$702 Million is the total value of Insight Wealth Strategies, LLC's 152 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 28.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TIP | Buy | ISHARES TRtips bd etf | $35,009,000 | +39.9% | 270,964 | +38.3% | 4.99% | +41.8% |
| CVX | Sell | CHEVRON CORP NEW | $33,846,000 | +0.2% | 288,420 | -13.4% | 4.82% | +1.5% |
| USMV | Sell | ISHARES TRmsci usa min vol | $31,892,000 | +3.9% | 394,210 | -5.6% | 4.54% | +5.3% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $30,921,000 | +1.8% | 170,065 | -1.7% | 4.41% | +3.1% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $29,558,000 | +4.7% | 838,055 | +1.4% | 4.21% | +6.1% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $29,310,000 | +2.5% | 343,128 | +4.7% | 4.18% | +3.8% |
| IQLT | Sell | ISHARES TRmsci intl qualty | $29,278,000 | +1.6% | 743,484 | -2.2% | 4.17% | +3.0% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $27,792,000 | +19.9% | 209,716 | +20.4% | 3.96% | +21.5% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $27,675,000 | +2.3% | 360,494 | +0.4% | 3.94% | +3.6% |
| CWB | Buy | SPDR SER TRbloomberg conv | $27,413,000 | -2.3% | 330,435 | +0.5% | 3.91% | -1.0% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $25,436,000 | +1.6% | 174,743 | -8.0% | 3.62% | +2.9% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $24,248,000 | +16.1% | 209,683 | +2.8% | 3.46% | +17.6% |
| PFF | Sell | ISHARES TRpfd and incm sec | $24,139,000 | -14.5% | 612,192 | -15.9% | 3.44% | -13.4% |
| MBB | Sell | ISHARES TRmbs etf | $22,853,000 | -3.2% | 212,727 | -2.6% | 3.26% | -2.0% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $22,845,000 | +1.1% | 450,324 | +1.3% | 3.26% | +2.4% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $20,508,000 | -17.9% | 235,703 | -17.4% | 2.92% | -16.8% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $14,533,000 | +3240.9% | 169,894 | +3266.2% | 2.07% | +3295.1% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $14,431,000 | -6.2% | 126,020 | -10.6% | 2.06% | -5.0% |
| VLUE | Sell | ISHARES TRmsci usa value | $13,576,000 | +2.1% | 124,014 | -6.1% | 1.94% | +3.4% |
| MSFT | Sell | MICROSOFT CORP | $13,299,000 | +11.5% | 39,543 | -6.5% | 1.90% | +12.9% |
| IEMG | Sell | ISHARES INCcore msci emkt | $12,286,000 | -9.5% | 205,247 | -6.7% | 1.75% | -8.4% |
| AAPL | Sell | APPLE INC | $11,250,000 | +24.8% | 63,357 | -0.6% | 1.60% | +26.4% |
| LRCX | Buy | LAM RESEARCH CORP | $5,444,000 | +38.5% | 7,570 | +9.6% | 0.78% | +40.3% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $4,772,000 | -79.9% | 41,499 | -79.9% | 0.68% | -79.7% |
| VCLT | Buy | VANGUARD SCOTTSDALE FDSlg-term cor bd | $4,509,000 | +0.5% | 42,600 | +0.2% | 0.64% | +1.9% |
| HYD | Buy | VANECK ETF TRUSThigh yld munietf | $4,192,000 | +0.6% | 67,140 | +0.7% | 0.60% | +1.9% |
| AMZN | Buy | AMAZON COM INC | $3,895,000 | +5.3% | 1,168 | +3.7% | 0.56% | +6.7% |
| V | Buy | VISA INC | $3,745,000 | +5.5% | 17,280 | +8.4% | 0.53% | +6.8% |
| AVGO | Buy | BROADCOM INC | $3,208,000 | +44.7% | 4,820 | +5.4% | 0.46% | +46.5% |
