Insight Wealth Strategies, LLC - Q42025 Holdings

Insight Wealth Strategies, LLC holds 171 stocks with a total portfolio value of $ 872.14M as of Q42025. In Q42025, Insight Wealth Strategies, LLC added 15 new positions, increased stakes in 103 stocks, reduced 51 holdings, and fully exited 15 positions. The largest holding is Chevron Corp New (CVX), representing 3.84% of the total portfolio.