Insight Wealth Strategies, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PGIM ETF TR | 18,768 | 655,982 | +637,214 | 960,540 | 33,645,339 | 3.28% | +32,684,799 |
| VANECK ETF TRUST | 0 | 1,105,715 | +1,105,715 | 0 | 28,228,904 | 2.76% | +28,228,904 |
| ISHARES TR | 29,070 | 316,959 | +287,889 | 2,520,073 | 27,106,325 | 2.65% | +24,586,252 |
| INVESCO EXCH TRADED FD TR II | 0 | 930,732 | +930,732 | 0 | 22,654,024 | 2.21% | +22,654,024 |
| ISHARES TR | 0 | 255,947 | +255,947 | 0 | 20,910,876 | 2.04% | +20,910,876 |
| SCHWAB STRATEGIC TR | 0 | 383,655 | +383,655 | 0 | 20,007,624 | 1.95% | +20,007,624 |
| SPDR SERIES TRUST | 0 | 247,026 | +247,026 | 0 | 18,818,451 | 1.84% | +18,818,451 |
| T ROWE PRICE EXCHANGE-TRADED | 275,770 | 557,681 | +281,911 | 13,887,777 | 28,101,527 | 2.74% | +14,213,750 |
| SELECT SECTOR SPDR TR | 0 | 72,545 | +72,545 | 0 | 13,465,851 | 1.31% | +13,465,851 |
| INVESCO EXCH TRADED FD TR II | 188,038 | 215,430 | +27,392 | 21,080,977 | 33,460,653 | 3.27% | +12,379,676 |
| TIDAL TRUST I | 51,103 | 376,670 | +325,567 | 1,638,349 | 11,385,743 | 1.11% | +9,747,394 |
| LAM RESEARCH CORP(LRCX) | 69,168 | 60,806 | -8,362 | 14,778,443 | 23,790,776 | 2.32% | +9,012,333 |
| ISHARES TR | 154,871 | 151,486 | -3,385 | 22,021,159 | 29,610,906 | 2.89% | +7,589,747 |
| INCYTE CORP(INCY) | 0 | 62,175 | +62,175 | 0 | 7,076,137 | 0.69% | +7,076,137 |
| APPLOVIN CORP(APP) | 0 | 12,290 | +12,290 | 0 | 6,939,057 | 0.68% | +6,939,057 |
| POPULAR INC(BPOP) | 0 | 41,032 | +41,032 | 0 | 6,913,892 | 0.67% | +6,913,892 |
| TERADYNE INC(TER) | 0 | 16,174 | +16,174 | 0 | 6,911,797 | 0.67% | +6,911,797 |
| RINGCENTRAL INC(RNG) | 0 | 161,892 | +161,892 | 0 | 6,635,954 | 0.65% | +6,635,954 |
| ISHARES TR | 118,544 | 184,565 | +66,021 | 12,260,984 | 18,665,070 | 1.82% | +6,404,086 |
| ULTRA CLEAN HLDGS INC(UCTT) | 0 | 47,463 | +47,463 | 0 | 6,150,730 | 0.60% | +6,150,730 |
| ILLUMINA INC(ILMN) | 0 | 32,967 | +32,967 | 0 | 6,062,302 | 0.59% | +6,062,302 |
| BWX TECHNOLOGIES INC(BWXT) | 0 | 31,104 | +31,104 | 0 | 5,948,649 | 0.58% | +5,948,649 |
| CF INDUSTRIES HOLD(CF) | 0 | 54,832 | +54,832 | 0 | 5,930,629 | 0.58% | +5,930,629 |
| NETAPP INC(NTAP) | 0 | 37,378 | +37,378 | 0 | 5,845,222 | 0.57% | +5,845,222 |
| KNOWLES CORP(KN) | 0 | 143,628 | +143,628 | 0 | 5,818,370 | 0.57% | +5,818,370 |
| BLACKROCK ETF TRUST | 474,784 | 489,757 | +14,973 | 27,622,907 | 33,058,614 | 3.23% | +5,435,707 |
| ARROW ELECTRS INC | 0 | 22,863 | +22,863 | 0 | 4,792,313 | 0.47% | +4,792,313 |
| FORTINET INC(FTNT) | 54,886 | 58,043 | +3,157 | 4,485,284 | 9,227,676 | 0.90% | +4,742,392 |
| LIQUIDIA CORPORATION(LQDA) | 142,402 | 124,067 | -18,335 | 5,374,251 | 9,840,994 | 0.96% | +4,466,743 |
| VANGUARD SCOTTSDALE FDS | 361,651 | 420,326 | +58,675 | 27,022,571 | 31,377,304 | 3.06% | +4,354,733 |
| FLEX LTD(FLEX) | 0 | 28,141 | +28,141 | 0 | 4,320,488 | 0.42% | +4,320,488 |
| ISHARES INC | 185,574 | 212,673 | +27,099 | 12,943,815 | 17,147,858 | 1.67% | +4,204,043 |
| KLA CORP(KLAC) | 5,214 | 44,075 | +38,861 | 7,677,118 | 11,732,443 | 1.15% | +4,055,325 |
