Insight Wealth Strategies, LLC Portfolio Holdings
Q3 2025•169 long positions•$847.4M portfolio value
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Holding185 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Oil & Gas Integrated Energy | $34.0M 4.01% | +$196.9K Bought | 0.011% 218.8K shares | 217.5K → 218.8K +$196.9K | +0.58% | $312.88B Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $30.4M 3.58% | +$817.7K Bought | — 390.9K shares | 380.4K → 390.9K +$817.7K | +2.77% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $28.5M 3.36% | +$525.8K Bought | — 901.1K shares | 884.5K → 901.1K +$525.8K | +1.88% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $28.1M 3.31% | +$933.4K Bought | — 314.2K shares | 303.7K → 314.2K +$933.4K | +3.44% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $26.6M 3.14% | -$158.1K Sold | — 219.8K shares | 221.1K → 219.8K −$158.1K | -0.59% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $26.3M 3.1% | +$824.1K Bought | — 444.3K shares | 430.4K → 444.3K +$824.1K | +3.23% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $26.2M 3.09% | -$1.8M Sold | — 637.6K shares | 681.5K → 637.6K −$1.8M | -6.45% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $23.7M 2.8% | +$888.1K Bought | — 460.6K shares | 443.3K → 460.6K +$888.1K | +3.89% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $23.5M 2.78% | +$2.1M Bought | — 457.2K shares | 416.0K → 457.2K +$2.1M | +9.9% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $23.1M 2.72% | +$973.5K Bought | — 481.9K shares | 461.6K → 481.9K +$973.5K | +4.41% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $20.4M 2.4% | -$4.6M Sold | — 586.0K shares | 718.8K → 586.0K −$4.6M | -18.48% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $19.0M 2.24% | +$19.0M New | — 449.1K shares | 0 → 449.1K +$19.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $18.5M 2.19% | -$9.1M Sold | — 95.3K shares | 142.3K → 95.3K −$9.1M | -33.01% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $16.6M 1.96% | +$16.6M New | — 307.2K shares | 0 → 307.2K +$16.6M | New | — — | Q3 2025 Held for 2 months | |
Semiconductors Technology | $13.3M 1.57% | -$1.1M Sold | 0.008% 99.4K shares | 107.6K → 99.4K −$1.1M | -7.6% | $168.85B Large Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $12.7M 1.49% | -$20.3K Sold | — 89.8K shares | 89.9K → 89.8K −$20.3K | -0.16% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $12.6M 1.49% | -$9.9K Sold | — 106.5K shares | 106.6K → 106.5K −$9.9K | -0.08% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $12.5M 1.47% | -$17.9K Sold | — 125.4K shares | 125.6K → 125.4K −$17.9K | -0.14% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $12.3M 1.45% | -$1.0M Sold | — 128.8K shares | 139.6K → 128.8K −$1.0M | -7.74% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $12.1M 1.43% | +$20.0K Bought | — 89.7K shares | 89.5K → 89.7K +$20.0K | +0.17% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $11.9M 1.4% | -$6.6M Sold | — 568.0K shares | 882.4K → 568.0K −$6.6M | -35.63% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $11.9M 1.4% | +$2.2M Bought | 0.0% 46.6K shares | 37.9K → 46.6K +$2.2M | +22.71% | $3.78T Mega Cap | Q3 2020 Held for 5y 2m | |
Unknown Unknown | $11.8M 1.39% | +$11.8M New | — 514.9K shares | 0 → 514.9K +$11.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $11.7M 1.38% | +$11.7M Bought | — 84.3K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $9.7M 1.15% | +$454.0K Bought | — 249.8K shares | 238.2K → 249.8K +$454.0K | +4.9% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $9.1M 1.07% | +$6.0K Bought | — 243.4K shares | 243.2K → 243.4K +$6.0K | +0.07% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $8.3M 0.974% | +$94.4K Bought | — 29.3K shares | 28.9K → 29.3K +$94.4K | +1.16% | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $8.2M 0.964% | +$29.0K Bought | 0.0% 15.8K shares | 15.7K → 15.8K +$29.0K | +0.36% | $3.85T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $7.6M 0.902% | -$6.7M Sold | — 181.4K shares | 340.1K → 181.4K −$6.7M | -46.68% | — — | Q1 2025 Held for 8 months | |
