Insight Wealth Strategies, LLC Closed Holding Positions

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
ADSK Autodesk, Inc. Technology	Q2 2021 Filed on Aug 12, 2021	7,972	$269.54 - $300.16 $2.15M - $2.39M
ADP Automatic Data Processing Inc Industrials	Q2 2021 Filed on Aug 12, 2021	8,230	$185.81 - $200.06 $1.53M - $1.65M
BDX Becton Dickinson & CO Healthcare	Q2 2021 Filed on Aug 12, 2021	832	$232.65 - $254.58 $194K - $212K
PM Philip Morris International Inc. Consumer Defensive	Q2 2021 Filed on Aug 12, 2021	2,507	$88.06 - $100.5 $221K - $252K
DUK Duke Energy Corp Utilities	Q2 2021 Filed on Aug 12, 2021	2,887	$96.28 - $103.74 $278K - $299K
KMB Kimberly Clark Corp Consumer Defensive	Q2 2021 Filed on Aug 12, 2021	1,442	$128.69 - $142.39 $186K - $205K
PLD Prologis, Inc. Real Estate	Q2 2021 Filed on Aug 12, 2021	4,291	$108.37 - $126.28 $465K - $542K
SON Sonoco Products CO Consumer Cyclical	Q2 2021 Filed on Aug 12, 2021	4,483	$63.78 - $69.28 $286K - $311K
PNW Pinnacle West Capital Corp Utilities	Q2 2021 Filed on Aug 12, 2021	2,955	$81.05 - $88.12 $240K - $260K
D Dominion Energy, Inc Utilities	Q2 2021 Filed on Aug 12, 2021	4,559	$73.51 - $80.37 $335K - $366K
COST Costco Wholesale Corp Consumer Defensive	Q2 2021 Filed on Aug 12, 2021	831	$354.94 - $398.79 $295K - $331K
VCIT Vanguard Intermediate Term Cor ETFs	Q2 2021 Filed on Aug 12, 2021	2,429	$92.83 - $95.07 $225K - $231K
XEL Xcel Energy Inc Utilities	Q2 2021 Filed on Aug 12, 2021	3,967	$65.71 - $72.59 $261K - $288K
PAYX Paychex Inc Industrials	Q2 2021 Filed on Aug 12, 2021	5,291	$94.81 - $107.54 $502K - $569K
Iac Interactivecorp New	Q2 2021 Filed on Aug 12, 2021	2,811	N/A
BCE Bce Inc Communication Services	Q2 2021 Filed on Aug 12, 2021	5,511	$45.6 - $50.78 $251K - $280K
NNN National Retail Properties, Inc. Real Estate	Q2 2021 Filed on Aug 12, 2021	6,637	$44.58 - $50.0 $296K - $332K
MAA Mid America Apartment Communities Inc. Real Estate	Q2 2021 Filed on Aug 12, 2021	2,736	$146.42 - $171.59 $401K - $469K
SO Southern CO Utilities	Q2 2021 Filed on Aug 12, 2021	3,844	$60.46 - $66.42 $232K - $255K
AEP American Electric Power CO Inc Utilities	Q2 2021 Filed on Aug 12, 2021	3,485	$82.35 - $90.14 $287K - $314K
ASML Asml Holding Nv Technology	Q2 2021 Filed on Aug 12, 2021	936	$601.88 - $709.33 $563K - $664K
ICSH Blackrock Ultra Short Term Bon ETFs	Q2 2021 Filed on Aug 12, 2021	7,761	$50.49 - $50.53 $392K - $392K
TT Trane Technologies PLC Industrials	Q2 2021 Filed on Aug 12, 2021	1,469	$165.44 - $187.54 $243K - $275K
BMY Bristol Myers Squibb CO Healthcare	Q2 2021 Filed on Aug 12, 2021	6,620	$61.91 - $67.42 $410K - $446K
AWK American Water Works Company, Inc. Utilities	Q2 2021 Filed on Aug 12, 2021	1,648	$149.59 - $162.2 $247K - $267K
