Insight Wealth Strategies, LLC New Holdings in Q3 2024

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
VYM Vanguard Whitehall Fds (Vangua ETFs	94.2K New	$117.9 - $128.2 $11.1M - $12.1M	94.2K $12.1M
XLV Select Sector Spdr Fund Health ETFs	57.5K New	$143.3 - $157.24 $8.24M - $9.04M	57.5K $8.86M
XLP Consumer Staples Sector Spdr ETFs	80.5K New	$76.04 - $76.04 $6.12M - $6.12M	80.5K $6.12M
HUBB Hubbell Inc Industrials	9.87K New	$355.55 - $428.48 $3.51M - $4.23M	9.87K $4.23M
CSGP Costar Group, Inc. Real Estate	50.2K New	$71.59 - $79.61 $3.59M - $4M	50.2K $3.79M
RGA Reinsurance Group Of America Inc Financial Services	16.3K New	$192.62 - $225.79 $3.14M - $3.68M	16.3K $3.55M
FLS Flowserve Corp Industrials	66.7K New	$44.46 - $52.53 $2.97M - $3.5M	66.7K $3.45M
BLBD Blue Bird Corp Consumer Cyclical	45.4K New	$45.15 - $54.51 $2.05M - $2.47M	45.4K $2.18M
PEP Pepsico Inc Consumer Defensive	3.72K New	$161.9 - $179.3 $603K - $667K	3.72K $632K
BAC Bank Of America Corp Financial Services	7.79K New	$36.65 - $44.13 $286K - $344K	7.79K $309K
IESC Ies Holdings, Inc. Industrials	1.34K New	$134.29 - $199.7 $180K - $267K	1.34K $267K
BRK-B Berkshire Hathaway Inc Class B Financial Services	472 New	$405.19 - $478.57 $191K - $226K	472 $217K
IWD Ishares Russell 1000 Val ETF ETFs	1.12K New	$173.36 - $189.8 $194K - $212K	1.12K $212K
GE General Electric CO Industrials	1.08K New	$156.66 - $189.66 $169K - $204K	1.08K $202K
KO Coca Cola CO Consumer Defensive	2.8K New	$62.69 - $73.01 $175K - $204K	2.8K $201K
SCHD Schwab Strategic Tr Us Dividen ETFs	2.37K New	$77.02 - $85.06 $183K - $202K	2.37K $200K
Ferguson Enterprises Inc	10.3K New	N/A	10.3K $0
Smurfit Westrock PLC	41.5K New	N/A	41.5K $0

Activity Summary All Purchases 116 New Holdings 18 Increased Positions 98 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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