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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31 Million 4.14% of portfolio
339,326
Q3 2024 Added 10.21%
$0
$29.8 Million 3.97% of portfolio
263,337
Q3 2024 Reduced 0.59%
$0
$27.1 Million 3.63% of portfolio
307,404
Q3 2024 Reduced 0.32%
$0
$26.9 Million 3.6% of portfolio
150,242
Q3 2024 Added 0.13%
$0
$25.8 Million 3.45% of portfolio
269,706
Q3 2024 Added 565.37%
$0
$25.1 Million 3.35% of portfolio
308,745
Q3 2024 Added 44.46%
$0
$24.7 Million 3.3% of portfolio
251,539
Q3 2024 Added 34.93%
$0
$24.7 Million 3.3% of portfolio
251,914
Q3 2024 Added 17.68%
$0
$23.5 Million 3.14% of portfolio
746,251
Q3 2024 Added 0.88%
$0
$22.8 Million 3.04% of portfolio
685,279
Q3 2024 Reduced 29.58%
$0
$18.2 Million 2.43% of portfolio
585,938
Q3 2024 Added 33.83%
$0
$14.7 Million 1.96% of portfolio
288,707
Q3 2024 Reduced 13.72%
$0
$12.6 Million 1.69% of portfolio
151,717
Q3 2024 Added 45.54%
$0
$12.4 Million 1.66% of portfolio
106,325
Q3 2024 Added 1.18%
$0
$12.1 Million 1.61% of portfolio
94,229
Q3 2024 New
$0
$11.7 Million 1.57% of portfolio
86,630
Q3 2024 Added 0.9%
$0
$10.8 Million 1.44% of portfolio
424,029
Q3 2024 Reduced 46.09%
$0
$9.67 Million 1.29% of portfolio
213,333
Q3 2024 Added 1.55%
$0
$9.19 Million 1.23% of portfolio
83,175
Q3 2024 Reduced 33.15%
$0
$8.86 Million 1.18% of portfolio
57,495
Q3 2024 New
$0
$8.2 Million 1.1% of portfolio
62,326
Q3 2024 Added 11.52%
$0
$6.73 Million 0.9% of portfolio
94,013
Q3 2024 Added 0.67%
$0
$6.12 Million 0.82% of portfolio
80,501
Q3 2024 New
$0
$5.69 Million 0.76% of portfolio
204,453
Q3 2024 Added 3.39%
$0
$5.5 Million 0.73% of portfolio
99,983
Q3 2024 Reduced 0.17%
$0
$5.33 Million 0.71% of portfolio
110,976
Q3 2024 Added 58.76%
$0
$4.8 Million 0.64% of portfolio
90,497
Q3 2024 Added 10.09%
$0
$4.2 Million 0.56% of portfolio
38,639
Q3 2024 Added 11.38%
$0
$4.15 Million 0.55% of portfolio
81,258
Q3 2024 Added 12.1%
$0
$3.91 Million 0.52% of portfolio
76,523
Q3 2024 Added 13.19%
$0
$3.6 Million 0.48% of portfolio
71,190
Q3 2024 Reduced 68.65%
$0
$3.55 Million 0.47% of portfolio
37,981
Q3 2024 Added 0.26%
$0
$3.41 Million 0.46% of portfolio
34,908
Q3 2024 Added 0.75%
$0
$2.59 Million 0.35% of portfolio
4,520
Q3 2024 Added 2.61%
$0
$2.32 Million 0.31% of portfolio
4,759
Q2 2024 Reduced 2.88%
$0
$1.97 Million 0.26% of portfolio
37,903
Q3 2024 Added 7.43%
$0
$1.35 Million 0.18% of portfolio
28,791
Q3 2024 Reduced 1.49%
$0
$1.25 Million 0.17% of portfolio
6,141
Q3 2024 Reduced 95.45%
$0
$1.27 Million 0.17% of portfolio
2,404
Q3 2024 Reduced 4.94%
$0
$966,000 0.13% of portfolio
1,676
Q3 2024 Reduced 1.35%
$0
$876,000 0.12% of portfolio
11,444
Q3 2024 Added 1.11%
$0
$811,000 0.11% of portfolio
6,152
Q3 2024 Added 4.47%
$0
$778,000 0.1% of portfolio
2,075
Q3 2024 Reduced 28.28%
$0
$757,000 0.1% of portfolio
12,089
Q3 2024 Reduced 0.17%
$0
$664,000 0.09% of portfolio
3,649
Q3 2024 Added 0.39%
$0
$680,000 0.09% of portfolio
14,550
Q3 2024 Reduced 2.33%
$0
$535,000 0.07% of portfolio
5,595
Q3 2024 Added 3.23%
$0
$515,000 0.07% of portfolio
6,160
Q3 2024 Reduced 4.23%
$0
$556,000 0.07% of portfolio
948
Q2 2024 New

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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