INSIGHT WEALTH STRATEGIES, LLC Holdings

INSIGHT WEALTH STRATEGIES, LLC is an investment fund managing more than 538.37M US dollars. The largest holdings include iShares Preferred and Income Securities ETF, Chevron and ISHARES TR. In Q2 2022 the fund bought assets of total value of -9.55M US dollars and sold assets of total value of 129.67M US dollars.

$538.36M

portfolio value

-12.22%

quarter

-34.10%

1 year

-27.52%

3 years

INSIGHT WEALTH STRATEGIES, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2019	91568000	59944000
Q2 2019	118244000	67194000
Q3 2019	99510000	80698000
Q4 2019	65666000	19472000
Q1 2020	186091000	279895000
Q2 2020	74158000	483000
Q3 2020	122451000	32965000
Q4 2020	59717000	9457000
Q1 2021	183590000	26599000
Q2 2021	22595000	64357000
Q3 2021	29651000	22450000
Q4 2021	58719000	67915000
Q1 2022	32111000	55487000
Q2 2022	-9545000	129673000

INSIGHT WEALTH STRATEGIES, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
iShares Preferred and Income Securities ETF Portfolio share: 5.18% Portfolio value: 27.89M Avg. open price: $35.08 Current price: $32 P/L: -8.78% Bought +13.93% shares Q2 2022	share	5.18%	27.89M	$35.08	$32	-8.78%	Bought +13.93% shares Q2 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 5.08% Portfolio value: 27.35M Avg. open price: $91.73 Current price: $177.54 P/L: +93.55% Sold -9.94% shares Q2 2022	share	5.08%	27.35M	$91.73	$177.54	+93.55%	Sold -9.94% shares Q2 2022
ISHARES TR Portfolio share: 4.89% Portfolio value: 26.30M Avg. open price: N/A Current price: N/A P/L: N/A Sold -5.68% shares Q2 2022	share	4.89%	26.30M	N/A	N/A	N/A	Sold -5.68% shares Q2 2022
SPDR Bloomberg Convertible Securities ETF Portfolio share: 4.74% Portfolio value: 25.49M Avg. open price: $54.93 Current price: $66.5 P/L: +21.07% Bought +15.02% shares Q2 2022	share	4.74%	25.49M	$54.93	$66.5	+21.07%	Bought +15.02% shares Q2 2022
iShares iBoxx $ High Yield Corporate Bond ETF Portfolio share: 4.58% Portfolio value: 24.67M Avg. open price: $79.33 Current price: $74.88 P/L: -5.61% Bought +14.13% shares Q2 2022	share	4.58%	24.67M	$79.33	$74.88	-5.61%	Bought +14.13% shares Q2 2022
iShares iBoxx $ Investment Grade Corporate Bond ETF Portfolio share: 4.51% Portfolio value: 24.30M Avg. open price: $123.57 Current price: $108.28 P/L: -12.38% Bought +2.47% shares Q2 2022	share	4.51%	24.30M	$123.57	$108.28	-12.38%	Bought +2.47% shares Q2 2022
Vanguard International Dividend Appreciation Index Fund Portfolio share: 4.48% Portfolio value: 24.09M Avg. open price: $74.48 Current price: $71.39 P/L: -4.14% Bought +0.01% shares Q2 2022	share	4.48%	24.09M	$74.48	$71.39	-4.14%	Bought +0.01% shares Q2 2022
Goldman Sachs ActiveBeta International Equity ETF Portfolio share: 4.43% Portfolio value: 23.85M Avg. open price: $29.36 Current price: $29.48 P/L: +0.42% Bought +0.41% shares Q2 2022	share	4.43%	23.85M	$29.36	$29.48	+0.42%	Bought +0.41% shares Q2 2022
ISHARES TR Portfolio share: 4.33% Portfolio value: 23.29M Avg. open price: N/A Current price: N/A P/L: N/A Bought +0.31% shares Q2 2022	share	4.33%	23.29M	N/A	N/A	N/A	Bought +0.31% shares Q2 2022
