Insight Wealth Strategies, LLC Purchases in Q4 2024

Insight Wealth Strategies, LLC

  • $740 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
696K
New
$20.98 - $21.19 $14.6M - $14.7M
696K $14.7M
XLY
Select Sector Spdr Consumer Di

ETFs
48.9K
New
$194.8 - $239.43 $9.53M - $11.7M
48.9K $11M
ICVT
Ishares Tr Convertible Bond Et

ETFs
127K
New
$83.09 - $89.28 $10.6M - $11.4M
127K $10.8M
FDN
First Tr Fd Dow Jones

ETFs
34.7K
New
$210.5 - $257.24 $7.31M - $8.93M
34.7K $8.45M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
57.7K
New
$109.14 - $121.63 $6.29M - $7.02M
57.7K $6.34M
ADP
Automatic Data Processing Inc

Industrials
16K
New
$280.08 - $307.97 $4.48M - $4.93M
16K $4.68M
LNG
Cheniere Energy, Inc.

Energy
20.7K
New
$181.07 - $225.92 $3.75M - $4.68M
20.7K $4.45M
JEF
Jefferies Financial Group Inc.

Financial Services
55.9K
New
$61.95 - $81.75 $3.47M - $4.57M
55.9K $4.39M
FTI
Technip Fmc PLC

Energy
141K
New
$25.16 - $31.95 $3.55M - $4.51M
141K $4.09M
SQ
Block, Inc.

Technology
46.1K
New
$65.06 - $98.92 $3M - $4.56M
46.1K $3.92M
BAH
Booz Allen Hamilton Holding Corp

Industrials
26.9K
New
$128.36 - $186.0 $3.45M - $5M
26.9K $3.46M
IDXX
Idexx Laboratories Inc

Healthcare
7.04K
+ 230.47%
$406.92 - $495.42 $2.87M - $3.49M
10.1K $4.17M
FTNT
Fortinet, Inc.

Technology
18.9K
+ 79.32%
$76.49 - $99.21 $1.45M - $1.88M
42.7K $4.04M
GOOGL
Alphabet Inc.

Communication Services
8.47K
+ 36.52%
$161.86 - $196.66 $1.37M - $1.67M
31.7K $5.99M
ABC
Amerisourcebergen Corp

Healthcare
11.2K
+ 124.56%
N/A
20.2K $3.75M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.04K
+ 45.11%
$567.81 - $607.81 $1.16M - $1.24M
6.56K $3.84M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
16.4K
+ 36.04%
$62.09 - $82.32 $1.02M - $1.35M
62K $4.14M
ACGL
Arch Capital Group Ltd.

Financial Services
17.4K
+ 68.24%
$88.71 - $114.86 $1.55M - $2M
43K $3.97M
MCK
Mckesson Corp

Healthcare
831
+ 10.95%
$482.27 - $628.5 $401K - $522K
8.42K $4.8M
MBB
Ishares Tr

ETFs
23.4K
+ 8.68%
$91.26 - $95.82 $2.14M - $2.24M
293K $26.9M
AMZN
Amazon Com Inc

Consumer Cyclical
265
+ 0.96%
$180.88 - $232.93 $47.9K - $61.7K
27.8K $6.1M
PCAR
Paccar Inc

Industrials
6.94K
+ 21.6%
$97.92 - $118.41 $679K - $821K
39K $4.06M
RGA
Reinsurance Group Of America Inc

Financial Services
3.87K
+ 23.78%
$201.26 - $231.95 $779K - $898K
20.2K $4.31M
LRCX
Lam Research Corp

Technology
95.4K
+ 1153.97%
$70.05 - $814.09 $6.69M - $77.7M
104K $7.49M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
17.1K
+ 2.29%
N/A
763K $24.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.1K
+ 3.85%
$50.62 - $50.97 $563K - $567K
300K $15.2M
NVDA
Nvidia Corp

Technology
659
+ 2.0%
$117.0 - $148.88 $77.1K - $98.1K
33.6K $4.51M
FLS
Flowserve Corp

Industrials
1.05K
+ 1.58%
$51.87 - $62.0 $54.5K - $65.2K
67.7K $3.9M
LVHI
Franklin International Low Vol

ETFs
21.4K
+ 3.65%
$29.98 - $31.57 $641K - $675K
607K $18.5M
FTHI
First Trust Exchange Traded Fd

ETFs
13.1K
New
$22.89 - $24.02 $301K - $316K
13.1K $305K
AVUV
American Centy ETF Tr Avantis

ETFs
2.29K
+ 1.91%
$94.37 - $106.41 $216K - $244K
122K $11.8M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.58K
+ 2.53%
$125.5 - $148.67 $198K - $235K
63.9K $8.46M
HYMU
Blackrock ETF Tr Ii High Yield
11K
New
$22.59 - $23.2 $250K - $256K
11K $250K
MLI
Mueller Industries Inc

Industrials
685
+ 1.88%
$71.2 - $95.34 $48.8K - $65.3K
37.2K $2.95M
VMO
Invesco Municipal Opportunity Trust

Financial Services
25.4K
New
$9.47 - $10.33 $240K - $262K
25.4K $246K
HON
Honeywell International Inc

Industrials
303
+ 3.41%
$202.84 - $236.0 $61.5K - $71.5K
9.18K $2.07M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.28K
+ 2.42%
$126.68 - $134.74 $289K - $308K
96.5K $12.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
514
+ 108.9%
$442.29 - $483.08 $227K - $248K
986 $446K
GWW
W.W. Grainger, Inc.

Industrials
152
+ 3.64%
$1023.06 - $1220.93 $156K - $186K
4.33K $4.56M
MSFT
Microsoft Corp

Technology
752
+ 6.37%
$406.35 - $454.46 $306K - $342K
12.6K $5.29M
CAH
Cardinal Health Inc

Healthcare
313
+ 1.61%
$107.89 - $125.33 $33.8K - $39.2K
19.8K $2.34M
HSY
Hershey CO

Consumer Defensive
3.84K
+ 18.55%
$168.67 - $193.65 $648K - $744K
24.5K $4.16M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.94K
+ 13.7%
$45.85 - $49.28 $181K - $194K
32.7K $1.53M
TXN
Texas Instruments Inc

Technology
850
+ 7.54%
N/A
12.1K $2.36M
XLP
Consumer Staples Sector Spdr

ETFs
1.91K
+ 2.37%
N/A
82.4K $6.27M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
12.8K
New
$11.1 - $12.03 $142K - $154K
12.8K $144K
RELL
Richardson Electronics, Ltd.

Technology
10K
New
$12.06 - $14.81 $121K - $148K
10K $140K
NFLX
Netflix Inc

Communication Services
12
+ 1.86%
$687.65 - $936.56 $8.25K - $11.2K
656 $584K
BLBD
Blue Bird Corp

Consumer Cyclical
14.2K
+ 31.34%
$36.37 - $46.1 $517K - $656K
59.6K $2.3M
Activity Summary
Buys All Purchases 105 New Holdings 20 Increased Positions 85 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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