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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$163B
$247,000 0.03% of portfolio
915
Q3 2024 Added 0.44%
$0
$212,000 0.03% of portfolio
1,118
Q3 2024 New
$194B
$202,000 0.03% of portfolio
1,076
Q3 2024 New
$0
$254,000 0.03% of portfolio
5,155
Q3 2024 Reduced 51.94%
$0
$205,000 0.03% of portfolio
1,972
Q3 2024 Reduced 11.29%
$0
$200,000 0.03% of portfolio
2,370
Q3 2024 New
Smurfit Westrock PLC
-
$0 0.0% of portfolio
-
Q3 2024 New
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2024 Added 1.94%
Ferguson Enterprises Inc
-
$0 0.0% of portfolio
-
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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