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 March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Chevron Corporation (CVX) 7.51 218316 -6% 123.18
SPDR S&P; Emerging Markets (GMM) 6.30 630223 35.76
iShares Lehman MBS Bond Fund (MBB) 5.83 196193 +1140% 106.36
Goldman Sachs Etf Tr treasuryaccess 5.80 206970 +2% 100.27
Pza etf 5.33 743156 NEW 25.66
iShares S&P; 500 Growth Index (IVW) 4.40 91365 -10% 172.36
iShares S&P; SmallCap 600 Index (IJR) 4.25 197026 +4% 77.15
J P Morgan Exchange Traded F ultra shrt 3.85 274131 +4% 50.30
Ishares U S Etf Tr Short Matur sht mat bd etf 3.74 266231 +2% 50.24
Spdr Ser Tr 1 3 hgh yield 3.50 136629 91.60
iShares Dow Jones Select Dividend (DVY) 3.31 120622 +5% 98.18
Ishares Tr eafe min volat 3.07 152501 -4% 72.00
Invesco Exchange Traded Fd T gbl listed pvt 2.42 755534 +3% 11.45
Microsoft Corporation (MSFT) 1.68 50901 +4% 117.93
First Trust IPOX-100 Index Fund (FPX) 1.57 103777 NEW 54.02
Apple (AAPL) 1.56 29410 +15% 189.94
Sch Us Mid-cap Etf etf 1.51 97841 +3% 55.39
Invesco Exchange Traded Fd T russel 200 gwt 1.29 86739 +131% 53.37
Amazon (AMZN) 1.14 2282 +12% 1780.89
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.89 87373 +15% 36.54
Legg Mason Etf Invt Tr fund 0.86 100822 +148% 30.42
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.80 24114 +29% 119.06
Vanguard Mid-Cap Value ETF (VOE) 0.79 26097 107.87
Ishares Tr usa min vo 0.76 46033 +18% 58.81
Spdr Ser Tr cmn 0.73 85659 -87% 30.70
Visa (V) 0.72 16606 +4% 156.21
Adobe Systems Incorporated (ADBE) 0.70 9397 +3% 266.47
UnitedHealth (UNH) 0.67 9676 +16% 247.21
RealPage (RP) 0.63 37328 +4% 60.68
Ishares Tr fltg rate nt 0.62 43846 -88% 50.91
iShares MSCI Emerging Markets Indx (EEM) 0.61 51280 +49% 42.92
Abbott Laboratories (ABT) 0.60 27015 79.96
SPDR Barclays Capital Convertible SecETF (CWB) 0.56 38209 +46% 52.24
Union Pacific Corporation (UNP) 0.55 11860 +4% 167.20
ISHARES TR MSCI Small Cap msci small cap 0.55 34091 +47% 57.43
Ishares Inc core msci emkt 0.54 37051 NEW 51.71
Home Depot (HD) 0.53 9849 +33% 191.90
iShares iBoxx $ High Yid Corp Bond (HYG) 0.52 21629 +10% 86.46
salesforce (CRM) 0.49 11022 +4% 158.41
Eli Lilly & Co. (LLY) 0.48 13371 +3% 129.76
R1 Rcm 0.48 177571 +116% 9.67
iShares Barclays TIPS Bond Fund (TIP) 0.44 14049 +32% 113.03
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.43 14482 +124% 106.68
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.43 12261 +16% 126.42
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.43 49277 NEW 30.87
Autodesk (ADSK) 0.42 9551 +3% 155.80
McDonald's Corporation (MCD) 0.41 7731 +4% 189.88
Automatic Data Processing (ADP) 0.41 9247 +2% 159.73
O'reilly Automotive Inc 0.41 3749 +4% 388.37
iShares Russell 3000 Growth Index (IWZ) 0.41 24585 +55% 60.32
WellCare Health Plans (WCG) 0.40 5317 +4% 269.70
Ishares Tr core div grwth 0.35 34352 +24% 36.74
Paypal Holdings 0.35 11994 +6% 103.80
Alphabet Inc Class A cs 0.35 1057 +6% 1176.92
Zoetis Inc Cl A 0.33 11842 +6% 100.66
MasterCard Incorporated (MA) 0.31 4728 -46% 235.41
Ishares High Dividend Equity F 0.31 11742 93.25
Autohome Inc- 0.31 10538 +9% 105.14
Cisco Systems (CSCO) 0.30 19793 +2% 54.01
Johnson & Johnson (JNJ) 0.29 7449 +262% 139.75
Ross Stores (ROST) 0.29 10973 +7% 93.14
Anthem 0.29 3573 +3% 287.15
Boston Scientific Corporation (BSX) 0.28 26527 +6% 38.38
