Insight Wealth Strategies, LLC Top Holdings and 13F Report (2025) About Insight Wealth Strategies, LLCInvestment ActivityInsight Wealth Strategies, LLC has $848.75 million in total holdings as of September 30, 2025.Insight Wealth Strategies, LLC owns shares of 171 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 15.03% of the portfolio was purchased this quarter.About 13.73% of the portfolio was sold this quarter.This quarter, Insight Wealth Strategies, LLC has purchased 171 new stocks and bought additional shares in 87 stocks.Insight Wealth Strategies, LLC sold shares of 61 stocks and completely divested from 16 stocks this quarter.Largest Holdings Chevron $33,978,922Vanguard Long-Term Corporate Bond ETF $30,355,408iShares Preferred and Income Securities ETF $28,492,138iShares 20+ Year Treasury Bond ETF $28,076,507Invesco S&P 500 Momentum ETF $26,605,120 Largest New Holdings this Quarter 25434V856 - Dimensional Inflation-Protected Securities ETF $18,964,703 Holding46138E222 - Invesco S&P International Developed Momentum ETF $16,586,681 Holding82889N830 - Simplify High Yield ETF $11,795,267 Holding81369Y209 - Health Care Select Sector SPDR Fund $11,732,896 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $7,281,519 Holding Largest Purchases this Quarter Dimensional Inflation-Protected Securities ETF 449,081 shares (about $18.96M)Invesco S&P International Developed Momentum ETF 307,218 shares (about $16.59M)Simplify High Yield ETF 514,852 shares (about $11.80M)Health Care Select Sector SPDR Fund 84,306 shares (about $11.73M)iShares Core MSCI Emerging Markets ETF 110,460 shares (about $7.28M) Largest Sales this Quarter First Trust Dow Jones Internet Index Fund 44,316 shares (about $12.40M)iShares MSCI USA Quality Factor ETF 46,960 shares (about $9.13M)Seagate Technology 28,778 shares (about $6.79M)iShares Currency Hedged MSCI Eurozone ETF 158,790 shares (about $6.70M)Invesco Senior Loan ETF 314,448 shares (about $6.58M) Sector Allocation Over TimeMap of 500 Largest Holdings ofInsight Wealth Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCVXChevron$33,978,922$196,908 ▲0.6%218,8094.0%EnergyVCLTVanguard Long-Term Corporate Bond ETF$30,355,408$817,732 ▲2.8%390,9263.6%ManufacturingPFFiShares Preferred and Income Securities ETF$28,492,138$525,809 ▲1.9%901,0803.4%ETFTLTiShares 20+ Year Treasury Bond ETF$28,076,507$933,381 ▲3.4%314,1603.3%ETFSPMOInvesco S&P 500 Momentum ETF$26,605,120$158,104 ▼-0.6%219,7683.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$26,303,242$824,122 ▲3.2%444,3123.1%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$26,210,449$1,806,208 ▼-6.4%637,5693.1%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$23,737,185$888,085 ▲3.9%460,5592.8%ETFTFLRT. Rowe Price Floating Rate ETF$23,525,700$2,119,432 ▲9.9%457,2092.8%ETFHYDBiShares High Yield Systematic Bond ETF$23,056,963$973,501 ▲4.4%481,9102.7%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$20,363,864$4,615,290 ▼-18.5%586,0102.4%ETFDFIPDimensional Inflation-Protected Securities ETF$18,964,703$18,964,703 ▲New Holding449,0812.2%ETFQUALiShares MSCI USA Quality Factor ETF$18,534,639$9,133,698 ▼-33.0%95,2942.2%ETFIDMOInvesco S&P International Developed Momentum ETF$16,586,681$16,586,681 ▲New Holding307,2182.0%ETFLAM RESEARCH CORP$13,306,730$1,094,634 ▼-7.6%99,3781.6%COM NEWVYMVanguard High Dividend Yield ETF$12,656,247$20,297 ▼-0.2%89,7921.5%ETFXLCCommunication Services Select Sector SPDR Fund$12,605,636$9,943 ▼-0.1%106,4941.5%ETFAVUVAvantis U.S. Small Cap Value ETF$12,483,256$17,915 ▼-0.1%125,4221.