Insight Wealth Strategies

Insight Wealth Strategies as of Sept. 30, 2023

Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 143 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chevron Corporation (CVX) 5.8 $30M 178k 168.62
Ishares Tr Pfd And Incm Sec (PFF) 5.0 $26M 864k 30.15
Ishares Tr Msci Usa Min Vol (USMV) 4.5 $23M 319k 72.38
Goldman Sachs Etf Tr Activebeta Int (GSIE) 4.3 $23M 750k 30.03
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 4.2 $22M 305k 71.33
Ishares Tr Msci Usa Mmentm (MTUM) 4.1 $21M 152k 139.70
Ishares Tr Msci Eafe Min Vl (EFAV) 4.0 $21M 321k 65.22
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.8 $20M 149k 131.79
Vaneck Etf Trust Ig Floating Rate (FLTR) 3.8 $20M 778k 25.29
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.8 $20M 193k 102.02
Ishares Tr 7-10 Yr Trsy Bd (IEF) 3.3 $17M 186k 91.59
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 3.3 $17M 184k 91.82
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.1 $16M 182k 88.69
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.5 $13M 174k 73.72
Ishares Tr Tips Bd Etf (TIP) 2.2 $11M 109k 103.72
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $9.7M 103k 94.33
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.8 $9.4M 121k 77.95
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.6 $8.4M 168k 50.33
Apple (AAPL) 1.2 $6.3M 37k 171.21
Lam Research Corporation (LRCX) 1.1 $5.9M 9.5k 626.79
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $5.4M 67k 80.97
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 1.0 $5.0M 103k 48.15
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.9 $4.8M 201k 23.98
Microsoft Corporation (MSFT) 0.9 $4.5M 14k 315.75
Amazon (AMZN) 0.7 $3.7M 29k 127.12
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.7 $3.4M 161k 20.99
Vaneck Etf Trust High Yld Munietf (HYD) 0.6 $3.2M 66k 49.07
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $3.2M 38k 82.52
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.6 $3.0M 59k 50.89
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.6 $3.0M 42k 71.62
Broadcom (AVGO) 0.6 $3.0M 3.6k 830.57
Comcast Corp Cl A (CMCSA) 0.6 $2.9M 66k 44.34
NVIDIA Corporation (NVDA) 0.6 $2.9M 6.6k 434.97
Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.8M 22k 130.86
Ishares Tr National Mun Etf (MUB) 0.5 $2.8M 27k 102.54
Ishares Tr Mbs Etf (MBB) 0.5 $2.8M 32k 88.80
UnitedHealth (UNH) 0.5 $2.7M 5.3k 504.20
Equinix (EQIX) 0.5 $2.7M 3.7k 726.36
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $2.5M 51k 48.10
ON Semiconductor (ON) 0.5 $2.4M 26k 92.95
Arthur J. Gallagher & Co. (AJG) 0.4 $2.3M 10k 227.92
Merck & Co (MRK) 0.4 $2.1M 21k 102.95
JPMorgan Chase & Co. (JPM) 0.4 $2.1M 14k 145.02
Arch Resources Cl A (ARCH) 0.4 $2.1M 12k 170.66
Hewlett Packard Enterprise (HPE) 0.4 $2.0M 117k 17.37
AmerisourceBergen (COR) 0.4 $1.9M 11k 179.96
Mueller Industries (MLI) 0.4 $1.9M 25k 75.16
Hca Holdings (HCA) 0.4 $1.9M 7.6k 246.00
Coca-Cola Company (KO) 0.4 $1.9M 33k 55.98
McDonald's Corporation (MCD) 0.4 $1.8M 7.0k 263.45
NetApp (NTAP) 0.4 $1.8M 24k 75.88
Cardinal Health (CAH) 0.4 $1.8M 21k 86.82
Waste Management (WM) 0.3 $1.8M 12k 152.44
Verra Mobility Corp Cl A Com Stk (VRRM) 0.3 $1.8M 96k 18.70
SPS Commerce (SPSC) 0.3 $1.8M 11k 170.60
Old Republic International Corporation (ORI) 0.3 $1.8M 67k 26.94
Cabot Oil & Gas Corporation (CTRA) 0.3 $1.8M 66k 27.05
Deere & Company (DE) 0.3 $1.8M 4.7k 377.38
Gilead Sciences (GILD) 0.3 $1.8M 24k 74.94
Home Depot (HD) 0.3 $1.7M 5.8k 302.17
Chord Energy Corporation Com New (CHRD) 0.3 $1.7M 11k 162.07
Union Pacific Corporation (UNP) 0.3 $1.7M 8.4k 203.63
Interactive Brokers Group In Com Cl A (IBKR) 0.3 $1.7M 20k 86.56
Target Corporation (TGT) 0.3 $1.7M 15k 110.57
Diodes Incorporated (DIOD) 0.3 $1.7M 21k 78.84
Centene Corporation (CNC) 0.3 $1.6M 24k 68.88
SM Energy (SM) 0.3 $1.6M 41k 39.65
Exxon Mobil Corporation (XOM) 0.3 $1.6M 14k 117.58
