Insight Wealth Strategies

Insight Wealth Strategies as of Sept. 30, 2022

Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 142 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Pfd And Incm Sec (PFF) 5.2 $28M 849k 32.88
Chevron Corporation (CVX) 5.1 $27M 189k 144.78
Ishares Tr Msci Usa Min Vol (USMV) 4.9 $26M 375k 70.21
Spdr Ser Tr Bloomberg Conv (CWB) 4.7 $26M 395k 64.56
Ishares Tr Iboxx Hi Yd Etf (HYG) 4.6 $25M 335k 73.61
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.5 $24M 221k 110.03
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 4.5 $24M 351k 68.61
Goldman Sachs Etf Tr Activebeta Int (GSIE) 4.4 $24M 859k 27.77
Ishares Tr Msci Eafe Min Vl (EFAV) 4.3 $23M 368k 63.31
Ishares Tr Msci Usa Mmentm (MTUM) 4.3 $23M 168k 136.37
Ishares Tr Fltg Rate Nt Etf (FLOT) 4.2 $23M 452k 49.92
Ishares Tr Mbs Etf (MBB) 4.0 $22M 223k 97.49
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.6 $20M 175k 111.73
Ishares Tr Tips Bd Etf (TIP) 3.5 $19M 165k 113.91
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 2.1 $11M 150k 75.09
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $11M 119k 92.41
Microsoft Corporation (MSFT) 2.0 $11M 42k 256.83
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.8 $9.9M 119k 82.79
Apple (AAPL) 1.6 $8.6M 63k 136.71
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.9 $5.0M 112k 44.41
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.7 $3.9M 193k 20.27
Lam Research Corporation 0.7 $3.7M 8.8k 426.13
Vaneck Etf Trust High Yld Munietf (HYD) 0.7 $3.6M 66k 53.85
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.7 $3.5M 44k 81.10
Visa Com Cl A (V) 0.6 $3.4M 17k 196.88
Broadcom (AVGO) 0.6 $3.1M 6.3k 485.78
Ishares Tr National Mun Etf (MUB) 0.5 $2.8M 26k 106.35
UnitedHealth (UNH) 0.5 $2.5M 5.0k 513.49
Amazon (AMZN) 0.5 $2.5M 24k 106.22
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.2M 1.0k 2178.81
Zoetis Cl A (ZTS) 0.4 $2.2M 13k 171.92
Equinix (EQIX) 0.4 $2.2M 3.4k 657.13
Centene Corporation (CNC) 0.4 $2.2M 26k 84.61
Comcast Corp Cl A (CMCSA) 0.4 $2.1M 54k 39.24
Merck & Co (MRK) 0.4 $2.0M 22k 91.18
O'reilly Automotive (ORLY) 0.4 $2.0M 3.1k 631.91
Waste Management (WM) 0.4 $1.9M 13k 152.96
R1 Rcm 0.4 $1.9M 91k 20.96
Coca-Cola Company (KO) 0.4 $1.9M 30k 62.90
S&p Global (SPGI) 0.3 $1.8M 5.4k 337.07
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.8M 36k 49.92
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $1.8M 35k 50.61
salesforce (CRM) 0.3 $1.7M 10k 165.00
Arthur J. Gallagher & Co. (AJG) 0.3 $1.7M 10k 163.02
McDonald's Corporation (MCD) 0.3 $1.7M 6.8k 246.86
Progressive Corporation (PGR) 0.3 $1.7M 14k 116.24
American Tower Reit (AMT) 0.3 $1.7M 6.5k 255.57
Target Corporation (TGT) 0.3 $1.6M 11k 141.20
Darden Restaurants (DRI) 0.3 $1.6M 14k 113.09
Home Depot (HD) 0.3 $1.6M 5.8k 274.21
Deere & Company (DE) 0.3 $1.6M 5.2k 299.44
Exxon Mobil Corporation (XOM) 0.3 $1.6M 18k 85.63
Gilead Sciences (GILD) 0.3 $1.5M 25k 61.80
Cabot Oil & Gas Corporation (CTRA) 0.3 $1.5M 59k 25.79
Ross Stores (ROST) 0.3 $1.5M 22k 70.23
ON Semiconductor (ON) 0.3 $1.5M 29k 50.32
Mastercard Incorporated Cl A (MA) 0.3 $1.5M 4.7k 315.57
Fidelity National Information Services (FIS) 0.3 $1.5M 16k 91.64
Qualcomm (QCOM) 0.3 $1.5M 11k 127.76
NetApp (NTAP) 0.3 $1.5M 22k 65.26
CVS Caremark Corporation (CVS) 0.3 $1.5M 16k 92.63
Hewlett Packard Enterprise (HPE) 0.3 $1.4M 109k 13.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.4M 3.8k 377.16
AmerisourceBergen (COR) 0.3 $1.4M 10k 141.52
Union Pacific Corporation (UNP) 0.3 $1.4M 6.7k 213.35
JPMorgan Chase & Co. (JPM) 0.3 $1.4M 12k 112.60
Mueller Industries (MLI) 0.3 $1.4M 26k 53.30
Old Republic International Corporation (ORI) 0.3 $1.4M 61k 22.36
