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
101ABRDN PRECIOUS METALS BASKET ETF TRUST 3,908854.7K $
102iShares Core Dividend Growth ETF 11,895834.8K $
103Pacer Swan SOS Moderate Januar 25,819823.4K $
104iShares Core S&P U.S. Growth ETF 4,884757.6K $
105State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 29,611734.3K $
106Vanguard S&P 500 ETF 1,137679.5K $
107Meta Platforms Inc 1,156661.4K $
108Visa Inc 2,121641K $
109Targa Resources Corp 2,524632.9K $
110Simplify Exchange Traded Funds 19,685594.9K $
111Netflix Inc 6,123588.7K $
112iShares Core S&P Small-Cap ETF 4,677581.4K $
113Berkshire Hathaway Inc 1,209579.1K $
114iShares Russell 1000 Growth ETF 1,217519.1K $
115VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,362507.9K $
116Vanguard International Dividend Appreciation ETF 5,641499K $
117Goldman Sachs ETF Trust 9,556478.2K $
118iShares Select Dividend ETF 3,154477.5K $
119iShares Trust 4,149469.3K $
120Vanguard High Dividend Yield E 3,036449.7K $
121iShares Trust 8,663433.5K $
122iShares Euro High Yield Corpor 7,702404.1K $
123iShares MSCI EAFE Min Vol Factor ETF 4,137378K $
124WEC Energy Group Inc 3,199370.3K $
125VanEck Semiconductor ETF 935358.4K $
126General Electric Co 1,248354.1K $
127IES Holdings Inc 739352.1K $
128iShares Trust 4,547338.1K $
129iShares Russell 2000 ETF 1,345333.7K $
130Vanguard FTSE Developed Markets ETF 5,152330.2K $
131SPDR Gold Shares 764328.7K $
132PepsiCo Inc 2,116328.6K $
133First Trust Exchange Traded Fund VI 13,920319.5K $
134Franklin FTSE Japan ETF 8,754316.7K $
135Janus Detroit Street Trust 6,122308.4K $
136iShares MSCI International Quality Factor ETF 6,617305.9K $
137Bank of America Corp 6,260305.2K $
138Mueller Industries Inc 2,518279K $
139Coca-Cola Co/The 3,587272.8K $
140iShares Core MSCI EAFE ETF 3,009272.4K $
141INVESCO VAN KAMPEN MUN OPPORTUNITY TR 28,016266.4K $
142Lowe's Cos Inc 1,087256.9K $
143GE Vernova Inc 290253.5K $
144Vanguard Total Stock Market ETF 785251.9K $
145Invesco Municipal Income Opportunities Trust 38,964239.2K $
146iShares ESG MSCI KLD 400 ETF 1,965238.2K $
147Eli Lilly & Co 258237.3K $
148Shell PLC 2,549237.1K $
149iShares Trust 1,106236.3K $
150Bio-Rad Laboratories Inc 839233.9K $
151Schwab Strategic Trust 7,896230K $
152SPDR Series Trust 2,289224.1K $
153Schwab US Dividend Equity ETF 7,118218.4K $
154Costco Wholesale Corp 212211.5K $
155ATI Inc 1,454211.5K $
156Select Sector Spdr Trust 4,263210.5K $
157iShares Silver Trust 2,944200.6K $
158NUVEEN INSD TAX-FREE ADVANTAGE MUN FD 13,946156.6K $
159Richardson Electronics Ltd/United States 10,000109.5K $