ISHARES TR Portfolio share: 4.26% Portfolio value: 22.91M Avg. open price: N/A Current price: N/A P/L: N/A Sold -3.42% shares Q2 2022	share	4.26%	22.91M	N/A	N/A	N/A	Sold -3.42% shares Q2 2022
ISHARES TR Portfolio share: 4.19% Portfolio value: 22.57M Avg. open price: N/A Current price: N/A P/L: N/A Sold -1.69% shares Q2 2022	share	4.19%	22.57M	N/A	N/A	N/A	Sold -1.69% shares Q2 2022
iShares MBS ETF Portfolio share: 4.03% Portfolio value: 21.70M Avg. open price: $100.33 Current price: $93.98 P/L: -6.33% Bought +1.55% shares Q2 2022	share	4.03%	21.70M	$100.33	$93.98	-6.33%	Bought +1.55% shares Q2 2022
ISHARES TR Portfolio share: 3.62% Portfolio value: 19.51M Avg. open price: N/A Current price: N/A P/L: N/A Sold -1.42% shares Q2 2022	share	3.62%	19.51M	N/A	N/A	N/A	Sold -1.42% shares Q2 2022
iShares TIPS Bond ETF Portfolio share: 3.48% Portfolio value: 18.75M Avg. open price: $115.29 Current price: $108.97 P/L: -5.49% Sold -31.35% shares Q2 2022	share	3.48%	18.75M	$115.29	$108.97	-5.49%	Sold -31.35% shares Q2 2022
Invesco S&P 500 Pure Value ETF Portfolio share: 2.09% Portfolio value: 11.27M Avg. open price: N/A Current price: $81 P/L: N/A Sold -1.63% shares Q2 2022	share	2.09%	11.27M	N/A	$81	N/A	Sold -1.63% shares Q2 2022
iShares Core S&P Small-Cap ETF Portfolio share: 2.05% Portfolio value: 11.02M Avg. open price: $75.98 Current price: $99.38 P/L: +30.80% Sold -6.79% shares Q2 2022	share	2.05%	11.02M	$75.98	$99.38	+30.80%	Sold -6.79% shares Q2 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 2.02% Portfolio value: 10.85M Avg. open price: $173.75 Current price: $249.24 P/L: +43.44% Sold -0.13% shares Q2 2022	share	2.02%	10.85M	$173.75	$249.24	+43.44%	Sold -0.13% shares Q2 2022
iShares 1-3 Year Treasury Bond ETF Portfolio share: 1.84% Portfolio value: 9.88M Avg. open price: $86.08 Current price: $81.26 P/L: -5.60% Sold -0.70% shares Q2 2022	share	1.84%	9.88M	$86.08	$81.26	-5.60%	Sold -0.70% shares Q2 2022
Consumer Electronics Apple Inc. Portfolio share: 1.59% Portfolio value: 8.57M Avg. open price: $62.67 Current price: $146.67 P/L: +134.03% Sold -2.89% shares Q2 2022	share	1.59%	8.57M	$62.67	$146.67	+134.03%	Sold -2.89% shares Q2 2022
Invesco S&P SmallCap Value with Momentum ETF Portfolio share: 0.93% Portfolio value: 4.99M Avg. open price: N/A Current price: $49.33 P/L: N/A Sold -0.18% shares Q2 2022	share	0.93%	4.99M	N/A	$49.33	N/A	Sold -0.18% shares Q2 2022
Invesco Senior Loan ETF Portfolio share: 0.73% Portfolio value: 3.91M Avg. open price: $21.06 Current price: $20.87 P/L: -0.90% Sold -4.56% shares Q2 2022	share	0.73%	3.91M	$21.06	$20.87	-0.90%	Sold -4.56% shares Q2 2022
Semiconductor Equipment & Materials Lam Research Corporation Portfolio share: 0.70% Portfolio value: 3.74M Avg. open price: $402.47 Current price: $451.93 P/L: +12.29% Bought +6.57% shares Q2 2022	share	0.70%	3.74M	$402.47	$451.93	+12.29%	Bought +6.57% shares Q2 2022
VanEck Vectors High Yield Muni ETF Portfolio share: 0.66% Portfolio value: 3.55M Avg. open price: $55.98 Current price: $51.8 P/L: -7.47% Sold -0.39% shares Q2 2022	share	0.66%	3.55M	$55.98	$51.8	-7.47%	Sold -0.39% shares Q2 2022
