Insight Wealth Strategies, LLC
Q1 2025 13F Holdings
- Locationsan ramon, CA
- Num holdings
158
- Value ($000)
$742,741
- Date Filed04/03/2025
- Form type13F-HR
- CIK0001749914
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CHV CHEVRON CORP NEW | COM | 166764100 | $34.54M | 5 % | 206,458 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $28.63M | 4 % | 377,142 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $27.39M | 4 % | 300,901 | ||
GSIE GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $26.32M | 4 % | 738,185 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $24.98M | 3 % | 261,912 | ||
PFF ISHARES TR | PFD AND INCM SEC | 464288687 | $24.40M | 3 % | 793,921 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $24.08M | 3 % | 140,884 | ||
LVHI LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 | $23.27M | 3 % | 718,863 | ||
IGLB ISHARES TR | 10+ YR INVST GRD | 464289511 | $22.02M | 3 % | 438,327 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $20.80M | 3 % | 426,495 |
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