Insight Wealth Strategies, LLC Reduced Holdings in Q4 2024

Insight Wealth Strategies, LLC

  • $740 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-20K
- 34.45%
$221.69 - $259.02 $4.43M - $5.17M
38K $9.51M
TFLO
Ishares Treasury Floating Rate

ETFs
-64.6K
- 90.78%
$50.37 - $50.63 $3.26M - $3.27M
6.56K $331K
SYY
Sysco Corp

Consumer Defensive
-22.3K
- 27.08%
$73.63 - $81.77 $1.64M - $1.83M
60.1K $4.6M
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.38K
- 0.93%
$31.23 - $33.51 $199K - $214K
679K $21.3M
HYD
Vaneck High Yield Muni ETF

ETFs
-17K
- 18.82%
$51.09 - $53.06 $870K - $904K
73.5K $3.81M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-13.3K
- 35.04%
$50.62 - $52.07 $672K - $691K
24.6K $1.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.29K
- 53.74%
$521.84 - $558.82 $674K - $722K
1.11K $599K
UNH
Unitedhealth Group Inc

Healthcare
-197
- 3.08%
$485.52 - $625.25 $95.6K - $123K
6.2K $3.13M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.02K
- 1.35%
$176.42 - $186.91 $357K - $378K
148K $26.4M
SHW
Sherwin Williams CO

Basic Materials
-25
- 0.2%
$338.75 - $399.71 $8.47K - $9.99K
12.5K $4.24M
MUB
Ishares National Muni Bond ETF

ETFs
-3.61K
- 9.34%
$105.78 - $108.7 $382K - $392K
35K $3.73M
EMB
Ishares Tr

ETFs
-2.68K
- 7.06%
$88.94 - $93.46 $239K - $251K
35.3K $3.14M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.36K
- 8.53%
$148.29 - $166.93 $201K - $226K
14.5K $2.17M
ORCL
Oracle Corp

Technology
-1.86K
- 13.27%
$165.41 - $192.43 $308K - $359K
12.2K $2.03M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.82K
- 6.3%
$49.79 - $51.14 $240K - $246K
71.7K $3.59M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2.36K
- 6.76%
$94.77 - $97.36 $224K - $230K
32.5K $3.11M
FIS
Fidelity National Information Services, Inc.

Technology
-2.06K
- 6.59%
$80.14 - $90.95 $165K - $187K
29.1K $2.35M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-678
- 14.25%
$481.22 - $538.17 $326K - $365K
4.08K $2.09M
HD
Home Depot, Inc.

Consumer Cyclical
-104
- 0.9%
$385.02 - $431.37 $40K - $44.9K
11.5K $4.47M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-477
- 3.16%
$107.06 - $123.74 $51.1K - $59K
14.6K $1.6M
MCO
Moodys Corp

Financial Services
-262
- 2.58%
$454.04 - $500.88 $119K - $131K
9.91K $4.69M
BRO
Brown & Brown, Inc.

Financial Services
-776
- 2.87%
$100.93 - $113.42 $78.3K - $88K
26.2K $2.68M
WMT
Walmart Inc.

Consumer Defensive
-3.6K
- 14.08%
$79.1 - $95.7 $285K - $345K
22K $1.99M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-564
- 8.52%
$70.1 - $76.53 $39.5K - $43.2K
6.06K $428K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.06K
- 15.03%
$37.12 - $41.23 $39.4K - $43.7K
6K $222K
WEC
Wec Energy Group, Inc.

Utilities
-610
- 14.17%
$92.94 - $101.82 $56.7K - $62.1K
3.7K $347K
ORI
Old Republic International Corp

Financial Services
-3.26K
- 4.65%
$34.4 - $38.98 $112K - $127K
66.8K $2.42M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-730
- 0.9%
$50.73 - $51.08 $37K - $37.3K
80.5K $4.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-354
- 5.76%
$201.32 - $217.44 $71.3K - $77K
5.79K $1.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
-766
- 13.69%
$94.43 - $105.47 $72.3K - $80.8K
4.83K $490K
DGRO
Ishares Core Dividend Growth E

ETFs
-15
- 0.12%
$60.73 - $64.94 $911 - $974
12.1K $740K
TJX
Tjx Companies Inc

Consumer Cyclical
-280
- 4.33%
$112.15 - $127.2 $31.4K - $35.6K
6.19K $747K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-425
- 6.91%
$129.96 - $144.97 $55.2K - $61.6K
5.73K $798K
VUG
Vanguard Growth ETF

ETFs
-18
- 1.62%
$378.79 - $428.11 $6.82K - $7.71K
1.1K $449K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-38
- 1.83%
$370.24 - $418.94 $14.1K - $15.9K
2.04K $818K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-3.58K
- 19.18%
$138.3 - $192.95 $496K - $692K
15.1K $2.67M
AXP
American Express CO

Financial Services
-877
- 4.47%
$267.35 - $305.57 $234K - $268K
18.8K $5.57M
JPM
Jpmorgan Chase & CO

Financial Services
-78
- 0.63%
$205.18 - $250.29 $16K - $19.5K
12.3K $2.95M
TSLA
Tesla, Inc.

Consumer Cyclical
-10
- 0.37%
$213.65 - $479.86 $2.14K - $4.8K
2.72K $1.1M
PAYO
Payoneer Global Inc.

Technology
-36.5K
- 11.03%
$7.59 - $11.05 $277K - $403K
295K $2.96M
XLF
Financial Sector Spdr

ETFs
-3.16K
- 1.48%
$44.89 - $51.34 $142K - $162K
210K $10.2M
AVGO
Broadcom Inc.

Technology
-4.25K
- 14.32%
$159.67 - $250.0 $678K - $1.06M
25.4K $5.89M
PLTR
Palantir Technologies Inc.

Technology
-10.6K
- 12.53%
$36.46 - $82.38 $388K - $877K
74.4K $5.62M
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
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