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 | TSLA | TESLA INC | Consumer Cyclical | 2,712.0 | $1.2M | 0.14% | NEW | — | $449.72 | -8.2% |
| 102 | IVV | ISHARES TR | — | 1,734.0 | $1.2M | 0.14% | NEW | — | $685.11 | +8.4% |
| 103 | — | TIDAL TRUST I | — | 36,961.0 | $1.1M | 0.12% | NEW | — | $28.84 | — |
| 104 | CTA | SIMPLIFY EXCHANGE TRADED FUN | — | 38,296.0 | $1.0M | 0.12% | NEW | — | $27.26 | +14.4% |
| 105 | CWB | SPDR SERIES TRUST | — | 11,501.0 | $1.0M | 0.12% | NEW | — | $89.20 | +15.4% |
| 106 | FBND | FIDELITY MERRIMACK STR TR | — | 21,404.0 | $985K | 0.11% | NEW | — | $46.04 | -1.7% |
| 107 | IUSG | ISHARES TR | — | 5,745.0 | $965K | 0.11% | NEW | — | $167.94 | +10.5% |
| 108 | PAAA | PGIM ETF TR | — | 18,791.0 | $963K | 0.11% | NEW | — | $51.26 | +0.3% |
| 109 | IVVW | ISHARES TR | — | 20,081.0 | $914K | 0.10% | NEW | — | $45.53 | -2.7% |
| 110 | META | META PLATFORMS INC | Communication Services | 1,337.0 | $883K | 0.10% | NEW | — | $660.28 | -8.4% |
| 111 | TJX | TJX COS INC NEW | Consumer Cyclical | 5,635.0 | $866K | 0.10% | NEW | — | $153.62 | +4.0% |
| 112 | CAIE | CALAMOS ETF TR | — | 31,480.0 | $842K | 0.10% | NEW | — | $26.74 | +2.4% |
| 113 | DGRO | ISHARES TR | — | 11,946.0 | $829K | 0.10% | NEW | — | $69.42 | +6.3% |
| 114 | HYMB | SPDR SERIES TRUST | — | 29,508.0 | $736K | 0.08% | NEW | — | $24.94 | -0.3% |
| 115 | V | VISA INC | Financial Services | 2,057.0 | $721K | 0.08% | NEW | — | $350.72 | -6.0% |
| 116 | GLTR | ABRDN PRECIOUS METALS BASKET | Financial Services | 3,504.0 | $720K | 0.08% | NEW | — | $205.60 | +4.3% |
| 117 | VOO | VANGUARD INDEX FDS | — | 1,129.0 | $708K | 0.08% | NEW | — | $627.29 | +8.4% |
| 118 | PSMD | PACER FDS TR | — | 20,287.0 | $659K | 0.08% | NEW | — | $32.47 | +4.7% |
| 119 | IJR | ISHARES TR | — | 5,436.0 | $653K | 0.07% | NEW | — | $120.19 | +12.5% |
| 120 | VIGI | VANGUARD WHITEHALL FDS | — | 7,083.0 | $648K | 0.07% | NEW | — | $91.45 | +2.5% |
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%