Insight Wealth Strategies

Insight Wealth Strategies as of Sept. 30, 2021

Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 186 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chevron Corporation (CVX) 4.8 $34M 333k 101.45
Ishares Tr Msci Usa Min Vol (USMV) 4.3 $31M 417k 73.50
Ishares Tr Msci Usa Mmentm (MTUM) 4.3 $30M 173k 175.60
Ishares Tr Msci Intl Qualty (IQLT) 4.1 $29M 761k 37.88
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 4.0 $29M 328k 87.23
Goldman Sachs Etf Tr Activebeta Int (GSIE) 4.0 $28M 826k 34.17
Ishares Tr Pfd And Incm Sec (PFF) 4.0 $28M 728k 38.81
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 3.9 $28M 329k 85.35
Ishares Tr Msci Eafe Min Vl (EFAV) 3.8 $27M 359k 75.34
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.5 $25M 190k 131.73
Ishares Tr Tips Bd Etf (TIP) 3.5 $25M 196k 127.69
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.5 $25M 285k 87.49
Ishares Tr Barclays 7 10 Yr (IEF) 3.3 $24M 207k 115.22
Ishares Tr Mbs Etf (MBB) 3.3 $24M 218k 108.14
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.3 $23M 174k 133.03
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.2 $23M 445k 50.84
Ishares Tr Core S&p Us Gwt (IUSG) 2.9 $21M 204k 102.41
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $15M 141k 109.19
Ishares Core Msci Emkt (IEMG) 1.9 $14M 220k 61.76
Ishares Tr Msci Usa Value (VLUE) 1.9 $13M 132k 100.70
Microsoft Corporation (MSFT) 1.7 $12M 42k 281.93
Apple (AAPL) 1.3 $9.0M 64k 141.50
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.6 $4.5M 43k 105.58
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $4.4M 40k 110.07
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $4.3M 44k 98.46
Vaneck Etf Trust High Yld Munietf (HYD) 0.6 $4.2M 67k 62.48
Lam Research Corporation (LRCX) 0.6 $3.9M 6.9k 569.11
Amazon (AMZN) 0.5 $3.7M 1.1k 3285.08
Visa Com Cl A (V) 0.5 $3.6M 16k 222.76
Ishares Tr Core S&p500 Etf (IVV) 0.5 $3.4M 7.9k 430.80
Ishares Tr National Mun Etf (MUB) 0.4 $3.0M 26k 116.15
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.9M 1.1k 2673.64
salesforce (CRM) 0.4 $2.6M 9.6k 271.21
NVIDIA Corporation (NVDA) 0.4 $2.6M 12k 207.13
Zoetis Cl A (ZTS) 0.4 $2.5M 13k 194.18
Ishares Tr Eafe Value Etf (EFV) 0.4 $2.5M 50k 50.85
Paypal Holdings (PYPL) 0.3 $2.5M 9.4k 260.18
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $2.5M 49k 50.45
Adobe Systems Incorporated (ADBE) 0.3 $2.4M 4.1k 575.84
Hubspot (HUBS) 0.3 $2.3M 3.5k 676.01
Fortinet (FTNT) 0.3 $2.3M 8.0k 292.02
S&p Global (SPGI) 0.3 $2.3M 5.3k 424.99
R1 Rcm 0.3 $2.2M 101k 22.01
Broadcom (AVGO) 0.3 $2.2M 4.6k 484.80
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $2.1M 20k 106.47
Nextera Energy (NEE) 0.3 $2.1M 26k 78.53
O'reilly Automotive (ORLY) 0.3 $2.0M 3.3k 610.96
Rh (RH) 0.3 $2.0M 3.0k 666.89
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $2.0M 76k 26.52
Equinix (EQIX) 0.3 $2.0M 2.5k 790.24
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.9M 26k 74.25
Centene Corporation (CNC) 0.3 $1.9M 31k 62.32
Ishares Tr Core Div Grwth (DGRO) 0.3 $1.9M 37k 50.25
Lockheed Martin Corporation (LMT) 0.3 $1.9M 5.4k 345.09
Ross Stores (ROST) 0.3 $1.9M 17k 108.85
Pagseguro Digital Com Cl A (PAGS) 0.3 $1.8M 36k 51.72
Pepsi (PEP) 0.3 $1.8M 12k 150.40
Johnson & Johnson (JNJ) 0.3 $1.8M 11k 161.48
Qualys (QLYS) 0.2 $1.7M 15k 111.29
Deere & Company (DE) 0.2 $1.7M 5.1k 335.04
Comcast Corp Cl A (CMCSA) 0.2 $1.7M 30k 55.94
