CIK 1749914
Insight Wealth Strategies, LLC
Institutional 13F holdings & portfolio
Holdings
171
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
7
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 171
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LDOS | LEIDOS HOLDINGS INC | 27K | $1M+ | SH |
| LQDA | LIQUIDIA CORPORATION | 142K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 18K | $1M+ | SH |
| QCOM | QUALCOMM INC | 28K | $1M+ | SH |
| WFRD | WEATHERFORD INTL PLC | 62K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 27K | $1M+ | SH |
| ABT | ABBOTT LABS | 38K | $1M+ | SH |
| MCK | MCKESSON CORP | 6K | $1M+ | SH |
| VRSK | VERISK ANALYTICS INC | 21K | $1M+ | SH |
| DOCN | DIGITALOCEAN HLDGS INC | 96K | $1M+ | SH |
| HD | HOME DEPOT INC | 13K | $1M+ | SH |
| IDXX | IDEXX LABS INC | 7K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 7K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 17K | $1M+ | SH |
| FTNT | FORTINET INC | 56K | $1M+ | SH |
| COMM | COMMSCOPE HLDG CO INC | 244K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 11K | $1M+ | SH |
| XYZ | BLOCK INC | 66K | $1M+ | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 50K | $1M+ | SH |
| INTU | INTUIT | 6K | $1M+ | SH |
| CDW | CDW CORP | 31K | $1M+ | SH |
| FLOT | ISHARES TR | 80K | $1M+ | SH |
| MUB | ISHARES TR | 37K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 19K | $1M+ | SH |
| MBB | ISHARES TR | 42K | $1M+ | SH |
| GOOG | ALPHABET INC | 12K | $1M+ | SH |
| CTAS | CINTAS CORP | 19K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 72K | $1M+ | SH |
| XPRO | EXPRO GROUP HOLDINGS NV | 267K | $1M+ | SH |
| ASTH | ASTRANA HEALTH INC | 142K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 11K | $1M+ | SH |
| HYD | VANECK ETF TRUST | 67K | $1M+ | SH |
| KR | KROGER CO | 55K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 16K | $1M+ | SH |
| BLBD | BLUE BIRD CORP | 66K | $1M+ | SH |
| IEF | ISHARES TR | 32K | $1M+ | SH |
| ORI | OLD REP INTL CORP | 62K | $1M+ | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 43K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 13K | $1M+ | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 20K | $1M+ | SH |
| EMB | ISHARES TR | 28K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| JNK | SPDR SERIES TRUST | 27K | $1M+ | SH |
| WMT | WALMART INC | 19K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 17K | $1M+ | SH |
| NTSX | WISDOMTREE TR | 37K | $1M+ | SH |
| MTUM | ISHARES TR | 6K | $1M+ | SH |
| FLBL | FRANKLIN TEMPLETON ETF TR | 56K | $1M+ | SH |
| FMB | FIRST TR EXCH TRADED FD III | 25K | $1M+ | SH |
| EFA | ISHARES TR | 13K | $1M+ | SH |