HoldingsChannel.com
Insight Wealth Strategies LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
CHEVRON CORP NEW 215,551 -2,765 $26,823
     CVX215,551-2,765$26,823
SPDR INDEX SHS FDS (SPEM) 711,801 +81,578 $25,475
     SPEM711,801+81,578$25,475
ISHARES TR (MBB) 220,381 +24,188 $23,713
     MBB220,381+24,188$23,713
INVESCO EXCHNG TRADED FD TR (PZA) 858,939 +115,783 $22,444
     PZA858,939+115,783$22,444
GOLDMAN SACHS ETF TR (GBIL) 215,874 +8,904 $21,665
     GBIL215,874+8,904$21,665
ISHARES TR (IVW) 108,687 +17,322 $19,481
     IVW108,687+17,322$19,481
SELECT SECTOR SPDR TR (XLY) 152,635 +152,635 $18,194
     XLY152,635+152,635$18,194
JP MORGAN EXCHANGE TRADED FD (JPST) 291,052 +16,921 $14,666
     JPST291,052+16,921$14,666
ISHARES TR (IWP) 102,446 +102,446 $14,608
     IWP102,446+102,446$14,608
SPDR SERIES TRUST (CWB) 267,774 +229,565 $14,157
     CWB267,774+229,565$14,157
ISHARES TR (DVY) 138,486 +17,864 $13,788
     DVY138,486+17,864$13,788
ISHARES US ETF TR (NEAR) 258,084 -8,147 $12,989
     NEAR258,084-8,147$12,989
SCHWAB STRATEGIC TR 217,113 +119,272 $12,395
     SCHM217,113+119,272$12,395
MICROSOFT CORP 61,976 +11,075 $8,302
     MSFT61,976+11,075$8,302
ISHARES TR (IJR) 101,231 -95,795 $7,924
     IJR101,231-95,795$7,924
APPLE INC 35,790 +6,380 $7,083
     AAPL35,790+6,380$7,083
FIRST TR EXCHANGE TRADED FD (FTCS) 109,585 +109,585 $6,187
     FTCS109,585+109,585$6,187
AMAZON COM INC 2,787 +505 $5,278
     AMZN2,787+505$5,278
INVESCO EXCHANGE TRADED FD T (PXLG) 78,981 -7,758 $4,435
     PXLG78,981-7,758$4,435
ISHARES TR (USMV) 59,795 +13,762 $3,691
     USMV59,795+13,762$3,691
VISA INC 20,442 +3,836 $3,548
     V20,442+3,836$3,548
ADOBE INC 11,669 +2,272 $3,438
     ADBE11,669+2,272$3,438
ISHARES TR (PFF) 93,297 +5,924 $3,438
     PFF93,297+5,924$3,438
UNITEDHEALTH GROUP INC 12,693 +3,017 $3,097
     UNH12,693+3,017$3,097
ABBOTT LABS 31,690 +4,675 $2,665
     ABT31,690+4,675$2,665
ISHARES TR (LQD) 19,801 -4,313 $2,463
     LQD19,801-4,313$2,463
FACEBOOK INC 12,244 +10,835 $2,363
     FB12,244+10,835$2,363
R1 RCM INC 185,928 +8,357 $2,339
     RCM185,928+8,357$2,339
REALPAGE INC 38,679 +1,351 $2,276
     RP38,679+1,351$2,276
ISHARES TR (FLOT) 41,147 -2,699 $2,096
     FLOT41,147-2,699$2,096
SALESFORCE COM INC 13,800 +2,778 $2,094
     CRM13,800+2,778$2,094
ANTHEM INC 7,311 +3,738 $2,063
     ANTM7,311+3,738$2,063
BOEING CO 5,506 +3,241 $2,004
     BA5,506+3,241$2,004
LAM RESEARCH CORP 10,263 +10,263 $1,928
     LRCX10,263+10,263$1,928
AUTODESK INC 11,670 +2,119 $1,901
     ADSK11,670+2,119$1,901
HUBSPOT INC 10,902 +10,902 $1,859
     HUBS10,902+10,902$1,859
AUTOMATIC DATA PROCESSING IN 10,965 +1,718 $1,813
     ADP10,965+1,718$1,813
BURLINGTON STORES INC 10,628 +6,901 $1,808
     BURL10,628+6,901$1,808
PAYPAL HLDGS INC 15,781 +3,787 $1,806
     PYPL15,781+3,787$1,806
LEGG MASON ETF INVT TR (CACG) 56,792 -44,030 $1,800
     CACG56,792-44,030$1,800
ZOETIS INC 15,541 +3,699 $1,764
     ZTS15,541+3,699$1,764
O REILLY AUTOMOTIVE INC NEW 4,743 +994 $1,752
     ORLY4,743+994$1,752
ISHARES TR (IDV) 55,827 +6,550 $1,715
     IDV55,827+6,550$1,715
ISHARES TR (HYG) 19,061 -2,568 $1,662
     HYG19,061-2,568$1,662
ISHARES TR (SCZ) 28,224 -5,867 $1,620
     SCZ28,224-5,867$1,620
WELLCARE HEALTH PLANS INC 5,607 +290 $1,598
     WCG5,607+290$1,598
ISHARES TR (IUSG) 25,010 +425 $1,568
     IUSG25,010+425$1,568
TOTAL SYS SVCS INC 12,197 +3,034 $1,565
     TSS12,197+3,034$1,565
MASTERCARD INC 5,810 +1,082 $1,537
     MA5,810+1,082$1,537
ISHARES TR (HDV) 15,895 +4,153 $1,502
     HDV15,895+4,153$1,502

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 06/30/2019: $409,161
At 03/31/2019: $357,890

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

Insight Wealth Strategies LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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