Diodes Incorporated (DIOD) 0.3 $1.3M 21k 64.55
Arch Resources Cl A (ARCH) 0.2 $1.3M 9.3k 143.04
FirstEnergy (FE) 0.2 $1.3M 35k 38.38
NVIDIA Corporation (NVDA) 0.2 $1.3M 8.7k 151.62
Hca Holdings (HCA) 0.2 $1.3M 7.9k 168.05
Texas Instruments Incorporated (TXN) 0.2 $1.3M 8.6k 153.62
D.R. Horton (DHI) 0.2 $1.3M 20k 66.18
Rio Tinto Sponsored Adr (RIO) 0.2 $1.3M 21k 61.02
Anthem (ELV) 0.2 $1.3M 2.6k 482.47
Northrop Grumman Corporation (NOC) 0.2 $1.3M 2.6k 478.46
Paypal Holdings (PYPL) 0.2 $1.3M 18k 69.83
Universal Hlth Svcs CL B (UHS) 0.2 $1.3M 13k 100.73
American Express Company (AXP) 0.2 $1.2M 9.0k 138.66
Medtronic SHS (MDT) 0.2 $1.2M 14k 89.79
SPS Commerce (SPSC) 0.2 $1.2M 11k 113.01
Zions Bancorporation (ZION) 0.2 $1.2M 24k 50.91
Servicenow (NOW) 0.2 $1.2M 2.5k 475.59
Westrock (WRK) 0.2 $1.2M 30k 39.86
Linde SHS 0.2 $1.2M 4.2k 287.40
Honeywell International (HON) 0.2 $1.2M 6.9k 173.82
Synchrony Financial (SYF) 0.2 $1.2M 43k 27.61
Intel Corporation (INTC) 0.2 $1.2M 31k 37.41
Advanced Micro Devices (AMD) 0.2 $1.1M 14k 76.50
CoStar (CSGP) 0.2 $1.1M 18k 60.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.1M 3.8k 280.45
Hartford Financial Services (HIG) 0.2 $1.0M 16k 65.40
SM Energy (SM) 0.2 $1.0M 30k 34.19
Hubspot (HUBS) 0.2 $1.0M 3.4k 300.68
New York Community Ban 0.2 $999k 109k 9.13
Wal-Mart Stores (WMT) 0.2 $963k 7.9k 121.61
Wisdomtree Tr Us Efficient Cor (NTSX) 0.2 $906k 27k 33.35
IDEXX Laboratories (IDXX) 0.2 $870k 2.5k 350.81
TransDigm Group Incorporated (TDG) 0.2 $858k 1.6k 536.59
Fortinet (FTNT) 0.1 $779k 14k 56.55
Martin Marietta Materials (MLM) 0.1 $776k 2.6k 299.27
Rh (RH) 0.1 $717k 3.4k 212.26
Oasis Petroleum Com New (CHRD) 0.1 $694k 5.7k 121.65
Ishares Tr Core Div Grwth (DGRO) 0.1 $692k 15k 47.66
Starbucks Corporation (SBUX) 0.1 $680k 8.9k 76.38
Charter Communications Inc N Cl A (CHTR) 0.1 $666k 1.4k 468.68
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $623k 7.4k 83.73
Tesla Motors (TSLA) 0.1 $588k 873.00 673.54
Sonos (SONO) 0.1 $530k 29k 18.03
Sciplay Corporation Cl A 0.1 $509k 36k 13.97
Ishares Tr Core S&p500 Etf (IVV) 0.1 $492k 1.3k 379.04
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $489k 16k 30.95
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $460k 6.4k 71.71
Workday Cl A (WDAY) 0.1 $438k 3.1k 139.62
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $436k 7.2k 60.40
Ishares Tr Select Divid Etf (DVY) 0.1 $425k 3.6k 117.66
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $416k 8.8k 47.49
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $366k 3.6k 101.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $349k 1.0k 346.92
Medifast (MED) 0.1 $308k 1.7k 180.65
TJX Companies (TJX) 0.1 $300k 5.4k 55.81
Strategy Ns 7handl Idx (HNDL) 0.1 $289k 14k 20.57
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $279k 1.9k 143.30
Invesco Municipal Income Opp Trust (OIA) 0.1 $273k 42k 6.45
Lowe's Companies (LOW) 0.1 $270k 1.5k 174.87
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $266k 1.2k 218.39
WD-40 Company (WDFC) 0.0 $263k 1.3k 201.38
Ishares Tr Msci Eafe Etf (EFA) 0.0 $261k 4.2k 62.47
Select Sector Spdr Tr Energy (XLE) 0.0 $256k 3.6k 71.51
Vanguard Index Fds Growth Etf (VUG) 0.0 $244k 1.1k 222.63
Ishares Tr Msci Usa Value (VLUE) 0.0 $238k 2.6k 90.60
Blackrock Muniyield Quality Fund (MQY) 0.0 $235k 19k 12.71
Ishares Core Msci Emkt (IEMG) 0.0 $234k 4.8k 48.99
Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $228k 2.2k 102.20
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $209k 2.2k 94.23
Abbvie (ABBV) 0.0 $201k 1.3k 153.44
Xpel (XPEL) 0.0 $201k 4.4k 46.00
Intevac (IVAC) 0.0 $97k 20k 4.85
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $62k 31k 2.01
Alzamend Neuro Com New 0.0 $9.0k 10k 0.90