip464289511)✕	438.3K	QoQ NEW(+438.3K) YoY NEW(+438.3K)	All Managers (Combined)	$22.0M	3.0% ($22.0M/$742.7M)	QoQ NEW(+$22.0M) YoY NEW(+$22.0M)
(cusip09290C103)✕	426.5K	QoQ NEW(+426.5K) YoY NEW(+426.5K)	All Managers (Combined)	$20.8M	2.8% ($20.8M/$742.7M)	QoQ NEW(+$20.8M) YoY NEW(+$20.8M)
(cusip46138E339)✕	221.4K	QoQ NEW(+221.4K) YoY NEW(+221.4K)	All Managers (Combined)	$20.5M	2.8% ($20.5M/$742.7M)	QoQ NEW(+$20.5M) YoY NEW(+$20.5M)
(cusip47103U845)✕	365.6K	QoQ +21.94% (+65.8K) YoY +39.12% (+102.8K)	All Managers (Combined)	$18.5M	2.5% ($18.5M/$742.7M)	QoQ +21.94% (+$3.3M) YoY +39.04% (+$5.2M)
(cusip46138G508)✕	876.2K	QoQ +25.92% (+180.4K) YoY NEW(+876.2K)	All Managers (Combined)	$18.1M	2.4% ($18.1M/$742.7M)	QoQ +23.70% (+$3.5M) YoY NEW(+$18.1M)
(cusip46434V639)✕	343.6K	QoQ NEW(+343.6K) YoY NEW(+343.6K)	All Managers (Combined)	$13.4M	1.8% ($13.4M/$742.7M)	QoQ NEW(+$13.4M) YoY NEW(+$13.4M)
(USMVcusip46429B697)	140.4K	QoQ -59.11% (-203.1K) YoY -52.47% (-155.1K)	All Managers (Combined)	$13.2M	1.8% ($13.2M/$742.7M)	QoQ -56.87% (-$17.3M) YoY -46.74% (-$11.5M)
(VYMcusip921946406)	91.1K	QoQ -5.56% (-5.4K) YoY NEW(+91.1K)	All Managers (Combined)	$11.8M	1.6% ($11.8M/$742.7M)	QoQ -4.55% (-$560.7K) YoY NEW(+$11.8M)
(cusip464287176)✕	100.1K	QoQ +17.33% (+14.8K) YoY -18.15% (-22.2K)	All Managers (Combined)	$11.1M	1.5% ($11.1M/$742.7M)	QoQ +22.33% (+$2.0M) YoY -15.35% (-$2.0M)
(cusip46435G250)✕	230.9K	QoQ +99.08% (+114.9K) YoY +233.38% (+161.7K)	All Managers (Combined)	$10.9M	1.5% ($10.9M/$742.7M)	QoQ +99.41% (+$5.4M) YoY +236.02% (+$7.6M)
(cusip46435G102)✕	128.8K	QoQ +1.16% (-1.5K) YoY NEW(+128.8K)	All Managers (Combined)	$10.8M	1.4% ($10.8M/$742.7M)	QoQ -0.45% (-$49.1K) YoY NEW(+$10.8M)
(cusip78468R556)✕	79.4K	QoQ +24.22% (+15.5K) YoY +42.41% (+23.6K)	All Managers (Combined)	$10.5M	1.4% ($10.5M/$742.7M)	QoQ +23.60% (+$2.0M) YoY +21.06% (+$1.8M)