13F HOLDINGS REPORT
Insight Wealth Strategies, LLC
Quarter ended Q4 2024 · Filed January 6, 2025 · Accession 0001749914-25-000001
Total Value
$745.7M
Positions
152
Other Managers
0
Confidential Omitted
No
Holdings (152)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46429B697 | 343,489 | $30.5M | 4.09% |
| 2 | CHEVRON CORP NEW | CVX | 201,015 | $29.1M | 3.90% |
| 3 | ISHARES TR | 464287242 | 263,381 | $28.1M | 3.77% |
| 4 | ISHARES TR | 464288588 | 293,125 | $26.9M | 3.60% |
| 5 | ISHARES TR | 46432F339 | 148,219 | $26.4M | 3.54% |
| 6 | GOLDMAN SACHS ETF TR | NVGLF | 763,371 | $25.5M | 3.41% |
| 7 | VANGUARD WHITEHALL FDS | 921946810 | 313,227 | $25.1M | 3.36% |
| 8 | ISHARES TR | 464287440 | 257,997 | $23.9M | 3.20% |
| 9 | VANGUARD SCOTTSDALE FDS | 92206C813 | 317,834 | $23.8M | 3.19% |
| 10 | ISHARES TR | 464287432 | 263,090 | $23.0M | 3.08% |
| 11 | ISHARES TR | 464288687 | 678,900 | $21.3M | 2.86% |
| 12 | LEGG MASON ETF INVT | 52468L505 | 607,326 | $18.5M | 2.49% |
| 13 | JANUS DETROIT STR TR | 47103U845 | 299,831 | $15.2M | 2.04% |
| 14 | INVESCO EXCH TRADED FD TR II | IVZ | 695,844 | $14.7M | 1.97% |
| 15 | VANGUARD WHITEHALL FDS | 921946406 | 96,513 | $12.3M | 1.65% |
| 16 | ISHARES TR | 464287804 | 106,397 | $12.3M | 1.64% |
| 17 | AMERICAN CENTY ETF TR | 025072877 | 122,269 | $11.8M | 1.58% |
| 18 | SELECT SECTOR SPDR TR | 81369Y407 | 48,938 | $11.0M | 1.47% |
| 19 | ISHARES TR | 46435G102 | 127,277 | $10.8M | 1.45% |
| 20 | SELECT SECTOR SPDR TR | 81369Y605 | 210,170 | $10.2M | 1.36% |
| 21 | APPLE INC | AAPL | 37,991 | $9.5M | 1.28% |
| 22 | ISHARES TR | 464287176 | 85,283 | $9.1M | 1.22% |
| 23 | SPDR SER TR | 78468R556 | 63,904 | $8.5M | 1.13% |
| 24 | FIRST TR EXCHANGE-TRADED FD | 33733E302 | 34,734 | $8.4M | 1.13% |
| 25 | LAM RESEARCH CORP | LRCX | 103,703 | $7.5M | 1.00% |
| 26 | SELECT SECTOR SPDR TR | 81369Y308 | 82,409 | $6.5M | 0.87% |
| 27 | ABRDN PRECIOUS METALS BASKET | GLTR | 57,678 | $6.3M | 0.85% |
| 28 | AMAZON COM INC | AMZN | 27,811 | $6.1M | 0.82% |
| 29 | ALPHABET INC | GOOG | 31,658 | $6.0M | 0.80% |
| 30 | BROADCOM INC | AVGO | 25,427 | $5.9M | 0.79% |
| 31 | PALANTIR TECHNOLOGIES INC | PLTR | 74,353 | $5.6M | 0.75% |
| 32 | AMERICAN EXPRESS CO | AXP | 18,759 | $5.6M | 0.75% |
| 33 | INVESCO EXCHANGE TRADED FD T | IVZ | 102,080 | $5.6M | 0.75% |
| 34 | ISHARES TR | 46435G250 | 115,992 | $5.5M | 0.73% |
| 35 | CAMBRIA ETF TR | 132061300 | 211,730 | $5.3M | 0.72% |
