Insight Wealth Strategies

Insight Wealth Strategies as of Dec. 31, 2024

Portfolio Holdings for Insight Wealth Strategies

Insight Wealth Strategies holds 152 positions in its portfolio as reported in the December 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 344k 88.79
Chevron Corporation (CVX) 3.9 $29M 201k 144.84
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.8 $28M 263k 106.84
Ishares Tr Mbs Etf (MBB) 3.6 $27M 293k 91.68
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.5 $26M 148k 178.08
Goldman Sachs Etf Tr Activebeta Int (GSIE) 3.4 $26M 763k 33.34
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.4 $25M 313k 79.99
Ishares Tr 7-10 Yr Trsy Bd (IEF) 3.2 $24M 258k 92.45
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.2 $24M 318k 74.78
Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.1 $23M 263k 87.33
Ishares Tr Pfd And Incm Sec (PFF) 2.9 $21M 679k 31.44
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 2.5 $19M 607k 30.52
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.0 $15M 300k 50.71
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 2.0 $15M 696k 21.07
Vanguard Whitehall Fds High Div Yld (VYM) 1.7 $12M 97k 127.59
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $12M 106k 115.22
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $12M 122k 96.53
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.5 $11M 49k 224.35
Ishares Tr Conv Bd Etf (ICVT) 1.5 $11M 127k 84.97
Select Sector Spdr Tr Financial (XLF) 1.4 $10M 210k 48.33
Apple (AAPL) 1.3 $9.5M 38k 250.42
Ishares Tr Tips Bd Etf (TIP) 1.2 $9.1M 85k 106.55
Spdr Ser Tr S&p Oilgas Exp (XOP) 1.1 $8.5M 64k 132.37
First Tr Exchange-traded Dj Internt Idx (FDN) 1.1 $8.4M 35k 243.17
Lam Research Corporation 1.0 $7.5M 104k 72.23
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.9 $6.5M 82k 78.61
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.8 $6.3M 58k 109.80
Amazon (AMZN) 0.8 $6.1M 28k 219.39
Alphabet Cap Stk Cl A (GOOGL) 0.8 $6.0M 32k 189.30
Broadcom (AVGO) 0.8 $5.9M 25k 231.84
Palantir Technologies Cl A (PLTR) 0.8 $5.6M 74k 75.63
American Express Company (AXP) 0.7 $5.6M 19k 296.78
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.7 $5.6M 102k 54.48
Ishares Tr High Yld Systm B (HYDB) 0.7 $5.5M 116k 47.01
Cambria Etf Tr Cambria Fgn Shr (FYLD) 0.7 $5.3M 212k 25.21
Microsoft Corporation (MSFT) 0.7 $5.3M 13k 421.50
McKesson Corporation (MCK) 0.6 $4.8M 8.4k 569.92
Moody's Corporation (MCO) 0.6 $4.7M 9.9k 473.35
Automatic Data Processing (ADP) 0.6 $4.7M 16k 292.73
Motorola Solutions Com New (MSI) 0.6 $4.7M 10k 462.21
SYSCO Corporation (SYY) 0.6 $4.6M 60k 76.46
W.W. Grainger (GWW) 0.6 $4.6M 4.3k 1054.02
AmerisourceBergen (COR) 0.6 $4.5M 20k 224.68
NVIDIA Corporation (NVDA) 0.6 $4.5M 34k 134.29
Home Depot (HD) 0.6 $4.5M 12k 388.98
Cheniere Energy Com New (LNG) 0.6 $4.5M 21k 214.87
Jefferies Finl Group (JEF) 0.6 $4.4M 56k 78.40
Reinsurance Grp Of America I Com New (RGA) 0.6 $4.3M 20k 213.63
Hubbell (HUBB) 0.6 $4.3M 10k 418.88
Sherwin-Williams Company (SHW) 0.6 $4.2M 13k 339.93
IDEXX Laboratories (IDXX) 0.6 $4.2M 10k 413.44
Hershey Company (HSY) 0.6 $4.2M 25k 169.35
Lamb Weston Hldgs (LW) 0.6 $4.1M 62k 66.83
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $4.1M 81k 50.88
Technipfmc (FTI) 0.5 $4.1M 141k 28.94
Paccar (PCAR) 0.5 $4.1M 39k 104.02
Fortinet (FTNT) 0.5 $4.0M 43k 94.48
Arch Cap Group Ord (ACGL) 0.5 $4.0M 43k 92.35
Cintas Corporation (CTAS) 0.5 $3.9M 22k 182.70
Block Cl A (SQ) 0.5 $3.9M 46k 84.99
Flowserve Corporation (FLS) 0.5 $3.9M 68k 57.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $3.8M 6.6k 586.07
Vaneck Etf Trust High Yld Munietf (HYD) 0.5 $3.8M 74k 51.91
Amgen (AMGN) 0.5 $3.8M 15k 260.63
Ishares Tr National Mun Etf (MUB) 0.5 $3.7M 35k 106.55
Accenture Plc Ireland Shs Class A (ACN) 0.5 $3.7M 11k 351.80
CoStar (CSGP) 0.5 $3.7M 52k 71.59
Kla Corp Com New (KLAC) 0.5 $3.6M 5.7k 630.11
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $3.6M 72k 50.13
Seagate Technology Hldngs Pl Ord Shs (STX) 0.5 $3.5M 41k 86.31
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.5 $3.5M 27k 128.70
Cdw (CDW) 0.5 $3.4M 20k 174.04
Ishares Tr Jpmorgan Usd Emg (EMB) 0.4 $3.1M 35k 89.04
UnitedHealth (UNH) 0.4 $3.1M 6.2k 505.83
Spdr Ser Tr Bloomberg High Y (JNK) 0.4 $3.1M 33k 95.47
Payoneer Global (PAYO) 0.4 $3.0M 295k 10.04
JPMorgan Chase & Co. (JPM) 0.4 $3.0M 12k 239.70
