Insight Wealth Strategies, LLC

13F filer, CIK 1749914, SAN RAMON, CA

Insight Wealth Strategies, LLC reported $745,689,348 across 152 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-06. Its ten largest share positions make up 35.15% of the portfolio.

Filed 2025-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001749914-25-000001

Period: 2024-12-31
Reported value: $746M
Holdings: 152
Top 10 weight: 35.15%
New: 20
Sold out: 27

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BKLNnew	+695,844	$14.7M
XLYnew	+48,938	$11M
ICVTnew	+127,277	$10.8M
FDNnew	+34,734	$8.45M
LAM RESEARCH CORPadded	+95,433	$6.89M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SHYexited	-151,717	-$12.6M
XLIexited	-86,630	-$11.7M
FLTRexited	-424,029	-$10.8M
XLVexited	-57,495	-$8.86M
EWJexited	-94,013	-$6.73M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001749914-25-000001, largest first. % of portfolio is the value over $745,689,348, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
USMVISHARES TR	343,489	$30.5M	4.09%	+4,163	Timeline
CVXCHEVRON CORPORATION	201,015	$29.1M	3.9%	+1,092	Timeline
LQDISHARES TR	263,381	$28.1M	3.77%	+44	Timeline
MBBISHARES TR	293,125	$26.9M	3.6%	+23,419	Timeline
QUALISHARES TR	148,219	$26.4M	3.54%	-2,023	Timeline
GSIEGOLDMAN SACHS ETF TR	763,371	$25.5M	3.41%	+17,120	Timeline
VIGIVANGUARD WHITEHALL FDS	313,227	$25.1M	3.36%	+5,823	Timeline
IEFISHARES TR	257,997	$23.9M	3.2%	+6,458	Timeline
VCLTVANGUARD SCOTTSDALE FDS	317,834	$23.8M	3.19%	+9,089	Timeline
TLTISHARES TR	263,090	$23M	3.08%	+11,176	Timeline
PFFISHARES TR	678,900	$21.3M	2.86%	-6,379	Timeline
LVHILEGG MASON ETF INVT	607,326	$18.5M	2.49%	+21,388	Timeline
JAAAJANUS DETROIT STR TR	299,831	$15.2M	2.04%	+11,124	Timeline
BKLNINVESCO EXCH TRADED FD TR II	695,844	$14.7M	1.97%	new	Timeline
VYMVANGUARD WHITEHALL FDS	96,513	$12.3M	1.65%	+2,284	Timeline
IJRISHARES TR	106,397	$12.3M	1.64%	+72	Timeline
AVUVAMERICAN CENTY ETF TR	122,269	$11.8M	1.58%	+2,291	Timeline
XLYSELECT SECTOR SPDR TR	48,938	$11M	1.47%	new	Timeline
ICVTISHARES TR	127,277	$10.8M	1.45%	new	Timeline
XLFSELECT SECTOR SPDR TR	210,170	$10.2M	1.36%	-3,163	Timeline
AAPLAPPLE INC	37,991	$9.51M	1.28%	-19,963	Timeline
TIPISHARES TR	85,283	$9.09M	1.22%	+2,108	Timeline
XOPSPDR SERIES TRUST	63,904	$8.46M	1.13%	+1,578	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	34,734	$8.45M	1.13%	new	Timeline
LAM RESEARCH CORPLAM RESEARCH CORP	103,703	$7.49M	1%	+95,433
XLPSELECT SECTOR SPDR TR	82,409	$6.48M	0.87%	+1,908	Timeline
GLTRABRDN PRECIOUS METALS BASKET	57,678	$6.33M	0.85%	new	Timeline
AMZNAMAZON COM INC	27,811	$6.1M	0.82%	+265	Timeline
GOOGLALPHABET INC	31,658	$5.99M	0.8%	+8,469	Timeline
