Portfolio (Quarterly)
Guide ↗
Insight Wealth Strategies, LLC
· CIK 0001749914| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | CEG | CONSTELLATION ENERGY CORP | Utilities | 15,724.0 | $5.6M | 0.64% | NEW | — | $353.27 | -16.8% |
| 42 | NVDA | NVIDIA CORPORATION | Technology | 29,537.0 | $5.5M | 0.63% | NEW | — | $186.50 | +15.5% |
| 43 | AVGO | BROADCOM INC | Technology | 15,845.0 | $5.5M | 0.63% | NEW | — | $346.09 | +19.7% |
| 44 | MCO | MOODYS CORP | Financial Services | 10,475.0 | $5.4M | 0.61% | NEW | — | $510.83 | -12.1% |
| 45 | FIX | COMFORT SYS USA INC | Industrials | 5,622.0 | $5.2M | 0.60% | NEW | — | $933.24 | +95.9% |
| 46 | BIIB | BIOGEN INC | Healthcare | 28,960.0 | $5.1M | 0.58% | NEW | — | $175.99 | +10.1% |
| 47 | GWW | GRAINGER W W INC | Industrials | 5,045.0 | $5.1M | 0.58% | NEW | — | $1009.01 | +23.7% |
| 48 | SWK | STANLEY BLACK & DECKER INC | Industrials | 67,795.0 | $5.0M | 0.58% | NEW | — | $74.28 | +2.9% |
| 49 | CNC | CENTENE CORP DEL | Healthcare | 121,559.0 | $5.0M | 0.57% | NEW | — | $41.15 | +43.7% |
| 50 | BKR | BAKER HUGHES COMPANY | Energy | 109,208.0 | $5.0M | 0.57% | NEW | — | $45.54 | +45.1% |
| 51 | — | LEIDOS HOLDINGS INC | — | 27,175.0 | $4.9M | 0.56% | NEW | — | $180.40 | — |
| 52 | LQDA | LIQUIDIA CORPORATION | Healthcare | 141,818.0 | $4.9M | 0.56% | NEW | — | $34.49 | +76.8% |
| 53 | ACN | ACCENTURE PLC IRELAND | Technology | 18,175.0 | $4.9M | 0.56% | NEW | — | $268.29 | -33.2% |
| 54 | QCOM | QUALCOMM INC | Technology | 28,481.0 | $4.9M | 0.56% | NEW | — | $171.05 | +39.2% |
| 55 | WFRD | WEATHERFORD INTL PLC | Energy | 61,690.0 | $4.8M | 0.55% | NEW | — | $78.26 | +39.0% |
| 56 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 27,082.0 | $4.8M | 0.55% | NEW | — | $177.75 | -23.0% |
| 57 | ABT | ABBOTT LABS | Healthcare | 37,930.0 | $4.8M | 0.55% | NEW | — | $125.29 | -30.2% |
| 58 | MCK | MCKESSON CORP | Healthcare | 5,751.0 | $4.7M | 0.54% | NEW | — | $820.29 | -6.6% |
| 59 | VRSK | VERISK ANALYTICS INC | Industrials | 20,901.0 | $4.7M | 0.54% | NEW | — | $223.69 | -23.5% |
| 60 | DOCN | DIGITALOCEAN HLDGS INC | Technology | 95,754.0 | $4.6M | 0.53% | NEW | — | $48.12 | +229.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.0%
Energy
15.9%
Healthcare
14.4%
Industrials
11.6%
Financial Services
11.3%
Consumer Cyclical
5.3%
Communication Services
3.8%
Consumer Defensive
2.0%
Basic Materials
1.9%
Utilities
1.9%