Insight Wealth Strategies

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

  • Top 5 stock holdings are IEF, LQD, MBB, TIP, FLOT, and represent 36.06% of Insight Wealth Strategies's stock portfolio.
  • Added to shares of these 10 stocks: IEF (+$27.07M), TIP (+$24.56M), FLOT (+$22.90M), LQD (+$22.20M), PFF (+$18.99M), IUSG (+$9.76M), VIGI (+$9.69M), QUAL (+$8.99M), EFAV (+$8.87M), USMV (+$8.82M).
  • Started 10 new stock positions in IEV, NTSX, DUK, AEP, AGZ, SPAB, CNC, PLD, CVS, BABA.
  • Reduced shares in these 10 stocks: PZA (-$23.66M), IVW (-$20.17M), VCIT (-$17.58M), XLY (-$16.24M), IWP (-$13.49M), IAGG (-$10.99M), DVY (-$10.38M), SCHM (-$9.55M), , MSFT (-$7.06M).
  • Sold out of its positions in ABT, ALGN, GOOG, AYX, ARCC, AVLR, BAC, CF, CNP, C.
  • Insight Wealth Strategies was a net seller of stock by $27.50M.
  • Insight Wealth Strategies has $375.77M in assets under management (AUM), dropping by -20.44%.

Portfolio Holdings for Insight Wealth Strategies

Companies in the Insight Wealth Strategies portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Lehman 7-10 Yr Treas. Bond (IEF) 7.92 245.06k +1001% 121.48
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 7.40 225.27k +395% 123.51
iShares Lehman MBS Bond Fund (MBB) 7.18 244.28k 110.44
iShares Barclays TIPS Bond Fund (TIP) 6.95 221.44k +1581% 117.92
Ishares Tr fltg rate nt (FLOT) 6.61 509.40k +1190% 48.74
iShares S&P US Pref Stock Idx Fnd (PFF) 6.20 732.16k +439% 31.84
Chevron Corporation (CVX) 5.44 282.27k 72.46
Ishares Tr usa min vo (USMV) 3.32 231.16k +240% 54.01
iShares Russell 3000 Growth Index (IUSG) 3.00 197.65k +640% 57.09
SPDR Barclays Capital Convertible SecETF (CWB) 2.89 227.11k -35% 47.86
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) 2.82 181.93k +1048% 58.32
Ishares Tr Msci Usa Momentum Factor (MTUM) 2.80 98.71k +504% 106.48
Ishares Tr eafe min volat (EFAV) 2.73 165.27k +639% 62.05
Ishares Msci Usa Quality Facto invalid (QUAL) 2.71 125.69k +755% 81.04
Ishares Tr intl dev ql fc (IQLT) 2.57 373.59k +939% 25.85
Goldman Sachs Etf Tr activebeta int (GSIE) 2.52 411.20k +930% 23.06
iShares iBoxx $ High Yid Corp Bond (HYG) 2.04 99.42k +95% 77.07
Ishares Inc core msci emkt (IEMG) 1.54 142.60k +469% 40.47
iShares S&P SmallCap 600 Index (IJR) 1.24 82.94k -21% 56.11
Microsoft Corporation (MSFT) 1.19 28.47k -61% 157.72
Apple (AAPL) 1.18 17.46k -56% 254.27
Amazon (AMZN) 0.75 1.44k -56% 1949.41
iShares S&P Natl AMTFr Mncpl Bd Fd (MUB) 0.74 24.75k +561% 112.99
iShares 10+ Year Credit Bond Fund ETF (IGLB) 0.71 42.16k +9% 63.62
iShares Barclays Agency Bond Fund (AGZ) 0.51 15.88k NEW 120.57
Adobe Systems Incorporated (ADBE) 0.41 4.88k -63% 318.23
Ishares Tr core div grwth (DGRO) 0.41 46.97k -5% 32.60
Market Vectors Etf High Yield Muni Index etf (HYD) 0.40 28.57k +183% 52.26
Visa (V) 0.38 8.93k -59% 161.11
iShares S&P 500 Growth Index (IVW) 0.37 8.37k -93% 165.05
UnitedHealth (UNH) 0.32 4.79k -63% 249.32
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.32 27.00k -36% 44.85
Fidelity msci utils index (FUTY) 0.31 32.74k -24% 35.92
