Titelia

Holdings of Insight Wealth Strategies, LLC

159 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 32 % of the equity sleeve

Sector breakdown

  • Technology 9.8 %
  • Funds 5.1 %
  • Health care 4.9 %
  • Financials 3.4 %
  • Industrials 2.6 %
  • Consumer discretionary 2.2 %
  • Communication 1.3 %
  • Energy 1.3 %
  • Consumer staples 0.9 %
  • Utilities 0.7 %
  • Unattributed 67.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • GB 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US158813.4M $99.97 %
2GB1237.1K $0.03 %

Positions

RankCompanySharesValueWeight
1Chevron Corp 175,22336.3M $
2Goldman Sachs ActiveBeta International Equity ETF 652,46928.1M $
3BlackRock ETF Trust 474,78427.6M $
4iShares iBoxx USD Investment Grade Corporate Bond ETF 251,20327.4M $
5Vanguard Scottsdale Funds 361,65127M $
6Legg Mason ETF Investment Trust 626,02825.4M $
7iShares Trust 495,99624.6M $
8iShares MSCI USA Value Factor ETF 154,87122M $
9Invesco S&P 500 Momentum ETF 188,03821.1M $
10Janus Henderson Mortgage-Backed Securities ETF 453,38920.5M $
11Invesco S&P International Deve 368,51020.2M $
12Invesco Global Ex US High Yiel 831,75816.1M $
13Lam Research Corp 69,16814.8M $
14Simplify Exchange Traded Funds 666,18914.1M $
15TRP FLOATING RATE ETF 275,77013.9M $
16iShares Trust 71,72013.8M $
17American Century ETF Trust 124,38713.7M $
18Invesco S&P MidCap Momentum ET 92,07513.4M $
19iShares Core MSCI Emerging Markets ETF 185,57412.9M $
20State Street Health Care Select Sector SPDR ETF 85,64712.6M $
21iShares 0-5 Year TIPS Bond ETF 118,54412.3M $
22BNY Mellon ETF Trust 264,80911.8M $
23Apple Inc 45,62811.6M $
24iShares U.S. Pharmaceuticals E 118,69210.3M $
25iShares Trust 234,52410.2M $
26SELECT SECTOR SPDR TRUST (THE) 72,7759.7M $
27Century Aluminum Co 146,0248.6M $
28VanEck J. P. Morgan EM Local Currency Bond ETF 333,7258.4M $
29Janus Detroit Street Trust 173,2708.1M $
30DigitalOcean Holdings Inc 93,0098M $
31KLA Corp 5,2147.7M $
32Comfort Systems USA Inc 5,4377.5M $
33American Express Co 23,1347M $
34Microsoft Corp 18,6496.9M $
35Devon Energy Corp 136,3956.9M $
36iShares Preferred and Income S 225,2716.8M $
37Broadcom Inc 19,9646.2M $
38Merck & Co Inc 50,2886M $
39Alphabet Inc 20,9886M $
40Moody's Corp 13,5325.9M $
41Amazon.com Inc 28,1925.9M $
42Baker Hughes Co 95,8885.9M $
43CDW Corp/DE 47,7315.8M $
44WW Grainger Inc 5,2775.8M $
45Motorola Solutions Inc 12,9165.6M $
46Cencora Inc 17,6715.6M $
47Constellation Energy Corp. 19,6335.5M $
48Abbott Laboratories 52,9445.4M $
49Biogen Inc 29,3465.4M $
50Liquidia Corp 142,4025.4M $
51NVIDIA Corp 30,6025.3M $
52Regeneron Pharmaceuticals, Inc. 6,8845.3M $
53Home Depot Inc/The 15,9655.3M $
54Huntington Ingalls Industries, Inc. 13,2235M $
55Stanley Black & Decker Inc 69,9265M $
56McKesson Corp 5,7255M $
57Vistance Networks Inc 247,6264.5M $
58Fortinet Inc 54,8864.5M $
59State Street SPDR S&P 500 ETF Trust 6,7534.4M $
60VanEck High Yield Muni ETF 86,4544.3M $
61Leidos Holdings Inc 27,5554.3M $
62iShares MBS ETF 44,6384.2M $
63iShares National Muni Bond ETF 39,4384.2M $
64iShares Trust 80,3654.1M $
65Verisk Analytics Inc 21,4234.1M $
66Kroger Co/The 56,1254.1M $
67Block Inc 67,0444M $
68Palantir Technologies Inc 27,4584M $
69Centene Corp 122,1384M $
70Vanguard Tax-Exempt Bond Index ETF 78,3993.9M $
71IDEXX Laboratories Inc 6,7813.8M $
72Advanced Micro Devices Inc 18,7223.8M $
73QUALCOMM Inc 29,5053.8M $
74Blue Bird Corp 65,8443.7M $
75Alphabet Inc 12,4013.6M $
76Astrana Health Inc 143,2913.5M $
77JPMorgan Chase & Co 11,4623.4M $
78Cintas Corp 19,4283.3M $
79Waste Management Inc 13,6023.1M $
80iShares Trust 32,6073.1M $
81Cardinal Health, Inc. 14,0493M $
82Interactive Brokers Group Inc 43,8942.9M $
83Hartford Insurance Group Inc/The 21,5452.9M $
84Exxon Mobil Corp 16,3672.8M $
85Old Republic International Corp 69,4242.8M $
86iShares J.P. Morgan USD Emerging Markets Bond ETF 26,8482.5M $
87iShares Trust 29,0702.5M $
88State Street SPDR Bloomberg High Yield Bond ETF 25,8552.5M $
89Walmart Inc 19,5602.4M $
90Invesco QQQ Trust Series 1 4,1822.4M $
91iShares MSCI USA Min Vol Factor ETF 19,4751.8M $
92iShares MSCI EAFE ETF 13,7581.3M $
93Franklin Senior Loan ETF 55,8181.3M $
94iShares MSCI USA Momentum Factor ETF 4,9991.2M $
95iShares Core S&P 500 ETF 1,6751.1M $
96Fidelity Total Bond ETF 23,4581.1M $
97SPDR Series Trust 11,5201.1M $
98Tesla Inc 2,7751M $
99PGIM ETF Trust 18,768960.5K $
100TJX Cos Inc/The 5,713912.4K $