| ZTS | Sell | ZOETIS INCcl a | $3,185,000 | +25.6% | 13,051 | -0.1% | 0.45% | +27.2% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $3,094,000 | +5.2% | 1,068 | -2.9% | 0.44% | +6.5% |
| MUB | Sell | ISHARES TRnational mun etf | $2,902,000 | -3.1% | 24,957 | -3.2% | 0.41% | -1.7% |
| NEE | Buy | NEXTERA ENERGY INC | $2,858,000 | +38.0% | 30,611 | +16.1% | 0.41% | +39.9% |
| FTNT | Sell | FORTINET INC | $2,664,000 | +14.1% | 7,413 | -7.3% | 0.38% | +15.5% |
| RCM | Buy | R1 RCM INC | $2,599,000 | +16.5% | 101,955 | +0.6% | 0.37% | +17.8% |
| SPGI | Buy | S&P GLOBAL INC | $2,543,000 | +11.9% | 5,389 | +0.8% | 0.36% | +13.1% |
| CNC | Sell | CENTENE CORP DEL | $2,536,000 | +31.5% | 30,774 | -0.6% | 0.36% | +33.2% |
| NVDA | Sell | NVIDIA CORPORATION | $2,527,000 | -1.4% | 8,592 | -30.6% | 0.36% | -0.3% |
| CRM | Buy | SALESFORCE COM INC | $2,453,000 | -5.8% | 9,652 | +0.5% | 0.35% | -4.4% |
| EQIX | Buy | EQUINIX INC | $2,412,000 | +20.1% | 2,852 | +12.2% | 0.34% | +22.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $2,379,000 | +0.4% | 4,195 | +2.0% | 0.34% | +1.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,346,000 | +29.3% | 13,713 | +22.0% | 0.33% | +31.0% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $2,336,000 | +15.1% | 3,307 | -0.4% | 0.33% | +16.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,305,000 | +42.8% | 4,589 | +11.1% | 0.33% | +44.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $2,243,000 | +20.0% | 6,312 | +16.5% | 0.32% | +21.7% |
| PEP | Buy | PEPSICO INC | $2,157,000 | +18.1% | 12,415 | +2.2% | 0.31% | +19.5% |
| QLYS | Buy | QUALYS INC | $2,153,000 | +26.6% | 15,692 | +2.7% | 0.31% | +28.5% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $2,121,000 | +34.2% | 14,737 | -4.0% | 0.30% | +36.0% |
| ROST | Buy | ROSS STORES INC | $2,121,000 | +14.3% | 18,560 | +8.8% | 0.30% | +15.7% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $2,079,000 | +51.1% | 36,480 | +50.5% | 0.30% | +52.6% |
| TGT | Buy | TARGET CORP | $1,946,000 | +18.1% | 8,406 | +16.7% | 0.28% | +19.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,930,000 | +16.1% | 38,356 | +29.0% | 0.28% | +17.5% |
| HUBS | Sell | HUBSPOT INC | $1,906,000 | -18.5% | 2,891 | -16.4% | 0.27% | -17.3% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,864,000 | -24.0% | 9,882 | +4.8% | 0.27% | -22.9% |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $1,843,000 | – | 33,570 | +100.0% | 0.26% | – |
| DE | Buy | DEERE & CO | $1,841,000 | +8.4% | 5,369 | +5.9% | 0.26% | +9.6% |
| DIOD | Sell | DIODES INC | $1,828,000 | +21.0% | 16,646 | -0.2% | 0.26% | +22.5% |
| RH | Buy | RH | $1,785,000 | -12.0% | 3,330 | +9.5% | 0.25% | -10.9% |
| WM | Buy | WASTE MGMT INC DEL | $1,761,000 | +18.9% | 10,550 | +6.4% | 0.25% | +20.7% |
| NTAP | Buy | NETAPP INC | $1,755,000 | +9.6% | 19,078 | +6.9% | 0.25% | +11.1% |
| HD | Buy | HOME DEPOT INC | $1,757,000 | +38.1% | 4,233 | +9.2% | 0.25% | +39.7% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,688,000 | +9.7% | 4,697 | +6.1% | 0.24% | +11.1% |
