Insight Wealth Strategies

Insight Wealth Strategies as of June 30, 2023

Portfolio Holdings for Insight Wealth Strategies

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chevron Corporation (CVX) 5.1 $27M 169k 157.35
Ishares Tr Pfd And Incm Sec (PFF) 5.0 $26M 852k 30.93
Ishares Tr Msci Usa Min Vol (USMV) 4.7 $25M 330k 74.33
Goldman Sachs Etf Tr Activebeta Int (GSIE) 4.6 $24M 772k 31.35
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 4.5 $24M 314k 75.09
Ishares Tr Msci Usa Mmentm (MTUM) 4.3 $23M 156k 144.25
Ishares Tr Msci Eafe Min Vl (EFAV) 4.3 $22M 331k 67.50
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.0 $21M 155k 134.87
Ishares Tr Iboxx Hi Yd Etf (HYG) 4.0 $21M 275k 75.07
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.9 $21M 403k 50.82
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.9 $20M 187k 108.14
Ishares Tr Mbs Etf (MBB) 3.8 $20M 215k 93.27
Ishares Tr 7-10 Yr Trsy Bd (IEF) 3.4 $18M 183k 96.60
Ishares Tr Tips Bd Etf (TIP) 3.3 $17M 160k 107.62
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.8 $15M 143k 102.94
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $11M 106k 99.65
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 1.9 $10M 130k 77.55
Apple (AAPL) 1.3 $7.0M 36k 193.97
Lam Research Corporation (LRCX) 1.1 $5.8M 9.1k 642.85
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.9 $4.9M 206k 24.01
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.9 $4.9M 105k 46.44
Microsoft Corporation (MSFT) 0.9 $4.7M 14k 340.54
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.9 $4.6M 56k 81.08
Amazon (AMZN) 0.7 $3.7M 29k 130.36
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.7 $3.7M 174k 21.04
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $3.6M 42k 86.54
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.7 $3.5M 45k 78.49
Vaneck Etf Trust High Yld Munietf (HYD) 0.6 $3.4M 65k 51.34
Ishares Tr National Mun Etf (MUB) 0.6 $2.9M 27k 106.73
Broadcom (AVGO) 0.6 $2.9M 3.3k 867.37
NVIDIA Corporation (NVDA) 0.5 $2.8M 6.6k 423.03
Equinix (EQIX) 0.5 $2.7M 3.5k 783.99
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $2.5M 51k 50.22
Comcast Corp Cl A (CMCSA) 0.5 $2.5M 61k 41.55
Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.5M 21k 119.70
ON Semiconductor (ON) 0.5 $2.5M 26k 94.58
UnitedHealth (UNH) 0.5 $2.4M 4.9k 480.66
Hca Holdings (HCA) 0.4 $2.2M 7.4k 303.49
Merck & Co (MRK) 0.4 $2.2M 19k 115.39
Mueller Industries (MLI) 0.4 $2.1M 24k 87.28
Arthur J. Gallagher & Co. (AJG) 0.4 $2.1M 9.6k 219.56
SPS Commerce (SPSC) 0.4 $2.0M 10k 192.05
JPMorgan Chase & Co. (JPM) 0.4 $2.0M 13k 145.44
McDonald's Corporation (MCD) 0.4 $1.9M 6.5k 298.39
AmerisourceBergen (COR) 0.4 $1.9M 9.9k 192.44
Diodes Incorporated (DIOD) 0.4 $1.9M 21k 92.49
Hewlett Packard Enterprise (HPE) 0.4 $1.9M 112k 16.80
Waste Management (WM) 0.4 $1.9M 11k 173.42
Deere & Company (DE) 0.4 $1.9M 4.6k 405.17
Verra Mobility Corp Cl A Com Stk (VRRM) 0.4 $1.8M 93k 19.72
Coca-Cola Company (KO) 0.4 $1.8M 30k 60.22
Cardinal Health (CAH) 0.3 $1.8M 19k 94.57
NetApp (NTAP) 0.3 $1.8M 23k 76.40
Target Corporation (TGT) 0.3 $1.7M 13k 131.90
Gilead Sciences (GILD) 0.3 $1.7M 22k 77.07
Home Depot (HD) 0.3 $1.7M 5.3k 310.63
Advanced Micro Devices (AMD) 0.3 $1.6M 14k 113.91
Texas Instruments Incorporated (TXN) 0.3 $1.6M 9.1k 180.02
American Express Company (AXP) 0.3 $1.6M 9.3k 174.21
Allegheny Technologies Incorporated (ATI) 0.3 $1.6M 36k 44.23
Old Republic International Corporation (ORI) 0.3 $1.6M 62k 25.17
Cabot Oil & Gas Corporation (CTRA) 0.3 $1.6M 62k 25.30
Centene Corporation (CNC) 0.3 $1.5M 23k 67.45
Linde SHS (LIN) 0.3 $1.5M 4.0k 381.08
Union Pacific Corporation (UNP) 0.3 $1.5M 7.5k 204.63
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $1.5M 30k 50.68
