$449 Million is the total value of Insight Wealth Strategies, LLC's 169 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 32.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $31,412,000 | +5.5% | 257,750 | +5.2% | 6.99% | -11.7% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $30,406,000 | +9.3% | 226,064 | +0.4% | 6.77% | -8.6% |
| TIP | Sell | ISHARES TRtips bd etf | $26,568,000 | +1.7% | 216,002 | -2.5% | 5.92% | -14.9% |
| MBB | Sell | ISHARES TRmbs etf | $26,500,000 | -1.8% | 239,384 | -2.0% | 5.90% | -17.8% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $25,574,000 | +3.0% | 505,521 | -0.8% | 5.69% | -13.8% |
| PFF | Sell | ISHARES TRpfd and incm sec | $25,308,000 | +8.6% | 730,601 | -0.2% | 5.63% | -9.2% |
| CVX | Sell | CHEVRON CORP NEW | $25,155,000 | +23.0% | 281,909 | -0.1% | 5.60% | +2.9% |
| USMV | Buy | ISHARES TRmsci min vol etf | $16,250,000 | +30.2% | 268,023 | +15.9% | 3.62% | +8.9% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $15,461,000 | +37.0% | 215,091 | +8.8% | 3.44% | +14.6% |
| CWB | Buy | SPDR SER TRblmbrg brc cnvrt | $15,316,000 | +40.9% | 253,150 | +11.5% | 3.41% | +17.9% |
| MTUM | Buy | ISHARES TRusa momentum fct | $14,856,000 | +41.3% | 113,403 | +14.9% | 3.31% | +18.2% |
| QUAL | Buy | ISHARES TRusa quality fctr | $14,076,000 | +38.2% | 146,749 | +16.8% | 3.13% | +15.6% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $13,233,000 | +24.7% | 197,275 | +8.4% | 2.95% | +4.3% |
| IQLT | Buy | ISHARES TRintl qlty factor | $13,143,000 | +36.1% | 446,895 | +19.6% | 2.93% | +13.9% |
| EFAV | Buy | ISHARES TRmin vol eafe etf | $12,879,000 | +25.6% | 194,956 | +18.0% | 2.87% | +5.1% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $12,839,000 | +35.4% | 482,846 | +17.4% | 2.86% | +13.3% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $9,622,000 | +25.6% | 117,887 | +18.6% | 2.14% | +5.1% |
| IEMG | Sell | ISHARES INCcore msci emkt | $6,572,000 | +13.9% | 138,076 | -3.2% | 1.46% | -4.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $6,010,000 | +29.1% | 88,009 | +6.1% | 1.34% | +8.0% |
| MSFT | Sell | MICROSOFT CORP | $5,720,000 | +27.4% | 28,105 | -1.3% | 1.27% | +6.5% |
| AAPL | Sell | APPLE INC | $5,480,000 | +23.4% | 15,022 | -14.0% | 1.22% | +3.2% |
| AMZN | Buy | AMAZON COM INC | $4,511,000 | +60.4% | 1,635 | +13.3% | 1.00% | +34.0% |
| SHY | New | ISHARES TR1 3 yr treas bd | $3,414,000 | – | 39,414 | +100.0% | 0.76% | – |
| MUB | Buy | ISHARES TRnational mun etf | $3,398,000 | +21.5% | 29,442 | +19.0% | 0.76% | +1.6% |
| ADBE | Buy | ADOBE INC | $2,530,000 | +63.0% | 5,813 | +19.2% | 0.56% | +36.3% |
| HYD | Buy | VANECK VECTORS ETF TRhigh yld mun etf | $2,373,000 | +58.9% | 40,034 | +40.1% | 0.53% | +33.0% |
| AGZ | Buy | ISHARES TRagency bond etf | $2,218,000 | +15.9% | 18,313 | +15.4% | 0.49% | -2.9% |
| V | Buy | VISA INC | $2,023,000 | +40.6% | 10,474 | +17.3% | 0.45% | +17.5% |
| FB | Buy | FACEBOOK INCcl a | $1,806,000 | +72.8% | 7,953 | +26.9% | 0.40% | +44.6% |
| LRCX | Buy | LAM RESEARCH CORP | $1,683,000 | +48.9% | 5,204 | +10.5% | 0.38% | +24.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,527,000 | +63.0% | 1,077 | +33.6% | 0.34% | +36.5% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,412,000 | +2.2% | 6,804 | -18.7% | 0.31% | -14.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,359,000 | +253.9% | 11,494 | +245.0% | 0.30% | +197.1% |