| QCOM | Buy | QUALCOMM INC | $1,654,000 | +60.7% | 9,045 | +13.4% | 0.24% | +62.8% |
| NOW | Sell | SERVICENOW INC | $1,630,000 | +3.6% | 2,511 | -0.8% | 0.23% | +5.0% |
| KO | Buy | COCA COLA CO | $1,559,000 | +33.1% | 26,322 | +17.9% | 0.22% | +34.5% |
| DRI | Buy | DARDEN RESTAURANTS INC | $1,548,000 | +19.6% | 10,277 | +20.3% | 0.22% | +21.4% |
| NFLX | Buy | NETFLIX INC | $1,547,000 | +0.5% | 2,568 | +1.9% | 0.22% | +1.4% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $1,537,000 | +23.4% | 9,058 | +8.1% | 0.22% | +25.1% |
| FE | Buy | FIRSTENERGY CORP | $1,524,000 | +37.1% | 36,642 | +17.3% | 0.22% | +39.1% |
| PHG | Buy | KONINKLIJKE PHILIPS N V | $1,518,000 | -6.5% | 41,188 | +12.8% | 0.22% | -5.3% |
| UNP | Buy | UNION PAC CORP | $1,512,000 | +48.8% | 6,003 | +15.8% | 0.22% | +50.3% |
| SPSC | New | SPS COMM INC | $1,498,000 | – | 10,522 | +100.0% | 0.21% | – |
| MCD | Buy | MCDONALDS CORP | $1,491,000 | +29.5% | 5,563 | +16.5% | 0.21% | +31.5% |
| DIS | Buy | DISNEY WALT CO | $1,471,000 | +10.3% | 9,499 | +20.4% | 0.21% | +11.7% |
| IDXX | New | IDEXX LABS INC | $1,462,000 | – | 2,221 | +100.0% | 0.21% | – |
| DHI | Buy | D R HORTON INC | $1,461,000 | +48.9% | 13,468 | +15.3% | 0.21% | +50.7% |
| AMRC | Buy | AMERESCO INCcl a | $1,451,000 | +45.1% | 17,815 | +4.1% | 0.21% | +46.8% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,438,000 | +31.0% | 4,918 | +18.8% | 0.20% | +33.1% |
| MRK | Buy | MERCK & CO INC | $1,376,000 | +22.6% | 17,952 | +20.2% | 0.20% | +24.1% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $1,372,000 | +7.1% | 20,490 | +6.9% | 0.20% | +8.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,374,000 | +14.5% | 8,677 | +18.3% | 0.20% | +16.0% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $1,349,000 | +31.6% | 10,148 | +18.3% | 0.19% | +33.3% |
| PGR | Buy | PROGRESSIVE CORP | $1,333,000 | +38.6% | 12,985 | +22.0% | 0.19% | +40.7% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $1,303,000 | +24.6% | 11,941 | +38.9% | 0.19% | +26.5% |
| CSGP | Buy | COSTAR GROUP INC | $1,307,000 | -1.6% | 16,540 | +7.2% | 0.19% | -0.5% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,283,000 | +14.8% | 7,845 | +17.6% | 0.18% | +16.6% |
| SYF | Buy | SYNCHRONY FINANCIAL | $1,225,000 | +12.9% | 26,410 | +18.9% | 0.18% | +14.4% |
| LIN | Buy | LINDE PLC | $1,207,000 | +36.2% | 3,483 | +15.4% | 0.17% | +37.6% |
| ANTM | Buy | ANTHEM INC | $1,181,000 | +40.8% | 2,547 | +13.1% | 0.17% | +42.4% |
| MLM | Sell | MARTIN MARIETTA MATLS INC | $1,164,000 | +28.6% | 2,642 | -0.3% | 0.17% | +30.7% |
| INTC | Buy | INTEL CORP | $1,166,000 | +13.0% | 22,648 | +17.0% | 0.17% | +14.5% |
| CF | Sell | CF INDS HLDGS INC | $1,164,000 | +23.2% | 16,442 | -2.9% | 0.17% | +24.8% |
| NTSX | Sell | WISDOMTREE TRus efficient cor | $1,139,000 | +8.3% | 25,689 | -0.5% | 0.16% | +9.5% |
| CMI | Buy | CUMMINS INC | $1,117,000 | +20.2% | 5,119 | +23.7% | 0.16% | +21.4% |
| HON | Buy | HONEYWELL INTL INC | $1,063,000 | +19.3% | 5,100 | +21.5% | 0.15% | +21.6% |
