Portfolio (Quarterly)
Guide ↗
Insight Wealth Strategies, LLC
· CIK 0001749914| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | SPYG | SPDR SERIES TRUST | — | 2,893.0 | $309K | 0.04% | NEW | — | $106.70 | +10.3% |
| 142 | PEP | PEPSICO INC | Consumer Defensive | 2,131.0 | $306K | 0.04% | NEW | — | $143.52 | +4.5% |
| 143 | IPKW | INVESCO EXCH TRADED FD TR II | — | 5,502.0 | $306K | 0.04% | NEW | — | $55.57 | +6.0% |
| 144 | GLD | SPDR GOLD TR | Financial Services | 764.0 | $303K | 0.04% | NEW | — | $396.31 | +5.0% |
| 145 | LOW | LOWES COS INC | Consumer Cyclical | 1,251.0 | $302K | 0.04% | NEW | — | $241.23 | -8.9% |
| 146 | FLJP | FRANKLIN TEMPLETON ETF TR | — | 8,754.0 | $302K | 0.04% | NEW | — | $34.45 | +12.9% |
| 147 | MLI | MUELLER INDS INC | Industrials | 2,513.0 | $288K | 0.03% | NEW | — | $114.80 | +16.4% |
| 148 | IESC | IES HLDGS INC | Industrials | 739.0 | $287K | 0.03% | NEW | — | $389.02 | +67.5% |
| 149 | VEA | VANGUARD TAX-MANAGED FDS | — | 4,548.0 | $284K | 0.03% | NEW | — | $62.47 | +12.1% |
| 150 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 1,034.0 | $278K | 0.03% | NEW | — | $269.18 | -0.6% |
| 151 | IEFA | ISHARES TR | — | 3,009.0 | $269K | 0.03% | NEW | — | $89.45 | +8.0% |
| 152 | CLOZ | SERIES PORTFOLIOS TR | — | 10,091.0 | $267K | 0.03% | NEW | — | $26.48 | -0.0% |
| 153 | NEAR | ISHARES U S ETF TR | — | 5,150.0 | $263K | 0.03% | NEW | — | $51.10 | -0.9% |
| 154 | VMO | INVESCO MUN OPPORTUNITY TR | Financial Services | 27,479.0 | $263K | 0.03% | NEW | — | $9.57 | -0.9% |
| 155 | VTI | VANGUARD INDEX FDS | — | 783.0 | $263K | 0.03% | NEW | — | $335.30 | +8.3% |
| 156 | DWMF | WISDOMTREE TR | — | 8,035.0 | $261K | 0.03% | NEW | — | $32.54 | +3.5% |
| 157 | LLY | ELI LILLY & CO | Healthcare | 242.0 | $260K | 0.03% | NEW | — | $1074.68 | -6.3% |
| 158 | SCHG | SCHWAB STRATEGIC TR | — | 7,894.0 | $258K | 0.03% | NEW | — | $32.62 | +4.9% |
| 159 | SHYM | BLACKROCK ETF TRUST II | — | 11,558.0 | $257K | 0.03% | NEW | — | $22.22 | -0.6% |
| 160 | BIO | BIO RAD LABS INC | Healthcare | 839.0 | $254K | 0.03% | NEW | — | $302.99 | -6.4% |
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%