Portfolio (Quarterly)
Guide ↗
Insight Wealth Strategies, LLC
· CIK 0001749914| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | EFA | ISHARES TR | — | 13,758.0 | $1.3M | 0.15% | +695.0 | +5.3% | $97.13 | +8.7% |
| 102 | FMB | FIRST TR EXCH TRADED FD III | — | 26,129.0 | $1.3M | 0.15% | +1K | +5.4% | $50.66 | -5.1% |
| 103 | FLBL | FRANKLIN TEMPLETON ETF TR | — | 55,818.0 | $1.3M | 0.14% | -289.0 | -0.5% | $23.00 | +0.1% |
| 104 | MTUM | ISHARES TR | — | 4,999.0 | $1.2M | 0.13% | -694.0 | -12.2% | $240.01 | +32.7% |
| 105 | MOOD | EA SERIES TRUST | — | 27,467.0 | $1.1M | 0.13% | NEW | — | $41.01 | +9.0% |
| 106 | CAIE | CALAMOS ETF TR | — | 43,590.0 | $1.1M | 0.12% | +12K | +38.5% | $25.14 | +7.4% |
| 107 | IVV | ISHARES TR | — | 1,675.0 | $1.1M | 0.12% | -59.0 | -3.4% | $653.30 | +18.6% |
| 108 | FBND | FIDELITY MERRIMACK STR TR | — | 23,458.0 | $1.1M | 0.12% | +2K | +9.6% | $45.62 | -3.9% |
| 109 | CWB | SPDR SERIES TRUST | — | 11,520.0 | $1.1M | 0.12% | — | — | $91.52 | +11.7% |
| 110 | TSLA | TESLA INC | Consumer Cyclical | 2,775.0 | $1.0M | 0.12% | +63.0 | +2.3% | $371.75 | +0.1% |
| 111 | PAAA | PGIM ETF TR | — | 18,768.0 | $961K | 0.11% | — | — | $51.18 | +0.7% |
| 112 | TJX | TJX COS INC NEW | Consumer Cyclical | 5,713.0 | $912K | 0.10% | +78.0 | +1.4% | $159.71 | -18.5% |
| 113 | GLTR | ABRDN PRECIOUS METALS BASKET | Financial Services | 3,908.0 | $855K | 0.10% | +404.0 | +11.5% | $218.69 | -11.0% |
| 114 | DGRO | ISHARES TR | — | 11,895.0 | $835K | 0.09% | — | — | $70.18 | +9.1% |
| 115 | PSMD | PACER FDS TR | — | 25,819.0 | $823K | 0.09% | +6K | +27.3% | $31.89 | +10.5% |
| 116 | IUSG | ISHARES TR | — | 4,884.0 | $758K | 0.09% | -861.0 | -15.0% | $155.12 | +25.8% |
| 117 | HYMB | SPDR SERIES TRUST | — | 29,611.0 | $734K | 0.08% | — | — | $24.80 | -4.5% |
| 118 | VOO | VANGUARD INDEX FDS | — | 1,137.0 | $679K | 0.08% | +8.0 | +0.7% | $597.61 | +18.9% |
| 119 | META | META PLATFORMS INC | Communication Services | 1,156.0 | $661K | 0.07% | -181.0 | -13.5% | $572.15 | +31.4% |
| 120 | V | VISA INC | Financial Services | 2,121.0 | $641K | 0.07% | +64.0 | +3.1% | $302.20 | +21.6% |
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
30.9%
Energy
19.6%
Healthcare
13.6%
Financial Services
10.8%
Industrials
10.8%
Consumer Cyclical
5.3%
Basic Materials
2.7%
Communication Services
2.3%
Consumer Defensive
2.3%
Utilities
1.9%