Insight Wealth Strategies

Insight Wealth Strategies as of Dec. 31, 2019

Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 196 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chevron Corporation (CVX) 7.2 $34M 281k 120.51
iShares Lehman MBS Bond Fund (MBB) 5.7 $27M 248k 108.06
iShares S&P 500 Growth Index (IVW) 5.3 $25M 131k 193.64
Pza etf (PZA) 5.3 $25M 943k 26.46
Consumer Discretionary SPDR (XLY) 4.5 $21M 168k 125.42
SPDR Barclays Capital Convertible SecETF (CWB) 4.1 $19M 350k 55.50
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 4.0 $19M 207k 91.33
iShares Russell Midcap Growth Idx. (IWP) 3.7 $17M 114k 152.58
iShares Dow Jones Select Dividend (DVY) 3.4 $16M 152k 105.66
Sch Us Mid-cap Etf etf (SCHM) 3.0 $14M 233k 60.15
Apple (AAPL) 2.5 $12M 40k 293.65
Microsoft Corporation (MSFT) 2.4 $12M 73k 157.71
Ishares Tr core intl aggr (IAGG) 2.4 $11M 206k 54.79
iShares S&P SmallCap 600 Index (IJR) 1.9 $8.8M 105k 83.85
SPDR S&P Emerging Markets (SPEM) 1.6 $7.5M 200k 37.59
First Trust DB Strateg Val Idx Fnd (FTCS) 1.6 $7.4M 122k 60.36
Amazon (AMZN) 1.3 $6.1M 3.3k 1847.89
iShares IBoxx $ Invest Grade Corp Bd (LQD) 1.2 $5.8M 46k 127.96
iShares S&P US Pref Stock Idx Fnd (PFF) 1.1 $5.1M 136k 37.59
iShares iBoxx $ High Yid Corp Bond (HYG) 0.9 $4.5M 51k 87.94
Adobe Systems Incorporated (ADBE) 0.9 $4.5M 14k 329.81
Ishares Tr usa min vo (USMV) 0.9 $4.4M 68k 65.60
Visa (V) 0.9 $4.2M 22k 187.90
UnitedHealth (UNH) 0.8 $3.8M 13k 293.95
Lam Research Corporation (LRCX) 0.7 $3.3M 12k 292.39
Facebook Inc cl a (META) 0.6 $3.0M 15k 205.22
Burlington Stores (BURL) 0.6 $2.7M 12k 228.02
Invesco Senior Loan Etf otr (BKLN) 0.6 $2.7M 119k 22.82
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.6 $2.6M 43k 62.27
Anthem (ELV) 0.6 $2.7M 8.8k 302.08
Abbott Laboratories (ABT) 0.6 $2.6M 30k 86.88
R1 Rcm 0.6 $2.6M 200k 12.98
iShares 10+ Year Credit Bond Fund ETF (IGLB) 0.5 $2.6M 38k 66.66
salesforce (CRM) 0.5 $2.5M 15k 162.67
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.5 $2.5M 22k 110.24
O'reilly Automotive (ORLY) 0.5 $2.4M 5.4k 438.19
Zoetis Inc Cl A (ZTS) 0.5 $2.4M 18k 132.38
Global Payments (GPN) 0.5 $2.2M 12k 182.53
WellCare Health Plans 0.4 $2.1M 6.3k 330.29
Ishares Tr core div grwth (DGRO) 0.4 $2.1M 50k 42.06
Hubspot (HUBS) 0.4 $2.1M 13k 158.47
Ross Stores (ROST) 0.4 $2.0M 18k 116.41
Ishares Tr fltg rate nt (FLOT) 0.4 $2.0M 40k 50.92
Ishares Tr Msci Usa Momentum Factor (MTUM) 0.4 $2.1M 16k 125.57
NVIDIA Corporation (NVDA) 0.4 $2.0M 8.5k 235.24
Paypal Holdings (PYPL) 0.4 $2.0M 19k 108.18
