Insight Wealth Strategies, LLC
CIK:0001749914
Investment Adviser
$849M AUM
171 holdings
San Ramon, CA, USA
Insight Wealth Strategies, LLC is a financial planning firm that provides investment advisory services to individuals and other types of clients. They operate on a fee-only model and pride themselves on being fiduciaries who act in the best interest of their clients.
Top Buys
D
DFIPDIMENSIONAL ETF TRUST+$19.0M
I
IDMOINVESCO EXCH TRADED FD TR II+$16.6M
C
CDXSIMPLIFY EXCHANGE TRADED FUN+$11.8M
X
XLVSELECT SECTOR SPDR TR+$11.7M
I
IEMGISHARES INC+$7.3M
Top Sells
I
ICVTISHARES TR-$21.9M
F
FDNFIRST TR EXCHANGE-TRADED FD-$11.8M
Q
QUALISHARES TR-$7.6M
B
BKLNINVESCO EXCH TRADED FD TR II-$6.6M
H
HEZUISHARES TR-$6.2M
Top Holdings
C
CVXCHEVRON CORP NEW+4.0%$34.0M
V
VCLTVANGUARD SCOTTSDALE FDS+3.6%$30.4M
P
PFFISHARES TR+3.4%$28.5M
T
TLTISHARES TR+3.3%$28.1M
S
SPMOINVESCO EXCH TRADED FD TR II+3.1%$26.6M
Equity Positions (168)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CVX | CHEVRON CORP NEW | 4.00% | $34.0M | 218,809 | $118.89 | $155.29 | +$2.3M |
V VCLT | VANGUARD SCOTTSDALE FDS | 3.58% | $30.4M | 390,926 | $80.56 | $77.65 | +$1.5M |
P PFF | ISHARES TR | 3.36% | $28.5M | 901,080 | $32.51 | $31.62 | +$1.4M |
T TLT | ISHARES TR | 3.31% | $28.1M | 314,160 | $96.46 | $89.37 | +$1.3M |
S SPMO | INVESCO EXCH TRADED FD TR II | 3.13% | $26.6M | 219,768 | $92.53 | $121.06 | +$2.1M |
Industry Allocation
PETROLEUM REFINING
+4.2%
SERVICES-PREPACKAGED SOFTWARE
+3.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.2%
SEMICONDUCTORS & RELATED DEVICES
+1.8%
PHARMACEUTICAL PREPARATIONS
+1.6%