Insight Wealth Strategies as of Dec. 31, 2020
Portfolio Holdings for Insight Wealth Strategies
Insight Wealth Strategies holds 220 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 5.4 | $32M | 383k | 82.79 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 5.0 | $29M | 212k | 138.13 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 5.0 | $29M | 760k | 38.51 | |
| Chevron Corporation (CVX) | 4.5 | $27M | 313k | 84.45 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 4.3 | $26M | 293k | 87.30 | |
| Ishares Tr Mbs Etf (MBB) | 4.2 | $25M | 227k | 110.13 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 4.1 | $24M | 203k | 119.95 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 4.1 | $24M | 479k | 50.72 | |
| Ishares Tr Tips Bd Etf (TIP) | 3.7 | $22M | 171k | 127.65 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 3.3 | $20M | 121k | 161.29 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 3.3 | $19M | 286k | 67.88 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.2 | $19M | 164k | 116.21 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 3.1 | $19M | 209k | 88.69 | |
| Ishares Tr Msci Intl Qualty (IQLT) | 3.0 | $18M | 500k | 35.66 | |
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 3.0 | $18M | 555k | 31.90 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 3.0 | $18M | 215k | 81.39 | |
| Ishares Tr Msci Eafe Min Vl (EFAV) | 2.8 | $17M | 226k | 73.41 | |
| Ishares Core Msci Emkt (IEMG) | 2.1 | $12M | 200k | 62.04 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $9.7M | 106k | 91.90 | |
| Microsoft Corporation (MSFT) | 1.6 | $9.2M | 42k | 222.43 | |
| Apple (AAPL) | 1.6 | $9.2M | 69k | 132.70 | |
| Amazon (AMZN) | 0.8 | $4.8M | 1.5k | 3257.09 | |
| Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) | 0.7 | $4.1M | 67k | 61.55 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $4.1M | 8.1k | 500.12 | |
| Ishares Tr National Mun Etf (MUB) | 0.7 | $4.0M | 34k | 117.21 | |
| Ishares Tr Intl Trea Bd Etf (IGOV) | 0.6 | $3.4M | 62k | 55.63 | |
| Visa Com Cl A (V) | 0.6 | $3.4M | 16k | 218.74 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.6 | $3.4M | 47k | 73.02 | |
| Lam Research Corporation (LRCX) | 0.5 | $3.2M | 6.7k | 472.20 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.8M | 1.6k | 1752.83 | |
| Paypal Holdings (PYPL) | 0.4 | $2.5M | 11k | 234.21 | |
| R1 Rcm | 0.4 | $2.4M | 99k | 24.02 | |
| Zoetis Cl A (ZTS) | 0.4 | $2.3M | 14k | 165.51 | |
| NVIDIA Corporation (NVDA) | 0.4 | $2.2M | 4.3k | 522.18 | |
| Ross Stores (ROST) | 0.4 | $2.2M | 18k | 122.82 | |
| Autodesk (ADSK) | 0.4 | $2.2M | 7.1k | 305.41 | |
| salesforce (CRM) | 0.4 | $2.1M | 9.6k | 222.58 | |
| Hubspot (HUBS) | 0.3 | $2.0M | 5.1k | 396.49 | |
| Fortinet (FTNT) | 0.3 | $1.9M | 13k | 148.51 | |
| Electronic Arts (EA) | 0.3 | $1.9M | 13k | 143.58 | |
| Mimecast Ord Shs | 0.3 | $1.9M | 33k | 56.83 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.8M | 28k | 63.81 | |
| Qualys (QLYS) | 0.3 | $1.8M | 15k | 121.84 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.8M | 4.9k | 356.90 | |
| Pagseguro Digital Com Cl A (PAGS) | 0.3 | $1.8M | 31k | 56.89 | |
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.3 | $1.8M | 31k | 56.74 | |
| Broadcom (AVGO) | 0.3 | $1.7M | 3.9k | 437.77 | |
| S&p Global (SPGI) | 0.3 | $1.7M | 5.1k | 328.73 | |
| Koninklijke Philips N V Ny Reg Sh New (PHG) | 0.3 | $1.7M | 31k | 54.17 | |
| Paycom Software (PAYC) | 0.3 | $1.6M | 3.6k | 452.30 | |
| Rh (RH) | 0.3 | $1.6M | 3.6k | 447.65 | |
| Netflix (NFLX) | 0.3 | $1.6M | 2.9k | 540.68 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.5M | 4.0k | 375.34 | |
| Servicenow (NOW) | 0.3 | $1.5M | 2.7k | 550.48 | |
