Long-term investor
Insight Wealth Strategies, LLC @insightwealthstrategiesl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001749914).
Record
- Tracked since 2025-06-30 (446 days), 149 trades recorded
- Returns: week n/a · month n/a · 90 days +6.5% · 6 months n/a · 1 year +15.6% · all +15.6%
- Max drawdown n/a · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 69344A834 · 3.3% · long · since 2025-06-30
- 46138E339 · 3.3% · long · since 2025-06-30
- 09290C103 · 3.2% · long · since 2025-06-30
- 92206C813 · 3.1% · long · since 2025-06-30
- 46432F388 · 2.9% · long · since 2025-12-31
- CVX · 2.8% · long · since 2025-06-30
- 92189F486 · 2.8% · long · since 2026-06-30
- 87283Q883 · 2.7% · long · since 2025-06-30
- 52468L505 · 2.7% · long · since 2025-06-30
- 464287432 · 2.6% · long · since 2025-06-30
- 512807306 · 2.3% · long · since 2025-06-30
- 922020755 · 2.3% · long · since 2026-03-31