Insight Wealth Strategies

Insight Wealth Strategies as of Dec. 31, 2023

Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 153 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Pfd And Incm Sec (PFF) 4.8 $30M 949k 31.19
Chevron Corporation (CVX) 4.4 $28M 184k 149.16
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.7 $23M 292k 79.34
Goldman Sachs Etf Tr Activebeta Int (GSIE) 3.7 $23M 707k 32.66
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.7 $23M 209k 110.66
Ishares Tr Msci Usa Mmentm (MTUM) 3.7 $23M 147k 156.89
Ishares Tr Msci Usa Min Vol (USMV) 3.7 $23M 294k 78.03
Vaneck Etf Trust Ig Floating Rate (FLTR) 3.6 $22M 879k 25.15
Ishares Tr Msci Eafe Min Vl (EFAV) 3.4 $21M 307k 69.34
Ishares Tr 7-10 Yr Trsy Bd (IEF) 3.2 $20M 206k 96.39
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.2 $20M 199k 98.88
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.1 $19M 131k 147.14
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 3.1 $19M 207k 91.39
Spdr Ser Tr S&p Ins Etf (KIE) 2.4 $15M 332k 45.22
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.4 $15M 191k 77.39
Ishares Tr Tips Bd Etf (TIP) 2.1 $13M 120k 107.49
Select Sector Spdr Tr Communication (XLC) 1.9 $12M 161k 72.66
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $11M 101k 108.25
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.7 $11M 117k 89.80
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.5 $9.6M 190k 50.30
Apple (AAPL) 1.3 $8.1M 42k 192.53
Lam Research Corporation (LRCX) 1.1 $6.9M 8.9k 783.24
Spdr Ser Tr S&p Oilgas Exp (XOP) 1.1 $6.6M 48k 136.91
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $6.3M 76k 82.04
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.9 $5.3M 98k 54.17
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.8 $5.1M 199k 25.78
Microsoft Corporation (MSFT) 0.8 $5.0M 13k 376.05
Amazon (AMZN) 0.7 $4.4M 29k 151.94
Vaneck Etf Trust High Yld Munietf (HYD) 0.6 $3.8M 73k 51.63
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.5 $3.4M 161k 21.18
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.5 $3.4M 42k 80.15
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $3.3M 37k 89.06
Broadcom (AVGO) 0.5 $3.3M 3.0k 1116.32
Ishares Tr Mbs Etf (MBB) 0.5 $3.3M 35k 94.08
Ishares Tr National Mun Etf (MUB) 0.5 $3.3M 30k 108.41
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $3.2M 63k 50.62
Equinix (EQIX) 0.5 $3.1M 3.8k 805.49
Alphabet Cap Stk Cl A (GOOGL) 0.5 $3.0M 22k 139.69
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $3.0M 58k 51.05
Comcast Corp Cl A (CMCSA) 0.5 $2.9M 66k 43.85
UnitedHealth (UNH) 0.5 $2.9M 5.4k 526.50
NVIDIA Corporation (NVDA) 0.4 $2.7M 5.4k 495.20
Fiserv (FI) 0.4 $2.6M 19k 132.84
Target Corporation (TGT) 0.4 $2.6M 18k 142.42
Mueller Industries (MLI) 0.4 $2.4M 51k 47.15
JPMorgan Chase & Co. (JPM) 0.4 $2.4M 14k 170.10
Merck & Co (MRK) 0.4 $2.3M 21k 109.02
Verra Mobility Corp Cl A Com Stk (VRRM) 0.4 $2.3M 98k 23.03
DV (DV) 0.4 $2.2M 61k 36.78
Intel Corporation (INTC) 0.4 $2.2M 44k 50.25
ON Semiconductor (ON) 0.4 $2.2M 27k 83.53
Arthur J. Gallagher & Co. (AJG) 0.4 $2.2M 9.8k 224.88
Waste Management (WM) 0.4 $2.2M 12k 179.10
NetApp (NTAP) 0.4 $2.2M 25k 88.16
McDonald's Corporation (MCD) 0.3 $2.1M 7.2k 296.53
Hca Holdings (HCA) 0.3 $2.1M 7.9k 270.69
Allegheny Technologies Incorporated (ATI) 0.3 $2.1M 47k 45.47
Union Pacific Corporation (UNP) 0.3 $2.1M 8.6k 245.62
AmerisourceBergen (COR) 0.3 $2.1M 10k 205.38
Arch Resources Cl A (ARCH) 0.3 $2.1M 13k 165.94
Home Depot (HD) 0.3 $2.1M 6.0k 346.57
American Express Company (AXP) 0.3 $2.1M 11k 187.33
Coca-Cola Company (KO) 0.3 $2.1M 35k 58.93
Advanced Micro Devices (AMD) 0.3 $2.0M 14k 147.41
Hewlett Packard Enterprise (HPE) 0.3 $2.0M 120k 16.98
Deere & Company (DE) 0.3 $2.0M 5.1k 399.88
Old Republic International Corporation (ORI) 0.3 $2.0M 69k 29.40
Intercontinental Exchange (ICE) 0.3 $2.0M 16k 128.43
Cardinal Health (CAH) 0.3 $2.0M 20k 100.80
American Tower Reit (AMT) 0.3 $2.0M 9.2k 215.88
Gilead Sciences (GILD) 0.3 $2.0M 24k 81.01
Arch Cap Group Ord (ACGL) 0.3 $2.0M 27k 74.27
Brown & Brown (BRO) 0.3 $2.0M 28k 71.11
Centene Corporation (CNC) 0.3 $1.9M 26k 74.21