CINF Cincinnati Financial Corp Financial Services	Q2 2021 Filed on Aug 12, 2021	2,943	$104.14 - $124.22 $306K - $366K
UL Unilever PLC Consumer Defensive	Q2 2021 Filed on Aug 12, 2021	5,973	$55.86 - $61.05 $334K - $365K
TNA Direxion Daily Small Cap Bull ETFs	Q2 2021 Filed on Aug 12, 2021	2,272	$77.87 - $102.51 $177K - $233K
TMO Thermo Fisher Scientific Inc. Healthcare	Q2 2021 Filed on Aug 12, 2021	616	$441.0 - $508.24 $272K - $313K
ROP Roper Technologies Inc Industrials	Q2 2021 Filed on Aug 12, 2021	605	$410.35 - $470.2 $248K - $284K
VZ Verizon Communications Inc Communication Services	Q2 2021 Filed on Aug 12, 2021	37,876	$55.82 - $59.52 $2.11M - $2.25M
MO Altria Group, Inc. Consumer Defensive	Q2 2021 Filed on Aug 12, 2021	4,135	$46.31 - $52.31 $191K - $216K
IBM International Business Machines Corp Technology	Q2 2021 Filed on Aug 12, 2021	2,988	$125.41 - $144.63 $375K - $432K
ES Eversource Energy Utilities	Q2 2021 Filed on Aug 12, 2021	2,982	$78.74 - $90.58 $235K - $270K
PGX Invesco ETF Tr Ii Pfd ETF ETFs	Q2 2021 Filed on Aug 12, 2021	26,082	$14.87 - $15.32 $388K - $400K
GIS General Mills Inc Consumer Defensive	Q2 2021 Filed on Aug 12, 2021	5,418	$59.15 - $64.03 $320K - $347K
Blackrock Muniyield Invt Fd	Q2 2021 Filed on Aug 12, 2021	19,690	N/A
IPAC Ishares Tr Ishares Core Msci P ETFs	Q2 2021 Filed on Aug 12, 2021	12,921	$65.17 - $68.78 $842K - $889K
REGN Regeneron Pharmaceuticals, Inc. Healthcare	Q2 2021 Filed on Aug 12, 2021	429	$472.8 - $558.54 $203K - $240K
CCI Crown Castle International Corp Real Estate	Q2 2021 Filed on Aug 12, 2021	2,702	$174.46 - $200.24 $471K - $541K
AGR Avangrid, Inc. Utilities	Q2 2021 Filed on Aug 12, 2021	7,219	$50.01 - $55.23 $361K - $399K
NKE Nike, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 12, 2021	2,010	$127.11 - $155.95 $255K - $313K
T At&T Inc. Communication Services	Q2 2021 Filed on Aug 12, 2021	12,063	$21.64 - $24.65 $261K - $297K
CLX Clorox CO Consumer Defensive	Q2 2021 Filed on Aug 12, 2021	2,557	$172.46 - $195.89 $441K - $501K
DHR Danaher Corp Healthcare	Q2 2021 Filed on Aug 12, 2021	1,026	$225.08 - $271.69 $231K - $279K
ESS Essex Property Trust, Inc. Real Estate	Q2 2021 Filed on Aug 12, 2021	919	$275.8 - $315.4 $253K - $290K
PG Procter & Gamble CO Consumer Defensive	Q2 2021 Filed on Aug 12, 2021	2,764	$131.18 - $138.43 $363K - $383K
SCHI Schwab Strategic Tr 5 10 Yr C ETFs	Q2 2021 Filed on Aug 12, 2021	7,521	$51.28 - $52.56 $386K - $395K
PFE Pfizer Inc Healthcare	Q2 2021 Filed on Aug 12, 2021	8,527	$35.91 - $40.68 $306K - $347K
CL Colgate Palmolive CO Consumer Defensive	Q1 2021 Filed on May 12, 2021	2,686	$74.44 - $84.52 $200K - $227K

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