Insight Wealth Strategies, LLC Buys iShares MBS ETF, Invesco National AMT-Free Municipal Bond ETFo, First Trust US Equity Opportunities, Sells SPDR Bloomberg Barclays Investment Grade Floating , iShares Floating Rate Bond, Vanguard Small-Cap Growth

• New Purchases: PZA, FPX, IEMG, IDV, BA, SBUX, AMT, IEFA, OLLI, IWD, SAVE, ES, WMT, WM, MUB, DE, MSI, IWF, LOW, AVGO, UL, BAC, TJX, ACWV, MYF,
• Added Positions: MBB, RCM, IEF, JNJ, AAPL, EEM, LQD, CWB, SCZ, IJR, DVY, JPST, AMZN, HD, PFF, USMV, TIP, UNH, MSFT, DGRO, BIL, TLT, HYG, SCHM, KO, V, DFE, GOOGL, ADBE, MRK, UNP, ATHM, ROST, CRM, RP, EMR, ZTS, PFE, PYPL, SPGI, VZ, ORLY, WCG, MCD, ADSK, BSX, DIS, GOOG, TSS, LLY, CF, ABT, CSCO, CMCSA, ADP, DRI, NOW, WHD, ANTM, FIVE, OIA, AXP, NKE, VRS, WP, LIN, TGT, SPY, MORN, NEE, EFA, POOL, PEG, FE, CSX, CME, RDS.A,
• Reduced Positions: FLRN, FLOT, CVX, IVW, MA, JPM, FB, BURL, EXC, QQQ, NFLX, NVDA, OGE, VCEL,
• Sold Out: VBK, COST, FLT, ETFC, ILMN, HUM, SYY, JAZZ, MPC, UTX, MDT, AES, VRNS, XOM, IVV, IJH, SIVB, AGI, AUY,

For the details of Insight Wealth Strategies, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/insight+wealth+strategies%2C+llc/current-portfolio/portfolio

1. Chevron Corp (CVX) - 218,316 shares, 9.12% of the total portfolio. Shares reduced by 6.87%
2. SPDR Index Shares Fund Portfolio Emerging Markets (SPEM) - 630,223 shares, 7.64% of the total portfolio. Shares reduced by 0.93%
3. iShares MBS ETF (MBB) - 196,193 shares, 7.07% of the total portfolio. Shares added by 1140.47%
4. Invesco National AMT-Free Municipal Bond ETFo (PZA) - 743,156 shares, 6.47% of the total portfolio. New Position
5. iShares S&P 500 Growth (IVW) - 91,365 shares, 5.34% of the total portfolio. Shares reduced by 10.49%

Insight Wealth Strategies, LLC initiated holding in Invesco National AMT-Free Municipal Bond ETFo. The purchase prices were between $24.89 and $25.69, with an estimated average price of $25.18. The stock is now traded at around $25.67. The impact to a portfolio due to this purchase was 6.47%. The holding were 743,156 shares as of .

Insight Wealth Strategies, LLC initiated holding in First Trust US Equity Opportunities. The purchase prices were between $60.37 and $75.56, with an estimated average price of $70.26. The stock is now traded at around $75.43. The impact to a portfolio due to this purchase was 1.9%. The holding were 103,777 shares as of .

Insight Wealth Strategies, LLC initiated holding in iShares Core MSCI Emerging Markets. The purchase prices were between $46.41 and $52.64, with an estimated average price of $50.58. The stock is now traded at around $52.66. The impact to a portfolio due to this purchase was 0.65%. The holding were 37,051 shares as of .

Insight Wealth Strategies, LLC initiated holding in iShares International Select Dividend. The purchase prices were between $28.64 and $32.17, with an estimated average price of $30.8. The stock is now traded at around $31.56. The impact to a portfolio due to this purchase was 0.52%. The holding were 49,277 shares as of .

Insight Wealth Strategies, LLC initiated holding in Boeing Co. The purchase prices were between $310.9 and $440.62, with an estimated average price of $384.16. The stock is now traded at around $375.46. The impact to a portfolio due to this purchase was 0.29%. The holding were 2,265 shares as of .

Insight Wealth Strategies, LLC initiated holding in Starbucks Corp. The purchase prices were between $61.53 and $74.34, with an estimated average price of $68.63. The stock is now traded at around $76.39. The impact to a portfolio due to this purchase was 0.24%. The holding were 9,503 shares as of .

Insight Wealth Strategies, LLC added to a holding in iShares MBS ETF by 1140.47%. The purchase prices were between $104.56 and $106.49, with an estimated average price of $105.16. The stock is now traded at around $105.83. The impact to a portfolio due to this purchase was 6.5%. The holding were 196,193 shares as of .

Insight Wealth Strategies, LLC added to a holding in R1 RCM Inc by 116.25%. The purchase prices were between $7.52 and $10.15, with an estimated average price of $9.03. The stock is now traded at around $10.48. The impact to a portfolio due to this purchase was 0.31%. The holding were 177,571 shares as of .

Insight Wealth Strategies, LLC added to a holding in iShares 7-10 Year Treasury Bond ETF by 124.08%. The purchase prices were between $103.43 and $106.84, with an estimated average price of $104.55. The stock is now traded at around $105.76. The impact to a portfolio due to this purchase was 0.29%. The holding were 14,482 shares as of .

Insight Wealth Strategies, LLC added to a holding in Johnson & Johnson by 262.48%. The purchase prices were between $125.72 and $139.79, with an estimated average price of $133.86. The stock is now traded at around $139.20. The impact to a portfolio due to this purchase was 0.25%. The holding were 7,449 shares as of .

Insight Wealth Strategies, LLC added to a holding in iShares MSCI Emerging Index Fund by 49.36%. The purchase prices were between $38.45 and $43.71, with an estimated average price of $42.03. The stock is now traded at around $43.77. The impact to a portfolio due to this purchase was 0.25%. The holding were 51,280 shares as of .

Insight Wealth Strategies, LLC added to a holding in SPDR Bloomberg Barclays Convertible Securities by 46.87%. The purchase prices were between $45.94 and $52.83, with an estimated average price of $50.65. The stock is now traded at around $53.14. The impact to a portfolio due to this purchase was 0.22%. The holding were 38,209 shares as of .

Insight Wealth Strategies, LLC sold out a holding in Vanguard Small-Cap Growth. The sale prices were between $146.61 and $182.35, with an estimated average price of $171.43.

Insight Wealth Strategies, LLC sold out a holding in Costco Wholesale Corp. The sale prices were between $200.42 and $242.14, with an estimated average price of $218.37.

Insight Wealth Strategies, LLC sold out a holding in Fleetcor Technologies Inc. The sale prices were between $181.6 and $246.59, with an estimated average price of $215.71.

Insight Wealth Strategies, LLC sold out a holding in E*TRADE Financial Corp. The sale prices were between $43.4 and $50.66, with an estimated average price of $47.6.

Insight Wealth Strategies, LLC sold out a holding in Illumina Inc. The sale prices were between $272.57 and $321.18, with an estimated average price of $300.

Insight Wealth Strategies, LLC sold out a holding in Humana Inc. The sale prices were between $262.61 and $310.3, with an estimated average price of $288.61.