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Portfolio (Quarterly) Guide ↗

Insight Wealth Strategies, LLC

· CIK 0001749914
13F Portfolio $872M AUM 171 positions Filed Jan 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 171 New
Page 4 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 13,237.0 $4.6M 0.52% NEW $344.10 -10.6%
62 IDXX IDEXX LABS INC Healthcare 6,721.0 $4.5M 0.52% NEW $676.53 -18.8%
63 SPY SPDR S&P 500 ETF TR Financial Services 6,667.0 $4.5M 0.52% NEW $681.88 +8.4%
64 ADP AUTOMATIC DATA PROCESSING IN Industrials 17,459.0 $4.5M 0.52% NEW $257.23 -14.8%
65 FORTINET INC 56,127.0 $4.5M 0.51% NEW $79.41
66 VISN COMMSCOPE HLDG CO INC Technology 243,561.0 $4.4M 0.51% NEW $18.13 -36.9%
67 MSI MOTOROLA SOLUTIONS INC Technology 11,253.0 $4.3M 0.49% NEW $383.32 +3.2%
68 BLOCK INC 65,930.0 $4.3M 0.49% NEW $65.09
69 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 49,937.0 $4.2M 0.48% NEW $84.36 -8.7%
70 INTU INTUIT Technology 6,355.0 $4.2M 0.48% NEW $662.41 -42.0%
71 CDW CDW CORP Technology 30,622.0 $4.2M 0.48% NEW $136.20 -22.0%
72 FLOT ISHARES TR 79,574.0 $4.0M 0.46% NEW $50.86 +0.3%
73 MUB ISHARES TR 37,269.0 $4.0M 0.46% NEW $107.11 -1.1%
74 AMD ADVANCED MICRO DEVICES INC Technology 18,626.0 $4.0M 0.46% NEW $214.16 +107.6%
75 MBB ISHARES TR 41,617.0 $4.0M 0.45% NEW $95.22 -1.7%
76 GOOG ALPHABET INC Communication Services 12,335.0 $3.9M 0.44% NEW $313.79 +21.8%
77 CTAS CINTAS CORP Industrials 19,409.0 $3.7M 0.42% NEW $188.07 -9.5%
78 VTEB VANGUARD MUN BD FDS 71,772.0 $3.6M 0.41% NEW $50.29 -1.1%
79 XPRO EXPRO GROUP HOLDINGS NV Energy 267,478.0 $3.6M 0.41% NEW $13.35 +24.9%
80 ASTRANA HEALTH INC 141,641.0 $3.5M 0.40% NEW $24.81
Page 4 of 9  ·  171 positions

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%