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

About Insight Wealth Strategies, LLC

Investment Activity

Insight Wealth Strategies, LLC has $759.24 million in total holdings as of September 30, 2024.
Insight Wealth Strategies, LLC owns shares of 159 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
Approximately 16.94% of the portfolio was purchased this quarter.
About 13.02% of the portfolio was sold this quarter.
This quarter, Insight Wealth Strategies, LLC has purchased 157 new stocks and bought additional shares in 98 stocks.
Insight Wealth Strategies, LLC sold shares of 35 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

iShares MSCI USA Min Vol Factor ETF: $30,983,873
iShares iBoxx $ Investment Grade Corporate Bond ETF: $29,751,819
Chevron: $29,442,594
Vanguard International Dividend Appreciation ETF: $27,137,596
Goldman Sachs ActiveBeta International Equity ETF: $26,991,882

Largest New Holdings this Quarter

Vanguard High Dividend Yield ETF: $12,080,203 Holding
Health Care Select Sector SPDR Fund: $8,855,384 Holding
Consumer Staples Select Sector SPDR Fund: $6,681,552 Holding
Hubbell: $4,228,721 Holding
CoStar Group: $3,785,806 Holding

Largest Purchases this Quarter

iShares MBS ETF: 229,171 shares (about $21.96M)
Vanguard High Dividend Yield ETF: 94,229 shares (about $12.08M)
Health Care Select Sector SPDR Fund: 57,495 shares (about $8.86M)
Vanguard Long-Term Corporate Bond ETF: 95,020 shares (about $7.72M)
Consumer Staples Select Sector SPDR Fund: 80,501 shares (about $6.68M)

Largest Sales this Quarter

iShares MSCI USA Momentum Factor ETF: 128,887 shares (about $26.13M)
iShares Preferred and Income Securities ETF: 287,911 shares (about $9.57M)
VanEck Floating Rate ETF: 362,560 shares (about $9.23M)
iShares Treasury Floating Rate Bond ETF: 155,893 shares (about $7.89M)
iShares TIPS Bond ETF: 41,238 shares (about $4.56M)