Vanguard Long-Term Corporate Bond Index Fund Portfolio share: 0.66% Portfolio value: 3.53M Avg. open price: $94.5 Current price: $79.15 P/L: -16.24% Bought +2.67% shares Q2 2022	share	0.66%	3.53M	$94.5	$79.15	-16.24%	Bought +2.67% shares Q2 2022
Credit Services Visa Inc. Portfolio share: 0.63% Portfolio value: 3.36M Avg. open price: $184.43 Current price: $214.54 P/L: +16.33% Sold -4.53% shares Q2 2022	share	0.63%	3.36M	$184.43	$214.54	+16.33%	Sold -4.53% shares Q2 2022
Semiconductors Broadcom Inc. Portfolio share: 0.57% Portfolio value: 3.07M Avg. open price: $371.75 Current price: $530.57 P/L: +42.72% Sold -2.85% shares Q2 2022	share	0.57%	3.07M	$371.75	$530.57	+42.72%	Sold -2.85% shares Q2 2022
iShares National Muni Bond ETF Portfolio share: 0.52% Portfolio value: 2.80M Avg. open price: $110.45 Current price: $106.23 P/L: -3.82% Bought +1.49% shares Q2 2022	share	0.52%	2.80M	$110.45	$106.23	-3.82%	Bought +1.49% shares Q2 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 0.47% Portfolio value: 2.55M Avg. open price: $298.46 Current price: $535.3 P/L: +79.35% Sold -4.32% shares Q2 2022	share	0.47%	2.55M	$298.46	$535.3	+79.35%	Sold -4.32% shares Q2 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.47% Portfolio value: 2.50M Avg. open price: $2,030 Current price: $91.36 P/L: -95.50% Sold -2.71% shares Q2 2022	share	0.47%	2.50M	$2,030	$91.36	-95.50%	Sold -2.71% shares Q2 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.42% Portfolio value: 2.24M Avg. open price: $2,688.55 Current price: $100 P/L: -96.28% Sold -95.00% shares Q3 2022	share	0.42%	2.24M	$2,688.55	$100	-96.28%	Sold -95.00% shares Q3 2022
Drug Manufacturers—Specialty & Generic Zoetis Inc. Portfolio share: 0.41% Portfolio value: 2.23M Avg. open price: $127.65 Current price: $155.19 P/L: +21.57% Sold -3.34% shares Q2 2022	share	0.41%	2.23M	$127.65	$155.19	+21.57%	Sold -3.34% shares Q2 2022
REIT—Specialty Equinix, Inc. Portfolio share: 0.41% Portfolio value: 2.22M Avg. open price: $726.21 Current price: $687.86 P/L: -5.28% Bought +4.53% shares Q2 2022	share	0.41%	2.22M	$726.21	$687.86	-5.28%	Bought +4.53% shares Q2 2022
Healthcare Plans Centene Corporation Portfolio share: 0.41% Portfolio value: 2.18M Avg. open price: $67.35 Current price: $85.81 P/L: +27.40% Sold -15.73% shares Q2 2022	share	0.41%	2.18M	$67.35	$85.81	+27.40%	Sold -15.73% shares Q2 2022
Telecom Services Comcast Corporation Portfolio share: 0.39% Portfolio value: 2.11M Avg. open price: $48.47 Current price: $35.5 P/L: -26.77% Bought +16.29% shares Q2 2022	share	0.39%	2.11M	$48.47	$35.5	-26.77%	Bought +16.29% shares Q2 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.38% Portfolio value: 2.03M Avg. open price: $75.68 Current price: $109.93 P/L: +45.26% Bought +5.54% shares Q2 2022	share	0.38%	2.03M	$75.68	$109.93	+45.26%	Bought +5.54% shares Q2 2022
Specialty Retail O'Reilly Automotive, Inc. Portfolio share: 0.37% Portfolio value: 1.98M Avg. open price: $401.94 Current price: $848.28 P/L: +111.04% Sold -5.72% shares Q2 2022	share	0.37%	1.98M	$401.94	$848.28	+111.04%	Sold -5.72% shares Q2 2022
