Insight Wealth Strategies, LLC Portfolio Holdings

Insight Wealth Strategies, LLC

  • $676 Million
  • Q1 2024

Insight Wealth Strategies, LLC has filed its 13F form on April 05, 2024 for Q1 2024 where it was disclosed a total value porftolio of $676 Million distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trust Ishares Pfd And with a value of $30.9M, Chevron Corp with a value of $29.4M, Ishares Iboxx $ Investment Gra with a value of $27.9M, Ishares Msci Usa Momentum Fact with a value of $25M, and Ishares Msci Usa Min Vol Facto with a value of $24.7M.

Examining the 13F form we can see an increase of $60.1M in the current position value, from $616M to 676M.

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 $676 Million
ETFs: $438 Million
Technology: $74.9 Million
Energy: $38.3 Million
Financial Services: $29.4 Million
Industrials: $27.9 Million
Consumer Defensive: $21.8 Million
Healthcare: $18.6 Million
Consumer Cyclical: $16.1 Million
Other: $11.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.9 Million 4.58% of portfolio
960,018
Q1 2024 Added 1.2%
$306B
$29.4 Million 4.35% of portfolio
186,676
Q1 2024 Added 1.22%
$0
$27.9 Million 4.12% of portfolio
255,776
Q1 2024 Added 22.53%
$0
$25 Million 3.7% of portfolio
133,485
Q1 2024 Reduced 9.06%
$0
$24.7 Million 3.65% of portfolio
295,494
Q1 2024 Added 0.52%
$0
$24.1 Million 3.57% of portfolio
146,795
Q1 2024 Added 11.75%
$0
$23.7 Million 3.51% of portfolio
291,170
Q1 2024 Reduced 0.2%
$0
$22.4 Million 3.31% of portfolio
709,845
Q1 2024 Added 0.36%
$0
$20 Million 2.95% of portfolio
782,055
Q1 2024 Reduced 11.07%
$0
$19.6 Million 2.89% of portfolio
206,884
Q1 2024 Added 4.17%
$0
$17 Million 2.51% of portfolio
179,502
Q1 2024 Reduced 12.95%
$0
$16.3 Million 2.41% of portfolio
208,447
Q1 2024 Added 396.82%
$0
$15.2 Million 2.25% of portfolio
195,367
Q1 2024 Added 2.28%
$0
$13.3 Million 1.97% of portfolio
262,800
Q1 2024 Added 38.1%
$0
$13.1 Million 1.94% of portfolio
122,270
Q1 2024 Added 1.97%
$0
$12.7 Million 1.87% of portfolio
425,272
Q1 2024 New
$0
$10.9 Million 1.6% of portfolio
115,827
Q1 2024 Reduced 0.89%
$3.38T
$10.3 Million 1.53% of portfolio
60,185
Q1 2024 Added 43.43%
$0
$8.77 Million 1.3% of portfolio
168,446
Q1 2024 Reduced 49.29%
$0
$8.64 Million 1.28% of portfolio
55,741
Q1 2024 Added 16.35%
$0
$8.29 Million 1.23% of portfolio
56,098
Q1 2024 New
$0
$8.13 Million 1.2% of portfolio
99,362
Q1 2024 Added 30.21%
$145B
$7.68 Million 1.14% of portfolio
7,907
Q1 2024 Reduced 10.72%
$0
$6.66 Million 0.98% of portfolio
81,581
Q1 2024 Reduced 49.43%
$0
$6.32 Million 0.93% of portfolio
50,187
Q1 2024 New
$0
$6.22 Million 0.92% of portfolio
87,209
Q1 2024 New
$36.2B
$6.06 Million 0.9% of portfolio
74,668
Q1 2024 New
$0
$5.57 Million 0.82% of portfolio
97,740
Q1 2024 Reduced 0.71%
$0
$5.31 Million 0.78% of portfolio
196,450
Q1 2024 Reduced 1.11%
$1.97T
$4.9 Million 0.72% of portfolio
27,147
Q1 2024 Reduced 5.35%
$3.33T
$4.9 Million 0.72% of portfolio
11,642
Q1 2024 Reduced 12.74%
$173B
$4.34 Million 0.64% of portfolio
19,047
Q1 2024 Added 72.43%
$12.1B
$4.04 Million 0.6% of portfolio
37,917
Q1 2024 New
$77.3B
$3.96 Million 0.59% of portfolio
11,406
Q1 2024 New
$352B
$3.99 Million 0.59% of portfolio
10,391
Q1 2024 Added 72.35%
$0
$4.01 Million 0.59% of portfolio
76,797
Q1 2024 Added 4.83%
$30.3B
$3.94 Million 0.58% of portfolio
15,403
Q1 2024 New
$64.4B
$3.95 Million 0.58% of portfolio
11,124
Q1 2024 New
$650B
$3.92 Million 0.58% of portfolio
2,954
Q1 2024 Added 0.07%
$77.1B
$3.77 Million 0.56% of portfolio
9,595
Q1 2024 New
$308B
$3.79 Million 0.56% of portfolio
4,198
Q1 2024 Reduced 22.19%
$45.6B
$3.69 Million 0.55% of portfolio
3,627
Q1 2024 New
$1.09T
$3.56 Million 0.53% of portfolio
23,615
Q1 2024 Added 9.86%
$117B
$3.46 Million 0.51% of portfolio
4,946
Q1 2024 New
$0
$3.43 Million 0.51% of portfolio
31,831
Q1 2024 Added 5.13%
$0
$3.41 Million 0.5% of portfolio
38,021
Q1 2024 Added 2.0%
$0
$3.41 Million 0.5% of portfolio
36,891
Q1 2024 Added 5.62%
$0
$3.4 Million 0.5% of portfolio
66,621
Q1 2024 Added 5.4%
$0
$3.29 Million 0.49% of portfolio
34,597
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $676 Million
  • Prior Value $616 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 05, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 32 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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