13F HOLDINGS REPORT

Insight Wealth Strategies, LLC

Quarter ended Q2 2025 · Filed July 7, 2025 · Accession 0001749914-25-000004

Total Value

$791.7M

Positions

171

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (171)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	CHEVRON CORP NEW	CVX	217,541	$31.7M	4.00%
2	VANGUARD SCOTTSDALE FDS	92206C813	380,395	$28.8M	3.64%
3	ISHARES TR	464288687	884,451	$27.1M	3.43%
4	GOLDMAN SACHS ETF TR	NVGLF	681,505	$27.0M	3.41%
5	ISHARES TR	464287432	303,716	$26.8M	3.38%
6	ISHARES TR	46432F339	142,254	$26.1M	3.30%
7	INVESCO EXCH TRADED FD TR II	IVZ	221,074	$24.5M	3.09%
8	LEGG MASON ETF INVT	52468L505	718,824	$23.5M	2.97%
9	BLACKROCK ETF TRUST	BLK	430,391	$23.4M	2.95%
10	ISHARES TR	464289511	443,328	$22.2M	2.81%
11	ISHARES TR	46435G102	245,103	$21.9M	2.76%
12	ISHARES TR	46435G250	461,563	$21.8M	2.75%
13	T ROWE PRICE ETF INC	87283Q883	416,019	$21.4M	2.71%
14	INVESCO EXCH TRADED FD TR II	IVZ	882,447	$18.5M	2.33%
15	ISHARES TR	46434V639	340,147	$13.9M	1.75%
16	ISHARES TR	46429B697	139,642	$13.2M	1.66%
17	FIRST TR EXCHANGE-TRADED FD	33733E302	45,727	$12.2M	1.54%
18	VANGUARD WHITEHALL FDS	921946406	89,936	$12.1M	1.53%
19	AMERICAN CENTY ETF TR	025072877	125,602	$11.7M	1.48%
20	INVESCO EXCHANGE TRADED FD T	IVZ	89,549	$11.5M	1.46%
21	SELECT SECTOR SPDR TR	81369Y852	106,578	$11.5M	1.45%
22	LAM RESEARCH CORP	LRCX	107,553	$10.4M	1.32%
23	BNY MELLON ETF TRUST	09661T826	238,154	$9.2M	1.17%
24	ADVISORS INNER CIRCLE FD III	00775Y645	243,224	$8.2M	1.04%
25	SEAGATE TECHNOLOGY HLDNGS PL	SE	55,136	$8.0M	1.01%
26	APPLE INC	AAPL	37,946	$7.9M	1.00%
27	MICROSOFT CORP	MSFT	15,716	$7.7M	0.98%
28	AMERICAN EXPRESS CO	AXP	23,085	$7.4M	0.94%
29	SELECT SECTOR SPDR TR	81369Y803	28,942	$7.3M	0.92%
30	ISHARES TR	464287242	63,665	$7.0M	0.88%
31	AMAZON COM INC	AMZN	26,884	$5.9M	0.75%
32	ISHARES TR	464288117	134,359	$5.8M	0.73%
33	BROADCOM INC	AVGO	20,943	$5.5M	0.70%
34	KLA CORP	KLAC	6,086	$5.5M	0.69%
35	ALPHABET INC	GOOG	30,776	$5.4M	0.68%
36	NVIDIA CORPORATION	NVDA	34,539	$5.3M	0.67%
37	PALANTIR TECHNOLOGIES INC	PLTR	39,918	$5.2M	0.66%
38	MOODYS CORP	MCO	9,942	$5.0M	0.63%
39	META PLATFORMS INC	META	6,905	$5.0M	0.63%
40	CORTEVA INC	CTVA	64,038	$4.8M	0.61%
41	CDW CORP	CDW	26,164	$4.7M	0.60%
42	SYSCO CORP	SYY	61,246	$4.7M	0.60%
43	IDEXX LABS INC	45168D104	8,660	$4.7M	0.59%
44	AUTOMATIC DATA PROCESSING IN	ADP	15,130	$4.7M	0.59%
45	LEIDOS HOLDINGS INC	LDOS	28,992	$4.7M	0.59%
46	HOME DEPOT INC	HD	12,482	$4.7M	0.59%
47	GRAINGER W W INC	384802104	4,390	$4.6M	0.58%
48	REINSURANCE GRP OF AMERICA I	759351604	22,984	$4.6M	0.58%
49	JEFFERIES FINL GROUP INC	47233W109	82,194	$4.6M	0.58%
50	SHERWIN WILLIAMS CO	SHW	12,736	$4.5M	0.57%
51	BLOCK INC	BSQKZ	66,220	$4.5M	0.57%
52	MOTOROLA SOLUTIONS INC	MSI	10,574	$4.5M	0.57%
53	CENCORA INC	COR	15,146	$4.5M	0.57%
54	CHENIERE ENERGY INC	LNG	18,693	$4.4M	0.56%
55	CINTAS CORP	CTAS	19,533	$4.4M	0.55%
