$376 Million is the total value of Insight Wealth Strategies, LLC's 150 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -12,907 | -100.0% | -0.04% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -2,432 | -100.0% | -0.04% | – |
| RPG | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $0 | – | -1,630 | -100.0% | -0.04% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -6,216 | -100.0% | -0.05% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -1,104 | -100.0% | -0.05% | – |
| HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -3,126 | -100.0% | -0.05% | – |
| NVTA | Exit | INVITAE CORP | $0 | – | -13,855 | -100.0% | -0.05% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,371 | -100.0% | -0.05% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -5,411 | -100.0% | -0.05% | – |
| EPR | Exit | EPR PPTYS | $0 | – | -3,318 | -100.0% | -0.05% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -7,625 | -100.0% | -0.05% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -2,976 | -100.0% | -0.05% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -2,707 | -100.0% | -0.05% | – |
| EEMV | Exit | ISHARES INCmin vol emrg mkt | $0 | – | -4,448 | -100.0% | -0.06% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -4,665 | -100.0% | -0.06% | – |
| VIG | Exit | VANGUARD GROUPdiv app etf | $0 | – | -2,176 | -100.0% | -0.06% | – |
| CNP | Exit | CENTERPOINT ENERGY INC | $0 | – | -10,079 | -100.0% | -0.06% | – |
| RDIV | Exit | INVESCO EXCHNG TRADED FD TRs&p ultra divide | $0 | – | -7,057 | -100.0% | -0.06% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -3,228 | -100.0% | -0.06% | – |
| DFE | Exit | WISDOMTREE TReurope smcp dv | $0 | – | -4,684 | -100.0% | -0.06% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -978 | -100.0% | -0.07% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -3,807 | -100.0% | -0.07% | – |
| AYX | Exit | ALTERYX INC | $0 | – | -3,382 | -100.0% | -0.07% | – |
| BIL | Exit | SPDR SERIES TRUSTspdr bloomberg | $0 | – | -3,770 | -100.0% | -0.07% | – |
| TLND | Exit | TALEND S Aads | $0 | – | -8,812 | -100.0% | -0.07% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -6,099 | -100.0% | -0.08% | – |
| WPC | Exit | W P CAREY INC | $0 | – | -4,682 | -100.0% | -0.08% | – |
| ACWV | Exit | ISHARES INCmin vol gbl etf | $0 | – | -3,887 | -100.0% | -0.08% | – |
| PSP | Exit | INVESCO EXCHANGE TRADED FD Tgbl listed pvt | $0 | – | -29,155 | -100.0% | -0.08% | – |
| C | Exit | CITIGROUP INC | $0 | – | -5,124 | -100.0% | -0.09% | – |
| LIN | Exit | LINDE PLC | $0 | – | -2,019 | -100.0% | -0.09% | – |
| PLNT | Exit | PLANET FITNESS INCcl a | $0 | – | -5,902 | -100.0% | -0.09% | – |
| LPT | Exit | LIBERTY PPTY TRsh ben int | $0 | – | -7,584 | -100.0% | -0.10% | – |
| ARCC | Exit | ARES CAP CORP | $0 | – | -24,434 | -100.0% | -0.10% | – |
| LAMR | Exit | LAMAR ADVERTISING CO NEWcl a | $0 | – | -5,276 | -100.0% | -0.10% | – |
| CF | Exit | CF INDS HLDGS INC | $0 | – | -9,842 | -100.0% | -0.10% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -2,742 | -100.0% | -0.10% | – |
| NMIH | Exit | NMI HLDGS INCcl a | $0 | – | -14,771 | -100.0% | -0.10% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -4,411 | -100.0% | -0.11% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -390 | -100.0% | -0.11% | – |
| LGLV | Exit | SPDR SERIES TRUSTssga us lrg etf | $0 | – | -4,608 | -100.0% | -0.11% | – |
| AJG | Exit | GALLAGHER ARTHUR J & CO | $0 | – | -5,545 | -100.0% | -0.11% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -11,318 | -100.0% | -0.12% | – |
| AVLR | Exit | AVALARA INC | $0 | – | -7,660 | -100.0% | -0.12% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -6,425 | -100.0% | -0.12% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -5,453 | -100.0% | -0.13% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -3,866 | -100.0% | -0.14% | – |
| IGIB | Exit | ISHARES TRintrm tr crp etf | $0 | – | -11,514 | -100.0% | -0.14% | – |
| GBIL | Exit | GOLDMAN SACHS ETF TRacces treasury | $0 | – | -6,919 | -100.0% | -0.15% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -2,709 | -100.0% | -0.16% | – |
| TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -1,435 | -100.0% | -0.17% | – |
| CACG | Exit | LEGG MASON ETF INVT TRclrbrg gwt etf | $0 | – | -27,941 | -100.0% | -0.20% | – |
| WCG | Exit | WELLCARE HEALTH PLANS INC | $0 | – | -6,349 | -100.0% | -0.44% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -29,997 | -100.0% | -0.55% | – |
| BKLN | Exit | INVESCO EXCHNG TRADED FD TRsr ln etf | $0 | – | -119,002 | -100.0% | -0.58% | – |
| FTCS | Exit | FIRST TR EXCHANGE TRADED FDcap strength etf | $0 | – | -122,260 | -100.0% | -1.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CHEVRON CORP NEW | 20 | Q3 2023 | 7.8% |
| ISHARES TR | 20 | Q3 2023 | 7.2% |
| ISHARES TR | 20 | Q3 2023 | 6.2% |
| ISHARES TR | 20 | Q3 2023 | 7.4% |
| ISHARES TR | 20 | Q3 2023 | 4.9% |
| ISHARES TR | 20 | Q3 2023 | 6.6% |
| SPDR SER TR | 20 | Q3 2023 | 5.4% |
| ISHARES TR | 20 | Q3 2023 | 4.4% |
| ISHARES TR | 20 | Q3 2023 | 6.9% |
| ISHARES TR | 20 | Q3 2023 | 4.9% |
View Insight Wealth Strategies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-01-31 |
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.