Insight Wealth Strategies, LLC Top Holdings and 13F Report (2024)

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About Insight Wealth Strategies, LLC

Investment Activity

Insight Wealth Strategies, LLC has $681.19 million in total holdings as of March 31, 2024.
Insight Wealth Strategies, LLC owns shares of 159 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
Approximately 20.78% of the portfolio was purchased this quarter.
About 16.87% of the portfolio was sold this quarter.
This quarter, Insight Wealth Strategies, LLC has purchased 153 new stocks and bought additional shares in 71 stocks.
Insight Wealth Strategies, LLC sold shares of 54 stocks and completely divested from 26 stocks this quarter.

Largest Holdings

iShares Preferred and Income Securities ETF: $30,941,391
Chevron: $29,446,222
iShares iBoxx $ Investment Grade Corporate Bond ETF: $27,859,077
iShares MSCI USA Momentum Factor ETF: $25,008,360
iShares MSCI USA Min Vol Factor ETF: $24,697,389

Largest New Holdings this Quarter

Franklin International Low Volatility High Dividend Index ETF: $12,664,607 Holding
Health Care Select Sector SPDR Fund: $8,287,317 Holding
Industrial Select Sector SPDR Fund: $6,321,612 Holding
iShares MSCI Japan ETF: $6,222,362 Holding
Sysco: $6,061,548 Holding

Largest Purchases this Quarter

Vanguard Long-Term Corporate Bond ETF: 166,491 shares (about $13.02M)
Franklin International Low Volatility High Dividend Index ETF: 425,272 shares (about $12.66M)
Health Care Select Sector SPDR Fund: 56,098 shares (about $8.29M)
Industrial Select Sector SPDR Fund: 50,187 shares (about $6.32M)
iShares MSCI Japan ETF: 87,209 shares (about $6.22M)

