Insight Wealth Strategies, LLC Portfolio Holdings

Insight Wealth Strategies, LLC

  • $749 Million
  • Q3 2024

Insight Wealth Strategies, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $749 Million distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Min Vol Facto with a value of $31M, Ishares Iboxx $ Investment Gra with a value of $29.8M, Chevron Corp with a value of $29.4M, Vanguard Whitehall Fds Intl Di with a value of $27.1M, and Ishares Msci Usa Quality Facto with a value of $26.9M.

Examining the 13F form we can see an increase of $49.5M in the current position value, from $699M to 749M.

Insight Wealth Strategies, LLC is based out at San Ramon, CA

Below you can find more details about Insight Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $749 Million
ETFs: $482 Million
Technology: $71 Million
Energy: $36.6 Million
Financial Services: $36.2 Million
Industrials: $34.3 Million
Healthcare: $25.6 Million
Consumer Cyclical: $23.7 Million
Consumer Defensive: $20.9 Million
Other: $18.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$287B
$29.4 Million 3.93% of portfolio
199,923
Q3 2024 Added 0.54%
$3.92T
$13.5 Million 1.8% of portfolio
57,954
Q3 2024 Reduced 1.44%
$9.85B
$6.75 Million 0.9% of portfolio
8,270
Q3 2024 Added 3.16%
$38.7B
$6.43 Million 0.86% of portfolio
82,426
Q3 2024 Added 3.64%
$123B
$5.66 Million 0.76% of portfolio
41,974
Q3 2024 Added 57.2%
$223B
$5.32 Million 0.71% of portfolio
19,636
Q3 2024 Added 0.97%
$77.1B
$5.15 Million 0.69% of portfolio
11,456
Q3 2024 Reduced 0.39%
$2.24T
$5.13 Million 0.69% of portfolio
27,546
Q3 2024 Added 1.28%
$94B
$5.12 Million 0.68% of portfolio
29,675
Q3 2024 Added 904.91%
$3.12T
$5.08 Million 0.68% of portfolio
11,807
Q3 2024 Added 0.69%
$86.7B
$4.82 Million 0.64% of portfolio
10,167
Q3 2024 Added 0.39%
$88.1B
$4.77 Million 0.64% of portfolio
12,493
Q3 2024 Added 0.48%
$398B
$4.7 Million 0.63% of portfolio
11,594
Q3 2024 Added 2.18%
$18.6B
$4.42 Million 0.59% of portfolio
21,486
Q3 2024 Added 308.48%
$53.3B
$4.34 Million 0.58% of portfolio
4,176
Q3 2024 Added 4.04%
$85.6B
$4.34 Million 0.58% of portfolio
2,115
Q3 2024 Reduced 8.12%
$22.5B
$4.23 Million 0.56% of portfolio
9,872
Q3 2024 New
$139B
$4.1 Million 0.55% of portfolio
12,733
Q3 2024 Added 2.79%
$345B
$4 Million 0.53% of portfolio
32,943
Q3 2024 Reduced 1.14%
$17B
$3.99 Million 0.53% of portfolio
11,573
Q3 2024 Added 65.59%
$23.5B
$3.96 Million 0.53% of portfolio
17,497
Q3 2024 Added 3.19%
$24.9B
$3.97 Million 0.53% of portfolio
20,704
Q3 2024 Added 94.04%
$29.1B
$3.79 Million 0.51% of portfolio
50,183
Q3 2024 New
$1.13T
$3.85 Million 0.51% of portfolio
23,189
Q3 2024 Added 1.69%
$81.9B
$3.75 Million 0.5% of portfolio
7,589
Q3 2024 Added 4.7%
$472B
$3.74 Million 0.5% of portfolio
6,392
Q3 2024 Added 0.79%
$220B
$3.65 Million 0.49% of portfolio
10,338
Q3 2024 Added 35.33%
$14.3B
$3.55 Million 0.47% of portfolio
16,285
Q3 2024 New
$7.52B
$3.45 Million 0.46% of portfolio
66,693
Q3 2024 New
$36.2B
$3.17 Million 0.42% of portfolio
32,105
Q3 2024 Added 73.22%
$149B
$3.16 Million 0.42% of portfolio
85,001
Q3 2024 Reduced 12.23%
$9.61B
$2.95 Million 0.39% of portfolio
45,538
Q3 2024 Added 6.49%
$34.1B
$2.86 Million 0.38% of portfolio
25,538
Q3 2024 Added 1.71%
$28.8B
$2.8 Million 0.37% of portfolio
26,999
Q3 2024 Reduced 3.21%
$86.2B
$2.8 Million 0.37% of portfolio
6,885
Q3 2024 Reduced 1.63%
$63.1B
$2.71 Million 0.36% of portfolio
17,404
Q3 2024 Added 4.07%
$7.15B
$2.67 Million 0.36% of portfolio
39,977
Q3 2024 Reduced 11.97%
$4.51B
$2.7 Million 0.36% of portfolio
36,499
Q3 2024 Reduced 14.75%
$49.1B
$2.61 Million 0.35% of portfolio
31,201
Q3 2024 Added 1.3%
$16B
$2.61 Million 0.35% of portfolio
18,686
Q3 2024 Added 0.67%
$704B
$2.61 Million 0.35% of portfolio
12,404
Q3 2024 Added 1.36%
$83.2B
$2.55 Million 0.34% of portfolio
15,885
Q3 2024 Added 0.88%
$84.3B
$2.52 Million 0.34% of portfolio
10,840
Q3 2024 Added 1.82%
$59.7B
$2.58 Million 0.34% of portfolio
9,164
Q3 2024 Added 0.58%
$3.48B
$2.49 Million 0.33% of portfolio
331,167
Q3 2024 Reduced 8.79%
$190B
$2.44 Million 0.33% of portfolio
6,249
Q3 2024 Added 2.04%
$11.2B
$2.48 Million 0.33% of portfolio
70,052
Q3 2024 Added 1.66%
$25.2B
$2.43 Million 0.32% of portfolio
19,660
Q3 2024 Reduced 1.14%
$448B
$2.39 Million 0.32% of portfolio
14,042
Q3 2024 Added 0.04%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $749 Million
  • Prior Value $699 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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