13F HOLDINGS REPORT

Insight Wealth Strategies, LLC

Quarter ended Q1 2025 · Filed April 3, 2025 · Accession 0001749914-25-000003

Total Value

$742.7M

Positions

158

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (158)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	CHEVRON CORP NEW	CVX	206,458	$34.5M	4.65%
2	VANGUARD SCOTTSDALE FDS	92206C813	377,142	$28.6M	3.85%
3	ISHARES TR	464287432	300,901	$27.4M	3.69%
4	GOLDMAN SACHS ETF TR	NVGLF	738,185	$26.3M	3.54%
5	ISHARES TR	464287440	261,912	$25.0M	3.36%
6	ISHARES TR	464288687	793,921	$24.4M	3.28%
7	ISHARES TR	46432F339	140,884	$24.1M	3.24%
8	LEGG MASON ETF INVT	52468L505	718,863	$23.3M	3.13%
9	ISHARES TR	464289511	438,327	$22.0M	2.96%
10	BLACKROCK ETF TRUST	BLK	426,495	$20.8M	2.80%
11	INVESCO EXCH TRADED FD TR II	IVZ	221,372	$20.5M	2.76%
12	JANUS DETROIT STR TR	47103U845	365,615	$18.5M	2.50%
13	INVESCO EXCH TRADED FD TR II	IVZ	876,214	$18.1M	2.44%
14	ISHARES TR	46434V639	343,616	$13.4M	1.80%
15	ISHARES TR	46429B697	140,419	$13.2M	1.77%
16	VANGUARD WHITEHALL FDS	921946406	91,139	$11.8M	1.58%
17	ISHARES TR	464287176	100,070	$11.1M	1.50%
18	ISHARES TR	46435G250	230,917	$10.9M	1.46%
19	ISHARES TR	46435G102	128,760	$10.8M	1.45%
20	SPDR SER TR	78468R556	79,383	$10.5M	1.41%
21	AMERICAN CENTY ETF TR	025072877	119,616	$10.4M	1.40%
22	INVESCO EXCHANGE TRADED FD T	IVZ	88,045	$10.0M	1.35%
23	SELECT SECTOR SPDR TR	81369Y605	187,183	$9.3M	1.26%
24	FIRST TR EXCHANGE-TRADED FD	33733E302	37,537	$8.3M	1.12%
25	APPLE INC	AAPL	37,010	$8.2M	1.11%
26	SELECT SECTOR SPDR TR	81369Y407	41,333	$8.2M	1.10%
27	LAM RESEARCH CORP	LRCX	105,771	$7.7M	1.04%
28	ABRDN PRECIOUS METALS BASKET	GLTR	56,955	$7.4M	0.99%
29	ISHARES TR	464287242	65,429	$7.1M	0.96%
30	AMERICAN EXPRESS CO	AXP	23,123	$6.2M	0.84%
31	CENCORA INC	COR	19,972	$5.6M	0.75%
32	MCKESSON CORP	MCK	7,905	$5.3M	0.72%
33	AMAZON COM INC	AMZN	27,006	$5.1M	0.69%
34	AUTOMATIC DATA PROCESSING IN	ADP	16,055	$4.9M	0.66%
35	MICROSOFT CORP	MSFT	12,648	$4.7M	0.64%
36	ALPHABET INC	GOOG	30,375	$4.7M	0.63%
37	CHENIERE ENERGY INC	LNG	20,161	$4.7M	0.63%
38	AMGEN INC	AMGN	14,841	$4.6M	0.62%
39	MOODYS CORP	MCO	9,889	$4.6M	0.62%
40	SYSCO CORP	SYY	60,740	$4.6M	0.61%
41	BROWN & BROWN INC	BRO	36,524	$4.5M	0.61%
42	ARCH CAP GROUP LTD	G0450A105	46,600	$4.5M	0.60%
43	REINSURANCE GRP OF AMERICA I	759351604	22,709	$4.5M	0.60%
44	MOTOROLA SOLUTIONS INC	MSI	10,207	$4.5M	0.60%
45	CINTAS CORP	CTAS	21,479	$4.4M	0.59%
46	SHERWIN WILLIAMS CO	SHW	12,622	$4.4M	0.59%
47	HERSHEY CO	HSY	25,259	$4.3M	0.58%
48	GRAINGER W W INC	384802104	4,370	$4.3M	0.58%
49	HOME DEPOT INC	HD	11,608	$4.3M	0.57%
50	IDEXX LABS INC	45168D104	9,992	$4.2M	0.56%
