$498 Million is the total value of Insight Wealth Strategies, LLC's 139 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PFF | ISHARES TRpfd and incm sec | $27,897,000 | 0.0% | 848,459 | 0.0% | 5.18% | 0.0% | |
| CVX | CHEVRON CORP NEW | $27,351,000 | 0.0% | 188,916 | 0.0% | 5.08% | 0.0% | |
| USMV | ISHARES TRmsci usa min vol | $26,301,000 | 0.0% | 374,599 | 0.0% | 4.88% | 0.0% | |
| CWB | SPDR SER TRbloomberg conv | $25,492,000 | 0.0% | 394,864 | 0.0% | 4.74% | 0.0% | |
| HYG | ISHARES TRiboxx hi yd etf | $24,670,000 | 0.0% | 335,138 | 0.0% | 4.58% | 0.0% | |
| LQD | ISHARES TRiboxx inv cp etf | $24,306,000 | 0.0% | 220,907 | 0.0% | 4.52% | 0.0% | |
| VIGI | VANGUARD WHITEHALL FDSintl dvd etf | $24,098,000 | 0.0% | 351,227 | 0.0% | 4.48% | 0.0% | |
| GSIE | GOLDMAN SACHS ETF TRactivebeta int | $23,853,000 | 0.0% | 858,934 | 0.0% | 4.43% | 0.0% | |
| EFAV | ISHARES TRmsci eafe min vl | $23,291,000 | 0.0% | 367,892 | 0.0% | 4.33% | 0.0% | |
| MTUM | ISHARES TRmsci usa mmentm | $22,911,000 | 0.0% | 168,006 | 0.0% | 4.26% | 0.0% | |
| FLOT | ISHARES TRfltg rate nt etf | $22,578,000 | 0.0% | 452,282 | 0.0% | 4.19% | 0.0% | |
| MBB | ISHARES TRmbs etf | $21,702,000 | 0.0% | 222,603 | 0.0% | 4.03% | 0.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $19,511,000 | 0.0% | 174,627 | 0.0% | 3.62% | 0.0% | |
| TIP | ISHARES TRtips bd etf | $18,756,000 | 0.0% | 164,657 | 0.0% | 3.48% | 0.0% | |
| RPV | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $11,274,000 | 0.0% | 150,140 | 0.0% | 2.09% | 0.0% | |
| IJR | ISHARES TRcore s&p scp etf | $11,021,000 | 0.0% | 119,261 | 0.0% | 2.05% | 0.0% | |
| MSFT | MICROSOFT CORP | $10,852,000 | 0.0% | 42,254 | 0.0% | 2.02% | 0.0% | |
| SHY | ISHARES TR1 3 yr treas bd | $9,889,000 | 0.0% | 119,449 | 0.0% | 1.84% | 0.0% | |
| AAPL | APPLE INC | $8,570,000 | 0.0% | 62,686 | 0.0% | 1.59% | 0.0% | |
| XSVM | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $4,992,000 | 0.0% | 112,399 | 0.0% | 0.93% | 0.0% | |
| BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $3,913,000 | 0.0% | 193,046 | 0.0% | 0.73% | 0.0% | |
| LRCX | LAM RESEARCH CORP | $3,747,000 | 0.0% | 8,793 | 0.0% | 0.70% | 0.0% | |
| HYD | VANECK ETF TRUSThigh yld munietf | $3,556,000 | 0.0% | 66,034 | 0.0% | 0.66% | 0.0% | |
| VCLT | VANGUARD SCOTTSDALE FDSlg-term cor bd | $3,532,000 | 0.0% | 43,550 | 0.0% | 0.66% | 0.0% | |
| V | VISA INC | $3,367,000 | 0.0% | 17,102 | 0.0% | 0.62% | 0.0% | |