Largest Sales this Quarter

iShares MSCI EAFE Min Vol Factor ETF: 300,018 shares (about $21.26M)
SPDR S&P Insurance ETF: 163,737 shares (about $8.53M)
Communication Services Select Sector SPDR Fund: 79,736 shares (about $6.51M)
iShares 7-10 Year Treasury Bond ETF: 26,712 shares (about $2.53M)
iShares MSCI USA Momentum Factor ETF: 13,304 shares (about $2.49M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
PFF iShares Preferred and Income Securities ETF	$30,941,391	$368,131 ▲	1.2%	960,018	4.5%	ETF
CVX Chevron	$29,446,222	$355,545 ▲	1.2%	186,676	4.3%	Oils/Energy
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$27,859,077	$5,123,044 ▲	22.5%	255,776	4.1%	Finance
MTUM iShares MSCI USA Momentum Factor ETF	$25,008,360	$2,492,499 ▼	-9.1%	133,485	3.7%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$24,697,389	$127,794 ▲	0.5%	295,494	3.6%	ETF
GSIE Goldman Sachs ActiveBeta International Equity ETF	$24,340,573	$88,125 ▲	0.4%	709,845	3.6%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$24,125,709	$2,536,408 ▲	11.7%	146,795	3.5%	ETF
VIGI Vanguard International Dividend Appreciation ETF	$23,739,064	$46,717 ▼	-0.2%	291,170	3.5%	ETF
FLTR VanEck Floating Rate ETF	$19,950,215	$2,482,989 ▼	-11.1%	782,055	2.9%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$19,575,344	$783,264 ▲	4.2%	206,884	2.9%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$16,991,652	$2,528,557 ▼	-13.0%	179,502	2.5%	ETF
VCLT Vanguard Long-Term Corporate Bond ETF	$16,306,773	$13,024,562 ▲	396.8%	208,447	2.4%	Manufacturing
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$15,185,870	$338,903 ▲	2.3%	195,367	2.2%	ETF
JAAA Janus Henderson AAA CLO ETF	$13,334,488	$3,679,162 ▲	38.1%	262,800	2.0%	ETF
TIP iShares TIPS Bond ETF	$13,133,060	$253,274 ▲	2.0%	122,270	1.9%	ETF
LVHI Franklin International Low Volatility High Dividend Index ETF	$12,664,607	$12,664,607 ▲	New Holding	425,272	1.9%	ETF
IJR iShares Core S&P Small-Cap ETF	$11,097,340	$31,056 ▼	-0.3%	100,410	1.6%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$10,854,108	$97,364 ▼	-0.9%	115,827	1.6%	ETF
AAPL Apple	$10,320,462	$3,125,033 ▲	43.4%	60,185	1.5%	Computer and Technology
KIE SPDR S&P Insurance ETF	$8,770,975	$8,525,778 ▼	-49.3%	168,446	1.3%	ETF
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$8,635,956	$1,213,877 ▲	16.4%	55,741	1.3%	ETF
XLV Health Care Select Sector SPDR Fund	$8,287,317	$8,287,317 ▲	New Holding	56,098	1.2%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$8,125,819	$1,885,355 ▲	30.2%	99,362	1.2%	Manufacturing
LRCX Lam Research	$7,682,582	$922,065 ▼	-10.7%	7,907	1.1%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$6,661,943	$6,511,279 ▼	-49.4%	81,581	1.0%	ETF
XLI Industrial Select Sector SPDR Fund	$6,321,612	$6,321,612 ▲	New Holding	50,187	0.9%	ETF
EWJ iShares MSCI Japan ETF	$6,222,362	$6,222,362 ▲	New Holding	87,209	0.9%	ETF
SYY Sysco	$6,061,548	$6,061,548 ▲	New Holding	74,668	0.9%	Consumer Staples
XSVM Invesco S&P SmallCap Value with Momentum ETF	$5,565,307	$40,029 ▼	-0.7%	97,740	0.8%	Miscellaneous
FYLD Cambria Foreign Shareholder Yield ETF	$5,306,117	$59,665 ▼	-1.1%	196,450	0.8%	ETF
MSFT Microsoft	$4,897,968	$714,795 ▼	-12.7%	11,642	0.7%	Computer and Technology
AMZN Amazon.com	$4,896,776	$276,523 ▼	-5.3%	27,147	0.7%	Retail/Wholesale
AXP American Express	$4,336,705	$1,821,703 ▲	72.4%	19,047	0.6%	Finance
LW Lamb Weston	$4,039,298	$4,039,298 ▲	New Holding	37,917	0.6%	Consumer Staples
HYD VanEck High Yield Muni ETF	$4,013,432	$184,897 ▲	4.8%	76,797	0.6%	ETF
HD Home Depot	$3,986,060	$1,673,294 ▲	72.4%	10,391	0.6%	Retail/Wholesale
SHW Sherwin-Williams	$3,961,701	$3,961,701 ▲	New Holding	11,406	0.6%	Construction
MSI Motorola Solutions	$3,948,798	$3,948,798 ▲	New Holding	11,124	0.6%	Computer and Technology
CDW CDW	$3,939,779	$3,939,779 ▲	New Holding	15,403	0.6%	Computer and Technology
AVGO Broadcom	$3,915,557	$2,651 ▲	0.1%	2,954	0.6%	Computer and Technology
NVDA NVIDIA	$3,793,094	$1,081,547 ▼	-22.2%	4,198	0.6%	Computer and Technology
MCO Moody's	$3,771,123	$3,771,123 ▲	New Holding	9,595	0.6%	Finance
GWW W.W. Grainger	$3,689,747	$3,689,747 ▲	New Holding	3,627	0.5%	Industrial Products
GOOGL Alphabet	$3,564,191	$319,819 ▲	9.9%	23,615	0.5%	Communication Services
KLAC KLA	$3,455,127	$3,455,127 ▲	New Holding	4,946	0.5%	Computer and Technology
MUB iShares National Muni Bond ETF	$3,425,037	$167,211 ▲	5.1%	31,831	0.5%	ETF
MBB iShares MBS ETF	$3,409,481	$181,421 ▲	5.6%	36,891	0.5%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$3,409,378	$66,805 ▲	2.0%	38,021	0.5%	ETF
