Insight Wealth Strategies, LLC
Top Portfolio Positions
86 positions ·
$344,597,193 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CVX |
Chevron Corp
Energy
|
175,223 | $36,253,638 | 10.52% | |
| LRCX |
Lam Research Corp
Technology
|
69,168 | $14,778,434 | 4.29% | |
| AAPL |
Apple Inc.
Technology
|
45,628 | $11,579,930 | 3.36% | |
| 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 | 2.21% | |
| 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 | 2.00% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VMO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $266,432 | 28,016 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $262,974 | 27,479 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $260,596 | 26,949 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $242,443 | 26,410 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $245,582 | 25,878 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $246,722 | 25,383 | Shares | Sole | 2025-01-06 | |
| No 13F history on record for this holder in this stock. | ||||||