Insight Wealth Strategies, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 6, 2025), Insight Wealth Strategies, LLC reported 152 stock positions worth $745.7 million. Its top holding was iShares MSCI USA Min Vol Fac (USMV) at 4.1% of the portfolio, followed by Chevron (CVX, 3.9%) and Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 3.8%). Compared with Q3 2024, it opened 20 new positions, sold out of 27, added to 84 and reduced 44. The biggest buy was a new position in Invesco Senior Loan ETF (BKLN) and the biggest sale an exit from iShares 1-3 Year Treasury Bo (SHY).
- Most Recent 13F
- Q2 2026
- Location
- SAN RAMON, CA
- CIK
- 0001749914
- Portfolio Value
- $745.7M (Q4 2024)
- SEC Filing
- 0001749914-25-000001 ↗ filed Jan 6, 2025
Holdings Value
Holdings 152 stocks · $745.7M
| USMV iShares MSCI USA Min Vol Fac | 4.09% | 343,489 | $30.5M | Add +1.2% |
| CVX Chevron Corp. | 3.90% | 201,015 | $29.1M | Add +0.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 3.77% | 263,381 | $28.1M | Add +0.0% |
| MBB iShares MBS ETF | 3.60% | 293,125 | $26.9M | Add +8.7% |
| QUAL iShares MSCI USA Quality Fac | 3.54% | 148,219 | $26.4M | Reduce -1.4% |
| GSIE Goldman Sachs Activebeta Int | 3.41% | 763,371 | $25.5M | Add +2.3% |
| VIGI Vanguard Int Div App Indx FD | 3.36% | 313,227 | $25.1M | Add +1.9% |
| IEF iShares 7-10 Year Treasury B | 3.20% | 257,997 | $23.9M | Add +2.6% |
| VCLT Vanguard Long-Term Corp. Bond | 3.19% | 317,834 | $23.8M | Add +2.9% |
| TLT iShares 20+ Year Treasury BD | 3.08% | 263,090 | $23.0M | Add +4.4% |
| PFF iShares Preferred & Income S | 2.86% | 678,900 | $21.3M | Reduce -0.9% |
| LVHI Franklin International Low V | 2.49% | 607,326 | $18.5M | Add +3.6% |
| JAAA Janus Henderson Aaa Clo ETF | 2.04% | 299,831 | $15.2M | Add +3.9% |
| BKLN Invesco Senior Loan ETF | 1.97% | 695,844 | $14.7M | New |
| VYM Vanguard High DVD Yield ETF | 1.65% | 96,513 | $12.3M | Add +2.4% |
| IJR iShares Core S&P Small-Cap E | 1.64% | 106,397 | $12.3M | Add +0.1% |
| AVUV Avantis US Small Cap Value | 1.58% | 122,269 | $11.8M | Add +1.9% |
| XLY SS Consumer Disc Select Sect | 1.47% | 48,938 | $11.0M | New |
| ICVT iShares Convertible Bond ETF | 1.45% | 127,277 | $10.8M | New |
| XLF SS Financial Select Sector | 1.36% | 210,170 | $10.2M | Reduce -1.5% |
| AAPL Apple Inc. | 1.28% | 37,991 | $9.5M | Reduce -34.5% |
| TIP iShares Tips Bond ETF | 1.22% | 85,283 | $9.1M | Add +2.5% |
| XOP SS SPDR S&P Og Exp & Prod | 1.13% | 63,904 | $8.5M | Add +2.5% |
| FDN First Trust DJ Internet Ind | 1.13% | 34,734 | $8.4M | New |
| LRCX Lam Research Corp. | 1.00% | 103,703 | $7.5M | Add +25.4% |
| XLP SS Consumer Staples Sel Sect | 0.87% | 82,409 | $6.5M | Add +2.4% |
| GLTR Abrdn Precious Metals Basket | 0.85% | 57,678 | $6.3M | New |