Waste Management Waste Management, Inc. Portfolio share: 0.36% Portfolio value: 1.92M Avg. open price: $128.35 Current price: $167.94 P/L: +30.84% Bought +4.41% shares Q2 2022	share	0.36%	1.92M	$128.35	$167.94	+30.84%	Bought +4.41% shares Q2 2022
Health Information Services R1 RCM Inc. Portfolio share: 0.35% Portfolio value: 1.89M Avg. open price: $10.92 Current price: $10.14 P/L: -7.18% Sold -12.63% shares Q2 2022	share	0.35%	1.89M	$10.92	$10.14	-7.18%	Sold -12.63% shares Q2 2022
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 0.35% Portfolio value: 1.89M Avg. open price: $51.02 Current price: $63.43 P/L: +24.34% Bought +1.71% shares Q2 2022	share	0.35%	1.89M	$51.02	$63.43	+24.34%	Bought +1.71% shares Q2 2022
Financial Data & Stock Exchanges S&P Global Inc. Portfolio share: 0.34% Portfolio value: 1.83M Avg. open price: $275.27 Current price: $348.62 P/L: +26.65% Sold -3.03% shares Q2 2022	share	0.34%	1.83M	$275.27	$348.62	+26.65%	Sold -3.03% shares Q2 2022
Vanguard Tax-Exempt Bond Index Fund Portfolio share: 0.33% Portfolio value: 1.78M Avg. open price: $53.71 Current price: $49.85 P/L: -7.19% Bought +2.33% shares Q2 2022	share	0.33%	1.78M	$53.71	$49.85	-7.19%	Bought +2.33% shares Q2 2022
First Trust Managed Municipal ETF Portfolio share: 0.33% Portfolio value: 1.75M Avg. open price: $54.74 Current price: $50.6 P/L: -7.56% Bought +0.86% shares Q2 2022	share	0.33%	1.75M	$54.74	$50.6	-7.56%	Bought +0.86% shares Q2 2022
Software—Application Salesforce, Inc. Portfolio share: 0.32% Portfolio value: 1.69M Avg. open price: $177.86 Current price: $136.02 P/L: -23.53% Bought +0.88% shares Q2 2022	share	0.32%	1.69M	$177.86	$136.02	-23.53%	Bought +0.88% shares Q2 2022
Insurance Brokers Arthur J. Gallagher & Co. Portfolio share: 0.32% Portfolio value: 1.69M Avg. open price: $121.7 Current price: $198.44 P/L: +63.06% Sold -0.52% shares Q2 2022	share	0.32%	1.69M	$121.7	$198.44	+63.06%	Sold -0.52% shares Q2 2022
Restaurants McDonald's Corporation Portfolio share: 0.31% Portfolio value: 1.67M Avg. open price: $216.51 Current price: $271.83 P/L: +25.55% Bought +4.78% shares Q2 2022	share	0.31%	1.67M	$216.51	$271.83	+25.55%	Bought +4.78% shares Q2 2022
Insurance—Property & Casualty The Progressive Corporation Portfolio share: 0.31% Portfolio value: 1.66M Avg. open price: $95.88 Current price: $131.27 P/L: +36.90% Sold -1.95% shares Q2 2022	share	0.31%	1.66M	$95.88	$131.27	+36.90%	Sold -1.95% shares Q2 2022
REIT—Specialty American Tower Corporation Portfolio share: 0.31% Portfolio value: 1.65M Avg. open price: $233.76 Current price: $215.78 P/L: -7.69% Bought +9.42% shares Q2 2022	share	0.31%	1.65M	$233.76	$215.78	-7.69%	Bought +9.42% shares Q2 2022
Discount Stores Target Corporation Portfolio share: 0.30% Portfolio value: 1.61M Avg. open price: $173.33 Current price: $156.83 P/L: -9.52% Bought +15.06% shares Q2 2022	share	0.30%	1.61M	$173.33	$156.83	-9.52%	Bought +15.06% shares Q2 2022