| AVGO | BROADCOM INC | $3,075,000 | 0.0% | 6,330 | 0.0% | 0.57% | 0.0% | |
| MUB | ISHARES TRnational mun etf | $2,806,000 | 0.0% | 26,384 | 0.0% | 0.52% | 0.0% | |
| UNH | UNITEDHEALTH GROUP INC | $2,550,000 | 0.0% | 4,966 | 0.0% | 0.47% | 0.0% | |
| AMZN | AMAZON COM INC | $2,505,000 | 0.0% | 23,584 | 0.0% | 0.46% | 0.0% | |
| GOOGL | ALPHABET INCcap stk cl a | $2,242,000 | 0.0% | 1,029 | 0.0% | 0.42% | 0.0% | |
| EQIX | EQUINIX INC | $2,227,000 | 0.0% | 3,389 | 0.0% | 0.41% | 0.0% | |
| ZTS | ZOETIS INCcl a | $2,231,000 | 0.0% | 12,977 | 0.0% | 0.41% | 0.0% | |
| CNC | CENTENE CORP DEL | $2,189,000 | 0.0% | 25,872 | 0.0% | 0.41% | 0.0% | |
| CMCSA | COMCAST CORP NEWcl a | $2,119,000 | 0.0% | 54,000 | 0.0% | 0.39% | 0.0% | |
| MRK | MERCK & CO INC | $2,030,000 | 0.0% | 22,263 | 0.0% | 0.38% | 0.0% | |
| ORLY | OREILLY AUTOMOTIVE INC | $1,988,000 | 0.0% | 3,146 | 0.0% | 0.37% | 0.0% | |
| WM | WASTE MGMT INC DEL | $1,922,000 | 0.0% | 12,565 | 0.0% | 0.36% | 0.0% | |
| KO | COCA COLA CO | $1,895,000 | 0.0% | 30,125 | 0.0% | 0.35% | 0.0% | |
| RCM | R1 RCM INC | $1,897,000 | 0.0% | 90,494 | 0.0% | 0.35% | 0.0% | |
| SPGI | S&P GLOBAL INC | $1,833,000 | 0.0% | 5,438 | 0.0% | 0.34% | 0.0% | |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $1,789,000 | 0.0% | 35,837 | 0.0% | 0.33% | 0.0% | |
| FMB | FIRST TR EXCH TRADED FD IIImanagd mun etf | $1,751,000 | 0.0% | 34,595 | 0.0% | 0.32% | 0.0% | |
| CRM | SALESFORCE COM INC | $1,699,000 | 0.0% | 10,297 | 0.0% | 0.32% | 0.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $1,697,000 | 0.0% | 10,410 | 0.0% | 0.32% | 0.0% | |
| MCD | MCDONALDS CORP | $1,671,000 | 0.0% | 6,769 | 0.0% | 0.31% | 0.0% | |
| PGR | PROGRESSIVE CORP | $1,663,000 | 0.0% | 14,306 | 0.0% | 0.31% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $1,653,000 | 0.0% | 6,468 | 0.0% | 0.31% | 0.0% | |
| TGT | TARGET CORP | $1,611,000 | 0.0% | 11,409 | 0.0% | 0.30% | 0.0% | |
| DRI | DARDEN RESTAURANTS INC | $1,587,000 | 0.0% | 14,033 | 0.0% | 0.30% | 0.0% | |
| HD | HOME DEPOT INC | $1,580,000 | 0.0% | 5,762 | 0.0% | 0.29% | 0.0% | |
| XOM | EXXON MOBIL CORP | $1,558,000 | 0.0% | 18,195 | 0.0% | 0.29% | 0.0% | |
| DE | DEERE & CO | $1,558,000 | 0.0% | 5,203 | 0.0% | 0.29% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $1,536,000 | 0.0% | 24,855 | 0.0% | 0.28% | 0.0% | |
| COG | COTERRA ENERGY INC | $1,531,000 | 0.0% | 59,375 | 0.0% | 0.28% | 0.0% | |
| ROST | ROSS STORES INC | $1,513,000 | 0.0% | 21,544 | 0.0% | 0.28% | 0.0% | |