| AMZN Amazon.com Inc. | 0.82% | 27,811 | $6.1M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 0.80% | 31,658 | $6.0M | Add +36.5% |
| AVGO Broadcom Inc. | 0.79% | 25,427 | $5.9M | Reduce -14.3% |
| PLTR Palantir Technologies Inc. Class A | 0.75% | 74,353 | $5.6M | Reduce -12.5% |
| AXP American Express Co. | 0.75% | 18,759 | $5.6M | Reduce -4.5% |
| XSVM Invesco S&P Smallcap Value W | 0.75% | 102,080 | $5.6M | Add +2.1% |
| HYDB iShares High Yield Systemati | 0.73% | 115,992 | $5.5M | Add +4.5% |
| FYLD Cambria Foreign Shareholder | 0.72% | 211,730 | $5.3M | Add +3.6% |
| MSFT Microsoft Corp. | 0.71% | 12,559 | $5.3M | Add +6.4% |
| MCK McKesson Corp. | 0.64% | 8,420 | $4.8M | Add +10.9% |
| MCO Moody's Corp. | 0.63% | 9,905 | $4.7M | Reduce -2.6% |
| ADP Automatic Data Processing | 0.63% | 15,997 | $4.7M | New |
| MSI Motorola Solutions Inc. | 0.62% | 10,064 | $4.7M | Reduce -12.2% |
| SYY Sysco Corp. | 0.62% | 60,103 | $4.6M | Reduce -27.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.61% | 4,328 | $4.6M | Add +3.6% |
| COR Cencora Inc. | 0.61% | 20,249 | $4.5M | Add +124.6% |
| NVDA Nvidia Corp. | 0.61% | 33,602 | $4.5M | Add +2.0% |
| HD Home Depot Inc. | 0.60% | 11,490 | $4.5M | Reduce -0.9% |
| LNG Cheniere Energy Inc. | 0.60% | 20,732 | $4.5M | New |
| JEF Jefferies Financial Group Inc. | 0.59% | 55,943 | $4.4M | New |
| RGA Reinsurance Group of America | 0.58% | 20,158 | $4.3M | Add +23.8% |
| HUBB Hubbell Inc. | 0.57% | 10,202 | $4.3M | Add +3.3% |
| SHW The Sherwin-Williams Co. | 0.57% | 12,468 | $4.2M | Reduce -0.2% |
| IDXX Idexx Laboratories Inc. | 0.56% | 10,096 | $4.2M | Add +230.5% |
| HSY The Hershey Co. | 0.56% | 24,545 | $4.2M | Add +18.6% |
| LW Lamb Weston Holdings Inc. | 0.56% | 61,950 | $4.1M | Add +36.0% |
| FLOT iShares Floating Rate Bond E | 0.55% | 80,528 | $4.1M | Reduce -0.9% |
| FTI Technipfmc PLC | 0.55% | 141,264 | $4.1M | New |
| PCAR Paccar Inc. | 0.54% | 39,041 | $4.1M | Add +21.6% |
| FTNT Fortinet Inc. | 0.54% | 42,741 | $4.0M | Add +79.3% |
| ACGL Arch Capital Group Ltd. | 0.53% | 42,965 | $4.0M | Add +68.2% |
| CTAS Cintas Corp. | 0.53% | 21,502 | $3.9M | Add +0.1% |
| XYZ Block Inc. | 0.53% | 46,089 | $3.9M | New |
| FLS Flowserve Corp. | 0.52% | 67,744 | $3.9M | Add +1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.52% | 6,559 | $3.8M | Add +45.1% |
| HYD Vaneck High Yield Muni ETF | 0.51% | 73,469 | $3.8M | Reduce -18.8% |
| AMGN Amgen Inc. | 0.51% | 14,596 | $3.8M | Add +14.6% |
| MUB iShares National Muni Bond E | 0.50% | 35,031 | $3.7M | Reduce -9.3% |
| ACN Accenture PLC Class A | 0.50% | 10,598 | $3.7M | Add +2.5% |
| CSGP Costar Group Inc. | 0.50% | 51,815 | $3.7M | Add +3.3% |
| KLAC KLA Corp. | 0.49% | 5,745 | $3.6M | Add +5.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.48% | 71,703 | $3.6M | Reduce -6.3% |
| STX Seagate Technology Holdings | 0.48% | 41,054 | $3.5M | New |
