Insight Wealth Strategies, LLC Incresed Positions in Q4 2024

Insight Wealth Strategies, LLC

  • $740 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IDXX
Idexx Laboratories Inc

Healthcare
7.04K
+ 230.47%
$406.92 - $495.42 $2.87M - $3.49M
10.1K $4.17M
FTNT
Fortinet, Inc.

Technology
18.9K
+ 79.32%
$76.49 - $99.21 $1.45M - $1.88M
42.7K $4.04M
GOOGL
Alphabet Inc.

Communication Services
8.47K
+ 36.52%
$161.86 - $196.66 $1.37M - $1.67M
31.7K $5.99M
ABC
Amerisourcebergen Corp

Healthcare
11.2K
+ 124.56%
N/A
20.2K $3.75M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.04K
+ 45.11%
$567.81 - $607.81 $1.16M - $1.24M
6.56K $3.84M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
16.4K
+ 36.04%
$62.09 - $82.32 $1.02M - $1.35M
62K $4.14M
ACGL
Arch Capital Group Ltd.

Financial Services
17.4K
+ 68.24%
$88.71 - $114.86 $1.55M - $2M
43K $3.97M
MCK
Mckesson Corp

Healthcare
831
+ 10.95%
$482.27 - $628.5 $401K - $522K
8.42K $4.8M
MBB
Ishares Tr

ETFs
23.4K
+ 8.68%
$91.26 - $95.82 $2.14M - $2.24M
293K $26.9M
AMZN
Amazon Com Inc

Consumer Cyclical
265
+ 0.96%
$180.88 - $232.93 $47.9K - $61.7K
27.8K $6.1M
RGA
Reinsurance Group Of America Inc

Financial Services
3.87K
+ 23.78%
$201.26 - $231.95 $779K - $898K
20.2K $4.31M
LRCX
Lam Research Corp

Technology
95.4K
+ 1153.97%
$70.05 - $814.09 $6.69M - $77.7M
104K $7.49M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
17.1K
+ 2.29%
N/A
763K $24.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.1K
+ 3.85%
$50.62 - $50.97 $563K - $567K
300K $15.2M
NVDA
Nvidia Corp

Technology
659
+ 2.0%
$117.0 - $148.88 $77.1K - $98.1K
33.6K $4.51M
FLS
Flowserve Corp

Industrials
1.05K
+ 1.58%
$51.87 - $62.0 $54.5K - $65.2K
67.7K $3.9M
LVHI
Franklin International Low Vol

ETFs
21.4K
+ 3.65%
$29.98 - $31.57 $641K - $675K
607K $18.5M
AVUV
American Centy ETF Tr Avantis

ETFs
2.29K
+ 1.91%
$94.37 - $106.41 $216K - $244K
122K $11.8M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.58K
+ 2.53%
$125.5 - $148.67 $198K - $235K
63.9K $8.46M
MLI
Mueller Industries Inc

Industrials
685
+ 1.88%
$71.2 - $95.34 $48.8K - $65.3K
37.2K $2.95M
HON
Honeywell International Inc

Industrials
303
+ 3.41%
$202.84 - $236.0 $61.5K - $71.5K
9.18K $2.07M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.28K
+ 2.42%
$126.68 - $134.74 $289K - $308K
96.5K $12.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
514
+ 108.9%
$442.29 - $483.08 $227K - $248K
986 $446K
GWW
W.W. Grainger, Inc.

Industrials
152
+ 3.64%
$1023.06 - $1220.93 $156K - $186K
4.33K $4.56M
MSFT
Microsoft Corp

Technology
752
+ 6.37%
$406.35 - $454.46 $306K - $342K
12.6K $5.29M
CAH
Cardinal Health Inc

Healthcare
313
+ 1.61%
$107.89 - $125.33 $33.8K - $39.2K
19.8K $2.34M
HSY
Hershey CO

Consumer Defensive
3.84K
+ 18.55%
$168.67 - $193.65 $648K - $744K
24.5K $4.16M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.94K
+ 13.7%
$45.85 - $49.28 $181K - $194K
32.7K $1.53M
TXN
Texas Instruments Inc

Technology
850
+ 7.54%
N/A
12.1K $2.36M
XLP
Consumer Staples Sector Spdr

ETFs
1.91K
+ 2.37%
N/A
82.4K $6.27M
NFLX
Netflix Inc

Communication Services
12
+ 1.86%
$687.65 - $936.56 $8.25K - $11.2K
656 $584K
BLBD
Blue Bird Corp

Consumer Cyclical
14.2K
+ 31.34%
$36.37 - $46.1 $517K - $656K
59.6K $2.3M
HYDB
Ishares Tr Edge High Yield Def

ETFs
5.02K
+ 4.52%
$46.68 - $47.95 $234K - $241K
116K $5.45M
V
Visa Inc.

Financial Services
52
+ 2.88%
$273.87 - $320.91 $14.2K - $16.7K
1.86K $587K
TRGP
Targa Resources Corp.

Energy
10
+ 0.41%
$150.58 - $207.69 $1.51K - $2.08K
2.45K $437K
NOG
Northern Oil & Gas, Inc.

Energy
751
+ 2.7%
$35.57 - $43.49 $26.7K - $32.7K
28.6K $1.06M
ACN
Accenture PLC

Technology
260
+ 2.51%
$343.9 - $376.86 $89.4K - $98K
10.6K $3.73M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
2.1K
+ 2.1%
$53.38 - $60.64 $112K - $127K
102K $5.56M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.77K
+ 12.14%
$44.87 - $46.86 $79.3K - $82.8K
16.3K $732K
SM
Sm Energy CO

Energy
2.8K
+ 5.8%
$36.59 - $46.03 $102K - $129K
51.1K $1.98M
BAC
Bank Of America Corp

Financial Services
359
+ 4.61%
$39.22 - $47.77 $14.1K - $17.1K
8.15K $358K
HUBB
Hubbell Inc

Industrials
330
+ 3.34%
$418.89 - $472.12 $138K - $156K
10.2K $4.27M
IVV
Ishares Core S&P 500 ETF

ETFs
33
+ 1.97%
$570.51 - $610.59 $18.8K - $20.1K
1.71K $1.01M
VIG
Vanguard Dividend Appreciation

ETFs
214
+ 5.86%
N/A
3.86K $703K
META
Meta Platforms, Inc.

Communication Services
17
+ 1.62%
$554.08 - $632.68 $9.42K - $10.8K
1.07K $629K
CWB
Spdr Bloomberg Convertible Sec

ETFs
59
+ 0.52%
$76.21 - $82.24 $4.5K - $4.85K
11.5K $895K
SPYG
Spdr Portfolio

ETFs
6
+ 0.17%
$81.74 - $91.38 $490 - $548
3.58K $314K
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.92K
+ 300.0%
$25.93 - $105.3 $153K - $623K
7.89K $219K
VTI
Vanguard Total Stock Market Et

ETFs
28
+ 3.61%
$280.04 - $302.45 $7.84K - $8.47K
804 $233K
Activity Summary
Buys All Purchases 105 New Holdings 20 Increased Positions 85 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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