Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
CHEVRON CORP NEW | 23 | Q2 2024 | 7.8% |
ISHARES TR | 23 | Q2 2024 | 6.2% |
ISHARES TR | 23 | Q2 2024 | 7.2% |
ISHARES TR | 23 | Q2 2024 | 7.4% |
ISHARES TR | 23 | Q2 2024 | 4.9% |
ISHARES TR | 23 | Q2 2024 | 6.6% |
SPDR SER TR | 23 | Q2 2024 | 5.4% |
ISHARES TR | 23 | Q2 2024 | 6.9% |
ISHARES TR | 23 | Q2 2024 | 4.4% |
ISHARES TR | 23 | Q2 2024 | 4.2% |
View Insight Wealth Strategies, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-08 |
13F-HR | 2024-04-05 |
13F-HR | 2024-01-12 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-06 |
13F-HR | 2023-01-06 |
13F-HR | 2022-10-03 |
13F-HR | 2022-07-01 |
13F-HR | 2022-04-12 |
View Insight Wealth Strategies, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.