Insight Wealth Strategies, LLC Closed Holding Positions

Insight Wealth Strategies, LLC

  • $749 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2022 Filed on Jan 06, 2023
18,059
$67.55 - $94.42 $1.22M - $1.71M
DRI
Darden Restaurants Inc

Consumer Cyclical
Q4 2022 Filed on Jan 06, 2023
14,033
$125.41 - $148.39 $1.76M - $2.08M
VLUE
Ishares Msci Usa Value Factor

ETFs
Q4 2022 Filed on Jan 06, 2023
2,627
$82.98 - $97.89 $218K - $257K
QCOM
Qualcomm Inc

Technology
Q4 2022 Filed on Jan 06, 2023
11,443
$103.88 - $126.81 $1.19M - $1.45M
MA
Mastercard Inc

Financial Services
Q4 2022 Filed on Jan 06, 2023
4,655
$286.05 - $361.17 $1.33M - $1.68M
RH
Rh

Consumer Cyclical
Q4 2022 Filed on Jan 06, 2023
3,378
$231.64 - $296.1 $782K - $1M
WDFC
Wd 40 CO

Basic Materials
Q4 2022 Filed on Jan 06, 2023
1,306
$148.38 - $186.39 $194K - $243K
RIO
Rio Tinto PLC

Basic Materials
Q4 2022 Filed on Jan 06, 2023
21,142
$52.78 - $72.49 $1.12M - $1.53M
FE
Firstenergy Corp

Utilities
Q4 2022 Filed on Jan 06, 2023
34,572
$36.08 - $42.35 $1.25M - $1.46M
PGR
Progressive Corp

Financial Services
Q4 2022 Filed on Jan 06, 2023
14,306
$115.89 - $132.48 $1.66M - $1.9M
SONO
Sonos Inc

Technology
Q4 2022 Filed on Jan 06, 2023
29,391
$13.96 - $18.2 $410K - $535K
R1 Rcm Inc
Q4 2022 Filed on Jan 06, 2023
90,494
N/A
MLM
Martin Marietta Materials Inc

Basic Materials
Q4 2022 Filed on Jan 06, 2023
2,593
$298.83 - $369.47 $775K - $958K
HUBS
Hubspot Inc

Technology
Q4 2022 Filed on Jan 06, 2023
3,359
$252.15 - $313.48 $847K - $1.05M
SYF
Synchrony Financial

Financial Services
Q4 2022 Filed on Jan 06, 2023
43,029
$29.86 - $40.23 $1.28M - $1.73M
XPEL
Xpel, Inc.

Consumer Cyclical
Q4 2022 Filed on Jan 06, 2023
4,370
$57.7 - $70.0 $252K - $306K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q4 2022 Filed on Jan 06, 2023
21,544
$81.45 - $119.0 $1.75M - $2.56M
DHI
Horton D R Inc

Consumer Cyclical
Q4 2022 Filed on Jan 06, 2023
19,523
$67.14 - $90.45 $1.31M - $1.77M
WDAY
Workday, Inc.

Technology
Q4 2022 Filed on Jan 06, 2023
3,137
$131.47 - $179.29 $412K - $562K
IVAC
Intevac Inc

Industrials
Q4 2022 Filed on Jan 06, 2023
20,000
$4.3 - $6.47 $86K - $129K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q2 2022 Filed on Jul 01, 2022
6,116
$101.11 - $126.58 $618K - $774K
QLYS
Qualys, Inc.

Technology
Q2 2022 Filed on Jul 01, 2022
16,240
$112.45 - $149.65 $1.83M - $2.43M
IWP
Ishares Russell Mid Cap Growth

ETFs
Q2 2022 Filed on Jul 01, 2022
2,451
$75.41 - $102.47 $185K - $251K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q2 2022 Filed on Jul 01, 2022
1,333
$130.84 - $158.96 $174K - $212K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2022 Filed on Jul 01, 2022
3,370
$219.07 - $270.08 $738K - $910K
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q2 2022 Filed on Jul 01, 2022
26,406
$26.0 - $33.6 $687K - $887K
ALGN
Align Technology Inc

Healthcare
Q2 2022 Filed on Jul 01, 2022
1,308
$229.82 - $446.41 $301K - $584K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q2 2022 Filed on Jul 01, 2022
1,358
$226.79 - $290.36 $308K - $394K
PHG
Koninklijke Philips Nv

Healthcare
Q2 2022 Filed on Jul 01, 2022
43,956
$20.44 - $31.35 $898K - $1.38M
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q2 2022 Filed on Jul 01, 2022
10,103
$61.85 - $78.06 $625K - $789K
CF
Cf Industries Holdings, Inc.

Basic Materials
Q2 2022 Filed on Jul 01, 2022
17,696
$80.6 - $110.03 $1.43M - $1.95M
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2022 Filed on Jul 01, 2022
4,683
$40.38 - $48.66 $189K - $228K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Jul 01, 2022
11,288
$93.29 - $138.58 $1.05M - $1.56M
ADBE
Adobe Inc.

Technology
Q2 2022 Filed on Jul 01, 2022
4,421
$360.79 - $468.81 $1.6M - $2.07M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
Q2 2022 Filed on Jul 01, 2022
26,187
$16.92 - $37.19 $443K - $974K
AMRC
Ameresco, Inc.

Industrials
Q2 2022 Filed on Jul 01, 2022
18,569
$43.09 - $81.13 $800K - $1.51M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2022 Filed on Jul 01, 2022
3,317
$54.29 - $67.38 $180K - $223K
JNJ
Johnson & Johnson

Healthcare
Q1 2022 Filed on Apr 12, 2022
13,713
$158.14 - $179.59 $2.17M - $2.46M
C
Citigroup Inc

Financial Services
Q1 2022 Filed on Apr 12, 2022
13,200
$53.4 - $67.84 $705K - $895K
MTCH
Match Group, Inc.

Communication Services
Q1 2022 Filed on Apr 12, 2022
5,091
$85.06 - $134.23 $433K - $683K
EA
Electronic Arts Inc.

Communication Services
Q1 2022 Filed on Apr 12, 2022
7,256
$119.13 - $139.01 $864K - $1.01M
NEE
Nextera Energy Inc

Utilities
Q1 2022 Filed on Apr 12, 2022
30,611
$72.32 - $91.66 $2.21M - $2.81M
LMT
Lockheed Martin Corp

Industrials
Q1 2022 Filed on Apr 12, 2022
6,312
$354.36 - $466.15 $2.24M - $2.94M
IEFA
Ishares Tr

ETFs
Q1 2022 Filed on Apr 12, 2022
2,959
$63.26 - $75.48 $187K - $223K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q1 2022 Filed on Apr 12, 2022
8,135
$24.8 - $27.06 $202K - $220K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q1 2022 Filed on Apr 12, 2022
2,418
$77.44 - $89.29 $187K - $216K
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2022 Filed on Apr 12, 2022
1,042
$163.19 - $210.31 $170K - $219K
IAC
Iac/Inter Active Corp

Communication Services
Q1 2022 Filed on Apr 12, 2022
3,305
$94.6 - $138.43 $313K - $458K
CMI
Cummins Inc

Industrials
Q1 2022 Filed on Apr 12, 2022
5,119
$189.6 - $237.54 $971K - $1.22M
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