$711 Million is the total value of Insight Wealth Strategies, LLC's 186 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $4,488,000 | – | 42,509 | +100.0% | 0.63% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $4,450,000 | – | 40,428 | +100.0% | 0.63% | – |
| ANF | New | ABERCROMBIE & FITCH COcl a | $905,000 | – | 24,050 | +100.0% | 0.13% | – |
| IYW | New | ISHARES TRu.s. tech etf | $467,000 | – | 4,609 | +100.0% | 0.07% | – |
| FALN | New | ISHARES TRfaln angls usd | $453,000 | – | 15,055 | +100.0% | 0.06% | – |
| XPEL | New | XPEL INC | $287,000 | – | 3,789 | +100.0% | 0.04% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $241,000 | – | 3,844 | +100.0% | 0.03% | – |
| XOM | New | EXXON MOBIL CORP | $233,000 | – | 3,962 | +100.0% | 0.03% | – |
| IYE | New | ISHARES TRu.s. energy etf | $230,000 | – | 8,129 | +100.0% | 0.03% | – |
| GHYB | New | GOLDMAN SACHS ETF TRaccess hig yld | $216,000 | – | 4,306 | +100.0% | 0.03% | – |
| GIGB | New | GOLDMAN SACHS ETF TRaccess invt gr | $214,000 | – | 3,928 | +100.0% | 0.03% | – |
| IVAC | New | INTEVAC INC | $120,000 | – | 25,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-28
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.