Insight Wealth Strategies
Latest statistics and disclosures from Insight Wealth Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PFF, CVX, LQD, MTUM, USMV, and represent 20.25% of Insight Wealth Strategies's stock portfolio.
- Added to shares of these 10 stocks: VCLT (+$13M), LVHI (+$13M), XLV (+$8.3M), XLI (+$6.3M), EWJ (+$6.2M), SYY (+$6.1M), LQD (+$5.1M), LW, SHW, MSI.
- Started 32 new stock positions in LVHI, JNK, SCHG, HSY, EWJ, JBL, LDOS, BIO, HYDB, UNM.
- Reduced shares in these 10 stocks: EFAV (-$21M), BIL (-$19M), KIE (-$8.5M), XLC (-$6.5M), BKLN, EQIX, , IEF, MTUM, FLTR.
- Sold out of its positions in ALB, ARCH, BLMN, CVS, CTRA, KO, CMCSA, CIG, EQIX, GPC.
- Insight Wealth Strategies was a net buyer of stock by $27M.
- Insight Wealth Strategies has $681M in assets under management (AUM), dropping by 10.01%.
- Central Index Key (CIK): 0001749914
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Positions held by Insight Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Insight Wealth Strategies
Insight Wealth Strategies holds 159 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Ishares Tr Pfd And Incm Sec (PFF) | 4.5 | $31M | 960k | 32.23 |
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Chevron Corporation (CVX) | 4.3 | $29M | 187k | 157.74 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 4.1 | $28M | +22% | 256k | 108.92 |
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Ishares Tr Msci Usa Mmentm (MTUM) | 3.7 | $25M | -9% | 134k | 187.35 |
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Ishares Tr Msci Usa Min Vol (USMV) | 3.6 | $25M | 296k | 83.58 |
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Goldman Sachs Etf Tr Activebeta Int (GSIE) | 3.6 | $24M | 710k | 34.29 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.5 | $24M | +11% | 147k | 164.35 |
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 3.5 | $24M | 291k | 81.53 |
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Vaneck Etf Trust Ig Floating Rate (FLTR) | 2.9 | $20M | -11% | 782k | 25.51 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.9 | $20M | +4% | 207k | 94.62 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.5 | $17M | -12% | 180k | 94.66 |
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 2.4 | $16M | +396% | 208k | 78.23 |
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Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.2 | $15M | +2% | 195k | 77.73 |
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 2.0 | $13M | +38% | 263k | 50.74 |
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Ishares Tr Tips Bd Etf (TIP) | 1.9 | $13M | 122k | 107.41 |
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Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 1.9 | $13M | NEW | 425k | 29.78 |
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Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $11M | 100k | 110.52 |
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American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.6 | $11M | 116k | 93.71 |
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Apple (AAPL) | 1.5 | $10M | +43% | 60k | 171.48 |
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Spdr Ser Tr S&p Ins Etf (KIE) | 1.3 | $8.8M | -49% | 168k | 52.07 |
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Spdr Ser Tr S&p Oilgas Exp (XOP) | 1.3 | $8.6M | +16% | 56k | 154.93 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.2 | $8.3M | NEW | 56k | 147.73 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.2 | $8.1M | +30% | 99k | 81.78 |
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Lam Research Corporation (LRCX) | 1.1 | $7.7M | -10% | 7.9k | 971.62 |
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Select Sector Spdr Tr Communication (XLC) | 1.0 | $6.7M | -49% | 82k | 81.66 |
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Select Sector Spdr Tr Indl (XLI) | 0.9 | $6.3M | NEW | 50k | 125.96 |
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Ishares Msci Jpn Etf New (EWJ) | 0.9 | $6.2M | NEW | 87k | 71.35 |
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SYSCO Corporation (SYY) | 0.9 | $6.1M | NEW | 75k | 81.18 |
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Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.8 | $5.6M | 98k | 56.94 |
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Cambria Etf Tr Cambria Fgn Shr (FYLD) | 0.8 | $5.3M | 197k | 27.01 |
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Microsoft Corporation (MSFT) | 0.7 | $4.9M | -12% | 12k | 420.72 |
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Amazon (AMZN) | 0.7 | $4.9M | -5% | 27k | 180.38 |
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American Express Company (AXP) | 0.6 | $4.3M | +72% | 19k | 227.68 |
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Lamb Weston Hldgs (LW) | 0.6 | $4.0M | NEW | 38k | 106.53 |