Performance Food (PFGC) 0.3 $1.9M 28k 69.15
SPS Commerce (SPSC) 0.3 $1.9M 9.8k 193.83
Diodes Incorporated (DIOD) 0.3 $1.9M 24k 80.52
Chord Energy Corporation Com New (CHRD) 0.3 $1.9M 11k 166.23
Zions Bancorporation (ZION) 0.3 $1.8M 42k 43.87
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.8M 3.8k 475.31
McKesson Corporation (MCK) 0.3 $1.8M 3.9k 462.98
Texas Instruments Incorporated (TXN) 0.3 $1.8M 11k 170.46
Westrock (WRK) 0.3 $1.8M 43k 41.52
Cabot Oil & Gas Corporation (CTRA) 0.3 $1.8M 70k 25.52
CVS Caremark Corporation (CVS) 0.3 $1.8M 22k 78.96
Linde SHS (LIN) 0.3 $1.8M 4.3k 410.73
SM Energy (SM) 0.3 $1.7M 45k 38.72
Fidelity National Information Services (FIS) 0.3 $1.7M 29k 60.07
Interactive Brokers Group In Com Cl A (IBKR) 0.3 $1.7M 21k 82.90
Palantir Technologies Cl A (PLTR) 0.3 $1.7M 101k 17.17
Honeywell International (HON) 0.3 $1.7M 8.1k 209.71
Medtronic SHS (MDT) 0.3 $1.7M 20k 82.38
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $1.7M 32k 51.67
Genuine Parts Company (GPC) 0.3 $1.6M 12k 138.50
Tripadvisor (TRIP) 0.3 $1.6M 75k 21.53
IDEXX Laboratories (IDXX) 0.2 $1.5M 2.8k 555.13
Bloomin Brands (BLMN) 0.2 $1.5M 54k 28.15
TransDigm Group Incorporated (TDG) 0.2 $1.5M 1.4k 1011.55
Wal-Mart Stores (WMT) 0.2 $1.4M 8.9k 157.65
Anthem (ELV) 0.2 $1.4M 3.0k 471.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.4M 3.4k 409.51
Exxon Mobil Corporation (XOM) 0.2 $1.4M 14k 99.98
Hartford Financial Services (HIG) 0.2 $1.4M 17k 80.38
Oracle Corporation (ORCL) 0.2 $1.4M 13k 105.43
New York Community Ban 0.2 $1.4M 133k 10.23
Albemarle Corporation (ALB) 0.2 $1.4M 9.4k 144.48
Northrop Grumman Corporation (NOC) 0.2 $1.3M 2.8k 468.16
Stem (STEM) 0.2 $1.3M 328k 3.88
Fortinet (FTNT) 0.2 $1.3M 22k 58.53
Dollar General (DG) 0.2 $1.2M 8.6k 135.95
Wisdomtree Tr Us Efficient Cor (NTSX) 0.2 $1.2M 29k 39.30
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.2 $1.1M 18k 62.00
Starbucks Corporation (SBUX) 0.2 $1.0M 11k 96.01
Fluor Corporation (FLR) 0.2 $1.0M 26k 39.17
Northern Oil And Gas Inc Mn (NOG) 0.2 $940k 25k 37.07
Zeta Global Holdings Corp Cl A (ZETA) 0.1 $922k 105k 8.82
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $837k 12k 72.15
Pioneer Natural Resources 0.1 $820k 3.6k 224.88
Ishares Tr Core Div Grwth (DGRO) 0.1 $681k 13k 53.82
Payoneer Global (PAYO) 0.1 $672k 129k 5.21
Ishares Tr Core S&p500 Etf (IVV) 0.1 $670k 1.4k 477.61
Tesla Motors (TSLA) 0.1 $665k 2.7k 248.48
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $620k 14k 46.04
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $612k 5.9k 104.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $525k 1.2k 436.93
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $511k 3.0k 170.42
TJX Companies (TJX) 0.1 $510k 5.4k 93.81
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $505k 11k 47.68
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $493k 13k 37.56
Visa Com Cl A (V) 0.1 $479k 1.8k 260.36
Valaris Cl A (VAL) 0.1 $474k 6.9k 68.57
Ishares Tr Msci Eafe Etf (EFA) 0.1 $471k 6.3k 75.35
Ingredion Incorporated (INGR) 0.1 $450k 4.1k 108.52
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $444k 18k 25.30
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $434k 1.4k 303.14
Strategy Ns 7handl Idx (HNDL) 0.1 $411k 20k 20.68
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $403k 5.4k 75.10
Ishares Tr Select Divid Etf (DVY) 0.1 $392k 3.3k 117.24
Wec Energy Group (WEC) 0.1 $353k 4.2k 84.18
Vanguard Index Fds Growth Etf (VUG) 0.1 $348k 1.1k 310.88
Meta Platforms Cl A (META) 0.1 $347k 980.00 353.96
Select Sector Spdr Tr Energy (XLE) 0.1 $321k 3.8k 83.83
Netflix (NFLX) 0.0 $273k 561.00 486.88
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $265k 5.1k 52.34
Lowe's Companies (LOW) 0.0 $248k 1.1k 222.53
Blackrock Muniyield Quality Fund (MQY) 0.0 $244k 20k 12.19
Invesco Municipal Income Opp Trust (OIA) 0.0 $240k 38k 6.35
Targa Res Corp (TRGP) 0.0 $212k 2.4k 86.87
Cisco Systems (CSCO) 0.0 $205k 4.1k 50.52
Ishares Core Msci Emkt (IEMG) 0.0 $204k 4.0k 50.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $201k 846.00 237.22
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $57k 25k 2.32
Tellurian (TELL) 0.0 $7.6k 10k 0.76