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Insight Wealth Strategies, LLC

13F
Insight Wealth Strategies, LLC
Last update 2024-07-08 157 Stocks (11 new)
Value $703.00 Mil Turnover 10 %
Countries:
Top Holdings: CVX(4.43%)PFF(4.37%)LQD(4.04%)MTUM(3.74%)USMV(3.68%)
Portfolio Report
Summary Stock Picks Current Portfolio
Insight Wealth Strategies, LLC... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CVX 		Chevron Corp
198,850
31104.190
+6.52%
4.430
+0.27%
0.010
-3.92%
+2.13%
267180.975
Oil & Gas
PFF 		iShares U.S. Preferred Stock
973,190
30704.130
+1.37%
4.370
+0.06%
-
+5.96%
+7.25%
15404.417
 
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF
264,891
28375.090
+3.56%
4.040
+0.14%
-
+4.78%
+2.38%
31217.672
 
MTUM 		iShares MSCI USA Momentum Factor ETF
135,028
26312.950
+1.16%
3.740
+0.04%
-
+4.45%
+28.57%
10004.853
 
USMV 		iShares MSCI USA Min Vol Factor ETF
307,893
25850.690
+4.20%
3.680
+0.15%
-
+8.95%
+17.47%
24825.333
 
QUAL 		iShares MSCI USA Quality Factor ETF
150,040
25620.760
+2.21%
3.650
+0.08%
-
+4.00%
+21.16%
49375.915
 
VIGI 		Vanguard International Dividend Appreciation ETF
308,377
25064.870
+5.91%
3.570
+0.20%
-
+9.38%
+10.49%
7057.917
 
GSIE 		Goldman Sachs ActiveBeta International Equity ETF
739,750
24892.580
+4.21%
3.540
+0.14%
-
+6.43%
+10.47%
3777.294
 
FLTR 		VanEck IG Floating Rate ETF
786,589
20065.880
+0.58%
2.860
+0.02%
-
-0.20%
+1.11%
1667.703
 
TLT 		iShares 20+ Year Treasury Bond ETF
214,076
19647.900
+3.48%
2.800
+0.09%
-
+5.01%
-0.21%
61512.175
 

Insight Wealth Strategies, LLC's Historical Top Holdings Breakdowns

Insight Wealth Strategies, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HYG 		iShares iBoxx USD High Yield Corporate Bond ETF2024-06-30Sold Out
-2.23%
●
75.68 ($76.88) 77.45
$80.02
4.08%
Sold Out
0
-195,367
TFLO 		iShares Treasury Floating Rate Bond ETF2024-06-30New Buy
+1.64%
●
50.44 ($50.58) 50.7
$50.56
-0.03%
New holding
227,083
227,083
KIE 		SPDR S&P Insurance ETF2024-06-30Sold Out
-1.29%
●
47.72 ($50.09) 51.83
$56.51
12.82%
Sold Out
0
-168,446
XLF 		Financial Select Sector SPDR2024-06-30New Buy
+1.23%
●
39.59 ($41.15) 42.49
$45.16
9.73%
New holding
210,078
210,078
XLV 		Health Care Select Sector SPDR2024-06-30Sold Out
-1.22%
●
138.43 ($143.45) 147.09
$153.67
7.12%
Sold Out
0
-56,098
IWY 		iShares Russell Top 200 Growth ETF2024-06-30New Buy
+0.62%
●
183.56 ($199.29) 216.15
$218.57
9.67%
New holding
20,427
20,427
XLI 		Industrial Select Sector SPDR2024-06-30Add
+0.62%
●
120.47 ($123.24) 125.94
$134.21
8.90%
Add 71.07%
85,857
35,670
AMGN 		Amgen Inc2024-06-30New Buy
+0.55%
●
262.75 ($293.78) 319.31
$333.84
13.64%
New holding
12,387
12,387
MELI 		MercadoLibre Inc2024-06-30New Buy
+0.54%
●
1356.43 ($1578.7) 1787.73
$2,100.91
33.08%
New holding
2,302
2,302
CTAS 		Cintas Corp2024-06-30New Buy
+0.52%
●
164.59 ($170.75) 178.73
$203.06
18.93%
New holding
21,040
5,260

Insight Wealth Strategies, LLC Total Holding History ($B)

To

Insight Wealth Strategies, LLC's Asset Allocation

To

Insight Wealth Strategies, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Insight Wealth Strategies, LLC's Hypothetical Growth since 2024-06-30

Insight Wealth Strategies, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Insight Wealth Strategies, LLC's Holdings Heat Map

Size field:

Insight Wealth Strategies, LLC's Holdings Bubble Chart

Insight Wealth Strategies, LLC News

  • 1

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