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$12,257,691$1,027,896 ▼-7.7%128,8381.4%ETFXMMOInvesco S&P MidCap Momentum ETF$12,129,694$20,014 ▲0.2%89,6971.4%ETFBKLNInvesco Senior Loan ETF$11,888,225$6,581,400 ▼-35.6%567,9991.4%ETFAAPLApple$11,855,973$2,193,872 ▲22.7%46,5621.4%Computer and TechnologyCDXSimplify High Yield ETF$11,795,267$11,795,267 ▲New Holding514,8521.4%ETFXLVHealth Care Select Sector SPDR Fund$11,732,896$11,732,896 ▲New Holding84,3061.4%ETFBKGIBNY Mellon Global Infrastructure Income ETF$9,726,556$454,021 ▲4.9%249,8151.1%ETFSAMTStrategas Macro Thematic Opportunities ETF$9,070,922$5,963 ▲0.1%243,3841.1%ETFXLKTechnology Select Sector SPDR Fund$8,252,077$94,424 ▲1.2%29,2771.0%ETFMSFTMicrosoft$8,168,937$29,005 ▲0.4%15,7721.0%Computer and TechnologyHEZUiShares Currency Hedged MSCI Eurozone ETF$7,646,738$6,695,223 ▼-46.7%181,3570.9%ETFAXPAmerican Express$7,641,149$26,905 ▼-0.4%23,0040.9%FinanceGOOGLAlphabet$7,442,161$39,382 ▼-0.5%30,6140.9%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$7,281,519$7,281,519 ▲New Holding110,4600.9%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$6,858,304$238,434 ▼-3.4%61,5260.8%FinancePALANTIR TECHNOLOGIES INC$6,496,708$785,136 ▼-10.8%35,6140.8%CL AFIXComfort Systems USA$6,426,326$107,270 ▼-1.6%7,7880.8%ConstructionAMZNAmazon.com$6,326,569$423,557 ▲7.2%28,8130.7%Retail/WholesaleSTXSeagate Technology$6,222,091$6,793,358 ▼-52.2%26,3580.7%Computer and TechnologyKLACKLA$6,123,215$441,148 ▼-6.7%5,6770.7%Computer and TechnologyNVDANVIDIA$6,069,044$375,211 ▼-5.8%32,5280.7%Computer and TechnologyIGOViShares International Treasury Bond ETF$5,905,681$181,987 ▲3.2%138,6310.7%ETFLDOSLeidos$5,568,043$89,755 ▲1.6%29,4670.7%Computer and TechnologyIDXXIDEXX Laboratories$5,456,121$76,667 ▼-1.4%8,5400.6%MedicalCORCencora$5,405,371$671,921 ▲14.2%17,2960.6%MedicalJEFJefferies Financial Group$5,349,325$27,803 ▼-0.5%81,7690.6%FinanceMETAMeta Platforms$5,247,379$176,259 ▲3.5%7,1450.6%Computer and TechnologyBKRBaker Hughes$5,158,668$5,158,668 ▲New Holding105,8840.6%EnergyORCLOracle$5,143,822$202,491 ▼-3.8%18,2900.6%Computer and TechnologyHDHome Depot$5,122,357$64,830 ▲1.3%12,6420.6%Retail/WholesaleADPAutomatic Data Processing$5,069,214$628,662 ▲14.2%17,2720.6%Computer and TechnologyAVGOBroadcom$5,039,835$1,869,648 ▼-27.1%15,2760.6%Computer and TechnologyCEGConstellation Energy$5,008,445$5,008,445 ▲New Holding15,2200.6%EnergyWFRDWeatherford International$4,982,665$4,982,665 ▲New Holding72,8140.6%EnergyABTAbbott Laboratories$4,911,982$4,911,982 ▲New Holding36,6730.6%MedicalMSIMotorola Solutions$4,907,500$72,250 ▲1.5%10,7320.6%Computer and TechnologyBAHBooz Allen Hamilton$4,833,561$953,919 ▲24.6%48,3600.6%Business ServicesMRKMerck & Co., Inc.