Restaurants Darden Restaurants, Inc. Portfolio share: 0.29% Portfolio value: 1.58M Avg. open price: $131.97 Current price: $143.52 P/L: +8.75% Bought +13.16% shares Q2 2022	share	0.29%	1.58M	$131.97	$143.52	+8.75%	Bought +13.16% shares Q2 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.29% Portfolio value: 1.58M Avg. open price: $246.89 Current price: $321.44 P/L: +30.19% Bought +17.14% shares Q2 2022	share	0.29%	1.58M	$246.89	$321.44	+30.19%	Bought +17.14% shares Q2 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.29% Portfolio value: 1.55M Avg. open price: $67 Current price: $107.41 P/L: +60.30% Bought +30.24% shares Q2 2022	share	0.29%	1.55M	$67	$107.41	+60.30%	Bought +30.24% shares Q2 2022
Farm & Heavy Construction Machinery Deere & Company Portfolio share: 0.29% Portfolio value: 1.55M Avg. open price: $240.55 Current price: $438.88 P/L: +82.45% Sold -6.24% shares Q2 2022	share	0.29%	1.55M	$240.55	$438.88	+82.45%	Sold -6.24% shares Q2 2022
Drug Manufacturers—General Gilead Sciences, Inc. Portfolio share: 0.29% Portfolio value: 1.53M Avg. open price: N/A Current price: $88.31 P/L: N/A N/A Q2 2022	share	0.29%	1.53M	N/A	$88.31	N/A	N/A Q2 2022
Oil & Gas E&P Coterra Energy Inc. Portfolio share: 0.28% Portfolio value: 1.53M Avg. open price: N/A Current price: $26.59 P/L: N/A Sold -4.35% shares Q2 2022	share	0.28%	1.53M	N/A	$26.59	N/A	Sold -4.35% shares Q2 2022
Apparel Retail Ross Stores, Inc. Portfolio share: 0.28% Portfolio value: 1.51M Avg. open price: $95.56 Current price: $117.84 P/L: +23.31% Bought +5.70% shares Q2 2022	share	0.28%	1.51M	$95.56	$117.84	+23.31%	Bought +5.70% shares Q2 2022
Semiconductors ON Semiconductor Corporation Portfolio share: 0.27% Portfolio value: 1.47M Avg. open price: $62.61 Current price: $71.81 P/L: +14.69% Bought +2.22% shares Q2 2022	share	0.27%	1.47M	$62.61	$71.81	+14.69%	Bought +2.22% shares Q2 2022
Credit Services Mastercard Incorporated Portfolio share: 0.27% Portfolio value: 1.46M Avg. open price: $284.89 Current price: $355.74 P/L: +24.87% Sold -4.47% shares Q2 2022	share	0.27%	1.46M	$284.89	$355.74	+24.87%	Sold -4.47% shares Q2 2022
Information Technology Services Fidelity National Information Services, Inc. Portfolio share: 0.27% Portfolio value: 1.46M Avg. open price: $125.52 Current price: $72.76 P/L: -42.03% Bought +12.33% shares Q2 2022	share	0.27%	1.46M	$125.52	$72.76	-42.03%	Bought +12.33% shares Q2 2022
Semiconductors QUALCOMM Incorporated Portfolio share: 0.27% Portfolio value: 1.46M Avg. open price: $144.98 Current price: $123.81 P/L: -14.60% Bought +11.33% shares Q2 2022	share	0.27%	1.46M	$144.98	$123.81	-14.60%	Bought +11.33% shares Q2 2022
Computer Hardware NetApp, Inc. Portfolio share: 0.27% Portfolio value: 1.45M Avg. open price: $85.44 Current price: $64.58 P/L: -24.42% Sold -5.28% shares Q2 2022	share	0.27%	1.45M	$85.44	$64.58	-24.42%	Sold -5.28% shares Q2 2022
Healthcare Plans CVS Health Corporation Portfolio share: 0.27% Portfolio value: 1.45M Avg. open price: $61.21 Current price: $101.95 P/L: +66.56% N/A Q2 2022	share	0.27%	1.45M	$61.21	$101.95	+66.56%	N/A Q2 2022
Communication Equipment Hewlett Packard Enterprise Company Portfolio share: 0.27% Portfolio value: 1.44M Avg. open price: $16.71 Current price: $16.24 P/L: -2.81% Bought +2.62% shares Q2 2022	share	0.27%	1.44M	$16.71	$16.24	-2.81%	Bought +2.62% shares Q2 2022
SPDR S&P 500 ETF Trust Portfolio share: 0.27% Portfolio value: 1.44M Avg. open price: $397.91 Current price: $400.38 P/L: +0.62% Bought +36.45% shares Q2 2022	share	0.27%	1.44M	$397.91	$400.38	+0.62%	Bought +36.45% shares Q2 2022
