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