Portfolio (Quarterly)
Guide ↗
Insight Wealth Strategies, LLC
· CIK 0001749914| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,174.0 | $590K | 0.07% | NEW | — | $502.46 | — |
| 122 | IWF | ISHARES TR | — | 1,142.0 | $541K | 0.06% | NEW | — | $473.45 | -73.8% |
| 123 | VIG | VANGUARD SPECIALIZED FUNDS | — | 2,442.0 | $537K | 0.06% | NEW | — | $219.74 | +4.8% |
| 124 | NFLX | NETFLIX INC | Communication Services | 5,648.0 | $530K | 0.06% | NEW | — | $93.76 | -6.1% |
| 125 | IVW | ISHARES TR | — | 4,146.0 | $511K | 0.06% | NEW | — | $123.26 | +10.2% |
| 126 | EFAV | ISHARES TR | — | 5,766.0 | $497K | 0.06% | NEW | — | $86.25 | +6.7% |
| 127 | TRGP | TARGA RES CORP | Energy | 2,513.0 | $464K | 0.05% | NEW | — | $184.48 | +46.9% |
| 128 | — | ISHARES TR | — | 9,941.0 | $452K | 0.05% | NEW | — | $45.45 | — |
| 129 | DVY | ISHARES TR | — | 3,133.0 | $442K | 0.05% | NEW | — | $141.13 | +8.6% |
| 130 | IAGG | ISHARES TR | — | 7,973.0 | $399K | 0.05% | NEW | — | $50.01 | -0.1% |
| 131 | WEC | WEC ENERGY GROUP INC | Utilities | 3,744.0 | $395K | 0.04% | NEW | — | $105.45 | +4.9% |
| 132 | IWM | ISHARES TR | — | 1,545.0 | $380K | 0.04% | NEW | — | $246.14 | +13.2% |
| 133 | — | BLACKROCK ETF TRUST | — | 5,085.0 | $377K | 0.04% | NEW | — | $74.09 | — |
| 134 | GE | GE AEROSPACE | Industrials | 1,213.0 | $374K | 0.04% | NEW | — | $308.01 | -3.1% |
| 135 | EUHY | ISHARES INC | — | 6,947.0 | $370K | 0.04% | NEW | — | $53.30 | -0.1% |
| 136 | PICB | INVESCO EXCH TRADED FD TR II | — | 15,249.0 | $364K | 0.04% | NEW | — | $23.88 | -2.2% |
| 137 | JAAA | JANUS DETROIT STR TR | — | 6,836.0 | $346K | 0.04% | NEW | — | $50.58 | +0.2% |
| 138 | BAC | BANK AMERICA CORP | Financial Services | 6,265.0 | $345K | 0.04% | NEW | — | $55.00 | -6.7% |
| 139 | SMH | VANECK ETF TRUST | — | 935.0 | $337K | 0.04% | NEW | — | $360.02 | +55.6% |
| 140 | — | FIRST TR EXCHANGE TRADED FD | — | 13,754.0 | $325K | 0.04% | NEW | — | $23.62 | — |
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%