| 36 | MICROSOFT CORP | MSFT | 12,559 | $5.3M | 0.71% |
| 37 | MCKESSON CORP | MCK | 8,420 | $4.8M | 0.64% |
| 38 | MOODYS CORP | MCO | 9,905 | $4.7M | 0.63% |
| 39 | AUTOMATIC DATA PROCESSING IN | ADP | 15,997 | $4.7M | 0.63% |
| 40 | MOTOROLA SOLUTIONS INC | MSI | 10,064 | $4.7M | 0.62% |
| 41 | SYSCO CORP | SYY | 60,103 | $4.6M | 0.62% |
| 42 | GRAINGER W W INC | 384802104 | 4,328 | $4.6M | 0.61% |
| 43 | CENCORA INC | COR | 20,249 | $4.5M | 0.61% |
| 44 | NVIDIA CORPORATION | NVDA | 33,602 | $4.5M | 0.61% |
| 45 | HOME DEPOT INC | HD | 11,490 | $4.5M | 0.60% |
| 46 | CHENIERE ENERGY INC | LNG | 20,732 | $4.5M | 0.60% |
| 47 | JEFFERIES FINL GROUP INC | 47233W109 | 55,943 | $4.4M | 0.59% |
| 48 | REINSURANCE GRP OF AMERICA I | 759351604 | 20,158 | $4.3M | 0.58% |
| 49 | HUBBELL INC | HUBB | 10,202 | $4.3M | 0.57% |
| 50 | SHERWIN WILLIAMS CO | SHW | 12,468 | $4.2M | 0.57% |
| 51 | IDEXX LABS INC | 45168D104 | 10,096 | $4.2M | 0.56% |
| 52 | HERSHEY CO | HSY | 24,545 | $4.2M | 0.56% |
| 53 | LAMB WESTON HLDGS INC | LW | 61,950 | $4.1M | 0.56% |
| 54 | ISHARES TR | 46429B655 | 80,528 | $4.1M | 0.55% |
| 55 | TECHNIPFMC PLC | FTI | 141,264 | $4.1M | 0.55% |
| 56 | PACCAR INC | PCAR | 39,041 | $4.1M | 0.54% |
| 57 | FORTINET INC | FTNT | 42,741 | $4.0M | 0.54% |
| 58 | ARCH CAP GROUP LTD | G0450A105 | 42,965 | $4.0M | 0.53% |
| 59 | CINTAS CORP | CTAS | 21,502 | $3.9M | 0.53% |
| 60 | BLOCK INC | BSQKZ | 46,089 | $3.9M | 0.53% |
| 61 | FLOWSERVE CORP | FLS | 67,744 | $3.9M | 0.52% |
| 62 | SPDR S&P 500 ETF TR | SPY | 6,559 | $3.8M | 0.52% |
| 63 | VANECK ETF TRUST | 92189H409 | 73,469 | $3.8M | 0.51% |
| 64 | AMGEN INC | AMGN | 14,596 | $3.8M | 0.51% |
| 65 | ISHARES TR | 464288414 | 35,031 | $3.7M | 0.50% |
| 66 | ACCENTURE PLC IRELAND | ACN | 10,598 | $3.7M | 0.50% |
| 67 | COSTAR GROUP INC | CSGP | 51,815 | $3.7M | 0.50% |
| 68 | KLA CORP | KLAC | 5,745 | $3.6M | 0.49% |
| 69 | VANGUARD MUN BD FDS | 922907746 | 71,703 | $3.6M | 0.48% |
| 70 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 41,054 | $3.5M | 0.48% |
| 71 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 26,903 | $3.5M | 0.46% |
| 72 | CDW CORP | CDW | 19,772 | $3.4M | 0.46% |
| 73 | ISHARES TR | 464288281 | 35,298 | $3.1M | 0.42% |
| 74 | UNITEDHEALTH GROUP INC | UNH | 6,195 | $3.1M | 0.42% |
| 75 | SPDR SER TR | 78468R622 | 32,548 | $3.1M | 0.42% |
| 76 | PAYONEER GLOBAL INC | PAYO | 294,652 | $3.0M | 0.40% |
