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 | CWB | SPDR SERIES TRUST | — | 11,550.0 | $1.2M | 0.12% | — | — | $105.85 | -3.4% |
| 102 | TSLA | TESLA INC | Consumer Cyclical | 2,772.0 | $1.2M | 0.12% | — | — | $425.30 | -12.5% |
| 103 | FLBL | FRANKLIN TEMPLETON ETF TR | — | 48,681.0 | $1.1M | 0.11% | -7K | -12.8% | $22.87 | +0.7% |
| 104 | FBND | FIDELITY MERRIMACK STR TR | — | 24,378.0 | $1.1M | 0.11% | +920.0 | +3.9% | $45.40 | -3.5% |
| 105 | IUSG | ISHARES TR | — | 4,888.0 | $916K | 0.09% | — | — | $187.32 | +4.2% |
| 106 | DGRO | ISHARES TR | — | 11,880.0 | $904K | 0.09% | — | — | $76.10 | +0.6% |
| 107 | V | VISA INC | Financial Services | 2,219.0 | $779K | 0.08% | +98.0 | +4.6% | $351.11 | +4.6% |
| 108 | VOO | VANGUARD INDEX FDS | — | 1,126.0 | $772K | 0.07% | -11.0 | -1.0% | $685.68 | +3.7% |
| 109 | HYMB | SPDR SERIES TRUST | — | 28,978.0 | $734K | 0.07% | -633.0 | -2.1% | $25.32 | -6.5% |
| 110 | GPIX | GOLDMAN SACHS ETF TR | — | 13,158.0 | $725K | 0.07% | +4K | +37.7% | $55.11 | +2.2% |
| 111 | GLTR | ABRDN PRECIOUS METALS BASKET | Financial Services | 3,908.0 | $711K | 0.07% | — | — | $181.97 | +7.0% |
| 112 | TJX | TJX COS INC NEW | Consumer Cyclical | 4,594.0 | $695K | 0.07% | -1K | -19.6% | $151.35 | -14.0% |
| 113 | IJR | ISHARES TR | — | 4,668.0 | $689K | 0.07% | — | — | $147.53 | -6.3% |
| 114 | WTIP | WISDOMTREE TR | — | 19,542.0 | $672K | 0.07% | +12K | +169.8% | $34.41 | +7.2% |
| 115 | TRGP | TARGA RES CORP | Energy | 2,536.0 | $654K | 0.06% | — | — | $257.81 | +7.8% |
| 116 | META | META PLATFORMS INC | Communication Services | 1,065.0 | $653K | 0.06% | -91.0 | -7.9% | $612.72 | +22.7% |
| 117 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,997.0 | $628K | 0.06% | -22K | -81.8% | $125.73 | +50.9% |
| 118 | IWF | ISHARES TR | — | 4,983.0 | $613K | 0.06% | +4K | +309.4% | $123.02 | +2.6% |
| 119 | SMH | VANECK ETF TRUST | — | 935.0 | $580K | 0.06% | — | — | $620.27 | -2.2% |
| 120 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,159.0 | $579K | 0.06% | -50.0 | -4.1% | $499.55 | — |
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
42.7%
Healthcare
14.1%
Energy
12.5%
Industrials
9.9%
Financial Services
7.6%
Consumer Cyclical
5.8%
Basic Materials
3.2%
Communication Services
2.2%
Utilities
1.7%
Consumer Defensive
0.3%