Interactive Brokers Group In Com Cl A (IBKR) 0.3 $1.5M 18k 83.07
Genuine Parts Company (GPC) 0.3 $1.5M 8.7k 169.23
Exxon Mobil Corporation (XOM) 0.3 $1.5M 14k 107.25
Honeywell International (HON) 0.3 $1.5M 7.1k 207.51
Medtronic SHS (MDT) 0.3 $1.5M 17k 88.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.4M 3.3k 443.25
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.3 $1.4M 17k 83.92
American Tower Reit (AMT) 0.3 $1.4M 7.0k 193.95
New York Community Ban (NYCB) 0.3 $1.3M 120k 11.24
Intel Corporation (INTC) 0.3 $1.3M 40k 33.44
TransDigm Group Incorporated (TDG) 0.3 $1.3M 1.5k 894.00
IDEXX Laboratories (IDXX) 0.3 $1.3M 2.6k 502.31
Wal-Mart Stores (WMT) 0.2 $1.3M 8.2k 157.18
Bloomin Brands (BLMN) 0.2 $1.3M 48k 26.89
Arch Resources Cl A (ARCH) 0.2 $1.3M 11k 112.76
SM Energy (SM) 0.2 $1.2M 39k 31.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.2M 3.3k 369.45
Albemarle Corporation (ALB) 0.2 $1.2M 5.4k 223.09
Anthem (ELV) 0.2 $1.2M 2.6k 444.25
CVS Caremark Corporation (CVS) 0.2 $1.1M 17k 69.13
Northrop Grumman Corporation (NOC) 0.2 $1.1M 2.5k 455.86
Fidelity National Information Services (FIS) 0.2 $1.1M 20k 54.70
Hartford Financial Services (HIG) 0.2 $1.1M 15k 72.02
Westrock (WRK) 0.2 $1.1M 37k 29.07
Tripadvisor (TRIP) 0.2 $1.0M 62k 16.49
Chord Energy Corporation Com New (CHRD) 0.2 $991k 6.4k 153.79
Wisdomtree Tr Us Efficient Cor (NTSX) 0.2 $974k 26k 37.07
Fortinet (FTNT) 0.2 $967k 13k 75.59
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $913k 13k 69.95
Stem (STEM) 0.2 $899k 157k 5.72
Starbucks Corporation (SBUX) 0.2 $897k 9.1k 99.06
Dollar General (DG) 0.2 $858k 5.1k 169.76
Performance Food (PFGC) 0.1 $779k 13k 60.24
Ishares Tr Core Div Grwth (DGRO) 0.1 $747k 15k 51.53
Zions Bancorporation (ZION) 0.1 $746k 28k 26.86
Sciplay Corporation Cl A 0.1 $732k 37k 19.68
Tesla Motors (TSLA) 0.1 $714k 2.7k 261.77
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $629k 6.4k 97.64
Pioneer Natural Resources (PXD) 0.1 $626k 3.0k 207.19
Ishares Tr Core S&p500 Etf (IVV) 0.1 $605k 1.4k 445.78
DV (DV) 0.1 $552k 14k 38.92
Payoneer Global (PAYO) 0.1 $520k 108k 4.81
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $493k 11k 45.42
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $493k 11k 47.10
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $462k 13k 35.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $456k 1.1k 407.18
TJX Companies (TJX) 0.1 $455k 5.4k 84.78
Visa Com Cl A (V) 0.1 $435k 1.8k 237.54
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $433k 17k 25.01
Strategy Ns 7handl Idx (HNDL) 0.1 $394k 19k 20.33
Valaris Cl A (VAL) 0.1 $392k 6.2k 62.93
Ishares Tr Msci Eafe Etf (EFA) 0.1 $379k 5.2k 72.51
Northern Oil And Gas Inc Mn (NOG) 0.1 $378k 11k 34.32
Ishares Tr Select Divid Etf (DVY) 0.1 $378k 3.3k 113.28
Wec Energy Group (WEC) 0.1 $377k 4.3k 88.24
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $375k 5.3k 70.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $336k 1.2k 275.13
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $315k 1.9k 162.41
Vanguard Index Fds Growth Etf (VUG) 0.1 $310k 1.1k 282.96
Select Sector Spdr Tr Energy (XLE) 0.1 $302k 3.7k 81.17
Netflix (NFLX) 0.1 $272k 618.00 440.49
Meta Platforms Cl A (META) 0.0 $258k 898.00 286.98
Lowe's Companies (LOW) 0.0 $247k 1.1k 225.76
Invesco Municipal Income Opp Trust (OIA) 0.0 $233k 37k 6.24
Blackrock Muniyield Quality Fund (MQY) 0.0 $225k 19k 11.57
Ishares Core Msci Emkt (IEMG) 0.0 $217k 4.4k 49.29
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $207k 1.3k 157.87
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $64k 24k 2.63
Sonder Holdings Class A Com 0.0 $5.3k 10k 0.53
Alzamend Neuro Com New 0.0 $5.1k 10k 0.51