Insight Wealth Strategies, LLC Reduced Holdings in Q3 2024

Insight Wealth Strategies, LLC

  • $749 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-129K
- 95.45%
$175.46 - $203.3 $22.6M - $26.2M
6.14K $1.25M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-363K
- 46.09%
$25.19 - $25.5 $9.13M - $9.25M
424K $10.8M
PFF
Ishares Trust Ishares Pfd And

ETFs
-288K
- 29.58%
$31.18 - $33.5 $8.98M - $9.65M
685K $22.8M
TFLO
Ishares Treasury Floating Rate

ETFs
-156K
- 68.65%
$50.42 - $50.66 $7.86M - $7.9M
71.2K $3.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
-41.2K
- 33.15%
$105.92 - $110.83 $4.37M - $4.57M
83.2K $9.19M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-45.9K
- 13.72%
$50.52 - $50.95 $2.32M - $2.34M
289K $14.7M
TJX
Tjx Companies Inc

Consumer Cyclical
-21.2K
- 76.58%
$107.93 - $120.23 $2.28M - $2.54M
6.47K $760K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-818
- 28.28%
$332.02 - $382.76 $272K - $313K
2.08K $778K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-5.57K
- 51.94%
$48.27 - $49.43 $269K - $275K
5.16K $254K
NTAP
Net App, Inc.

Technology
-227
- 1.14%
$114.18 - $134.62 $25.9K - $30.6K
19.7K $2.43M
HNDL
Strategy Shs

ETFs
-4.08K
- 20.02%
$20.96 - $22.29 $85.6K - $91K
16.3K $362K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-251
- 11.29%
$92.63 - $105.69 $23.3K - $26.5K
1.97K $205K
VUG
Vanguard Growth ETF

ETFs
-70
- 5.91%
$341.08 - $391.94 $23.9K - $27.4K
1.11K $427K
XOM
Exxon Mobil Corp

Energy
-253
- 1.65%
$109.72 - $119.0 $27.8K - $30.1K
15K $1.76M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-125
- 4.94%
$475.2 - $527.7 $59.4K - $66K
2.4K $1.27M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-347
- 2.33%
$44.65 - $47.21 $15.5K - $16.4K
14.6K $680K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-272
- 4.23%
$75.32 - $84.37 $20.5K - $22.9K
6.16K $515K
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 1.35%
$520.18 - $576.82 $12K - $13.3K
1.68K $966K
DGRO
Ishares Core Dividend Growth E

ETFs
-21
- 0.17%
$57.47 - $62.76 $1.21K - $1.32K
12.1K $757K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-436
- 1.49%
$42.72 - $47.0 $18.6K - $20.5K
28.8K $1.35M
ATI
Allegheny Technologies Inc

Industrials
-5.44K
- 11.97%
$54.26 - $67.71 $295K - $368K
40K $2.67M
TSLA
Tesla, Inc.

Consumer Cyclical
-75
- 2.67%
$191.76 - $263.26 $14.4K - $19.7K
2.73K $714K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-170
- 0.17%
$51.3 - $59.04 $8.72K - $10K
100K $5.5M
MLI
Mueller Industries Inc

Industrials
-6.32K
- 14.75%
$55.73 - $74.1 $352K - $468K
36.5K $2.7M
BRO
Brown & Brown, Inc.

Financial Services
-894
- 3.21%
$89.11 - $105.82 $79.7K - $94.6K
27K $2.8M
WMT
Walmart Inc.

Consumer Defensive
-136
- 0.53%
$66.91 - $81.4 $9.1K - $11.1K
25.6K $2.07M
PAYO
Payoneer Global Inc.

Technology
-31.9K
- 8.79%
$5.21 - $7.66 $166K - $245K
331K $2.49M
HCA
Hca Healthcare, Inc.

Healthcare
-114
- 1.63%
$315.12 - $406.43 $35.9K - $46.3K
6.89K $2.8M
MELI
Mercadolibre Inc

Consumer Cyclical
-187
- 8.12%
$1591.44 - $2140.1 $298K - $400K
2.12K $4.34M
PLTR
Palantir Technologies Inc.

Technology
-11.8K
- 12.23%
$24.09 - $37.95 $285K - $450K
85K $3.16M
MSI
Motorola Solutions, Inc.

Technology
-45
- 0.39%
$385.65 - $450.49 $17.4K - $20.3K
11.5K $5.15M
AAPL
Apple Inc.

Technology
-847
- 1.44%
$207.23 - $234.82 $176K - $199K
58K $13.5M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.55K
- 0.59%
$106.11 - $113.72 $165K - $177K
263K $29.8M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-973
- 0.32%
$80.13 - $88.89 $78K - $86.5K
307K $27.1M
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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