Insight Wealth Strategies

Latest statistics and disclosures from Insight Wealth Strategies's latest quarterly 13F-HR filing:

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Positions held by Insight Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Insight Wealth Strategies

Companies in the Insight Wealth Strategies portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chevron Corporation (CVX) 5.0 $38M +14% 358k 104.79
Ishares Tr Msci Usa Min Vol (USMV) 4.2 $31M +58% 454k 69.19
Ishares Tr Msci Usa Mmentm (MTUM) 4.1 $31M +58% 192k 160.86
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 3.9 $29M -9% 347k 83.35
Ishares Tr Pfd And Incm Sec (PFF) 3.9 $29M 751k 38.40
Ishares Tr Msci Intl Qualty (IQLT) 3.8 $28M +55% 779k 36.44
Goldman Sachs Etf Tr Activebeta Int (GSIE) 3.7 $28M +52% 847k 33.04
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.7 $28M +55% 334k 82.83
Ishares Tr Msci Eafe Min Vl (EFAV) 3.7 $28M +66% 376k 72.99
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.6 $27M +11% 536k 50.78
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.4 $25M +26% 208k 121.78
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.3 $25M -2% 286k 87.18
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.3 $24M -11% 188k 130.05
Ishares Tr Mbs Etf (MBB) 3.2 $24M -2% 222k 108.42

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Ishares Tr Barclays 7 10 Yr (IEF) 3.2 $24M +3% 210k 112.93
Ishares Tr Core S&p Us Gwt (IUSG) 3.0 $22M +17% 244k 90.79
Ishares Tr Tips Bd Etf (TIP) 2.8 $21M -3% 165k 125.50
Ishares Core Msci Emkt (IEMG) 2.5 $19M +46% 292k 64.36
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $15M +30% 138k 108.53
Ishares Tr Msci Usa Value (VLUE) 1.9 $14M +2898% 137k 102.46
Microsoft Corporation (MSFT) 1.6 $12M +25% 52k 235.77
Apple (AAPL) 1.3 $9.6M +13% 79k 122.15
Amazon (AMZN) 0.7 $5.1M +11% 1.7k 3094.26
Lam Research Corporation (LRCX) 0.6 $4.7M +18% 8.0k 595.24
Adobe Systems Incorporated (ADBE) 0.6 $4.7M +22% 9.9k 475.34
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $4.4M +189% 48k 90.87
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.6 $4.3M +3% 69k 62.15
Ishares Tr National Mun Etf (MUB) 0.5 $3.9M 34k 116.04
Visa Com Cl A (V) 0.5 $3.9M +18% 19k 211.74
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.5 $3.6M +1375% 164k 22.13
Ishares Tr Core S&p500 Etf (IVV) 0.5 $3.6M +124% 9.0k 397.88
Alphabet Cap Stk Cl A (GOOGL) 0.5 $3.6M +9% 1.7k 2062.72
Paypal Holdings (PYPL) 0.4 $2.7M +7% 11k 242.81
Zoetis Cl A (ZTS) 0.4 $2.6M +18% 17k 157.47
Fortinet (FTNT) 0.3 $2.6M +8% 14k 184.42
R1 Rcm (RCM) 0.3 $2.6M +4% 104k 24.68
NVIDIA Corporation (NVDA) 0.3 $2.6M +11% 4.8k 533.95
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $2.5M +268% 96k 26.19
Broadcom (AVGO) 0.3 $2.5M +38% 5.4k 463.65
Rh (RH) 0.3 $2.5M +14% 4.1k 596.62
salesforce (CRM) 0.3 $2.5M +20% 12k 211.90
Hubspot (HUBS) 0.3 $2.4M +3% 5.3k 454.27
Ross Stores (ROST) 0.3 $2.4M +12% 20k 119.93
Lockheed Martin Corporation (LMT) 0.3 $2.3M +57% 6.2k 369.45
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $2.3M +58% 23k 100.45
S&p Global (SPGI) 0.3 $2.2M +24% 6.3k 352.92
Autodesk (ADSK) 0.3 $2.2M +12% 8.0k 277.09
Verizon Communications (VZ) 0.3 $2.2M +99% 38k 58.14
Ishares Tr Eafe Value Etf (EFV) 0.3 $2.1M NEW 41k 50.97