AVGOBROADCOM INC	25,427	$5.89M	0.79%	-4,248	Timeline
PLTRPALANTIR TECHNOLOGIES INC	74,353	$5.62M	0.75%	-10,648	Timeline
AXPAMERICAN EXPRESS CO	18,759	$5.57M	0.75%	-877	Timeline
XSVMINVESCO EXCHANGE TRADED FD T	102,080	$5.56M	0.75%	+2,097	Timeline
HYDBISHARES TR	115,992	$5.45M	0.73%	+5,016	Timeline
FYLDCAMBRIA ETF TR	211,730	$5.34M	0.72%	+7,277	Timeline
MSFTMICROSOFT CORP	12,559	$5.29M	0.71%	+752	Timeline
MCKMCKESSON CORP	8,420	$4.8M	0.64%	+831	Timeline
MCOMOODYS CORP	9,905	$4.69M	0.63%	-262	Timeline
ADPAUTOMATIC DATA PROCESSING IN	15,997	$4.68M	0.63%	new	Timeline
MSIMOTOROLA SOLUTIONS INC	10,064	$4.65M	0.62%	-1,392	Timeline
SYYSYSCO CORP	60,103	$4.6M	0.62%	-22,323	Timeline
GWWWW GRAINGER INC	4,328	$4.56M	0.61%	+152	Timeline
CORCENCORA INC	20,249	$4.55M	0.61%	+11,232	Timeline
NVDANVIDIA CORPORATION	33,602	$4.51M	0.61%	+659	Timeline
HDHOME DEPOT INC	11,490	$4.47M	0.6%	-104	Timeline
LNGCHENIERE ENERGY INC	20,732	$4.45M	0.6%	new	Timeline
JEFJEFFERIES FINANCIAL GROUP IN	55,943	$4.39M	0.59%	new	Timeline
RGAREINSURANCE GROUP AMER INC	20,158	$4.31M	0.58%	+3,873	Timeline
HUBBHUBBELL INC	10,202	$4.27M	0.57%	+330	Timeline
SHWSHERWIN WILLIAMS CO	12,468	$4.24M	0.57%	-25	Timeline
IDXXIDEXX LABS INC	10,096	$4.17M	0.56%	+7,041	Timeline
HSYHERSHEY CO	24,545	$4.16M	0.56%	+3,841	Timeline
LWLAMB WESTON HLDGS INC	61,950	$4.14M	0.56%	+16,412	Timeline
FLOTISHARES TR	80,528	$4.1M	0.55%	-730	Timeline
FTITECHNIPFMC PLC	141,264	$4.09M	0.55%	new	Timeline
PCARPACCAR INC	39,041	$4.06M	0.54%	+6,936	Timeline
FTNTFORTINET INC	42,741	$4.04M	0.54%	+18,906	Timeline
ACGLARCH CAP GROUP LTD	42,965	$3.97M	0.53%	+17,427	Timeline
CTASCINTAS CORP	21,502	$3.93M	0.53%	+16	Timeline
XYZBLOCK INC	46,089	$3.92M	0.53%	new	Timeline
FLSFLOWSERVE CORP	67,744	$3.9M	0.52%	+1,051	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	6,559	$3.84M	0.52%	+2,039	Timeline
HYDVANECK ETF TRUST	73,469	$3.81M	0.51%	-17,028	Timeline
AMGNAMGEN INC	14,596	$3.8M	0.51%	+1,863	Timeline
MUBISHARES TR	35,031	$3.73M	0.5%	-3,608	Timeline
ACNACCENTURE PLC IRELAND	10,598	$3.73M	0.5%	+260	Timeline
CSGPCOSTAR GROUP INC	51,815	$3.71M	0.5%	+1,632	Timeline
KLACKLA CORP	5,745	$3.62M	0.49%	+297	Timeline
VTEBVANGUARD MUN BD FDS	71,703	$3.59M	0.48%	-4,820	Timeline
STXSEAGATE TECHNOLOGY HLDNGS PL	41,054	$3.54M	0.48%	new	Timeline
BAHBOOZ ALLEN HAMILTON HLDG COR	26,903	$3.46M	0.46%	new	Timeline
CDWCDW CORP	19,772	$3.44M	0.46%	+2,275	Timeline
EMBISHARES TR	35,298	$3.14M	0.42%	-2,683	Timeline
UNHUNITEDHEALTH GROUP INC	6,195	$3.13M	0.42%	-197	Timeline
JNKSPDR SERIES TRUST	32,548	$3.11M	0.42%	-2,360	Timeline
PAYOPAYONEER GLOBAL INC	294,652	$2.96M	0.4%	-36,515	Timeline
JPMJPMORGAN CHASE & CO	12,326	$2.95M	0.4%	-78	Timeline