S&p Global (SPGI) 0.4 $2.0M 7.3k 273.11
Invesco Exchange Traded Fd T russel 200 gwt (SPGP) 0.4 $2.0M 32k 63.12
MasterCard Incorporated (MA) 0.4 $1.9M 6.4k 298.64
Autodesk (ADSK) 0.4 $1.9M 10k 183.48
Fidelity msci rl est etf (FREL) 0.4 $1.9M 68k 27.87
Fidelity msci utils index (FUTY) 0.4 $1.8M 43k 42.30
Alphabet Inc Class A cs (GOOGL) 0.4 $1.9M 1.4k 1339.12
Lockheed Martin Corporation (LMT) 0.4 $1.8M 4.6k 389.41
iShares Russell 3000 Growth Index (IUSG) 0.4 $1.8M 27k 67.65
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.4 $1.8M 28k 65.26
Ishares Tr eafe min volat (EFAV) 0.3 $1.7M 22k 74.56
iShares Barclays TIPS Bond Fund (TIP) 0.3 $1.5M 13k 116.60
Verizon Communications (VZ) 0.3 $1.5M 24k 61.39
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.3 $1.5M 45k 33.57
Broadcom (AVGO) 0.3 $1.5M 4.8k 316.12
Ishares Msci Usa Quality Facto invalid (QUAL) 0.3 $1.5M 15k 100.97
Ishares High Dividend Equity F (HDV) 0.3 $1.4M 14k 98.05
Equinix (EQIX) 0.3 $1.4M 2.5k 583.54
Ishares Inc core msci emkt (IEMG) 0.3 $1.3M 25k 53.78
Fidelity National Information Services (FIS) 0.3 $1.3M 9.1k 139.14
CoStar (CSGP) 0.3 $1.3M 2.2k 598.16
Goldman Sachs Etf Tr activebeta int (GSIE) 0.3 $1.2M 40k 30.25
Spdr S&p 500 Etf (SPY) 0.2 $1.2M 3.6k 321.83
Netflix (NFLX) 0.2 $1.2M 3.6k 323.64
iShares Lehman Aggregate Bond (AGG) 0.2 $1.2M 10k 112.38
Servicenow (NOW) 0.2 $1.2M 4.2k 282.35
Ishares Tr intl dev ql fc (IQLT) 0.2 $1.2M 36k 32.29
Advanced Micro Devices (AMD) 0.2 $1.1M 25k 45.86
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) 0.2 $1.1M 16k 72.08
JPMorgan Chase & Co. (JPM) 0.2 $1.1M 7.7k 139.45
Coca-Cola Company (KO) 0.2 $1.1M 20k 55.35
Johnson & Johnson (JNJ) 0.2 $1.1M 7.3k 145.91
iShares S&P MidCap 400 Index (IJH) 0.2 $1.1M 5.2k 205.91
Merck & Co (MRK) 0.2 $1.1M 12k 90.94
Walt Disney Company (DIS) 0.2 $980k 6.8k 144.65
Union Pacific Corporation (UNP) 0.2 $1.0M 5.5k 180.77
Nextera Energy (NEE) 0.2 $999k 4.1k 242.12
Target Corporation (TGT) 0.2 $966k 7.5k 128.27
Legg Mason Etf Invt Tr fund (CACG) 0.2 $963k 28k 34.47
Comcast Corporation (CMCSA) 0.2 $916k 20k 44.98
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.2 $897k 18k 50.27
IAC/InterActive 0.2 $871k 3.5k 249.21
Martin Marietta Materials (MLM) 0.2 $833k 3.0k 279.62
iShares S&P 500 Value Index (IVE) 0.2 $873k 6.7k 130.12
iShares S&P 1500 Index Fund (ITOT) 0.2 $836k 12k 72.69
Automatic Data Processing (ADP) 0.2 $791k 4.6k 170.40
TransDigm Group Incorporated (TDG) 0.2 $804k 1.4k 560.28
Charter Communications Inc New Cl A cl a (CHTR) 0.2 $823k 1.7k 484.97