| ON | ON SEMICONDUCTOR CORP | $1,472,000 | 0.0% | 29,252 | 0.0% | 0.27% | 0.0% | |
| MA | MASTERCARD INCORPORATEDcl a | $1,469,000 | 0.0% | 4,655 | 0.0% | 0.27% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $1,465,000 | 0.0% | 15,986 | 0.0% | 0.27% | 0.0% | |
| QCOM | QUALCOMM INC | $1,462,000 | 0.0% | 11,443 | 0.0% | 0.27% | 0.0% | |
| CVS | CVS HEALTH CORP | $1,451,000 | 0.0% | 15,664 | 0.0% | 0.27% | 0.0% | |
| NTAP | NETAPP INC | $1,451,000 | 0.0% | 22,235 | 0.0% | 0.27% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,443,000 | 0.0% | 108,796 | 0.0% | 0.27% | 0.0% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $1,443,000 | 0.0% | 3,826 | 0.0% | 0.27% | 0.0% | |
| ABC | AMERISOURCEBERGEN CORP | $1,433,000 | 0.0% | 10,126 | 0.0% | 0.27% | 0.0% | |
| UNP | UNION PAC CORP | $1,426,000 | 0.0% | 6,684 | 0.0% | 0.26% | 0.0% | |
| JPM | JPMORGAN CHASE & CO | $1,394,000 | 0.0% | 12,380 | 0.0% | 0.26% | 0.0% | |
| MLI | MUELLER INDS INC | $1,391,000 | 0.0% | 26,096 | 0.0% | 0.26% | 0.0% | |
| ORI | OLD REP INTL CORP | $1,353,000 | 0.0% | 60,518 | 0.0% | 0.25% | 0.0% | |
| DIOD | DIODES INC | $1,349,000 | 0.0% | 20,898 | 0.0% | 0.25% | 0.0% | |
| ARCH | ARCH RESOURCES INCcl a | $1,336,000 | 0.0% | 9,340 | 0.0% | 0.25% | 0.0% | |
| NVDA | NVIDIA CORPORATION | $1,325,000 | 0.0% | 8,739 | 0.0% | 0.25% | 0.0% | |
| FE | FIRSTENERGY CORP | $1,327,000 | 0.0% | 34,572 | 0.0% | 0.25% | 0.0% | |
| TXN | TEXAS INSTRS INC | $1,319,000 | 0.0% | 8,586 | 0.0% | 0.24% | 0.0% | |
| HCA | HCA HEALTHCARE INC | $1,320,000 | 0.0% | 7,855 | 0.0% | 0.24% | 0.0% | |
| DHI | D R HORTON INC | $1,292,000 | 0.0% | 19,523 | 0.0% | 0.24% | 0.0% | |
| RIO | RIO TINTO PLCsponsored adr | $1,290,000 | 0.0% | 21,142 | 0.0% | 0.24% | 0.0% | |
| NOC | NORTHROP GRUMMAN CORP | $1,266,000 | 0.0% | 2,646 | 0.0% | 0.24% | 0.0% | |
| ANTM | ANTHEM INC | $1,266,000 | 0.0% | 2,624 | 0.0% | 0.24% | 0.0% | |
| PYPL | PAYPAL HLDGS INC | $1,261,000 | 0.0% | 18,059 | 0.0% | 0.23% | 0.0% | |
| UHS | UNIVERSAL HLTH SVCS INCcl b | $1,261,000 | 0.0% | 12,518 | 0.0% | 0.23% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $1,247,000 | 0.0% | 8,993 | 0.0% | 0.23% | 0.0% | |
| MDT | MEDTRONIC PLC | $1,235,000 | 0.0% | 13,755 | 0.0% | 0.23% | 0.0% | |
| SPSC | SPS COMM INC | $1,226,000 | 0.0% | 10,849 | 0.0% | 0.23% | 0.0% | |
| ZION | ZIONS BANCORPORATION N A | $1,214,000 | 0.0% | 23,848 | 0.0% | 0.22% | 0.0% | |