MLIMUELLER INDS INC	37,184	$2.95M	0.4%	+685	Timeline
BROBROWN & BROWN INC	26,223	$2.68M	0.36%	-776	Timeline
IBKRINTERACTIVE BROKERS GROUP IN	15,102	$2.67M	0.36%	-3,584	Timeline
GOOGALPHABET INC	12,869	$2.45M	0.33%	0	Timeline
ORIOLD REP INTL CORP	66,796	$2.42M	0.32%	-3,256	Timeline
FISFIDELITY NATL INFORMATION SV	29,146	$2.35M	0.32%	-2,055	Timeline
WMWASTE MGMT INC DEL	11,611	$2.34M	0.31%	+362	Timeline
CAHCARDINAL HEALTH INC	19,796	$2.34M	0.31%	+313	Timeline
CATCATERPILLAR INC	6,412	$2.33M	0.31%	+163	Timeline
BLBDBLUE BIRD CORP	59,610	$2.3M	0.31%	+14,225	Timeline
TXNTEXAS INSTRS INC	12,116	$2.27M	0.3%	+850	Timeline
UNPUNION PAC CORP	9,882	$2.25M	0.3%	+710	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	14,530	$2.17M	0.29%	-1,355	Timeline
QQQINVESCO QQQ TR	4,081	$2.09M	0.28%	-678	Timeline
HONHONEYWELL INTL INC	9,180	$2.07M	0.28%	+303	Timeline
ORCLORACLE CORP	12,178	$2.03M	0.27%	-1,864	Timeline
AMTAMERICAN TOWER CORP	11,051	$2.03M	0.27%	+211	Timeline
WMTWALMART INC	21,972	$1.99M	0.27%	-3,601	Timeline
SMSM ENERGY COMPANY	51,084	$1.98M	0.27%	+2,801	Timeline
LINLINDE PLC	4,065	$1.7M	0.23%	+128	Timeline
XOMEXXON MOBIL CORP	15,712	$1.69M	0.23%	+663	Timeline
HIGHARTFORD INSURANCE GROUP INC	14,611	$1.6M	0.21%	-477	Timeline
NTSXWISDOMTREE TR	32,734	$1.53M	0.2%	+3,943	Timeline
FMBFIRST TR EXCH TRADED FD III	24,623	$1.26M	0.17%	-13,280	Timeline
MTUMISHARES TR	5,787	$1.2M	0.16%	-354	Timeline
TSLATESLA INC	2,720	$1.1M	0.15%	-10	Timeline
NOGNORTHERN OIL & GAS INC	28,550	$1.06M	0.14%	+751	Timeline
IVVISHARES TR	1,709	$1.01M	0.13%	+33	Timeline
CWBSPDR SERIES TRUST	11,503	$896K	0.12%	+59	Timeline
IWFISHARES TR	2,037	$818K	0.11%	-38	Timeline
IUSGISHARES TR	5,727	$798K	0.11%	-425	Timeline
VIGVANGUARD SPECIALIZED FUNDS	3,863	$756K	0.1%	+214	Timeline
TJXTJX COS INC NEW	6,187	$747K	0.1%	-280	Timeline
DGROISHARES TR	12,074	$741K	0.1%	-15	Timeline
FBNDFIDELITY MERRIMACK STR TR	16,317	$732K	0.1%	+1,767	Timeline
METAMETA PLATFORMS INC	1,067	$625K	0.08%	+17	Timeline
CLSETRUST FOR PROFESSIONAL MANAG	26,887	$616K	0.08%	new	Timeline
VOOVANGUARD INDEX FDS	1,112	$599K	0.08%	-1,292	Timeline
VVISA INC	1,860	$588K	0.08%	+52	Timeline
NFLXNETFLIX INC.	656	$585K	0.08%	+12	Timeline
PEPPEPSICO INC	3,737	$568K	0.08%	+15	Timeline
EFAISHARES TR	6,828	$516K	0.07%	+668	Timeline
IVWISHARES TR	4,829	$490K	0.07%	-766	Timeline
HYMBSPDR SERIES TRUST	17,957	$459K	0.06%	+141	Timeline
VUGVANGUARD INDEX FDS	1,096	$450K	0.06%	-18	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	986	$447K	0.06%	+514	Timeline
DVYISHARES TR	3,350	$440K	0.06%	+24	Timeline
PAAAPGIM ETF TR	8,587	$440K	0.06%	new	Timeline
TRGPTARGA RES CORP	2,452	$438K	0.06%	+10	Timeline
EFAVISHARES TR	6,057	$428K	0.06%	-564	Timeline
