Insight Wealth Strategies

Insight Wealth Strategies as of June 30, 2021

Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 182 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chevron Corporation (CVX) 4.9 $34M 329k 104.74
Ishares Tr Msci Usa Min Vol (USMV) 4.4 $31M 421k 73.61
Ishares Tr Msci Usa Mmentm (MTUM) 4.3 $30M 175k 173.43
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 4.0 $28M 327k 86.73
Ishares Tr Pfd And Incm Sec (PFF) 4.0 $28M 717k 39.34
Ishares Tr Msci Intl Qualty (IQLT) 4.0 $28M 729k 38.56
Ishares Tr Msci Eafe Min Vl (EFAV) 3.9 $27M 359k 75.54
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.8 $27M 527k 50.82
Goldman Sachs Etf Tr Activebeta Int (GSIE) 3.8 $27M 764k 34.93
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.8 $27M 305k 87.48
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.7 $26M 194k 132.87
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.5 $25M 281k 88.04
Ishares Tr Tips Bd Etf (TIP) 3.5 $25M 191k 128.01
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.3 $24M 175k 134.36
Ishares Tr Barclays 7 10 Yr (IEF) 3.3 $23M 203k 115.49
Ishares Tr Mbs Etf (MBB) 3.2 $23M 211k 108.23
Ishares Tr Core S&p Us Gwt (IUSG) 3.1 $22M 216k 100.98
Ishares Core Msci Emkt (IEMG) 2.5 $18M 266k 66.99
Ishares Tr Core S&p Scp Etf (IJR) 2.1 $15M 133k 112.98
Ishares Tr Msci Usa Value (VLUE) 1.9 $14M 129k 105.06
Microsoft Corporation (MSFT) 1.6 $12M 42k 270.91
Apple (AAPL) 1.3 $9.0M 66k 136.96
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.6 $4.4M 197k 22.15
Lam Research Corporation (LRCX) 0.6 $4.3M 6.6k 650.65
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.6 $4.3M 67k 63.60
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $3.9M 40k 98.46
Amazon (AMZN) 0.5 $3.8M 1.1k 3440.04
Visa Com Cl A (V) 0.5 $3.6M 16k 233.84
Ishares Tr National Mun Etf (MUB) 0.4 $3.0M 25k 117.20
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.7M 1.1k 2441.65
Paypal Holdings (PYPL) 0.4 $2.7M 9.3k 291.50
NVIDIA Corporation (NVDA) 0.4 $2.7M 3.4k 800.30
Adobe Systems Incorporated (ADBE) 0.3 $2.4M 4.1k 585.71
Zoetis Cl A (ZTS) 0.3 $2.4M 13k 186.36
salesforce (CRM) 0.3 $2.3M 9.3k 244.30
S&p Global (SPGI) 0.3 $2.2M 5.3k 410.43
Fortinet (FTNT) 0.3 $2.2M 9.1k 238.15
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $2.2M 8.0k 268.70
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $2.1M 79k 26.60
Broadcom (AVGO) 0.3 $2.1M 4.4k 476.68
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $2.1M 41k 50.33
Hubspot (HUBS) 0.3 $2.1M 3.5k 582.62
Rh (RH) 0.3 $2.0M 3.0k 678.93
Ross Stores (ROST) 0.3 $2.0M 16k 123.97
Ishares Tr Eafe Value Etf (EFV) 0.3 $2.0M 39k 51.77
Ishares Tr Core S&p500 Etf (IVV) 0.3 $2.0M 4.7k 430.02
Equinix (EQIX) 0.3 $2.0M 2.5k 802.69
Pagseguro Digital Com Cl A (PAGS) 0.3 $2.0M 35k 55.93
Lockheed Martin Corporation (LMT) 0.3 $1.9M 5.1k 378.23
R1 Rcm 0.3 $1.9M 85k 22.24
O'reilly Automotive (ORLY) 0.3 $1.9M 3.3k 566.21
Ishares Tr Core Div Grwth (DGRO) 0.3 $1.9M 37k 50.36
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $1.8M 17k 107.28
Nextera Energy (NEE) 0.3 $1.8M 24k 73.29
Pepsi (PEP) 0.2 $1.7M 12k 148.19
Target Corporation (TGT) 0.2 $1.7M 7.2k 241.67
Johnson & Johnson (JNJ) 0.2 $1.7M 11k 164.74
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $1.7M 23k 74.16
Electronic Arts (EA) 0.2 $1.7M 12k 143.85
Comcast Corp Cl A (CMCSA) 0.2 $1.6M 28k 57.04