Medical Distribution AmerisourceBergen Corporation Portfolio share: 0.27% Portfolio value: 1.43M Avg. open price: $123.47 Current price: $171.69 P/L: +39.05% Sold -10.93% shares Q2 2022	share	0.27%	1.43M	$123.47	$171.69	+39.05%	Sold -10.93% shares Q2 2022
Railroads Union Pacific Corporation Portfolio share: 0.26% Portfolio value: 1.42M Avg. open price: $202.39 Current price: $211.38 P/L: +4.44% Sold -2.14% shares Q2 2022	share	0.26%	1.42M	$202.39	$211.38	+4.44%	Sold -2.14% shares Q2 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.26% Portfolio value: 1.39M Avg. open price: $123.21 Current price: $131.59 P/L: +6.80% Bought +19.13% shares Q2 2022	share	0.26%	1.39M	$123.21	$131.59	+6.80%	Bought +19.13% shares Q2 2022
Metal Fabrication Mueller Industries, Inc. Portfolio share: 0.26% Portfolio value: 1.39M Avg. open price: $54.17 Current price: $66 P/L: +21.84% Bought +52.24% shares Q2 2022	share	0.26%	1.39M	$54.17	$66	+21.84%	Bought +52.24% shares Q2 2022
Insurance—Diversified Old Republic International Corporation Portfolio share: 0.25% Portfolio value: 1.35M Avg. open price: $25.87 Current price: $23.77 P/L: -8.14% Bought +10.01% shares Q2 2022	share	0.25%	1.35M	$25.87	$23.77	-8.14%	Bought +10.01% shares Q2 2022
Semiconductors Diodes Incorporated Portfolio share: 0.25% Portfolio value: 1.34M Avg. open price: $107.07 Current price: $88.6 P/L: -17.25% Sold -2.15% shares Q2 2022	share	0.25%	1.34M	$107.07	$88.6	-17.25%	Sold -2.15% shares Q2 2022
Thermal Coal Arch Resources, Inc. Portfolio share: 0.25% Portfolio value: 1.33M Avg. open price: N/A Current price: $150.2 P/L: N/A N/A Q2 2022	share	0.25%	1.33M	N/A	$150.2	N/A	N/A Q2 2022
Utilities—Regulated Electric FirstEnergy Corp. Portfolio share: 0.25% Portfolio value: 1.32M Avg. open price: $32.29 Current price: $41.27 P/L: +27.80% Bought +8.06% shares Q2 2022	share	0.25%	1.32M	$32.29	$41.27	+27.80%	Bought +8.06% shares Q2 2022
Semiconductors NVIDIA Corporation Portfolio share: 0.25% Portfolio value: 1.32M Avg. open price: $60.65 Current price: $166.83 P/L: +175.09% Sold -4.51% shares Q2 2022	share	0.25%	1.32M	$60.65	$166.83	+175.09%	Sold -4.51% shares Q2 2022
Medical Care Facilities HCA Healthcare, Inc. Portfolio share: 0.25% Portfolio value: 1.32M Avg. open price: N/A Current price: $235.91 P/L: N/A Sold -3.07% shares Q2 2022	share	0.25%	1.32M	N/A	$235.91	N/A	Sold -3.07% shares Q2 2022
Semiconductors Texas Instruments Incorporated Portfolio share: 0.24% Portfolio value: 1.31M Avg. open price: N/A Current price: $177.37 P/L: N/A N/A Q2 2022	share	0.24%	1.31M	N/A	$177.37	N/A	N/A Q2 2022
Residential Construction D.R. Horton, Inc. Portfolio share: 0.24% Portfolio value: 1.29M Avg. open price: $88.46 Current price: $85.09 P/L: -3.80% Bought +20.15% shares Q2 2022	share	0.24%	1.29M	$88.46	$85.09	-3.80%	Bought +20.15% shares Q2 2022
Other Industrial Metals & Mining Rio Tinto Group Portfolio share: 0.24% Portfolio value: 1.29M Avg. open price: $77.93 Current price: $69.92 P/L: -10.28% Bought +0.36% shares Q2 2022	share	0.24%	1.29M	$77.93	$69.92	-10.28%	Bought +0.36% shares Q2 2022