| ASTRANA HEALTH INC(ASTH) | 143,291 | 143,289 | -2 | 3,513,495 | 7,137,225 | 0.70% | +3,623,730 |
| INVESCO EXCH TRADED FD TR II | 368,510 | 385,732 | +17,222 | 20,209,068 | 23,097,648 | 2.25% | +2,888,580 |
| STANLEY BLACK & DECKER INC(SWK) | 69,926 | 84,301 | +14,375 | 4,968,976 | 7,700,084 | 0.75% | +2,731,108 |
| CENTENE CORP DEL(CNC) | 122,138 | 98,403 | -23,735 | 3,998,798 | 6,725,845 | 0.66% | +2,727,047 |
| APPLE INC(AAPL) | 45,628 | 47,318 | +1,690 | 11,580,027 | 13,929,411 | 1.36% | +2,349,384 |
| WISDOMTREE TR(WT) | 0 | 39,051 | +39,051 | 0 | 2,300,893 | 0.22% | +2,300,893 |
| HOME DEPOT INC(HD) | 15,965 | 21,512 | +5,547 | 5,250,833 | 7,547,392 | 0.74% | +2,296,559 |
| NVIDIA CORPORATION(NVDA) | 30,602 | 37,918 | +7,316 | 5,336,920 | 7,491,771 | 0.73% | +2,154,851 |
| INVESCO EXCHANGE TRADED FD T | 92,075 | 93,115 | +1,040 | 13,352,711 | 15,457,069 | 1.51% | +2,104,358 |
| LEGG MASON ETF INVT | 626,028 | 679,172 | +53,144 | 25,379,177 | 27,438,541 | 2.68% | +2,059,364 |
| ADVISORS INNER CIRCLE FD III | 248,837 | 251,772 | +2,935 | 9,771,840 | 11,777,912 | 1.15% | +2,006,072 |
| AMERICAN CENTY ETF TR | 124,387 | 126,289 | +1,902 | 13,741,070 | 15,703,987 | 1.53% | +1,962,917 |
| BIOGEN INC(BIIB) | 29,346 | 34,320 | +4,974 | 5,380,002 | 7,198,277 | 0.70% | +1,818,275 |
| ISHARES TR | 118,692 | 122,642 | +3,950 | 10,288,206 | 12,054,501 | 1.18% | +1,766,295 |
| ISHARES TR | 0 | 17,885 | +17,885 | 0 | 1,732,831 | 0.17% | +1,732,831 |
| QUALCOMM INC(QCOM) | 29,505 | 30,094 | +589 | 3,799,689 | 5,474,614 | 0.53% | +1,674,925 |
| SIMPLIFY EXCHANGE TRADED FUN | 680,098 | 764,328 | +84,230 | 14,513,291 | 16,012,682 | 1.56% | +1,499,391 |
| CENCORA INC | 17,671 | 24,319 | +6,648 | 5,551,087 | 7,014,107 | 0.68% | +1,463,020 |
| AMAZON COM INC(AMZN) | 28,192 | 30,273 | +2,081 | 5,871,642 | 7,317,093 | 0.71% | +1,445,451 |
| CALAMOS ETF TR | 0 | 51,940 | +51,940 | 0 | 1,402,367 | 0.14% | +1,402,367 |
| EA SERIES TRUST | 0 | 32,079 | +32,079 | 0 | 1,394,234 | 0.14% | +1,394,234 |
| WW GRAINGER INC(GWW) | 5,277 | 5,341 | +64 | 5,755,968 | 7,147,331 | 0.70% | +1,391,363 |
| ALPHABET INC(GOOG) | 20,988 | 20,481 | -507 | 6,035,350 | 7,398,018 | 0.72% | +1,362,668 |
| SEAGATE TECHNOLOGY HLDNGS PL | 19,464 | 9,799 | -9,665 | 7,625,393 | 8,968,376 | 0.88% | +1,342,983 |
| DIGITALOCEAN HLDGS INC(DOCN) | 93,009 | 63,882 | -29,127 | 7,978,312 | 9,236,060 | 0.90% | +1,257,748 |
| HUNTINGTON INGALLS INDS INC(HII) | 13,223 | 22,484 | +9,261 | 5,023,560 | 6,272,357 | 0.61% | +1,248,797 |
| SPDR SERIES TRUST | 0 | 11,550 | +11,550 | 0 | 1,222,537 | 0.12% | +1,222,537 |
| BLUE BIRD CORP | 65,844 | 63,350 | -2,494 | 3,739,281 | 4,933,698 | 0.48% | +1,194,417 |
| MOTOROLA SOLUTIONS INC(MSI) | 12,916 | 16,225 | +3,309 | 5,605,370 | 6,797,299 | 0.66% | +1,191,929 |
| COMFORT SYS USA INC(FIX) | 5,437 | 4,636 | -801 | 7,497,032 | 8,646,988 | 0.84% | +1,149,956 |
| CDW CORP(CDW) | 47,731 | 49,852 | +2,121 | 5,776,357 | 6,899,955 | 0.67% | +1,123,598 |
| ADVANCED MICRO DEVICES INC(AMD) | 18,722 | 9,102 | -9,620 | 3,808,616 | 4,923,090 | 0.48% | +1,114,474 |