Financial - Credit Services Financial Services | $7.6M 0.902% | -$26.9K Sold | 0.003% 23.0K shares | 23.1K → 23.0K −$26.9K | -0.35% | $231.14B Mega Cap | Q3 2020 Held for 5y 2m | |
Internet Content & Information Communication Services | $7.4M 0.878% | -$39.4K Sold | 0.0% 30.6K shares | 30.8K → 30.6K −$39.4K | -0.53% | $2.95T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $7.3M 0.859% | +$7.3M Bought | — 110.5K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $6.9M 0.809% | -$238.4K Sold | — 61.5K shares | 63.7K → 61.5K −$238.4K | -3.36% | — — | Q3 2020 Held for 5y 2m | |
Software - Infrastructure Technology | $6.5M 0.767% | -$785.1K Sold | 0.002% 35.6K shares | 39.9K → 35.6K −$785.1K | -10.78% | $432.76B Mega Cap | Q3 2023 Held for 2y 2m | |
Engineering & Construction Industrials | $6.4M 0.758% | -$107.3K Sold | 0.022% 7.8K shares | 7.9K → 7.8K −$107.3K | -1.64% | $29.1B Large Cap | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $6.3M 0.747% | +$423.6K Bought | 0.0% 28.8K shares | 26.9K → 28.8K +$423.6K | +7.18% | $2.34T Mega Cap | Q3 2020 Held for 5y 2m | |
Computer Hardware Technology | $6.2M 0.734% | -$6.8M Sold | 0.012% 26.4K shares | 55.1K → 26.4K −$6.8M | -52.19% | $50.3B Large Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $6.1M 0.723% | -$441.1K Sold | 0.004% 5.7K shares | 6.1K → 5.7K −$441.1K | -6.72% | $142.03B Large Cap | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $6.1M 0.716% | -$375.2K Sold | 0.0% 32.5K shares | 34.5K → 32.5K −$375.2K | -5.82% | $4.54T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $5.9M 0.697% | +$182.0K Bought | — 138.6K shares | 134.4K → 138.6K +$182.0K | +3.18% | — — | Q2 2025 Held for 5 months | |
Information Technology Services Technology | $5.6M 0.657% | +$89.8K Bought | 0.023% 29.5K shares | 29.0K → 29.5K +$89.8K | +1.64% | $24.2B Large Cap | Q1 2024 Held for 1y 8m | |
Medical - Diagnostics & Research Healthcare | $5.5M 0.644% | -$76.7K Sold | 0.011% 8.5K shares | 8.7K → 8.5K −$76.7K | -1.39% | $51.1B Large Cap | Q4 2021 Held for 3y 11m | |
Medical - Distribution Healthcare | $5.4M 0.638% | +$671.9K Bought | — 17.3K shares | 15.1K → 17.3K +$671.9K | +14.2% | — — | Q4 2022 Held for 2y 11m | |
Financial - Capital Markets Financial Services | $5.3M 0.631% | -$27.8K Sold | 0.04% 81.8K shares | 82.2K → 81.8K −$27.8K | -0.52% | $13.5B Large Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $5.2M 0.619% | +$176.3K Bought | 0.0% 7.1K shares | 6.9K → 7.1K +$176.3K | +3.48% | $1.84T Mega Cap | Q2 2023 Held for 2y 5m | |
Oil & Gas Equipment & Services Energy | $5.2M 0.609% | +$5.2M New | 0.011% 105.9K shares | 0 → 105.9K +$5.2M | New | $48.0B Large Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $5.1M 0.607% | -$202.5K Sold | 0.001% 18.3K shares | 19.0K → 18.3K −$202.5K | -3.79% | $801.76B Mega Cap | Q4 2023 Held for 1y 11m | |
Home Improvement Consumer Cyclical | $5.1M 0.604% | +$64.8K Bought | 0.001% 12.6K shares | 12.5K → 12.6K +$64.8K | +1.28% | $403.32B Mega Cap | Q3 2020 Held for 5y 2m | |
Staffing & Employment Services Industrials | $5.1M 0.598% | +$628.7K Bought | 0.004% 17.3K shares | 15.1K → 17.3K +$628.7K | +14.16% | $118.89B Large Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $5.0M 0.595% | -$1.9M Sold | 0.0% 15.3K shares | 20.9K → 15.3K −$1.9M | -27.06% | $1.56T Mega Cap | Q3 2020 Held for 5y 2m |
