Insight Wealth Strategies

Insight Wealth Strategies as of March 31, 2020

Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 150 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Lehman 7-10 Yr Treas. Bond (IEF) 7.9 $30M 245k 121.48
iShares IBoxx $ Invest Grade Corp Bd (LQD) 7.4 $28M 225k 123.51
iShares Lehman MBS Bond Fund (MBB) 7.2 $27M 244k 110.44
iShares Barclays TIPS Bond Fund (TIP) 7.0 $26M 221k 117.92
Ishares Tr fltg rate nt (FLOT) 6.6 $25M 509k 48.74
iShares S&P US Pref Stock Idx Fnd (PFF) 6.2 $23M 732k 31.84
Chevron Corporation (CVX) 5.4 $21M 282k 72.46
Ishares Tr usa min vo (USMV) 3.3 $13M 231k 54.01
iShares Russell 3000 Growth Index (IUSG) 3.0 $11M 198k 57.09
SPDR Barclays Capital Convertible SecETF (CWB) 2.9 $11M 227k 47.86
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) 2.8 $11M 182k 58.32
Ishares Tr Msci Usa Momentum Factor (MTUM) 2.8 $11M 99k 106.48
Ishares Tr eafe min volat (EFAV) 2.7 $10M 165k 62.05
Ishares Msci Usa Quality Facto invalid (QUAL) 2.7 $10M 126k 81.04
Ishares Tr intl dev ql fc (IQLT) 2.6 $9.7M 374k 25.85
Goldman Sachs Etf Tr activebeta int (GSIE) 2.5 $9.5M 411k 23.06
iShares iBoxx $ High Yid Corp Bond (HYG) 2.0 $7.7M 99k 77.07
Ishares Inc core msci emkt (IEMG) 1.5 $5.8M 143k 40.47
iShares S&P SmallCap 600 Index (IJR) 1.2 $4.7M 83k 56.11
Microsoft Corporation (MSFT) 1.2 $4.5M 29k 157.72
Apple (AAPL) 1.2 $4.4M 18k 254.27
Amazon (AMZN) 0.8 $2.8M 1.4k 1949.41
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.7 $2.8M 25k 112.99
iShares 10+ Year Credit Bond Fund ETF (IGLB) 0.7 $2.7M 42k 63.62
iShares Barclays Agency Bond Fund (AGZ) 0.5 $1.9M 16k 120.57
Adobe Systems Incorporated (ADBE) 0.4 $1.6M 4.9k 318.23
Ishares Tr core div grwth (DGRO) 0.4 $1.5M 47k 32.60
Market Vectors Etf High Yield Muni Index etf (HYD) 0.4 $1.5M 29k 52.26
Visa (V) 0.4 $1.4M 8.9k 161.11
iShares S&P 500 Growth Index (IVW) 0.4 $1.4M 8.4k 165.05
UnitedHealth (UNH) 0.3 $1.2M 4.8k 249.32
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.3 $1.2M 27k 44.85
Fidelity msci utils index (FUTY) 0.3 $1.2M 33k 35.92
Lam Research Corporation 0.3 $1.1M 4.7k 239.97
Facebook Inc cl a (META) 0.3 $1.0M 6.3k 166.77
Lockheed Martin Corporation (LMT) 0.2 $934k 2.8k 339.02
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.2 $931k 41k 22.61
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.2 $938k 19k 49.88
Alphabet Inc Class A cs (GOOGL) 0.2 $937k 806.00 1162.53
First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) 0.2 $884k 16k 54.07
Verizon Communications (VZ) 0.2 $881k 16k 53.70
salesforce (CRM) 0.2 $811k 5.6k 144.05
NVIDIA Corporation (NVDA) 0.2 $799k 3.0k 263.70