Home Depot (HD) 0.2 $779k 3.6k 218.45
Align Technology (ALGN) 0.2 $756k 2.7k 279.07
Deere & Company (DE) 0.1 $711k 4.1k 173.33
American Tower Reit (AMT) 0.1 $708k 3.1k 229.87
Goldman Sachs Etf Tr treasuryaccess (GBIL) 0.1 $693k 6.9k 100.16
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.1 $668k 12k 58.02
Market Vectors Etf High Yield Muni Index etf (HYD) 0.1 $645k 10k 64.00
Cisco Systems (CSCO) 0.1 $626k 13k 47.97
Darden Restaurants (DRI) 0.1 $594k 5.5k 108.93
TJX Companies (TJX) 0.1 $595k 9.8k 61.01
Workday Inc cl a (WDAY) 0.1 $636k 3.9k 164.51
Vanguard S&p 500 Etf idx (VOO) 0.1 $609k 2.1k 295.92
Vericel (VCEL) 0.1 $626k 36k 17.40
Ishares Tr conv bd etf (ICVT) 0.1 $617k 9.8k 62.69
Wisdomtree Tr brclys us aggr (AGGY) 0.1 $617k 12k 52.26
American Express Company (AXP) 0.1 $583k 4.7k 124.44
Wal-Mart Stores (WMT) 0.1 $581k 4.9k 118.94
FirstEnergy (FE) 0.1 $550k 11k 48.60
Intel Corporation (INTC) 0.1 $558k 9.3k 59.81
iShares Russell 1000 Value Index (IWD) 0.1 $586k 4.3k 136.37
Qualcomm (QCOM) 0.1 $567k 6.4k 88.25
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) 0.1 $561k 10k 55.59
Avalara 0.1 $561k 7.7k 73.24
Arthur J. Gallagher & Co. (AJG) 0.1 $528k 5.5k 95.22
McDonald's Corporation (MCD) 0.1 $536k 2.7k 197.57
Waste Management (WM) 0.1 $503k 4.4k 114.03
iShares MSCI EAFE Index Fund (EFA) 0.1 $502k 7.2k 69.40
First Trust Value Line Dividend Indx Fnd (FVD) 0.1 $502k 14k 36.05
Spdr Tr russell 1000 lowvol (LGLV) 0.1 $526k 4.6k 114.15
Alphabet Inc Class C cs (GOOG) 0.1 $521k 390.00 1335.90
Cincinnati Financial Corporation (CINF) 0.1 $468k 4.5k 105.14
Honeywell International (HON) 0.1 $485k 2.7k 176.88
Procter & Gamble Company (PG) 0.1 $473k 3.8k 124.90
iShares S&P 500 Index (IVV) 0.1 $478k 1.5k 323.19
CF Industries Holdings (CF) 0.1 $470k 9.8k 47.75
Ares Capital Corporation (ARCC) 0.1 $456k 24k 18.66
National Retail Properties (NNN) 0.1 $484k 9.0k 53.65
Liberty Property Trust 0.1 $455k 7.6k 59.99
Nmi Hldgs Inc cl a (NMIH) 0.1 $490k 15k 33.17
Crown Castle Intl (CCI) 0.1 $474k 3.3k 142.21
Lamar Advertising Co-a (LAMR) 0.1 $471k 5.3k 89.27
Ishares Tr edge us fixd inm (FIBR) 0.1 $462k 4.5k 102.01
Invesco Qqq Trust Series 1 (QQQ) 0.1 $456k 2.1k 212.79
At&t (T) 0.1 $417k 11k 39.11
Paychex (PAYX) 0.1 $429k 5.0k 84.98
Mid-America Apartment (MAA) 0.1 $444k 3.4k 131.79
New York Community Ban (NYCB) 0.1 $443k 37k 12.03
Xcel Energy (XEL) 0.1 $447k 7.0k 63.49
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.1 $426k 3.7k 113.93
Citigroup (C) 0.1 $409k 5.1k 79.82
Planet Fitness Inc-cl A (PLNT) 0.1 $441k 5.9k 74.72
