Insight Wealth Strategies

Insight Wealth Strategies as of March 31, 2022

Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 154 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chevron Corporation (CVX) 5.0 $34M 210k 162.83
Ishares Tr Msci Usa Min Vol (USMV) 4.5 $31M 397k 77.57
Ishares Tr Tips Bd Etf (TIP) 4.4 $30M 240k 124.57
Ishares Tr Msci Usa Mmentm (MTUM) 4.3 $29M 174k 168.27
Goldman Sachs Etf Tr Activebeta Int (GSIE) 4.1 $28M 855k 32.73
Ishares Tr Msci Intl Qualty (IQLT) 4.1 $28M 757k 36.87
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 4.1 $28M 351k 79.04
Ishares Tr Pfd And Incm Sec (PFF) 4.0 $27M 745k 36.42
Ishares Tr Msci Eafe Min Vl (EFAV) 3.9 $27M 367k 72.14
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 3.9 $26M 343k 76.95
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.8 $26M 216k 120.94
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.6 $24M 294k 82.29
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.5 $24M 177k 134.63
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.4 $23M 460k 50.52
Ishares Tr Core S&p Us Gwt (IUSG) 3.3 $22M 212k 105.66
Ishares Tr Mbs Etf (MBB) 3.3 $22M 219k 101.87
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $14M 128k 107.88
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 1.9 $13M 153k 85.65
Microsoft Corporation (MSFT) 1.9 $13M 42k 308.31
Apple (AAPL) 1.7 $11M 65k 174.60
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.5 $10M 120k 83.35
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.9 $6.1M 113k 53.87
Lam Research Corporation (LRCX) 0.7 $4.4M 8.3k 537.63
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.6 $4.4M 202k 21.77
Broadcom (AVGO) 0.6 $4.1M 6.5k 629.68
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.6 $4.0M 42k 93.66
Visa Com Cl A (V) 0.6 $4.0M 18k 221.79
Amazon (AMZN) 0.6 $4.0M 1.2k 3259.90
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.6 $3.8M 66k 57.40
Alphabet Cap Stk Cl A (GOOGL) 0.4 $3.0M 1.1k 2781.37
Ishares Tr National Mun Etf (MUB) 0.4 $2.8M 26k 109.63
R1 Rcm 0.4 $2.8M 104k 26.76
UnitedHealth (UNH) 0.4 $2.6M 5.2k 510.02
Centene Corporation (CNC) 0.4 $2.6M 31k 84.20
Fortinet (FTNT) 0.4 $2.6M 7.5k 341.73
Zoetis Cl A (ZTS) 0.4 $2.5M 13k 188.60
NVIDIA Corporation (NVDA) 0.4 $2.5M 9.2k 272.84
Equinix (EQIX) 0.4 $2.4M 3.2k 741.52
Qualys (QLYS) 0.3 $2.3M 16k 142.43
Deere & Company (DE) 0.3 $2.3M 5.5k 415.39
S&p Global (SPGI) 0.3 $2.3M 5.6k 410.13
O'reilly Automotive (ORLY) 0.3 $2.3M 3.3k 685.05
Comcast Corp Cl A (CMCSA) 0.3 $2.2M 46k 46.82
salesforce (CRM) 0.3 $2.2M 10k 212.31
Target Corporation (TGT) 0.3 $2.1M 9.9k 212.18
Paypal Holdings (PYPL) 0.3 $2.1M 18k 115.65
Hca Holdings (HCA) 0.3 $2.0M 8.1k 250.62
Adobe Systems Incorporated (ADBE) 0.3 $2.0M 4.4k 455.55
NetApp (NTAP) 0.3 $1.9M 24k 82.99
Waste Management (WM) 0.3 $1.9M 12k 158.47
Union Pacific Corporation (UNP) 0.3 $1.9M 6.8k 273.21
Diodes Incorporated (DIOD) 0.3 $1.9M 21k 86.99
Ross Stores (ROST) 0.3 $1.8M 20k 90.47
Coca-Cola Company (KO) 0.3 $1.8M 30k 61.99
Arthur J. Gallagher & Co. (AJG) 0.3 $1.8M 11k 174.60
CF Industries Holdings (CF) 0.3 $1.8M 18k 103.07
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $1.8M 34k 53.06
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.8M 35k 51.54
ON Semiconductor (ON) 0.3 $1.8M 29k 62.62
Hewlett Packard Enterprise (HPE) 0.3 $1.8M 106k 16.71
AmerisourceBergen (COR) 0.3 $1.8M 11k 154.72
Mastercard Incorporated Cl A (MA) 0.3 $1.7M 4.9k 357.27
Merck & Co (MRK) 0.3 $1.7M 21k 82.06
Rio Tinto Sponsored Adr (RIO) 0.2 $1.7M 21k 80.41
American Express Company (AXP) 0.2 $1.7M 9.0k 187.03
Cabot Oil & Gas Corporation (CTRA) 0.2 $1.7M 62k 26.97
Progressive Corporation (PGR) 0.2 $1.7M 15k 113.98
Darden Restaurants (DRI) 0.2 $1.6M 12k 132.97
Advanced Micro Devices (AMD) 0.2 $1.6M 15k 109.33
McDonald's Corporation (MCD) 0.2 $1.6M 6.5k 247.37
Qualcomm (QCOM) 0.2 $1.6M 10k 152.85
Walt Disney Company (DIS) 0.2 $1.5M 11k 137.14
Hubspot (HUBS) 0.2 $1.5M 3.2k 474.98
American Tower Reit (AMT) 0.2 $1.5M 5.9k 251.23
Ameresco Cl A (AMRC) 0.2 $1.5M 19k 79.49
Home Depot (HD) 0.2 $1.5M 4.9k 299.45
FirstEnergy (FE) 0.2 $1.5M 32k 45.85