iShares Dow Jones Select Dividend (DVY) 0.2 $774k 11k 73.57
iShares S&P 1500 Index Fund (ITOT) 0.2 $792k 14k 57.18
iShares S&P MidCap 400 Index (IJH) 0.2 $751k 5.2k 143.92
iShares S&P Europe 350 Index (IEV) 0.2 $756k 21k 35.33
Zoetis Inc Cl A (ZTS) 0.2 $745k 6.3k 117.62
Anthem (ELV) 0.2 $758k 3.3k 226.88
Paypal Holdings (PYPL) 0.2 $748k 7.8k 95.76
Netflix (NFLX) 0.2 $696k 1.9k 375.40
Coca-Cola Company (KO) 0.2 $676k 15k 44.28
Spdr S&p 500 Etf (SPY) 0.2 $695k 2.7k 257.88
iShares S&P 500 Value Index (IVE) 0.2 $677k 7.0k 96.30
R1 Rcm 0.2 $689k 76k 9.09
Global Payments (GPN) 0.2 $629k 4.4k 144.17
Merck & Co (MRK) 0.2 $625k 8.1k 76.94
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.2 $653k 14k 48.46
Burlington Stores (BURL) 0.2 $629k 4.0k 158.40
S&p Global (SPGI) 0.2 $641k 2.6k 245.03
Pza etf (PZA) 0.2 $653k 25k 25.79
Home Depot (HD) 0.2 $588k 3.2k 186.67
Autodesk (ADSK) 0.2 $597k 3.8k 156.08
Ross Stores (ROST) 0.1 $560k 6.4k 87.04
Hubspot (HUBS) 0.1 $571k 4.3k 133.22
Equinix (EQIX) 0.1 $558k 893.00 624.86
Wisdomtree Tr brclys us aggr (AGGY) 0.1 $567k 11k 51.63
MasterCard Incorporated (MA) 0.1 $523k 2.2k 241.35
Johnson & Johnson (JNJ) 0.1 $539k 4.1k 131.24
Intel Corporation (INTC) 0.1 $528k 9.7k 54.17
Nextera Energy (NEE) 0.1 $534k 2.2k 240.65
CoStar (CSGP) 0.1 $533k 908.00 587.00
Centene Corporation (CNC) 0.1 $508k 8.5k 59.46
O'reilly Automotive (ORLY) 0.1 $543k 1.8k 300.83
Crown Castle Intl (CCI) 0.1 $510k 3.5k 144.39
Berkshire Hathaway (BRK.B) 0.1 $473k 2.6k 182.91
Wal-Mart Stores (WMT) 0.1 $475k 4.2k 113.69
Wisdomtree Tr 90/60 balnced (NTSX) 0.1 $477k 19k 25.75
Procter & Gamble Company (PG) 0.1 $452k 4.1k 110.11
TJX Companies (TJX) 0.1 $468k 9.8k 47.81
Xcel Energy (XEL) 0.1 $454k 7.5k 60.30
Advanced Micro Devices (AMD) 0.1 $459k 10k 45.53
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.1 $434k 5.0k 87.18
Prologis (PLD) 0.1 $443k 5.5k 80.33
Servicenow (NOW) 0.1 $469k 1.6k 286.32
Broadcom (AVGO) 0.1 $459k 1.9k 236.96
Comcast Corporation (CMCSA) 0.1 $419k 12k 34.41
JPMorgan Chase & Co. (JPM) 0.1 $431k 4.8k 90.02
Walt Disney Company (DIS) 0.1 $403k 4.2k 96.64
Dominion Resources (D) 0.1 $401k 5.6k 72.25
Avangrid 0.1 $406k 9.3k 43.75
Pgx etf (PGX) 0.1 $420k 32k 13.16
Fidelity National Information Services (FIS) 0.1 $389k 3.2k 121.79
At&t (T) 0.1 $362k 12k 29.13
Mid-America Apartment (MAA) 0.1 $380k 3.7k 103.12
Target Corporation (TGT) 0.1 $369k 4.0k 93.04
iShares MSCI EAFE Index Fund (EFA) 0.1 $375k 7.0k 53.49
Unilever (UL) 0.1 $379k 7.5k 50.54
iShares Lehman Aggregate Bond (AGG) 0.1 $384k 3.3k 115.25
SPDR S&P Emerging Markets (SPEM) 0.1 $360k 13k 28.46
