Insight Wealth Strategies

Insight Wealth Strategies as of March 31, 2023

Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 136 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chevron Corporation (CVX) 5.4 $27M 168k 163.16
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 5.2 $26M 394k 67.07
Ishares Tr Pfd And Incm Sec (PFF) 5.1 $26M 837k 31.22
Ishares Tr Fltg Rate Nt Etf (FLOT) 4.8 $25M 489k 50.39
Ishares Tr Msci Usa Min Vol (USMV) 4.8 $24M 333k 72.74
Goldman Sachs Etf Tr Activebeta Int (GSIE) 4.7 $24M 775k 30.81
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 4.6 $23M 316k 73.68
Ishares Tr Msci Eafe Min Vl (EFAV) 4.4 $22M 331k 67.65
Ishares Tr Msci Usa Mmentm (MTUM) 4.3 $22M 157k 139.04
Ishares Tr Iboxx Hi Yd Etf (HYG) 4.1 $21M 277k 75.55
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.0 $21M 187k 109.61
Ishares Tr Mbs Etf (MBB) 4.0 $20M 216k 94.73
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.8 $20M 157k 124.07
Ishares Tr Tips Bd Etf (TIP) 3.5 $18M 161k 110.25
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $10M 107k 96.70
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 1.9 $9.9M 131k 75.90
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.6 $8.1M 76k 106.37
Apple (AAPL) 1.2 $6.0M 36k 164.90
Lam Research Corporation (LRCX) 1.0 $4.9M 9.2k 530.10
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.9 $4.8M 105k 45.53
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.9 $4.6M 57k 82.16
Microsoft Corporation (MSFT) 0.8 $4.1M 14k 288.30
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.7 $3.6M 45k 79.72
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.7 $3.6M 172k 20.80
Vaneck Etf Trust High Yld Munietf (HYD) 0.6 $3.3M 63k 51.74
Amazon (AMZN) 0.6 $3.0M 29k 103.29
Ishares Tr National Mun Etf (MUB) 0.6 $2.9M 27k 107.74
Equinix (EQIX) 0.5 $2.5M 3.5k 721.08
UnitedHealth (UNH) 0.5 $2.3M 4.9k 472.62
Comcast Corp Cl A (CMCSA) 0.5 $2.3M 61k 37.91
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.2M 21k 103.73
Zoetis Cl A (ZTS) 0.4 $2.2M 13k 166.45
ON Semiconductor (ON) 0.4 $2.2M 26k 82.32
Broadcom (AVGO) 0.4 $2.2M 3.4k 641.60
Target Corporation (TGT) 0.4 $2.1M 13k 165.63
Merck & Co (MRK) 0.4 $2.1M 19k 106.39
Hca Holdings (HCA) 0.4 $2.0M 7.4k 263.68
NVIDIA Corporation (NVDA) 0.4 $1.9M 7.0k 277.76
Diodes Incorporated (DIOD) 0.4 $1.9M 21k 92.76
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.9M 38k 50.66
Deere & Company (DE) 0.4 $1.9M 4.6k 412.91
Arthur J. Gallagher & Co. (AJG) 0.4 $1.9M 9.9k 191.31
Coca-Cola Company (KO) 0.4 $1.9M 30k 62.03
S&p Global (SPGI) 0.4 $1.9M 5.4k 344.76
Gilead Sciences (GILD) 0.4 $1.8M 22k 82.97
McDonald's Corporation (MCD) 0.4 $1.8M 6.5k 279.61
Hewlett Packard Enterprise (HPE) 0.4 $1.8M 113k 15.93
Waste Management (WM) 0.4 $1.8M 11k 163.17
JPMorgan Chase & Co. (JPM) 0.3 $1.7M 13k 130.31
Mueller Industries (MLI) 0.3 $1.7M 23k 73.48
Texas Instruments Incorporated (TXN) 0.3 $1.7M 8.9k 186.00
AmerisourceBergen (COR) 0.3 $1.6M 10k 160.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.6M 3.9k 409.43
SPS Commerce (SPSC) 0.3 $1.6M 11k 152.29
Home Depot (HD) 0.3 $1.6M 5.3k 295.14
Old Republic International Corporation (ORI) 0.3 $1.5M 62k 24.97
Exxon Mobil Corporation (XOM) 0.3 $1.5M 14k 109.66
American Express Company (AXP) 0.3 $1.5M 9.2k 164.95
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $1.5M 30k 50.94
Cabot Oil & Gas Corporation (CTRA) 0.3 $1.5M 61k 24.54
Interactive Brokers Group In Com Cl A (IBKR) 0.3 $1.5M 18k 82.56
Union Pacific Corporation (UNP) 0.3 $1.5M 7.4k 201.25
NetApp (NTAP) 0.3 $1.5M 23k 63.85
Cardinal Health (CAH) 0.3 $1.5M 20k 75.50
Arch Resources Cl A (ARCH) 0.3 $1.5M 11k 131.46
Linde SHS (LIN) 0.3 $1.5M 4.1k 355.45
