Insight Wealth Strategies, LLC - Q12026 Holdings

Insight Wealth Strategies, LLC holds 177 stocks with a total portfolio value of $ 895.7M as of Q12026. In Q12026, Insight Wealth Strategies, LLC added 17 new positions, increased stakes in 102 stocks, reduced 51 holdings, and fully exited 11 positions. The largest holding is Chevron Corporation (CVX), representing 4.05% of the total portfolio.