$518 Million is the total value of Insight Wealth Strategies, LLC's 143 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FLTR | New | VANECK ETF TRUSTig floating rate | $19,681,057 | – | 778,215 | +100.0% | 3.80% | – |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $16,848,603 | – | 183,496 | +100.0% | 3.26% | – |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $9,402,678 | – | 120,624 | +100.0% | 1.82% | – |
| JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $8,430,325 | – | 167,501 | +100.0% | 1.63% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $1,485,984 | – | 92,874 | +100.0% | 0.29% | – |
| FISV | New | FISERV INC | $818,847 | – | 7,249 | +100.0% | 0.16% | – |
| ACGL | New | ARCH CAP GROUP LTDord | $720,419 | – | 9,038 | +100.0% | 0.14% | – |
| INGR | New | INGREDION INC | $380,316 | – | 3,865 | +100.0% | 0.07% | – |
| TRGP | New | TARGA RES CORP | $209,328 | – | 2,442 | +100.0% | 0.04% | – |
| New | INVESCO EXCH TRADED FD TR IIs&p smallcap ene | $204,077 | – | 3,577 | +100.0% | 0.04% | – | |
| LCTU | New | BLACKROCK ETF TRUSTus carbon trans | $201,583 | – | 4,282 | +100.0% | 0.04% | – |
| TELL | New | TELLURIAN INC NEW | $11,600 | – | 10,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-13
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.