Lam Research Corporation (LRCX) 0.30 4.71k -58% 239.97
Facebook Inc cl a (FB) 0.28 6.27k -57% 166.77
Lockheed Martin Corporation (LMT) 0.25 2.75k -39% 339.02
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.25 41.17k -7% 22.61
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.25 18.81k -32% 49.88
Alphabet Inc Class A cs (GOOGL) 0.25 806 -41% 1162.53
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) 0.24 16.35k +61% 54.07
Verizon Communications (VZ) 0.23 16.41k -32% 53.70
salesforce (CRM) 0.22 5.63k -63% 144.05
NVIDIA Corporation (NVDA) 0.21 3.03k -64% 263.70
iShares Dow Jones Select Dividend (DVY) 0.21 10.52k -93% 73.57
iShares S&P 1500 Index Fund (ITOT) 0.21 13.85k +20% 57.18
iShares S&P MidCap 400 Index (IJH) 0.20 5.22k 143.92
iShares S&P Europe 350 Index (IEV) 0.20 21.40k NEW 35.33
Zoetis Inc Cl A (ZTS) 0.20 6.33k -64% 117.62
Anthem (ANTM) 0.20 3.34k -62% 226.88
Paypal Holdings (PYPL) 0.20 7.81k -57% 95.76
Netflix (NFLX) 0.19 1.85k -48% 375.40
Coca-Cola Company (KO) 0.18 15.27k -22% 44.28
SPDR S&P 500 ETF (SPY) 0.18 2.69k -25% 257.88
iShares S&P 500 Value Index (IVE) 0.18 7.03k +4% 96.30
R1 Rcm (RCM) 0.18 75.78k -62% 9.09
Global Payments (GPN) 0.17 4.36k -63% 144.17
Merck & Co (MRK) 0.17 8.12k -29% 76.94
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.17 13.47k -24% 48.46
Burlington Stores (BURL) 0.17 3.97k -66% 158.40
S&p Global (SPGI) 0.17 2.62k -64% 245.03
Pza etf (PZA) 0.17 25.32k -97% 25.79
Home Depot (HD) 0.16 3.15k -11% 186.67
Autodesk (ADSK) 0.16 3.83k -63% 156.08
Ross Stores (ROST) 0.15 6.43k -63% 87.04
Hubspot (HUBS) 0.15 4.29k -67% 133.22
Equinix (EQIX) 0.15 893 -63% 624.86
Wisdomtree Tr brclys us aggr (AGGY) 0.15 10.98k -6% 51.63
MasterCard Incorporated (MA) 0.14 2.17k -66% 241.35
Johnson & Johnson (JNJ) 0.14 4.11k -43% 131.24
Intel Corporation (INTC) 0.14 9.75k +4% 54.17
Nextera Energy Inc C om (NEE) 0.14 2.22k -46% 240.65
CoStar (CSGP) 0.14 908 -58% 587.00
Centene Corporation (CNC) 0.14 8.54k NEW 59.46
O'reilly Automotive Inc (ORLY) 0.14 1.80k -66% 300.83
Crown Castle Intl (CCI) 0.14 3.53k +5% 144.39
Berkshire Hathaway (BRK.B) 0.13 2.59k +45% 182.91
Wal-Mart Stores (WMT) 0.13 4.18k -14% 113.69
Wisdomtree Tr 90/60 balnced fd (NTSX) 0.13 18.52k NEW 25.75
Procter & Gamble Company (PG) 0.12 4.11k +8% 110.11
TJX Companies (TJX) 0.12 9.79k 47.81
Xcel Energy (XEL) 0.12 7.53k +6% 60.30
Advanced Micro Devices (AMD) 0.12 10.08k -59% 45.53
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.12 4.98k -97% 87.18
Prologis Inc. (PLD) 0.12 5.51k NEW 80.33
Servicenow (NOW) 0.12 1.64k -60% 286.32
Broadcom Ltd (AVGO) 0.12 1.94k -59% 236.96
Comcast Corporation (CMCSA) 0.11 12.18k -40% 34.41
JPMorgan Chase & Co. (JPM) 0.11 4.79k -37% 90.02
Walt Disney Company (DIS) 0.11 4.17k -38% 96.64
Dominion Resources (D) 0.11 5.55k +16% 72.25
Avangrid (AGR) 0.11 9.28k +9% 43.75
Pgx etf (PGX) 0.11 31.92k +10% 13.16
Fidelity National Information Services (FIS) 0.10 3.19k -65% 121.79
AT&T (T) 0.10 12.43k +16% 29.13
Mid-America Apartment (MAA) 0.10 3.69k +9% 103.12
Target Corporation (TGT) 0.10 3.97k -47% 93.04