Linde SHS (LIN) 0.3 $1.6M 4.3k 372.36
Intel Corporation (INTC) 0.3 $1.6M 45k 35.55
Texas Instruments Incorporated (TXN) 0.3 $1.6M 9.9k 159.02
Allegheny Technologies Incorporated (ATI) 0.3 $1.5M 37k 41.15
American Express Company (AXP) 0.3 $1.5M 10k 149.20
Advanced Micro Devices (AMD) 0.3 $1.5M 15k 102.82
Westrock (WRK) 0.3 $1.5M 42k 35.80
Palantir Technologies Cl A (PLTR) 0.3 $1.5M 93k 16.00
Genuine Parts Company (GPC) 0.3 $1.5M 10k 144.38
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $1.5M 30k 48.88
Medtronic SHS (MDT) 0.3 $1.5M 19k 78.36
New York Community Ban 0.3 $1.4M 127k 11.34
Honeywell International (HON) 0.3 $1.4M 7.7k 184.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.4M 3.3k 427.43
Wal-Mart Stores (WMT) 0.3 $1.4M 8.7k 159.93
CVS Caremark Corporation (CVS) 0.3 $1.3M 19k 69.82
American Tower Reit (AMT) 0.3 $1.3M 8.0k 164.44
Fidelity National Information Services (FIS) 0.3 $1.3M 24k 55.27
TransDigm Group Incorporated (TDG) 0.2 $1.3M 1.5k 842.97
Anthem (ELV) 0.2 $1.2M 2.8k 435.46
Bloomin Brands (BLMN) 0.2 $1.2M 50k 24.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.2M 3.4k 358.22
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.2 $1.2M 17k 69.48
IDEXX Laboratories (IDXX) 0.2 $1.2M 2.7k 437.33
Northrop Grumman Corporation (NOC) 0.2 $1.2M 2.7k 440.14
Zions Bancorporation (ZION) 0.2 $1.2M 34k 34.89
Fortinet (FTNT) 0.2 $1.2M 20k 58.68
Hartford Financial Services (HIG) 0.2 $1.2M 17k 70.91
Tripadvisor (TRIP) 0.2 $1.1M 66k 16.58
Albemarle Corporation (ALB) 0.2 $994k 5.8k 170.05
Wisdomtree Tr Us Efficient Cor (NTSX) 0.2 $978k 28k 34.96
Northern Oil And Gas Inc Mn (NOG) 0.2 $930k 23k 40.23
Starbucks Corporation (SBUX) 0.2 $897k 9.8k 91.27
Fiserv (FI) 0.2 $819k 7.2k 112.96
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $807k 12k 67.80
Performance Food (PFGC) 0.2 $795k 14k 58.86
Pioneer Natural Resources 0.1 $740k 3.2k 229.57
Stem (STEM) 0.1 $728k 172k 4.24
Arch Cap Group Ord (ACGL) 0.1 $720k 9.0k 79.71
Payoneer Global (PAYO) 0.1 $694k 113k 6.12
Tesla Motors (TSLA) 0.1 $691k 2.8k 250.22
Ishares Tr Core Div Grwth (DGRO) 0.1 $629k 13k 49.53
Dollar General (DG) 0.1 $590k 5.6k 105.80
Ishares Tr Core S&p500 Etf (IVV) 0.1 $583k 1.4k 429.50
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $557k 5.9k 94.83
Valaris Cl A (VAL) 0.1 $487k 6.5k 74.98
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $483k 11k 43.56
TJX Companies (TJX) 0.1 $478k 5.4k 88.88
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $475k 11k 45.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $466k 1.2k 392.66
DV (DV) 0.1 $443k 16k 27.95
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $436k 13k 33.61
Visa Com Cl A (V) 0.1 $418k 1.8k 230.01
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $415k 17k 23.82
Ishares Tr Msci Eafe Etf (EFA) 0.1 $400k 5.8k 68.92
Ingredion Incorporated (INGR) 0.1 $380k 3.9k 98.40
Strategy Ns 7handl Idx (HNDL) 0.1 $375k 20k 19.11
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $365k 5.3k 68.42
Ishares Tr Select Divid Etf (DVY) 0.1 $356k 3.3k 107.65
Wec Energy Group (WEC) 0.1 $347k 4.3k 80.54
Vanguard Index Fds Growth Etf (VUG) 0.1 $345k 1.3k 272.32
Select Sector Spdr Tr Energy (XLE) 0.1 $343k 3.8k 90.40
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $325k 1.2k 265.94
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $296k 1.9k 155.36
Meta Platforms Cl A (META) 0.1 $268k 891.00 300.21
Netflix (NFLX) 0.0 $233k 618.00 377.60
Lowe's Companies (LOW) 0.0 $229k 1.1k 207.78
Invesco Municipal Income Opp Trust (OIA) 0.0 $218k 38k 5.81
Targa Res Corp (TRGP) 0.0 $209k 2.4k 85.72
Invesco Exch Traded Fd Tr Ii S&p Smallcap Ene (PSCE) 0.0 $204k 3.6k 57.05
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $202k 4.3k 47.08
Blackrock Muniyield Quality Fund (MQY) 0.0 $201k 20k 10.23
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $59k 25k 2.42
Tellurian (TELL) 0.0 $12k 10k 1.16
Alzamend Neuro Com New 0.0 $2.4k 10k 0.24