$678 Million is the total value of Insight Wealth Strategies, LLC's 154 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 22.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CVX | Sell | CHEVRON CORP NEW | $34,157,000 | +0.9% | 209,773 | -27.3% | 5.04% | +4.4% |
| USMV | Buy | ISHARES TRmsci usa min vol | $30,807,000 | -3.4% | 397,153 | +0.7% | 4.54% | -0.0% |
| TIP | Sell | ISHARES TRtips bd etf | $29,879,000 | -14.7% | 239,860 | -11.5% | 4.41% | -11.7% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $29,271,000 | -5.3% | 173,951 | +2.3% | 4.32% | -2.1% |
| GSIE | Buy | GOLDMAN SACHS ETF TRactivebeta int | $27,997,000 | -5.3% | 855,391 | +2.1% | 4.13% | -2.0% |
| IQLT | Buy | ISHARES TRmsci intl qualty | $27,918,000 | -4.6% | 757,199 | +1.8% | 4.12% | -1.3% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $27,761,000 | -5.3% | 351,207 | +2.4% | 4.09% | -2.0% |
| PFF | Buy | ISHARES TRpfd and incm sec | $27,123,000 | +12.4% | 744,721 | +21.6% | 4.00% | +16.3% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $26,459,000 | -4.4% | 366,772 | +1.7% | 3.90% | -1.1% |
| CWB | Buy | SPDR SER TRblmbrg brc cnvrt | $26,416,000 | -3.6% | 343,291 | +3.9% | 3.90% | -0.3% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $26,073,000 | -6.2% | 215,583 | +2.8% | 3.84% | -2.9% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $24,164,000 | +17.8% | 293,649 | +24.6% | 3.56% | +21.9% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $23,849,000 | -6.2% | 177,148 | +1.4% | 3.52% | -3.0% |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $23,241,000 | +1.7% | 460,038 | +2.2% | 3.43% | +5.3% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $22,405,000 | -7.6% | 212,047 | +1.1% | 3.30% | -4.4% |
| MBB | Buy | ISHARES TRmbs etf | $22,332,000 | -2.3% | 219,216 | +3.1% | 3.29% | +1.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $13,803,000 | -4.4% | 127,946 | +1.5% | 2.04% | -1.1% |
| RPV | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $13,072,000 | – | 152,623 | +100.0% | 1.93% | – |
| MSFT | Buy | MICROSOFT CORP | $13,044,000 | -1.9% | 42,308 | +7.0% | 1.92% | +1.5% |
| AAPL | Buy | APPLE INC | $11,271,000 | +0.2% | 64,552 | +1.9% | 1.66% | +3.7% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $10,026,000 | -31.0% | 120,289 | -29.2% | 1.48% | -28.6% |
| XSVM | New | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $6,066,000 | – | 112,605 | +100.0% | 0.89% | – |
| LRCX | Buy | LAM RESEARCH CORP | $4,436,000 | -18.5% | 8,251 | +9.0% | 0.65% | -15.7% |
| BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $4,404,000 | – | 202,275 | +100.0% | 0.65% | – |
| AVGO | Buy | BROADCOM INC | $4,103,000 | +27.9% | 6,516 | +35.2% | 0.60% | +32.4% |
| V | Buy | VISA INC | $3,973,000 | +6.1% | 17,913 | +3.7% | 0.59% | +9.7% |
| VCLT | Sell | VANGUARD SCOTTSDALE FDSlg-term cor bd | $3,973,000 | -11.9% | 42,419 | -0.4% | 0.59% | -8.9% |
| AMZN | Buy | AMAZON COM INC | $3,951,000 | +1.4% | 1,212 | +3.8% | 0.58% | +5.0% |
| HYD | Sell | VANECK VECTORS ETF TRhigh yld mun etf | $3,805,000 | -9.2% | 66,294 | -1.3% | 0.56% | -6.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,015,000 | -2.6% | 1,084 | +1.5% | 0.44% | +0.9% |