| CRM | Buy | SALESFORCE COM INC | $1,354,000 | +67.0% | 7,226 | +28.3% | 0.30% | +39.4% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,341,000 | +79.3% | 7,697 | -1.5% | 0.30% | +50.3% |
| TLT | New | ISHARES TR20 yr tr bd etf | $1,321,000 | – | 8,059 | +100.0% | 0.29% | – |
| NVDA | Buy | NVIDIA CORPORATION | $1,315,000 | +64.6% | 3,460 | +14.2% | 0.29% | +37.6% |
| ZTS | Buy | ZOETIS INCcl a | $1,278,000 | +71.5% | 9,329 | +47.3% | 0.28% | +43.9% |
| ADSK | Buy | AUTODESK INC | $1,156,000 | +93.6% | 4,833 | +26.4% | 0.26% | +61.6% |
| EA | New | ELECTRONIC ARTS INC | $1,119,000 | – | 8,477 | +100.0% | 0.25% | – |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,103,000 | +18.1% | 3,022 | +9.7% | 0.25% | -1.2% |
| RCM | Buy | R1 RCM INC | $1,092,000 | +58.5% | 97,901 | +29.2% | 0.24% | +32.8% |
| SPGI | Buy | S&P GLOBAL INC | $1,061,000 | +65.5% | 3,221 | +23.1% | 0.24% | +38.0% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,035,000 | +17.1% | 18,816 | +15.1% | 0.23% | -2.1% |
| BURL | Buy | BURLINGTON STORES INC | $1,008,000 | +60.3% | 5,117 | +28.9% | 0.22% | +34.1% |
| NFLX | Buy | NETFLIX INC | $987,000 | +41.8% | 2,170 | +17.0% | 0.22% | +18.9% |
| FUTY | Sell | FIDELITY COVINGTON TRmsci utils index | $980,000 | -16.7% | 26,884 | -17.9% | 0.22% | -30.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $976,000 | +86.6% | 3,302 | +52.4% | 0.22% | +56.1% |
| AVGO | Buy | BROADCOM INC | $960,000 | +109.2% | 3,041 | +57.0% | 0.21% | +75.4% |
| HUBS | Sell | HUBSPOT INC | $956,000 | +67.4% | 4,259 | -0.6% | 0.21% | +40.1% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $943,000 | +19.1% | 13,583 | -1.9% | 0.21% | -0.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $923,000 | +4.8% | 16,748 | +2.1% | 0.20% | -12.4% |
| PHG | New | KONINKLIJKE PHILIPS N Vny reg sh new | $875,000 | – | 18,685 | +100.0% | 0.20% | – |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $867,000 | +59.7% | 2,055 | +13.9% | 0.19% | +33.1% |
| ROST | Buy | ROSS STORES INC | $816,000 | +45.7% | 9,578 | +48.9% | 0.18% | +22.1% |
| NTSX | Buy | WISDOMTREE TR90/60 balnced fd | $800,000 | +67.7% | 26,177 | +41.3% | 0.18% | +40.2% |
| HD | Buy | HOME DEPOT INC | $798,000 | +35.7% | 3,184 | +1.1% | 0.18% | +14.1% |
| NOW | Buy | SERVICENOW INC | $799,000 | +70.4% | 1,972 | +20.4% | 0.18% | +42.4% |
| FTNT | New | FORTINET INC | $786,000 | – | 5,724 | +100.0% | 0.18% | – |
| CSGP | Buy | COSTAR GROUP INC | $748,000 | +40.3% | 1,052 | +15.9% | 0.17% | +17.6% |
| KO | Buy | COCA COLA CO | $705,000 | +4.3% | 15,787 | +3.4% | 0.16% | -12.8% |
| DGRO | Sell | ISHARES TRcore div grwth | $699,000 | -54.3% | 18,581 | -60.4% | 0.16% | -61.7% |
| EQIX | Buy | EQUINIX INC | $694,000 | +24.4% | 988 | +10.6% | 0.16% | +4.7% |
| TGT | Buy | TARGET CORP | $675,000 | +82.9% | 5,630 | +42.0% | 0.15% | +53.1% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $662,000 | -2.2% | 6,117 | -13.0% | 0.15% | -18.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $648,000 | +20.2% | 4,605 | +12.1% | 0.14% | +0.7% |
| IEFA | Sell | ISHARES TRcore msci eafe | $642,000 | -31.6% | 11,232 | -40.3% | 0.14% | -42.8% |
| MRK | Buy | MERCK & CO. INC | $640,000 | +2.4% | 8,282 | +2.0% | 0.14% | -14.5% |
| DVY | Sell | ISHARES TRselect divid etf | $627,000 | -19.0% | 7,771 | -26.1% | 0.14% | -32.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $619,000 | +34.9% | 11,761 | +16.7% | 0.14% | +13.1% |
| WMT | Buy | WALMART INC | $617,000 | +29.9% | 5,149 | +23.2% | 0.14% | +8.7% |