Electronic Arts (EA) 0.3 $2.1M +15% 15k 135.39
Mastercard Incorporated Cl A (MA) 0.3 $2.0M +16% 5.7k 356.06
Koninklijke Philips N V Ny Reg Sh New (PHG) 0.3 $2.0M +15% 35k 57.03
O'reilly Automotive (ORLY) 0.3 $2.0M +20% 3.9k 507.15
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $2.0M +18% 7.6k 260.28
Target Corporation (TGT) 0.3 $1.9M +72% 9.8k 198.13
Equinix (EQIX) 0.3 $1.9M +73% 2.8k 679.49
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $1.9M +7% 33k 56.42
Nextera Energy (NEE) 0.2 $1.9M +125% 25k 75.60
Johnson & Johnson (JNJ) 0.2 $1.8M +106% 11k 164.33
Comcast Corp Cl A (CMCSA) 0.2 $1.8M +88% 34k 54.11
UnitedHealth (UNH) 0.2 $1.8M +106% 4.8k 372.07
Ishares Esg Awr Msci Em (ESGE) 0.2 $1.8M +331% 41k 43.31
Qualys (QLYS) 0.2 $1.7M +12% 17k 104.80
Sonos (SONO) 0.2 $1.7M 46k 37.47
Pagseguro Digital Com Cl A (PAGS) 0.2 $1.7M +17% 36k 46.31
Netflix (NFLX) 0.2 $1.7M +10% 3.2k 521.79
Home Depot (HD) 0.2 $1.7M +66% 5.4k 305.19
JPMorgan Chase & Co. (JPM) 0.2 $1.6M +41% 11k 152.25
Automatic Data Processing (ADP) 0.2 $1.6M +176% 8.2k 188.46
Servicenow (NOW) 0.2 $1.5M +11% 3.1k 500.00
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $1.5M +203% 33k 46.61
Walt Disney Company (DIS) 0.2 $1.5M +44% 8.2k 184.52
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.5M +80% 21k 72.06
Diodes Incorporated (DIOD) 0.2 $1.5M NEW 19k 79.83
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $1.5M +21% 21k 71.84
Coca-Cola Company (KO) 0.2 $1.5M +67% 28k 52.70
Advanced Micro Devices (AMD) 0.2 $1.4M +10% 18k 78.48
CoStar (CSGP) 0.2 $1.4M +15% 1.7k 821.71
Deere & Company (DE) 0.2 $1.4M +9% 3.7k 374.25
Merck & Co (MRK) 0.2 $1.4M +100% 18k 77.07
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.3M -27% 21k 65.10
Arthur J. Gallagher & Co. (AJG) 0.2 $1.3M +95% 11k 124.74
Centene Corporation (CNC) 0.2 $1.3M +24% 21k 63.89
McDonald's Corporation (MCD) 0.2 $1.3M +99% 5.6k 224.16
Waste Management (WM) 0.2 $1.2M +117% 9.7k 129.02
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $1.2M +121% 30k 40.70
Wal-Mart Stores (WMT) 0.2 $1.2M +42% 8.8k 135.89
Ishares Tr Core Total Usd (IUSB) 0.2 $1.2M NEW 22k 52.74
Qualcomm (QCOM) 0.2 $1.2M +83% 8.7k 132.64
Darden Restaurants (DRI) 0.2 $1.1M +106% 8.0k 141.96
Wisdomtree Tr 90/60 Balnced Fd (NTSX) 0.2 $1.1M -21% 30k 37.34
Martin Marietta Materials (MLM) 0.1 $1.1M +10% 3.3k 335.85
Hartford Financial Services (HIG) 0.1 $1.1M +84% 17k 66.76
Union Pacific Corporation (UNP) 0.1 $1.1M +143% 5.0k 220.52
Fidelity National Information Services (FIS) 0.1 $1.1M +131% 7.9k 140.63
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.1M -22% 15k 75.90
Ameresco Cl A (AMRC) 0.1 $1.1M -7% 23k 48.62
TransDigm Group Incorporated (TDG) 0.1 $1.1M +11% 1.9k 588.01
FirstEnergy (FE) 0.1 $1.1M +163% 31k 34.69
American Tower Reit (AMT) 0.1 $1.0M +210% 4.3k 239.14
D.R. Horton (DHI) 0.1 $1.0M NEW 11k 89.12
Insperity (NSP) 0.1 $1.0M +8% 12k 83.73
Westrock (WRK) 0.1 $1.0M +143% 19k 52.04
Ishares Tr Core Div Grwth (DGRO) 0.1 $973k +31% 20k 48.26
American Express Company (AXP) 0.1 $941k +107% 6.7k 141.48
Align Technology (ALGN) 0.1 $939k 1.7k 541.52
Progressive Corporation (PGR) 0.1 $935k NEW 9.8k 95.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $914k +17% 2.3k 396.36