| MUB | Buy | ISHARES TRnational mun etf | $2,850,000 | -1.8% | 25,997 | +4.2% | 0.42% | +1.4% |
| RCM | Buy | R1 RCM INC | $2,772,000 | +6.7% | 103,573 | +1.6% | 0.41% | +10.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,647,000 | +14.8% | 5,190 | +13.1% | 0.39% | +18.5% |
| CNC | Sell | CENTENE CORP DEL | $2,585,000 | +1.9% | 30,700 | -0.2% | 0.38% | +5.5% |
| FTNT | Buy | FORTINET INC | $2,579,000 | -3.2% | 7,547 | +1.8% | 0.38% | 0.0% |
| ZTS | Buy | ZOETIS INCcl a | $2,532,000 | -20.5% | 13,425 | +2.9% | 0.37% | -17.8% |
| NVDA | Buy | NVIDIA CORPORATION | $2,497,000 | -1.2% | 9,152 | +6.5% | 0.37% | +2.2% |
| EQIX | Buy | EQUINIX INC | $2,404,000 | -0.3% | 3,242 | +13.7% | 0.35% | +2.9% |
| QLYS | Buy | QUALYS INC | $2,313,000 | +7.4% | 16,240 | +3.5% | 0.34% | +11.1% |
| DE | Buy | DEERE & CO | $2,305,000 | +25.2% | 5,549 | +3.4% | 0.34% | +29.8% |
| SPGI | Buy | S&P GLOBAL INC | $2,300,000 | -9.6% | 5,608 | +4.1% | 0.34% | -6.4% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $2,286,000 | -2.1% | 3,337 | +0.9% | 0.34% | +1.2% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,174,000 | +12.6% | 46,436 | +21.1% | 0.32% | +16.7% |
| CRM | Buy | SALESFORCE COM INC | $2,167,000 | -11.7% | 10,207 | +5.8% | 0.32% | -8.6% |
| TGT | Buy | TARGET CORP | $2,104,000 | +8.1% | 9,916 | +18.0% | 0.31% | +11.9% |
| PYPL | Buy | PAYPAL HLDGS INC | $2,080,000 | +11.6% | 17,986 | +82.0% | 0.31% | +15.4% |
| HCA | New | HCA HEALTHCARE INC | $2,031,000 | – | 8,104 | +100.0% | 0.30% | – |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $2,014,000 | -15.3% | 4,421 | +5.4% | 0.30% | -12.4% |
| NTAP | Buy | NETAPP INC | $1,948,000 | +11.0% | 23,474 | +23.0% | 0.29% | +14.8% |
| WM | Buy | WASTE MGMT INC DEL | $1,907,000 | +8.3% | 12,034 | +14.1% | 0.28% | +12.0% |
| UNP | Buy | UNION PAC CORP | $1,866,000 | +23.4% | 6,830 | +13.8% | 0.28% | +27.9% |
| DIOD | Buy | DIODES INC | $1,858,000 | +1.6% | 21,358 | +28.3% | 0.27% | +5.0% |
| ROST | Buy | ROSS STORES INC | $1,844,000 | -13.1% | 20,383 | +9.8% | 0.27% | -9.9% |
| KO | Buy | COCA COLA CO | $1,836,000 | +17.8% | 29,619 | +12.5% | 0.27% | +22.1% |
| CF | Buy | CF INDS HLDGS INC | $1,824,000 | +56.7% | 17,696 | +7.6% | 0.27% | +62.0% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $1,827,000 | +18.9% | 10,464 | +15.5% | 0.27% | +22.8% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,820,000 | -12.5% | 34,301 | -6.0% | 0.27% | -9.5% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $1,805,000 | -2.1% | 35,021 | +4.3% | 0.27% | +1.1% |
| ON | New | ON SEMICONDUCTOR CORP | $1,792,000 | – | 28,616 | +100.0% | 0.26% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $1,772,000 | – | 106,015 | +100.0% | 0.26% | – |
| ABC | Buy | AMERISOURCEBERGEN CORP | $1,759,000 | +30.4% | 11,369 | +12.0% | 0.26% | +34.9% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,741,000 | +3.1% | 4,873 | +3.7% | 0.26% | +6.6% |
| MRK | Buy | MERCK & CO. INC | $1,731,000 | +25.8% | 21,094 | +17.5% | 0.26% | +30.1% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $1,694,000 | +23.5% | 21,066 | +2.8% | 0.25% | +27.6% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,679,000 | +30.9% | 8,977 | +14.4% | 0.25% | +35.5% |
