Insight Wealth Strategies, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ISHARES TR | 61,526 | 276,655 | +215,129 | 6,858,304 | 30,484,632 | +23,626,328 |
| VANECK ETF TRUST | 0 | 637,239 | +637,239 | 0 | 16,453,509 | +16,453,509 |
| JANUS DETROIT STR TR | 0 | 350,856 | +350,856 | 0 | 16,030,597 | +16,030,597 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 640,356 | +640,356 | 0 | 14,025,724 | +14,025,724 |
| CENTURY ALUM CO | 0 | 154,066 | +154,066 | 0 | 6,036,306 | +6,036,306 |
| BIOGEN INC | 0 | 28,960 | +28,960 | 0 | 5,096,670 | +5,096,670 |
| CENTENE CORP DEL | 0 | 121,559 | +121,559 | 0 | 5,002,153 | +5,002,153 |
| LIQUIDIA CORPORATION | 0 | 141,818 | +141,818 | 0 | 4,891,303 | +4,891,303 |
| DIGITALOCEAN HLDGS INC | 0 | 95,754 | +95,754 | 0 | 4,607,682 | +4,607,682 |
| COMMSCOPE HLDG CO INC | 0 | 243,561 | +243,561 | 0 | 4,415,761 | +4,415,761 |
| EXPRO GROUP HOLDINGS NV | 0 | 267,478 | +267,478 | 0 | 3,570,831 | +3,570,831 |
| ASTRANA HEALTH INC | 0 | 141,641 | +141,641 | 0 | 3,514,113 | +3,514,113 |
| KROGER CO | 0 | 54,550 | +54,550 | 0 | 3,408,314 | +3,408,314 |
| SIMPLIFY EXCHANGE TRADED FUN | 514,852 | 647,232 | +132,380 | 11,795,267 | 14,413,854 | +2,618,587 |
| REGENERON PHARMACEUTICALS | 7,278 | 7,496 | +218 | 4,092,201 | 5,786,045 | +1,693,844 |
| GOLDMAN SACHS ETF TR | 637,569 | 649,776 | +12,207 | 26,210,449 | 27,901,400 | +1,690,951 |
| LEGG MASON ETF INVT | 586,010 | 595,158 | +9,148 | 20,363,864 | 21,913,709 | +1,549,845 |
| MERCK & CO INC | 57,219 | 60,103 | +2,884 | 4,802,391 | 6,326,482 | +1,524,091 |
| T ROWE PRICE ETF INC | 457,209 | 483,518 | +26,309 | 23,525,700 | 24,854,871 | +1,329,171 |
| ACCENTURE PLC IRELAND | 14,526 | 18,175 | +3,649 | 3,582,057 | 4,876,258 | +1,294,201 |
| LAM RESEARCH CORP | 99,378 | 85,222 | -14,156 | 13,306,730 | 14,588,275 | +1,281,545 |
| SELECT SECTOR SPDR TR | 84,306 | 84,067 | -239 | 11,732,896 | 13,013,601 | +1,280,705 |
| BLACKROCK ETF TRUST | 444,312 | 452,161 | +7,849 | 26,303,242 | 27,495,933 | +1,192,691 |
| INVESCO EXCH TRADED FD TR II | 307,218 | 319,537 | +12,319 | 16,586,681 | 17,756,650 | +1,169,969 |
| VERISK ANALYTICS INC | 14,010 | 20,901 | +6,891 | 3,523,736 | 4,675,242 | +1,151,506 |
| ALPHABET INC | 12,047 | 12,335 | +288 | 2,934,137 | 3,870,584 | +936,447 |
| BNY MELLON ETF TRUST | 249,815 | 263,394 | +13,579 | 9,726,556 | 10,625,301 | +898,745 |
| FORTINET INC | 43,028 | 56,127 | +13,099 | 3,617,794 | 4,457,045 | +839,251 |
| CARDINAL HEALTH INC | 16,296 | 16,312 | +16 | 2,557,822 | 3,352,196 | +794,374 |
| SEAGATE TECHNOLOGY HLDNGS PL | 26,358 | 25,378 | -980 | 6,222,091 | 6,988,935 | +766,844 |
| KLA CORP | 5,677 | 5,565 | -112 | 6,123,215 | 6,762,348 | +639,133 |