Synchrony Financial (SYF) 0.1 $909k +114% 22k 40.67
Starbucks Corporation (SBUX) 0.1 $900k +52% 8.2k 109.22
Facebook Cl A (FB) 0.1 $899k 3.1k 294.37
Charter Communications Inc N Cl A (CHTR) 0.1 $895k +21% 1.5k 617.24
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.1 $883k NEW 17k 50.95
Honeywell International (HON) 0.1 $874k +151% 4.0k 217.20
Ishares Tr Core Msci Pac (IPAC) 0.1 $860k 13k 66.56
Workday Cl A (WDAY) 0.1 $848k +15% 3.4k 248.39
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $839k -32% 9.2k 91.63
Northrop Grumman Corporation (NOC) 0.1 $828k +96% 2.6k 323.82
Anthem (ANTM) 0.1 $825k +151% 2.3k 359.16
Ishares Tr Global Tech Etf (IXN) 0.1 $822k +141% 2.7k 307.87
Linde SHS (LIN) 0.1 $819k +167% 2.9k 280.19
New York Community Ban (NYCB) 0.1 $769k +104% 61k 12.63
Match Group (MTCH) 0.1 $765k +10% 5.6k 137.32
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $746k +219% 14k 54.67
Citigroup Com New (C) 0.1 $743k +108% 10k 72.72
CF Industries Holdings (CF) 0.1 $733k +99% 16k 45.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $709k 2.8k 255.31
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $703k -12% 14k 50.74
Ishares Tr Select Divid Etf (DVY) 0.1 $658k 5.8k 114.16
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $654k -17% 7.6k 86.30
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $643k 7.8k 82.14
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $623k NEW 5.9k 105.93
Iac Interactive Ord 0.1 $608k +4% 2.8k 216.29
Cisco Systems (CSCO) 0.1 $603k 12k 51.68
Sciplay Corporation Cl A (SCPL) 0.1 $589k NEW 36k 16.18
Tesla Motors (TSLA) 0.1 $582k 871.00 668.20
Asml Holding N V N Y Registry Shs (ASML) 0.1 $578k 936.00 617.52
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $572k +45% 10k 57.18
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $559k +141% 1.7k 330.57
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $548k NEW 5.5k 99.71
Intel Corporation (INTC) 0.1 $536k 8.4k 64.05
Ishares Tr Conv Bd Etf (ICVT) 0.1 $532k -2% 5.4k 98.23
Paychex (PAYX) 0.1 $519k 5.3k 98.09
Clorox Company (CLX) 0.1 $493k +96% 2.6k 192.80
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $475k -17% 4.2k 113.88
Lowe's Companies (LOW) 0.1 $471k -6% 2.5k 190.00
Crown Castle Intl (CCI) 0.1 $465k 2.7k 172.09
Prologis (PLD) 0.1 $455k 4.3k 106.04
Select Sector Spdr Tr Energy (XLE) 0.1 $450k NEW 9.2k 49.01
Ishares Msci Gbl Min Vol (ACWV) 0.1 $449k +39% 4.6k 98.55
Bristol Myers Squibb (BMY) 0.1 $418k 6.6k 63.14
International Business Machines (IBM) 0.1 $398k +4% 3.0k 133.20
Mid-America Apartment (MAA) 0.1 $395k 2.7k 144.37
Ishares Tr Blackrock Ultra (ICSH) 0.1 $392k -14% 7.8k 50.51
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $391k -6% 26k 14.99
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.1 $386k NEW 7.5k 51.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $378k 1.0k 364.16
Invesco Municipal Income Opp Trust (OIA) 0.1 $377k 48k 7.90
Procter & Gamble Company (PG) 0.1 $374k -8% 2.8k 135.31
At&t (T) 0.0 $365k +2% 12k 30.26
TJX Companies (TJX) 0.0 $363k +2% 5.5k 66.20
Avangrid (AGR) 0.0 $360k 7.2k 49.87
Hca Holdings (HCA) 0.0 $359k 1.9k 188.45
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $356k -2% 13k 26.73
Pepsi (PEP) 0.0 $352k 2.5k 141.25
