Insight Wealth Strategies, LLC Portfolio Holdings

Insight Wealth Strategies, LLC

  • $740 Million
  • Q4 2024

Insight Wealth Strategies, LLC has filed its 13F form on January 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $740 Million distributed in 152 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 $30.5M, Chevron Corp with a value of $29.1M, Ishares Iboxx $ Investment Gra with a value of $28.1M, Ishares Tr with a value of $26.9M, and Ishares Msci Usa Quality Facto with a value of $26.4M.

Examining the 13F form we can see an decrease of $8.33M in the current position value, from $749M to 740M.

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 $740 Million
ETFs: $469 Million
Technology: $75.4 Million
Energy: $42.8 Million
Industrials: $41.1 Million
Financial Services: $39.4 Million
Healthcare: $22.3 Million
Consumer Defensive: $15.4 Million
Consumer Cyclical: $14.9 Million
Other: $20 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$297B
$29.1 Million 3.93% of portfolio
201,015
Q4 2024 Added 0.55%
$3.75T
$9.51 Million 1.29% of portfolio
37,991
Q4 2024 Reduced 34.45%
$11.3B
$7.49 Million 1.01% of portfolio
103,703
Q4 2024 Added 1,153.97%
$2.43T
$6.1 Million 0.82% of portfolio
27,811
Q4 2024 Added 0.96%
$1.14T
$5.99 Million 0.81% of portfolio
31,658
Q4 2024 Added 36.52%
$93.7B
$5.89 Million 0.8% of portfolio
25,427
Q4 2024 Reduced 14.32%
$219B
$5.62 Million 0.76% of portfolio
74,353
Q4 2024 Reduced 12.53%
$239B
$5.57 Million 0.75% of portfolio
18,759
Q4 2024 Reduced 4.47%
$3.1T
$5.29 Million 0.72% of portfolio
12,559
Q4 2024 Added 6.37%
$86.2B
$4.8 Million 0.65% of portfolio
8,420
Q4 2024 Added 10.95%
$80.5B
$4.65 Million 0.63% of portfolio
10,064
Q4 2024 Reduced 12.15%
$128B
$4.68 Million 0.63% of portfolio
15,997
Q4 2024 New
$92.1B
$4.69 Million 0.63% of portfolio
9,905
Q4 2024 Reduced 2.58%
$36.1B
$4.6 Million 0.62% of portfolio
60,103
Q4 2024 Reduced 27.08%
$52.8B
$4.56 Million 0.62% of portfolio
4,328
Q4 2024 Added 3.64%
$321B
$4.51 Million 0.61% of portfolio
33,602
Q4 2024 Added 2.0%
$54.6B
$4.45 Million 0.6% of portfolio
20,732
Q4 2024 New
$17.5B
$4.39 Million 0.59% of portfolio
55,943
Q4 2024 New
$15.4B
$4.31 Million 0.58% of portfolio
20,158
Q4 2024 Added 23.78%
$21.2B
$4.27 Million 0.58% of portfolio
10,202
Q4 2024 Added 3.34%
$94.6B
$4.24 Million 0.57% of portfolio
12,468
Q4 2024 Reduced 0.2%
$8.55B
$4.14 Million 0.56% of portfolio
61,950
Q4 2024 Added 36.04%
$38.3B
$4.17 Million 0.56% of portfolio
10,096
Q4 2024 Added 230.47%
$22.4B
$4.16 Million 0.56% of portfolio
24,545
Q4 2024 Added 18.55%
$82.6B
$4.04 Million 0.55% of portfolio
42,741
Q4 2024 Added 79.32%
$13.9B
$4.09 Million 0.55% of portfolio
141,264
Q4 2024 New
$37.4B
$4.06 Million 0.55% of portfolio
39,041
Q4 2024 Added 21.6%
$34.7B
$3.97 Million 0.54% of portfolio
42,965
Q4 2024 Added 68.24%
$20.7B
$3.93 Million 0.53% of portfolio
21,502
Q4 2024 Added 0.07%
$8.26B
$3.9 Million 0.53% of portfolio
67,744
Q4 2024 Added 1.58%
$45.6B
$3.92 Million 0.53% of portfolio
46,089
Q4 2024 New
$159B
$3.8 Million 0.51% of portfolio
14,596
Q4 2024 Added 14.63%
$38.4B
$3.75 Million 0.51% of portfolio
20,249
Q4 2024 Added 124.56%
$244B
$3.73 Million 0.5% of portfolio
10,598
Q4 2024 Added 2.51%
$31.8B
$3.71 Million 0.5% of portfolio
51,815
Q4 2024 Added 3.25%
$108B
$3.62 Million 0.49% of portfolio
5,745
Q4 2024 Added 5.45%
$19.9B
$3.54 Million 0.48% of portfolio
41,054
Q4 2024 New
$17.1B
$3.46 Million 0.47% of portfolio
26,903
Q4 2024 New
$27B
$3.44 Million 0.46% of portfolio
19,772
Q4 2024 Added 13.0%
$496B
$3.13 Million 0.42% of portfolio
6,195
Q4 2024 Reduced 3.08%
$4.45B
$2.95 Million 0.4% of portfolio
37,184
Q4 2024 Added 1.88%
$812B
$2.95 Million 0.4% of portfolio
12,326
Q4 2024 Reduced 0.63%
$3.82B
$2.96 Million 0.4% of portfolio
294,652
Q4 2024 Reduced 11.03%
$30.4B
$2.68 Million 0.36% of portfolio
26,223
Q4 2024 Reduced 2.87%
$20.7B
$2.67 Million 0.36% of portfolio
15,102
Q4 2024 Reduced 19.18%
$1.18T
$2.45 Million 0.33% of portfolio
12,869
Q3 2024 Added 155.44%
$11.4B
$2.42 Million 0.33% of portfolio
66,796
Q4 2024 Reduced 4.65%
$33.3B
$2.34 Million 0.32% of portfolio
19,796
Q4 2024 Added 1.61%
$50.4B
$2.35 Million 0.32% of portfolio
29,146
Q4 2024 Reduced 6.59%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $740 Million
  • Prior Value $749 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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