$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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.