$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHY | New | ISHARES TR1 3 yr treas bd | $3,414,000 | – | 39,414 | +100.0% | 0.76% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $1,321,000 | – | 8,059 | +100.0% | 0.29% | – |
| EA | New | ELECTRONIC ARTS INC | $1,119,000 | – | 8,477 | +100.0% | 0.25% | – |
| PHG | New | KONINKLIJKE PHILIPS N Vny reg sh new | $875,000 | – | 18,685 | +100.0% | 0.20% | – |
| FTNT | New | FORTINET INC | $786,000 | – | 5,724 | +100.0% | 0.18% | – |
| QCOM | New | QUALCOMM INC | $543,000 | – | 5,951 | +100.0% | 0.12% | – |
| TDG | New | TRANSDIGM GROUP INC | $518,000 | – | 1,172 | +100.0% | 0.12% | – |
| WM | New | WASTE MGMT INC DEL | $401,000 | – | 3,785 | +100.0% | 0.09% | – |
| NSP | New | INSPERITY INC | $387,000 | – | 5,984 | +100.0% | 0.09% | – |
| QLYS | New | QUALYS INC | $383,000 | – | 3,682 | +100.0% | 0.08% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $363,000 | – | 1,321 | +100.0% | 0.08% | – |
| WDAY | New | WORKDAY INCcl a | $362,000 | – | 1,934 | +100.0% | 0.08% | – |
| 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% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $320,000 | – | 5,674 | +100.0% | 0.07% | – |
| 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% | – |
| 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% | – |
| ACN | New | ACCENTURE PLC IRELAND | $253,000 | – | 1,179 | +100.0% | 0.06% | – |
| AJG | New | GALLAGHER ARTHUR J & CO | $244,000 | – | 2,499 | +100.0% | 0.05% | – |
| DFE | New | WISDOMTREE TReurope smcp dv | $232,000 | – | 4,680 | +100.0% | 0.05% | – |
| 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% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $213,000 | – | 588 | +100.0% | 0.05% | – |
| 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% | – |
| CVX | New | CHEVRON CORP NEWcall | $0 | – | 400 | +100.0% | 0.00% | – |
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.