Insight Wealth Strategies
Latest statistics and disclosures from Insight Wealth Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are USMV, LQD, CVX, VIGI, GSIE, and represent 19.01% of Insight Wealth Strategies's stock portfolio.
- Added to shares of these 10 stocks: MBB (+$22M), VYM (+$12M), XLV (+$8.9M), VCLT (+$7.7M), XLP (+$6.7M), IEF (+$6.4M), AVGO, LVHI, HUBB, SHY.
- Started 18 new stock positions in BAC, FERG, IESC, VYM, GE, XLP, SCHD, BRK.B, CSGP, RGA. Smurfit WestRock, BLBD, HUBB, XLV, KO, IWD, FLS, PEP.
- Reduced shares in these 10 stocks: MTUM (-$26M), PFF (-$9.6M), FLTR (-$9.2M), TFLO (-$7.9M), XLC (-$6.8M), TIP, IWY, VRRM, TJX, HPE.
- Sold out of its positions in AMD, DE, DIOD, DG, FLR, HPE, IWY, LLY, ON, XLC. FOUR, TELL, TDG, VRRM, WRK, Ferguson Plc F.
- Insight Wealth Strategies was a net buyer of stock by $30M.
- Insight Wealth Strategies has $759M in assets under management (AUM), dropping by 8.03%.
- 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 September 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 | +10% | 339k | 91.31 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 3.9 | $30M | 263k | 112.98 |
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| Chevron Corporation (CVX) | 3.9 | $29M | 200k | 147.27 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 3.6 | $27M | 307k | 88.28 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 3.6 | $27M | 746k | 36.17 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.5 | $27M | 150k | 179.30 |
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| Ishares Tr Mbs Etf (MBB) | 3.4 | $26M | +565% | 270k | 95.81 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 3.3 | $25M | +44% | 309k | 81.23 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.3 | $25M | +17% | 252k | 98.10 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 3.3 | $25M | +34% | 252k | 98.12 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 3.0 | $23M | -29% | 685k | 33.23 |
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| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 2.4 | $18M | +33% | 586k | 31.08 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 1.9 | $15M | -13% | 289k | 50.88 |
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| Apple (AAPL) | 1.8 | $14M | 58k | 233.00 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.7 | $13M | +45% | 152k | 83.15 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $12M | 106k | 116.96 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.6 | $12M | NEW | 94k | 128.20 |
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| Select Sector Spdr Tr Indl (XLI) | 1.5 | $12M | 87k | 135.44 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.5 | $12M | 120k | 95.95 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 1.4 | $11M | -46% | 424k | 25.47 |
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| Select Sector Spdr Tr Financial (XLF) | 1.3 | $9.7M | 213k | 45.32 |
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| Ishares Tr Tips Bd Etf (TIP) | 1.2 | $9.2M | -33% | 83k | 110.47 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.2 | $8.9M | NEW | 58k | 154.02 |
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| Spdr Ser Tr S&p Oilgas Exp (XOP) | 1.1 | $8.2M | +11% | 62k | 131.52 |
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| Lam Research Corporation (LRCX) | 0.9 | $6.7M | +3% | 8.3k | 816.13 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.9 | $6.7M | 94k | 71.54 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.9 | $6.7M | NEW | 81k | 83.00 |
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| SYSCO Corporation (SYY) | 0.8 | $6.4M | +3% | 82k | 78.06 |
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| Cambria Etf Tr Cambria Fgn Shr (FYLD) | 0.7 | $5.7M | +3% | 205k | 27.85 |
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| Pdd Holdings Sponsored Ads (PDD) | 0.7 | $5.7M | +57% | 42k | 134.81 |
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| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.7 | $5.5M | 100k | 54.99 |
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| Ishares Tr High Yld Systm B (HYDB) | 0.7 | $5.3M | +58% | 111k | 48.06 |
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| American Express Company (AXP) | 0.7 | $5.3M | 20k | 271.20 |
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| Motorola Solutions Com New (MSI) | 0.7 | $5.2M | 12k | 449.63 |
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| Amazon (AMZN) | 0.7 | $5.1M | 28k | 186.33 |
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| Broadcom (AVGO) | 0.7 | $5.1M | +904% | 30k | 172.50 |
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| Microsoft Corporation (MSFT) | 0.7 | $5.1M | 12k | 430.29 |
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| Moody's Corporation (MCO) | 0.6 | $4.8M | 10k | 474.60 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.6 | $4.8M | +10% | 91k | 53.07 |
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| Sherwin-Williams Company (SHW) | 0.6 | $4.8M | 13k | 381.66 |
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| Home Depot (HD) | 0.6 | $4.7M | +2% | 12k | 405.20 |
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| Cintas Corporation (CTAS) | 0.6 | $4.4M | +308% | 22k | 205.88 |
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| MercadoLibre (MELI) | 0.6 | $4.3M | -8% | 2.1k | 2051.96 |
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| W.W. Grainger (GWW) | 0.6 | $4.3M | +4% | 4.2k | 1038.70 |
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| Hubbell (HUBB) | 0.6 | $4.2M | NEW | 9.9k | 428.36 |
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| Kla Corp Com New (KLAC) | 0.6 | $4.2M | +2% | 5.4k | 774.46 |
