All Stocks Held By Insight Wealth Strategies LLC

As of 03/31/2024, we find all stocks held by Insight Wealth Strategies LLC to be as follows, presented in the table below with each row detailing each Insight Wealth Strategies LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Insight Wealth Strategies LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Insight Wealth Strategies LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
ISHARES TR (PFF)	960,018	+11,422	$30,941
PFF	960,018	+11,422	$30,941
CHEVRON CORP NEW	186,676	+2,254	$29,446
CVX	186,676	+2,254	$29,446
ISHARES TR (LQD)	255,776	+47,035	$27,859
LQD	255,776	+47,035	$27,859
ISHARES TR (MTUM)	133,485	-13,304	$25,008
MTUM	133,485	-13,304	$25,008
ISHARES TR (USMV)	295,494	+1,529	$24,697
USMV	295,494	+1,529	$24,697
GOLDMAN SACHS ETF TR (GSIE)	709,845	+2,570	$24,341
GSIE	709,845	+2,570	$24,341
ISHARES TR (QUAL)	146,795	+15,433	$24,126
QUAL	146,795	+15,433	$24,126
VANGUARD WHITEHALL FDS (VIGI)	291,170	-573	$23,739
VIGI	291,170	-573	$23,739
VANECK ETF TRUST (FLTR)	782,055	-97,334	$19,950
FLTR	782,055	-97,334	$19,950
ISHARES TR (TLT)	206,884	+8,278	$19,575
TLT	206,884	+8,278	$19,575
ISHARES TR (IEF)	179,502	-26,712	$16,992
IEF	179,502	-26,712	$16,992
VANGUARD SCOTTSDALE FDS (VCLT)	208,447	+166,491	$16,307
VCLT	208,447	+166,491	$16,307
ISHARES TR (HYG)	195,367	+4,360	$15,186
HYG	195,367	+4,360	$15,186
JANUS DETROIT STR TR	262,800	+72,510	$13,334
JAAA	262,800	+72,510	$13,334
ISHARES TR (TIP)	122,270	+2,358	$13,133
TIP	122,270	+2,358	$13,133
LEGG MASON ETF INVT (LVHI)	425,272	+425,272	$12,665
LVHI	425,272	+425,272	$12,665
ISHARES TR (IJR)	100,410	-281	$11,097
IJR	100,410	-281	$11,097
AMERICAN CENTY ETF TR (AVUV)	115,827	-1,039	$10,854
AVUV	115,827	-1,039	$10,854
APPLE INC	60,185	+18,224	$10,320
AAPL	60,185	+18,224	$10,320
SPDR SER TR (KIE)	168,446	-163,737	$8,771
KIE	168,446	-163,737	$8,771
SPDR SER TR (XOP)	55,741	+7,835	$8,636
XOP	55,741	+7,835	$8,636
SELECT SECTOR SPDR TR (XLV)	56,098	+56,098	$8,287
XLV	56,098	+56,098	$8,287
ISHARES TR (SHY)	99,362	+23,054	$8,126
SHY	99,362	+23,054	$8,126
LAM RESEARCH CORP	7,907	-949	$7,683
LRCX	7,907	-949	$7,683
SELECT SECTOR SPDR TR (XLC)	81,581	-79,736	$6,662
XLC	81,581	-79,736	$6,662
SELECT SECTOR SPDR TR (XLI)	50,187	+50,187	$6,322
XLI	50,187	+50,187	$6,322
ISHARES INC (EWJ)	87,209	+87,209	$6,222
EWJ	87,209	+87,209	$6,222
SYSCO CORP	74,668	+74,668	$6,062
SYY	74,668	+74,668	$6,062
INVESCO EXCHANGE TRADED FD T (XSVM)	97,740	-703	$5,565
XSVM	97,740	-703	$5,565
CAMBRIA ETF TR (FYLD)	196,450	-2,209	$5,306
FYLD	196,450	-2,209	$5,306
MICROSOFT CORP	11,642	-1,699	$4,898
MSFT	11,642	-1,699	$4,898
AMAZON COM INC	27,147	-1,533	$4,897
AMZN	27,147	-1,533	$4,897
AMERICAN EXPRESS CO	19,047	+8,001	$4,337
AXP	19,047	+8,001	$4,337
LAMB WESTON HLDGS INC	37,917	+37,917	$4,039
LW	37,917	+37,917	$4,039
VANECK ETF TRUST (HYD)	76,797	+3,538	$4,013
HYD	76,797	+3,538	$4,013
HOME DEPOT INC	10,391	+4,362	$3,986
HD	10,391	+4,362	$3,986
SHERWIN WILLIAMS CO	11,406	+11,406	$3,962
SHW	11,406	+11,406	$3,962
MOTOROLA SOLUTIONS INC	11,124	+11,124	$3,949
MSI	11,124	+11,124	$3,949
CDW CORP	15,403	+15,403	$3,940
CDW	15,403	+15,403	$3,940
BROADCOM INC	2,954	+2	$3,916
AVGO	2,954	+2	$3,916
NVIDIA CORPORATION	4,198	-1,197	$3,793
NVDA	4,198	-1,197	$3,793
MOODYS CORP	9,595	+9,595	$3,771
MCO	9,595	+9,595	$3,771
GRAINGER W W INC	3,627	+3,627	$3,690
GWW	3,627	+3,627	$3,690
ALPHABET INC	23,615	+2,119	$3,564
GOOGL	23,615	+2,119	$3,564
KLA CORP	4,946	+4,946	$3,455
KLAC	4,946	+4,946	$3,455
ISHARES TR (MUB)	31,831	+1,554	$3,425
MUB	31,831	+1,554	$3,425
ISHARES TR (EMB)	38,021	+745	$3,409
EMB	38,021	+745	$3,409
ISHARES TR (MBB)	36,891	+1,963	$3,409
MBB	36,891	+1,963	$3,409
ISHARES TR (FLOT)	66,621	+3,414	$3,402
FLOT	66,621	+3,414	$3,402
SPDR SER TR (JNK)	34,597	+34,597	$3,294
JNK	34,597	+34,597	$3,294
ISHARES TR (HYDB)	69,265	+69,265	$3,236
HYDB	69,265	+69,265	$3,236
VANGUARD MUN BD FDS (VTEB)	61,660	+3,272	$3,120
VTEB	61,660	+3,272	$3,120
UNITEDHEALTH GROUP INC	6,179	+756	$3,057
UNH	6,179	+756	$3,057
TARGET CORP	17,103	-902	$3,031
TGT	17,103	-902	$3,031
FISERV INC	17,924	-1,467	$2,865
FI	17,924	-1,467	$2,865
TJX COS INC NEW	26,754	+21,322	$2,713
TJX	26,754	+21,322	$2,713
BROWN & BROWN INC	27,571	+97	$2,414
BRO	27,571	+97	$2,414
JPMORGAN CHASE & CO	12,032	-2,008	$2,410
JPM	12,032	-2,008	$2,410
ATI INC	46,903	-2	$2,400
ATI	46,903	-2	$2,400
VERRA MOBILITY CORP	93,594	-4,381	$2,337
VRRM	93,594	-4,381	$2,337
ARCH CAP GROUP LTD	25,062	-1,396	$2,317
ACGL	25,062	-1,396	$2,317
WASTE MGMT INC DEL	10,846	-1,397	$2,312
WM	10,846	-1,397	$2,312
MUELLER INDS INC	42,805	-8,470	$2,308
MLI	42,805	-8,470	$2,308
HCA HEALTHCARE INC	6,892	-988	$2,299
HCA	6,892	-988	$2,299
NETAPP INC	21,852	-2,905	$2,294
NTAP	21,852	-2,905	$2,294
SPDR S&P 500 ETF TR (SPY)	4,288	+468	$2,243
SPY	4,288	+468	$2,243
UNUM GROUP	41,765	+41,765	$2,241
UNM	41,765	+41,765	$2,241
FIDELITY NATL INFORMATION SV	30,165	+1,322	$2,238
FIS	30,165	+1,322	$2,238
JABIL INC	16,595	+16,595	$2,223
JBL	16,595	+16,595	$2,223
GALLAGHER ARTHUR J & CO	8,785	-1,002	$2,197
AJG	8,785	-1,002	$2,197
HEWLETT PACKARD ENTERPRISE C	123,667	+3,283	$2,193
HPE	123,667	+3,283	$2,193
DIODES INC	31,005	+7,524	$2,186
DIOD	31,005	+7,524	$2,186
PALANTIR TECHNOLOGIES INC	94,877	-5,614	$2,183
PLTR	94,877	-5,614	$2,183
DEERE & CO	5,311	+204	$2,181
DE	5,311	+204	$2,181
DOUBLEVERIFY HLDGS INC	61,883	+810	$2,176
DV	61,883	+810	$2,176
SM ENERGY CO	43,659	-1,167	$2,176
SM	43,659	-1,167	$2,176
INVESCO QQQ TR	4,900	+1,512	$2,175
QQQ	4,900	+1,512	$2,175
MCKESSON CORP	4,047	+130	$2,173
MCK	4,047	+130	$2,173
PACCAR INC	17,271	+17,271	$2,140
PCAR	17,271	+17,271	$2,140
CATERPILLAR INC	5,823	+5,823	$2,134
CAT	5,823	+5,823	$2,134
FERGUSON PLC NEW	9,648	+9,648	$2,107
FERG	9,648	+9,648	$2,107
UNION PAC CORP	8,562	-79	$2,106
UNP	8,562	-79	$2,106
INTERCONTINENTAL EXCHANGE IN (ICE)	15,266	-415	$2,098
ICE	15,266	-415	$2,098
CENCORA INC	8,597	+8,597	$2,089
COR	8,597	+8,597	$2,089
CENTENE CORP DEL	26,497	+569	$2,079
CNC	26,497	+569	$2,079
INTERACTIVE BROKERS GROUP IN	18,567	-2,272	$2,074
IBKR	18,567	-2,272	$2,074
OLD REP INTL CORP	67,412	-1,166	$2,071
ORI	67,412	-1,166	$2,071
ON SEMICONDUCTOR CORP	27,936	+1,344	$2,055
ON	27,936	+1,344	$2,055
CHORD ENERGY CORPORATION	11,491	+231	$2,048
CHRD	11,491	+231	$2,048
WESTROCK CO	41,198	-1,607	$2,037
WRK	41,198	-1,607	$2,037
CARDINAL HEALTH INC	18,065	-1,909	$2,021
CAH	18,065	-1,909	$2,021
MOLINA HEALTHCARE INC	4,888	+4,888	$2,008
MOH	4,888	+4,888	$2,008
AMERICAN TOWER CORP NEW	9,923	+743	$1,961
AMT	9,923	+743	$1,961
HERSHEY CO	10,075	+10,075	$1,960
HSY	10,075	+10,075	$1,960
PERFORMANCE FOOD GROUP CO	25,981	-1,541	$1,939
PFGC	25,981	-1,541	$1,939
ACCENTURE PLC IRELAND	5,524	+5,524	$1,915
ACN	5,524	+5,524	$1,915
TEXAS INSTRS INC	10,807	+210	$1,883
TXN	10,807	+210	$1,883
EXXON MOBIL CORP	15,041	+1,215	$1,748
XOM	15,041	+1,215	$1,748
LINDE PLC	3,742	-519	$1,737
LIN	3,742	-519	$1,737
PAYONEER GLOBAL INC	356,666	+227,604	$1,733
PAYO	356,666	+227,604	$1,733
TRIPADVISOR INC	62,358	-13,012	$1,733
TRIP	62,358	-13,012	$1,733
FIRST TR EXCH TRADED FD III (FMB)	33,445	+1,097	$1,718
FMB	33,445	+1,097	$1,718
ZETA GLOBAL HOLDINGS CORP	156,622	+52,061	$1,712
ZETA	156,622	+52,061	$1,712
ORACLE CORP	13,586	+651	$1,707
ORCL	13,586	+651	$1,707
HONEYWELL INTL INC	8,266	+119	$1,697
HON	8,266	+119	$1,697
DOLLAR GEN CORP NEW	10,664	+2,105	$1,664
DG	10,664	+2,105	$1,664
ADVANCED MICRO DEVICES INC	9,166	-4,731	$1,654
AMD	9,166	-4,731	$1,654
INGREDION INC	13,725	+9,577	$1,604
INGR	13,725	+9,577	$1,604
WALMART INC	25,442	+16,554	$1,531
WMT	25,442	+16,554	$1,531
ELEVANCE HEALTH INC	2,943	-12	$1,526
ELV	2,943	-12	$1,526
HARTFORD FINL SVCS GROUP INC	14,776	-2,420	$1,523
HIG	14,776	-2,420	$1,523
IDEXX LABS INC	2,783	+29	$1,503
IDXX	2,783	+29	$1,503
FORTINET INC	21,880	+332	$1,495
FTNT	21,880	+332	$1,495
TRANSDIGM GROUP INC	1,056	-380	$1,301
TDG	1,056	-380	$1,301
WISDOMTREE TR	28,557	-735	$1,206
NTSX	28,557	-735	$1,206
FLUOR CORP NEW	27,468	+1,427	$1,161
FLR	27,468	+1,427	$1,161
VANGUARD INDEX FDS (VOO)	2,357	+1,156	$1,133
VOO	2,357	+1,156	$1,133
NORTHERN OIL & GAS INC	26,480	+1,114	$1,051
NOG	26,480	+1,114	$1,051
PIONEER NAT RES CO	3,823	+176	$1,004
PXD	3,823	+176	$1,004
ISHARES TR (IWF)	2,577	+1,146	$869
IWF	2,577	+1,146	$869
SPDR SER TR (CWB)	11,455	-149	$837
CWB	11,455	-149	$837
ISHARES TR (IVV)	1,473	+70	$774
IVV	1,473	+70	$774
ALPHABET INC	4,954	+4,954	$754
GOOG	4,954	+4,954	$754
ISHARES TR (DGRO)	12,423	-232	$721
DGRO	12,423	-232	$721
ISHARES TR (IUSG)	5,885	+4	$690
IUSG	5,885	+4	$690
SHIFT4 PMTS INC	9,994	+9,994	$660
FOUR	9,994	+9,994	$660
FIDELITY MERRIMACK STR TR	14,457	+986	$655
FBND	14,457	+986	$655
BERKSHIRE HATHAWAY INC DEL			$634
BRK.A	1	+1	$634
VANGUARD SPECIALIZED FUNDS (VIG)	3,012	+11	$550
VIG	3,012	+11	$550
VALARIS LTD	7,119	+210	$536
VAL	7,119	+210	$536
FIRST TR EXCH TRADED FD III (FMHI)	10,661	+63	$514
FMHI	10,661	+63	$514
VISA INC	1,774	-65	$495
V	1,774	-65	$495
ISHARES TR (EFAV)	6,890	-300,018	$488
EFAV	6,890	-300,018	$488
ISHARES TR (EFA)	6,083	-167	$486
EFA	6,083	-167	$486
TESLA INC	2,701	+23	$475
TSLA	2,701	+23	$475
META PLATFORMS INC	948	-32	$460
META	948	-32	$460
SPDR SER TR (HYMB)	17,609	+70	$452
HYMB	17,609	+70	$452
ISHARES TR (IVW)	5,349	-23	$452
IVW	5,349	-23	$452
STRATEGY SHS	20,128	+263	$427
HNDL	20,128	+263	$427
ISHARES TR (DVY)	3,355	+11	$413
DVY	3,355	+11	$413
VANGUARD INDEX FDS (VUG)	1,137	+18	$391
VUG	1,137	+18	$391
WEC ENERGY GROUP INC	4,223	+33	$347
WEC	4,223	+33	$347
NETFLIX INC	552	-9	$335
NFLX	552	-9	$335
ISHARES TR (IWM)	1,502	+1,502	$316
IWM	1,502	+1,502	$316
BIO RAD LABS INC	906	+906	$313
BIO	906	+906	$313
ISHARES TR (IQLT)	7,398	-5,719	$293
IQLT	7,398	-5,719	$293
BLACKROCK ETF TRUST (LCTU)	5,040	-18	$289
LCTU	5,040	-18	$289
BANK AMERICA CORP	7,546	+7,546	$286
BAC	7,546	+7,546	$286
TARGA RES CORP	2,442	UNCH	$273
TRGP	2,442	UNCH	$273
SPDR SER TR (SPYG)	3,563	+3,563	$261
SPYG	3,563	+3,563	$261
LOWES COS INC	983	-133	$250
LOW	983	-133	$250
INVESCO MUNI INCOME OPP TRST	37,961	+206	$248
OIA	37,961	+206	$248
BLACKROCK MUNIYILD QULT FD I	20,193	+191	$247
MQY	20,193	+191	$247
LEIDOS HOLDINGS INC	1,741	+1,741	$228
LDOS	1,741	+1,741	$228
VANGUARD INDEX FDS (VTI)	847	+1	$220
VTI	847	+1	$220
VANECK ETF TRUST (SMH)	928	+928	$209
SMH	928	+928	$209
SCHWAB STRATEGIC TR	2,223	+2,223	$206
SCHG	2,223	+2,223	$206
CISCO SYS INC	4,021	-37	$201
CSCO	4,021	-37	$201
TELLURIAN INC NEW	10,000	+0	$7
TELL	10,000	UNCH	$7
CENCORA INC			$0 (exited)
ABC	0	-10,315	$0
ALBEMARLE CORP			$0 (exited)
ALB	0	-9,360	$0
ARCH RESOURCES INC			$0 (exited)
ARCH	0	-12,640	$0
SPDR SER TR			$0 (exited)
BIL	0	-206,696	$0
INVESCO EXCH TRADED FD TR II			$0 (exited)
BKLN	0	-160,465	$0
BLOOMIN BRANDS INC			$0 (exited)
BLMN	0	-53,635	$0
CIA ENERGETICA DE MINAS GERA			$0 (exited)
CIG	0	-24,498	$0
COMCAST CORP NEW			$0 (exited)
CMCSA	0	-66,183	$0
COTERRA ENERGY INC			$0 (exited)
CTRA	0	-69,611	$0
CVS HEALTH CORP			$0 (exited)
CVS	0	-22,255	$0
EQUINIX INC			$0 (exited)
EQIX	0	-3,808	$0
GILEAD SCIENCES INC			$0 (exited)
GILD	0	-24,412	$0
GENUINE PARTS CO			$0 (exited)
GPC	0	-11,800	$0
ISHARES INC			$0 (exited)
IEMG	0	-4,034	$0
INTEL CORP			$0 (exited)
INTC	0	-44,313	$0
COCA COLA CO			$0 (exited)
KO	0	-35,069	$0
LANTHEUS HLDGS INC			$0 (exited)
LNTH	0	-18,365	$0
MCDONALDS CORP			$0 (exited)
MCD	0	-7,235	$0
MEDTRONIC PLC			$0 (exited)
MDT	0	-20,295	$0
MERCK & CO INC			$0 (exited)
MRK	0	-21,281	$0
NORTHROP GRUMMAN CORP			$0 (exited)
NOC	0	-2,760	$0
NEW YORK CMNTY BANCORP INC			$0 (exited)
NYCB	0	-133,093	$0
STARBUCKS CORP			$0 (exited)
SBUX	0	-10,858	$0
SPS COMM INC			$0 (exited)
SPSC	0	-9,804	$0
STEM INC			$0 (exited)
STEM	0	-328,364	$0
SELECT SECTOR SPDR TR			$0 (exited)
XLE	0	-3,830	$0
ZIONS BANCORPORATION N A	0	-41,850	$0 (exited)
ZION	0	-41,850	$0