| COG | New | CABOT OIL & GAS CORP | $1,674,000 | – | 62,076 | +100.0% | 0.25% | – |
| PGR | Buy | PROGRESSIVE CORP | $1,663,000 | +24.8% | 14,590 | +12.4% | 0.24% | +28.9% |
| DRI | Buy | DARDEN RESTAURANTS INC | $1,649,000 | +6.5% | 12,401 | +20.7% | 0.24% | +10.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,620,000 | -23.6% | 14,817 | +0.5% | 0.24% | -20.9% |
| MCD | Buy | MCDONALDS CORP | $1,598,000 | +7.2% | 6,460 | +16.1% | 0.24% | +10.8% |
| QCOM | Buy | QUALCOMM INC | $1,571,000 | -5.0% | 10,278 | +13.6% | 0.23% | -1.7% |
| DIS | Buy | DISNEY WALT CO | $1,548,000 | +5.2% | 11,288 | +18.8% | 0.23% | +8.6% |
| HUBS | Buy | HUBSPOT INC | $1,509,000 | -20.8% | 3,177 | +9.9% | 0.22% | -18.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,485,000 | +3.3% | 5,911 | +20.2% | 0.22% | +6.8% |
| AMRC | Buy | AMERESCO INCcl a | $1,476,000 | +1.7% | 18,569 | +4.2% | 0.22% | +5.3% |
| HD | Buy | HOME DEPOT INC | $1,473,000 | -16.2% | 4,919 | +16.2% | 0.22% | -13.2% |
| FE | Sell | FIRSTENERGY CORP | $1,467,000 | -3.7% | 31,994 | -12.7% | 0.22% | -0.5% |
| NOW | Buy | SERVICENOW INC | $1,455,000 | -10.7% | 2,612 | +4.0% | 0.22% | -7.3% |
| SPSC | Buy | SPS COMM INC | $1,447,000 | -3.4% | 11,026 | +4.8% | 0.21% | -0.5% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $1,429,000 | +9.7% | 14,231 | +19.2% | 0.21% | +13.4% |
| ORI | New | OLD REP INTL CORP | $1,423,000 | – | 55,010 | +100.0% | 0.21% | – |
| ZION | New | ZIONS BANCORPORATION N A | $1,414,000 | – | 21,561 | +100.0% | 0.21% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $1,417,000 | +3.1% | 10,392 | +19.8% | 0.21% | +6.6% |
| ANTM | Buy | ANTHEM INC | $1,383,000 | +17.1% | 2,816 | +10.6% | 0.20% | +21.4% |
| IDXX | Buy | IDEXX LABS INC | $1,377,000 | -5.8% | 2,517 | +13.3% | 0.20% | -2.4% |
| INTC | Buy | INTEL CORP | $1,346,000 | +15.4% | 27,157 | +19.9% | 0.20% | +19.3% |
| PHG | Buy | KONINKLIJKE PHILIPS N Vny reg sh new | $1,342,000 | -11.6% | 43,956 | +6.7% | 0.20% | -8.3% |
| WRK | Buy | WESTROCK CO | $1,295,000 | +27.7% | 27,530 | +20.5% | 0.19% | +31.7% |
| LIN | Buy | LINDE PLC | $1,283,000 | +6.3% | 4,016 | +15.3% | 0.19% | +9.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,267,000 | +99.8% | 2,804 | +110.2% | 0.19% | +107.8% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $1,227,000 | +28.9% | 2,743 | +11.5% | 0.18% | +33.1% |
| RH | Buy | RH | $1,213,000 | -32.0% | 3,719 | +11.7% | 0.18% | -29.5% |
| DHI | Buy | D R HORTON INC | $1,211,000 | -17.1% | 16,249 | +20.6% | 0.18% | -13.9% |
| HON | Buy | HONEYWELL INTL INC | $1,204,000 | +13.3% | 6,187 | +21.3% | 0.18% | +17.1% |
| CSGP | Buy | COSTAR GROUP INC | $1,181,000 | -9.6% | 17,736 | +7.2% | 0.17% | -6.5% |
| XOM | Buy | EXXON MOBIL CORP | $1,154,000 | +460.2% | 13,970 | +314.3% | 0.17% | +486.2% |
| HIG | Buy | HARTFORD FINL SVCS GROUP INC | $1,143,000 | +18.9% | 15,920 | +14.4% | 0.17% | +23.4% |
| SYF | Buy | SYNCHRONY FINANCIAL | $1,139,000 | -7.0% | 32,718 | +23.9% | 0.17% | -4.0% |
| NTSX | Buy | WISDOMTREE TR90/60 balnced fd | $1,111,000 | -2.5% | 27,414 | +6.7% | 0.16% | +1.2% |
| WMT | Buy | WALMART INC | $1,093,000 | +20.2% | 7,339 | +16.9% | 0.16% | +23.8% |
