$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVAC | INTEVAC INC | $137,000 | +34.3% | 25,000 | 0.0% | 0.03% | +11.1% |
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 | 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.