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Home > Institutional Investor > Insight Wealth Strategies, Llc > Profile

Instuitional Investor - Insight Wealth Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Insight Wealth Strategies, Llc
Portfolio Value $791,666,206
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Chevron Corp
 CVX 217,541 $31,667,504 4%
2.
Vanguard Scottsdale Funds
 380,395 $28,845,328 3.64%
3.
Ishares Tr
 884,451 $27,126,121 3.43%
4.
Goldman Sachs Etf Tr
 681,505 $27,014,861 3.41%
5.
Ishares Trust
 IEF 303,716 $26,769,538 3.38%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)