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.
Stock Holdings Table
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