Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (PFF) | 948,596 | +84,208 | $29,587 |
PFF | 948,596 | +84,208 | $29,587 |
CHEVRON CORP NEW | 184,422 | +6,325 | $27,508 |
CVX | 184,422 | +6,325 | $27,508 |
VANGUARD WHITEHALL FDS (VIGI) | 291,743 | -12,858 | $23,147 |
VIGI | 291,743 | -12,858 | $23,147 |
GOLDMAN SACHS ETF TR (GSIE) | 707,275 | -42,291 | $23,100 |
GSIE | 707,275 | -42,291 | $23,100 |
ISHARES TR (LQD) | 208,741 | +16,070 | $23,099 |
LQD | 208,741 | +16,070 | $23,099 |
ISHARES TR (MTUM) | 146,789 | -5,550 | $23,030 |
MTUM | 146,789 | -5,550 | $23,030 |
ISHARES TR (USMV) | 293,965 | -25,057 | $22,938 |
USMV | 293,965 | -25,057 | $22,938 |
VANECK ETF TRUST (FLTR) | 879,389 | +101,174 | $22,117 |
FLTR | 879,389 | +101,174 | $22,117 |
ISHARES TR (EFAV) | 306,908 | -13,834 | $21,281 |
EFAV | 306,908 | -13,834 | $21,281 |
ISHARES TR (IEF) | 206,214 | +20,136 | $19,877 |
IEF | 206,214 | +20,136 | $19,877 |
ISHARES TR (TLT) | 198,606 | +16,904 | $19,638 |
TLT | 198,606 | +16,904 | $19,638 |
ISHARES TR (QUAL) | 131,362 | -18,052 | $19,329 |
QUAL | 131,362 | -18,052 | $19,329 |
SPDR SER TR (BIL) | 206,696 | +23,200 | $18,890 |
BIL | 206,696 | +23,200 | $18,890 |
SPDR SER TR (KIE) | 332,183 | +332,183 | $15,021 |
KIE | 332,183 | +332,183 | $15,021 |
ISHARES TR (HYG) | 191,007 | +16,761 | $14,782 |
HYG | 191,007 | +16,761 | $14,782 |
ISHARES TR (TIP) | 119,912 | +11,283 | $12,889 |
TIP | 119,912 | +11,283 | $12,889 |
SELECT SECTOR SPDR TR (XLC) | 161,317 | +161,317 | $11,721 |
XLC | 161,317 | +161,317 | $11,721 |
ISHARES TR (IJR) | 100,691 | -2,181 | $10,900 |
IJR | 100,691 | -2,181 | $10,900 |
AMERICAN CENTY ETF TR (AVUV) | 116,866 | -3,758 | $10,495 |
AVUV | 116,866 | -3,758 | $10,495 |
JANUS DETROIT STR TR | 190,290 | +22,789 | $9,572 |
JAAA | 190,290 | +22,789 | $9,572 |
APPLE INC | 41,961 | +4,919 | $8,079 |
AAPL | 41,961 | +4,919 | $8,079 |
LAM RESEARCH CORP | 8,856 | -596 | $6,936 |
LRCX | 8,856 | -596 | $6,936 |
SPDR SER TR (XOP) | 47,906 | +47,906 | $6,559 |
XOP | 47,906 | +47,906 | $6,559 |
ISHARES TR (SHY) | 76,308 | +9,762 | $6,260 |
SHY | 76,308 | +9,762 | $6,260 |
INVESCO EXCHANGE TRADED FD T (XSVM) | 98,443 | -4,421 | $5,333 |
XSVM | 98,443 | -4,421 | $5,333 |
CAMBRIA ETF TR (FYLD) | 198,659 | -2,569 | $5,121 |
FYLD | 198,659 | -2,569 | $5,121 |
MICROSOFT CORP | 13,341 | -1,028 | $5,017 |
MSFT | 13,341 | -1,028 | $5,017 |
AMAZON COM INC | 28,680 | -738 | $4,358 |
AMZN | 28,680 | -738 | $4,358 |
VANECK ETF TRUST (HYD) | 73,259 | +7,485 | $3,782 |
HYD | 73,259 | +7,485 | $3,782 |
INVESCO EXCH TRADED FD TR II (BKLN) | 160,465 | -719 | $3,399 |
BKLN | 160,465 | -719 | $3,399 |
VANGUARD SCOTTSDALE FDS (VCLT) | 41,956 | +362 | $3,363 |
VCLT | 41,956 | +362 | $3,363 |
ISHARES TR (EMB) | 37,276 | -1,164 | $3,320 |
EMB | 37,276 | -1,164 | $3,320 |
BROADCOM INC | 2,952 | -619 | $3,295 |
AVGO | 2,952 | -619 | $3,295 |
ISHARES TR (MBB) | 34,928 | +3,383 | $3,286 |
MBB | 34,928 | +3,383 | $3,286 |
ISHARES TR (MUB) | 30,277 | +2,828 | $3,282 |
MUB | 30,277 | +2,828 | $3,282 |
ISHARES TR (FLOT) | 63,207 | +4,129 | $3,200 |
FLOT | 63,207 | +4,129 | $3,200 |
EQUINIX INC | 3,808 | +115 | $3,067 |
EQIX | 3,808 | +115 | $3,067 |
ALPHABET INC | 21,496 | -135 | $3,003 |
GOOGL | 21,496 | -135 | $3,003 |
VANGUARD MUN BD FDS (VTEB) | 58,388 | +7,150 | $2,981 |
VTEB | 58,388 | +7,150 | $2,981 |
COMCAST CORP NEW | 66,183 | +609 | $2,902 |
CMCSA | 66,183 | +609 | $2,902 |
UNITEDHEALTH GROUP INC | 5,423 | +76 | $2,855 |
UNH | 5,423 | +76 | $2,855 |
NVIDIA CORPORATION | 5,395 | -1,232 | $2,672 |
NVDA | 5,395 | -1,232 | $2,672 |
FISERV INC | 19,391 | +19,391 | $2,576 |
FI | 19,391 | +19,391 | $2,576 |
TARGET CORP | 18,005 | +2,821 | $2,564 |
TGT | 18,005 | +2,821 | $2,564 |
MUELLER INDS INC | 51,275 | +26,160 | $2,418 |
MLI | 51,275 | +26,160 | $2,418 |
JPMORGAN CHASE & CO | 14,040 | -380 | $2,388 |
JPM | 14,040 | -380 | $2,388 |
MERCK & CO INC | 21,281 | +615 | $2,320 |
MRK | 21,281 | +615 | $2,320 |
VERRA MOBILITY CORP | 97,975 | +1,800 | $2,256 |
VRRM | 97,975 | +1,800 | $2,256 |
DOUBLEVERIFY HLDGS INC | 61,073 | +45,214 | $2,246 |
DV | 61,073 | +45,214 | $2,246 |
INTEL CORP | 44,313 | -469 | $2,227 |
INTC | 44,313 | -469 | $2,227 |
See Full List: All Stocks Held By Insight Wealth Strategies LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Insight Wealth Strategies LLC
Size ($ in 1000's)
At 12/31/2023: $618,929 At 09/30/2023: $517,692 Insight Wealth Strategies LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Insight Wealth Strategies LLC 13F filings. Link to 13F filings: SEC filings |