| CNC | Buy | CENTENE CORP DEL | $605,000 | +19.1% | 9,516 | +11.4% | 0.14% | 0.0% |
| AGGY | Buy | WISDOMTREE TRyield enhancd us | $598,000 | +5.5% | 11,110 | +1.2% | 0.13% | -11.9% |
| INTC | Buy | INTEL CORP | $584,000 | +10.6% | 9,753 | +0.1% | 0.13% | -7.8% |
| NEAR | Sell | ISHARES U S ETF TRsht mat bd etf | $582,000 | -10.9% | 11,638 | -13.6% | 0.13% | -25.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $571,000 | -52.2% | 1,937 | -59.6% | 0.13% | -60.1% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $568,000 | +11.4% | 3,392 | -4.0% | 0.13% | -7.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $561,000 | +33.9% | 14,401 | +18.3% | 0.12% | +11.6% |
| CSCO | Buy | CISCO SYS INC | $542,000 | +164.4% | 11,612 | +122.8% | 0.12% | +120.0% |
| QCOM | New | QUALCOMM INC | $543,000 | – | 5,951 | +100.0% | 0.12% | – |
| NEE | Buy | NEXTERA ENERGY INC | $542,000 | +1.5% | 2,255 | +1.6% | 0.12% | -14.8% |
| PLD | Buy | PROLOGIS INC. | $526,000 | +18.7% | 5,635 | +2.2% | 0.12% | -0.8% |
| TDG | New | TRANSDIGM GROUP INC | $518,000 | – | 1,172 | +100.0% | 0.12% | – |
| IAC | Buy | IAC INTERACTIVECORP | $506,000 | +118.1% | 1,564 | +21.1% | 0.11% | +82.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $503,000 | +11.3% | 4,203 | +2.4% | 0.11% | -6.7% |
| IDV | Sell | ISHARES TRintl sel div etf | $501,000 | -46.2% | 19,952 | -51.5% | 0.11% | -54.8% |
| ICVT | Sell | ISHARES TRconv bd etf | $494,000 | +26.7% | 6,957 | -3.1% | 0.11% | +5.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $491,000 | -29.4% | 1,592 | -40.9% | 0.11% | -41.1% |
| XEL | Buy | XCEL ENERGY INC | $481,000 | +5.9% | 7,698 | +2.2% | 0.11% | -11.6% |
| DIS | Buy | DISNEY WALT CO | $480,000 | +19.1% | 4,308 | +3.3% | 0.11% | 0.0% |
| D | Buy | DOMINION ENERGY INC | $461,000 | +15.0% | 5,676 | +2.3% | 0.10% | -3.7% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $463,000 | +10.2% | 32,807 | +2.8% | 0.10% | -8.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $450,000 | +4.4% | 4,783 | -0.1% | 0.10% | -13.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $438,000 | +16.8% | 7,201 | +2.7% | 0.10% | -2.0% |
| PAYX | Buy | PAYCHEX INC | $438,000 | +23.7% | 5,787 | +2.8% | 0.10% | +4.3% |
| MAA | Buy | MID-AMER APT CMNTYS INC | $430,000 | +13.2% | 3,748 | +1.7% | 0.10% | -5.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $423,000 | -10.6% | 2,367 | -8.5% | 0.09% | -25.4% |
| UL | Buy | UNILEVER PLCspon adr new | $422,000 | +11.3% | 7,689 | +2.5% | 0.09% | -6.9% |
| AGR | Buy | AVANGRID INC | $402,000 | -1.0% | 9,579 | +3.2% | 0.09% | -17.6% |
| MCD | Buy | MCDONALDS CORP | $398,000 | +42.1% | 2,157 | +27.2% | 0.09% | +18.7% |
| WM | New | WASTE MGMT INC DEL | $401,000 | – | 3,785 | +100.0% | 0.09% | – |
| LOW | Buy | LOWES COS INC | $401,000 | +57.9% | 2,965 | +0.4% | 0.09% | +30.9% |
| T | Buy | AT&T INC | $391,000 | +8.0% | 12,942 | +4.2% | 0.09% | -9.4% |
| PZA | Sell | INVESCO EXCH TRADED FD TR IInatl amt muni | $393,000 | -39.8% | 14,804 | -41.5% | 0.09% | -50.0% |
| NSP | New | INSPERITY INC | $387,000 | – | 5,984 | +100.0% | 0.09% | – |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $384,000 | +43.3% | 753 | +22.4% | 0.08% | +19.7% |
| QLYS | New | QUALYS INC | $383,000 | – | 3,682 | +100.0% | 0.08% | – |
| DWMF | Buy | WISDOMTREE TRintk mltifactr | $373,000 | +21.9% | 16,022 | +9.6% | 0.08% | +2.5% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $371,000 | +2.2% | 7,317 | +0.2% | 0.08% | -14.4% |