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
USMV iShares MSCI USA Min Vol Factor ETF	$30,983,873	$2,870,149 ▲	10.2%	339,326	4.1%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$29,751,819	$175,571 ▼	-0.6%	263,337	3.9%	Finance
CVX Chevron	$29,442,594	$158,020 ▲	0.5%	199,923	3.9%	Oils/Energy
VIGI Vanguard International Dividend Appreciation ETF	$27,137,596	$85,896 ▼	-0.3%	307,404	3.6%	ETF
GSIE Goldman Sachs ActiveBeta International Equity ETF	$26,991,882	$235,141 ▲	0.9%	746,251	3.6%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$26,938,399	$36,219 ▲	0.1%	150,242	3.5%	ETF
MBB iShares MBS ETF	$25,840,564	$21,956,901 ▲	565.4%	269,706	3.4%	ETF
VCLT Vanguard Long-Term Corporate Bond ETF	$25,079,371	$7,718,479 ▲	44.5%	308,745	3.3%	Manufacturing
TLT iShares 20+ Year Treasury Bond ETF	$24,712,778	$3,711,910 ▲	17.7%	251,914	3.3%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$24,681,026	$6,389,187 ▲	34.9%	251,539	3.3%	ETF
PFF iShares Preferred and Income Securities ETF	$22,771,817	$9,567,281 ▼	-29.6%	685,279	3.0%	ETF
LVHI Franklin International Low Volatility High Dividend Index ETF	$18,210,946	$4,603,599 ▲	33.8%	585,938	2.4%	ETF
JAAA Janus Henderson AAA CLO ETF	$14,689,412	$2,336,359 ▼	-13.7%	288,707	1.9%	ETF
AAPL Apple	$13,503,280	$197,351 ▼	-1.4%	57,954	1.8%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$12,615,272	$3,947,132 ▲	45.5%	151,717	1.7%	Manufacturing
IJR iShares Core S&P Small-Cap ETF	$12,435,805	$144,680 ▲	1.2%	106,325	1.6%	ETF
VYM Vanguard High Dividend Yield ETF	$12,080,203	$12,080,203 ▲	New Holding	94,229	1.6%	ETF
XLI Industrial Select Sector SPDR Fund	$11,733,162	$104,695 ▲	0.9%	86,630	1.5%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$11,511,888	$124,927 ▲	1.1%	119,978	1.5%	ETF
FLTR VanEck Floating Rate ETF	$10,800,024	$9,234,408 ▼	-46.1%	424,029	1.4%	ETF
XLF Financial Select Sector SPDR Fund	$9,668,258	$147,517 ▲	1.5%	213,333	1.3%	ETF
TIP iShares TIPS Bond ETF	$9,188,390	$4,555,586 ▼	-33.1%	83,175	1.2%	ETF
XLV Health Care Select Sector SPDR Fund	$8,855,384	$8,855,384 ▲	New Holding	57,495	1.2%	ETF
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$8,197,117	$846,726 ▲	11.5%	62,326	1.1%	ETF
LRCX Lam Research	$6,749,357	$206,480 ▲	3.2%	8,270	0.9%	Computer and Technology
EWJ iShares MSCI Japan ETF	$6,725,714	$44,927 ▲	0.7%	94,013	0.9%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$6,681,552	$6,681,552 ▲	New Holding	80,501	0.9%	ETF
SYY Sysco	$6,434,210	$225,751 ▲	3.6%	82,426	0.8%	Consumer Staples
FYLD Cambria Foreign Shareholder Yield ETF	$5,694,030	$186,958 ▲	3.4%	204,453	0.7%	ETF
PDD PDD	$5,658,515	$2,058,953 ▲	57.2%	41,974	0.7%	Multi-Sector Conglomerates
XSVM Invesco S&P SmallCap Value with Momentum ETF	$5,498,044	$9,348 ▼	-0.2%	99,983	0.7%	Miscellaneous
HYDB iShares High Yield Bond Factor ETF	$5,333,513	$1,974,067 ▲	58.8%	110,976	0.7%	ETF
AXP American Express	$5,325,295	$51,257 ▲	1.0%	19,636	0.7%	Finance
MSI Motorola Solutions	$5,150,922	$20,233 ▼	-0.4%	11,456	0.7%	Computer and Technology
AMZN Amazon.com	$5,132,646	$64,657 ▲	1.3%	27,546	0.7%	Retail/Wholesale
AVGO Broadcom	$5,118,902	$4,609,513 ▲	904.9%	29,675	0.7%	Computer and Technology
MSFT Microsoft	$5,080,428	$34,853 ▲	0.7%	11,807	0.7%	Computer and Technology
MCO Moody's	$4,825,299	$18,984 ▲	0.4%	10,167	0.6%	Finance
HYD VanEck High Yield Muni ETF	$4,802,674	$440,322 ▲	10.1%	90,497	0.6%	ETF
SHW Sherwin-Williams	$4,768,116	$22,900 ▲	0.5%	12,493	0.6%	Basic Materials
HD Home Depot	$4,697,935	$100,085 ▲	2.2%	11,594	0.6%	Retail/Wholesale
CTAS Cintas	$4,423,520	$3,340,596 ▲	308.5%	21,486	0.6%	Industrial Products
MELI MercadoLibre	$4,339,895	$383,716 ▼	-8.1%	2,115	0.6%	Retail/Wholesale
GWW W.W. Grainger	$4,337,624	$168,270 ▲	4.0%	4,176	0.6%	Industrial Products
HUBB Hubbell	$4,228,721	$4,228,721 ▲	New Holding	9,872	0.6%	Industrial Products
KLAC KLA	$4,219,259	$105,327 ▲	2.6%	5,448	0.6%	Computer and Technology
MUB iShares National Muni Bond ETF	$4,197,389	$428,875 ▲	11.4%	38,639	0.6%	ETF
