Insight Wealth Strategies

Insight Wealth Strategies as of March 31, 2024

Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 159 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Pfd And Incm Sec (PFF) 4.5 $31M 960k 32.23
Chevron Corporation (CVX) 4.3 $29M 187k 157.74
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.1 $28M 256k 108.92
Ishares Tr Msci Usa Mmentm (MTUM) 3.7 $25M 134k 187.35
Ishares Tr Msci Usa Min Vol (USMV) 3.6 $25M 296k 83.58
Goldman Sachs Etf Tr Activebeta Int (GSIE) 3.6 $24M 710k 34.29
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.5 $24M 147k 164.35
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.5 $24M 291k 81.53
Vaneck Etf Trust Ig Floating Rate (FLTR) 2.9 $20M 782k 25.51
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.9 $20M 207k 94.62
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.5 $17M 180k 94.66
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 2.4 $16M 208k 78.23
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.2 $15M 195k 77.73
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.0 $13M 263k 50.74
Ishares Tr Tips Bd Etf (TIP) 1.9 $13M 122k 107.41
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 1.9 $13M 425k 29.78
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $11M 100k 110.52
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $11M 116k 93.71
Apple (AAPL) 1.5 $10M 60k 171.48
Spdr Ser Tr S&p Ins Etf (KIE) 1.3 $8.8M 168k 52.07
Spdr Ser Tr S&p Oilgas Exp (XOP) 1.3 $8.6M 56k 154.93
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.2 $8.3M 56k 147.73
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.2 $8.1M 99k 81.78
Lam Research Corporation 1.1 $7.7M 7.9k 971.62
Select Sector Spdr Tr Communication (XLC) 1.0 $6.7M 82k 81.66
Select Sector Spdr Tr Indl (XLI) 0.9 $6.3M 50k 125.96
Ishares Msci Jpn Etf New (EWJ) 0.9 $6.2M 87k 71.35
SYSCO Corporation (SYY) 0.9 $6.1M 75k 81.18
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.8 $5.6M 98k 56.94
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.8 $5.3M 197k 27.01
Microsoft Corporation (MSFT) 0.7 $4.9M 12k 420.72
Amazon (AMZN) 0.7 $4.9M 27k 180.38
American Express Company (AXP) 0.6 $4.3M 19k 227.68
Lamb Weston Hldgs (LW) 0.6 $4.0M 38k 106.53
Vaneck Etf Trust High Yld Munietf (HYD) 0.6 $4.0M 77k 52.26
Home Depot (HD) 0.6 $4.0M 10k 383.61
Sherwin-Williams Company (SHW) 0.6 $4.0M 11k 347.33
Motorola Solutions Com New (MSI) 0.6 $3.9M 11k 354.98
Cdw (CDW) 0.6 $3.9M 15k 255.78
Broadcom (AVGO) 0.6 $3.9M 3.0k 1325.51
NVIDIA Corporation (NVDA) 0.6 $3.8M 4.2k 903.55
Moody's Corporation (MCO) 0.6 $3.8M 9.6k 393.03
W.W. Grainger (GWW) 0.5 $3.7M 3.6k 1017.30
Alphabet Cap Stk Cl A (GOOGL) 0.5 $3.6M 24k 150.93
Kla Corp Com New (KLAC) 0.5 $3.5M 4.9k 698.57
Ishares Tr National Mun Etf (MUB) 0.5 $3.4M 32k 107.60
Ishares Tr Mbs Etf (MBB) 0.5 $3.4M 37k 92.42
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $3.4M 38k 89.67
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $3.4M 67k 51.06
Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $3.3M 35k 95.20
Ishares Tr High Yld Bd Fctr (HYDB) 0.5 $3.2M 69k 46.72
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $3.1M 62k 50.60
UnitedHealth (UNH) 0.4 $3.1M 6.2k 494.69
Target Corporation (TGT) 0.4 $3.0M 17k 177.21
Fiserv (FI) 0.4 $2.9M 18k 159.82
TJX Companies (TJX) 0.4 $2.7M 27k 101.42
Brown & Brown (BRO) 0.4 $2.4M 28k 87.54
JPMorgan Chase & Co. (JPM) 0.4 $2.4M 12k 200.30
Allegheny Technologies Incorporated (ATI) 0.4 $2.4M 47k 51.17
Verra Mobility Corp Cl A Com Stk (VRRM) 0.3 $2.3M 94k 24.97
Arch Cap Group Ord (ACGL) 0.3 $2.3M 25k 92.44
Waste Management (WM) 0.3 $2.3M 11k 213.16
Mueller Industries (MLI) 0.3 $2.3M 43k 53.93
Hca Holdings (HCA) 0.3 $2.3M 6.9k 333.55
NetApp (NTAP) 0.3 $2.3M 22k 104.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $2.2M 4.3k 523.12
Unum (UNM) 0.3 $2.2M 42k 53.66
Fidelity National Information Services (FIS) 0.3 $2.2M 30k 74.18
Jabil Circuit (JBL) 0.3 $2.2M 17k 133.95
Arthur J. Gallagher & Co. (AJG) 0.3 $2.2M 8.8k 250.05
Hewlett Packard Enterprise (HPE) 0.3 $2.2M 124k 17.73
Diodes Incorporated (DIOD) 0.3 $2.2M 31k 70.50
Palantir Technologies Cl A (PLTR) 0.3 $2.2M 95k 23.01
Deere & Company (DE) 0.3 $2.2M 5.3k 410.75
SM Energy (SM) 0.3 $2.2M 44k 49.85
DV (DV) 0.3 $2.2M 62k 35.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.2M 4.9k 443.97
