Insight Wealth Strategies, LLC
Top Portfolio Positions
85 positions ·
$344,017,841 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CVX |
Chevron Corp
Energy
|
175,223 | $36,253,638 | 10.54% |
| LRCX |
Lam Research Corp
Technology
|
69,168 | $14,778,434 | 4.30% |
| AAPL |
Apple Inc.
Technology
|
45,628 | $11,579,930 | 3.37% |
| CENX |
Century Aluminum Co
Basic Materials
|
146,024 | $8,570,148 | 2.49% |
| DOCN |
DigitalOcean Holdings, Inc.
Technology
|
93,009 | $7,978,312 | 2.32% |
| KLAC |
Kla Corp
Technology
|
5,214 | $7,677,145 | 2.23% |
| STX |
Seagate Technology Holdings plc
Technology
|
19,464 | $7,625,216 | 2.22% |
| FIX |
Comfort Systems USA Inc
Industrials
|
5,437 | $7,497,568 | 2.18% |
| AXP |
American Express Co
Financial Services
|
23,134 | $6,997,572 | 2.03% |
| MSFT |
Microsoft Corp
Technology
|
18,649 | $6,903,300 | 2.01% |
Portfolio Trend
Holdings in BLBD
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,739,280 | 65,844 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,104,068 | 66,044 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $4,350,146 | 75,589 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $3,418,013 | 79,194 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,634,238 | 81,379 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $2,302,734 | 59,610 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,176,664 | 45,385 | Shares | Sole | 2024-10-07 | |
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