Insight Wealth Strategies
Latest statistics and disclosures from Insight Wealth Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PFF, CVX, LQD, MTUM, USMV, and represent 20.25% of Insight Wealth Strategies's stock portfolio.
- Added to shares of these 10 stocks: VCLT (+$13M), LVHI (+$13M), XLV (+$8.3M), XLI (+$6.3M), EWJ (+$6.2M), SYY (+$6.1M), LQD (+$5.1M), LW, SHW, MSI.
- Started 32 new stock positions in LW, BAC, FOUR, PCAR, CAT, FERG, SPYG, CDW, SMH, SHW.
- Reduced shares in these 10 stocks: EFAV (-$21M), BIL (-$19M), KIE (-$8.5M), XLC (-$6.5M), BKLN, EQIX, , IEF, MTUM, FLTR.
- Sold out of its positions in ALB, ARCH, BLMN, CVS, CTRA, KO, CMCSA, CIG, EQIX, GPC.
- Insight Wealth Strategies was a net buyer of stock by $27M.
- Insight Wealth Strategies has $681M in assets under management (AUM), dropping by 10.01%.
- Central Index Key (CIK): 0001749914
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Portfolio Holdings for Insight Wealth Strategies
Insight Wealth Strategies holds 159 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Pfd And Incm Sec (PFF) | 4.5 | $31M | 960k | 32.23 |
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| Chevron Corporation (CVX) | 4.3 | $29M | 187k | 157.74 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 4.1 | $28M | +22% | 256k | 108.92 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 3.7 | $25M | -9% | 134k | 187.35 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 3.6 | $25M | 296k | 83.58 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 3.6 | $24M | 710k | 34.29 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.5 | $24M | +11% | 147k | 164.35 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 3.5 | $24M | 291k | 81.53 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 2.9 | $20M | -11% | 782k | 25.51 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.9 | $20M | +4% | 207k | 94.62 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.5 | $17M | -12% | 180k | 94.66 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 2.4 | $16M | +396% | 208k | 78.23 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 2.2 | $15M | +2% | 195k | 77.73 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 2.0 | $13M | +38% | 263k | 50.74 |
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| Ishares Tr Tips Bd Etf (TIP) | 1.9 | $13M | 122k | 107.41 |
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| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 1.9 | $13M | NEW | 425k | 29.78 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $11M | 100k | 110.52 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.6 | $11M | 116k | 93.71 |
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| Apple (AAPL) | 1.5 | $10M | +43% | 60k | 171.48 |
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| Spdr Ser Tr S&p Ins Etf (KIE) | 1.3 | $8.8M | -49% | 168k | 52.07 |
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| Spdr Ser Tr S&p Oilgas Exp (XOP) | 1.3 | $8.6M | +16% | 56k | 154.93 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.2 | $8.3M | NEW | 56k | 147.73 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.2 | $8.1M | +30% | 99k | 81.78 |
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| Lam Research Corporation (LRCX) | 1.1 | $7.7M | -10% | 7.9k | 971.62 |
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| Select Sector Spdr Tr Communication (XLC) | 1.0 | $6.7M | -49% | 82k | 81.66 |
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| Select Sector Spdr Tr Indl (XLI) | 0.9 | $6.3M | NEW | 50k | 125.96 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.9 | $6.2M | NEW | 87k | 71.35 |
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| SYSCO Corporation (SYY) | 0.9 | $6.1M | NEW | 75k | 81.18 |
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| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.8 | $5.6M | 98k | 56.94 |
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| Cambria Etf Tr Cambria Fgn Shr (FYLD) | 0.8 | $5.3M | 197k | 27.01 |
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| Microsoft Corporation (MSFT) | 0.7 | $4.9M | -12% | 12k | 420.72 |
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| Amazon (AMZN) | 0.7 | $4.9M | -5% | 27k | 180.38 |
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| American Express Company (AXP) | 0.6 | $4.3M | +72% | 19k | 227.68 |
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| Lamb Weston Hldgs (LW) | 0.6 | $4.0M | NEW | 38k | 106.53 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.6 | $4.0M | +4% | 77k | 52.26 |
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| Home Depot (HD) | 0.6 | $4.0M | +72% | 10k | 383.61 |