Dominion Resources (D) 0.0 $346k 4.6k 75.89
Accenture Plc Ireland Shs Class A (ACN) 0.0 $345k 1.2k 276.22
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $335k -17% 1.4k 243.28
Unilever Spon Adr New (UL) 0.0 $333k -11% 6.0k 55.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $333k -6% 1.0k 318.66
General Mills (GIS) 0.0 $332k 5.4k 61.28
Keysight Technologies (KEYS) 0.0 $313k 2.2k 143.51
Pfizer (PFE) 0.0 $309k 8.5k 36.24
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $307k 3.0k 102.03
Cincinnati Financial Corporation (CINF) 0.0 $303k -8% 2.9k 102.96
First Tr Value Line Divid In SHS (FVD) 0.0 $301k 7.9k 37.92
American Electric Power Company (AEP) 0.0 $295k 3.5k 84.65
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $294k 4.7k 63.00
National Retail Properties (NNN) 0.0 $293k 6.6k 44.15
Costco Wholesale Corporation (COST) 0.0 $293k 831.00 352.59
Sonoco Products Company (SON) 0.0 $284k 4.5k 63.35
Vanguard Index Fds Growth Etf (VUG) 0.0 $282k 1.1k 257.30
Thermo Fisher Scientific (TMO) 0.0 $281k 616.00 456.17
CVS Caremark Corporation (CVS) 0.0 $279k 3.7k 75.20
Duke Energy Corp Com New (DUK) 0.0 $279k 2.9k 96.64
Emerson Electric (EMR) 0.0 $276k -10% 3.1k 90.08
BlackRock MuniYield Investment Fund 0.0 $274k +23% 20k 13.92
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $270k -51% 5.3k 51.29
Nike CL B (NKE) 0.0 $267k 2.0k 132.84
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $266k -91% 4.0k 66.68
L3harris Technologies (LHX) 0.0 $266k 1.3k 202.28
Xcel Energy (XEL) 0.0 $264k -6% 4.0k 66.55
Eversource Energy (ES) 0.0 $258k 3.0k 86.52
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $251k 1.7k 151.85
Essex Property Trust (ESS) 0.0 $250k -2% 919.00 272.03
Bce Com New (BCE) 0.0 $249k 5.5k 45.18
American Water Works (AWK) 0.0 $247k 1.6k 149.88
Roper Industries (ROP) 0.0 $244k 605.00 403.31
Trane Technologies SHS (TT) 0.0 $243k 1.5k 165.42
Healthcare Tr Amer Cl A New (HTA) 0.0 $243k 8.8k 27.59
Pinnacle West Capital Corporation (PNW) 0.0 $240k 3.0k 81.22
Southern Company (SO) 0.0 $239k -6% 3.8k 62.17
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $236k 1.4k 168.21
Ark Etf Tr Innovation Etf (ARKK) 0.0 $235k NEW 2.0k 120.14
Danaher Corporation (DHR) 0.0 $231k 1.0k 225.15
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $229k -2% 4.7k 49.05
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.0 $226k NEW 2.7k 85.09
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $226k -7% 2.4k 93.04
Ishares Tr U.s. Energy Etf (IYE) 0.0 $226k NEW 8.6k 26.18
Philip Morris International (PM) 0.0 $222k 2.5k 88.55
Goosehead Ins Com Cl A (GSHD) 0.0 $220k 2.1k 107.26
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $218k -31% 1.5k 141.10
Altria (MO) 0.0 $212k NEW 4.1k 51.27
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.0 $203k NEW 2.3k 89.35
Regeneron Pharmaceuticals (REGN) 0.0 $203k 429.00 473.19
Becton, Dickinson and (BDX) 0.0 $202k NEW 832.00 242.79
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $202k NEW 1.4k 146.80
Ishares Tr Core High Dv Etf (HDV) 0.0 $202k -43% 2.1k 94.97
Kimberly-Clark Corporation (KMB) 0.0 $201k NEW 1.4k 139.39
Intevac (IVAC) 0.0 $107k 15k 7.13

Past Filings by Insight Wealth Strategies

SEC 13F filings are viewable for Insight Wealth Strategies going back to 2018