Stock Taper

INSIGHT WEALTH STRATEGIES, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Caterpillar Inc.CAT264$261.66K
Eli Lilly and CompanyLLY273$325.35K
GE Vernova Inc.GEV351$398.68K
McKesson CorporationMCK374$287.1K
Costco Wholesale CorporationCOST383$353.92K
IES Holdings, Inc.IESC739$517.28K
Texas Instruments IncorporatedTXN820$244.6K
Bio-Rad Laboratories, Inc.BIO827$245.69K
Johnson & JohnsonJNJ850$215.88K
Lowe's Companies, Inc.LOW1.01K$225.35K
Waste Management, Inc.WM1.02K$229.46K
American Express CompanyAXP1.03K$358.11K
Meta Platforms, Inc.META1.06K$652.55K
Berkshire Hathaway Inc.BRK-B1.16K$578.98K
GE AerospaceGE1.35K$507.96K
PepsiCo, Inc.PEP1.44K$203.27K
ATI Inc.ATI1.45K$279.42K
Visa Inc.V2.22K$779.1K
Targa Resources Corp.TRGP2.54K$653.8K
Walmart Inc.WMT2.6K$283.28K