| Advanced Micro Devices (AMD) | 0.3 | $1.5M | 16k | 91.69 | |
| O'reilly Automotive (ORLY) | 0.2 | $1.5M | 3.3k | 452.53 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.5M | 6.4k | 229.86 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $1.4M | 17k | 86.04 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.4M | 14k | 100.88 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $1.4M | 4.0k | 354.82 | |
| Wisdomtree Tr 90/60 Balnced Fd (NTSX) | 0.2 | $1.4M | 38k | 36.60 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.4M | 19k | 72.96 | |
| CoStar (CSGP) | 0.2 | $1.3M | 1.5k | 924.35 | |
| Ameresco Cl A (AMRC) | 0.2 | $1.3M | 25k | 52.22 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $1.2M | 17k | 68.33 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.2M | 14k | 86.21 | |
| Equinix (EQIX) | 0.2 | $1.2M | 1.6k | 714.55 | |
| Verizon Communications (VZ) | 0.2 | $1.1M | 19k | 58.76 | |
| Sonos (SONO) | 0.2 | $1.1M | 46k | 23.39 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $1.0M | 1.7k | 618.96 | |
| Walt Disney Company (DIS) | 0.2 | $1.0M | 5.7k | 181.20 | |
| Target Corporation (TGT) | 0.2 | $1.0M | 5.7k | 176.47 | |
| Centene Corporation (CNC) | 0.2 | $1.0M | 17k | 60.04 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $967k | 7.6k | 127.09 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $941k | 18k | 52.40 | |
| Align Technology (ALGN) | 0.2 | $921k | 1.7k | 534.22 | |
| Coca-Cola Company (KO) | 0.2 | $919k | 17k | 54.85 | |
| Insperity (NSP) | 0.2 | $902k | 11k | 81.44 | |
| Deere & Company (DE) | 0.2 | $901k | 3.3k | 269.04 | |
| Wal-Mart Stores (WMT) | 0.2 | $889k | 6.2k | 144.11 | |
| Home Depot (HD) | 0.1 | $869k | 3.3k | 265.75 | |
| Johnson & Johnson (JNJ) | 0.1 | $854k | 5.4k | 157.30 | |
| Martin Marietta Materials (MLM) | 0.1 | $849k | 3.0k | 283.95 | |
| Nextera Energy (NEE) | 0.1 | $843k | 11k | 77.16 | |
| Facebook Cl A (META) | 0.1 | $840k | 3.1k | 273.17 | |
| Ishares Tr Core Msci Pac (IPAC) | 0.1 | $833k | 13k | 64.41 | |
| UnitedHealth (UNH) | 0.1 | $820k | 2.3k | 350.73 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $805k | 16k | 50.81 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $798k | 12k | 69.11 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $794k | 9.2k | 86.32 | |
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $791k | 1.2k | 661.92 | |
| Match Group (MTCH) | 0.1 | $762k | 5.0k | 151.16 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $731k | 2.0k | 373.72 | |
| Merck & Co (MRK) | 0.1 | $723k | 8.8k | 81.81 | |
| Qualcomm (QCOM) | 0.1 | $720k | 4.7k | 152.22 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $706k | 26k | 27.23 | |
| Workday Cl A (WDAY) | 0.1 | $705k | 2.9k | 239.47 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $687k | 15k | 44.83 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $679k | 5.5k | 123.63 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $654k | 7.9k | 82.89 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $648k | 2.8k | 231.93 | |
| Tesla Motors (TSLA) | 0.1 | $614k | 870.00 | 705.75 | |
| McDonald's Corporation (MCD) | 0.1 | $605k | 2.8k | 214.54 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $598k | 5.1k | 118.16 | |
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $589k | 11k | 53.73 | |
| Starbucks Corporation (SBUX) | 0.1 | $580k | 5.4k | 107.07 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $563k | 5.9k | 96.12 | |
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $543k | 14k | 39.64 | |
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $538k | 5.6k | 96.48 | |