| NOW | SERVICENOW INC | $1,208,000 | 0.0% | 2,540 | 0.0% | 0.22% | 0.0% | |
| WRK | WESTROCK CO | $1,201,000 | 0.0% | 30,134 | 0.0% | 0.22% | 0.0% | |
| LIN | LINDE PLC | $1,193,000 | 0.0% | 4,151 | 0.0% | 0.22% | 0.0% | |
| SYF | SYNCHRONY FINANCIAL | $1,188,000 | 0.0% | 43,029 | 0.0% | 0.22% | 0.0% | |
| HON | HONEYWELL INTL INC | $1,191,000 | 0.0% | 6,852 | 0.0% | 0.22% | 0.0% | |
| INTC | INTEL CORP | $1,153,000 | 0.0% | 30,822 | 0.0% | 0.21% | 0.0% | |
| AMD | ADVANCED MICRO DEVICES INC | $1,090,000 | 0.0% | 14,248 | 0.0% | 0.20% | 0.0% | |
| CSGP | COSTAR GROUP INC | $1,060,000 | 0.0% | 17,539 | 0.0% | 0.20% | 0.0% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $1,057,000 | 0.0% | 3,769 | 0.0% | 0.20% | 0.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $1,026,000 | 0.0% | 15,688 | 0.0% | 0.19% | 0.0% | |
| SM | SM ENERGY CO | $1,024,000 | 0.0% | 29,950 | 0.0% | 0.19% | 0.0% | |
| HUBS | HUBSPOT INC | $1,010,000 | 0.0% | 3,359 | 0.0% | 0.19% | 0.0% | |
| NYCB | NEW YORK CMNTY BANCORP INC | $999,000 | 0.0% | 109,402 | 0.0% | 0.19% | 0.0% | |
| WMT | WALMART INC | $963,000 | 0.0% | 7,919 | 0.0% | 0.18% | 0.0% | |
| NTSX | WISDOMTREE TRus efficient cor | $906,000 | 0.0% | 27,167 | 0.0% | 0.17% | 0.0% | |
| IDXX | IDEXX LABS INC | $870,000 | 0.0% | 2,480 | 0.0% | 0.16% | 0.0% | |
| TDG | TRANSDIGM GROUP INC | $858,000 | 0.0% | 1,599 | 0.0% | 0.16% | 0.0% | |
| FTNT | FORTINET INC | $779,000 | 0.0% | 13,776 | 0.0% | 0.14% | 0.0% | |
| MLM | MARTIN MARIETTA MATLS INC | $776,000 | 0.0% | 2,593 | 0.0% | 0.14% | 0.0% | |
| RH | RH | $717,000 | 0.0% | 3,378 | 0.0% | 0.13% | 0.0% | |
| DGRO | ISHARES TRcore div grwth | $692,000 | 0.0% | 14,518 | 0.0% | 0.13% | 0.0% | |
| OAS | OASIS PETROLEUM INC | $694,000 | 0.0% | 5,705 | 0.0% | 0.13% | 0.0% | |
| SBUX | STARBUCKS CORP | $680,000 | 0.0% | 8,903 | 0.0% | 0.13% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $666,000 | 0.0% | 1,421 | 0.0% | 0.12% | 0.0% | |
| IUSG | ISHARES TRcore s&p us gwt | $623,000 | 0.0% | 7,441 | 0.0% | 0.12% | 0.0% | |
| TSLA | TESLA INC | $588,000 | 0.0% | 873 | 0.0% | 0.11% | 0.0% | |
| SONO | SONOS INC | $530,000 | 0.0% | 29,391 | 0.0% | 0.10% | 0.0% | |
| SCPL | SCIPLAY CORPORATIONcl a | $509,000 | 0.0% | 36,425 | 0.0% | 0.10% | 0.0% | |
| IVV | ISHARES TRcore s&p500 etf | $492,000 | 0.0% | 1,298 | 0.0% | 0.09% | 0.0% | |
| IQLT | ISHARES TRmsci intl qualty | $489,000 | 0.0% | 15,800 | 0.0% | 0.09% | 0.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $460,000 | 0.0% | 6,415 | 0.0% | 0.08% | 0.0% | |