| ALGN | New | ALIGN TECHNOLOGY INC | $363,000 | – | 1,321 | +100.0% | 0.08% | – |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $363,000 | -6.7% | 2,711 | -15.1% | 0.08% | -22.1% |
| WDAY | New | WORKDAY INCcl a | $362,000 | – | 1,934 | +100.0% | 0.08% | – |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $356,000 | +64.8% | 1,724 | +51.0% | 0.08% | +38.6% |
| GIS | New | GENERAL MLS INC | $351,000 | – | 5,699 | +100.0% | 0.08% | – |
| ASML | New | ASML HOLDING N V | $343,000 | – | 931 | +100.0% | 0.08% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $342,000 | – | 2,832 | +100.0% | 0.08% | – |
| SBUX | New | STARBUCKS CORP | $336,000 | – | 4,563 | +100.0% | 0.08% | – |
| FIBR | Buy | ISHARES TRedge us fixd inm | $339,000 | +4.3% | 3,345 | +0.5% | 0.08% | -12.8% |
| NNN | Buy | NATIONAL RETAIL PROPERTIES I | $338,000 | +12.3% | 9,535 | +1.9% | 0.08% | -6.2% |
| PFE | Buy | PFIZER INC | $331,000 | +2.8% | 10,122 | +2.5% | 0.07% | -14.0% |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $320,000 | – | 5,674 | +100.0% | 0.07% | – |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $319,000 | +10.8% | 1,663 | -13.1% | 0.07% | -7.8% |
| HDV | Sell | ISHARES TRcore high dv etf | $314,000 | +12.9% | 3,872 | -0.5% | 0.07% | -5.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $313,000 | +10.2% | 1,012 | -7.9% | 0.07% | -7.9% |
| CINF | Buy | CINCINNATI FINL CORP | $304,000 | -13.6% | 4,755 | +2.1% | 0.07% | -27.7% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $307,000 | +8.1% | 10,140 | -1.2% | 0.07% | -10.5% |
| DE | Buy | DEERE & CO | $306,000 | +50.0% | 1,947 | +32.0% | 0.07% | +25.9% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $302,000 | +11.9% | 2,028 | +2.7% | 0.07% | -6.9% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $297,000 | -31.6% | 3,127 | -37.2% | 0.07% | -42.6% |
| TJX | Sell | TJX COS INC NEW | $293,000 | -37.4% | 5,788 | -40.9% | 0.06% | -48.0% |
| ES | Buy | EVERSOURCE ENERGY | $287,000 | +9.5% | 3,445 | +2.7% | 0.06% | -8.6% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $287,000 | -14.1% | 1,815 | -33.9% | 0.06% | -28.1% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $282,000 | -76.7% | 5,256 | -80.5% | 0.06% | -80.4% |
| VOO | Sell | VANGUARD INDEX FDS | $282,000 | -2.8% | 994 | -18.8% | 0.06% | -18.2% |
| UNP | Sell | UNION PAC CORP | $278,000 | +14.4% | 1,642 | -4.8% | 0.06% | -4.6% |
| PEP | New | PEPSICO INC | $280,000 | – | 2,115 | +100.0% | 0.06% | – |
| CLX | New | CLOROX CO DEL | $278,000 | – | 1,269 | +100.0% | 0.06% | – |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $271,000 | +3.0% | 3,406 | +3.4% | 0.06% | -14.3% |
| HEFA | Sell | ISHARES TRhdg msci eafe | $263,000 | +13.4% | 9,529 | -0.5% | 0.06% | -4.8% |
| IEI | New | ISHARES TR3 7 yr treas bd | $254,000 | – | 1,903 | +100.0% | 0.06% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $258,000 | – | 840 | +100.0% | 0.06% | – |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $258,000 | -3.0% | 1,040 | -25.6% | 0.06% | -19.7% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $257,000 | +15.2% | 995 | -2.7% | 0.06% | -3.4% |
| ACN | New | ACCENTURE PLC IRELAND | $253,000 | – | 1,179 | +100.0% | 0.06% | – |
| OIA | Buy | INVESCO MUNI INCOME OPP TRST | $247,000 | +22.3% | 34,496 | +17.7% | 0.06% | +1.9% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $242,000 | -16.3% | 1,898 | -35.5% | 0.05% | -29.9% |