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Vaneck Etf Trust High Yld Munietf (HYD) | 0.6 | $4.0M | +4% | 77k | 52.26 |
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Home Depot (HD) | 0.6 | $4.0M | +72% | 10k | 383.61 |
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Sherwin-Williams Company (SHW) | 0.6 | $4.0M | NEW | 11k | 347.33 |
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Motorola Solutions Com New (MSI) | 0.6 | $3.9M | NEW | 11k | 354.98 |
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Cdw (CDW) | 0.6 | $3.9M | NEW | 15k | 255.78 |
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Broadcom (AVGO) | 0.6 | $3.9M | 3.0k | 1325.51 |
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NVIDIA Corporation (NVDA) | 0.6 | $3.8M | -22% | 4.2k | 903.55 |
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Moody's Corporation (MCO) | 0.6 | $3.8M | NEW | 9.6k | 393.03 |
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W.W. Grainger (GWW) | 0.5 | $3.7M | NEW | 3.6k | 1017.30 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.6M | +9% | 24k | 150.93 |
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Kla Corp Com New (KLAC) | 0.5 | $3.5M | NEW | 4.9k | 698.57 |
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Ishares Tr National Mun Etf (MUB) | 0.5 | $3.4M | +5% | 32k | 107.60 |
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Ishares Tr Mbs Etf (MBB) | 0.5 | $3.4M | +5% | 37k | 92.42 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 0.5 | $3.4M | 38k | 89.67 |
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Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.5 | $3.4M | +5% | 67k | 51.06 |
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Spdr Ser Tr Bloomberg High Y (JNK) | 0.5 | $3.3M | NEW | 35k | 95.20 |
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Ishares Tr High Yld Bd Fctr (HYDB) | 0.5 | $3.2M | NEW | 69k | 46.72 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $3.1M | +5% | 62k | 50.60 |
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UnitedHealth (UNH) | 0.4 | $3.1M | +13% | 6.2k | 494.69 |
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Target Corporation (TGT) | 0.4 | $3.0M | -5% | 17k | 177.21 |
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Fiserv (FI) | 0.4 | $2.9M | -7% | 18k | 159.82 |
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TJX Companies (TJX) | 0.4 | $2.7M | +392% | 27k | 101.42 |
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Brown & Brown (BRO) | 0.4 | $2.4M | 28k | 87.54 |
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JPMorgan Chase & Co. (JPM) | 0.4 | $2.4M | -14% | 12k | 200.30 |
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Allegheny Technologies Incorporated (ATI) | 0.4 | $2.4M | 47k | 51.17 |
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Verra Mobility Corp Cl A Com Stk (VRRM) | 0.3 | $2.3M | -4% | 94k | 24.97 |
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Arch Cap Group Ord (ACGL) | 0.3 | $2.3M | -5% | 25k | 92.44 |
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Waste Management (WM) | 0.3 | $2.3M | -11% | 11k | 213.16 |
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Mueller Industries (MLI) | 0.3 | $2.3M | -16% | 43k | 53.93 |
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Hca Holdings (HCA) | 0.3 | $2.3M | -12% | 6.9k | 333.55 |
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NetApp (NTAP) | 0.3 | $2.3M | -11% | 22k | 104.97 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.2M | +12% | 4.3k | 523.12 |
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Unum (UNM) | 0.3 | $2.2M | NEW | 42k | 53.66 |
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Fidelity National Information Services (FIS) | 0.3 | $2.2M | +4% | 30k | 74.18 |
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Jabil Circuit (JBL) | 0.3 | $2.2M | NEW | 17k | 133.95 |
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Arthur J. Gallagher & Co. (AJG) | 0.3 | $2.2M | -10% | 8.8k | 250.05 |
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Hewlett Packard Enterprise (HPE) | 0.3 | $2.2M | +2% | 124k | 17.73 |
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Diodes Incorporated (DIOD) | 0.3 | $2.2M | +32% | 31k | 70.50 |
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Palantir Technologies Cl A (PLTR) | 0.3 | $2.2M | -5% | 95k | 23.01 |
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Deere & Company (DE) | 0.3 | $2.2M | +3% | 5.3k | 410.75 |
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SM Energy (SM) | 0.3 | $2.2M | -2% | 44k | 49.85 |
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DV (DV) | 0.3 | $2.2M | 62k | 35.16 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.2M | +44% | 4.9k | 443.97 |
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McKesson Corporation (MCK) | 0.3 | $2.2M | +3% | 4.0k | 536.85 |
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Paccar (PCAR) | 0.3 | $2.1M | NEW | 17k | 123.89 |