Fidelity msci rl est etf (FREL) 0.1 $362k 17k 20.79
Ishares Tr conv bd etf (ICVT) 0.1 $390k 7.2k 54.34
J P Morgan Exchange Traded F ultra shrt (JPST) 0.1 $363k 7.3k 49.73
Pfizer (PFE) 0.1 $322k 9.9k 32.61
Paychex (PAYX) 0.1 $354k 5.6k 62.86
Cincinnati Financial Corporation (CINF) 0.1 $352k 4.7k 75.55
iShares Russell Midcap Growth Idx. (IWP) 0.1 $334k 2.7k 121.72
SPDR Barclays Capital Aggregate Bo (SPAB) 0.1 $320k 11k 30.23
Ishares Tr edge us fixd inm 0.1 $325k 3.3k 97.69
iShares Russell 1000 Value Index (IWD) 0.1 $303k 3.1k 99.28
iShares S&P 500 Index (IVV) 0.1 $284k 1.1k 258.42
National Retail Properties (NNN) 0.1 $301k 9.4k 32.17
iShares Russell 1000 Growth Index (IWF) 0.1 $288k 1.9k 150.47
Consumer Discretionary SPDR (XLY) 0.1 $289k 2.9k 98.23
First Trust Value Line Dividend Indx Fnd (FVD) 0.1 $284k 10k 27.69
Vanguard S&p 500 Etf idx (VOO) 0.1 $290k 1.2k 236.93
Ishares Tr core intl aggr (IAGG) 0.1 $298k 5.4k 54.71
Wisdomtree Tr intk mltifactr (DWMF) 0.1 $306k 15k 20.93
McDonald's Corporation (MCD) 0.1 $280k 1.7k 165.09
Automatic Data Processing (ADP) 0.1 $270k 2.0k 136.78
Royal Dutch Shell 0.1 $249k 7.1k 34.96
American Electric Power Company (AEP) 0.1 $263k 3.3k 79.84
Lowe's Companies (LOW) 0.1 $254k 3.0k 86.04
Sch Us Mid-cap Etf etf (SCHM) 0.1 $268k 6.4k 42.12
Ishares High Dividend Equity F (HDV) 0.1 $278k 3.9k 71.43
Eversource Energy (ES) 0.1 $262k 3.4k 78.12
Charter Communications Inc New Cl A cl a (CHTR) 0.1 $268k 615.00 435.77
Invesco Qqq Trust Series 1 (QQQ) 0.1 $266k 1.4k 190.27
Invesco Exchange Traded Fd T russel 200 gwt (SPGP) 0.1 $264k 5.9k 44.52
IAC/InterActive 0.1 $232k 1.3k 179.57
Martin Marietta Materials (MLM) 0.1 $216k 1.1k 189.14
Sonoco Products Company (SON) 0.1 $208k 4.5k 46.34
Union Pacific Corporation (UNP) 0.1 $243k 1.7k 140.95
CVS Caremark Corporation (CVS) 0.1 $208k 3.5k 59.41
Bce (BCE) 0.1 $228k 5.6k 40.85
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 0.1 $225k 3.7k 60.44
American Tower Reit (AMT) 0.1 $223k 1.0k 217.99
Duke Energy (DUK) 0.1 $208k 2.6k 80.81
Ishares Tr hdg msci eafe (HEFA) 0.1 $232k 9.6k 24.23
Alibaba Group Holding (BABA) 0.1 $229k 1.2k 194.56
Healthcare Tr Amer Inc cl a 0.1 $213k 8.8k 24.31
Mkt Vectors Short H/y Mun Inde ef (SHYD) 0.1 $213k 9.5k 22.48
American Express Company (AXP) 0.1 $203k 2.4k 85.73
Cisco Systems (CSCO) 0.1 $205k 5.2k 39.34
Deere & Company (DE) 0.1 $204k 1.5k 138.31
Invesco Municipal Income Opp Trust (OIA) 0.1 $202k 29k 6.89
New York Community Ban 0.0 $149k 16k 9.37
BlackRock MuniYield Investment Fund 0.0 $157k 12k 13.27
Intevac (IVAC) 0.0 $102k 25k 4.08
Vericel (VCEL) 0.0 $92k 10k 9.19