Avangrid (AGR) 0.1 $432k 8.4k 51.17
J P Morgan Exchange Traded F ultra shrt (JPST) 0.1 $418k 8.3k 50.38
Pgx etf (PGX) 0.1 $432k 29k 15.02
Linde 0.1 $430k 2.0k 212.98
Hartford Financial Services (HIG) 0.1 $371k 6.1k 60.83
Berkshire Hathaway (BRK.B) 0.1 $401k 1.8k 226.30
Pfizer (PFE) 0.1 $362k 9.2k 39.14
Dominion Resources (D) 0.1 $394k 4.8k 82.88
Unilever (UL) 0.1 $400k 7.0k 57.18
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 0.1 $360k 5.9k 61.23
Ishares Inc ctr wld minvl (ACWV) 0.1 $373k 3.9k 95.96
Wp Carey (WPC) 0.1 $375k 4.7k 80.09
Invesco Exchange Traded Fd T gbl listed pvt 0.1 $373k 29k 12.79
Northrop Grumman Corporation (NOC) 0.1 $336k 978.00 343.56
Royal Dutch Shell 0.1 $340k 5.8k 58.95
Starbucks Corporation (SBUX) 0.1 $335k 3.8k 88.00
iShares Russell 1000 Growth Index (IWF) 0.1 $354k 2.0k 175.86
Talend S A ads 0.1 $345k 8.8k 39.15
Alteryx (AYX) 0.1 $338k 3.4k 99.94
Spdr Ser Tr 1 3 hgh yield (BIL) 0.1 $345k 3.8k 91.51
Wisdomtree Tr intk mltifactr (DWMF) 0.1 $323k 13k 25.62
Lowe's Companies (LOW) 0.1 $295k 2.5k 119.63
CenterPoint Energy (CNP) 0.1 $275k 10k 27.28
Vanguard Dividend Appreciation ETF (VIG) 0.1 $271k 2.2k 124.54
WisdomTree Europe SmallCap Div (DFE) 0.1 $306k 4.7k 65.33
Ishares Inc em mkt min vol (EEMV) 0.1 $261k 4.4k 58.68
Eaton (ETN) 0.1 $306k 3.2k 94.80
Ishares Tr hdg msci eafe (HEFA) 0.1 $292k 9.6k 30.50
Healthcare Tr Amer Inc cl a 0.1 $261k 8.6k 30.29
Eversource Energy (ES) 0.1 $265k 3.1k 85.10
Rdiv etf (RDIV) 0.1 $278k 7.1k 39.39
Truist Financial Corp equities (TFC) 0.1 $263k 4.7k 56.38
Bank of America Corporation (BAC) 0.1 $219k 6.2k 35.23
Sonoco Products Company (SON) 0.1 $248k 4.0k 61.66
Prudential Financial (PRU) 0.1 $254k 2.7k 93.83
Bce (BCE) 0.1 $230k 5.0k 46.27
iShares Russell 2000 Index (IWM) 0.1 $227k 1.4k 165.57
Vanguard Europe Pacific ETF (VEA) 0.1 $238k 5.4k 43.98
Invesco Municipal Income Opp Trust (OIA) 0.1 $231k 29k 7.91
SPDR S&P World ex-US (SPDW) 0.1 $239k 7.6k 31.34
Wisdomtree Tr intl hedge eqt (HEDJ) 0.1 $221k 3.1k 70.70
Epr Properties (EPR) 0.1 $234k 3.3k 70.52
Invitae (NVTA) 0.1 $223k 14k 16.10
Welltower Inc Com reit (WELL) 0.1 $243k 3.0k 81.65
Mkt Vectors Short H/y Mun Inde ef (SHYD) 0.1 $237k 9.4k 25.21
L3harris Technologies (LHX) 0.1 $218k 1.1k 197.46
Huntington Bancshares Incorporated (HBAN) 0.0 $195k 13k 15.11
Philip Morris International (PM) 0.0 $207k 2.4k 85.12
Intevac (IVAC) 0.0 $177k 25k 7.08
BlackRock MuniYield Investment Fund 0.0 $166k 12k 14.13
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG) 0.0 $207k 1.6k 126.99