| TDG | Buy | TRANSDIGM GROUP INC | $1,027,000 | +4.3% | 1,613 | +2.2% | 0.15% | +5.0% |
| WRK | Buy | WESTROCK CO | $1,014,000 | +12.4% | 22,853 | +26.2% | 0.14% | +14.2% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $961,000 | +24.0% | 13,915 | +26.2% | 0.14% | +25.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $952,000 | +22.7% | 3,363 | +14.1% | 0.14% | +24.8% |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $951,000 | +8.8% | 77,909 | +14.7% | 0.14% | +10.6% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $952,000 | +25.4% | 2,460 | +16.8% | 0.14% | +27.1% |
| EA | Buy | ELECTRONIC ARTS INC | $957,000 | -3.2% | 7,256 | +4.3% | 0.14% | -2.2% |
| TSLA | Sell | TESLA INC | $909,000 | +35.7% | 860 | -0.5% | 0.13% | +38.3% |
| WMT | Buy | WALMART INC | $909,000 | +21.7% | 6,280 | +17.3% | 0.13% | +23.8% |
| FREL | Sell | FIDELITY COVINGTON TRUSTmsci rl est etf | $912,000 | +3.5% | 26,256 | -9.4% | 0.13% | +4.8% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $884,000 | -5.2% | 1,356 | +5.9% | 0.13% | -3.8% |
| ANF | Buy | ABERCROMBIE & FITCH COcl a | $876,000 | -3.2% | 25,162 | +4.6% | 0.12% | -1.6% |
| DGRO | Sell | ISHARES TRcore div grwth | $866,000 | -53.8% | 15,573 | -58.3% | 0.12% | -53.4% |
| IJK | New | ISHARES TRs&p mc 400gr etf | $860,000 | – | 10,089 | +100.0% | 0.12% | – |
| SONO | Buy | SONOS INC | $857,000 | -0.8% | 28,747 | +7.7% | 0.12% | 0.0% |
| IJT | New | ISHARES TRs&p sml 600 gwt | $848,000 | – | 6,108 | +100.0% | 0.12% | – |
| WDAY | Buy | WORKDAY INCcl a | $839,000 | +12.2% | 3,071 | +2.5% | 0.12% | +14.3% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $816,000 | +0.7% | 1,241 | +1.9% | 0.12% | +1.8% |
| C | Buy | CITIGROUP INC | $797,000 | +6.6% | 13,200 | +23.8% | 0.11% | +8.6% |
| SBUX | Buy | STARBUCKS CORP | $773,000 | +22.7% | 6,609 | +15.6% | 0.11% | +23.6% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $690,000 | -21.6% | 8,252 | -30.7% | 0.10% | -21.0% |
| MTCH | Buy | MATCH GROUP INC NEW | $673,000 | -11.8% | 5,091 | +4.8% | 0.10% | -10.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $634,000 | -38.3% | 1,334 | -44.3% | 0.09% | -37.5% |
| FMHI | Buy | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $487,000 | +1.0% | 8,674 | +0.4% | 0.07% | +1.5% |
| SCPL | Buy | SCIPLAY CORPORATIONcl a | $475,000 | -26.1% | 34,501 | +10.9% | 0.07% | -24.4% |
| DVY | Sell | ISHARES TRselect divid etf | $471,000 | -66.5% | 3,839 | -68.7% | 0.07% | -66.2% |
| DECK | Buy | DECKERS OUTDOOR CORP | $469,000 | +8.1% | 1,281 | +6.2% | 0.07% | +9.8% |
| VOO | Buy | VANGUARD INDEX FDS | $438,000 | +11.5% | 1,002 | +0.7% | 0.06% | +12.7% |
| IAC | Buy | IAC INTERACTIVECORP NEW | $432,000 | +7.5% | 3,305 | +7.1% | 0.06% | +8.8% |
| TJX | Buy | TJX COS INC NEW | $412,000 | +15.4% | 5,428 | +0.4% | 0.06% | +18.0% |
| AGG | Sell | ISHARES TRcore us aggbd et | $415,000 | -11.1% | 3,639 | -10.4% | 0.06% | -10.6% |
