Portfolio (Quarterly)
Guide ↗
Insight Wealth Strategies, LLC
· CIK 0001749914| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | FMB | FIRST TR EXCH TRADED FD III | — | 26,129.0 | $1.3M | 0.15% | +1K | +5.4% | $50.66 | +0.1% |
| 62 | CAIE | CALAMOS ETF TR | — | 43,590.0 | $1.1M | 0.12% | +12K | +38.5% | $25.14 | +8.4% |
| 63 | FBND | FIDELITY MERRIMACK STR TR | — | 23,458.0 | $1.1M | 0.12% | +2K | +9.6% | $45.62 | -1.3% |
| 64 | TSLA | TESLA INC | Consumer Cyclical | 2,775.0 | $1.0M | 0.12% | +63.0 | +2.3% | $371.75 | +10.3% |
| 65 | TJX | TJX COS INC NEW | Consumer Cyclical | 5,713.0 | $912K | 0.10% | +78.0 | +1.4% | $159.71 | -5.9% |
| 66 | GLTR | ABRDN PRECIOUS METALS BASKET | Financial Services | 3,908.0 | $855K | 0.10% | +404.0 | +11.5% | $218.69 | -3.6% |
| 67 | PSMD | PACER FDS TR | — | 25,819.0 | $823K | 0.09% | +6K | +27.3% | $31.89 | +6.4% |
| 68 | VOO | VANGUARD INDEX FDS | — | 1,137.0 | $679K | 0.08% | +8.0 | +0.7% | $597.61 | +12.9% |
| 69 | V | VISA INC | Financial Services | 2,121.0 | $641K | 0.07% | +64.0 | +3.1% | $302.20 | +10.1% |
| 70 | NFLX | NETFLIX INC. | Communication Services | 6,123.0 | $589K | 0.07% | +475.0 | +8.4% | $96.15 | -6.8% |
| 71 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,209.0 | $579K | 0.07% | +35.0 | +3.0% | $479.02 | — |
| 72 | IWF | ISHARES TR | — | 1,217.0 | $519K | 0.06% | +75.0 | +6.6% | $426.51 | -71.1% |
| 73 | DVY | ISHARES TR | — | 3,154.0 | $478K | 0.05% | +21.0 | +0.7% | $151.41 | +0.9% |
| 74 | IAGG | ISHARES TR | — | 8,663.0 | $433K | 0.05% | +690.0 | +8.7% | $50.04 | -0.7% |
| 75 | EUHY | ISHARES INC | — | 7,702.0 | $404K | 0.04% | +755.0 | +10.9% | $52.47 | +1.2% |
| 76 | PICB | INVESCO EXCH TRADED FD TR II | — | 16,928.0 | $391K | 0.04% | +2K | +11.0% | $23.10 | +0.2% |
| 77 | — | BLACKROCK ETF TRUST | — | 5,128.0 | $360K | 0.04% | +43.0 | +0.8% | $70.14 | — |
| 78 | GE | GE AEROSPACE | Industrials | 1,248.0 | $354K | 0.04% | +35.0 | +2.9% | $283.76 | +0.8% |
| 79 | IPKW | INVESCO EXCH TRADED FD TR II | — | 6,237.0 | $351K | 0.04% | +735.0 | +13.4% | $56.26 | +3.9% |
| 80 | VEA | VANGUARD TAX-MANAGED FDS | — | 5,152.0 | $330K | 0.04% | +604.0 | +13.3% | $64.08 | +7.7% |
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
30.5%
Energy
19.3%
Healthcare
13.4%
Financial Services
10.7%
Industrials
10.7%
Consumer Cyclical
5.2%
Communication Services
3.3%
Basic Materials
2.6%
Consumer Defensive
2.2%
Utilities
1.9%