HoldingsChannel.com
Insight Wealth Strategies LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
CHEVRON CORP NEW 281,381 +26,961 $33,909
     CVX281,381+26,961$33,909
ISHARES TR (MBB) 247,996 +8,122 $26,798
     MBB247,996+8,122$26,798
ISHARES TR (IVW) 130,565 +2,572 $25,283
     IVW130,565+2,572$25,283
INVESCO EXCHNG TRADED FD TR (PZA) 942,747 +9,309 $24,945
     PZA942,747+9,309$24,945
SELECT SECTOR SPDR TR (XLY) 168,265 +310 $21,104
     XLY168,265+310$21,104
SPDR SERIES TRUST (CWB) 349,969 +61,600 $19,423
     CWB349,969+61,600$19,423
VANGUARD SCOTTSDALE FDS (VCIT) 206,634 +8,806 $18,872
     VCIT206,634+8,806$18,872
ISHARES TR (IWP) 113,602 +171 $17,333
     IWP113,602+171$17,333
ISHARES TR (DVY) 151,571 +434 $16,015
     DVY151,571+434$16,015
SCHWAB STRATEGIC TR 233,137 +2,752 $14,023
     SCHM233,137+2,752$14,023
APPLE INC 40,276 +161 $11,827
     AAPL40,276+161$11,827
MICROSOFT CORP 73,218 -322 $11,547
     MSFT73,218-322$11,547
ISHARES TR (IAGG) 206,264 -32,103 $11,301
     IAGG206,264-32,103$11,301
ISHARES TR (IJR) 105,241 +6,850 $8,824
     IJR105,241+6,850$8,824
SPDR INDEX SHS FDS (SPEM) 199,609 +4,739 $7,503
     SPEM199,609+4,739$7,503
FIRST TR EXCHANGE TRADED FD (FTCS) 122,260 +265 $7,380
     FTCS122,260+265$7,380
AMAZON COM INC 3,320 +43 $6,135
     AMZN3,320+43$6,135
ISHARES TR (LQD) 45,499 +2,504 $5,822
     LQD45,499+2,504$5,822
ISHARES TR (PFF) 135,817 +65,976 $5,105
     PFF135,817+65,976$5,105
ISHARES TR (HYG) 50,762 +31,521 $4,464
     HYG50,762+31,521$4,464
ADOBE INC 13,514 -165 $4,457
     ADBE13,514-165$4,457
ISHARES TR (USMV) 67,817 -2,474 $4,449
     USMV67,817-2,474$4,449
VISA INC 22,273 -445 $4,185
     V22,273-445$4,185
UNITEDHEALTH GROUP INC 13,050 +313 $3,836
     UNH13,050+313$3,836
LAM RESEARCH CORP 11,454 -360 $3,349
     LRCX11,454-360$3,349
FACEBOOK INC 14,609 +563 $2,998
     FB14,609+563$2,998
INVESCO EXCHNG TRADED FD TR (BKLN) 119,002 +105,396 $2,716
     BKLN119,002+105,396$2,716
BURLINGTON STORES INC 11,727 -93 $2,674
     BURL11,727-93$2,674
ANTHEM INC 8,819 +548 $2,664
     ANTM8,819+548$2,664
ISHARES TR (SCZ) 42,506 +9,097 $2,647
     SCZ42,506+9,097$2,647
ABBOTT LABS 29,997 -5,518 $2,606
     ABT29,997-5,518$2,606
R1 RCM INC 199,608 -20,907 $2,591
     RCM199,608-20,907$2,591
ISHARES TR (IGLB) 38,416 +4,418 $2,561
     IGLB38,416+4,418$2,561
SALESFORCE COM INC 15,393 -498 $2,504
     CRM15,393-498$2,504
ISHARES TR (IEF) 22,243 -17,958 $2,452
     IEF22,243-17,958$2,452
O REILLY AUTOMOTIVE INC NEW 5,436 -108 $2,382
     ORLY5,436-108$2,382
ZOETIS INC 17,820 +244 $2,359
     ZTS17,820+244$2,359
GLOBAL PMTS INC 11,987 +430 $2,188
     GPN11,987+430$2,188
WELLCARE HEALTH PLANS INC 6,349 -12 $2,097
     WCG6,349-12$2,097
ISHARES TR (DGRO) 49,545 +4,046 $2,084
     DGRO49,545+4,046$2,084
HUBSPOT INC 13,094 +466 $2,075
     HUBS13,094+466$2,075
ISHARES TR (MTUM) 16,342 +9,859 $2,052
     MTUM16,342+9,859$2,052
ROSS STORES INC 17,559 +1,118 $2,044
     ROST17,559+1,118$2,044
ISHARES TR (FLOT) 39,472 +1,912 $2,010
     FLOT39,472+1,912$2,010
PAYPAL HLDGS INC 18,543 +920 $2,006
     PYPL18,543+920$2,006
INVESCO EXCHANGE TRADED FD T (SPGP) 31,620 +31,620 $1,996
     SPGP31,620+31,620$1,996
S&P GLOBAL INC 7,301 +387 $1,994
     SPGI7,301+387$1,994
NVIDIA CORP 8,451 +4,705 $1,988
     NVDA8,451+4,705$1,988
MASTERCARD INC 6,399 +2 $1,911
     MA6,399+2$1,911
AUTODESK INC 10,361 +385 $1,901
     ADSK10,361+385$1,901

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 12/31/2019: $472,283
At 09/30/2019: $425,776

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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