51	BROADCOM INC	AVGO	24,965	$4.2M	0.56%
52	FORTINET INC	FTNT	42,372	$4.1M	0.55%
53	ISHARES TR	46429B655	79,245	$4.0M	0.54%
54	ISHARES TR	464288588	42,464	$4.0M	0.54%
55	VANECK ETF TRUST	92189H409	77,445	$4.0M	0.53%
56	KLA CORP	KLAC	5,821	$4.0M	0.53%
57	HUBBELL INC	HUBB	11,901	$3.9M	0.53%
58	ISHARES TR	464288414	36,688	$3.9M	0.52%
59	PACCAR INC	PCAR	39,538	$3.8M	0.52%
60	SPDR S&P 500 ETF TR	SPY	6,624	$3.7M	0.50%
61	NVIDIA CORPORATION	NVDA	33,728	$3.7M	0.49%
62	VANGUARD MUN BD FDS	922907746	73,647	$3.7M	0.49%
63	SEAGATE TECHNOLOGY HLDNGS PL	SE	42,374	$3.6M	0.48%
64	PALANTIR TECHNOLOGIES INC	PLTR	42,244	$3.6M	0.48%
65	META PLATFORMS INC	META	6,176	$3.6M	0.48%
66	BLOCK INC	BSQKZ	65,455	$3.6M	0.48%
67	LAMB WESTON HLDGS INC	LW	65,076	$3.5M	0.47%
68	ACCENTURE PLC IRELAND	ACN	10,915	$3.4M	0.46%
69	UNITEDHEALTH GROUP INC	UNH	6,336	$3.3M	0.45%
70	CDW CORP	CDW	20,577	$3.3M	0.44%
71	JEFFERIES FINL GROUP INC	47233W109	60,109	$3.2M	0.43%
72	ISHARES TR	464288281	34,615	$3.1M	0.42%
73	SPDR SER TR	78468R622	32,234	$3.1M	0.41%
74	BOOZ ALLEN HAMILTON HLDG COR	BAH	28,470	$3.0M	0.40%
75	JPMORGAN CHASE & CO.	VYLD	12,042	$3.0M	0.40%
76	OLD REP INTL CORP	680223104	69,235	$2.7M	0.37%
77	WASTE MGMT INC DEL	94106L109	11,655	$2.7M	0.36%
78	PAYONEER GLOBAL INC	PAYO	368,599	$2.7M	0.36%
79	CARDINAL HEALTH INC	CAH	19,527	$2.7M	0.36%
80	BLUE BIRD CORP	BLBD	81,379	$2.6M	0.35%
81	ORACLE CORP	ORCL-PD	18,818	$2.6M	0.35%
82	COMFORT SYS USA INC	199908104	7,832	$2.5M	0.34%
83	INTERCONTINENTAL EXCHANGE IN	45866F104	14,533	$2.5M	0.34%
84	SM ENERGY CO	SM	82,108	$2.5M	0.33%
85	AMERICAN TOWER CORP NEW	03027X100	11,253	$2.4M	0.33%
86	INTERACTIVE BROKERS GROUP IN	45841N107	14,479	$2.4M	0.32%
87	UNION PAC CORP	UNP	9,994	$2.4M	0.32%
88	ADVANCED MICRO DEVICES INC	AMD	21,677	$2.2M	0.30%
89	FIDELITY NATL INFORMATION SV	31620M106	29,767	$2.2M	0.30%
90	TEXAS INSTRS INC	882508104	12,323	$2.2M	0.30%
91	CATERPILLAR INC	CAT	6,441	$2.1M	0.29%
92	HONEYWELL INTL INC	438516106	9,324	$2.0M	0.27%
93	LINDE PLC	LIN	4,120	$1.9M	0.26%
94	WALMART INC	WMT	21,549	$1.9M	0.25%
95	EXXON MOBIL CORP	XOM	15,901	$1.9M	0.25%
96	INVESCO QQQ TR	IVZ	4,020	$1.9M	0.25%
97	ALPHABET INC	GOOG	11,876	$1.9M	0.25%
98	HARTFORD FINL SVCS GROUP INC	HIG-PG	14,634	$1.8M	0.24%
99	NORTHERN OIL & GAS INC	NOG	55,530	$1.7M	0.23%
100	WISDOMTREE TR	WT	32,793	$1.5M	0.20%
101	FIRST TR EXCH TRADED FD III	33739N108	24,541	$1.2M	0.17%
102	ISHARES TR	46432F396	5,784	$1.2M	0.16%
103	PGIM ETF TR	69344A834	20,794	$1.1M	0.14%
104	ISHARES TR	464287200	1,726	$969,585	0.13%
105	SPDR SER TR	78464A359	11,528	$883,253	0.12%
106	FIDELITY MERRIMACK STR TR	316188309	17,236	$786,804	0.11%
