Insight Wealth Strategies

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

Companies in the Insight Wealth Strategies portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Chevron Corporation (CVX) 6.56 215551 124.44
SPDR S&P; Emerging Markets (GMM) 6.23 711801 +12% 35.79
iShares Lehman MBS Bond Fund (MBB) 5.80 220381 +12% 107.60
Pza etf 5.49 858939 +15% 26.13
Goldman Sachs Etf Tr treasuryaccess 5.29 215874 +4% 100.36
iShares S&P; 500 Growth Index (IVW) 4.76 108687 +18% 179.24
Consumer Discretionary SPDR (XLY) 4.45 152635 NEW 119.20
J P Morgan Exchange Traded F ultra shrt 3.58 291052 +6% 50.39
iShares Russell Midcap Growth Idx. (IWP) 3.57 102446 NEW 142.59
SPDR Barclays Capital Convertible SecETF (CWB) 3.46 267774 +600% 52.87
iShares Dow Jones Select Dividend (DVY) 3.37 138486 +14% 99.56
Ishares U S Etf Tr Short Matur sht mat bd etf 3.17 258084 -3% 50.33
Sch Us Mid-cap Etf etf 3.03 217113 +121% 57.09
Microsoft Corporation (MSFT) 2.03 61976 +21% 133.96
iShares S&P; SmallCap 600 Index (IJR) 1.94 101231 -48% 78.28
Apple (AAPL) 1.73 35790 +21% 197.90
First Trust DB Strateg Val Idx Fnd (FDV) 1.51 109585 NEW 56.46
Amazon (AMZN) 1.29 2787 +22% 1893.79
Invesco Exchange Traded Fd T russel 200 gwt 1.08 78981 -8% 56.15
Ishares Tr usa min vo 0.90 59795 +29% 61.73
Visa (V) 0.87 20442 +23% 173.56
Adobe Systems Incorporated (ADBE) 0.84 11669 +24% 294.63
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.84 93297 +6% 36.85
UnitedHealth (UNH) 0.76 12693 +31% 243.99
Abbott Laboratories (ABT) 0.65 31690 +17% 84.10
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.60 19801 -17% 124.39
Facebook Inc cl a 0.58 12244 +768% 192.99
R1 Rcm 0.57 185928 +4% 12.58
RealPage (RP) 0.56 38679 +3% 58.84
salesforce (CRM) 0.51 13800 +25% 151.74
Ishares Tr fltg rate nt 0.51 41147 -6% 50.94
Anthem 0.50 7311 +104% 282.18
Boeing Company (BA) 0.49 5506 +143% 363.97
Lam Research Corporation (LRCX) 0.47 10263 NEW 187.86
Autodesk (ADSK) 0.46 11670 +22% 162.90
Hubspot 0.45 10902 NEW 170.52
Automatic Data Processing (ADP) 0.44 10965 +18% 165.34
Burlington Stores 0.44 10628 +185% 170.12
Paypal Holdings 0.44 15781 +31% 114.44
Legg Mason Etf Invt Tr fund 0.44 56792 -43% 31.69
O'reilly Automotive Inc 0.43 4743 +26% 369.39
Zoetis Inc Cl A 0.43 15541 +31% 113.51
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.42 55827 +13% 30.72
iShares iBoxx $ High Yid Corp Bond (HYG) 0.41 19061 -11% 87.19
ISHARES TR MSCI Small Cap msci small cap 0.40 28224 -17% 57.40
WellCare Health Plans (WCG) 0.39 5607 +5% 285.00
MasterCard Incorporated (MA) 0.38 5810 +22% 264.54
Total System Services (TSS) 0.38 12197 +33% 128.31