| 77 | JPMORGAN CHASE & CO. | VYLD | 12,326 | $3.0M | 0.40% |
| 78 | MUELLER INDS INC | 624756102 | 37,184 | $3.0M | 0.40% |
| 79 | BROWN & BROWN INC | BRO | 26,223 | $2.7M | 0.36% |
| 80 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 15,102 | $2.7M | 0.36% |
| 81 | ALPHABET INC | GOOG | 12,869 | $2.5M | 0.33% |
| 82 | OLD REP INTL CORP | 680223104 | 66,796 | $2.4M | 0.32% |
| 83 | FIDELITY NATL INFORMATION SV | 31620M106 | 29,146 | $2.4M | 0.32% |
| 84 | WASTE MGMT INC DEL | 94106L109 | 11,611 | $2.3M | 0.31% |
| 85 | CARDINAL HEALTH INC | CAH | 19,796 | $2.3M | 0.31% |
| 86 | CATERPILLAR INC | CAT | 6,412 | $2.3M | 0.31% |
| 87 | BLUE BIRD CORP | BLBD | 59,610 | $2.3M | 0.31% |
| 88 | TEXAS INSTRS INC | 882508104 | 12,116 | $2.3M | 0.30% |
| 89 | UNION PAC CORP | UNP | 9,882 | $2.3M | 0.30% |
| 90 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 14,530 | $2.2M | 0.29% |
| 91 | INVESCO QQQ TR | IVZ | 4,081 | $2.1M | 0.28% |
| 92 | HONEYWELL INTL INC | 438516106 | 9,180 | $2.1M | 0.28% |
| 93 | ORACLE CORP | ORCL-PD | 12,178 | $2.0M | 0.27% |
| 94 | AMERICAN TOWER CORP NEW | 03027X100 | 11,051 | $2.0M | 0.27% |
| 95 | WALMART INC | WMT | 21,972 | $2.0M | 0.27% |
| 96 | SM ENERGY CO | SM | 51,084 | $2.0M | 0.27% |
| 97 | LINDE PLC | LIN | 4,065 | $1.7M | 0.23% |
| 98 | EXXON MOBIL CORP | XOM | 15,712 | $1.7M | 0.23% |
| 99 | HARTFORD FINL SVCS GROUP INC | HIG-PG | 14,611 | $1.6M | 0.21% |
| 100 | WISDOMTREE TR | WT | 32,734 | $1.5M | 0.20% |
| 101 | FIRST TR EXCHANGE-TRADED FD | 33739N108 | 24,623 | $1.3M | 0.17% |
| 102 | ISHARES TR | 46432F396 | 5,787 | $1.2M | 0.16% |
| 103 | TESLA INC | TSLA | 2,720 | $1.1M | 0.15% |
| 104 | NORTHERN OIL & GAS INC | NOG | 28,550 | $1.1M | 0.14% |
| 105 | ISHARES TR | 464287200 | 1,709 | $1.0M | 0.13% |
| 106 | SPDR SER TR | 78464A359 | 11,503 | $895,948 | 0.12% |
| 107 | ISHARES TR | 464287614 | 2,037 | $817,976 | 0.11% |
| 108 | ISHARES TR | 464287671 | 5,727 | $798,100 | 0.11% |
| 109 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,863 | $756,428 | 0.10% |
| 110 | TJX COS INC NEW | 872540109 | 6,187 | $747,470 | 0.10% |
| 111 | ISHARES TR | 46434V621 | 12,074 | $740,636 | 0.10% |
| 112 | FIDELITY MERRIMACK STR TR | 316188309 | 16,317 | $732,144 | 0.10% |
| 113 | META PLATFORMS INC | META | 1,067 | $624,978 | 0.08% |
| 114 | TRUST FOR PROFESSIONAL MANAG | 89834G760 | 26,887 | $615,981 | 0.08% |