| AMERICAN EXPRESS CO | 23,004 | 22,321 | -683 | 7,641,149 | 8,257,757 | +616,608 |
| MOODYS CORP | 10,059 | 10,475 | +416 | 4,792,749 | 5,350,968 | +558,219 |
| CONSTELLATION ENERGY CORP | 15,220 | 15,724 | +504 | 5,008,445 | 5,554,821 | +546,376 |
| APPLE INC | 46,562 | 45,601 | -961 | 11,855,973 | 12,397,079 | +541,106 |
| CENCORA INC | 17,296 | 17,472 | +176 | 5,405,371 | 5,901,018 | +495,647 |
| ADVANCED MICRO DEVICES INC | 21,674 | 18,626 | -3,048 | 3,506,636 | 3,988,944 | +482,308 |
| INVESCO EXCHANGE TRADED FD T | 89,697 | 91,059 | +1,362 | 12,129,694 | 12,607,983 | +478,289 |
| ISHARES INC | 110,460 | 114,988 | +4,528 | 7,281,519 | 7,729,512 | +447,993 |
| BROADCOM INC | 15,276 | 15,845 | +569 | 5,039,835 | 5,483,836 | +444,001 |
| ADVISORS INNER CIRCLE FD III | 243,384 | 246,420 | +3,036 | 9,070,922 | 9,489,634 | +418,712 |
| TIDAL TRUST I | 20,877 | 36,961 | +16,084 | 659,922 | 1,065,944 | +406,022 |
| ISHARES TR | 95,294 | 95,210 | -84 | 18,534,639 | 18,910,637 | +375,998 |
| SELECT SECTOR SPDR TR | 29,277 | 59,791 | +30,514 | 8,252,077 | 8,608,172 | +356,095 |
| VANGUARD WHITEHALL FDS | 89,792 | 90,603 | +811 | 12,656,247 | 13,003,361 | +347,114 |
| GRAINGER W W INC | 4,978 | 5,045 | +67 | 4,744,059 | 5,090,477 | +346,418 |
| HARTFORD INSURANCE GROUP INC | 17,947 | 19,861 | +1,914 | 2,393,977 | 2,736,907 | +342,930 |
| ISHARES TR | 181,357 | 182,293 | +936 | 7,646,738 | 7,977,143 | +330,405 |
| EXXON MOBIL CORP | 15,868 | 17,432 | +1,564 | 1,789,162 | 2,097,793 | +308,631 |
| FRANKLIN TEMPLETON ETF TR | 0 | 8,754 | +8,754 | 0 | 301,575 | +301,575 |
| ISHARES TR | 460,559 | 476,471 | +15,912 | 23,737,185 | 24,037,950 | +300,765 |
| OLD REP INTL CORP | 60,542 | 62,076 | +1,534 | 2,571,236 | 2,833,168 | +261,932 |
| STANLEY BLACK & DECKER INC | 64,249 | 67,795 | +3,546 | 4,775,656 | 5,035,800 | +260,144 |
| ELI LILLY & CO | 0 | 242 | +242 | 0 | 260,073 | +260,073 |
| AMERICAN CENTY ETF TR | 125,422 | 124,779 | -643 | 12,483,256 | 12,724,929 | +241,673 |
| ISHARES TR | 74,738 | 79,574 | +4,836 | 3,817,978 | 4,047,122 | +229,144 |
| SELECT SECTOR SPDR TR | 106,494 | 108,862 | +2,368 | 12,605,636 | 12,815,258 | +209,622 |
| PACER FDS TR | 14,305 | 20,287 | +5,982 | 452,610 | 658,618 | +206,008 |
| ISHARES TR | 0 | 1,482 | +1,482 | 0 | 202,608 | +202,608 |
| WISDOMTREE TR | 33,552 | 36,578 | +3,026 | 1,809,147 | 2,004,855 | +195,708 |
| SIMPLIFY EXCHANGE TRADED FUN | 30,603 | 38,296 | +7,693 | 855,964 | 1,043,940 | +187,976 |
| WALMART INC | 18,910 | 19,154 | +244 | 1,948,895 | 2,133,942 | +185,047 |
| ISHARES TR | 11,538 | 13,063 | +1,525 | 1,077,276 | 1,254,392 | +177,116 |
| FIDELITY MERRIMACK STR TR | 17,535 | 21,404 | +3,869 | 810,807 | 985,420 | +174,613 |
