Insight Wealth Strategies, LLC
Q2 2025 13F Holdings
- Locationsan ramon, CA
- Num holdings
171
- Value ($000)
$791,666
- Date Filed07/07/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CHV CHEVRON CORP NEW | COM | 166764100 | $31.67M | 4 % | 217,541 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $28.85M | 4 % | 380,395 | ||
PFF ISHARES TR | PFD AND INCM SEC | 464288687 | $27.13M | 3 % | 884,451 | ||
GSIE GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $27.01M | 3 % | 681,505 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $26.77M | 3 % | 303,716 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $26.09M | 3 % | 142,254 | ||
SPMO INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $24.48M | 3 % | 221,074 | ||
LVHI LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 | $23.50M | 3 % | 718,824 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $23.39M | 3 % | 430,391 | ||
IGLB ISHARES TR | 10+ YR INVST GRD | 464289511 | $22.24M | 3 % | 443,328 |
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