iShares Russell 3000 Growth Index (IWZ) 0.38 25010 62.69
Ishares High Dividend Equity F 0.37 15895 +35% 94.50
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.36 13464 -7% 110.00
Ross Stores (ROST) 0.35 14418 +31% 99.11
S&p Global 0.34 6058 +36% 227.80
Fidelity msci rl est etf 0.32 49757 NEW 26.19
iShares Barclays TIPS Bond Fund (TIP) 0.29 10122 -27% 115.49
Alphabet Inc Class A cs 0.29 1098 +3% 1082.88
Autohome Inc- 0.28 13357 +26% 85.65
Broadcom Ltd 0.28 4016 +442% 287.85
Cisco Systems (CSCO) 0.27 19860 54.73
Netflix (NFLX) 0.27 3057 +26% 367.35
Johnson & Johnson (JNJ) 0.26 7497 139.26
Spdr Ser Tr 1 3 hgh yield 0.26 11662 -91% 91.58
Verizon Communications (VZ) 0.25 17910 +7% 57.12
Ishares Core Msci Eafe Etf core msci eafe 0.25 16977 +52% 61.38
NIKE (NKE) 0.24 11599 +33% 83.97
Starbucks Corporation (SBUX) 0.24 11681 +22% 83.81
Servicenow 0.24 3524 +29% 274.69
Union Pacific Corporation (UNP) 0.23 5455 -54% 169.02
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.23 6940 -43% 132.85
McDonald's Corporation (MCD) 0.22 4323 -44% 207.73
Walt Disney Company (DIS) 0.22 6439 +20% 139.62
iShares Lehman Aggregate Bond (AGG) 0.22 8055 NEW 111.36
American Tower Reit 0.22 4334 +24% 204.43
Invesco Exchange Traded Fd T gbl listed pvt 0.22 75875 -89% 11.94
Fidelity msci utils index 0.21 21673 NEW 39.27
Market Vectors Etf High Yield Muni Index etf 0.21 13581 +29% 63.77
CME (CME) 0.19 4080 194.12
Nextera Energy Inc C om 0.19 3763 204.89
Ishares Trust Msci China msci china idx 0.19 13038 NEW 59.44
Coca-Cola Company (KO) 0.18 14515 +12% 50.91
SPDR S&P; 500 ETF (SPY) 0.18 2493 -21% 293.22
Home Depot (HD) 0.17 3421 -65% 208.13
Merck & Co (MRK) 0.17 8306 83.79
Royal Dutch Shell (RDS.A) 0.17 10840 65.04
Advanced Micro Devices (AMD) 0.16 21536 NEW 30.37
Align Technology (ALGN) 0.16 2401 NEW 273.64
Ishares Inc core msci emkt 0.16 12603 -65% 51.42
Workday Inc cl a 0.16 3142 NEW 205.60
Darden Restaurants (DRI) 0.15 5045 121.70
Emerson Electric (EMR) 0.15 9079 66.75
Target Corporation (TGT) 0.15 7145 86.63
Ishares Tr core div grwth 0.14 15159 -55% 38.20
Comcast Corporation (CMCSA) 0.13 12648 42.30
American Express Company (AXP) 0.13 4447 123.45
IAC/InterActive (IACI) 0.13 2355 NEW 217.41
NVIDIA Corporation (NVDA) 0.13 3263 +30% 164.27
Deere & Company (DE) 0.13 3294 +32% 165.76
iShares Russell 1000 Value Index (IWD) 0.13 4221 +4% 127.22
TJX Companies (TJX) 0.13 9828 +136% 52.91
Eversource Energy 0.13 6766 +9% 75.82
Ollies Bargain Outlt Hldgs I 0.13 6270 +6% 87.08
Planet Fitness Inc-cl A 0.13 7467 NEW 72.45
Wisdomtree Tr brclys us aggr 0.13 10522 -9% 51.23
Worldpay Ord 0.13 4311 +2% 122.48
Wal-Mart Stores (WMT) 0.12 4464 110.44
