INSIGHT WEALTH STRATEGIES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PAYO | 633K | $3.83M |
 | CVX | 219K | $33.98M |
 | SM | 108K | $2.70M |
 | BKR | 106K | $5.16M |
 | LRCX | 99K | $13.31M |
 | JEF | 82K | $5.35M |
 | DT | 79K | $3.85M |
 | BLBD | 76K | $4.35M |
 | WFRD | 73K | $4.98M |
 | SWK | 64K | $4.78M |
 | ORI | 61K | $2.57M |
 | XYZ | 59K | $4.24M |
 | MRK | 57K | $4.80M |
 | BAH | 48K | $4.83M |
 | AAPL | 47K | $11.86M |
 | PCAR | 45K | $4.38M |
 | FTNT | 43K | $3.62M |
 | IBKR | 43K | $2.94M |
 | ABT | 37K | $4.91M |
 | PLTR | 36K | $6.50M |
Payoneer Global Inc.
PAYO
Shares Held
633K
Value
$3.83M
Chevron Corporation
CVX
Shares Held
219K
Value
$33.98M
SM Energy Company
SM
Shares Held
108K
Value
$2.70M
Baker Hughes Company
BKR
Shares Held
106K
Value
$5.16M
Lam Research Corporation
LRCX
Shares Held
99K
Value
$13.31M
Jefferies Financial Group Inc.
JEF
Shares Held
82K
Value
$5.35M
Dynatrace, Inc.
DT
Shares Held
79K
Value
$3.85M
Blue Bird Corporation
BLBD
Shares Held
76K
Value
$4.35M
Weatherford International plc
WFRD
Shares Held
73K
Value
$4.98M
Stanley Black & Decker, Inc.
SWK
Shares Held
64K
Value
$4.78M
Old Republic International Corporation
ORI
Shares Held
61K
Value
$2.57M
Block, Inc.
XYZ
Shares Held
59K
Value
$4.24M
Merck & Co., Inc.
MRK
Shares Held
57K
Value
$4.80M
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
48K
Value
$4.83M
Apple Inc.
AAPL
Shares Held
47K
Value
$11.86M
PACCAR Inc
PCAR
Shares Held
45K
Value
$4.38M
Fortinet, Inc.
FTNT
Shares Held
43K
Value
$3.62M
Interactive Brokers Group, Inc.
IBKR
Shares Held
43K
Value
$2.94M
Abbott Laboratories
ABT
Shares Held
37K
Value
$4.91M
Palantir Technologies Inc.
PLTR
Shares Held
36K
Value
$6.50M