| HTA | Buy | HEALTHCARE TR AMER INCcl a new | $241,000 | +13.1% | 9,080 | +3.6% | 0.05% | -5.3% |
| BCE | Buy | BCE INC | $241,000 | +5.7% | 5,780 | +3.6% | 0.05% | -11.5% |
| AJG | New | GALLAGHER ARTHUR J & CO | $244,000 | – | 2,499 | +100.0% | 0.05% | – |
| SON | Buy | SONOCO PRODS CO | $241,000 | +15.9% | 4,607 | +2.6% | 0.05% | -1.8% |
| CVS | Buy | CVS HEALTH CORP | $238,000 | +14.4% | 3,666 | +4.7% | 0.05% | -3.6% |
| DFE | New | WISDOMTREE TReurope smcp dv | $232,000 | – | 4,680 | +100.0% | 0.05% | – |
| SHYD | Buy | VANECK VECTORS ETF TRshort high yield | $228,000 | +7.0% | 9,556 | +0.9% | 0.05% | -10.5% |
| AXP | Buy | AMERICAN EXPRESS CO | $230,000 | +13.3% | 2,418 | +2.1% | 0.05% | -5.6% |
| ROP | New | ROPER TECHNOLOGIES INC | $229,000 | – | 589 | +100.0% | 0.05% | – |
| BYLD | New | ISHARES TRyld optim bd | $227,000 | – | 8,845 | +100.0% | 0.05% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $221,000 | – | 1,096 | +100.0% | 0.05% | – |
| FREL | Sell | FIDELITY COVINGTON TRmsci rl est etf | $214,000 | -40.9% | 9,159 | -47.4% | 0.05% | -50.0% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $213,000 | – | 588 | +100.0% | 0.05% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $213,000 | +2.4% | 2,666 | +3.6% | 0.05% | -14.5% |
| BKLN | New | INVESCO EXCHANGE-TRADED FD Tsr ln etf | $210,000 | – | 9,850 | +100.0% | 0.05% | – |
| USMF | New | WISDOMTREE TRus multifactor | $211,000 | – | 7,058 | +100.0% | 0.05% | – |
| ACWV | New | ISHARES INCmin vol gbl etf | $207,000 | – | 2,362 | +100.0% | 0.05% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $202,000 | – | 324 | +100.0% | 0.04% | – |
| NKE | New | NIKE INCcl b | $204,000 | – | 2,081 | +100.0% | 0.04% | – |
| MYF | Buy | BLACKROCK MUNIYIELD INVT FD | $195,000 | +24.2% | 14,513 | +22.6% | 0.04% | +2.4% |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $166,000 | +11.4% | 16,309 | +2.6% | 0.04% | -7.5% |
| IVAC | INTEVAC INC | $137,000 | +34.3% | 25,000 | 0.0% | 0.03% | +11.1% | |
| CVX | New | CHEVRON CORP NEWcall | $0 | – | 400 | +100.0% | 0.00% | – |
| VCEL | Exit | VERICEL CORP | $0 | – | -10,014 | -100.0% | -0.02% | – |
| CMF | Exit | ISHARES TRcalif mun bd etf | $0 | – | -3,723 | -100.0% | -0.06% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -1,177 | -100.0% | -0.06% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -7,123 | -100.0% | -0.07% | – |
| SPGP | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $0 | – | -5,930 | -100.0% | -0.07% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -6,363 | -100.0% | -0.07% | – |
| IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -5,447 | -100.0% | -0.08% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -3,052 | -100.0% | -0.08% | – |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -10,587 | -100.0% | -0.08% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -12,651 | -100.0% | -0.10% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -4,363 | -100.0% | -0.17% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -5,218 | -100.0% | -0.20% | – |
| IEV | Exit | ISHARES TReurope etf | $0 | – | -21,398 | -100.0% | -0.20% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -3,341 | -100.0% | -0.20% | – |
| IGLB | Exit | ISHARES TRlng tr crprt bd | $0 | – | -42,156 | -100.0% | -0.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-31
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.