FLOT iShares Floating Rate Bond ETF	$4,147,387	$447,823 ▲	12.1%	81,258	0.5%	ETF
AMGN Amgen	$4,102,630	$111,483 ▲	2.8%	12,733	0.5%	Medical
NVDA NVIDIA	$4,000,602	$46,147 ▼	-1.1%	32,943	0.5%	Computer and Technology
MOH Molina Healthcare	$3,987,593	$1,579,463 ▲	65.6%	11,573	0.5%	Medical
HSY Hershey	$3,970,581	$1,924,305 ▲	94.0%	20,704	0.5%	Consumer Staples
CDW CDW	$3,959,664	$122,431 ▲	3.2%	17,497	0.5%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$3,911,838	$455,937 ▲	13.2%	76,523	0.5%	ETF
GOOGL Alphabet	$3,845,936	$63,853 ▲	1.7%	23,189	0.5%	Computer and Technology
CSGP CoStar Group	$3,785,806	$3,785,806 ▲	New Holding	50,183	0.5%	Computer and Technology
MCK McKesson	$3,751,916	$168,587 ▲	4.7%	7,589	0.5%	Medical
UNH UnitedHealth Group	$3,737,180	$29,233 ▲	0.8%	6,392	0.5%	Medical
ACN Accenture	$3,654,381	$954,070 ▲	35.3%	10,338	0.5%	Computer and Technology
TFLO iShares Treasury Floating Rate Bond ETF	$3,602,227	$7,888,214 ▼	-68.7%	71,190	0.5%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$3,554,219	$9,358 ▲	0.3%	37,981	0.5%	ETF
RGA Reinsurance Group of America	$3,548,050	$3,548,050 ▲	New Holding	16,285	0.5%	Finance
FLS Flowserve	$3,447,361	$3,447,361 ▲	New Holding	66,693	0.5%	Industrial Products
JNK SPDR Bloomberg High Yield Bond ETF	$3,413,691	$25,523 ▲	0.8%	34,908	0.4%	Finance
PCAR PACCAR	$3,168,132	$1,339,191 ▲	73.2%	32,105	0.4%	Auto/Tires/Trucks
PLTR Palantir Technologies	$3,162,037	$440,634 ▼	-12.2%	85,001	0.4%	Business Services
LW Lamb Weston	$2,948,130	$179,653 ▲	6.5%	45,538	0.4%	Consumer Staples
ACGL Arch Capital Group	$2,857,191	$48,108 ▲	1.7%	25,538	0.4%	Finance
HCA HCA Healthcare	$2,798,280	$46,333 ▼	-1.6%	6,885	0.4%	Medical
BRO Brown & Brown	$2,797,116	$92,619 ▼	-3.2%	26,999	0.4%	Finance
TGT Target	$2,712,612	$106,142 ▲	4.1%	17,404	0.4%	Retail/Wholesale
MLI Mueller Industries	$2,704,540	$468,009 ▼	-14.8%	36,499	0.4%	Industrial Products
ATI ATI	$2,674,861	$363,790 ▼	-12.0%	39,977	0.4%	Basic Materials
JPM JPMorgan Chase & Co.	$2,615,567	$35,004 ▲	1.4%	12,404	0.3%	Finance
FIS Fidelity National Information Services	$2,613,099	$33,416 ▲	1.3%	31,201	0.3%	Business Services
IBKR Interactive Brokers Group	$2,604,102	$17,420 ▲	0.7%	18,686	0.3%	Finance
SPY SPDR S&P 500 ETF Trust	$2,593,407	$65,983 ▲	2.6%	4,520	0.3%	Finance
AJG Arthur J. Gallagher & Co.	$2,578,429	$14,912 ▲	0.6%	9,164	0.3%	Finance
ICE Intercontinental Exchange	$2,551,836	$22,330 ▲	0.9%	15,885	0.3%	Finance
AMT American Tower	$2,520,861	$45,115 ▲	1.8%	10,840	0.3%	Finance
PAYO Payoneer Global	$2,493,688	$240,388 ▼	-8.8%	331,167	0.3%	Business Services
ORI Old Republic International	$2,481,241	$40,556 ▲	1.7%	70,052	0.3%	Finance
CAT Caterpillar	$2,444,109	$48,890 ▲	2.0%	6,249	0.3%	Industrial Products
NTAP NetApp	$2,428,202	$28,037 ▼	-1.1%	19,660	0.3%	Computer and Technology
ORCL Oracle	$2,392,676	$1,022 ▲	0.0%	14,042	0.3%	Computer and Technology
WM Waste Management	$2,335,348	$48,164 ▲	2.1%	11,249	0.3%	Business Services
TXN Texas Instruments	$2,327,187	$40,694 ▲	1.8%	11,266	0.3%	Computer and Technology
QQQ Invesco QQQ	$2,322,890		0.0%	4,759	0.3%	Finance
UNP Union Pacific	$2,260,720	$61,127 ▲	2.8%	9,172	0.3%	Transportation
JBL Jabil	$2,193,055	$96,226 ▲	4.6%	18,301	0.3%	Computer and Technology
BLBD Blue Bird	$2,176,665	$2,176,665 ▲	New Holding	45,385	0.3%	Auto/Tires/Trucks
CAH Cardinal Health	$2,153,291	$40,340 ▲	1.9%	19,483	0.3%	Medical
GOOG Alphabet	$2,151,601	$1,309,285 ▲	155.4%	12,869	0.3%	Computer and Technology
WMT Walmart	$2,065,055	$10,982 ▼	-0.5%	25,573	0.3%	Retail/Wholesale
SMURFIT WESTROCK PLC	$2,050,614	$2,050,614 ▲	New Holding	41,494	0.3%	SHS
FERGUSON ENTERPRISES INC	$2,043,484	$2,043,484 ▲	New Holding	10,291	0.3%	COMMON STOCK NEW
COR Cencora	$2,029,550	$45,466 ▲	2.3%	9,017	0.3%	Medical
FMB First Trust Managed Municipal ETF	$1,969,459	$136,188 ▲	7.4%	37,903	0.3%	Manufacturing
INGR Ingredion	$1,964,989	$25,425 ▲	1.3%	14,298	0.3%	Consumer Staples
SM SM Energy	$1,929,883	$71,307 ▲	3.8%	48,283	0.3%	Oils/Energy

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools