HoldingsChannel.com
Insight Wealth Strategies LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
CHEVRON CORP NEW 254,420 +38,869 $30,174
     CVX254,420+38,869$30,174
ISHARES TR (MBB) 239,874 +19,493 $25,978
     MBB239,874+19,493$25,978
INVESCO EXCHNG TRADED FD TR (PZA) 933,438 +74,499 $24,773
     PZA933,438+74,499$24,773
ISHARES TR (IVW) 127,993 +19,306 $23,043
     IVW127,993+19,306$23,043
SELECT SECTOR SPDR TR (XLY) 167,955 +15,320 $20,272
     XLY167,955+15,320$20,272
VANGUARD SCOTTSDALE FDS (VCIT) 197,828 +197,828 $18,050
     VCIT197,828+197,828$18,050
ISHARES TR (IWP) 113,431 +10,985 $16,033
     IWP113,431+10,985$16,033
ISHARES TR (DVY) 151,137 +12,651 $15,408
     DVY151,137+12,651$15,408
SPDR SERIES TRUST (CWB) 288,369 +20,595 $15,125
     CWB288,369+20,595$15,125
ISHARES TR (IAGG) 238,367 +238,367 $13,298
     IAGG238,367+238,367$13,298
SCHWAB STRATEGIC TR 230,385 +13,272 $13,026
     SCHM230,385+13,272$13,026
MICROSOFT CORP 73,540 +11,564 $10,224
     MSFT73,540+11,564$10,224
APPLE INC 40,115 +4,325 $8,985
     AAPL40,115+4,325$8,985
ISHARES TR (IJR) 98,391 -2,840 $7,659
     IJR98,391-2,840$7,659
FIRST TR EXCHANGE TRADED FD (FTCS) 121,995 +12,410 $6,927
     FTCS121,995+12,410$6,927
SPDR INDEX SHS FDS (SPEM) 194,870 -516,931 $6,680
     SPEM194,870-516,931$6,680
AMAZON COM INC 3,277 +490 $5,689
     AMZN3,277+490$5,689
ISHARES TR (LQD) 42,995 +23,194 $5,481
     LQD42,995+23,194$5,481
ISHARES TR (IEF) 40,201 +26,737 $4,521
     IEF40,201+26,737$4,521
ISHARES TR (USMV) 70,291 +10,496 $4,506
     USMV70,291+10,496$4,506
VISA INC 22,718 +2,276 $3,908
     V22,718+2,276$3,908
ADOBE INC 13,679 +2,010 $3,779
     ADBE13,679+2,010$3,779
ISHARES TR (TIP) 29,422 +19,300 $3,421
     TIP29,422+19,300$3,421
ABBOTT LABS 35,515 +3,825 $2,972
     ABT35,515+3,825$2,972
REALPAGE INC 45,797 +7,118 $2,879
     RP45,797+7,118$2,879
UNITEDHEALTH GROUP INC 12,737 +44 $2,768
     UNH12,737+44$2,768
LAM RESEARCH CORP 11,814 +1,551 $2,730
     LRCX11,814+1,551$2,730
ISHARES TR (PFF) 69,841 -23,456 $2,621
     PFF69,841-23,456$2,621
FACEBOOK INC 14,046 +1,802 $2,501
     FB14,046+1,802$2,501
BOEING CO 6,404 +898 $2,437
     BA6,404+898$2,437
BURLINGTON STORES INC 11,820 +1,192 $2,362
     BURL11,820+1,192$2,362
SALESFORCE COM INC 15,891 +2,091 $2,359
     CRM15,891+2,091$2,359
ISHARES TR (IGLB) 33,998 +28,827 $2,265
     IGLB33,998+28,827$2,265
O REILLY AUTOMOTIVE INC NEW 5,544 +801 $2,209
     ORLY5,544+801$2,209
ISHARES TR (IGOV) 43,439 +43,439 $2,192
     IGOV43,439+43,439$2,192
ZOETIS INC 17,576 +2,035 $2,190
     ZTS17,576+2,035$2,190
ANTHEM INC 8,271 +960 $1,986
     ANTM8,271+960$1,986
R1 RCM INC 220,515 +34,587 $1,969
     RCM220,515+34,587$1,969
INVESCO EXCHANGE TRADED FD T (PXLG) 34,884 -44,097 $1,968
     PXLG34,884-44,097$1,968
AUTOMATIC DATA PROCESSING IN 11,941 +976 $1,928
     ADP11,941+976$1,928
HUBSPOT INC 12,628 +1,726 $1,915
     HUBS12,628+1,726$1,915
ISHARES TR (FLOT) 37,560 -3,587 $1,914
     FLOT37,560-3,587$1,914
ISHARES TR (SCZ) 33,409 +5,185 $1,912
     SCZ33,409+5,185$1,912
ISHARES TR (IDV) 60,627 +4,800 $1,864
     IDV60,627+4,800$1,864
GLOBAL PMTS INC 11,557 +11,557 $1,838
     GPN11,557+11,557$1,838
PAYPAL HLDGS INC 17,623 +1,842 $1,826
     PYPL17,623+1,842$1,826
ROSS STORES INC 16,441 +2,023 $1,806
     ROST16,441+2,023$1,806
ISHARES TR (DGRO) 45,499 +30,340 $1,781
     DGRO45,499+30,340$1,781
MASTERCARD INC 6,397 +587 $1,737
     MA6,397+587$1,737
S&P GLOBAL INC 6,914 +856 $1,694
     SPGI6,914+856$1,694

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 09/30/2019: $425,776
At 06/30/2019: $409,161

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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