iShares MSCI EAFE Index Fund (EFA) 0.10 7.01k -3% 53.49
Unilever (UL) 0.10 7.50k +7% 50.54
iShares Lehman Aggregate Bond (AGG) 0.10 3.33k -67% 115.25
SPDR S&P Emerging Markets (SPEM) 0.10 12.65k -93% 28.46
Fidelity msci rl est etf (FREL) 0.10 17.41k -74% 20.79
Ishares Tr conv bd etf (ICVT) 0.10 7.18k -27% 54.34
J P Morgan Exchange Traded F ultra shrt (JPST) 0.10 7.30k -12% 49.73
Pfizer (PFE) 0.09 9.87k +6% 32.61
Paychex (PAYX) 0.09 5.63k +11% 62.86
Cincinnati Financial Corporation (CINF) 0.09 4.66k +4% 75.55
iShares Russell Midcap Growth Idx. (IWP) 0.09 2.74k -97% 121.72
SPDR Barclays Capital Aggregate Bo (SPAB) 0.09 10.59k NEW 30.23
Ishares Tr edge us fixd inm (FIBR) 0.09 3.33k -26% 97.69
iShares Russell 1000 Value Index (IWD) 0.08 3.05k -28% 99.28
iShares S&P 500 Index (IVV) 0.08 1.10k -25% 258.42
National Retail Properties (NNN) 0.08 9.36k +3% 32.17
iShares Russell 1000 Growth Index (IWF) 0.08 1.91k -4% 150.47
Consumer Discretionary SPDR (XLY) 0.08 2.94k -98% 98.23
First Trust Value Line Dividend Indx Fnd (FVD) 0.08 10.26k -26% 27.69
Vanguard S&p 500 Etf idx fd (VOO) 0.08 1.22k -40% 236.93
Ishares Tr core intl aggr (IAGG) 0.08 5.45k -97% 54.71
Wisdomtree Tr intk mltifactr (DWMF) 0.08 14.62k +15% 20.93
McDonald's Corporation (MCD) 0.07 1.70k -37% 165.09
Automatic Data Processing (ADP) 0.07 1.97k -57% 136.78
Royal Dutch Shell (RDS.A) 0.07 7.12k +23% 34.96
American Electric Power Company (AEP) 0.07 3.29k NEW 79.84
Lowe's Companies (LOW) 0.07 2.95k +19% 86.04
Sch Us Mid-cap Etf etf (SCHM) 0.07 6.36k -97% 42.12
Ishares High Dividend Equity F (HDV) 0.07 3.89k -72% 71.43
Eversource Energy (ES) 0.07 3.35k +7% 78.12
Charter Communications Inc New Cl A cl a (CHTR) 0.07 615 -63% 435.77
Invesco Qqq Trust Series 1 (QQQ) 0.07 1.40k -34% 190.27
Invesco Exchange Traded Fd T russel 200 gwt (SPGP) 0.07 5.93k -81% 44.52
IAC/InterActive (IAC) 0.06 1.29k -63% 179.57
Martin Marietta Materials (MLM) 0.06 1.14k -61% 189.14
Sonoco Products Company (SON) 0.06 4.49k +11% 46.34
Union Pacific Corporation (UNP) 0.06 1.72k -68% 140.95
CVS Caremark Corporation (CVS) 0.06 3.50k NEW 59.41
Bce Inc. (BCE) 0.06 5.58k +12% 40.85
iShares S&P Cal AMTFr Mncpl Bnd Fd (CMF) 0.06 3.72k -36% 60.44
American Tower Reit (AMT) 0.06 1.02k -66% 217.99
Duke Energy (DUK) 0.06 2.57k NEW 80.81
Ishares Tr hdg msci eafe (HEFA) 0.06 9.57k 24.23
Alibaba Group Holding Ltd Spon (BABA) 0.06 1.18k NEW 194.56
Healthcare Tr Amer Inc cl a (HTA) 0.06 8.76k 24.31
Mkt Vectors Short H/y Mun Inde ef (SHYD) 0.06 9.47k 22.48
American Express Company (AXP) 0.05 2.37k -49% 85.73
Cisco Systems (CSCO) 0.05 5.21k -60% 39.34
Deere & Company (DE) 0.05 1.48k -64% 138.31
Invesco Municipal Income Opp Trust (OIA) 0.05 29.32k 6.89
New York Community Ban (NYCB) 0.04 15.89k -56% 9.37
BlackRock MuniYield Investment Fund (MYF) 0.04 11.83k 13.27
Intevac (IVAC) 0.03 25.00k 4.08
Vericel (VCEL) 0.02 10.01k -72% 9.19

Past Filings by Insight Wealth Strategies

View past SEC 13F filings by Insight Wealth Strategies

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