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| Ishares Tr National Mun Etf (MUB) | 0.6 | $4.2M | +11% | 39k | 108.63 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.5 | $4.1M | +12% | 81k | 51.04 |
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| Amgen (AMGN) | 0.5 | $4.1M | +2% | 13k | 322.20 |
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| NVIDIA Corporation (NVDA) | 0.5 | $4.0M | 33k | 121.44 |
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| Molina Healthcare (MOH) | 0.5 | $4.0M | +65% | 12k | 344.56 |
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| Hershey Company (HSY) | 0.5 | $4.0M | +94% | 21k | 191.78 |
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| Cdw (CDW) | 0.5 | $4.0M | +3% | 18k | 226.31 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $3.9M | +13% | 77k | 51.12 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.8M | 23k | 165.85 |
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| CoStar (CSGP) | 0.5 | $3.8M | NEW | 50k | 75.44 |
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| McKesson Corporation (MCK) | 0.5 | $3.8M | +4% | 7.6k | 494.39 |
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| UnitedHealth (UNH) | 0.5 | $3.7M | 6.4k | 584.67 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $3.7M | +35% | 10k | 353.49 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.5 | $3.6M | -68% | 71k | 50.60 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.5 | $3.6M | 38k | 93.58 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.5 | $3.5M | NEW | 16k | 217.87 |
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| Flowserve Corporation (FLS) | 0.5 | $3.4M | NEW | 67k | 51.69 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.4 | $3.4M | 35k | 97.79 |
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| Paccar (PCAR) | 0.4 | $3.2M | +73% | 32k | 98.68 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $3.2M | -12% | 85k | 37.20 |
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| Lamb Weston Hldgs (LW) | 0.4 | $2.9M | +6% | 46k | 64.74 |
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| Arch Cap Group Ord (ACGL) | 0.4 | $2.9M | 26k | 111.88 |
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| Hca Holdings (HCA) | 0.4 | $2.8M | 6.9k | 406.43 |
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| Brown & Brown (BRO) | 0.4 | $2.8M | -3% | 27k | 103.60 |
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| Target Corporation (TGT) | 0.4 | $2.7M | +4% | 17k | 155.86 |
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| Mueller Industries (MLI) | 0.4 | $2.7M | -14% | 37k | 74.10 |
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| Allegheny Technologies Incorporated (ATI) | 0.4 | $2.7M | -11% | 40k | 66.91 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $2.6M | 12k | 210.86 |
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| Fidelity National Information Services (FIS) | 0.3 | $2.6M | 31k | 83.75 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $2.6M | 19k | 139.36 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.6M | +2% | 4.5k | 573.76 |
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| Arthur J. Gallagher & Co. (AJG) | 0.3 | $2.6M | 9.2k | 281.37 |
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| Intercontinental Exchange (ICE) | 0.3 | $2.6M | 16k | 160.64 |
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| American Tower Reit (AMT) | 0.3 | $2.5M | 11k | 232.55 |
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| Payoneer Global (PAYO) | 0.3 | $2.5M | -8% | 331k | 7.53 |
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| Old Republic International Corporation (ORI) | 0.3 | $2.5M | 70k | 35.42 |
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| Caterpillar (CAT) | 0.3 | $2.4M | +2% | 6.2k | 391.12 |
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| NetApp (NTAP) | 0.3 | $2.4M | 20k | 123.51 |
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| Oracle Corporation (ORCL) | 0.3 | $2.4M | 14k | 170.39 |
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| Waste Management (WM) | 0.3 | $2.3M | +2% | 11k | 207.60 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $2.3M | 11k | 206.57 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $2.3M | 4.8k | 488.10 |
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| Union Pacific Corporation (UNP) | 0.3 | $2.3M | +2% | 9.2k | 246.48 |
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| Jabil Circuit (JBL) | 0.3 | $2.2M | +4% | 18k | 119.83 |
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| Blue Bird Corp (BLBD) | 0.3 | $2.2M | NEW | 45k | 47.96 |
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| Cardinal Health (CAH) | 0.3 | $2.2M | 20k | 110.52 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.2M | +155% | 13k | 167.19 |
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| Wal-Mart Stores (WMT) | 0.3 | $2.1M | 26k | 80.75 |
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| Smurfit Westrock SHS | 0.3 | $2.1M | NEW | 42k | 49.42 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $2.0M | NEW | 10k | 198.57 |
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| AmerisourceBergen (COR) | 0.3 | $2.0M | +2% | 9.0k | 225.08 |
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| First Tr Exchange-traded Managd Mun Etf (FMB) | 0.3 | $2.0M | +7% | 38k | 51.96 |
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| Ingredion Incorporated (INGR) | 0.3 | $2.0M | 14k | 137.43 |
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| SM Energy (SM) | 0.3 | $1.9M | +3% | 48k | 39.97 |
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| Linde SHS (LIN) | 0.2 | $1.9M | 3.9k | 476.86 |
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| Fortinet (FTNT) | 0.2 | $1.8M | +5% | 24k | 77.55 |