| 115 | VANGUARD INDEX FDS | 922908363 | 1,112 | $599,138 | 0.08% |
| 116 | VISA INC | V | 1,860 | $587,676 | 0.08% |
| 117 | NETFLIX INC | NFLX | 656 | $584,706 | 0.08% |
| 118 | PEPSICO INC | PEP | 3,737 | $568,248 | 0.08% |
| 119 | ISHARES TR | 464287465 | 6,828 | $516,300 | 0.07% |
| 120 | ISHARES TR | 464287309 | 4,829 | $490,330 | 0.07% |
| 121 | SPDR SER TR | 78464A284 | 17,957 | $459,331 | 0.06% |
| 122 | VANGUARD INDEX FDS | 922908736 | 1,096 | $449,842 | 0.06% |
| 123 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 986 | $446,732 | 0.06% |
| 124 | ISHARES TR | 464287168 | 3,350 | $439,774 | 0.06% |
| 125 | PGIM ETF TR | 69344A834 | 8,587 | $439,654 | 0.06% |
| 126 | TARGA RES CORP | TRGP | 2,452 | $437,611 | 0.06% |
| 127 | ISHARES TR | 46429B689 | 6,057 | $428,264 | 0.06% |
| 128 | BANK AMERICA CORP | 060505104 | 8,151 | $358,221 | 0.05% |
| 129 | STRATEGY SHS | STRD | 16,589 | $353,854 | 0.05% |
| 130 | WEC ENERGY GROUP INC | WEC | 3,695 | $347,517 | 0.05% |
| 131 | ISHARES TR | 464287655 | 1,525 | $336,981 | 0.05% |
| 132 | BLACKROCK ETF TRUST | BLK | 5,207 | $333,535 | 0.04% |
| 133 | ISHARES TR | 46434V860 | 6,562 | $331,174 | 0.04% |
| 134 | SPDR SER TR | 78464A409 | 3,581 | $314,799 | 0.04% |
| 135 | FIRST TR EXCHANGE-TRADED FD | 33738R308 | 13,138 | $305,713 | 0.04% |
| 136 | LEIDOS HOLDINGS INC | LDOS | 2,074 | $298,835 | 0.04% |
| 137 | BIO RAD LABS INC | 090572207 | 906 | $297,630 | 0.04% |
| 138 | IES HLDGS INC | IESC | 1,338 | $268,884 | 0.04% |
| 139 | SERIES PORTFOLIOS TR | 81752T528 | 9,339 | $251,679 | 0.03% |
| 140 | BLACKROCK ETF TRUST II | BLK | 11,048 | $250,353 | 0.03% |
| 141 | FIRST TR EXCH TRADED FD III | 33739P301 | 5,173 | $249,818 | 0.03% |
| 142 | INVESCO MUN OPPORTUNITY TR | IVZ | 25,383 | $246,725 | 0.03% |
| 143 | VANGUARD INDEX FDS | 922908769 | 804 | $232,888 | 0.03% |
| 144 | LOWES COS INC | 548661107 | 931 | $229,853 | 0.03% |
| 145 | INVESCO MUNI INCOME OPP TRST | IVZ | 38,618 | $227,846 | 0.03% |
| 146 | VANECK ETF TRUST | 92189F676 | 932 | $225,674 | 0.03% |
| 147 | ISHARES TR | 46434V456 | 5,998 | $222,631 | 0.03% |
| 148 | ISHARES TR | 464288570 | 2,018 | $222,507 | 0.03% |
| 149 | SCHWAB STRATEGIC TR | 808524300 | 7,888 | $219,842 | 0.03% |
| 150 | ISHARES TR | 464287598 | 1,119 | $207,185 | 0.03% |
| 151 | NUVEEN AMT FREE QLTY MUN INC | NU | 12,774 | $144,095 | 0.02% |
| 152 | RICHARDSON ELECTRS LTD | 763165107 | 10,000 | $140,300 | 0.02% |