Waste Management (WM) 0.12 4142 115.40
* Firstcash Inc Com stock 0.12 4814 +3% 99.92
Arthur J. Gallagher & Co. (AJG) 0.11 5070 NEW 87.57
FirstEnergy (FE) 0.11 10660 42.78
Honeywell International (HON) 0.11 2528 174.45
QUALCOMM (QCOM) 0.11 5679 NEW 76.07
Public Service Enterprise (PEG) 0.11 7804 58.82
First Tr Exchange Traded Fd Iii Managed Mun Etf 0.11 8472 NEW 54.77
Invesco Qqq Trust Series 1 0.11 2356 +7% 186.76
iShares MSCI EAFE Index Fund (EFA) 0.10 5921 +23% 65.70
CF Industries Holdings (CF) 0.10 9112 +2% 46.75
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.10 3558 112.98
EXACT Sciences Corporation (EXAS) 0.10 3543 NEW 117.98
First Republic Bank/san F 0.10 4185 NEW 97.73
Five Below 0.10 3399 +4% 120.04
Vanguard S&p 500 Etf idx fd 0.10 1491 NEW 268.95
Alphabet Inc Class C cs 0.10 374 -47% 1080.21
Talend S A ads 0.10 10931 NEW 38.61
Berkshire Hathaway (BRK.B) 0.09 1794 212.93
Exelon Corporation (EXC) 0.09 7673 47.96
CoStar (CSGP) 0.09 633 NEW 554.50
WisdomTree Europe SmallCap Div Fd (DFE) 0.09 6039 58.29
Ishares Tr eafe min volat 0.09 5261 -96% 72.61
Invesco Senior Loan Etf otr 0.09 15575 22.66
Linde Plc 0.09 1871 200.96
JPMorgan Chase & Co. (JPM) 0.08 3080 111.69
CSX Corporation (CSX) 0.08 4416 77.45
iShares S&P; 1500 Index Fund (ISI) 0.08 5096 NEW 66.72
iShares 10+ Year Credit Bond Fund ETF (CLY) 0.08 5171 NEW 63.82
Ishares Tr Msci Usa Momentum Factor 0.08 2663 NEW 118.66
iShares S&P; 500 Index (IVV) 0.07 939 NEW 294.99
Unilever (UL) 0.07 4610 +17% 62.04
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 0.07 5334 NEW 56.99
iShares S&P; Cal AMTFr Mncpl Bnd Fd (CMF) 0.07 4542 NEW 60.55
Spdr Ser Tr cmn 0.07 9500 -88% 30.74
Cincinnati Financial Corporation (CINF) 0.06 2350 NEW 103.83
Lockheed Martin Corporation (LMT) 0.06 689 NEW 362.84
Procter & Gamble Company (PG) 0.06 2068 NEW 109.77
Lowe's Companies (LOW) 0.06 2622 101.07
iShares Barclays Agency Bond Fund (AGZ) 0.06 2194 NEW 115.31
Ishares Inc ctr wld minvl 0.06 2486 +9% 92.12
Vericel 0.06 13491 +5% 18.90
Mkt Vectors Short H/y Mun Inde ef 0.06 9249 NEW 25.08
Invesco Exchange Traded Fd T s&p500 pur gwt 0.06 2157 119.61
Intel Corporation (INTC) 0.05 4498 NEW 47.80
iShares Russell 1000 Growth Index (IWF) 0.05 1306 -35% 156.97
Vanguard Mid-Cap Value ETF (VOE) 0.05 2010 -92% 111.44
Wisdomtree Tr intl hedge eqt 0.05 3123 NEW 66.28
Rdiv etf 0.05 5607 NEW 37.63
Invesco Municipal Income Opp Trust (OIA) 0.04 23359 7.66
BlackRock MuniYield Investment Fund (MYF) 0.04 11422 14.71
Pgx etf 0.04 10166 NEW 14.66
Intevac (IVAC) 0.03 25000 NEW 4.84

Past 13F-HR SEC Filings by Insight Wealth Strategies

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