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.1 | $526k | 11k | 50.16 | |
| Automatic Data Processing (ADP) | 0.1 | $525k | 3.0k | 176.12 | |
| Waste Management (WM) | 0.1 | $525k | 4.5k | 117.92 | |
| Cisco Systems (CSCO) | 0.1 | $524k | 12k | 44.76 | |
| Iac Interactive Ord | 0.1 | $508k | 2.7k | 189.41 | |
| Paychex (PAYX) | 0.1 | $488k | 5.2k | 93.22 | |
| Fidelity National Information Services (FIS) | 0.1 | $481k | 3.4k | 141.35 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $473k | 11k | 43.94 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $462k | 947.00 | 487.86 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $460k | 9.1k | 50.53 | |
| Darden Restaurants (DRI) | 0.1 | $460k | 3.9k | 119.17 | |
| Hartford Financial Services (HIG) | 0.1 | $443k | 9.0k | 49.02 | |
| Union Pacific Corporation (UNP) | 0.1 | $432k | 2.1k | 208.39 | |
| Lowe's Companies (LOW) | 0.1 | $426k | 2.7k | 160.33 | |
| Crown Castle Intl (CCI) | 0.1 | $425k | 2.7k | 159.00 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $425k | 28k | 15.25 | |
| Prologis (PLD) | 0.1 | $423k | 4.2k | 99.60 | |
| Procter & Gamble Company (PG) | 0.1 | $419k | 3.0k | 139.02 | |
| Intel Corporation (INTC) | 0.1 | $413k | 8.3k | 49.80 | |
| Unilever Spon Adr New (UL) | 0.1 | $406k | 6.7k | 60.43 | |
| Bristol Myers Squibb (BMY) | 0.1 | $406k | 6.5k | 62.02 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $402k | 1.7k | 241.44 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $397k | 9.5k | 41.95 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $397k | 1.3k | 304.68 | |
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $397k | 4.6k | 86.89 | |
| American Express Company (AXP) | 0.1 | $388k | 3.2k | 120.80 | |
| Invesco Municipal Income Opp Trust (OIA) | 0.1 | $375k | 48k | 7.88 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $372k | 6.9k | 54.03 | |
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $370k | 14k | 27.11 | |
| Pepsi (PEP) | 0.1 | $369k | 2.5k | 148.43 | |
| TJX Companies (TJX) | 0.1 | $365k | 5.3k | 68.26 | |
| Synchrony Financial (SYF) | 0.1 | $361k | 10k | 34.70 | |
| International Business Machines (IBM) | 0.1 | $359k | 2.9k | 125.96 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $356k | 1.0k | 343.96 | |
| FirstEnergy (FE) | 0.1 | $356k | 12k | 30.59 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $349k | 1.1k | 313.85 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $349k | 2.6k | 133.00 | |
| Westrock (WRK) | 0.1 | $346k | 7.9k | 43.58 | |
| Mid-America Apartment (MAA) | 0.1 | $343k | 2.7k | 126.66 | |
| Honeywell International (HON) | 0.1 | $341k | 1.6k | 212.73 | |
| Ishares Tr U.s. Fixed Incme (FIBR) | 0.1 | $340k | 3.3k | 102.72 | |
| At&t (T) | 0.1 | $339k | 12k | 28.76 | |
| Dominion Resources (D) | 0.1 | $338k | 4.5k | 75.19 | |
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $331k | 1.1k | 299.82 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $330k | 3.8k | 87.65 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $329k | 1.3k | 260.90 | |
| Wisdomtree Tr Intk Mltifactr (DWMF) | 0.1 | $329k | 13k | 24.71 | |
| Avangrid (AGR) | 0.1 | $323k | 7.1k | 45.44 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $317k | 3.3k | 96.91 | |
| General Mills (GIS) | 0.1 | $316k | 5.4k | 58.86 | |
| Costco Wholesale Corporation (COST) | 0.1 | $315k | 837.00 | 376.34 | |
| Hca Holdings (HCA) | 0.1 | $315k | 1.9k | 164.58 | |
| CF Industries Holdings (CF) | 0.1 | $314k | 8.1k | 38.72 | |
| New York Community Ban (NYCB) | 0.1 | $314k | 30k | 10.53 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $312k | 3.0k | 102.56 | |
| Pfizer (PFE) | 0.1 | $309k | 8.4k | 36.77 | |