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| Sherwin-Williams Company (SHW) | 0.6 | $4.0M | NEW | 11k | 347.33 |
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| Motorola Solutions Com New (MSI) | 0.6 | $3.9M | NEW | 11k | 354.98 |
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| Cdw (CDW) | 0.6 | $3.9M | NEW | 15k | 255.78 |
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| Broadcom (AVGO) | 0.6 | $3.9M | 3.0k | 1325.51 |
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| NVIDIA Corporation (NVDA) | 0.6 | $3.8M | -22% | 4.2k | 903.55 |
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| Moody's Corporation (MCO) | 0.6 | $3.8M | NEW | 9.6k | 393.03 |
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| W.W. Grainger (GWW) | 0.5 | $3.7M | NEW | 3.6k | 1017.30 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.6M | +9% | 24k | 150.93 |
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| Kla Corp Com New (KLAC) | 0.5 | $3.5M | NEW | 4.9k | 698.57 |
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| Ishares Tr National Mun Etf (MUB) | 0.5 | $3.4M | +5% | 32k | 107.60 |
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| Ishares Tr Mbs Etf (MBB) | 0.5 | $3.4M | +5% | 37k | 92.42 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.5 | $3.4M | 38k | 89.67 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.5 | $3.4M | +5% | 67k | 51.06 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.5 | $3.3M | NEW | 35k | 95.20 |
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| Ishares Tr High Yld Bd Fctr (HYDB) | 0.5 | $3.2M | NEW | 69k | 46.72 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $3.1M | +5% | 62k | 50.60 |
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| UnitedHealth (UNH) | 0.4 | $3.1M | +13% | 6.2k | 494.69 |
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| Target Corporation (TGT) | 0.4 | $3.0M | -5% | 17k | 177.21 |
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| Fiserv (FI) | 0.4 | $2.9M | -7% | 18k | 159.82 |
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| TJX Companies (TJX) | 0.4 | $2.7M | +392% | 27k | 101.42 |
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| Brown & Brown (BRO) | 0.4 | $2.4M | 28k | 87.54 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $2.4M | -14% | 12k | 200.30 |
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| Allegheny Technologies Incorporated (ATI) | 0.4 | $2.4M | 47k | 51.17 |
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| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.3 | $2.3M | -4% | 94k | 24.97 |
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| Arch Cap Group Ord (ACGL) | 0.3 | $2.3M | -5% | 25k | 92.44 |
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| Waste Management (WM) | 0.3 | $2.3M | -11% | 11k | 213.16 |
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| Mueller Industries (MLI) | 0.3 | $2.3M | -16% | 43k | 53.93 |
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| Hca Holdings (HCA) | 0.3 | $2.3M | -12% | 6.9k | 333.55 |
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| NetApp (NTAP) | 0.3 | $2.3M | -11% | 22k | 104.97 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.2M | +12% | 4.3k | 523.12 |
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| Unum (UNM) | 0.3 | $2.2M | NEW | 42k | 53.66 |
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| Fidelity National Information Services (FIS) | 0.3 | $2.2M | +4% | 30k | 74.18 |
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| Jabil Circuit (JBL) | 0.3 | $2.2M | NEW | 17k | 133.95 |
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| Arthur J. Gallagher & Co. (AJG) | 0.3 | $2.2M | -10% | 8.8k | 250.05 |
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| Hewlett Packard Enterprise (HPE) | 0.3 | $2.2M | +2% | 124k | 17.73 |
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| Diodes Incorporated (DIOD) | 0.3 | $2.2M | +32% | 31k | 70.50 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $2.2M | -5% | 95k | 23.01 |
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| Deere & Company (DE) | 0.3 | $2.2M | +3% | 5.3k | 410.75 |
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| SM Energy (SM) | 0.3 | $2.2M | -2% | 44k | 49.85 |
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| DV (DV) | 0.3 | $2.2M | 62k | 35.16 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.2M | +44% | 4.9k | 443.97 |
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| McKesson Corporation (MCK) | 0.3 | $2.2M | +3% | 4.0k | 536.85 |
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| Paccar (PCAR) | 0.3 | $2.1M | NEW | 17k | 123.89 |
