Insight Wealth Strategies, LLC Portfolio Holdings

Insight Wealth Strategies, LLC

  • $699 Million
  • Q2 2024

Insight Wealth Strategies, LLC has filed its 13F form on July 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $699 Million distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Chevron Corp with a value of $31.1M, Ishares Trust Ishares Pfd And with a value of $30.7M, Ishares Iboxx $ Investment Gra with a value of $28.4M, Ishares Msci Usa Momentum Fact with a value of $26.3M, and Ishares Msci Usa Min Vol Facto with a value of $25.9M.

Examining the 13F form we can see an increase of $22.8M in the current position value, from $676M to 699M.

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 $699 Million
ETFs: $449 Million
Technology: $76.1 Million
Energy: $38.7 Million
Industrials: $31.5 Million
Financial Services: $28.3 Million
Healthcare: $22.7 Million
Consumer Cyclical: $22.3 Million
Consumer Defensive: $18.6 Million
Other: $12.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$285B
$31.1 Million 4.45% of portfolio
198,850
Q2 2024 Added 6.52%
$3.66T
$12.4 Million 1.77% of portfolio
58,801
Q2 2024 Reduced 2.3%
$113B
$8.54 Million 1.22% of portfolio
8,017
Q2 2024 Added 1.39%
$39.4B
$5.68 Million 0.81% of portfolio
79,534
Q2 2024 Added 6.52%
$1.92T
$5.26 Million 0.75% of portfolio
27,199
Q2 2024 Added 0.19%
$3.19T
$5.24 Million 0.75% of portfolio
11,726
Q2 2024 Added 0.72%
$69.9B
$4.74 Million 0.68% of portfolio
2,953
Q2 2024 Reduced 0.03%
$203B
$4.5 Million 0.64% of portfolio
19,447
Q2 2024 Added 2.1%
$111B
$4.38 Million 0.63% of portfolio
5,312
Q2 2024 Added 7.4%
$74.5B
$4.44 Million 0.63% of portfolio
11,501
Q2 2024 Added 3.39%
$70.2B
$4.23 Million 0.61% of portfolio
7,248
Q2 2024 Added 79.1%
$86.7B
$4.26 Million 0.61% of portfolio
10,127
Q2 2024 Added 5.54%
$979B
$4.15 Million 0.59% of portfolio
22,804
Q2 2024 Reduced 3.43%
$302B
$4.12 Million 0.59% of portfolio
33,323
Q2 2024 Added 693.78%
$409B
$3.91 Million 0.56% of portfolio
11,347
Q2 2024 Added 9.2%
$173B
$3.87 Million 0.55% of portfolio
12,387
Q2 2024 New
$30.6B
$3.8 Million 0.54% of portfolio
16,956
Q2 2024 Added 10.08%
$99.2B
$3.71 Million 0.53% of portfolio
12,433
Q2 2024 Added 9.0%
$20.6B
$3.68 Million 0.53% of portfolio
5,260
Q2 2024 New
$52.3B
$3.62 Million 0.52% of portfolio
4,014
Q2 2024 Added 10.67%
$171B
$3.55 Million 0.51% of portfolio
26,701
Q2 2024 New
$9.61B
$3.6 Million 0.51% of portfolio
42,763
Q2 2024 Added 12.78%
$544B
$3.23 Million 0.46% of portfolio
6,342
Q2 2024 Added 2.64%
$136B
$3.04 Million 0.43% of portfolio
27,619
Q2 2024 Added 3.23%
$26.4B
$2.56 Million 0.37% of portfolio
19,887
Q2 2024 Reduced 8.99%
$41.9B
$2.53 Million 0.36% of portfolio
25,108
Q2 2024 Added 0.18%
$4.26B
$2.53 Million 0.36% of portfolio
92,906
Q2 2024 Reduced 0.74%
$29B
$2.49 Million 0.36% of portfolio
27,893
Q2 2024 Added 1.17%
$8.61B
$2.52 Million 0.36% of portfolio
45,414
Q2 2024 Reduced 3.17%
$4.1B
$2.44 Million 0.35% of portfolio
42,815
Q2 2024 Added 0.02%
$617B
$2.48 Million 0.35% of portfolio
12,238
Q2 2024 Added 1.71%
$72.3B
$2.45 Million 0.35% of portfolio
96,846
Q2 2024 Added 2.08%
$25.9B
$2.45 Million 0.35% of portfolio
115,853
Q2 2024 Reduced 6.32%
$71.4B
$2.48 Million 0.35% of portfolio
16,723
Q2 2024 Reduced 2.22%
$58.8B
$2.36 Million 0.34% of portfolio
9,111
Q2 2024 Added 3.71%
$84.3B
$2.35 Million 0.34% of portfolio
11,017
Q2 2024 Added 1.58%
$2.89B
$2.27 Million 0.33% of portfolio
31,618
Q2 2024 Added 1.98%
$220B
$2.32 Million 0.33% of portfolio
7,639
Q2 2024 Added 38.29%
$12.5B
$2.28 Million 0.33% of portfolio
18,561
Q2 2024 Reduced 0.03%
$50.5B
$2.32 Million 0.33% of portfolio
30,802
Q2 2024 Added 2.11%
$116B
$2.25 Million 0.32% of portfolio
6,999
Q2 2024 Added 1.55%
$88.6B
$2.16 Million 0.31% of portfolio
15,746
Q2 2024 Added 3.14%
$177B
$2.15 Million 0.31% of portfolio
11,069
Q2 2024 Added 2.42%
$20B
$2.08 Million 0.3% of portfolio
6,989
Q2 2024 Added 42.98%
$32.2B
$2.07 Million 0.3% of portfolio
30,180
Q2 2024 Added 8.03%
$107B
$2.07 Million 0.3% of portfolio
10,646
Q2 2024 Added 7.29%
$10.9B
$2.13 Million 0.3% of portfolio
68,907
Q2 2024 Added 2.22%
$126B
$2.07 Million 0.3% of portfolio
5,542
Q2 2024 Added 4.35%
$0
$2.03 Million 0.29% of portfolio
40,414
Q2 2024 Reduced 1.9%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $699 Million
  • Prior Value $676 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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