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Caterpillar (CAT) | 0.3 | $2.1M | NEW | 5.8k | 366.43 |
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Ferguson SHS (FERG) | 0.3 | $2.1M | NEW | 9.6k | 218.43 |
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Union Pacific Corporation (UNP) | 0.3 | $2.1M | 8.6k | 245.92 |
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Intercontinental Exchange (ICE) | 0.3 | $2.1M | -2% | 15k | 137.43 |
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AmerisourceBergen (COR) | 0.3 | $2.1M | -16% | 8.6k | 242.99 |
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Centene Corporation (CNC) | 0.3 | $2.1M | +2% | 27k | 78.48 |
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Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $2.1M | -10% | 19k | 111.71 |
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Old Republic International Corporation (ORI) | 0.3 | $2.1M | 67k | 30.72 |
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ON Semiconductor (ON) | 0.3 | $2.1M | +5% | 28k | 73.55 |
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Chord Energy Corporation Com New (CHRD) | 0.3 | $2.0M | +2% | 12k | 178.24 |
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Westrock (WRK) | 0.3 | $2.0M | -3% | 41k | 49.45 |
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Cardinal Health (CAH) | 0.3 | $2.0M | -9% | 18k | 111.90 |
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Molina Healthcare (MOH) | 0.3 | $2.0M | NEW | 4.9k | 410.83 |
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American Tower Reit (AMT) | 0.3 | $2.0M | +8% | 9.9k | 197.58 |
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Hershey Company (HSY) | 0.3 | $2.0M | NEW | 10k | 194.50 |
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Performance Food (PFGC) | 0.3 | $1.9M | -5% | 26k | 74.64 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.9M | NEW | 5.5k | 346.63 |
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Texas Instruments Incorporated (TXN) | 0.3 | $1.9M | 11k | 174.20 |
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Exxon Mobil Corporation (XOM) | 0.3 | $1.7M | +8% | 15k | 116.24 |
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Linde SHS (LIN) | 0.3 | $1.7M | -12% | 3.7k | 464.32 |
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Payoneer Global (PAYO) | 0.3 | $1.7M | +176% | 357k | 4.86 |
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Tripadvisor (TRIP) | 0.3 | $1.7M | -17% | 62k | 27.79 |
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.3 | $1.7M | +3% | 33k | 51.36 |
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Zeta Global Holdings Corp Cl A (ZETA) | 0.3 | $1.7M | +49% | 157k | 10.93 |
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Oracle Corporation (ORCL) | 0.3 | $1.7M | +5% | 14k | 125.61 |
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Honeywell International (HON) | 0.2 | $1.7M | 8.3k | 205.24 |
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Dollar General (DG) | 0.2 | $1.7M | +24% | 11k | 156.06 |
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Advanced Micro Devices (AMD) | 0.2 | $1.7M | -34% | 9.2k | 180.49 |
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Ingredion Incorporated (INGR) | 0.2 | $1.6M | +230% | 14k | 116.85 |
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Wal-Mart Stores (WMT) | 0.2 | $1.5M | +186% | 25k | 60.17 |
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Anthem (ELV) | 0.2 | $1.5M | 2.9k | 518.61 |
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Hartford Financial Services (HIG) | 0.2 | $1.5M | -14% | 15k | 103.05 |
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IDEXX Laboratories (IDXX) | 0.2 | $1.5M | 2.8k | 540.01 |
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Fortinet (FTNT) | 0.2 | $1.5M | 22k | 68.31 |
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TransDigm Group Incorporated (TDG) | 0.2 | $1.3M | -26% | 1.1k | 1231.92 |
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Wisdomtree Tr Us Efficient Cor (NTSX) | 0.2 | $1.2M | -2% | 29k | 42.23 |
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Fluor Corporation (FLR) | 0.2 | $1.2M | +5% | 28k | 42.28 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.1M | +96% | 2.4k | 480.65 |
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Northern Oil And Gas Inc Mn (NOG) | 0.2 | $1.1M | +4% | 27k | 39.68 |
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Pioneer Natural Resources (PXD) | 0.1 | $1.0M | +4% | 3.8k | 262.50 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $869k | +80% | 2.6k | 337.09 |
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $837k | 12k | 73.04 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $774k | +4% | 1.5k | 525.71 |
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Alphabet Cap Stk Cl C (GOOG) | 0.1 | $754k | NEW | 5.0k | 152.26 |