Target Corporation (TGT) 0.2 $1.6M 7.2k 228.73
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.2 $1.6M 37k 44.44
UnitedHealth (UNH) 0.2 $1.6M 4.1k 390.89
NetApp (NTAP) 0.2 $1.6M 18k 89.73
Advanced Micro Devices (AMD) 0.2 $1.6M 15k 102.88
Servicenow (NOW) 0.2 $1.6M 2.5k 622.13
Mastercard Incorporated Cl A (MA) 0.2 $1.5M 4.4k 347.64
Netflix (NFLX) 0.2 $1.5M 2.5k 610.47
Diodes Incorporated (DIOD) 0.2 $1.5M 17k 90.57
Waste Management (WM) 0.2 $1.5M 9.9k 149.38
Ishares Tr Core Total Usd (IUSB) 0.2 $1.4M 27k 53.25
Ishares Tr Select Divid Etf (DVY) 0.2 $1.4M 12k 114.70
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $1.4M 14k 102.42
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $1.4M 24k 56.78
Walt Disney Company (DIS) 0.2 $1.3M 7.9k 169.14
CoStar (CSGP) 0.2 $1.3M 15k 86.04
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $1.3M 35k 37.33
Darden Restaurants (DRI) 0.2 $1.3M 8.5k 151.42
Rio Tinto Sponsored Adr (RIO) 0.2 $1.3M 19k 66.84
Home Depot (HD) 0.2 $1.3M 3.9k 328.26
Arthur J. Gallagher & Co. (AJG) 0.2 $1.2M 8.4k 148.69
JPMorgan Chase & Co. (JPM) 0.2 $1.2M 7.3k 163.62
Coca-Cola Company (KO) 0.2 $1.2M 22k 52.45
McDonald's Corporation (MCD) 0.2 $1.2M 4.8k 241.10
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.2 $1.1M 22k 51.04
Merck & Co (MRK) 0.2 $1.1M 15k 75.14
American Express Company (AXP) 0.2 $1.1M 6.7k 167.54
FirstEnergy (FE) 0.2 $1.1M 31k 35.61
American Tower Reit (AMT) 0.2 $1.1M 4.1k 265.28
Synchrony Financial (SYF) 0.2 $1.1M 22k 48.86
Wisdomtree Tr Us Efficient Cor (NTSX) 0.1 $1.1M 26k 40.75
Fidelity National Information Services (FIS) 0.1 $1.0M 8.6k 121.70
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.0M 13k 77.98
Intel Corporation (INTC) 0.1 $1.0M 19k 53.29
Qualcomm (QCOM) 0.1 $1.0M 8.0k 128.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.0M 2.4k 429.17
AmerisourceBergen (COR) 0.1 $1.0M 8.6k 119.48
Union Pacific Corporation (UNP) 0.1 $1.0M 5.2k 195.99
Ameresco Cl A (AMRC) 0.1 $1000k 17k 58.44
Electronic Arts (EA) 0.1 $989k 7.0k 142.20
TransDigm Group Incorporated (TDG) 0.1 $985k 1.6k 624.21
D.R. Horton (DHI) 0.1 $981k 12k 84.00
Progressive Corporation (PGR) 0.1 $962k 11k 90.35
CF Industries Holdings (CF) 0.1 $945k 17k 55.81
Charter Communications Inc N Cl A (CHTR) 0.1 $932k 1.3k 727.56
Cummins (CMI) 0.1 $929k 4.1k 224.50
Martin Marietta Materials (MLM) 0.1 $905k 2.7k 341.51
Abercrombie & Fitch Cl A (ANF) 0.1 $905k 24k 37.63
Westrock (WRK) 0.1 $902k 18k 49.82
Honeywell International (HON) 0.1 $891k 4.2k 212.29
Linde SHS 0.1 $886k 3.0k 293.47
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $881k 29k 30.40
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $880k 12k 73.93
New York Community Ban 0.1 $874k 68k 12.87
Sonos (SONO) 0.1 $864k 27k 32.37
Ishares Tr Global Finls Etf (IXG) 0.1 $858k 11k 78.44
Anthem (ELV) 0.1 $839k 2.3k 372.72
Ishares Tr Europe Etf (IEV) 0.1 $832k 16k 52.11
Align Technology (ALGN) 0.1 $810k 1.2k 665.02
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $776k 2.9k 263.23
Hartford Financial Services (HIG) 0.1 $775k 11k 70.29
Match Group (MTCH) 0.1 $763k 4.9k 157.03
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $761k 15k 50.70
Northrop Grumman Corporation (NOC) 0.1 $759k 2.1k 360.40
Citigroup Com New (C) 0.1 $748k 11k 70.14
Workday Cl A (WDAY) 0.1 $748k 3.0k 249.75
Wal-Mart Stores (WMT) 0.1 $747k 5.4k 139.47
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $700k 12k 58.85
