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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.4B
$2.34 Million 0.31% of portfolio
11,249
Q3 2024 Added 2.11%
$145B
$2.26 Million 0.3% of portfolio
9,172
Q3 2024 Added 2.78%
$17.3B
$2.19 Million 0.29% of portfolio
18,301
Q3 2024 Added 4.59%
$177B
$2.19 Million 0.29% of portfolio
11,266
Q3 2024 Added 1.78%
$31.1B
$2.15 Million 0.29% of portfolio
19,483
Q3 2024 Added 1.91%
$1.16B
$2.18 Million 0.29% of portfolio
45,385
Q3 2024 New
$1.06T
$2.15 Million 0.29% of portfolio
12,869
Q3 2024 Added 155.44%
$229B
$2.07 Million 0.28% of portfolio
25,573
Q3 2024 Reduced 0.53%
$9.23B
$1.96 Million 0.26% of portfolio
14,298
Q3 2024 Added 1.31%
$5.33B
$1.93 Million 0.26% of portfolio
48,283
Q3 2024 Added 3.84%
$74.3B
$1.85 Million 0.25% of portfolio
23,835
Q3 2024 Added 5.18%
$154B
$1.83 Million 0.24% of portfolio
8,877
Q3 2024 Added 2.53%
$37.5B
$1.77 Million 0.24% of portfolio
15,088
Q3 2024 Added 1.22%
$497B
$1.76 Million 0.24% of portfolio
15,049
Q3 2024 Reduced 1.65%
$38.4B
$1.67 Million 0.22% of portfolio
9,017
Q3 2024 Added 2.29%
$35B
$1.54 Million 0.21% of portfolio
3,055
Q3 2024 Added 3.63%
$96.2B
$1.6 Million 0.21% of portfolio
3,083
Q3 2024 Added 2.05%
$3.2B
$984,000 0.13% of portfolio
27,799
Q3 2024 Added 2.21%
$139B
$760,000 0.1% of portfolio
6,467
Q3 2024 Reduced 76.58%
$1.01T
$714,000 0.1% of portfolio
2,730
Q3 2024 Reduced 2.67%
$424B
$690,000 0.09% of portfolio
1
Q1 2024 New
$219B
$632,000 0.08% of portfolio
3,722
Q3 2024 New
$1.25T
$601,000 0.08% of portfolio
1,050
Q3 2024 Added 0.1%
$3.65B
$511,000 0.07% of portfolio
9,174
Q3 2024 Added 23.22%
$506B
$497,000 0.07% of portfolio
1,808
Q3 2024 Added 0.17%
$30.9B
$414,000 0.06% of portfolio
4,305
Q3 2024 Added 0.89%
$367B
$456,000 0.06% of portfolio
644
Q2 2024 Added 16.67%
$44.4B
$361,000 0.05% of portfolio
2,442
Q3 2023 New
$21.9B
$285,000 0.04% of portfolio
1,749
Q3 2024 Added 0.23%
$0
$272,000 0.04% of portfolio
20,776
Q3 2024 Added 1.41%
$7.89B
$303,000 0.04% of portfolio
906
Q1 2024 New
$0
$263,000 0.04% of portfolio
38,394
Q3 2024 Added 0.55%
$5.3B
$267,000 0.04% of portfolio
1,338
Q3 2024 New
$375B
$309,000 0.04% of portfolio
7,792
Q3 2024 New
$612B
$217,000 0.03% of portfolio
472
Q3 2024 New
$267B
$201,000 0.03% of portfolio
2,798
Q3 2024 New
$167B
$247,000 0.03% of portfolio
915
Q3 2024 Added 0.44%
$193B
$202,000 0.03% of portfolio
1,076
Q3 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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