See Summary: Insight Wealth Strategies LLC Top Holdings
See Details: Top 10 Stocks Held By Insight Wealth Strategies LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
LVHI	+425,272	+$12,665
XLV	+56,098	+$8,287
XLI	+50,187	+$6,322
EWJ	+87,209	+$6,222
SYY	+74,668	+$6,062
LW	+37,917	+$4,039
SHW	+11,406	+$3,962
MSI	+11,124	+$3,949
CDW	+15,403	+$3,940
MCO	+9,595	+$3,771

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
BIL	-206,696	-$18,890
BKLN	-160,465	-$3,399
EQIX	-3,808	-$3,067
CMCSA	-66,183	-$2,902
MRK	-21,281	-$2,320
INTC	-44,313	-$2,227
MCD	-7,235	-$2,145
ARCH	-12,640	-$2,097
KO	-35,069	-$2,067
GILD	-24,412	-$1,978

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
PAYO	+227,604	+$1,061
VCLT	+166,491	+$12,944
JAAA	+72,510	+$3,762
ZETA	+52,061	+$790
LQD	+47,035	+$4,760
SHY	+23,054	+$1,866
TJX	+21,322	+$2,203
AAPL	+18,224	+$2,241
WMT	+16,554	+$130
QUAL	+15,433	+$4,797

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
EFAV	-300,018	-$20,793
KIE	-163,737	-$6,250
FLTR	-97,334	-$2,167
XLC	-79,736	-$5,059
IEF	-26,712	-$2,885
MTUM	-13,304	+$1,978
TRIP	-13,012	+$110
MLI	-8,470	-$110
IQLT	-5,719	-$200

Insight Wealth Strategies LLC Info

Size ($ in 1000's)
At 03/31/2024: $681,187
At 12/31/2023: $618,929

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

All Stocks Held By Insight Wealth Strategies LLC | www.HoldingsChannel.com