| ALPHABET INC(GOOG) | 12,401 | 12,674 | +273 | 3,557,278 | 4,535,866 | 0.44% | +978,588 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 43,894 | 42,061 | -1,833 | 2,943,957 | 3,922,218 | 0.38% | +978,261 |
| MICROSOFT CORP(MSFT) | 18,649 | 20,025 | +1,376 | 6,903,484 | 7,695,294 | 0.75% | +791,810 |
| MERCK & CO INC(MRK) | 50,288 | 54,323 | +4,035 | 6,049,198 | 6,810,424 | 0.66% | +761,226 |
| OLD REP INTL CORP(ORI) | 69,424 | 85,627 | +16,203 | 2,770,008 | 3,512,433 | 0.34% | +742,425 |
| SPDR SERIES TRUST | 0 | 28,978 | +28,978 | 0 | 733,734 | 0.07% | +733,734 |
| ISHARES TR | 1,675 | 2,381 | +706 | 1,094,276 | 1,783,339 | 0.17% | +689,063 |
| WISDOMTREE TR | 0 | 19,542 | +19,542 | 0 | 672,425 | 0.07% | +672,425 |
| CARDINAL HEALTH INC(CAH) | 14,049 | 15,073 | +1,024 | 2,968,667 | 3,583,182 | 0.35% | +614,515 |
| BROADCOM INC(AVGO) | 19,964 | 18,394 | -1,570 | 6,179,057 | 6,793,465 | 0.66% | +614,408 |
| JPMORGAN CHASE & CO(JPM) | 11,462 | 11,874 | +412 | 3,371,677 | 3,966,742 | 0.39% | +595,065 |
| ISHARES TR | 0 | 12,595 | +12,595 | 0 | 561,879 | 0.05% | +561,879 |
| PACER FDS TR | 25,819 | 40,170 | +14,351 | 823,368 | 1,377,980 | 0.13% | +554,612 |
| WISDOMTREE TR(WT) | 0 | 10,106 | +10,106 | 0 | 508,948 | 0.05% | +508,948 |
| ISHARES TR | 4,999 | 4,997 | -2 | 1,199,816 | 1,639,518 | 0.16% | +439,702 |
| BLACKROCK ETF TRUST | 0 | 5,199 | +5,199 | 0 | 416,899 | 0.04% | +416,899 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 6,753 | 6,414 | -339 | 4,391,991 | 4,783,163 | 0.47% | +391,172 |
| VANECK ETF TRUST | 86,454 | 91,745 | +5,291 | 4,334,794 | 4,723,975 | 0.46% | +389,181 |
| CONSTELLATION ENERGY CORP(CEG) | 19,633 | 24,665 | +5,032 | 5,482,484 | 5,833,359 | 0.57% | +350,875 |
| VANGUARD INDEX FDS | 0 | 1,407 | +1,407 | 0 | 344,587 | 0.03% | +344,587 |
| VANGUARD MUN BD FDS | 78,399 | 84,138 | +5,739 | 3,911,333 | 4,246,420 | 0.41% | +335,087 |
| ISHARES TR | 39,438 | 42,067 | +2,629 | 4,186,295 | 4,515,503 | 0.44% | +329,208 |
| CISCO SYS INC(CSCO) | 0 | 2,615 | +2,615 | 0 | 305,981 | 0.03% | +305,981 |
| ISHARES TR | 80,365 | 86,307 | +5,942 | 4,094,577 | 4,393,905 | 0.43% | +299,328 |
| ISHARES TR | 0 | 3,878 | +3,878 | 0 | 290,811 | 0.03% | +290,811 |
| ISHARES TR | 0 | 1,986 | +1,986 | 0 | 282,162 | 0.03% | +282,162 |
| INVESCO QQQ TR | 4,182 | 3,707 | -475 | 2,413,633 | 2,688,486 | 0.26% | +274,853 |
| SPDR SERIES TRUST | 0 | 2,292 | +2,292 | 0 | 271,424 | 0.03% | +271,424 |
| ISHARES TR | 44,638 | 47,915 | +3,277 | 4,238,363 | 4,504,955 | 0.44% | +266,592 |
| CATERPILLAR INC(CAT) | 0 | 264 | +264 | 0 | 261,658 | 0.03% | +261,658 |
| GOLDMAN SACHS ETF TR | 9,556 | 13,158 | +3,602 | 478,160 | 725,153 | 0.07% | +246,993 |
| VANGUARD MALVERN FDS | 0 | 4,831 | +4,831 | 0 | 246,641 | 0.02% | +246,641 |
| TEXAS INSTRS INC(TXN) | 0 | 820 | +820 | 0 | 244,598 | 0.02% | +244,598 |
| VANECK ETF TRUST | 935 | 935 | 0 | 358,370 | 579,953 | 0.06% | +221,583 |
| JOHNSON & JOHNSON(JNJ) | 0 | 850 | +850 | 0 | 215,883 | 0.02% | +215,883 |