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| Honeywell International (HON) | 0.2 | $1.8M | +2% | 8.9k | 206.72 |
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| Hartford Financial Services (HIG) | 0.2 | $1.8M | 15k | 117.61 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.8M | 15k | 117.22 |
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| Chord Energy Corporation Com New (CHRD) | 0.2 | $1.6M | +4% | 12k | 130.23 |
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| Anthem (ELV) | 0.2 | $1.6M | +2% | 3.1k | 519.98 |
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| IDEXX Laboratories (IDXX) | 0.2 | $1.5M | +3% | 3.1k | 505.29 |
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| Wisdomtree Tr Us Efficient Cor (NTSX) | 0.2 | $1.4M | 29k | 46.99 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.3M | -4% | 2.4k | 527.63 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $1.2M | -95% | 6.1k | 202.75 |
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| Northern Oil And Gas Inc Mn (NOG) | 0.1 | $984k | +2% | 28k | 35.41 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $967k | 1.7k | 576.66 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $877k | 11k | 76.59 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $812k | +4% | 6.2k | 131.91 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $779k | -28% | 2.1k | 375.39 |
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| TJX Companies (TJX) | 0.1 | $760k | -76% | 6.5k | 117.54 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $758k | 12k | 62.69 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $723k | 3.6k | 198.07 |
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| Tesla Motors (TSLA) | 0.1 | $714k | -2% | 2.7k | 261.63 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $691k | 1.00 | 691180.00 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $680k | -2% | 15k | 46.74 |
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| Pepsi (PEP) | 0.1 | $633k | NEW | 3.7k | 170.05 |
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| Meta Platforms Cl A (META) | 0.1 | $601k | 1.1k | 572.24 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $556k | 948.00 | 586.68 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $536k | +3% | 5.6k | 95.74 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $515k | -4% | 6.2k | 83.63 |
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| Valaris Cl A (VAL) | 0.1 | $512k | +23% | 9.2k | 55.75 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $508k | +4% | 6.6k | 76.70 |
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| Visa Com Cl A (V) | 0.1 | $497k | 1.8k | 274.89 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $468k | 18k | 26.27 |
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| Netflix (NFLX) | 0.1 | $457k | 644.00 | 709.27 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $449k | 3.3k | 135.08 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $428k | -5% | 1.1k | 383.93 |
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| Wec Energy Group (WEC) | 0.1 | $414k | 4.3k | 96.18 |
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| Strategy Ns 7handl Idx (HNDL) | 0.0 | $363k | -20% | 16k | 22.25 |
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| Targa Res Corp (TRGP) | 0.0 | $361k | 2.4k | 148.01 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $344k | 2.4k | 142.04 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $336k | 1.5k | 220.86 |
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| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.0 | $326k | 5.2k | 62.74 |
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| Bank of America Corporation (BAC) | 0.0 | $309k | NEW | 7.8k | 39.68 |
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| Bio Rad Labs Cl A (BIO) | 0.0 | $303k | 906.00 | 334.58 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $297k | 3.6k | 82.93 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $293k | +6% | 7.1k | 41.49 |
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| Leidos Holdings (LDOS) | 0.0 | $285k | 1.7k | 163.05 |
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| Blackrock Muniyield Quality Fund (MQY) | 0.0 | $272k | 21k | 13.11 |
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| Ies Hldgs (IESC) | 0.0 | $267k | NEW | 1.3k | 199.62 |
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| Invesco Municipal Income Opp Trust (OIA) | 0.0 | $263k | 38k | 6.86 |
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| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.0 | $255k | -51% | 5.2k | 49.40 |
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| Lowe's Companies (LOW) | 0.0 | $248k | 915.00 | 270.89 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $228k | 928.00 | 245.43 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $220k | 776.00 | 283.27 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $219k | 2.0k | 108.78 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $217k | NEW | 472.00 | 460.58 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $212k | NEW | 1.1k | 189.75 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $205k | -11% | 2.0k | 104.16 |
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| Ge Aerospace Com New (GE) | 0.0 | $203k | NEW | 1.1k | 188.51 |
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| Coca-Cola Company (KO) | 0.0 | $201k | NEW | 2.8k | 71.85 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $200k | NEW | 2.4k | 84.53 |
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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 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
- Insight Wealth Strategies 2020 Q4 filed Feb. 5, 2021