UnitedHealth (UNH) 0.2 $1.6M 3.9k 400.46
Mastercard Incorporated Cl A (MA) 0.2 $1.6M 4.3k 364.95
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.2 $1.5M 31k 49.71
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $1.5M 36k 42.08
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $1.5M 26k 57.29
Qualys (QLYS) 0.2 $1.5M 15k 100.66
Advanced Micro Devices (AMD) 0.2 $1.4M 15k 93.94
Ishares Tr Select Divid Etf (DVY) 0.2 $1.4M 12k 116.62
Waste Management (WM) 0.2 $1.4M 9.9k 140.09
Servicenow (NOW) 0.2 $1.4M 2.5k 549.62
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.4M 9.2k 147.66
Centene Corporation (CNC) 0.2 $1.3M 18k 72.93
Walt Disney Company (DIS) 0.2 $1.3M 7.4k 175.80
Diodes Incorporated (DIOD) 0.2 $1.3M 16k 79.77
Netflix (NFLX) 0.2 $1.3M 2.4k 528.02
CoStar (CSGP) 0.2 $1.2M 15k 82.85
Home Depot (HD) 0.2 $1.2M 3.7k 319.02
Darden Restaurants (DRI) 0.2 $1.2M 8.1k 145.98
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $1.1M 11k 101.98
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.2 $1.1M 22k 51.20
Coca-Cola Company (KO) 0.2 $1.1M 21k 54.13
Fidelity National Information Services (FIS) 0.2 $1.1M 7.9k 141.72
Arthur J. Gallagher & Co. (AJG) 0.2 $1.1M 7.9k 140.14
FirstEnergy (FE) 0.2 $1.1M 30k 37.22
Ameresco Cl A (AMRC) 0.2 $1.1M 17k 62.73
American Tower Reit (AMT) 0.2 $1.1M 4.0k 270.14
Wisdomtree Tr Us Efficient Cor (NTSX) 0.2 $1.1M 27k 40.64
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.1M 14k 78.84
Merck & Co (MRK) 0.2 $1.1M 14k 77.79
JPMorgan Chase & Co. (JPM) 0.2 $1.1M 6.9k 155.59
Qualcomm (QCOM) 0.2 $1.1M 7.5k 142.97
Union Pacific Corporation (UNP) 0.2 $1.1M 4.8k 219.94
American Express Company (AXP) 0.2 $1.1M 6.4k 165.26
McDonald's Corporation (MCD) 0.1 $1.0M 4.5k 231.02
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.0M 14k 72.75
Synchrony Financial (SYF) 0.1 $1.0M 21k 48.51
Deere & Company (DE) 0.1 $1.0M 2.9k 352.60
Intel Corporation (INTC) 0.1 $1.0M 18k 56.14
D.R. Horton (DHI) 0.1 $995k 11k 90.41
TransDigm Group Incorporated (TDG) 0.1 $991k 1.5k 647.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $986k 2.3k 427.95
Progressive Corporation (PGR) 0.1 $970k 9.9k 98.21
Ishares Tr Core Total Usd (IUSB) 0.1 $934k 18k 53.52
Cummins (CMI) 0.1 $930k 3.8k 243.84
Sonos (SONO) 0.1 $923k 26k 35.23
Insperity (NSP) 0.1 $918k 10k 90.33
Martin Marietta Materials (MLM) 0.1 $918k 2.6k 351.86
AmerisourceBergen (COR) 0.1 $917k 8.0k 114.47
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $913k 30k 30.43
Charter Communications Inc N Cl A (CHTR) 0.1 $909k 1.3k 721.43
NetApp (NTAP) 0.1 $883k 11k 81.87
Westrock (WRK) 0.1 $876k 17k 53.24
Honeywell International (HON) 0.1 $872k 4.0k 219.37
Ishares Tr Europe Etf (IEV) 0.1 $846k 16k 53.27
Linde SHS 0.1 $831k 2.9k 289.24
Anthem (ELV) 0.1 $825k 2.2k 381.94
CF Industries Holdings (CF) 0.1 $815k 16k 51.44
Rio Tinto Sponsored Adr (RIO) 0.1 $790k 9.4k 83.88
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $775k 7.9k 98.71
Ishares Tr Core Msci Eafe (IEFA) 0.1 $767k 10k 74.83
Match Group (MTCH) 0.1 $761k 4.7k 161.30
Align Technology (ALGN) 0.1 $750k 1.2k 610.75
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $743k 6.3k 117.71
Northrop Grumman Corporation (NOC) 0.1 $727k 2.0k 363.68
Wal-Mart Stores (WMT) 0.1 $705k 5.0k 140.94
Citigroup Com New (C) 0.1 $697k 9.8k 70.79
Workday Cl A (WDAY) 0.1 $694k 2.9k 238.90