Centene Corporation (CNC) 0.3 $1.5M 23k 63.21
Allegheny Technologies Incorporated (ATI) 0.3 $1.4M 37k 39.46
Genuine Parts Company (GPC) 0.3 $1.4M 8.6k 167.32
Advanced Micro Devices (AMD) 0.3 $1.4M 15k 98.01
American Tower Reit (AMT) 0.3 $1.4M 6.9k 204.34
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.3 $1.4M 17k 82.56
Honeywell International (HON) 0.3 $1.3M 7.0k 191.12
IDEXX Laboratories (IDXX) 0.3 $1.3M 2.6k 500.16
Medtronic SHS (MDT) 0.3 $1.3M 16k 80.62
Intel Corporation (INTC) 0.3 $1.3M 40k 32.67
Verra Mobility Corp Cl A Com Stk (VRRM) 0.2 $1.2M 73k 16.92
Tripadvisor (TRIP) 0.2 $1.2M 62k 19.86
CVS Caremark Corporation (CVS) 0.2 $1.2M 16k 74.31
Anthem (ELV) 0.2 $1.2M 2.6k 459.81
Wal-Mart Stores (WMT) 0.2 $1.2M 8.1k 147.45
Albemarle Corporation (ALB) 0.2 $1.2M 5.4k 221.04
Northrop Grumman Corporation (NOC) 0.2 $1.2M 2.5k 461.78
TransDigm Group Incorporated (TDG) 0.2 $1.1M 1.5k 737.26
Westrock (WRK) 0.2 $1.1M 36k 30.47
SM Energy (SM) 0.2 $1.1M 39k 28.16
Fidelity National Information Services (FIS) 0.2 $1.1M 20k 54.33
New York Community Ban (NYCB) 0.2 $1.1M 118k 9.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.1M 3.3k 320.97
Dollar General (DG) 0.2 $1.1M 5.0k 210.46
Hartford Financial Services (HIG) 0.2 $1.0M 15k 69.69
Starbucks Corporation (SBUX) 0.2 $951k 9.1k 104.13
Wisdomtree Tr Us Efficient Cor (NTSX) 0.2 $945k 27k 35.06
Stem (STEM) 0.2 $867k 153k 5.67
Fortinet (FTNT) 0.2 $861k 13k 66.46
Chord Energy Corporation Com New (CHRD) 0.2 $855k 6.4k 134.60
Zions Bancorporation (ZION) 0.2 $794k 27k 29.93
Performance Food (PFGC) 0.2 $777k 13k 60.34
Ishares Tr Core Div Grwth (DGRO) 0.1 $728k 15k 49.99
Payoneer Global (PAYO) 0.1 $678k 108k 6.28
Sciplay Corporation Cl A 0.1 $641k 38k 16.96
Pioneer Natural Resources (PXD) 0.1 $610k 3.0k 204.26
Tesla Motors (TSLA) 0.1 $572k 2.8k 207.46
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $571k 6.4k 88.77
Ishares Tr Core S&p500 Etf (IVV) 0.1 $557k 1.4k 410.98
Charter Communications Inc N Cl A (CHTR) 0.1 $544k 1.5k 357.52
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $488k 10k 46.89
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $455k 13k 35.30
Visa Com Cl A (V) 0.1 $449k 2.0k 225.46
Bloomin Brands (BLMN) 0.1 $440k 17k 25.65
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $431k 17k 25.04
DV (DV) 0.1 $429k 14k 30.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $428k 1.1k 376.23
Ishares Tr Select Divid Etf (DVY) 0.1 $419k 3.6k 117.19
TJX Companies (TJX) 0.1 $418k 5.3k 78.37
Valaris Cl A (VAL) 0.1 $407k 6.2k 65.06
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $404k 4.1k 99.64
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $394k 6.2k 63.89
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $386k 5.3k 73.17
Wec Energy Group (WEC) 0.1 $385k 4.1k 94.78
Northern Oil And Gas Inc Mn (NOG) 0.1 $331k 11k 30.35
Select Sector Spdr Tr Energy (XLE) 0.1 $312k 3.8k 82.82
Ishares Tr Msci Eafe Etf (EFA) 0.1 $306k 4.3k 71.52
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $301k 2.0k 154.00
Strategy Ns 7handl Idx (HNDL) 0.1 $299k 15k 20.23
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $298k 1.2k 244.41
Vanguard Index Fds Growth Etf (VUG) 0.1 $273k 1.1k 249.44
Invesco Municipal Income Opp Trust (OIA) 0.0 $247k 37k 6.64
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $230k 2.2k 102.76
Blackrock Muniyield Quality Fund (MQY) 0.0 $228k 19k 11.84
Lowe's Companies (LOW) 0.0 $226k 1.1k 199.92
Netflix (NFLX) 0.0 $218k 631.00 345.48
Ishares Core Msci Emkt (IEMG) 0.0 $213k 4.4k 48.79
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $54k 24k 2.24
Sonder Holdings Class A Com 0.0 $7.6k 10k 0.76
Alzamend Neuro Com New 0.0 $4.3k 10k 0.42