BACBANK OF AMER CORP	8,151	$358K	0.05%	+359	Timeline
HNDLSTRATEGY SHS	16,589	$354K	0.05%	+276	Timeline
WECWEC ENERGY GROUP INC	3,695	$348K	0.05%	-610	Timeline
IWMISHARES TR	1,525	$337K	0.05%	+4	Timeline
LCTUBLACKROCK ETF TRUST	5,207	$334K	0.04%	+17	Timeline
TFLOISHARES TR	6,562	$331K	0.04%	-64,628	Timeline
SPYGSPDR SERIES TRUST	3,581	$315K	0.04%	+6	Timeline
FTHIFIRST TR EXCHANGE TRADED FD	13,138	$306K	0.04%	new	Timeline
LDOSLEIDOS HOLDINGS INC	2,074	$299K	0.04%	+325	Timeline
BIOBIO RAD LABS INC	906	$298K	0.04%	0	Timeline
IESCIES HOLDINGS INC	1,338	$269K	0.04%	0	Timeline
CLOZSERIES PORTFOLIOS TR	9,339	$252K	0.03%	new	Timeline
SHYMBLACKROCK ETF TRUST II	11,048	$250K	0.03%	new	Timeline
FMHIFIRST TR EXCH TRADED FD III	5,173	$250K	0.03%	+18	Timeline
VMOINVESCO MUN OPPORTUNIT TR	25,383	$247K	0.03%	new	Timeline
VTIVANGUARD INDEX FDS	804	$233K	0.03%	+28	Timeline
LOWLOWES COS INC	931	$230K	0.03%	+16	Timeline
OIAINVESCO MUNI INCOME OPP TRST	38,618	$228K	0.03%	+224	Timeline
SMHVANECK ETF TRUST	932	$226K	0.03%	+4	Timeline
IQLTISHARES TR	5,998	$223K	0.03%	-1,061	Timeline
DSIISHARES TR	2,018	$223K	0.03%	+8	Timeline
SCHGSCHWAB STRATEGIC TR	7,888	$220K	0.03%	+5,916	Timeline
IWDISHARES TR	1,119	$207K	0.03%	+1	Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INC	12,774	$144K	0.02%	new	Timeline
RELLRICHARDSON ELECTRS LTD	10,000	$140K	0.02%	new	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
SHYISHARES TR	151,717	$12.6M	shares
XLISELECT SECTOR SPDR TR	86,630	$11.7M	shares
FLTRVANECK ETF TRUST	424,029	$10.8M	shares
XLVSELECT SECTOR SPDR TR	57,495	$8.86M	shares
EWJISHARES INC	94,013	$6.73M	shares
PDDPDD HOLDINGS INC	41,974	$5.66M	shares
MELIMERCADOLIBRE INC	2,115	$4.34M	shares
MOHMOLINA HEALTHCARE INC	11,573	$3.99M	shares
HCAHCA HEALTHCARE INC	6,885	$2.8M	shares
TGTTARGET CORP	17,404	$2.71M	shares
ATIATI INC	39,977	$2.67M	shares
AJGGALLAGHER ARTHUR J & CO	9,164	$2.58M	shares
NTAPNETAPP INC	19,660	$2.43M	shares
JBLJABIL INC	18,301	$2.19M	shares
SWSMURFIT WESTROCK PLC	41,494	$2.05M	shares
FERGFERGUSON ENTERPRISES INC	10,291	$2.04M	shares
INGRINGREDION INC	14,298	$1.96M	shares
CHRDCHORD ENERGY CORPORATION	12,347	$1.61M	shares
ELVELEVANCE HEALTH INC FORMERLY	3,083	$1.6M	shares
BRK-ABERKSHIRE HATHAWAY INC DEL	1	$691K	shares
VGTVANGUARD WORLD FD	948	$556K	shares
VALVALARIS LTD	9,174	$511K	shares
SDYSPDR SERIES TRUST	2,419	$344K	shares
MQYBLACKROCK MUNIYILD QULT FD I	20,776	$272K	shares
GEGE AEROSPACE	1,076	$203K	shares
KOCOCA COLA CO	2,798	$201K	shares
SCHDSCHWAB STRATEGIC TR	2,370	$200K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001749914-25-000001	base		2025-01-06	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC