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

Insight Wealth Strategies holds 157 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chevron Corporation (CVX) 4.4 $31M +6% 199k 156.42
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Ishares Tr Pfd And Incm Sec (PFF) 4.4 $31M 973k 31.55
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Ishares Tr Iboxx Inv Cp Etf (LQD) 4.0 $28M +3% 265k 107.12
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Ishares Tr Msci Usa Mmentm (MTUM) 3.7 $26M 135k 194.87
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Ishares Tr Msci Usa Min Vol (USMV) 3.7 $26M +4% 308k 83.96
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Ishares Tr Msci Usa Qlt Fct (QUAL) 3.6 $26M +2% 150k 170.76
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.6 $25M +5% 308k 81.28
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 3.5 $25M +4% 740k 33.65
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Vaneck Etf Trust Ig Floating Rate (FLTR) 2.9 $20M 787k 25.51
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.8 $20M +3% 214k 91.78
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.5 $18M +3% 186k 93.65
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.4 $17M +27% 335k 50.88
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 2.3 $16M +2% 214k 75.86
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Ishares Tr Tips Bd Etf (TIP) 1.9 $13M 124k 106.78
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Legg Mason Etf Invt Franklin Intl Lw (LVHI) 1.8 $13M +2% 438k 29.64
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Apple (AAPL) 1.8 $12M -2% 59k 210.62
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Ishares Tr TRS FLT RT BD (TFLO) 1.6 $12M NEW 227k 50.66
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Ishares Tr Core S&p Scp Etf (IJR) 1.6 $11M +4% 105k 106.66
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.5 $11M +2% 119k 89.72
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Select Sector Spdr Tr Indl (XLI) 1.5 $11M +71% 86k 121.87
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Select Sector Spdr Tr Financial (XLF) 1.2 $8.6M NEW 210k 41.11
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Lam Research Corporation (LRCX) 1.2 $8.5M 8.0k 1064.91
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Ishares Tr 1 3 Yr Treas Bd (SHY) 1.2 $8.5M +4% 104k 81.65
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Spdr Ser Tr S&p Oilgas Exp (XOP) 1.2 $8.1M 56k 145.47
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Select Sector Spdr Tr Communication (XLC) 1.0 $6.8M -2% 80k 85.66
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Ishares Msci Jpn Etf New (EWJ) 0.9 $6.4M +7% 93k 68.24
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SYSCO Corporation (SYY) 0.8 $5.7M +6% 80k 71.39
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Amazon (AMZN) 0.7 $5.3M 27k 193.25
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Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.7 $5.2M +2% 100k 52.38
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Microsoft Corporation (MSFT) 0.7 $5.2M 12k 446.95
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Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.7 $5.2M 198k 26.42
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Broadcom (AVGO) 0.7 $4.7M 3.0k 1605.42
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American Express Company (AXP) 0.6 $4.5M +2% 19k 231.55
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Motorola Solutions Com New (MSI) 0.6 $4.4M +3% 12k 386.06
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.6 $4.4M NEW 20k 214.52
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Kla Corp Com New (KLAC) 0.6 $4.4M +7% 5.3k 824.48
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Moody's Corporation (MCO) 0.6 $4.3M +5% 10k 420.95
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Vaneck Etf Trust High Yld Munietf (HYD) 0.6 $4.2M +7% 82k 51.65
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McKesson Corporation (MCK) 0.6 $4.2M +79% 7.2k 584.03
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $4.2M -3% 23k 182.15
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NVIDIA Corporation (NVDA) 0.6 $4.1M +693% 33k 123.54
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Home Depot (HD) 0.6 $3.9M +9% 11k 344.25
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Amgen (AMGN) 0.6 $3.9M NEW 12k 312.45
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Cdw (CDW) 0.5 $3.8M +10% 17k 223.83
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MercadoLibre (MELI) 0.5 $3.8M NEW 2.3k 1643.40
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Ishares Tr Mbs Etf (MBB) 0.5 $3.7M +9% 41k 91.81
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Sherwin-Williams Company (SHW) 0.5 $3.7M +9% 12k 298.44
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $3.7M +8% 73k 51.09
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Ishares Tr National Mun Etf (MUB) 0.5 $3.7M +8% 35k 106.55
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Cintas Corporation (CTAS) 0.5 $3.7M NEW 5.3k 700.26
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W.W. Grainger (GWW) 0.5 $3.6M +10% 4.0k 902.21
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Lamb Weston Hldgs (LW) 0.5 $3.6M +12% 43k 84.08
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Pdd Holdings Sponsored Ads (PDD) 0.5 $3.5M NEW 27k 132.95
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $3.4M +9% 68k 50.11
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $3.4M 38k 88.48
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Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $3.3M 35k 94.27
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Ishares Tr High Yld Systm B (HYDB) 0.5 $3.2M 70k 46.44
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UnitedHealth (UNH) 0.5 $3.2M +2% 6.3k 509.25
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TJX Companies (TJX) 0.4 $3.0M +3% 28k 110.10
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NetApp (NTAP) 0.4 $2.6M -8% 20k 128.80
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Arch Cap Group Ord (ACGL) 0.4 $2.5M 25k 100.89
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Verra Mobility Corp Cl A Com Stk (VRRM) 0.4 $2.5M 93k 27.20
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Allegheny Technologies Incorporated (ATI) 0.4 $2.5M -3% 45k 55.45
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Brown & Brown (BRO) 0.4 $2.5M 28k 89.41
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Target Corporation (TGT) 0.4 $2.5M -2% 17k 148.04
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JPMorgan Chase & Co. (JPM) 0.4 $2.5M 12k 202.26
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Palantir Technologies Cl A (PLTR) 0.3 $2.5M +2% 97k 25.33
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Hewlett Packard Enterprise (HPE) 0.3 $2.5M -6% 116k 21.17
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Mueller Industries (MLI) 0.3 $2.4M 43k 56.94
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $2.4M +2% 4.4k 544.20
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Arthur J. Gallagher & Co. (AJG) 0.3 $2.4M +3% 9.1k 259.31
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Waste Management (WM) 0.3 $2.4M 11k 213.34
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Fidelity National Information Services (FIS) 0.3 $2.3M +2% 31k 75.36
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $2.3M +38% 7.6k 303.41
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.3M -2% 4.8k 479.09
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Interactive Brokers Group In Com Cl A (IBKR) 0.3 $2.3M 19k 122.60
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Diodes Incorporated (DIOD) 0.3 $2.3M 32k 71.93
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Hca Holdings (HCA) 0.3 $2.2M 7.0k 321.28
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Intercontinental Exchange (ICE) 0.3 $2.2M +3% 16k 136.89
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Texas Instruments Incorporated (TXN) 0.3 $2.2M +2% 11k 194.53
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Old Republic International Corporation (ORI) 0.3 $2.1M +2% 69k 30.90
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Molina Healthcare (MOH) 0.3 $2.1M +42% 7.0k 297.30
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Deere & Company (DE) 0.3 $2.1M +4% 5.5k 373.60
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American Tower Reit (AMT) 0.3 $2.1M +7% 11k 194.37
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ON Semiconductor (ON) 0.3 $2.1M +8% 30k 68.55
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Caterpillar (CAT) 0.3 $2.0M +5% 6.1k 333.10
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Westrock (WRK) 0.3 $2.0M 40k 50.26
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Union Pacific Corporation (UNP) 0.3 $2.0M +4% 8.9k 226.26
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Payoneer Global (PAYO) 0.3 $2.0M 363k 5.54
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SM Energy (SM) 0.3 $2.0M +6% 47k 43.23
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AmerisourceBergen (COR) 0.3 $2.0M +2% 8.8k 225.29
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Oracle Corporation (ORCL) 0.3 $2.0M +3% 14k 141.20
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Chord Energy Corporation Com New (CHRD) 0.3 $2.0M +2% 12k 167.68
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Hershey Company (HSY) 0.3 $2.0M +5% 11k 183.82
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Ferguson SHS (FERG) 0.3 $2.0M +4% 10k 193.65
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Paccar (PCAR) 0.3 $1.9M +7% 19k 102.94
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Jabil Circuit (JBL) 0.3 $1.9M +5% 18k 108.79
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Cardinal Health (CAH) 0.3 $1.9M +5% 19k 98.32
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Honeywell International (HON) 0.3 $1.8M +4% 8.7k 213.54
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $1.8M +5% 35k 51.06
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Exxon Mobil Corporation (XOM) 0.3 $1.8M 15k 115.12
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Wal-Mart Stores (WMT) 0.2 $1.7M 26k 67.71
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Linde SHS (LIN) 0.2 $1.7M +3% 3.9k 438.79
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Anthem (ELV) 0.2 $1.6M +2% 3.0k 541.87
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Ingredion Incorporated (INGR) 0.2 $1.6M +2% 14k 114.70
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Advanced Micro Devices (AMD) 0.2 $1.5M +3% 9.5k 162.21
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Hartford Financial Services (HIG) 0.2 $1.5M 15k 100.54
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Dollar General (DG) 0.2 $1.5M +5% 11k 132.23
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IDEXX Laboratories (IDXX) 0.2 $1.4M +5% 2.9k 487.27
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Fortinet (FTNT) 0.2 $1.4M +3% 23k 60.27
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TransDigm Group Incorporated (TDG) 0.2 $1.3M -2% 1.0k 1277.31
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Wisdomtree Tr Us Efficient Cor (NTSX) 0.2 $1.3M +2% 29k 43.91
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.3M +7% 2.5k 500.08
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Fluor Corporation (FLR) 0.2 $1.2M +2% 28k 43.55
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M +12% 2.9k 364.53
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Northern Oil And Gas Inc Mn (NOG) 0.1 $1.0M +2% 27k 37.17
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $930k +15% 1.7k 547.33
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Alphabet Cap Stk Cl C (GOOG) 0.1 $924k 5.0k 183.43
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $816k 11k 72.06
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Shift4 Pmts Cl A (FOUR) 0.1 $788k +7% 11k 73.35
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $751k 5.9k 127.47
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Ishares Tr Core Div Grwth (DGRO) 0.1 $698k -2% 12k 57.61
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $669k +3% 15k 44.93
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $664k +20% 3.6k 182.56
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $612k 1.00 612241.00
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Tesla Motors (TSLA) 0.1 $555k +3% 2.8k 197.88
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Valaris Cl A (VAL) 0.1 $555k +4% 7.4k 74.50
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Vanguard World Inf Tech Etf (VGT) 0.1 $547k NEW 948.00 576.74
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Meta Platforms Cl A (META) 0.1 $529k +10% 1.0k 504.13
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First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $518k 11k 48.32
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $504k +5% 6.4k 78.33
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $502k 5.4k 92.55
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Visa Com Cl A (V) 0.1 $474k 1.8k 262.43
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $451k 18k 25.44
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Vanguard Index Fds Growth Etf (VUG) 0.1 $443k +4% 1.2k 374.01
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $440k -7% 6.4k 69.35
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Netflix (NFLX) 0.1 $435k +16% 644.00 674.88
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Strategy Ns 7handl Idx (HNDL) 0.1 $431k 20k 21.12
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Ishares Tr Select Divid Etf (DVY) 0.1 $399k 3.3k 120.98
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Wec Energy Group (WEC) 0.0 $335k 4.3k 78.46
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Targa Res Corp (TRGP) 0.0 $315k 2.4k 128.78
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $308k NEW 2.4k 127.18
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $308k 1.5k 202.92
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Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $308k +2% 5.2k 59.41
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $286k 3.6k 80.13
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Ishares Tr Msci Intl Qualty (IQLT) 0.0 $259k -10% 6.6k 39.05
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Leidos Holdings (LDOS) 0.0 $255k 1.7k 145.90
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Blackrock Muniyield Quality Fund (MQY) 0.0 $252k 21k 12.28
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Bio Rad Labs Cl A (BIO) 0.0 $247k 906.00 273.11
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Invesco Municipal Income Opp Trust (OIA) 0.0 $243k 38k 6.35
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $242k 928.00 260.68
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $224k 2.2k 100.86
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Ishares Tr Msci Kld400 Soc (DSI) 0.0 $208k NEW 2.0k 103.85
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $207k -8% 775.00 267.51
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Eli Lilly & Co. (LLY) 0.0 $201k NEW 222.00 905.38
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Lowe's Companies (LOW) 0.0 $201k -7% 911.00 220.41
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Tellurian (TELL) 0.0 $6.9k 10k 0.69
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Past Filings by Insight Wealth Strategies

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

View all past filings