| BAH Booz Allen Hamilton Holdings | 0.46% | 26,903 | $3.5M | New |
| CDW CDW Corp. | 0.46% | 19,772 | $3.4M | Add +13.0% |
| EMB iShares JP Morgan Usd Emergi | 0.42% | 35,298 | $3.1M | Reduce -7.1% |
| UNH Unitedhealth Group Inc. | 0.42% | 6,195 | $3.1M | Reduce -3.1% |
| JNK SS SPDR BB High Yield Bond | 0.42% | 32,548 | $3.1M | Reduce -6.8% |
| PAYO Payoneer Global Inc. | 0.40% | 294,652 | $3.0M | Reduce -11.0% |
| JPM JPMorgan Chase & Co. | 0.40% | 12,326 | $3.0M | Reduce -0.6% |
| MLI Mueller Industries Inc. | 0.40% | 37,184 | $3.0M | Add +1.9% |
| BRO Brown & Brown Inc. | 0.36% | 26,223 | $2.7M | Reduce -2.9% |
| IBKR Interactive Brokers Gro Class A | 0.36% | 15,102 | $2.7M | Reduce -19.2% |
| GOOG Alphabet Inc. Class C | 0.33% | 12,869 | $2.5M | No change |
| ORI Old Republic Intl Corp. | 0.32% | 66,796 | $2.4M | Reduce -4.7% |
| FIS Fidelity National Info Serv | 0.32% | 29,146 | $2.4M | Reduce -6.6% |
| WM Waste Management Inc. | 0.31% | 11,611 | $2.3M | Add +3.2% |
| CAH Cardinal Health Inc. | 0.31% | 19,796 | $2.3M | Add +1.6% |
| CAT Caterpillar Inc. | 0.31% | 6,412 | $2.3M | Add +2.6% |
| BLBD Blue Bird Corp. | 0.31% | 59,610 | $2.3M | Add +31.3% |
| TXN Texas Instruments Inc. | 0.30% | 12,116 | $2.3M | Add +7.5% |
| UNP Union Pacific Corp. | 0.30% | 9,882 | $2.3M | Add +7.7% |
| ICE Intercontinental Exchange Inc. | 0.29% | 14,530 | $2.2M | Reduce -8.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 4,081 | $2.1M | Reduce -14.3% |
| HON Honeywell International Inc. | 0.28% | 9,180 | $2.1M | Add +3.4% |
| ORCL Oracle Corp. | 0.27% | 12,178 | $2.0M | Reduce -13.3% |
| AMT American Tower Corp. | 0.27% | 11,051 | $2.0M | Add +1.9% |
| WMT Walmart Inc. | 0.27% | 21,972 | $2.0M | Reduce -14.1% |
| SM SM Energy Co. | 0.27% | 51,084 | $2.0M | Add +5.8% |
| LIN Linde PLC | 0.23% | 4,065 | $1.7M | Add +3.3% |
| XOM Exxon Mobil Corp. | 0.23% | 15,712 | $1.7M | Add +4.4% |
| HIG Hartford Insurance Group Inc. | 0.21% | 14,611 | $1.6M | Reduce -3.2% |
| NTSX Wisdomtree US Efficient Core | 0.20% | 32,734 | $1.5M | Add +13.7% |
Portfolio Sells Q3 2024 → Q4 2024
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −1.66 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −1.55 |
| FLTR Vaneck Ig Floating Rate ETF | Sold out | 0.00% | −1.42 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −1.17 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.89 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.75 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.57 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −0.53 |
| AAPL Apple Inc. | Reduce -34.5% | 1.28% | −0.50 |
| TFLO iShares Treasury Floating Ra | Reduce -90.8% | 0.04% | −0.43 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.37 |
| TGT Target Corp. | Sold out | 0.00% | −0.36 |