FLOT iShares Floating Rate Bond ETF	$3,401,648	$174,318 ▲	5.4%	66,621	0.5%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$3,293,656	$3,293,656 ▲	New Holding	34,597	0.5%	Finance
HYDB iShares High Yield Bond Factor ETF	$3,236,043	$3,236,043 ▲	New Holding	69,265	0.5%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$3,119,981	$165,562 ▲	5.6%	61,660	0.5%	ETF
UNH UnitedHealth Group	$3,056,680	$373,984 ▲	13.9%	6,179	0.4%	Medical
TGT Target	$3,030,875	$159,846 ▼	-5.0%	17,103	0.4%	Retail/Wholesale
FI Fiserv	$2,864,614	$234,456 ▼	-7.6%	17,924	0.4%	Business Services
TJX TJX Companies	$2,713,346	$2,162,442 ▲	392.5%	26,754	0.4%	Retail/Wholesale
BRO Brown & Brown	$2,413,605	$8,492 ▲	0.4%	27,571	0.4%	Finance
JPM JPMorgan Chase & Co.	$2,410,033	$402,206 ▼	-14.3%	12,032	0.4%	Finance
ATI ATI	$2,400,027	$102 ▼	0.0%	46,903	0.4%	Basic Materials
VRRM Verra Mobility	$2,337,037	$109,393 ▼	-4.5%	93,594	0.3%	Industrial Products
ACGL Arch Capital Group	$2,316,731	$129,046 ▼	-5.3%	25,062	0.3%	Finance
WM Waste Management	$2,311,915	$297,782 ▼	-11.4%	10,846	0.3%	Business Services
MLI Mueller Industries	$2,308,450	$456,782 ▼	-16.5%	42,805	0.3%	Industrial Products
HCA HCA Healthcare	$2,298,799	$329,543 ▼	-12.5%	6,892	0.3%	Medical
NTAP NetApp	$2,293,788	$304,936 ▼	-11.7%	21,852	0.3%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$2,243,126	$244,819 ▲	12.3%	4,288	0.3%	Finance
UNM Unum Group	$2,241,110	$2,241,110 ▲	New Holding	41,765	0.3%	Finance
FIS Fidelity National Information Services	$2,237,613	$98,065 ▲	4.6%	30,165	0.3%	Business Services
JBL Jabil	$2,222,900	$2,222,900 ▲	New Holding	16,595	0.3%	Computer and Technology
AJG Arthur J. Gallagher & Co.	$2,196,699	$250,551 ▼	-10.2%	8,785	0.3%	Finance
HPE Hewlett Packard Enterprise	$2,192,607	$58,207 ▲	2.7%	123,667	0.3%	Computer and Technology
DIOD Diodes	$2,185,867	$530,446 ▲	32.0%	31,005	0.3%	Computer and Technology
PLTR Palantir Technologies	$2,183,120	$129,178 ▼	-5.6%	94,877	0.3%	Business Services
DE Deere & Company	$2,181,469	$83,792 ▲	4.0%	5,311	0.3%	Industrial Products
SM SM Energy	$2,176,405	$58,175 ▼	-2.6%	43,659	0.3%	Oils/Energy
DV DoubleVerify	$2,175,806	$28,480 ▲	1.3%	61,883	0.3%	Computer and Technology
QQQ Invesco QQQ	$2,175,471	$671,288 ▲	44.6%	4,900	0.3%	Finance
MCK McKesson	$2,172,632	$69,791 ▲	3.3%	4,047	0.3%	Medical
PCAR PACCAR	$2,139,704	$2,139,704 ▲	New Holding	17,271	0.3%	Auto/Tires/Trucks
CAT Caterpillar	$2,133,722	$2,133,722 ▲	New Holding	5,823	0.3%	Industrial Products
FERG Ferguson	$2,107,413	$2,107,413 ▲	New Holding	9,648	0.3%	Industrial Products
UNP Union Pacific	$2,105,594	$19,428 ▼	-0.9%	8,562	0.3%	Transportation
ICE Intercontinental Exchange	$2,098,070	$57,035 ▼	-2.6%	15,266	0.3%	Finance
COR Cencora	$2,088,971	$417,454 ▼	-16.7%	8,597	0.3%	Medical
CNC Centene	$2,079,453	$44,654 ▲	2.2%	26,497	0.3%	Medical
IBKR Interactive Brokers Group	$2,074,072	$253,799 ▼	-10.9%	18,567	0.3%	Finance
ORI Old Republic International	$2,070,898	$35,820 ▼	-1.7%	67,412	0.3%	Finance
ON Onsemi	$2,054,693	$98,851 ▲	5.1%	27,936	0.3%	Computer and Technology
CHRD Chord Energy	$2,048,158	$41,173 ▲	2.1%	11,491	0.3%	Oils/Energy
WRK WestRock	$2,037,263	$79,467 ▼	-3.8%	41,198	0.3%	Basic Materials
CAH Cardinal Health	$2,021,451	$213,615 ▼	-9.6%	18,065	0.3%	Medical
MOH Molina Healthcare	$2,008,137	$2,008,137 ▲	New Holding	4,888	0.3%	Medical
AMT American Tower	$1,960,635	$146,806 ▲	8.1%	9,923	0.3%	Finance
HSY Hershey	$1,959,575	$1,959,575 ▲	New Holding	10,075	0.3%	Consumer Staples
PFGC Performance Food Group	$1,939,222	$115,020 ▼	-5.6%	25,981	0.3%	Retail/Wholesale
ACN Accenture	$1,914,768	$1,914,768 ▲	New Holding	5,524	0.3%	Business Services
TXN Texas Instruments	$1,882,605	$36,582 ▲	2.0%	10,807	0.3%	Computer and Technology
XOM Exxon Mobil	$1,748,347	$141,230 ▲	8.8%	15,041	0.3%	Oils/Energy
LINDE PLC	$1,737,499	$240,984 ▼	-12.2%	3,742	0.3%	SHS
PAYO Payoneer Global	$1,733,397	$1,106,156 ▲	176.4%	356,666	0.3%	Business Services

Showing largest 100 holdings. View all holdings.

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Insight Wealth Strategies, LLC Top Holdings and 13F Report (2024)

About Insight Wealth Strategies, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Insight Wealth Strategies, LLC Top Holdings and 13F Report (2024)

About Insight Wealth Strategies, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInsight Wealth Strategies, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information