Insight Wealth Strategies, LLC Incresed Positions in Q3 2024

Insight Wealth Strategies, LLC

  • $749 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
229K
+ 565.37%
$90.85 - $96.66 $20.8M - $22.2M
270K $25.8M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
95K
+ 44.46%
$74.85 - $82.2 $7.11M - $7.81M
309K $25.1M
IEF
Ishares Barclays

ETFs
65.1K
+ 34.93%
$92.67 - $99.14 $6.03M - $6.46M
252K $24.7M
LVHI
Franklin International Low Vol

ETFs
148K
+ 33.83%
$28.72 - $31.28 $4.25M - $4.63M
586K $18.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
31.4K
+ 10.21%
$83.76 - $91.82 $2.63M - $2.89M
339K $31M
TLT
Ishares Barclays 20+ Year Trea

ETFs
37.8K
+ 17.68%
$89.91 - $101.33 $3.4M - $3.83M
252K $24.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
47.5K
+ 45.54%
$81.31 - $83.29 $3.86M - $3.95M
152K $12.6M
PDD
Pinduoduo Inc.

Consumer Cyclical
15.3K
+ 57.2%
$89.17 - $151.11 $1.36M - $2.31M
42K $5.66M
HYDB
Ishares Tr Edge High Yield Def

ETFs
41.1K
+ 58.76%
$46.14 - $48.06 $1.9M - $1.97M
111K $5.33M
HSY
Hershey CO

Consumer Defensive
10K
+ 94.04%
$182.45 - $203.25 $1.83M - $2.04M
20.7K $3.97M
ACN
Accenture PLC

Technology
2.7K
+ 35.33%
$295.44 - $355.81 $797K - $960K
10.3K $3.65M
QUAL
Ishares Msci Usa Quality Facto

ETFs
202
+ 0.13%
$162.64 - $179.3 $32.9K - $36.2K
150K $26.9M
XLI
Industrial Sector Spdr

ETFs
773
+ 0.9%
$120.56 - $135.44 $93.2K - $105K
86.6K $11.7M
PCAR
Paccar Inc

Industrials
13.6K
+ 73.22%
$91.64 - $109.98 $1.24M - $1.49M
32.1K $3.17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.24K
+ 1.18%
$105.53 - $118.34 $131K - $146K
106K $12.4M
GOOG
Alphabet Inc.

Communication Services
7.83K
+ 155.44%
$149.54 - $192.66 $1.17M - $1.51M
12.9K $2.15M
SHW
Sherwin Williams CO

Basic Materials
60
+ 0.48%
$294.65 - $384.0 $17.7K - $23K
12.5K $4.77M
XLF
Financial Sector Spdr

ETFs
3.26K
+ 1.55%
$40.84 - $45.74 $133K - $149K
213K $9.67M
AVUV
American Centy ETF Tr Avantis

ETFs
1.3K
+ 1.1%
$88.24 - $99.7 $115K - $130K
120K $11.5M
AXP
American Express CO

Financial Services
189
+ 0.97%
$225.92 - $271.17 $42.7K - $51.3K
19.6K $5.32M
HD
Home Depot, Inc.

Consumer Cyclical
247
+ 2.18%
$333.64 - $405.2 $82.4K - $100K
11.6K $4.7M
SYY
Sysco Corp

Consumer Defensive
2.89K
+ 3.64%
$69.16 - $78.98 $200K - $228K
82.4K $6.43M
CTAS
Cintas Corp

Industrials
16.2K
+ 308.48%
$201.38 - $819.83 $3.27M - $13.3M
21.5K $4.42M
GWW
W.W. Grainger, Inc.

Industrials
162
+ 4.04%
$896.19 - $1044.18 $145K - $169K
4.18K $4.34M
MCO
Moodys Corp

Financial Services
40
+ 0.39%
$421.49 - $494.67 $16.9K - $19.8K
10.2K $4.82M
HYD
Vaneck High Yield Muni ETF

ETFs
8.3K
+ 10.09%
$51.46 - $53.07 $427K - $440K
90.5K $4.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.92K
+ 13.19%
$49.93 - $51.15 $445K - $456K
76.5K $3.91M
UNH
Unitedhealth Group Inc

Healthcare
50
+ 0.79%
$488.01 - $604.18 $24.4K - $30.2K
6.39K $3.74M
MUB
Ishares National Muni Bond ETF

ETFs
3.95K
+ 11.38%
$106.13 - $108.7 $419K - $429K
38.6K $4.2M
FTNT
Fortinet, Inc.

Technology
1.17K
+ 5.18%
$55.39 - $77.55 $65K - $91K
23.8K $1.85M
FYLD
Cambria Foreign Shareholder Yi

ETFs
6.71K
+ 3.39%
$24.79 - $28.04 $166K - $188K
204K $5.69M
AMT
American Tower Corp

Real Estate
194
+ 1.82%
$192.27 - $242.73 $37.3K - $47.1K
10.8K $2.52M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8.77K
+ 12.1%
$50.63 - $51.11 $444K - $448K
81.3K $4.15M
ORCL
Oracle Corp

Technology
6
+ 0.04%
$125.9 - $170.35 $755 - $1.02K
14K $2.39M
CAT
Caterpillar Inc

Industrials
125
+ 2.04%
$316.8 - $391.12 $39.6K - $48.9K
6.25K $2.44M
ICE
Intercontinental Exchange, Inc.

Financial Services
139
+ 0.88%
$136.93 - $162.81 $19K - $22.6K
15.9K $2.55M
AVGO
Broadcom Inc.

Technology
26.7K
+ 904.91%
$136.27 - $1745.86 $3.64M - $46.7M
29.7K $5.12M
EWJ
Ishares Msci Japan ETF

ETFs
628
+ 0.67%
$63.12 - $72.99 $39.6K - $45.8K
94K $6.73M
ORI
Old Republic International Corp

Financial Services
1.15K
+ 1.66%
$29.89 - $35.9 $34.2K - $41.1K
70.1K $2.48M
INGR
Ingredion Inc

Consumer Defensive
185
+ 1.31%
$111.98 - $137.59 $20.7K - $25.5K
14.3K $1.96M
IBKR
Interactive Brokers Group, Inc.

Financial Services
125
+ 0.67%
$108.65 - $139.41 $13.6K - $17.4K
18.7K $2.61M
ACGL
Arch Capital Group Ltd.

Financial Services
430
+ 1.71%
$94.47 - $114.25 $40.6K - $49.1K
25.5K $2.86M
FIS
Fidelity National Information Services, Inc.

Technology
399
+ 1.3%
$72.8 - $85.04 $29K - $33.9K
31.2K $2.61M
JBL
Jabil Inc

Technology
803
+ 4.59%
$97.55 - $126.65 $78.3K - $102K
18.3K $2.19M
HIG
Hartford Financial Services Group, Inc.

Financial Services
182
+ 1.22%
$98.71 - $117.61 $18K - $21.4K
15.1K $1.77M
CAH
Cardinal Health Inc

Healthcare
365
+ 1.91%
$93.74 - $114.66 $34.2K - $41.9K
19.5K $2.15M
UNP
Union Pacific Corp

Industrials
248
+ 2.78%
$221.78 - $256.09 $55K - $63.5K
9.17K $2.26M
TGT
Target Corp

Consumer Defensive
681
+ 4.07%
$133.47 - $159.25 $90.9K - $108K
17.4K $2.71M
AMGN
Amgen Inc

Healthcare
346
+ 2.79%
$309.38 - $337.38 $107K - $117K
12.7K $4.1M
Activity Summary
Buys All Purchases 116 New Holdings 18 Increased Positions 98 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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