$4,802,391$4,802,391 ▲New Holding57,2190.6%MedicalMCOMoody's$4,792,749$55,746 ▲1.2%10,0590.6%FinanceSWKStanley Black & Decker$4,775,656$4,775,656 ▲New Holding64,2490.6%IndustrialsMCKMcKesson$4,770,698$242,591 ▲5.4%6,1750.6%MedicalQCOMQUALCOMM$4,760,556$4,760,556 ▲New Holding28,6160.6%Computer and TechnologyCDWCDW$4,745,816$578,354 ▲13.9%29,7950.6%Computer and TechnologyGWWW.W. Grainger$4,744,059$560,367 ▲13.4%4,9780.6%IndustrialsCHENIERE ENERGY INC$4,482,561$89,999 ▲2.0%19,0760.5%COM NEWSPYSPDR S&P 500 ETF Trust$4,410,421$29,980 ▼-0.7%6,6200.5%FinancePCARPACCAR$4,381,735$40,901 ▲0.9%44,5660.5%Auto/Tires/TrucksBLBDBlue Bird$4,350,147$207,468 ▼-4.6%75,5890.5%Auto/Tires/TrucksBLOCK INC$4,238,106$547,587 ▼-11.4%58,6430.5%CL AINTUIntuit$4,160,475$1,912,917 ▲85.1%6,0920.5%Computer and TechnologyREGNRegeneron Pharmaceuticals$4,092,201$4,092,201 ▲New Holding7,2780.5%MedicalCTASCintas$4,047,007$37,564 ▲0.9%19,7160.5%Business ServicesHYDVanEck High Yield Muni ETF$4,022,195$4,988 ▲0.1%79,0220.5%ETFMBBiShares MBS ETF$3,924,374$16,080 ▼-0.4%41,2440.5%ETFMUBiShares National Muni Bond ETF$3,875,817$18,103 ▼-0.5%36,3960.5%ETFDTDynatrace$3,848,093$118,848 ▲3.2%79,4240.5%Computer and TechnologyPAYOPayoneer Global$3,830,942$30,044 ▲0.8%633,2130.5%Business ServicesFLOTiShares Floating Rate Bond ETF$3,817,978$4,138 ▼-0.1%74,7380.4%ETFFTNTFortinet$3,617,794$63,649 ▲1.8%43,0280.4%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$3,614,009$83,267 ▼-2.3%72,1790.4%ETFACNAccenture$3,582,057$146,725 ▲4.3%14,5260.4%Computer and TechnologyVRSKVerisk Analytics$3,523,736$421,540 ▲13.6%14,0100.4%Business ServicesAMDAdvanced Micro Devices$3,506,636$971 ▲0.0%21,6740.4%Computer and TechnologyGDDYGoDaddy$3,457,831$561,961 ▲19.4%25,2710.4%Computer and TechnologyJPMJPMorgan Chase & Co.$3,340,634$4,100 ▼-0.1%10,5910.4%FinanceIEFiShares 7-10 Year Treasury Bond ETF$3,163,492$25,948 ▼-0.8%32,7960.4%ETFIBKRInteractive Brokers Group$2,943,283$240,767 ▼-7.6%42,7740.3%FinanceGOOGAlphabet$2,934,137$12,421 ▲0.4%12,0470.3%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,831,938$229,030 ▼-7.5%29,7500.3%ETFJNKSPDR Bloomberg High Yield Bond ETF$2,774,189$199,213 ▼-6.7%28,3110.3%FinanceSMSM Energy$2,698,613$17,304 ▲0.6%108,0740.3%EnergyWMWaste Management$2,665,495$327,280 ▲14.0%12,0700.3%Business ServicesORIOld Republic International$2,571,236$86,130 ▲3.5%60,5420.3%FinanceCAHCardinal Health$2,557,822$59,017 ▲2.4%16,2960.3%MedicalQQQInvesco QQQ$2,459,490$55,829 ▲2.3%4,0970.3%FinanceHIGThe Hartford Insurance Group$2,393,977$153,000 ▲6.8%17,9470.3%FinanceWMTWalmart$1,948,895$35,969 ▲1.9%18,9100.2%Retail/WholesaleNTSXWisdomTree U.S. Efficient Core Fund$1,809,147$132,591 ▲7.9%33,5520.2%FinanceXOMExxon Mobil$1,789,162$12,065 ▲0.7%15,8680.2%EnergyMTUMiShares MSCI USA Momentum Factor ETF$1,458,988$25,902 ▼-1.7%5,6890.2%ETFFMBFirst Trust Managed Municipal ETF$1,227,453$17,137 ▼-1.4%24,2090.1%ManufacturingTSLATesla$1,204,746$21,347 ▼-1.7%2,7090.1%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. 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