| IVW | ISHARES TRs&p 500 grwt etf | $436,000 | 0.0% | 7,219 | 0.0% | 0.08% | 0.0% | |
| WDAY | WORKDAY INCcl a | $438,000 | 0.0% | 3,137 | 0.0% | 0.08% | 0.0% | |
| DVY | ISHARES TRselect divid etf | $425,000 | 0.0% | 3,612 | 0.0% | 0.08% | 0.0% | |
| FMHI | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $416,000 | 0.0% | 8,759 | 0.0% | 0.08% | 0.0% | |
| AGG | ISHARES TRcore us aggbd et | $366,000 | 0.0% | 3,601 | 0.0% | 0.07% | 0.0% | |
| VOO | VANGUARD INDEX FDS | $349,000 | 0.0% | 1,006 | 0.0% | 0.06% | 0.0% | |
| MED | MEDIFAST INC | $308,000 | 0.0% | 1,705 | 0.0% | 0.06% | 0.0% | |
| TJX | TJX COS INC NEW | $300,000 | 0.0% | 5,375 | 0.0% | 0.06% | 0.0% | |
| HNDL | STRATEGY SHSns 7handl idx | $289,000 | 0.0% | 14,048 | 0.0% | 0.05% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $279,000 | 0.0% | 1,947 | 0.0% | 0.05% | 0.0% | |
| OIA | INVESCO MUNI INCOME OPP TRST | $273,000 | 0.0% | 42,313 | 0.0% | 0.05% | 0.0% | |
| LOW | LOWES COS INC | $270,000 | 0.0% | 1,544 | 0.0% | 0.05% | 0.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $266,000 | 0.0% | 1,218 | 0.0% | 0.05% | 0.0% | |
| WDFC | WD 40 CO | $263,000 | 0.0% | 1,306 | 0.0% | 0.05% | 0.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $256,000 | 0.0% | 3,580 | 0.0% | 0.05% | 0.0% | |
| EFA | ISHARES TRmsci eafe etf | $261,000 | 0.0% | 4,178 | 0.0% | 0.05% | 0.0% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $244,000 | 0.0% | 1,096 | 0.0% | 0.04% | 0.0% | |
| MQY | BLACKROCK MUNIYILD QULT FD I | $235,000 | 0.0% | 18,494 | 0.0% | 0.04% | 0.0% | |
| VLUE | ISHARES TRmsci usa value | $238,000 | 0.0% | 2,627 | 0.0% | 0.04% | 0.0% | |
| IEMG | ISHARES INCcore msci emkt | $234,000 | 0.0% | 4,776 | 0.0% | 0.04% | 0.0% | |
| IEF | ISHARES TRbarclays 7 10 yr | $228,000 | 0.0% | 2,231 | 0.0% | 0.04% | 0.0% | |
| IJJ | ISHARES TRs&p mc 400vl etf | $209,000 | 0.0% | 2,218 | 0.0% | 0.04% | 0.0% | |
| XPEL | XPEL INC | $201,000 | 0.0% | 4,370 | 0.0% | 0.04% | 0.0% | |
| ABBV | ABBVIE INC | $201,000 | 0.0% | 1,310 | 0.0% | 0.04% | 0.0% | |
| IVAC | INTEVAC INC | $97,000 | 0.0% | 20,000 | 0.0% | 0.02% | 0.0% | |
| CIG | CIA ENERGETICA DE MINAS GERAsp adr n-v pfd | $62,000 | 0.0% | 30,884 | 0.0% | 0.01% | 0.0% | |
| ALZN | ALZAMEND NEURO INC | $9,000 | 0.0% | 10,000 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-03
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.