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| Caterpillar (CAT) | 0.3 | $2.1M | NEW | 5.8k | 366.43 |
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| Ferguson SHS (FERG) | 0.3 | $2.1M | NEW | 9.6k | 218.43 |
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| Union Pacific Corporation (UNP) | 0.3 | $2.1M | 8.6k | 245.92 |
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| Intercontinental Exchange (ICE) | 0.3 | $2.1M | -2% | 15k | 137.43 |
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| AmerisourceBergen (COR) | 0.3 | $2.1M | -16% | 8.6k | 242.99 |
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| Centene Corporation (CNC) | 0.3 | $2.1M | +2% | 27k | 78.48 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $2.1M | -10% | 19k | 111.71 |
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| Old Republic International Corporation (ORI) | 0.3 | $2.1M | 67k | 30.72 |
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| ON Semiconductor (ON) | 0.3 | $2.1M | +5% | 28k | 73.55 |
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| Chord Energy Corporation Com New (CHRD) | 0.3 | $2.0M | +2% | 12k | 178.24 |
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| Westrock (WRK) | 0.3 | $2.0M | -3% | 41k | 49.45 |
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| Cardinal Health (CAH) | 0.3 | $2.0M | -9% | 18k | 111.90 |
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| Molina Healthcare (MOH) | 0.3 | $2.0M | NEW | 4.9k | 410.83 |
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| American Tower Reit (AMT) | 0.3 | $2.0M | +8% | 9.9k | 197.58 |
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| Hershey Company (HSY) | 0.3 | $2.0M | NEW | 10k | 194.50 |
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| Performance Food (PFGC) | 0.3 | $1.9M | -5% | 26k | 74.64 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.9M | NEW | 5.5k | 346.63 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $1.9M | 11k | 174.20 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.7M | +8% | 15k | 116.24 |
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| Linde SHS (LIN) | 0.3 | $1.7M | -12% | 3.7k | 464.32 |
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| Payoneer Global (PAYO) | 0.3 | $1.7M | +176% | 357k | 4.86 |
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| Tripadvisor (TRIP) | 0.3 | $1.7M | -17% | 62k | 27.79 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.3 | $1.7M | +3% | 33k | 51.36 |
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| Zeta Global Holdings Corp Cl A (ZETA) | 0.3 | $1.7M | +49% | 157k | 10.93 |
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| Oracle Corporation (ORCL) | 0.3 | $1.7M | +5% | 14k | 125.61 |
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| Honeywell International (HON) | 0.2 | $1.7M | 8.3k | 205.24 |
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| Dollar General (DG) | 0.2 | $1.7M | +24% | 11k | 156.06 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.7M | -34% | 9.2k | 180.49 |
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| Ingredion Incorporated (INGR) | 0.2 | $1.6M | +230% | 14k | 116.85 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.5M | +186% | 25k | 60.17 |
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| Anthem (ELV) | 0.2 | $1.5M | 2.9k | 518.61 |
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| Hartford Financial Services (HIG) | 0.2 | $1.5M | -14% | 15k | 103.05 |
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| IDEXX Laboratories (IDXX) | 0.2 | $1.5M | 2.8k | 540.01 |
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| Fortinet (FTNT) | 0.2 | $1.5M | 22k | 68.31 |
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| TransDigm Group Incorporated (TDG) | 0.2 | $1.3M | -26% | 1.1k | 1231.92 |
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| Wisdomtree Tr Us Efficient Cor (NTSX) | 0.2 | $1.2M | -2% | 29k | 42.23 |
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| Fluor Corporation (FLR) | 0.2 | $1.2M | +5% | 28k | 42.28 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.1M | +96% | 2.4k | 480.65 |
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| Northern Oil And Gas Inc Mn (NOG) | 0.2 | $1.1M | +4% | 27k | 39.68 |
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| Pioneer Natural Resources (PXD) | 0.1 | $1.0M | +4% | 3.8k | 262.50 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $869k | +80% | 2.6k | 337.09 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $837k | 12k | 73.04 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $774k | +4% | 1.5k | 525.71 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $754k | NEW | 5.0k | 152.26 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $721k | 12k | 58.06 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $690k | 5.9k | 117.22 |