McKesson Corporation (MCK) 0.3 $2.2M 4.0k 536.85
Paccar (PCAR) 0.3 $2.1M 17k 123.89
Caterpillar (CAT) 0.3 $2.1M 5.8k 366.43
Ferguson SHS 0.3 $2.1M 9.6k 218.43
Union Pacific Corporation (UNP) 0.3 $2.1M 8.6k 245.92
Intercontinental Exchange (ICE) 0.3 $2.1M 15k 137.43
AmerisourceBergen (COR) 0.3 $2.1M 8.6k 242.99
Centene Corporation (CNC) 0.3 $2.1M 27k 78.48
Interactive Brokers Group In Com Cl A (IBKR) 0.3 $2.1M 19k 111.71
Old Republic International Corporation (ORI) 0.3 $2.1M 67k 30.72
ON Semiconductor (ON) 0.3 $2.1M 28k 73.55
Chord Energy Corporation Com New (CHRD) 0.3 $2.0M 12k 178.24
Westrock (WRK) 0.3 $2.0M 41k 49.45
Cardinal Health (CAH) 0.3 $2.0M 18k 111.90
Molina Healthcare (MOH) 0.3 $2.0M 4.9k 410.83
American Tower Reit (AMT) 0.3 $2.0M 9.9k 197.58
Hershey Company (HSY) 0.3 $2.0M 10k 194.50
Performance Food (PFGC) 0.3 $1.9M 26k 74.64
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.9M 5.5k 346.63
Texas Instruments Incorporated (TXN) 0.3 $1.9M 11k 174.20
Exxon Mobil Corporation (XOM) 0.3 $1.7M 15k 116.24
Linde SHS (LIN) 0.3 $1.7M 3.7k 464.32
Payoneer Global (PAYO) 0.3 $1.7M 357k 4.86
Tripadvisor (TRIP) 0.3 $1.7M 62k 27.79
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $1.7M 33k 51.36
Zeta Global Holdings Corp Cl A (ZETA) 0.3 $1.7M 157k 10.93
Oracle Corporation (ORCL) 0.3 $1.7M 14k 125.61
Honeywell International (HON) 0.2 $1.7M 8.3k 205.24
Dollar General (DG) 0.2 $1.7M 11k 156.06
Advanced Micro Devices (AMD) 0.2 $1.7M 9.2k 180.49
Ingredion Incorporated (INGR) 0.2 $1.6M 14k 116.85
Wal-Mart Stores (WMT) 0.2 $1.5M 25k 60.17
Anthem (ELV) 0.2 $1.5M 2.9k 518.61
Hartford Financial Services (HIG) 0.2 $1.5M 15k 103.05
IDEXX Laboratories (IDXX) 0.2 $1.5M 2.8k 540.01
Fortinet (FTNT) 0.2 $1.5M 22k 68.31
TransDigm Group Incorporated (TDG) 0.2 $1.3M 1.1k 1231.92
Wisdomtree Tr Us Efficient Cor (NTSX) 0.2 $1.2M 29k 42.23
Fluor Corporation (FLR) 0.2 $1.2M 28k 42.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.1M 2.4k 480.65
Northern Oil And Gas Inc Mn (NOG) 0.2 $1.1M 27k 39.68
Pioneer Natural Resources 0.1 $1.0M 3.8k 262.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $869k 2.6k 337.09
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $837k 12k 73.04
Ishares Tr Core S&p500 Etf (IVV) 0.1 $774k 1.5k 525.71
Alphabet Cap Stk Cl C (GOOG) 0.1 $754k 5.0k 152.26
Ishares Tr Core Div Grwth (DGRO) 0.1 $721k 12k 58.06
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $690k 5.9k 117.22
Shift4 Pmts Cl A (FOUR) 0.1 $660k 10k 66.07
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $655k 15k 45.31
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $634k 1.00 634440.00
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $550k 3.0k 182.62
Valaris Cl A (VAL) 0.1 $536k 7.1k 75.26
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $514k 11k 48.18
Visa Com Cl A (V) 0.1 $495k 1.8k 279.06
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $488k 6.9k 70.88
Ishares Tr Msci Eafe Etf (EFA) 0.1 $486k 6.1k 79.86
Tesla Motors (TSLA) 0.1 $475k 2.7k 175.79
Meta Platforms Cl A (META) 0.1 $460k 948.00 485.53
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $452k 18k 25.69
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $452k 5.3k 84.44
Strategy Ns 7handl Idx (HNDL) 0.1 $427k 20k 21.21
Ishares Tr Select Divid Etf (DVY) 0.1 $413k 3.4k 123.17
Vanguard Index Fds Growth Etf (VUG) 0.1 $391k 1.1k 344.20
Wec Energy Group (WEC) 0.1 $347k 4.2k 82.12
Netflix (NFLX) 0.0 $335k 552.00 607.33
Ishares Tr Russell 2000 Etf (IWM) 0.0 $316k 1.5k 210.36
Bio Rad Labs Cl A (BIO) 0.0 $313k 906.00 345.87
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $293k 7.4k 39.66
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $289k 5.0k 57.41
Bank of America Corporation (BAC) 0.0 $286k 7.5k 37.92
Targa Res Corp (TRGP) 0.0 $274k 2.4k 111.99
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $261k 3.6k 73.16
Lowe's Companies (LOW) 0.0 $250k 983.00 254.60
Invesco Municipal Income Opp Trust (OIA) 0.0 $248k 38k 6.53
Blackrock Muniyield Quality Fund (MQY) 0.0 $247k 20k 12.25
Leidos Holdings (LDOS) 0.0 $228k 1.7k 131.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $220k 847.00 259.98
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $209k 928.00 224.97
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $206k 2.2k 92.73
Cisco Systems (CSCO) 0.0 $201k 4.0k 49.91
Tellurian (TELL) 0.0 $6.6k 10k 0.66