Insight Wealth Strategies

Insight Wealth Strategies as of Dec. 31, 2022

Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 136 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chevron Corporation (CVX) 5.8 $30M 169k 179.49
Ishares Tr Pfd And Incm Sec (PFF) 5.1 $27M 868k 30.53
Ishares Tr Iboxx Hi Yd Etf (HYG) 4.9 $25M 342k 73.63
Ishares Tr Msci Usa Min Vol (USMV) 4.8 $25M 343k 72.10
Ishares Tr Msci Usa Mmentm (MTUM) 4.6 $24M 163k 145.93
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.6 $24M 224k 105.43
Goldman Sachs Etf Tr Activebeta Int (GSIE) 4.5 $23M 811k 28.78
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 4.5 $23M 331k 69.63
Ishares Tr Fltg Rate Nt Etf (FLOT) 4.4 $23M 455k 50.33
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 4.3 $23M 349k 64.34
Ishares Tr Msci Eafe Min Vl (EFAV) 4.2 $22M 345k 63.59
Ishares Tr Mbs Etf (MBB) 4.0 $21M 224k 92.75
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.5 $18M 161k 113.96
Ishares Tr Tips Bd Etf (TIP) 3.5 $18M 169k 106.44
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 2.1 $11M 138k 77.98
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $10M 110k 94.64
Microsoft Corporation (MSFT) 2.0 $10M 43k 239.82
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.4 $7.4M 75k 99.56
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 1.0 $4.9M 108k 45.74
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.9 $4.9M 60k 81.17
Apple (AAPL) 0.9 $4.6M 36k 129.93
Lam Research Corporation (LRCX) 0.7 $3.8M 9.2k 420.31
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.7 $3.7M 38k 95.78
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.6 $3.3M 44k 75.71
Vaneck Etf Trust High Yld Munietf (HYD) 0.6 $3.0M 60k 50.55
Ishares Tr National Mun Etf (MUB) 0.5 $2.8M 27k 105.52
UnitedHealth (UNH) 0.5 $2.6M 4.9k 530.18
Merck & Co (MRK) 0.5 $2.4M 21k 110.95
Equinix (EQIX) 0.4 $2.3M 3.5k 655.10
Deere & Company (DE) 0.4 $2.2M 5.2k 428.79
Gilead Sciences (GILD) 0.4 $2.2M 26k 85.85
Amazon (AMZN) 0.4 $2.2M 26k 84.00
Comcast Corp Cl A (CMCSA) 0.4 $2.1M 60k 34.97
Hca Holdings (HCA) 0.4 $1.9M 8.1k 239.97
Zoetis Cl A (ZTS) 0.4 $1.9M 13k 146.54
Arthur J. Gallagher & Co. (AJG) 0.4 $1.9M 10k 188.55
Broadcom (AVGO) 0.4 $1.9M 3.4k 559.21
Centene Corporation (CNC) 0.4 $1.9M 23k 82.01
Coca-Cola Company (KO) 0.4 $1.9M 30k 63.61
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.9M 39k 49.49
Target Corporation (TGT) 0.4 $1.9M 13k 149.04
Universal Hlth Svcs CL B (UHS) 0.4 $1.9M 13k 140.89
S&p Global (SPGI) 0.4 $1.9M 5.5k 334.92
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.9M 21k 88.23
JPMorgan Chase & Co. (JPM) 0.4 $1.9M 14k 134.10
ON Semiconductor (ON) 0.4 $1.8M 29k 62.37
Hewlett Packard Enterprise (HPE) 0.4 $1.8M 115k 15.96
Home Depot (HD) 0.4 $1.8M 5.8k 315.84
McDonald's Corporation (MCD) 0.3 $1.8M 6.8k 263.54
AmerisourceBergen (COR) 0.3 $1.7M 10k 165.71
Waste Management (WM) 0.3 $1.7M 11k 156.88
Diodes Incorporated (DIOD) 0.3 $1.6M 22k 76.14
Arch Resources Cl A (ARCH) 0.3 $1.6M 11k 142.79
Old Republic International Corporation (ORI) 0.3 $1.6M 65k 24.15
Exxon Mobil Corporation (XOM) 0.3 $1.5M 14k 110.30
Mueller Industries (MLI) 0.3 $1.5M 26k 59.00
Honeywell International (HON) 0.3 $1.5M 7.1k 214.31
CVS Caremark Corporation (CVS) 0.3 $1.5M 16k 93.19
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $1.5M 30k 50.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.5M 3.9k 382.41
Genuine Parts Company (GPC) 0.3 $1.5M 8.5k 173.51
Cardinal Health (CAH) 0.3 $1.5M 19k 76.87
Cabot Oil & Gas Corporation (CTRA) 0.3 $1.5M 59k 24.57
Texas Instruments Incorporated (TXN) 0.3 $1.5M 8.8k 165.21
Union Pacific Corporation (UNP) 0.3 $1.4M 6.9k 207.08