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $699k 7.1k 98.37
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $696k 7.0k 100.04
Tesla Motors (TSLA) 0.1 $670k 864.00 775.46
Select Sector Spdr Tr Energy (XLE) 0.1 $649k 13k 52.05
Sciplay Corporation Cl A 0.1 $643k 31k 20.67
Starbucks Corporation (SBUX) 0.1 $630k 5.7k 110.24
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $590k 17k 35.85
Ishares Tr Global Tech Etf (IXN) 0.1 $569k 10k 56.66
Ishares Tr Conv Bd Etf (ICVT) 0.1 $560k 5.6k 99.79
Ishares Esg Awr Msci Em (ESGE) 0.1 $548k 13k 41.43
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $517k 6.3k 81.91
Ishares Msci Gbl Min Vol (ACWV) 0.1 $514k 5.0k 102.68
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $482k 8.6k 55.81
Ishares Tr U.s. Tech Etf (IYW) 0.1 $467k 4.6k 101.32
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $467k 4.1k 114.94
Ishares Tr Faln Angls Usd (FALN) 0.1 $453k 15k 30.09
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $435k 5.0k 86.19
Deckers Outdoor Corporation (DECK) 0.1 $434k 1.2k 359.87
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $410k 7.5k 54.64
Iac Interactivecorp Com New (IAC) 0.1 $402k 3.1k 130.22
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $394k 5.3k 74.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $393k 995.00 394.97
TJX Companies (TJX) 0.1 $357k 5.4k 66.01
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $352k 3.0k 118.68
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $348k 1.3k 274.23
Invesco Municipal Income Opp Trust (OIA) 0.0 $342k 43k 7.95
Vanguard Index Fds Growth Etf (VUG) 0.0 $318k 1.1k 290.15
Goosehead Ins Com Cl A (GSHD) 0.0 $316k 2.1k 152.29
Facebook Cl A (META) 0.0 $314k 924.00 339.83
Lowe's Companies (LOW) 0.0 $312k 1.5k 203.12
First Tr Value Line Divid In SHS (FVD) 0.0 $312k 8.0k 39.24
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $308k 4.8k 64.13
Blackrock Muniyield Quality Fund (MQY) 0.0 $288k 18k 16.18
Xpel (XPEL) 0.0 $287k 3.8k 75.75
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $284k 2.5k 112.08
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $283k 1.9k 145.43
Medifast (MED) 0.0 $281k 1.5k 192.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $280k 783.00 357.60
Ark Etf Tr Innovation Etf (ARKK) 0.0 $262k 2.4k 110.46
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $249k 4.8k 51.95
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $247k 9.2k 26.87
WD-40 Company (WDFC) 0.0 $246k 1.1k 231.86
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $241k 3.8k 62.70
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $238k 4.7k 50.43
Exxon Mobil Corporation (XOM) 0.0 $233k 4.0k 58.81
Ishares Tr U.s. Energy Etf (IYE) 0.0 $230k 8.1k 28.29
Ishares Tr Ibonds Dec24 Etf (IBDP) 0.0 $229k 8.7k 26.34
Ishares Tr Russell 2000 Etf (IWM) 0.0 $224k 1.0k 219.18
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.0 $223k 6.0k 37.01
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $222k 1.4k 156.67
Goldman Sachs Etf Tr Access Hig Yld (GHYB) 0.0 $216k 4.3k 50.16
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.0 $214k 3.9k 54.48
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $212k 1.4k 153.85
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $210k 2.8k 76.20
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.0 $208k 2.4k 87.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $208k 1.4k 149.53
Intevac (IVAC) 0.0 $120k 25k 4.80