New York Community Ban (NYCB) 0.1 $687k 62k 11.02
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $659k 6.3k 104.12
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $654k 11k 59.63
Hartford Financial Services (HIG) 0.1 $649k 11k 61.94
Ishares Esg Awr Msci Em (ESGE) 0.1 $630k 14k 45.17
Starbucks Corporation (SBUX) 0.1 $613k 5.5k 111.80
Select Sector Spdr Tr Energy (XLE) 0.1 $594k 11k 53.85
Ishares Tr Conv Bd Etf (ICVT) 0.1 $584k 5.7k 102.03
Tesla Motors (TSLA) 0.1 $579k 852.00 679.58
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $557k 11k 50.77
Ishares Tr Global Tech Etf (IXN) 0.1 $550k 1.6k 337.84
Ishares Msci Gbl Min Vol (ACWV) 0.1 $521k 5.1k 102.90
Sciplay Corporation Cl A 0.1 $512k 30k 16.95
Ishares Tr Global Finls Etf (IXG) 0.1 $510k 6.6k 77.68
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $509k 6.2k 82.20
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $471k 8.6k 54.86
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $464k 5.4k 86.18
Deckers Outdoor Corporation (DECK) 0.1 $453k 1.2k 383.90
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $434k 3.8k 115.36
Medifast (MED) 0.1 $395k 1.4k 283.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $390k 992.00 393.15
Iac Interactivecorp Com New (IAC) 0.1 $376k 2.4k 153.97
TJX Companies (TJX) 0.1 $363k 5.4k 67.37
Invesco Municipal Income Opp Trust (OIA) 0.1 $356k 43k 8.30
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.0 $348k 10k 34.52
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $344k 1.3k 271.29
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.0 $327k 5.8k 56.18
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $320k 4.6k 70.11
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $317k 4.8k 66.23
First Tr Value Line Divid In SHS (FVD) 0.0 $316k 8.0k 39.73
Vanguard Index Fds Growth Etf (VUG) 0.0 $314k 1.1k 286.50
Facebook Cl A (META) 0.0 $307k 882.00 348.07
Blackrock Muniyield Quality Fund (MQY) 0.0 $295k 18k 16.76
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $293k 2.6k 113.26
Lowe's Companies (LOW) 0.0 $289k 1.5k 194.22
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $282k 5.4k 52.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $281k 793.00 354.35
Ark Etf Tr Innovation Etf (ARKK) 0.0 $280k 2.1k 130.60
Goosehead Ins Com Cl A (GSHD) 0.0 $261k 2.1k 127.25
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $256k 9.4k 27.26
WD-40 Company (WDFC) 0.0 $248k 967.00 256.46
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $242k 4.7k 51.46
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.0 $235k 8.9k 26.38
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.0 $228k 2.1k 106.74
Illumina (ILMN) 0.0 $227k 480.00 472.92
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $224k 1.4k 158.42
Ishares Tr Russell 2000 Etf (IWM) 0.0 $221k 962.00 229.73
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.0 $214k 5.6k 37.97
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $213k 1.4k 154.46
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $211k 585.00 360.68
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $210k 2.8k 76.22
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.0 $209k 2.4k 87.70
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.0 $206k 7.6k 26.94
Ishares Tr Core High Dv Etf (HDV) 0.0 $206k 2.1k 96.71
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $204k 1.4k 150.44