Servicenow (NOW) 0.2 $1.5M 2.6k 557.04
SPS Commerce (SPSC) 0.2 $1.4M 11k 131.24
Fidelity National Information Services (FIS) 0.2 $1.4M 14k 100.41
Old Republic International Corporation (ORI) 0.2 $1.4M 55k 25.87
JPMorgan Chase & Co. (JPM) 0.2 $1.4M 10k 136.35
Zions Bancorporation (ZION) 0.2 $1.4M 22k 65.58
Anthem (ELV) 0.2 $1.4M 2.8k 491.12
IDEXX Laboratories (IDXX) 0.2 $1.4M 2.5k 547.08
Intel Corporation (INTC) 0.2 $1.3M 27k 49.56
Koninklijke Philips N V Ny Reg Sh New (PHG) 0.2 $1.3M 44k 30.53
Westrock (WRK) 0.2 $1.3M 28k 47.04
Linde SHS 0.2 $1.3M 4.0k 319.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.3M 2.8k 451.85
Northrop Grumman Corporation (NOC) 0.2 $1.2M 2.7k 447.32
Rh (RH) 0.2 $1.2M 3.7k 326.16
D.R. Horton (DHI) 0.2 $1.2M 16k 74.53
Honeywell International (HON) 0.2 $1.2M 6.2k 194.60
CoStar (CSGP) 0.2 $1.2M 18k 66.59
Exxon Mobil Corporation (XOM) 0.2 $1.2M 14k 82.61
Hartford Financial Services (HIG) 0.2 $1.1M 16k 71.80
Synchrony Financial (SYF) 0.2 $1.1M 33k 34.81
Wisdomtree Tr 90/60 Balnced Fd (NTSX) 0.2 $1.1M 27k 40.53
Wal-Mart Stores (WMT) 0.2 $1.1M 7.3k 148.93
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.1M 20k 53.43
TransDigm Group Incorporated (TDG) 0.2 $1.1M 1.7k 651.57
Netflix (NFLX) 0.2 $1.1M 2.8k 374.52
Martin Marietta Materials (MLM) 0.2 $1.0M 2.7k 384.99
New York Community Ban (NYCB) 0.1 $1.0M 94k 10.72
Tesla Motors (TSLA) 0.1 $930k 863.00 1077.64
Mueller Industries (MLI) 0.1 $929k 17k 54.20
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $904k 3.4k 268.25
Sonos (SONO) 0.1 $870k 31k 28.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $867k 2.4k 362.46
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $855k 26k 32.38
Abercrombie & Fitch Cl A (ANF) 0.1 $838k 26k 32.00
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $781k 10k 77.30
Charter Communications Inc N Cl A (CHTR) 0.1 $781k 1.4k 545.39
Oasis Petroleum Com New (CHRD) 0.1 $768k 5.2k 146.37
Workday Cl A (WDAY) 0.1 $767k 3.2k 239.61
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $765k 6.1k 125.08
Starbucks Corporation (SBUX) 0.1 $723k 7.9k 91.01
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $571k 7.5k 76.33
Align Technology (ALGN) 0.1 $570k 1.3k 435.78
Ishares Tr Russell 2000 Etf (IWM) 0.1 $549k 2.7k 205.39
Sciplay Corporation Cl A 0.1 $491k 38k 12.93
Ishares Tr Select Divid Etf (DVY) 0.1 $484k 3.8k 128.25
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $446k 8.7k 51.18
Ishares Tr Core S&p500 Etf (IVV) 0.1 $425k 938.00 453.09
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $422k 3.9k 107.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $417k 1.0k 414.51
Deckers Outdoor Corporation (DECK) 0.1 $372k 1.4k 273.93
Strategy Ns 7handl Idx (HNDL) 0.1 $353k 15k 24.12
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $338k 1.2k 277.50
TJX Companies (TJX) 0.0 $324k 5.4k 60.56
Vanguard Index Fds Growth Etf (VUG) 0.0 $315k 1.1k 287.41
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $315k 1.9k 162.12
Ishares Core Msci Emkt (IEMG) 0.0 $312k 5.6k 55.58
Lowe's Companies (LOW) 0.0 $311k 1.5k 202.08
Invesco Municipal Income Opp Trust (OIA) 0.0 $308k 43k 7.10
Ishares Tr Msci Eafe Etf (EFA) 0.0 $301k 4.1k 73.50
Medifast (MED) 0.0 $296k 1.7k 170.70
Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $291k 2.7k 107.38
Ishares Tr Msci Usa Value (VLUE) 0.0 $286k 2.7k 104.42
Xpel (XPEL) 0.0 $284k 5.4k 52.58
Select Sector Spdr Tr Energy (XLE) 0.0 $273k 3.6k 76.45
Blackrock Muniyield Quality Fund (MQY) 0.0 $251k 18k 13.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $249k 3.2k 78.72
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $246k 2.5k 100.37
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $243k 2.2k 109.76
WD-40 Company (WDFC) 0.0 $225k 1.2k 182.93
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $225k 4.7k 48.05
Facebook Cl A (META) 0.0 $224k 1.0k 222.00
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $220k 3.3k 66.33
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $217k 1.3k 166.16
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $210k 1.3k 157.54
Abbvie (ABBV) 0.0 $208k 1.3k 161.87
Intevac (IVAC) 0.0 $107k 20k 5.35