Insight Wealth Strategies

Insight Wealth Strategies as of Sept. 30, 2024

Portfolio Holdings for Insight Wealth Strategies

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Min Vol (USMV) 4.1 $31M 339k 91.31
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.9 $30M 263k 112.98
Chevron Corporation (CVX) 3.9 $29M 200k 147.27
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.6 $27M 307k 88.28
Goldman Sachs Etf Tr Activebeta Int (GSIE) 3.6 $27M 746k 36.17
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.5 $27M 150k 179.30
Ishares Tr Mbs Etf (MBB) 3.4 $26M 270k 95.81
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.3 $25M 309k 81.23
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.3 $25M 252k 98.10
Ishares Tr 7-10 Yr Trsy Bd (IEF) 3.3 $25M 252k 98.12
Ishares Tr Pfd And Incm Sec (PFF) 3.0 $23M 685k 33.23
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 2.4 $18M 586k 31.08
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.9 $15M 289k 50.88
Apple (AAPL) 1.8 $14M 58k 233.00
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.7 $13M 152k 83.15
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $12M 106k 116.96
Vanguard Whitehall Fds High Div Yld (VYM) 1.6 $12M 94k 128.20
Select Sector Spdr Tr Indl (XLI) 1.5 $12M 87k 135.44
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.5 $12M 120k 95.95
Vaneck Etf Trust Ig Floating Rate (FLTR) 1.4 $11M 424k 25.47
Select Sector Spdr Tr Financial (XLF) 1.3 $9.7M 213k 45.32
Ishares Tr Tips Bd Etf (TIP) 1.2 $9.2M 83k 110.47
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.2 $8.9M 58k 154.02
Spdr Ser Tr S&p Oilgas Exp (XOP) 1.1 $8.2M 62k 131.52
Lam Research Corporation 0.9 $6.7M 8.3k 816.13
Ishares Msci Jpn Etf New (EWJ) 0.9 $6.7M 94k 71.54
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.9 $6.7M 81k 83.00
SYSCO Corporation (SYY) 0.8 $6.4M 82k 78.06
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.7 $5.7M 205k 27.85
Pdd Holdings Sponsored Ads (PDD) 0.7 $5.7M 42k 134.81
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.7 $5.5M 100k 54.99
Ishares Tr High Yld Systm B (HYDB) 0.7 $5.3M 111k 48.06
American Express Company (AXP) 0.7 $5.3M 20k 271.20
Motorola Solutions Com New (MSI) 0.7 $5.2M 12k 449.63
Amazon (AMZN) 0.7 $5.1M 28k 186.33
Broadcom (AVGO) 0.7 $5.1M 30k 172.50
Microsoft Corporation (MSFT) 0.7 $5.1M 12k 430.29
Moody's Corporation (MCO) 0.6 $4.8M 10k 474.60
Vaneck Etf Trust High Yld Munietf (HYD) 0.6 $4.8M 91k 53.07
Sherwin-Williams Company (SHW) 0.6 $4.8M 13k 381.66
Home Depot (HD) 0.6 $4.7M 12k 405.20
Cintas Corporation (CTAS) 0.6 $4.4M 22k 205.88
MercadoLibre (MELI) 0.6 $4.3M 2.1k 2051.96
W.W. Grainger (GWW) 0.6 $4.3M 4.2k 1038.70
Hubbell (HUBB) 0.6 $4.2M 9.9k 428.36
Kla Corp Com New (KLAC) 0.6 $4.2M 5.4k 774.46
Ishares Tr National Mun Etf (MUB) 0.6 $4.2M 39k 108.63
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $4.1M 81k 51.04
Amgen (AMGN) 0.5 $4.1M 13k 322.20
NVIDIA Corporation (NVDA) 0.5 $4.0M 33k 121.44
Molina Healthcare (MOH) 0.5 $4.0M 12k 344.56
Hershey Company (HSY) 0.5 $4.0M 21k 191.78
Cdw (CDW) 0.5 $4.0M 18k 226.31
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $3.9M 77k 51.12
Alphabet Cap Stk Cl A (GOOGL) 0.5 $3.8M 23k 165.85
CoStar (CSGP) 0.5 $3.8M 50k 75.44
McKesson Corporation (MCK) 0.5 $3.8M 7.6k 494.39
UnitedHealth (UNH) 0.5 $3.7M 6.4k 584.67
Accenture Plc Ireland Shs Class A (ACN) 0.5 $3.7M 10k 353.49
Ishares Tr TRS FLT RT BD (TFLO) 0.5 $3.6M 71k 50.60
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $3.6M 38k 93.58
Reinsurance Grp Of America I Com New (RGA) 0.5 $3.5M 16k 217.87
Flowserve Corporation (FLS) 0.5 $3.4M 67k 51.69
Spdr Ser Tr Bloomberg High Y (JNK) 0.4 $3.4M 35k 97.79
Paccar (PCAR) 0.4 $3.2M 32k 98.68
Palantir Technologies Cl A (PLTR) 0.4 $3.2M 85k 37.20
Lamb Weston Hldgs (LW) 0.4 $2.9M 46k 64.74
Arch Cap Group Ord (ACGL) 0.4 $2.9M 26k 111.88
Hca Holdings (HCA) 0.4 $2.8M 6.9k 406.43
Brown & Brown (BRO) 0.4 $2.8M 27k 103.60
Target Corporation (TGT) 0.4 $2.7M 17k 155.86
Mueller Industries (MLI) 0.4 $2.7M 37k 74.10
Allegheny Technologies Incorporated (ATI) 0.4 $2.7M 40k 66.91
JPMorgan Chase & Co. (JPM) 0.3 $2.6M 12k 210.86
Fidelity National Information Services (FIS) 0.3 $2.6M 31k 83.75
Interactive Brokers Group In Com Cl A (IBKR) 0.3 $2.6M 19k 139.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $2.6M 4.5k 573.76
Arthur J. Gallagher & Co. (AJG) 0.3 $2.6M 9.2k 281.37
Intercontinental Exchange (ICE) 0.3 $2.6M 16k 160.64