| INVESCO QQQ TR | 4,097 | 4,265 | +168 | 2,459,490 | 2,620,123 | +160,633 |
| JPMORGAN CHASE & CO. | 10,591 | 10,852 | +261 | 3,340,634 | 3,496,629 | +155,995 |
| ISHARES TR | 16,335 | 20,081 | +3,746 | 760,693 | 914,275 | +153,582 |
| CALAMOS ETF TR | 25,292 | 31,480 | +6,188 | 694,764 | 841,763 | +146,999 |
| ABRDN PRECIOUS METALS BASKET | 3,524 | 3,504 | -20 | 583,046 | 720,422 | +137,376 |
| SPDR S&P 500 ETF TR | 6,620 | 6,667 | +47 | 4,410,421 | 4,546,066 | +135,645 |
| AMAZON COM INC | 28,813 | 27,957 | -856 | 6,326,569 | 6,453,139 | +126,570 |
| FRANKLIN TEMPLETON ETF TR | 49,683 | 56,107 | +6,424 | 1,193,380 | 1,314,026 | +120,646 |
| ISHARES TR | 36,396 | 37,269 | +873 | 3,875,817 | 3,991,911 | +116,094 |
| QUALCOMM INC | 28,616 | 28,481 | -135 | 4,760,556 | 4,871,740 | +111,184 |
| WASTE MGMT INC DEL | 12,070 | 12,549 | +479 | 2,665,495 | 2,757,217 | +91,722 |
| VISA INC | 1,875 | 2,057 | +182 | 640,086 | 721,435 | +81,349 |
| ISHARES TR | 1,654 | 1,734 | +80 | 1,106,704 | 1,187,987 | +81,283 |
| BANK AMERICA CORP | 5,248 | 6,265 | +1,017 | 270,744 | 344,600 | +73,856 |
| INVESCO EXCH TRADED FD TR II | 219,768 | 223,586 | +3,818 | 26,605,120 | 26,678,275 | +73,155 |
| LOWES COS INC | 986 | 1,251 | +265 | 247,701 | 301,782 | +54,081 |
| BLOCK INC | 58,643 | 65,930 | +7,287 | 4,238,106 | 4,291,363 | +53,257 |
| INTUIT | 6,092 | 6,355 | +263 | 4,160,475 | 4,209,627 | +49,152 |
| TARGA RES CORP | 2,496 | 2,513 | +17 | 418,226 | 463,602 | +45,376 |
| FIRST TR EXCH TRADED FD III | 24,209 | 24,784 | +575 | 1,227,453 | 1,267,350 | +39,897 |
| ISHARES TR | 41,244 | 41,617 | +373 | 3,924,374 | 3,962,786 | +38,412 |
| TJX COS INC NEW | 5,742 | 5,635 | -107 | 829,987 | 865,630 | +35,643 |
| VANECK ETF TRUST | 932 | 935 | +3 | 304,129 | 336,619 | +32,490 |
| GE AEROSPACE | 1,135 | 1,213 | +78 | 341,567 | 373,616 | +32,049 |
| INVESCO EXCH TRADED FD TR II | 5,195 | 5,502 | +307 | 273,743 | 305,772 | +32,029 |
| BERKSHIRE HATHAWAY INC DEL | 1,111 | 1,174 | +63 | 558,320 | 589,887 | +31,567 |
| VANGUARD INDEX FDS | 1,109 | 1,129 | +20 | 679,130 | 708,209 | +29,079 |
| COCA COLA CO | 3,364 | 3,584 | +220 | 223,071 | 250,555 | +27,484 |
| INVESCO EXCH TRADED FD TR II | 14,341 | 15,249 | +908 | 341,747 | 364,143 | +22,396 |
| PEPSICO INC | 2,028 | 2,131 | +103 | 284,812 | 305,841 | +21,029 |
| ISHARES TR | 5,740 | 5,745 | +5 | 944,496 | 964,811 | +20,315 |
| ISHARES TR | 7,388 | 7,973 | +585 | 378,471 | 398,727 | +20,256 |
| WISDOMTREE TR | 7,605 | 8,035 | +430 | 242,548 | 261,486 | +18,938 |
| ISHARES TR | 11,957 | 11,946 | -11 | 814,014 | 829,311 | +15,297 |
| ISHARES INC | 6,384 | 6,947 | +563 | 355,014 | 370,249 | +15,235 |
| TESLA INC | 2,709 | 2,712 | +3 | 1,204,746 | 1,219,641 | +14,895 |