Insight Wealth Strategies, LLC
Top Portfolio Positions
79 positions ·
$319,050,814 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CVX |
Chevron Corp
Energy
|
219,858 | $33,508,557 | 10.50% |
| LRCX |
Lam Research Corp
Technology
|
85,222 | $14,588,301 | 4.57% |
| AAPL |
Apple Inc.
Technology
|
45,601 | $12,397,087 | 3.89% |
| AXP |
American Express Co
Financial Services
|
22,321 | $8,257,653 | 2.59% |
| MSFT |
Microsoft Corp
Technology
|
16,139 | $7,805,143 | 2.45% |
| STX |
Seagate Technology Holdings plc
Technology
|
25,378 | $6,988,847 | 2.19% |
| KLAC |
Kla Corp
Technology
|
5,565 | $6,761,920 | 2.12% |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,850 | $6,526,050 | 2.05% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
27,957 | $6,453,034 | 2.02% |
| MRK |
Merck & Co., Inc.
Healthcare
|
60,103 | $6,326,441 | 1.98% |
Portfolio Trend
Holdings in RELL
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $108,800 | 10,000 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $97,900 | 10,000 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $96,500 | 10,000 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $111,600 | 10,000 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $140,300 | 10,000 | Shares | Sole | 2025-01-06 | |
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