56	PACCAR INC	PCAR	44,150	$4.3M	0.55%
57	FORTINET INC	FTNT	42,271	$4.3M	0.55%
58	PAYONEER GLOBAL INC	PAYO	628,247	$4.3M	0.55%
59	ARCH CAP GROUP LTD	G0450A105	46,656	$4.3M	0.54%
60	MCKESSON CORP	MCK	5,861	$4.3M	0.54%
61	ACCENTURE PLC IRELAND	ACN	13,931	$4.2M	0.53%
62	DYNATRACE INC	DT	76,971	$4.2M	0.53%
63	BOOZ ALLEN HAMILTON HLDG COR	BAH	38,816	$4.2M	0.53%
64	ORACLE CORP	ORCL-PD	19,010	$4.2M	0.53%
65	COMFORT SYS USA INC	199908104	7,918	$4.1M	0.52%
66	SPDR S&P 500 ETF TR	SPY	6,665	$4.1M	0.52%
67	VANECK ETF TRUST	92189H409	78,924	$4.0M	0.50%
68	ISHARES TR	464288588	41,413	$3.9M	0.49%
69	VERISK ANALYTICS INC	VRSK	12,334	$3.9M	0.49%
70	ISHARES TR	464288414	36,566	$3.8M	0.48%
71	ISHARES TR	46429B655	74,819	$3.8M	0.48%
72	GODADDY INC	GDDY	21,164	$3.8M	0.48%
73	VANGUARD MUN BD FDS	922907746	73,842	$3.6M	0.46%
74	BLUE BIRD CORP	BLBD	79,194	$3.5M	0.44%
75	INTERCONTINENTAL EXCHANGE IN	45866F104	18,720	$3.4M	0.43%
76	ISHARES TR	464287440	33,065	$3.2M	0.40%
77	JPMORGAN CHASE & CO.	VYLD	10,604	$3.1M	0.39%
78	ISHARES TR	464288281	32,156	$3.0M	0.38%
79	ADVANCED MICRO DEVICES INC	AMD	21,668	$2.9M	0.37%
80	SPDR SERIES TRUST	78468R622	30,344	$2.9M	0.37%
81	SM ENERGY CO	SM	107,381	$2.8M	0.35%
82	CARDINAL HEALTH INC	CAH	15,920	$2.6M	0.33%
83	INTERACTIVE BROKERS GROUP IN	45841N107	46,273	$2.6M	0.33%
84	INTUIT	INTU	3,291	$2.6M	0.32%
85	FIDELITY NATL INFORMATION SV	31620M106	29,826	$2.5M	0.31%
86	UNION PAC CORP	UNP	10,308	$2.4M	0.31%
87	WASTE MGMT INC DEL	94106L109	10,588	$2.4M	0.31%
88	AMERICAN TOWER CORP NEW	03027X100	10,664	$2.4M	0.30%
89	OLD REP INTL CORP	680223104	58,514	$2.2M	0.28%
90	HONEYWELL INTL INC	438516106	9,374	$2.2M	0.28%
91	INVESCO QQQ TR	IVZ	4,004	$2.2M	0.28%
92	HARTFORD INSURANCE GROUP INC	HIG-PG	16,800	$2.1M	0.27%
93	ALPHABET INC	GOOG	11,996	$2.1M	0.27%
94	WALMART INC	WMT	18,561	$1.8M	0.23%
95	EXXON MOBIL CORP	XOM	15,761	$1.7M	0.22%
96	WISDOMTREE TR	WT	31,093	$1.6M	0.20%
97	ISHARES TR	46432F396	5,790	$1.4M	0.17%
98	FIRST TR EXCH TRADED FD III	33739N108	24,547	$1.2M	0.15%
99	ISHARES TR	464287200	1,798	$1.1M	0.14%
100	PGIM ETF TR	69344A834	18,406	$943,143	0.12%
101	SPDR SERIES TRUST	78464A359	11,425	$940,148	0.12%
102	ISHARES TR	464287465	10,041	$896,102	0.11%
103	ISHARES TR	464287614	2,038	$856,286	0.11%
104	ISHARES TR	464287671	5,736	$854,446	0.11%
105	NETFLIX INC	NFLX	657	$849,895	0.11%
106	TESLA INC	TSLA	2,757	$829,057	0.10%
107	FIDELITY MERRIMACK STR TR	316188309	17,254	$789,180	0.10%
108	ISHARES TR	46434V621	11,928	$772,427	0.10%
109	TJX COS INC NEW	872540109	6,113	$765,052	0.10%
110	SPDR SERIES TRUST	78464A284	29,195	$720,521	0.09%
111	FRANKLIN TEMPLETON ETF TR	FGDL	29,099	$701,728	0.09%
112	VANGUARD WHITEHALL FDS	921946810	7,619	$687,157	0.09%
113	ISHARES TR	464287804	6,092	$675,948	0.09%
114	VISA INC	V	1,846	$656,348	0.08%
115	VANGUARD INDEX FDS	922908363	1,077	$611,281	0.08%