Mueller Industries (MLI) 0.4 $3.0M 37k 79.36
Brown & Brown (BRO) 0.4 $2.7M 26k 102.02
Interactive Brokers Group In Com Cl A (IBKR) 0.4 $2.7M 15k 176.68
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.5M 13k 190.44
Old Republic International Corporation (ORI) 0.3 $2.4M 67k 36.19
Fidelity National Information Services (FIS) 0.3 $2.4M 29k 80.77
Waste Management (WM) 0.3 $2.3M 12k 201.79
Cardinal Health (CAH) 0.3 $2.3M 20k 118.27
Caterpillar (CAT) 0.3 $2.3M 6.4k 362.74
Blue Bird Corp (BLBD) 0.3 $2.3M 60k 38.63
Texas Instruments Incorporated (TXN) 0.3 $2.3M 12k 187.51
Union Pacific Corporation (UNP) 0.3 $2.3M 9.9k 228.04
Intercontinental Exchange (ICE) 0.3 $2.2M 15k 149.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.1M 4.1k 511.26
Honeywell International (HON) 0.3 $2.1M 9.2k 225.90
Oracle Corporation (ORCL) 0.3 $2.0M 12k 166.64
American Tower Reit (AMT) 0.3 $2.0M 11k 183.41
Wal-Mart Stores (WMT) 0.3 $2.0M 22k 90.35
SM Energy (SM) 0.3 $2.0M 51k 38.76
Linde SHS (LIN) 0.2 $1.7M 4.1k 418.71
Exxon Mobil Corporation (XOM) 0.2 $1.7M 16k 107.57
Hartford Financial Services (HIG) 0.2 $1.6M 15k 109.40
Wisdomtree Tr Us Efficient Cor (NTSX) 0.2 $1.5M 33k 46.69
First Tr Exchange-traded Managd Mun Etf (FMB) 0.2 $1.3M 25k 51.01
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $1.2M 5.8k 206.93
Tesla Motors (TSLA) 0.1 $1.1M 2.7k 403.84
Northern Oil And Gas Inc Mn (NOG) 0.1 $1.1M 29k 37.16
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.0M 1.7k 588.79
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $896k 12k 77.89
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $818k 2.0k 401.56
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $798k 5.7k 139.36
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $756k 3.9k 195.81
TJX Companies (TJX) 0.1 $748k 6.2k 120.81
Ishares Tr Core Div Grwth (DGRO) 0.1 $741k 12k 61.34
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $732k 16k 44.87
Meta Platforms Cl A (META) 0.1 $625k 1.1k 585.73
Trust For Professional Man Convergence Lng (CLSE) 0.1 $616k 27k 22.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $599k 1.1k 538.79
Visa Com Cl A (V) 0.1 $588k 1.9k 315.95
Netflix (NFLX) 0.1 $585k 656.00 891.32
Pepsi (PEP) 0.1 $568k 3.7k 152.06
Ishares Tr Msci Eafe Etf (EFA) 0.1 $516k 6.8k 75.62
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $490k 4.8k 101.54
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $459k 18k 25.58
Vanguard Index Fds Growth Etf (VUG) 0.1 $450k 1.1k 410.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $447k 986.00 453.08
Ishares Tr Select Divid Etf (DVY) 0.1 $440k 3.4k 131.28
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.1 $440k 8.6k 51.20
Targa Res Corp (TRGP) 0.1 $438k 2.5k 178.47
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $428k 6.1k 70.71
Bank of America Corporation (BAC) 0.0 $358k 8.2k 43.95
Strategy Ns 7handl Idx (HNDL) 0.0 $354k 17k 21.33
Wec Energy Group (WEC) 0.0 $348k 3.7k 94.05
Ishares Tr Russell 2000 Etf (IWM) 0.0 $337k 1.5k 220.97
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.0 $334k 5.2k 64.06
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $331k 6.6k 50.47
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $315k 3.6k 87.91
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 0.0 $306k 13k 23.27
Leidos Holdings (LDOS) 0.0 $299k 2.1k 144.09
Bio Rad Labs Cl A (BIO) 0.0 $298k 906.00 328.51
Ies Hldgs (IESC) 0.0 $269k 1.3k 200.96
Series Portfolios Tr Panagram Bbb B (CLOZ) 0.0 $252k 9.3k 26.95
Blackrock Etf Trust Ii High Yld Muni In (HYMU) 0.0 $250k 11k 22.66
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.0 $250k 5.2k 48.29
Invesco Van Kampen Muni Opp Trust (VMO) 0.0 $247k 25k 9.72
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $233k 804.00 289.66
Lowe's Companies (LOW) 0.0 $230k 931.00 246.89
Invesco Municipal Income Opp Trust (OIA) 0.0 $228k 39k 5.90
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $226k 932.00 242.14
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $223k 6.0k 37.12
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $223k 2.0k 110.26
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $220k 7.9k 27.87
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $207k 1.1k 185.15
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $144k 13k 11.28
Richardson Electronics (RELL) 0.0 $140k 10k 14.03