107	TESLA INC	TSLA	2,863	$741,975	0.10%
108	TJX COS INC NEW	872540109	6,087	$741,448	0.10%
109	ISHARES TR	46434V621	11,951	$738,332	0.10%
110	ISHARES TR	464287614	2,038	$735,758	0.10%
111	ISHARES TR	464287671	5,731	$728,340	0.10%
112	ISHARES TR	464287804	6,367	$665,760	0.09%
113	VISA INC	V	1,841	$645,178	0.09%
114	VANGUARD WHITEHALL FDS	921946810	7,613	$631,404	0.09%
115	NETFLIX INC	NFLX	652	$608,010	0.08%
116	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,104	$587,731	0.08%
117	ISHARES TR	464287465	7,157	$584,937	0.08%
118	TRUST FOR PROFESSIONAL MANAG	89834G760	26,887	$581,028	0.08%
119	VANGUARD INDEX FDS	922908363	1,117	$573,805	0.08%
120	SPDR SER TR	78464A284	19,711	$497,103	0.07%
121	TARGA RES CORP	TRGP	2,466	$494,295	0.07%
122	VANGUARD SPECIALIZED FUNDS	921908844	2,478	$480,796	0.06%
123	ISHARES TR	464287168	3,367	$452,114	0.06%
124	ISHARES TR	464287309	4,835	$448,813	0.06%
125	ISHARES TR	46429B689	5,695	$443,724	0.06%
126	VANGUARD INDEX FDS	922908736	1,097	$406,630	0.05%
127	WEC ENERGY GROUP INC	WEC	3,727	$406,119	0.05%
128	STRATEGY SHS	STRD	16,867	$355,731	0.05%
129	ADVISORS INNER CIRCLE FD III	00775Y645	12,098	$353,197	0.05%
130	ISHARES TR	46434V860	6,574	$333,058	0.04%
131	BANK AMERICA CORP	060505104	7,842	$327,247	0.04%
132	BLACKROCK ETF TRUST	BLK	5,143	$311,709	0.04%
133	ISHARES TR	464287655	1,528	$304,857	0.04%
134	ISHARES TR	46438G711	6,508	$302,551	0.04%
135	FRANKLIN TEMPLETON ETF TR	FGDL	12,477	$300,324	0.04%
136	FIRST TR EXCHANGE-TRADED FD	33738R308	13,290	$290,528	0.04%
137	SPDR SER TR	78464A409	3,587	$288,282	0.04%
138	PEPSICO INC	PEP	1,903	$285,336	0.04%
139	LEIDOS HOLDINGS INC	LDOS	2,085	$281,286	0.04%
140	SERIES PORTFOLIOS TR	81752T528	9,517	$252,872	0.03%
141	BLACKROCK ETF TRUST II	BLK	11,127	$252,245	0.03%
142	INVESCO MUN OPPORTUNITY TR	IVZ	25,878	$245,582	0.03%
143	ISHARES TR	46432F842	3,174	$240,130	0.03%
144	ISHARES TR	46434V456	5,998	$238,045	0.03%
145	INVESCO MUNI INCOME OPP TRST	IVZ	38,851	$233,882	0.03%
146	MUELLER INDS INC	624756102	2,991	$227,741	0.03%
147	VANGUARD INDEX FDS	922908769	805	$221,249	0.03%
148	IES HLDGS INC	IESC	1,338	$220,917	0.03%
149	BIO RAD LABS INC	090572207	906	$220,665	0.03%
150	PACER FDS TR	69374H550	7,662	$219,725	0.03%
151	GE AEROSPACE	369604301	1,094	$218,922	0.03%
152	LOWES COS INC	548661107	933	$217,647	0.03%
153	ISHARES TR	464287598	1,120	$210,793	0.03%
154	FIRST TR EXCH TRADED FD III	33739P301	4,392	$209,969	0.03%
155	COCA COLA CO	KO	2,894	$207,268	0.03%
156	ISHARES TR	464288570	1,997	$204,543	0.03%
157	NUVEEN AMT FREE QLTY MUN INC	NU	12,937	$144,896	0.02%
158	RICHARDSON ELECTRS LTD	763165107	10,000	$111,600	0.02%