Insight Wealth Strategies, LLC Portfolio Holdings

Insight Wealth Strategies, LLC

  • $740 Million
  • Q4 2024

Insight Wealth Strategies, LLC has filed its 13F form on January 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $740 Million distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Min Vol Facto with a value of $30.5M, Chevron Corp with a value of $29.1M, Ishares Iboxx $ Investment Gra with a value of $28.1M, Ishares Tr with a value of $26.9M, and Ishares Msci Usa Quality Facto with a value of $26.4M.

Examining the 13F form we can see an decrease of $8.33M in the current position value, from $749M to 740M.

Insight Wealth Strategies, LLC is based out at San Ramon, CA

Below you can find more details about Insight Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $740 Million
ETFs: $469 Million
Technology: $75.4 Million
Energy: $42.8 Million
Industrials: $41.1 Million
Financial Services: $39.4 Million
Healthcare: $22.3 Million
Consumer Defensive: $15.4 Million
Consumer Cyclical: $14.9 Million
Other: $20 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.5 Million 4.12% of portfolio
343,489
Q4 2024 Added 1.23%
$316B
$29.1 Million 3.93% of portfolio
201,015
Q4 2024 Added 0.55%
$0
$28.1 Million 3.8% of portfolio
263,381
Q4 2024 Added 0.02%
$0
$26.9 Million 3.63% of portfolio
293,125
Q4 2024 Added 8.68%
$0
$26.4 Million 3.57% of portfolio
148,219
Q4 2024 Reduced 1.35%
$0
$25.1 Million 3.38% of portfolio
313,227
Q4 2024 Added 1.89%
$0
$24.1 Million 3.25% of portfolio
763,371
Q4 2024 Added 2.29%
$0
$23.9 Million 3.22% of portfolio
257,997
Q4 2024 Added 2.57%
$0
$23.8 Million 3.21% of portfolio
317,834
Q4 2024 Added 2.94%
$0
$23 Million 3.1% of portfolio
263,090
Q4 2024 Added 4.44%
$0
$21.3 Million 2.88% of portfolio
678,900
Q4 2024 Reduced 0.93%
$0
$18.5 Million 2.5% of portfolio
607,326
Q4 2024 Added 3.65%
$0
$15.2 Million 2.05% of portfolio
299,831
Q4 2024 Added 3.85%
$0
$14.7 Million 1.98% of portfolio
695,844
Q4 2024 New
$0
$12.3 Million 1.66% of portfolio
96,513
Q4 2024 Added 2.42%
$0
$12.3 Million 1.66% of portfolio
106,397
Q4 2024 Added 0.07%
$0
$11 Million 1.48% of portfolio
48,938
Q4 2024 New
$0
$10.8 Million 1.46% of portfolio
127,277
Q4 2024 New
$0
$10.2 Million 1.37% of portfolio
210,170
Q4 2024 Reduced 1.48%
$3.7T
$9.51 Million 1.29% of portfolio
37,991
Q4 2024 Reduced 34.45%
$0
$9.09 Million 1.23% of portfolio
85,283
Q4 2024 Added 2.53%
$0
$8.46 Million 1.14% of portfolio
63,904
Q4 2024 Added 2.53%
$0
$8.45 Million 1.14% of portfolio
34,734
Q4 2024 New
$11B
$7.49 Million 1.01% of portfolio
103,703
Q4 2024 Added 1,153.97%
$1.35B
$6.34 Million 0.86% of portfolio
57,678
Q4 2024 New
$0
$6.27 Million 0.85% of portfolio
82,409
Q4 2024 Added 2.37%
$2.3T
$6.1 Million 0.82% of portfolio
27,811
Q4 2024 Added 0.96%
$1.17T
$5.99 Million 0.81% of portfolio
31,658
Q4 2024 Added 36.52%
$96.2B
$5.89 Million 0.8% of portfolio
25,427
Q4 2024 Reduced 14.32%
$141B
$5.62 Million 0.76% of portfolio
74,353
Q4 2024 Reduced 12.53%
$0
$5.56 Million 0.75% of portfolio
102,080
Q4 2024 Added 2.1%
$234B
$5.57 Million 0.75% of portfolio
18,759
Q4 2024 Reduced 4.47%
$0
$5.45 Million 0.74% of portfolio
115,992
Q4 2024 Added 4.52%
$3.2T
$5.29 Million 0.72% of portfolio
12,559
Q4 2024 Added 6.37%
$0
$5.35 Million 0.72% of portfolio
211,730
Q4 2024 Added 3.56%
$85.2B
$4.8 Million 0.65% of portfolio
8,420
Q4 2024 Added 10.95%
$77.6B
$4.65 Million 0.63% of portfolio
10,064
Q4 2024 Reduced 12.15%
$123B
$4.68 Million 0.63% of portfolio
15,997
Q4 2024 New
$87.2B
$4.69 Million 0.63% of portfolio
9,905
Q4 2024 Reduced 2.58%
$37B
$4.6 Million 0.62% of portfolio
60,103
Q4 2024 Reduced 27.08%
$56.3B
$4.56 Million 0.62% of portfolio
4,328
Q4 2024 Added 3.64%
$343B
$4.51 Million 0.61% of portfolio
33,602
Q4 2024 Added 2.0%
$419B
$4.47 Million 0.6% of portfolio
11,490
Q4 2024 Reduced 0.9%
$63.1B
$4.45 Million 0.6% of portfolio
20,732
Q4 2024 New
$17.3B
$4.39 Million 0.59% of portfolio
55,943
Q4 2024 New
$14.9B
$4.31 Million 0.58% of portfolio
20,158
Q4 2024 Added 23.78%
$23.5B
$4.27 Million 0.58% of portfolio
10,202
Q4 2024 Added 3.34%
$91.7B
$4.24 Million 0.57% of portfolio
12,468
Q4 2024 Reduced 0.2%
$8.64B
$4.14 Million 0.56% of portfolio
61,950
Q4 2024 Added 36.04%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $740 Million
  • Prior Value $749 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
Track This Portfolio

Track Insight Wealth Strategies, LLC Portfolio

Follow Insight Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email