Insight Wealth Strategies
Latest statistics and disclosures from Insight Wealth Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are USMV, CVX, LQD, MBB, QUAL, and represent 18.91% of Insight Wealth Strategies's stock portfolio.
- Added to shares of these 10 stocks: BKLN (+$15M), XLY (+$11M), ICVT (+$11M), FDN (+$8.4M), Lam Research Corporation (+$6.9M), GLTR (+$6.3M), ADP, LNG, JEF, FTI.
- Started 20 new stock positions in ICVT, XLY, RELL, BKLN, FTHI, ADP, NEA, CLOZ, FTI, SQ. PAAA, VMO, GLTR, LNG, BAH, JEF, CLSE, STX, FDN, HYMU.
- Reduced shares in these 10 stocks: SHY (-$13M), , FLTR (-$11M), , EWJ (-$6.7M), PDD (-$5.7M), AAPL, MELI, , TFLO.
- Sold out of its positions in ATI, ELV, BRK.A, MQY, KO, FERG, AJG, GE, HCA, INGR.
- Insight Wealth Strategies was a net buyer of stock by $5.3M.
- Insight Wealth Strategies has $746M in assets under management (AUM), dropping by -1.79%.
- Central Index Key (CIK): 0001749914
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Portfolio Holdings for Insight Wealth Strategies
Insight Wealth Strategies holds 152 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Min Vol (USMV) | 4.1 | $31M | 344k | 88.79 |
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| Chevron Corporation (CVX) | 3.9 | $29M | 201k | 144.84 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 3.8 | $28M | 263k | 106.84 |
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| Ishares Tr Mbs Etf (MBB) | 3.6 | $27M | +8% | 293k | 91.68 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.5 | $26M | 148k | 178.08 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 3.4 | $26M | +2% | 763k | 33.34 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 3.4 | $25M | 313k | 79.99 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 3.2 | $24M | +2% | 258k | 92.45 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 3.2 | $24M | +2% | 318k | 74.78 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.1 | $23M | +4% | 263k | 87.33 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 2.9 | $21M | 679k | 31.44 |
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| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 2.5 | $19M | +3% | 607k | 30.52 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 2.0 | $15M | +3% | 300k | 50.71 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 2.0 | $15M | NEW | 696k | 21.07 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.7 | $12M | +2% | 97k | 127.59 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $12M | 106k | 115.22 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.6 | $12M | 122k | 96.53 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.5 | $11M | NEW | 49k | 224.35 |
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| Ishares Tr Conv Bd Etf (ICVT) | 1.5 | $11M | NEW | 127k | 84.97 |
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| Select Sector Spdr Tr Financial (XLF) | 1.4 | $10M | 210k | 48.33 |
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| Apple (AAPL) | 1.3 | $9.5M | -34% | 38k | 250.42 |
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| Ishares Tr Tips Bd Etf (TIP) | 1.2 | $9.1M | +2% | 85k | 106.55 |
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| Spdr Ser Tr S&p Oilgas Exp (XOP) | 1.1 | $8.5M | +2% | 64k | 132.37 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 1.1 | $8.4M | NEW | 35k | 243.17 |
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| Lam Research Corporation | 1.0 | $7.5M | +1153% | 104k | 72.23 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.9 | $6.5M | +2% | 82k | 78.61 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.8 | $6.3M | NEW | 58k | 109.80 |
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| Amazon (AMZN) | 0.8 | $6.1M | 28k | 219.39 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $6.0M | +36% | 32k | 189.30 |
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| Broadcom (AVGO) | 0.8 | $5.9M | -14% | 25k | 231.84 |
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| Palantir Technologies Cl A (PLTR) | 0.8 | $5.6M | -12% | 74k | 75.63 |
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| American Express Company (AXP) | 0.7 | $5.6M | -4% | 19k | 296.78 |
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| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.7 | $5.6M | +2% | 102k | 54.48 |
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| Ishares Tr High Yld Systm B (HYDB) | 0.7 | $5.5M | +4% | 116k | 47.01 |
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| Cambria Etf Tr Cambria Fgn Shr (FYLD) | 0.7 | $5.3M | +3% | 212k | 25.21 |
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| Microsoft Corporation (MSFT) | 0.7 | $5.3M | +6% | 13k | 421.50 |
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| McKesson Corporation (MCK) | 0.6 | $4.8M | +10% | 8.4k | 569.92 |
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| Moody's Corporation (MCO) | 0.6 | $4.7M | -2% | 9.9k | 473.35 |
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| Automatic Data Processing (ADP) | 0.6 | $4.7M | NEW | 16k | 292.73 |
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| Motorola Solutions Com New (MSI) | 0.6 | $4.7M | -12% | 10k | 462.21 |
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| SYSCO Corporation (SYY) | 0.6 | $4.6M | -27% | 60k | 76.46 |
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| W.W. Grainger (GWW) | 0.6 | $4.6M | +3% | 4.3k | 1054.02 |
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| AmerisourceBergen (COR) | 0.6 | $4.5M | +124% | 20k | 224.68 |
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| NVIDIA Corporation (NVDA) | 0.6 | $4.5M | +2% | 34k | 134.29 |
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| Home Depot (HD) | 0.6 | $4.5M | 12k | 388.98 |
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| Cheniere Energy Com New (LNG) | 0.6 | $4.5M | NEW | 21k | 214.87 |
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| Jefferies Finl Group (JEF) | 0.6 | $4.4M | NEW | 56k | 78.40 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.6 | $4.3M | +23% | 20k | 213.63 |
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| Hubbell (HUBB) | 0.6 | $4.3M | +3% | 10k | 418.88 |
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| Sherwin-Williams Company (SHW) | 0.6 | $4.2M | 13k | 339.93 |
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| IDEXX Laboratories (IDXX) | 0.6 | $4.2M | +230% | 10k | 413.44 |
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| Hershey Company (HSY) | 0.6 | $4.2M | +18% | 25k | 169.35 |
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| Lamb Weston Hldgs (LW) | 0.6 | $4.1M | +36% | 62k | 66.83 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.5 | $4.1M | 81k | 50.88 |
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| Technipfmc (FTI) | 0.5 | $4.1M | NEW | 141k | 28.94 |
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| Paccar (PCAR) | 0.5 | $4.1M | +21% | 39k | 104.02 |
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| Fortinet (FTNT) | 0.5 | $4.0M | +79% | 43k | 94.48 |
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| Arch Cap Group Ord (ACGL) | 0.5 | $4.0M | +68% | 43k | 92.35 |
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| Cintas Corporation (CTAS) | 0.5 | $3.9M | 22k | 182.70 |
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| Block Cl A (SQ) | 0.5 | $3.9M | NEW | 46k | 84.99 |
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| Flowserve Corporation (FLS) | 0.5 | $3.9M | 68k | 57.52 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $3.8M | +45% | 6.6k | 586.07 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.5 | $3.8M | -18% | 74k | 51.91 |
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| Amgen (AMGN) | 0.5 | $3.8M | +14% | 15k | 260.63 |
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| Ishares Tr National Mun Etf (MUB) | 0.5 | $3.7M | -9% | 35k | 106.55 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $3.7M | +2% | 11k | 351.80 |
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| CoStar (CSGP) | 0.5 | $3.7M | +3% | 52k | 71.59 |
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| Kla Corp Com New (KLAC) | 0.5 | $3.6M | +5% | 5.7k | 630.11 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $3.6M | -6% | 72k | 50.13 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.5 | $3.5M | NEW | 41k | 86.31 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.5 | $3.5M | NEW | 27k | 128.70 |
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| Cdw (CDW) | 0.5 | $3.4M | +13% | 20k | 174.04 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $3.1M | -7% | 35k | 89.04 |
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| UnitedHealth (UNH) | 0.4 | $3.1M | -3% | 6.2k | 505.83 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.4 | $3.1M | -6% | 33k | 95.47 |
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| Payoneer Global (PAYO) | 0.4 | $3.0M | -11% | 295k | 10.04 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $3.0M | 12k | 239.70 |
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| Mueller Industries (MLI) | 0.4 | $3.0M | 37k | 79.36 |
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| Brown & Brown (BRO) | 0.4 | $2.7M | -2% | 26k | 102.02 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $2.7M | -19% | 15k | 176.68 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.5M | 13k | 190.44 |
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| Old Republic International Corporation (ORI) | 0.3 | $2.4M | -4% | 67k | 36.19 |
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| Fidelity National Information Services (FIS) | 0.3 | $2.4M | -6% | 29k | 80.77 |
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| Waste Management (WM) | 0.3 | $2.3M | +3% | 12k | 201.79 |
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| Cardinal Health (CAH) | 0.3 | $2.3M | 20k | 118.27 |
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| Caterpillar (CAT) | 0.3 | $2.3M | +2% | 6.4k | 362.74 |
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| Blue Bird Corp (BLBD) | 0.3 | $2.3M | +31% | 60k | 38.63 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $2.3M | +7% | 12k | 187.51 |
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| Union Pacific Corporation (UNP) | 0.3 | $2.3M | +7% | 9.9k | 228.04 |
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| Intercontinental Exchange (ICE) | 0.3 | $2.2M | -8% | 15k | 149.01 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.1M | -14% | 4.1k | 511.26 |
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| Honeywell International (HON) | 0.3 | $2.1M | +3% | 9.2k | 225.90 |
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| Oracle Corporation (ORCL) | 0.3 | $2.0M | -13% | 12k | 166.64 |
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| American Tower Reit (AMT) | 0.3 | $2.0M | 11k | 183.41 |
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| Wal-Mart Stores (WMT) | 0.3 | $2.0M | -14% | 22k | 90.35 |
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| SM Energy (SM) | 0.3 | $2.0M | +5% | 51k | 38.76 |
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| Linde SHS (LIN) | 0.2 | $1.7M | +3% | 4.1k | 418.71 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.7M | +4% | 16k | 107.57 |
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| Hartford Financial Services (HIG) | 0.2 | $1.6M | -3% | 15k | 109.40 |
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| Wisdomtree Tr Us Efficient Cor (NTSX) | 0.2 | $1.5M | +13% | 33k | 46.69 |
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| First Tr Exchange-traded Managd Mun Etf (FMB) | 0.2 | $1.3M | -35% | 25k | 51.01 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $1.2M | -5% | 5.8k | 206.93 |
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| Tesla Motors (TSLA) | 0.1 | $1.1M | 2.7k | 403.84 |
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| Northern Oil And Gas Inc Mn (NOG) | 0.1 | $1.1M | +2% | 29k | 37.16 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.0M | 1.7k | 588.79 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $896k | 12k | 77.89 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $818k | 2.0k | 401.56 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $798k | -6% | 5.7k | 139.36 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $756k | +5% | 3.9k | 195.81 |
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| TJX Companies (TJX) | 0.1 | $748k | -4% | 6.2k | 120.81 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $741k | 12k | 61.34 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $732k | +12% | 16k | 44.87 |
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| Meta Platforms Cl A (META) | 0.1 | $625k | 1.1k | 585.73 |
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| Trust For Professional Man Convergence Lng (CLSE) | 0.1 | $616k | NEW | 27k | 22.91 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $599k | -53% | 1.1k | 538.79 |
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| Visa Com Cl A (V) | 0.1 | $588k | +2% | 1.9k | 315.95 |
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| Netflix (NFLX) | 0.1 | $585k | 656.00 | 891.32 |
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| Pepsi (PEP) | 0.1 | $568k | 3.7k | 152.06 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $516k | +10% | 6.8k | 75.62 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $490k | -13% | 4.8k | 101.54 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $459k | 18k | 25.58 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $450k | 1.1k | 410.44 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $447k | +108% | 986.00 | 453.08 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $440k | 3.4k | 131.28 |
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| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.1 | $440k | NEW | 8.6k | 51.20 |
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| Targa Res Corp (TRGP) | 0.1 | $438k | 2.5k | 178.47 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $428k | -8% | 6.1k | 70.71 |
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| Bank of America Corporation (BAC) | 0.0 | $358k | +4% | 8.2k | 43.95 |
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| Strategy Ns 7handl Idx (HNDL) | 0.0 | $354k | 17k | 21.33 |
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| Wec Energy Group (WEC) | 0.0 | $348k | -14% | 3.7k | 94.05 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $337k | 1.5k | 220.97 |
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| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.0 | $334k | 5.2k | 64.06 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $331k | -90% | 6.6k | 50.47 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $315k | 3.6k | 87.91 |
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| First Tr Exchange-traded Buywrit Incm Etf (FTHI) | 0.0 | $306k | NEW | 13k | 23.27 |
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| Leidos Holdings (LDOS) | 0.0 | $299k | +18% | 2.1k | 144.09 |
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| Bio Rad Labs Cl A (BIO) | 0.0 | $298k | 906.00 | 328.51 |
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| Ies Hldgs (IESC) | 0.0 | $269k | 1.3k | 200.96 |
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| Series Portfolios Tr Panagram Bbb B (CLOZ) | 0.0 | $252k | NEW | 9.3k | 26.95 |
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| Blackrock Etf Trust Ii High Yld Muni In (HYMU) | 0.0 | $250k | NEW | 11k | 22.66 |
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| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.0 | $250k | 5.2k | 48.29 |
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| Invesco Van Kampen Muni Opp Trust (VMO) | 0.0 | $247k | NEW | 25k | 9.72 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $233k | +3% | 804.00 | 289.66 |
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| Lowe's Companies (LOW) | 0.0 | $230k | 931.00 | 246.89 |
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| Invesco Municipal Income Opp Trust (OIA) | 0.0 | $228k | 39k | 5.90 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $226k | 932.00 | 242.14 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $223k | -15% | 6.0k | 37.12 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $223k | 2.0k | 110.26 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $220k | +300% | 7.9k | 27.87 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $207k | 1.1k | 185.15 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $144k | NEW | 13k | 11.28 |
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| Richardson Electronics (RELL) | 0.0 | $140k | NEW | 10k | 14.03 |
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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 Q4 filed Jan. 6, 2025
- Insight Wealth Strategies 2024 Q3 filed Oct. 7, 2024
- Insight Wealth Strategies 2024 Q2 filed July 8, 2024
- 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