salesforce (CRM) 0.3 $1.4M 11k 132.59
SPS Commerce (SPSC) 0.3 $1.4M 11k 128.43
O'reilly Automotive (ORLY) 0.3 $1.4M 1.7k 844.13
Northrop Grumman Corporation (NOC) 0.3 $1.4M 2.6k 545.64
NetApp (NTAP) 0.3 $1.4M 23k 60.06
Linde SHS 0.3 $1.4M 4.2k 326.15
American Express Company (AXP) 0.3 $1.4M 9.3k 147.75
Anthem (ELV) 0.3 $1.4M 2.7k 512.91
American Tower Reit (AMT) 0.3 $1.4M 6.4k 211.86
Interactive Brokers Group In Com Cl A (IBKR) 0.3 $1.3M 18k 72.35
SM Energy (SM) 0.2 $1.3M 36k 34.83
Hartford Financial Services (HIG) 0.2 $1.2M 16k 75.83
Zions Bancorporation (ZION) 0.2 $1.2M 25k 49.16
Wal-Mart Stores (WMT) 0.2 $1.1M 8.1k 141.80
Albemarle Corporation (ALB) 0.2 $1.1M 5.3k 216.86
Fidelity National Information Services (FIS) 0.2 $1.1M 17k 67.85
Westrock (WRK) 0.2 $1.1M 32k 35.16
Medtronic SHS (MDT) 0.2 $1.1M 15k 77.72
Tripadvisor (TRIP) 0.2 $1.1M 63k 17.98
Allegheny Technologies Incorporated (ATI) 0.2 $1.1M 37k 29.86
Stem (STEM) 0.2 $1.1M 124k 8.94
NVIDIA Corporation (NVDA) 0.2 $1.1M 7.5k 146.14
IDEXX Laboratories (IDXX) 0.2 $1.1M 2.7k 408.02
TransDigm Group Incorporated (TDG) 0.2 $1.0M 1.6k 629.48
Verra Mobility Corp Cl A Com Stk (VRRM) 0.2 $1.0M 74k 13.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.0M 3.8k 266.31
Intel Corporation (INTC) 0.2 $989k 37k 26.43
New York Community Ban 0.2 $983k 114k 8.60
Advanced Micro Devices (AMD) 0.2 $948k 15k 64.77
Starbucks Corporation (SBUX) 0.2 $917k 9.2k 99.20
Chord Energy Corporation Com New (CHRD) 0.2 $874k 6.4k 136.81
Wisdomtree Tr Us Efficient Cor (NTSX) 0.2 $848k 26k 32.45
Ishares Tr Core Div Grwth (DGRO) 0.1 $728k 15k 50.00
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.1 $728k 14k 50.96
Pioneer Natural Resources 0.1 $662k 2.9k 228.40
Fortinet (FTNT) 0.1 $656k 13k 48.89
Sciplay Corporation Cl A 0.1 $614k 38k 16.08
Payoneer Global (PAYO) 0.1 $595k 109k 5.47
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $523k 6.4k 81.52
Charter Communications Inc N Cl A (CHTR) 0.1 $509k 1.5k 339.01
Ishares Tr Core S&p500 Etf (IVV) 0.1 $489k 1.3k 384.14
Ishares Tr Select Divid Etf (DVY) 0.1 $437k 3.6k 120.59
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $430k 9.3k 46.29
Valaris Cl A (VAL) 0.1 $426k 6.3k 67.62
TJX Companies (TJX) 0.1 $423k 5.3k 79.60
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $418k 13k 32.39
Visa Com Cl A (V) 0.1 $414k 2.0k 207.71
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $397k 5.3k 75.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $391k 1.1k 351.36
Wec Energy Group (WEC) 0.1 $378k 4.0k 93.76
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $372k 6.4k 58.50
Bloomin Brands (BLMN) 0.1 $345k 17k 20.12
Tesla Motors (TSLA) 0.1 $331k 2.7k 123.18
Northern Oil And Gas Inc Mn (NOG) 0.1 $327k 11k 30.82
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $326k 3.4k 96.98
Select Sector Spdr Tr Energy (XLE) 0.1 $323k 3.7k 87.48
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $297k 2.0k 151.85
DV (DV) 0.1 $286k 13k 21.96
Strategy Ns 7handl Idx (HNDL) 0.1 $284k 15k 19.58
Ishares Tr Msci Eafe Etf (EFA) 0.1 $277k 4.2k 65.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $261k 1.2k 214.21
Vanguard Index Fds Growth Etf (VUG) 0.0 $234k 1.1k 213.11
Invesco Municipal Income Opp Trust (OIA) 0.0 $231k 37k 6.24
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $225k 2.2k 100.82
Lowe's Companies (LOW) 0.0 $224k 1.1k 199.31
Blackrock Muniyield Quality Fund (MQY) 0.0 $221k 19k 11.60
Medifast (MED) 0.0 $215k 1.9k 115.36
Abbvie (ABBV) 0.0 $214k 1.3k 161.67
Ishares Core Msci Emkt (IEMG) 0.0 $204k 4.4k 46.70
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $63k 31k 2.03
Alzamend Neuro Com New 0.0 $5.6k 10k 0.56