Verizon Communications (VZ) 0.27 16629 +6% 59.11
S&p Global 0.26 4435 +6% 210.60
Pfizer (PFE) 0.25 21130 +6% 42.45
SPDR S&P; 500 ETF (SPY) 0.25 3189 282.53
iShares S&P; MidCap 400 Value Index (IJJ) 0.25 5665 156.93
Total System Services (TSS) 0.24 9163 +6% 95.06
Boeing Company (BA) 0.24 2265 NEW 381.46
Netflix (NFLX) 0.24 2423 356.58
Alphabet Inc Class C cs 0.23 709 +6% 1173.48
Nextera Energy Inc C om 0.20 3720 193.28
NIKE (NKE) 0.20 8665 +5% 84.25
Starbucks Corporation (SBUX) 0.20 9503 NEW 74.29
CME (CME) 0.19 4053 164.57
Merck & Co (MRK) 0.19 8160 +13% 83.21
Royal Dutch Shell (RDS.A) 0.19 10710 62.56
American Tower Reit 0.19 3470 NEW 197.12
Servicenow 0.19 2729 +5% 246.61
Ishares Core Msci Eafe Etf core msci eafe 0.19 11106 NEW 60.78
Market Vectors Etf High Yield Muni Index etf 0.18 10495 +93% 62.79
Coca-Cola Company (KO) 0.17 12893 +26% 46.85
Walt Disney Company (DIS) 0.17 5322 +11% 111.05
Darden Restaurants (DRI) 0.17 5007 +3% 121.43
Emerson Electric (EMR) 0.17 9003 +14% 68.42
Target Corporation (TGT) 0.16 7131 +2% 80.21
Burlington Stores 0.16 3727 -2% 156.69
Wisdomtree Tr brclys us aggr 0.16 11576 -3% 49.84
Comcast Corporation (CMCSA) 0.14 12566 +3% 39.95
American Express Company (AXP) 0.14 4463 +3% 109.34
iShares Russell 1000 Value Index (IWD) 0.14 4028 NEW 123.39
Ollies Bargain Outlt Hldgs I 0.14 5897 NEW 85.30
Cactus Inc - A 0.14 13920 +7% 35.63
NVIDIA Corporation (NVDA) 0.13 2498 179.74
Pool Corporation (POOL) 0.13 2846 165.14
Public Service Enterprise (PEG) 0.13 7676 +2% 59.41
Oge Energy Corp (holding Co) Com Stk 0.13 11167 -2% 43.16
Spirit Airlines Inc Com 0.13 8922 NEW 52.90
Verso Corp cl a 0.13 20935 21.40
Worldpay Ord 0.13 4210 113.54
Wal-Mart Stores (WMT) 0.12 4413 NEW 97.44
Waste Management (WM) 0.12 4114 NEW 103.79
FirstEnergy (FE) 0.12 10537 41.57
Morningstar (MORN) 0.12 3372 +2% 126.04
Eversource Energy 0.12 6165 NEW 70.88
Deere & Company (DE) 0.11 2478 NEW 159.81
Honeywell International (HON) 0.11 2542 158.93
Exelon Corporation (EXC) 0.11 7701 -5% 50.12
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.11 3515 NEW 111.24
Five Below 0.11 3244 +4% 124.23
* Firstcash Inc Com stock 0.11 4663 86.43
Invesco Qqq Trust Series 1 0.11 2193 -3% 179.66
Berkshire Hathaway (BRK.B) 0.10 1794 200.67
CF Industries Holdings (CF) 0.10 8926 +4% 40.89
WisdomTree Europe SmallCap Div Fd (DFE) 0.10 5928 +30% 58.37
Invesco Senior Loan Etf otr 0.10 15443 22.66
JPMorgan Chase & Co. (JPM) 0.09 3059 -45% 101.34
CSX Corporation (CSX) 0.09 4444 74.71
iShares MSCI EAFE Index Fund (EFA) 0.09 4803 +2% 64.96
iShares Russell 1000 Growth Index (IWF) 0.09 2014 NEW 151.44
Motorola Solutions (MSI) 0.09 2383 NEW 140.58
Linde Plc 0.09 1860 +3% 175.81
Lowe's Companies (LOW) 0.08 2611 NEW 109.54
Facebook Inc cl a 0.07 1409 -25% 166.78
Invesco Exchange Traded Fd T s&p500 pur gwt 0.07 2153 115.65
Bank of America Corporation (BAC) 0.06 7299 NEW 27.54
TJX Companies (TJX) 0.06 4148 NEW 53.28
Unilever (UL) 0.06 3915 NEW 57.73
Ishares Inc ctr wld minvl 0.06 2274 NEW 89.27
Vericel 0.06 12733 17.51
Broadcom Ltd 0.06 740 NEW 301.35
Invesco Municipal Income Opp Trust (OIA) 0.05 23264 +10% 7.78
BlackRock MuniYield Investment Fund (MYF) 0.05 11276 NEW 14.37

Past 13F-HR SEC Filings by Insight Wealth Strategies

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