| ATI Ati Inc. | Sold out | 0.00% | −0.35 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.34 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.32 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.29 |
| SW Smurfit Westrock PLC | Sold out | 0.00% | −0.27 |
| FERG Ferguson Enterprises Inc. | Sold out | 0.00% | −0.27 |
| INGR Ingredion Inc. | Sold out | 0.00% | −0.26 |
| SYY Sysco Corp. | Reduce -27.1% | 0.62% | −0.23 |
| CHRD Chord Energy Corp. | Sold out | 0.00% | −0.21 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.21 |
| PFF iShares Preferred & Income S | Reduce -0.9% | 2.86% | −0.14 |
| HYD Vaneck High Yield Muni ETF | Reduce -18.8% | 0.51% | −0.12 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.09 |
| FMB First Trust Managed Municipa | Reduce -35.0% | 0.17% | −0.09 |
| VOO Vanguard S&P 500 ETF | Reduce -53.7% | 0.08% | −0.09 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -3.1% | 0.42% | −0.07 |
| VAL Valaris Ltd. | Sold out | 0.00% | −0.07 |
| SHW The Sherwin-Williams Co. | Reduce -0.2% | 0.57% | −0.06 |
| MSI Motorola Solutions Inc. | Reduce -12.2% | 0.62% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -9.3% | 0.50% | −0.05 |
| EMB iShares JP Morgan Usd Emergi | Reduce -7.1% | 0.42% | −0.05 |
| ICE Intercontinental Exchange Inc. | Reduce -8.5% | 0.29% | −0.05 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.05 |
| ORCL Oracle Corp. | Reduce -13.3% | 0.27% | −0.04 |
| MQY BlackRock Muniyield Quality | Sold out | 0.00% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -6.3% | 0.48% | −0.03 |
| JNK SS SPDR BB High Yield Bond | Reduce -6.8% | 0.42% | −0.03 |
| FIS Fidelity National Info Serv | Reduce -6.6% | 0.32% | −0.03 |
| GE General Electric | Sold out | 0.00% | −0.03 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -14.3% | 0.28% | −0.03 |
| HIG Hartford Insurance Group Inc. | Reduce -3.2% | 0.21% | −0.02 |
| HD Home Depot Inc. | Reduce -0.9% | 0.60% | −0.02 |
| BRO Brown & Brown Inc. | Reduce -2.9% | 0.36% | −0.01 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -8.5% | 0.06% | −0.01 |
| IQLT iShares MSCI International Q | Reduce -15.0% | 0.03% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| BKLN Invesco Senior Loan ETF | New | 1.97% | +1.97 |
| XLY SS Consumer Disc Select Sect | New | 1.47% | +1.47 |
| ICVT iShares Convertible Bond ETF | New | 1.45% | +1.45 |
| FDN First Trust DJ Internet Ind | New | 1.13% | +1.13 |
| GLTR Abrdn Precious Metals Basket | New | 0.85% | +0.85 |
| ADP Automatic Data Processing | New | 0.63% | +0.63 |
| LNG Cheniere Energy Inc. | New | 0.60% | +0.60 |
| JEF Jefferies Financial Group Inc. | New | 0.59% | +0.59 |
| FTI Technipfmc PLC | New | 0.55% | +0.55 |
| XYZ Block Inc. | New | 0.53% | +0.53 |
| STX Seagate Technology Holdings | New | 0.48% | +0.48 |
| BAH Booz Allen Hamilton Holdings | New | 0.46% | +0.46 |