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Ishares Tr Core Div Grwth (DGRO) | 0.1 | $721k | 12k | 58.06 |
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Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $690k | 5.9k | 117.22 |
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Shift4 Pmts Cl A (FOUR) | 0.1 | $660k | NEW | 10k | 66.07 |
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $655k | +7% | 15k | 45.31 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $634k | NEW | 1.00 | 634440.00 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $550k | 3.0k | 182.62 |
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Valaris Cl A (VAL) | 0.1 | $536k | +3% | 7.1k | 75.26 |
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First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.1 | $514k | 11k | 48.18 |
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Visa Com Cl A (V) | 0.1 | $495k | -3% | 1.8k | 279.06 |
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Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $488k | -97% | 6.9k | 70.88 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $486k | -2% | 6.1k | 79.86 |
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Tesla Motors (TSLA) | 0.1 | $475k | 2.7k | 175.79 |
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Meta Platforms Cl A (META) | 0.1 | $460k | -3% | 948.00 | 485.53 |
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Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $452k | 18k | 25.69 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $452k | 5.3k | 84.44 |
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Strategy Ns 7handl Idx (HNDL) | 0.1 | $427k | 20k | 21.21 |
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Ishares Tr Select Divid Etf (DVY) | 0.1 | $413k | 3.4k | 123.17 |
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Vanguard Index Fds Growth Etf (VUG) | 0.1 | $391k | 1.1k | 344.20 |
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Wec Energy Group (WEC) | 0.1 | $347k | 4.2k | 82.12 |
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Netflix (NFLX) | 0.0 | $335k | 552.00 | 607.33 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $316k | NEW | 1.5k | 210.36 |
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Bio Rad Labs Cl A (BIO) | 0.0 | $313k | NEW | 906.00 | 345.87 |
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Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $293k | -43% | 7.4k | 39.66 |
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Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.0 | $289k | 5.0k | 57.41 |
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Bank of America Corporation (BAC) | 0.0 | $286k | NEW | 7.5k | 37.92 |
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Targa Res Corp (TRGP) | 0.0 | $274k | 2.4k | 111.99 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $261k | NEW | 3.6k | 73.16 |
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Lowe's Companies (LOW) | 0.0 | $250k | -11% | 983.00 | 254.60 |
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Invesco Municipal Income Opp Trust (OIA) | 0.0 | $248k | 38k | 6.53 |
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Blackrock Muniyield Quality Fund (MQY) | 0.0 | $247k | 20k | 12.25 |
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Leidos Holdings (LDOS) | 0.0 | $228k | NEW | 1.7k | 131.07 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $220k | 847.00 | 259.98 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $209k | NEW | 928.00 | 224.97 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $206k | NEW | 2.2k | 92.73 |
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Cisco Systems (CSCO) | 0.0 | $201k | 4.0k | 49.91 |
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Tellurian (TELL) | 0.0 | $6.6k | 10k | 0.66 |
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Past Filings by Insight Wealth Strategies
SEC 13F filings are viewable for Insight Wealth Strategies going back to 2018
- Insight Wealth Strategies 2024 Q1 filed April 5, 2024
- Insight Wealth Strategies 2023 Q4 filed Jan. 12, 2024
- Insight Wealth Strategies 2023 Q3 filed Oct. 13, 2023
- Insight Wealth Strategies 2023 Q2 filed July 14, 2023
- Insight Wealth Strategies 2023 Q1 filed April 6, 2023
- Insight Wealth Strategies 2022 Q4 filed Jan. 6, 2023
- Insight Wealth Strategies 2022 Q3 filed Oct. 3, 2022
- Insight Wealth Strategies 2022 Q2 filed July 1, 2022
- Insight Wealth Strategies 2022 Q1 filed April 12, 2022
- Insight Wealth Strategies 2021 Q4 filed Jan. 31, 2022
- Insight Wealth Strategies 2021 Q3 filed Oct. 28, 2021
- Insight Wealth Strategies 2021 Q2 filed Aug. 12, 2021
- Insight Wealth Strategies 2021 Q1 filed May 12, 2021
- Insight Wealth Strategies 2020 Q4 filed Feb. 5, 2021
- Insight Wealth Strategies 2020 Q3 filed Oct. 29, 2020
- Insight Wealth Strategies 2020 Q2 filed July 31, 2020