| TDG | Buy | TRANSDIGM GROUP INC | $1,079,000 | +5.1% | 1,656 | +2.7% | 0.16% | +8.9% |
| DGRO | Buy | ISHARES TRcore div grwth | $1,079,000 | +24.6% | 20,193 | +29.7% | 0.16% | +29.3% |
| NFLX | Buy | NETFLIX INC | $1,064,000 | -31.2% | 2,841 | +10.6% | 0.16% | -28.6% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $1,036,000 | -11.0% | 2,691 | +1.9% | 0.15% | -7.8% |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $1,009,000 | +6.1% | 94,086 | +20.8% | 0.15% | +9.6% |
| MLI | New | MUELLER INDS INC | $929,000 | – | 17,141 | +100.0% | 0.14% | – |
| TSLA | Buy | TESLA INC | $930,000 | +2.3% | 863 | +0.3% | 0.14% | +5.4% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $904,000 | -5.0% | 3,370 | +0.2% | 0.13% | -2.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $867,000 | +183.3% | 2,392 | +211.1% | 0.13% | +190.9% |
| SONO | Buy | SONOS INC | $870,000 | +1.5% | 30,818 | +7.2% | 0.13% | +4.9% |
| FREL | Buy | FIDELITY COVINGTON TRUSTmsci rl est etf | $855,000 | -6.2% | 26,406 | +0.6% | 0.13% | -3.1% |
| ANF | Buy | ABERCROMBIE & FITCH COcl a | $838,000 | -4.3% | 26,187 | +4.1% | 0.12% | -0.8% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $781,000 | -9.2% | 10,103 | +0.1% | 0.12% | -6.5% |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $781,000 | -11.7% | 1,432 | +5.6% | 0.12% | -8.7% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $765,000 | -9.8% | 6,116 | +0.1% | 0.11% | -6.6% |
| WDAY | Buy | WORKDAY INCcl a | $767,000 | -8.6% | 3,201 | +4.2% | 0.11% | -5.8% |
| OAS | New | OASIS PETROLEUM INC | $768,000 | – | 5,247 | +100.0% | 0.11% | – |
| SBUX | Buy | STARBUCKS CORP | $723,000 | -6.5% | 7,944 | +20.2% | 0.11% | -2.7% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $570,000 | -30.1% | 1,308 | +5.4% | 0.08% | -27.6% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $571,000 | -17.2% | 7,481 | -9.3% | 0.08% | -14.3% |
| IWM | New | ISHARES TRrussell 2000 etf | $549,000 | – | 2,673 | +100.0% | 0.08% | – |
| SCPL | Buy | SCIPLAY CORPORATIONcl a | $491,000 | +3.4% | 37,987 | +10.1% | 0.07% | +5.9% |
| DVY | Sell | ISHARES TRselect divid etf | $484,000 | +2.8% | 3,774 | -1.7% | 0.07% | +6.0% |
| FMHI | Buy | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $446,000 | -8.4% | 8,714 | +0.5% | 0.07% | -4.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $425,000 | +17.4% | 938 | +23.6% | 0.06% | +21.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $422,000 | +1.7% | 3,942 | +8.3% | 0.06% | +5.1% |
| VOO | Buy | VANGUARD INDEX FDS | $417,000 | -4.8% | 1,006 | +0.4% | 0.06% | -1.6% |
| DECK | Buy | DECKERS OUTDOOR CORP | $372,000 | -20.7% | 1,358 | +6.0% | 0.06% | -17.9% |
| HNDL | New | STRATEGY SHSns 7handl idx | $353,000 | – | 14,637 | +100.0% | 0.05% | – |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $338,000 | -11.5% | 1,218 | -2.5% | 0.05% | -7.4% |
| TJX | Sell | TJX COS INC NEW | $324,000 | -21.4% | 5,350 | -1.4% | 0.05% | -18.6% |
| IEMG | Sell | ISHARES INCcore msci emkt | $312,000 | -97.5% | 5,614 | -97.3% | 0.05% | -97.4% |
| LOW | LOWES COS INC | $311,000 | -21.9% | 1,539 | 0.0% | 0.05% | -19.3% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $315,000 | -10.5% | 1,096 | 0.0% | 0.05% | -8.0% | |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $315,000 | – | 1,943 | +100.0% | 0.05% | – |