| LOW | Buy | LOWES COS INC | $398,000 | +27.6% | 1,539 | +0.2% | 0.06% | +29.5% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $382,000 | +9.8% | 1,249 | -1.6% | 0.05% | +10.2% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $362,000 | -89.3% | 759 | -90.4% | 0.05% | -89.1% |
| XPEL | Buy | XPEL INC | $355,000 | +23.7% | 5,199 | +37.2% | 0.05% | +27.5% |
| VUG | VANGUARD INDEX FDSgrowth etf | $352,000 | +10.7% | 1,096 | 0.0% | 0.05% | +11.1% | |
| MED | Buy | MEDIFAST INC | $343,000 | +22.1% | 1,638 | +12.1% | 0.05% | +22.5% |
| OIA | Buy | INVESCO MUNI INCOME OPP TRST | $346,000 | +1.2% | 43,201 | +0.4% | 0.05% | +2.1% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $306,000 | +9.3% | 769 | -1.8% | 0.04% | +12.8% |
| FB | Sell | META PLATFORMS INCcl a | $309,000 | -1.6% | 920 | -0.4% | 0.04% | 0.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $306,000 | -70.7% | 3,884 | -71.0% | 0.04% | -70.1% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $292,000 | +2.8% | 2,532 | -0.1% | 0.04% | +5.0% |
| MQY | Buy | BLACKROCK MUNIYILD QULT FD I | $292,000 | +1.4% | 18,074 | +1.6% | 0.04% | +2.4% |
| WDFC | Buy | WD 40 CO | $284,000 | +15.4% | 1,162 | +9.5% | 0.04% | +14.3% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $265,000 | -32.7% | 3,619 | -31.6% | 0.04% | -30.9% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $239,000 | +0.4% | 4,675 | -0.9% | 0.03% | +3.0% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $222,000 | +6.7% | 1,363 | -2.0% | 0.03% | +10.3% |
| PZA | Sell | INVESCO EXCH TRADED FD TR IInatl amt muni | $221,000 | -10.5% | 8,135 | -11.5% | 0.03% | -11.4% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $220,000 | -0.9% | 1,312 | -7.4% | 0.03% | 0.0% |
| ICVT | Sell | ISHARES TRconv bd etf | $216,000 | -61.4% | 2,418 | -56.9% | 0.03% | -60.8% |
| IEFA | Sell | ISHARES TRcore msci eafe | $221,000 | -88.7% | 2,959 | -88.7% | 0.03% | -88.7% |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $213,000 | – | 1,042 | +100.0% | 0.03% | – |
| CSCO | New | CISCO SYS INC | $210,000 | – | 3,308 | +100.0% | 0.03% | – |
| XOM | Sell | EXXON MOBIL CORP | $206,000 | -11.6% | 3,372 | -14.9% | 0.03% | -12.1% |
| BAC | New | BK OF AMERICA CORP | $202,000 | – | 4,547 | +100.0% | 0.03% | – |
| IVAC | Sell | INTEVAC INC | $94,000 | -21.7% | 20,000 | -20.0% | 0.01% | -23.5% |
| ALZN | New | ALZAMEND NEURO INC | $19,000 | – | 10,000 | +100.0% | 0.00% | – |
| SPGP | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $0 | – | -2,386 | -100.0% | -0.03% | – |
| HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -2,756 | -100.0% | -0.03% | – |
| GIGB | Exit | GOLDMAN SACHS ETF TRaccess invt gr | $0 | – | -3,928 | -100.0% | -0.03% | – |
| GHYB | Exit | GOLDMAN SACHS ETF TRaccess hig yld | $0 | – | -4,306 | -100.0% | -0.03% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -1,378 | -100.0% | -0.03% | – |
| SMMV | Exit | ISHARES TRmsci usa smcp mn | $0 | – | -6,025 | -100.0% | -0.03% | – |
| IBDP | Exit | ISHARES TRibonds dec24 etf | $0 | – | -8,693 | -100.0% | -0.03% | – |
| IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -8,129 | -100.0% | -0.03% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,022 | -100.0% | -0.03% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -3,844 | -100.0% | -0.03% | – |
| AGGY | Exit | WISDOMTREE TRyield enhancd us | $0 | – | -4,793 | -100.0% | -0.04% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -2,372 | -100.0% | -0.04% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -1,946 | -100.0% | -0.04% | – |
| SMMD | Exit | ISHARES TRrusel 2500 etf | $0 | – | -4,803 | -100.0% | -0.04% | – |
| GSHD | Exit | GOOSEHEAD INS INC | $0 | – | -2,075 | -100.0% | -0.04% | – |
| FVD | Exit | FIRST TR VALUE LINE DIVID IN | $0 | – | -7,952 | -100.0% | -0.04% | – |
| FTEC | Exit | FIDELITY COVINGTON TRUSTmsci info tech i | $0 | – | -2,966 | -100.0% | -0.05% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -7,503 | -100.0% | -0.06% | – |
| FALN | Exit | ISHARES TRfaln angls usd | $0 | – | -15,055 | -100.0% | -0.06% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -4,609 | -100.0% | -0.07% | – |
| ACWV | Exit | ISHARES INCmsci gbl min vol | $0 | – | -5,006 | -100.0% | -0.07% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -6,312 | -100.0% | -0.07% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -13,226 | -100.0% | -0.08% | – |
| IXN | Exit | ISHARES TRglobal tech etf | $0 | – | -10,042 | -100.0% | -0.08% | – |
| COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -16,458 | -100.0% | -0.08% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -12,468 | -100.0% | -0.09% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -7,106 | -100.0% | -0.10% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -6,957 | -100.0% | -0.10% | – |
| DGRW | Exit | WISDOMTREE TRus qtly div grt | $0 | – | -11,894 | -100.0% | -0.10% | – |
| JPST | Exit | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $0 | – | -15,009 | -100.0% | -0.11% | – |
| IEV | Exit | ISHARES TReurope etf | $0 | – | -15,966 | -100.0% | -0.12% | – |
| IXG | Exit | ISHARES TRglobal finls etf | $0 | – | -10,938 | -100.0% | -0.12% | – |
| SCHJ | Exit | SCHWAB STRATEGIC TR1 5yr corp bd | $0 | – | -21,984 | -100.0% | -0.16% | – |
| XSOE | Exit | WISDOMTREE TRem ex st-owned | $0 | – | -35,145 | -100.0% | -0.18% | – |
| IYR | Exit | ISHARES TRu.s. real es etf | $0 | – | -13,542 | -100.0% | -0.20% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -26,594 | -100.0% | -0.20% | – |
| PAGS | Exit | PAGSEGURO DIGITAL LTD | $0 | – | -35,555 | -100.0% | -0.26% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -75,968 | -100.0% | -0.28% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -19,959 | -100.0% | -0.30% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -48,581 | -100.0% | -0.34% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -49,815 | -100.0% | -0.36% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -44,079 | -100.0% | -0.61% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -40,428 | -100.0% | -0.63% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-31
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.