Insight Wealth Strategies, LLC Purchases in Q3 2024

Insight Wealth Strategies, LLC

  • $749 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBKR
Interactive Brokers Group, Inc.

Financial Services
125
+ 0.67%
$108.65 - $139.41 $13.6K - $17.4K
18.7K $2.61M
ACGL
Arch Capital Group Ltd.

Financial Services
430
+ 1.71%
$94.47 - $114.25 $40.6K - $49.1K
25.5K $2.86M
BAC
Bank Of America Corp

Financial Services
7.79K
New
$36.65 - $44.13 $286K - $344K
7.79K $309K
FIS
Fidelity National Information Services, Inc.

Technology
399
+ 1.3%
$72.8 - $85.04 $29K - $33.9K
31.2K $2.61M
JBL
Jabil Inc

Technology
803
+ 4.59%
$97.55 - $126.65 $78.3K - $102K
18.3K $2.19M
HIG
Hartford Financial Services Group, Inc.

Financial Services
182
+ 1.22%
$98.71 - $117.61 $18K - $21.4K
15.1K $1.77M
CAH
Cardinal Health Inc

Healthcare
365
+ 1.91%
$93.74 - $114.66 $34.2K - $41.9K
19.5K $2.15M
IESC
Ies Holdings, Inc.

Industrials
1.34K
New
$134.29 - $199.7 $180K - $267K
1.34K $267K
UNP
Union Pacific Corp

Industrials
248
+ 2.78%
$221.78 - $256.09 $55K - $63.5K
9.17K $2.26M
TGT
Target Corp

Consumer Defensive
681
+ 4.07%
$133.47 - $159.25 $90.9K - $108K
17.4K $2.71M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
472
New
$405.19 - $478.57 $191K - $226K
472 $217K
AJG
Arthur J. Gallagher & Co.

Financial Services
53
+ 0.58%
$259.22 - $299.75 $13.7K - $15.9K
9.16K $2.58M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.12K
New
$173.36 - $189.8 $194K - $212K
1.12K $212K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
6.5K
+ 0.88%
N/A
746K $23.5M
EMB
Ishares Tr

ETFs
100
+ 0.26%
$87.75 - $93.74 $8.78K - $9.37K
38K $3.55M
GE
General Electric CO

Industrials
1.08K
New
$156.66 - $189.66 $169K - $204K
1.08K $202K
KO
Coca Cola CO

Consumer Defensive
2.8K
New
$62.69 - $73.01 $175K - $204K
2.8K $201K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.37K
New
$77.02 - $85.06 $183K - $202K
2.37K $200K
SPY
Spdr S&P 500 ETF Trust

ETFs
115
+ 2.61%
$517.38 - $573.86 $59.5K - $66K
4.52K $2.59M
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.62K
+ 7.43%
$51.0 - $52.05 $134K - $136K
37.9K $1.97M
CDW
Cdw Corp

Technology
541
+ 3.19%
$206.67 - $239.84 $112K - $130K
17.5K $3.96M
JNK
Spdr Bloomberg High Yield Bond

ETFs
261
+ 0.75%
$93.65 - $97.81 $24.4K - $25.5K
34.9K $3.41M
JPM
Jpmorgan Chase & CO

Financial Services
166
+ 1.36%
$194.9 - $224.8 $32.4K - $37.3K
12.4K $2.61M
IDXX
Idexx Laboratories Inc

Healthcare
107
+ 3.63%
$455.08 - $517.19 $48.7K - $55.3K
3.06K $1.54M
WEC
Wec Energy Group, Inc.

Utilities
38
+ 0.89%
$77.68 - $96.19 $2.95K - $3.66K
4.31K $414K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.1%
$453.41 - $572.44 $453 - $572
1.05K $601K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
270
+ 4.25%
$69.31 - $77.34 $18.7K - $20.9K
6.62K $507K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
6.44K
+ 11.52%
$126.87 - $148.36 $817K - $955K
62.3K $8.2M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
263
+ 4.47%
$116.79 - $133.54 $30.7K - $35.1K
6.15K $811K
CWB
Spdr Bloomberg Convertible Sec

ETFs
126
+ 1.11%
$71.19 - $76.59 $8.97K - $9.65K
11.4K $876K
DVY
Ishares Tr

ETFs
25
+ 0.76%
$119.99 - $135.74 $3K - $3.39K
3.33K $449K
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.44%
$213.3 - $270.78 $853 - $1.08K
915 $247K
TXN
Texas Instruments Inc

Technology
197
+ 1.78%
$194.6 - $194.6 $38.3K - $38.3K
11.3K $2.19M
ABC
Amerisourcebergen Corp

Healthcare
202
+ 2.29%
N/A
9.02K $1.67M
IVW
Ishares S&P 500 Growth ETF

ETFs
175
+ 3.23%
$84.77 - $97.13 $14.8K - $17K
5.6K $535K
IQLT
Ishares Msci Intl Quality Fact

ETFs
426
+ 6.42%
$37.37 - $41.82 $15.9K - $17.8K
7.06K $292K
LDOS
Leidos Holdings, Inc.

Technology
4
+ 0.23%
$142.66 - $163.02 $571 - $652
1.75K $285K
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 0.33%
$200.87 - $224.6 $1K - $1.12K
1.52K $335K
V
Visa Inc.

Financial Services
3
+ 0.17%
$253.74 - $291.56 $761 - $875
1.81K $497K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
289
+ 1.41%
$12.23 - $13.11 $3.53K - $3.79K
20.8K $272K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
211
+ 0.55%
$6.24 - $6.87 $1.32K - $1.45K
38.4K $263K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
12
+ 0.23%
$56.29 - $62.74 $675 - $753
5.19K $325K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
104
+ 0.59%
$25.38 - $26.27 $2.64K - $2.73K
17.8K $468K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.13%
$255.18 - $283.2 $255 - $283
776 $219K
SPYG
Spdr Portfolio

ETFs
6
+ 0.17%
$73.38 - $84.1 $440 - $505
3.58K $296K
DSI
Ishares Msci Kld 400 Social Et

ETFs
4
+ 0.2%
$97.81 - $108.79 $391 - $435
2.01K $218K
VIG
Vanguard Dividend Appreciation

ETFs
14
+ 0.39%
$182.15 - $182.15 $2.55K - $2.55K
3.65K $664K
Linde PLC
75
+ 1.94%
N/A
3.94K $0
Ferguson Enterprises Inc
10.3K
New
N/A
10.3K $0
Activity Summary
Buys All Purchases 116 New Holdings 18 Increased Positions 98 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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