| IDXX Idexx Laboratories Inc. | Add +230.5% | 0.56% | +0.36 |
| COR Cencora Inc. | Add +124.6% | 0.61% | +0.34 |
| FTNT Fortinet Inc. | Add +79.3% | 0.54% | +0.30 |
| GOOGL Alphabet Inc. Class A | Add +36.5% | 0.80% | +0.30 |
| MBB iShares MBS ETF | Add +8.7% | 3.60% | +0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +45.1% | 0.52% | +0.17 |
| LW Lamb Weston Holdings Inc. | Add +36.0% | 0.56% | +0.17 |
| ACGL Arch Capital Group Ltd. | Add +68.2% | 0.53% | +0.16 |
| MCK McKesson Corp. | Add +10.9% | 0.64% | +0.15 |
| AMZN Amazon.com Inc. | Add +1.0% | 0.82% | +0.14 |
| PCAR Paccar Inc. | Add +21.6% | 0.54% | +0.13 |
| LRCX Lam Research Corp. | Add +25.4% | 1.00% | +0.12 |
| RGA Reinsurance Group of America | Add +23.8% | 0.58% | +0.11 |
| JAAA Janus Henderson Aaa Clo ETF | Add +3.9% | 2.04% | +0.10 |
| LVHI Franklin International Low V | Add +3.6% | 2.49% | +0.09 |
| CLSE Convergence Long/Short Eqy | New | 0.08% | +0.08 |
| NVDA Nvidia Corp. | Add +2.0% | 0.61% | +0.08 |
| FLS Flowserve Corp. | Add +1.6% | 0.52% | +0.07 |
| AVUV Avantis US Small Cap Value | Add +1.9% | 1.58% | +0.07 |
| VYM Vanguard High DVD Yield ETF | Add +2.4% | 1.65% | +0.06 |
| PAAA Pgim Aaa Clo ETF | New | 0.06% | +0.06 |
| XOP SS SPDR S&P Og Exp & Prod | Add +2.5% | 1.13% | +0.05 |
| FTHI Fthi/First Trust Exchange-TR | New | 0.04% | +0.04 |
| MSFT Microsoft Corp. | Add +6.4% | 0.71% | +0.04 |
| GWW WW Grainger Inc. | Add +3.6% | 0.61% | +0.04 |
| MLI Mueller Industries Inc. | Add +1.9% | 0.40% | +0.04 |
| HON Honeywell International Inc. | Add +3.4% | 0.28% | +0.04 |
| HSY The Hershey Co. | Add +18.6% | 0.56% | +0.03 |
| CLOZ Eldridge BBB-B Clo ETF | New | 0.03% | +0.03 |
| SHYM iShares Short Duration High | New | 0.03% | +0.03 |
| VMO Invesco Municipal Opport | New | 0.03% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +108.9% | 0.06% | +0.03 |
| CAH Cardinal Health Inc. | Add +1.6% | 0.31% | +0.03 |
| HYDB iShares High Yield Systemati | Add +4.5% | 0.73% | +0.03 |
| NTSX Wisdomtree US Efficient Core | Add +13.7% | 0.20% | +0.03 |
| CVX Chevron Corp. | Add +0.6% | 3.90% | +0.03 |
| BLBD Blue Bird Corp. | Add +31.3% | 0.31% | +0.02 |
| XSVM Invesco S&P Smallcap Value W | Add +2.1% | 0.75% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 182 | $1.0B | PAAA, SPMO, DYNF, VCLT, VLUE |
| Q1 2026 | 177 | $895.7M | CVX, GSIE, DYNF, LQD, VCLT |
| Q4 2025 | 171 | $872.1M | CVX, LQD, VCLT, TLT, GSIE |
| Q3 2025 | 171 | $848.7M | CVX, VCLT, PFF, TLT, SPMO |
| Q2 2025 | 171 | $791.7M | CVX, VCLT, PFF, GSIE, TLT |
| Q1 2025 | 158 | $742.7M | CVX, VCLT, TLT, GSIE, IEF |
| Q4 2024 | 152 | $745.7M | USMV, CVX, LQD, MBB, QUAL |
| Q3 2024 | 159 | $759.2M | USMV, LQD, CVX, VIGI, GSIE |
| Q2 2024 | 157 | $702.8M | CVX, PFF, LQD, MTUM, USMV |
| Q1 2024 | 159 | $681.2M | PFF, CVX, LQD, MTUM, USMV |