| American Tower Reit (AMT) | 0.1 | $307k | 1.4k | 224.25 | |
| Citigroup Com New (C) | 0.1 | $302k | 4.9k | 61.58 | |
| Anthem (ELV) | 0.0 | $293k | 913.00 | 320.92 | |
| Keysight Technologies (KEYS) | 0.0 | $290k | 2.2k | 132.06 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $290k | 623.00 | 465.49 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $288k | 2.2k | 128.17 | |
| Linde SHS | 0.0 | $288k | 1.1k | 263.98 | |
| Nike CL B (NKE) | 0.0 | $286k | 2.0k | 141.44 | |
| American Electric Power Company (AEP) | 0.0 | $285k | 3.4k | 83.14 | |
| Xcel Energy (XEL) | 0.0 | $283k | 4.2k | 66.65 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $280k | 3.2k | 87.34 | |
| First Tr Value Line Divid In SHS (FVD) | 0.0 | $280k | 8.0k | 35.03 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $278k | 1.1k | 253.65 | |
| Emerson Electric (EMR) | 0.0 | $274k | 3.4k | 80.40 | |
| National Retail Properties (NNN) | 0.0 | $268k | 6.5k | 40.97 | |
| Roper Industries (ROP) | 0.0 | $265k | 614.00 | 431.60 | |
| Clorox Company (CLX) | 0.0 | $263k | 1.3k | 202.15 | |
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $263k | 4.6k | 56.66 | |
| Sonoco Products Company (SON) | 0.0 | $262k | 4.4k | 59.16 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $261k | 8.6k | 30.49 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $261k | 2.8k | 91.68 | |
| Goosehead Ins Com Cl A (GSHD) | 0.0 | $256k | 2.1k | 124.82 | |
| Eversource Energy (ES) | 0.0 | $256k | 3.0k | 86.43 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $255k | 2.6k | 97.25 | |
| American Water Works (AWK) | 0.0 | $254k | 1.7k | 153.75 | |
| Southern Company (SO) | 0.0 | $253k | 4.1k | 61.44 | |
| CVS Caremark Corporation (CVS) | 0.0 | $251k | 3.7k | 68.32 | |
| L3harris Technologies (LHX) | 0.0 | $250k | 1.3k | 189.25 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $248k | 11k | 22.26 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $245k | 5.4k | 45.45 | |
| Healthcare Tr Amer Cl A New | 0.0 | $239k | 8.7k | 27.56 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $235k | 4.3k | 55.09 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $234k | 1.5k | 157.47 | |
| Bce Com New (BCE) | 0.0 | $233k | 5.5k | 42.75 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $232k | 2.9k | 79.94 | |
| Colgate-Palmolive Company (CL) | 0.0 | $230k | 2.7k | 85.63 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $230k | 1.4k | 160.95 | |
| Danaher Corporation (DHR) | 0.0 | $230k | 1.0k | 221.79 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $229k | 699.00 | 327.61 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $226k | 4.8k | 47.25 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $226k | 1.7k | 136.89 | |
| Essex Property Trust (ESS) | 0.0 | $223k | 938.00 | 237.74 | |
| BlackRock MuniYield Investment Fund | 0.0 | $223k | 16k | 13.98 | |
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $218k | 4.4k | 49.51 | |
| Trane Technologies SHS (TT) | 0.0 | $213k | 1.5k | 144.90 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.0 | $213k | 3.2k | 66.23 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $212k | 2.0k | 104.28 | |
| Activision Blizzard | 0.0 | $212k | 2.3k | 92.82 | |
| Edwards Lifesciences (EW) | 0.0 | $211k | 2.3k | 91.14 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $210k | 435.00 | 482.76 | |
| Philip Morris International (PM) | 0.0 | $206k | 2.5k | 82.93 | |
| Tyler Technologies (TYL) | 0.0 | $205k | 470.00 | 436.17 | |
| Ishares Tr Yld Optim Bd (BYLD) | 0.0 | $204k | 7.9k | 25.82 | |
| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.0 | $200k | 5.9k | 33.75 | |
| Intevac (IVAC) | 0.0 | $108k | 15k | 7.20 |