American Tower Reit (AMT) 0.3 $2.5M 11k 232.55
Payoneer Global (PAYO) 0.3 $2.5M 331k 7.53
Old Republic International Corporation (ORI) 0.3 $2.5M 70k 35.42
Caterpillar (CAT) 0.3 $2.4M 6.2k 391.12
NetApp (NTAP) 0.3 $2.4M 20k 123.51
Oracle Corporation (ORCL) 0.3 $2.4M 14k 170.39
Waste Management (WM) 0.3 $2.3M 11k 207.60
Texas Instruments Incorporated (TXN) 0.3 $2.3M 11k 206.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.3M 4.8k 488.10
Union Pacific Corporation (UNP) 0.3 $2.3M 9.2k 246.48
Jabil Circuit (JBL) 0.3 $2.2M 18k 119.83
Blue Bird Corp (BLBD) 0.3 $2.2M 45k 47.96
Cardinal Health (CAH) 0.3 $2.2M 20k 110.52
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.2M 13k 167.19
Wal-Mart Stores (WMT) 0.3 $2.1M 26k 80.75
Smurfit Westrock SHS (SW) 0.3 $2.1M 42k 49.42
Ferguson Enterprises Common Stock New (FERG) 0.3 $2.0M 10k 198.57
AmerisourceBergen (COR) 0.3 $2.0M 9.0k 225.08
First Tr Exchange-traded Managd Mun Etf (FMB) 0.3 $2.0M 38k 51.96
Ingredion Incorporated (INGR) 0.3 $2.0M 14k 137.43
SM Energy (SM) 0.3 $1.9M 48k 39.97
Linde SHS (LIN) 0.2 $1.9M 3.9k 476.86
Fortinet (FTNT) 0.2 $1.8M 24k 77.55
Honeywell International (HON) 0.2 $1.8M 8.9k 206.72
Hartford Financial Services (HIG) 0.2 $1.8M 15k 117.61
Exxon Mobil Corporation (XOM) 0.2 $1.8M 15k 117.22
Chord Energy Corporation Com New (CHRD) 0.2 $1.6M 12k 130.23
Anthem (ELV) 0.2 $1.6M 3.1k 519.98
IDEXX Laboratories (IDXX) 0.2 $1.5M 3.1k 505.29
Wisdomtree Tr Us Efficient Cor (NTSX) 0.2 $1.4M 29k 46.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.3M 2.4k 527.63
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $1.2M 6.1k 202.75
Northern Oil And Gas Inc Mn (NOG) 0.1 $984k 28k 35.41
Ishares Tr Core S&p500 Etf (IVV) 0.1 $967k 1.7k 576.66
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $877k 11k 76.59
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $812k 6.2k 131.91
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $779k 2.1k 375.39
TJX Companies (TJX) 0.1 $760k 6.5k 117.54
Ishares Tr Core Div Grwth (DGRO) 0.1 $758k 12k 62.69
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $723k 3.6k 198.07
Tesla Motors (TSLA) 0.1 $714k 2.7k 261.63
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $691k 1.00 691180.00
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $680k 15k 46.74
Pepsi (PEP) 0.1 $633k 3.7k 170.05
Meta Platforms Cl A (META) 0.1 $601k 1.1k 572.24
Vanguard World Inf Tech Etf (VGT) 0.1 $556k 948.00 586.68
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $536k 5.6k 95.74
Ishares Tr Msci Eafe Etf (EFA) 0.1 $515k 6.2k 83.63
Valaris Cl A (VAL) 0.1 $512k 9.2k 55.75
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $508k 6.6k 76.70
Visa Com Cl A (V) 0.1 $497k 1.8k 274.89
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $468k 18k 26.27
Netflix (NFLX) 0.1 $457k 644.00 709.27
Ishares Tr Select Divid Etf (DVY) 0.1 $449k 3.3k 135.08
Vanguard Index Fds Growth Etf (VUG) 0.1 $428k 1.1k 383.93
Wec Energy Group (WEC) 0.1 $414k 4.3k 96.18
Strategy Ns 7handl Idx (HNDL) 0.0 $363k 16k 22.25
Targa Res Corp (TRGP) 0.0 $361k 2.4k 148.01
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $344k 2.4k 142.04
Ishares Tr Russell 2000 Etf (IWM) 0.0 $336k 1.5k 220.86
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $326k 5.2k 62.74
Bank of America Corporation (BAC) 0.0 $309k 7.8k 39.68
Bio Rad Labs Cl A (BIO) 0.0 $303k 906.00 334.58
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $297k 3.6k 82.93
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $293k 7.1k 41.49
Leidos Holdings (LDOS) 0.0 $285k 1.7k 163.05
Blackrock Muniyield Quality Fund (MQY) 0.0 $272k 21k 13.11
Ies Hldgs (IESC) 0.0 $267k 1.3k 199.62
Invesco Municipal Income Opp Trust (OIA) 0.0 $263k 38k 6.86
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.0 $255k 5.2k 49.40
Lowe's Companies (LOW) 0.0 $248k 915.00 270.89
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $228k 928.00 245.43
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $220k 776.00 283.27
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $219k 2.0k 108.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $217k 472.00 460.58
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $212k 1.1k 189.75
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $205k 2.0k 104.16
Ge Aerospace Com New (GE) 0.0 $203k 1.1k 188.51
Coca-Cola Company (KO) 0.0 $201k 2.8k 71.85
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $200k 2.4k 84.53