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| Shift4 Pmts Cl A (FOUR) | 0.1 | $660k | NEW | 10k | 66.07 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $655k | +7% | 15k | 45.31 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $634k | NEW | 1.00 | 634440.00 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $550k | 3.0k | 182.62 |
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| Valaris Cl A (VAL) | 0.1 | $536k | +3% | 7.1k | 75.26 |
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| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.1 | $514k | 11k | 48.18 |
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| Visa Com Cl A (V) | 0.1 | $495k | -3% | 1.8k | 279.06 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $488k | -97% | 6.9k | 70.88 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $486k | -2% | 6.1k | 79.86 |
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| Tesla Motors (TSLA) | 0.1 | $475k | 2.7k | 175.79 |
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| Meta Platforms Cl A (META) | 0.1 | $460k | -3% | 948.00 | 485.53 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $452k | 18k | 25.69 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $452k | 5.3k | 84.44 |
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| Strategy Ns 7handl Idx (HNDL) | 0.1 | $427k | 20k | 21.21 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $413k | 3.4k | 123.17 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $391k | 1.1k | 344.20 |
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| Wec Energy Group (WEC) | 0.1 | $347k | 4.2k | 82.12 |
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| Netflix (NFLX) | 0.0 | $335k | 552.00 | 607.33 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $316k | NEW | 1.5k | 210.36 |
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| Bio Rad Labs Cl A (BIO) | 0.0 | $313k | NEW | 906.00 | 345.87 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $293k | -43% | 7.4k | 39.66 |
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| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.0 | $289k | 5.0k | 57.41 |
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| Bank of America Corporation (BAC) | 0.0 | $286k | NEW | 7.5k | 37.92 |
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| Targa Res Corp (TRGP) | 0.0 | $274k | 2.4k | 111.99 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $261k | NEW | 3.6k | 73.16 |
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| Lowe's Companies (LOW) | 0.0 | $250k | -11% | 983.00 | 254.60 |
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| Invesco Municipal Income Opp Trust (OIA) | 0.0 | $248k | 38k | 6.53 |
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| Blackrock Muniyield Quality Fund (MQY) | 0.0 | $247k | 20k | 12.25 |
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| Leidos Holdings (LDOS) | 0.0 | $228k | NEW | 1.7k | 131.07 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $220k | 847.00 | 259.98 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $209k | NEW | 928.00 | 224.97 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $206k | NEW | 2.2k | 92.73 |
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| Cisco Systems (CSCO) | 0.0 | $201k | 4.0k | 49.91 |
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| Tellurian (TELL) | 0.0 | $6.6k | 10k | 0.66 |
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Past Filings by Insight Wealth Strategies
SEC 13F filings are viewable for Insight Wealth Strategies going back to 2018
- Insight Wealth Strategies 2024 Q1 filed April 5, 2024
- Insight Wealth Strategies 2023 Q4 filed Jan. 12, 2024
- Insight Wealth Strategies 2023 Q3 filed Oct. 13, 2023
- Insight Wealth Strategies 2023 Q2 filed July 14, 2023
- Insight Wealth Strategies 2023 Q1 filed April 6, 2023
- Insight Wealth Strategies 2022 Q4 filed Jan. 6, 2023
- Insight Wealth Strategies 2022 Q3 filed Oct. 3, 2022
- Insight Wealth Strategies 2022 Q2 filed July 1, 2022
- Insight Wealth Strategies 2022 Q1 filed April 12, 2022
- Insight Wealth Strategies 2021 Q4 filed Jan. 31, 2022
- Insight Wealth Strategies 2021 Q3 filed Oct. 28, 2021
- Insight Wealth Strategies 2021 Q2 filed Aug. 12, 2021
- Insight Wealth Strategies 2021 Q1 filed May 12, 2021
- Insight Wealth Strategies 2020 Q4 filed Feb. 5, 2021
- Insight Wealth Strategies 2020 Q3 filed Oct. 29, 2020
- Insight Wealth Strategies 2020 Q2 filed July 31, 2020