| OIA | Buy | INVESCO MUNI INCOME OPP TRST | $308,000 | -11.0% | 43,379 | +0.4% | 0.04% | -8.2% |
| EFA | Buy | ISHARES TRmsci eafe etf | $301,000 | -1.6% | 4,095 | +5.4% | 0.04% | 0.0% |
| MED | Buy | MEDIFAST INC | $296,000 | -13.7% | 1,734 | +5.9% | 0.04% | -10.2% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $291,000 | -93.9% | 2,710 | -93.5% | 0.04% | -93.7% |
| VLUE | Sell | ISHARES TRmsci usa value | $286,000 | -97.9% | 2,739 | -97.8% | 0.04% | -97.8% |
| XPEL | Buy | XPEL INC | $284,000 | -20.0% | 5,401 | +3.9% | 0.04% | -17.6% |
| XLE | New | SELECT SECTOR SPDR TRenergy | $273,000 | – | 3,571 | +100.0% | 0.04% | – |
| MQY | Buy | BLACKROCK MUNIYILD QULT FD I | $251,000 | -14.0% | 18,230 | +0.9% | 0.04% | -11.9% |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $249,000 | – | 3,163 | +100.0% | 0.04% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $243,000 | – | 2,214 | +100.0% | 0.04% | – |
| IWP | Sell | ISHARES TRrus md cp gr etf | $246,000 | -15.8% | 2,451 | -3.2% | 0.04% | -14.3% |
| WDFC | Buy | WD-40 CO | $225,000 | -20.8% | 1,230 | +5.9% | 0.03% | -17.5% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $225,000 | -5.9% | 4,683 | +0.2% | 0.03% | -2.9% |
| FB | Buy | FACEBOOK INCcl a | $224,000 | -27.5% | 1,009 | +9.7% | 0.03% | -25.0% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $217,000 | -1.4% | 1,306 | -0.5% | 0.03% | +3.2% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $220,000 | -17.0% | 3,317 | -8.3% | 0.03% | -15.8% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $210,000 | -5.4% | 1,333 | -2.2% | 0.03% | -3.1% |
| ABBV | New | ABBVIE INC | $208,000 | – | 1,285 | +100.0% | 0.03% | – |
| IVAC | INTEVAC INC | $107,000 | +13.8% | 20,000 | 0.0% | 0.02% | +23.1% | |
| ALZN | Exit | ALZAMEND NEURO INC | $0 | – | -10,000 | -100.0% | -0.00% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -4,547 | -100.0% | -0.03% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -1,042 | -100.0% | -0.03% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -3,308 | -100.0% | -0.03% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -2,959 | -100.0% | -0.03% | – |
| ICVT | Exit | ISHARES TRconv bd etf | $0 | – | -2,418 | -100.0% | -0.03% | – |
| PZA | Exit | INVESCO EXCH TRADED FD TR IInatl amt muni | $0 | – | -8,135 | -100.0% | -0.03% | – |
| IAC | Exit | IAC INTERACTIVECORP NEW | $0 | – | -3,305 | -100.0% | -0.06% | – |
| MTCH | Exit | MATCH GROUP INC NEW | $0 | – | -5,091 | -100.0% | -0.10% | – |
| C | Exit | CITIGROUP INC | $0 | – | -13,200 | -100.0% | -0.11% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -7,256 | -100.0% | -0.14% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -5,119 | -100.0% | -0.16% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -12,415 | -100.0% | -0.31% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -6,312 | -100.0% | -0.32% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -13,713 | -100.0% | -0.33% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -30,611 | -100.0% | -0.41% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-12
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.