116	JANUS DETROIT STR TR	47103U845	11,684	$590,841	0.07%
117	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,130	$553,041	0.07%
118	TRUST FOR PROFESSIONAL MANAG	89834G760	22,726	$531,561	0.07%
119	ISHARES TR	464287309	4,840	$527,423	0.07%
120	VANGUARD SPECIALIZED FUNDS	921908844	2,434	$501,622	0.06%
121	SELECT SECTOR SPDR TR	81369Y605	9,370	$493,416	0.06%
122	ISHARES TR	46429B689	5,737	$483,974	0.06%
123	VANGUARD INDEX FDS	922908736	1,097	$475,879	0.06%
124	ISHARES TR	46438G711	10,312	$473,900	0.06%
125	ISHARES TR	464287168	3,395	$459,510	0.06%
126	ISHARES TR	46434V456	9,938	$428,733	0.05%
127	TARGA RES CORP	TRGP	2,481	$426,701	0.05%
128	IES HLDGS INC	IESC	1,404	$406,177	0.05%
129	WEC ENERGY GROUP INC	WEC	3,669	$384,302	0.05%
130	BANK AMERICA CORP	060505104	7,954	$382,985	0.05%
131	ISHARES TR	46435G672	7,388	$377,880	0.05%
132	STRATEGY SHS	STRD	17,152	$370,649	0.05%
133	ABRDN PRECIOUS METALS BASKET	GLTR	2,556	$355,105	0.04%
134	BLACKROCK ETF TRUST	BLK	5,253	$353,021	0.04%
135	ISHARES INC	464286210	6,384	$351,120	0.04%
136	SIMPLIFY EXCHANGE TRADED FUN	82889N699	13,099	$350,541	0.04%
137	INVESCO EXCH TRADED FD TR II	IVZ	14,227	$344,856	0.04%
138	SPDR SERIES TRUST	78464A409	3,592	$338,848	0.04%
139	ISHARES TR	464287655	1,536	$334,911	0.04%
140	PACER FDS TR	69374H550	10,813	$328,714	0.04%
141	FIRST TR EXCHANGE TRADED FD	33738R308	13,441	$305,923	0.04%
142	TEXAS INSTRS INC	882508104	1,423	$299,412	0.04%
143	SPDR GOLD TR	GLD	909	$279,563	0.04%
144	GE AEROSPACE	369604301	1,110	$276,292	0.03%
145	VANGUARD TAX-MANAGED FDS	921943858	4,744	$270,240	0.03%
146	ISHARES TR	46432F842	3,185	$265,320	0.03%
147	SERIES PORTFOLIOS TR	81752T528	9,718	$260,157	0.03%
148	PEPSICO INC	PEP	1,915	$259,023	0.03%
149	VANECK ETF TRUST	92189F676	932	$257,051	0.03%
150	INVESCO EXCH TRADED FD TR II	IVZ	5,166	$251,035	0.03%
151	BLACKROCK ETF TRUST II	BLK	11,261	$250,215	0.03%
152	INVESCO MUN OPPORTUNITY TR	IVZ	26,410	$244,297	0.03%
153	MUELLER INDS INC	624756102	2,918	$239,440	0.03%
154	WISDOMTREE TR	WT	7,561	$237,798	0.03%
155	VANGUARD INDEX FDS	922908769	780	$237,069	0.03%
156	ISHARES TR	464288570	2,022	$234,469	0.03%
157	SCHWAB STRATEGIC TR	808524300	7,891	$228,217	0.03%
158	INVESCO MUNI INCOME OPP TRST	IVZ	39,103	$224,845	0.03%
159	COCA COLA CO	KO	3,137	$224,797	0.03%
160	BIO RAD LABS INC	090572207	906	$224,679	0.03%
161	BROWN & BROWN INC	BRO	2,056	$224,004	0.03%
162	LOWES COS INC	548661107	968	$221,309	0.03%
163	HUBBELL INC	HUBB	537	$220,260	0.03%
164	ISHARES TR	464287598	1,121	$219,845	0.03%
165	SPDR SERIES TRUST	78468R556	1,720	$218,273	0.03%
166	CISCO SYS INC	CSCO	3,123	$215,812	0.03%
167	FIRST TR EXCH TRADED FD III	33739P301	4,412	$206,049	0.03%
168	ISHARES TR	46436E767	3,832	$205,740	0.03%
169	SELECT SECTOR SPDR TR	81369Y407	940	$205,109	0.03%
170	NUVEEN AMT FREE QLTY MUN INC	NU	13,286	$146,011	0.02%
171	RICHARDSON ELECTRS LTD	763165107	10,000	$97,900	0.01%