Aerospace & Defense Northrop Grumman Corporation Portfolio share: 0.24% Portfolio value: 1.26M Avg. open price: $321.39 Current price: $541.29 P/L: +68.42% Sold -3.54% shares Q2 2022	share	0.24%	1.26M	$321.39	$541.29	+68.42%	Sold -3.54% shares Q2 2022
Healthcare Plans Elevance Health Inc. Portfolio share: 0.24% Portfolio value: 1.26M Avg. open price: N/A Current price: $524.18 P/L: N/A Sold -6.82% shares Q2 2022	share	0.24%	1.26M	N/A	$524.18	N/A	Sold -6.82% shares Q2 2022
Credit Services PayPal Holdings, Inc. Portfolio share: 0.23% Portfolio value: 1.26M Avg. open price: $160.97 Current price: $73.57 P/L: -54.30% Bought +0.41% shares Q2 2022	share	0.23%	1.26M	$160.97	$73.57	-54.30%	Bought +0.41% shares Q2 2022
Medical Care Facilities Universal Health Services, Inc. Portfolio share: 0.23% Portfolio value: 1.26M Avg. open price: N/A Current price: $126.27 P/L: N/A N/A Q2 2022	share	0.23%	1.26M	N/A	$126.27	N/A	N/A Q2 2022
Credit Services American Express Company Portfolio share: 0.23% Portfolio value: 1.24M Avg. open price: $132.03 Current price: $157.09 P/L: +18.98% Bought +0.18% shares Q2 2022	share	0.23%	1.24M	$132.03	$157.09	+18.98%	Bought +0.18% shares Q2 2022
Medical Devices Medtronic plc Portfolio share: 0.23% Portfolio value: 1.23M Avg. open price: N/A Current price: $79.01 P/L: N/A N/A Q2 2022	share	0.23%	1.23M	N/A	$79.01	N/A	N/A Q2 2022
Software—Infrastructure SPS Commerce, Inc. Portfolio share: 0.23% Portfolio value: 1.22M Avg. open price: $141.81 Current price: $137.51 P/L: -3.03% Sold -1.61% shares Q2 2022	share	0.23%	1.22M	$141.81	$137.51	-3.03%	Sold -1.61% shares Q2 2022
Banks—Regional Zions Bancorporation, National Association Portfolio share: 0.23% Portfolio value: 1.21M Avg. open price: $65.56 Current price: $48.59 P/L: -25.88% Bought +10.61% shares Q2 2022	share	0.23%	1.21M	$65.56	$48.59	-25.88%	Bought +10.61% shares Q2 2022
Software—Application ServiceNow, Inc. Portfolio share: 0.22% Portfolio value: 1.20M Avg. open price: $339.87 Current price: $390.58 P/L: +14.92% Sold -2.76% shares Q2 2022	share	0.22%	1.20M	$339.87	$390.58	+14.92%	Sold -2.76% shares Q2 2022
Packaging & Containers WestRock Company Portfolio share: 0.22% Portfolio value: 1.20M Avg. open price: $45.42 Current price: $36.71 P/L: -19.17% Bought +9.46% shares Q2 2022	share	0.22%	1.20M	$45.42	$36.71	-19.17%	Bought +9.46% shares Q2 2022
Specialty Chemicals Linde plc Portfolio share: 0.22% Portfolio value: 1.19M Avg. open price: $274.6 Current price: $334.46 P/L: +21.80% Bought +3.36% shares Q2 2022	share	0.22%	1.19M	$274.6	$334.46	+21.80%	Bought +3.36% shares Q2 2022
Conglomerates Honeywell International Inc. Portfolio share: 0.22% Portfolio value: 1.19M Avg. open price: $204.88 Current price: $216.31 P/L: +5.58% Bought +10.75% shares Q2 2022	share	0.22%	1.19M	$204.88	$216.31	+5.58%	Bought +10.75% shares Q2 2022
Credit Services Synchrony Financial Portfolio share: 0.22% Portfolio value: 1.18M Avg. open price: $38.79 Current price: $34.46 P/L: -11.18% Bought +31.51% shares Q2 2022	share	0.22%	1.18M	$38.79	$34.46	-11.18%	Bought +31.51% shares Q2 2022
Semiconductors Intel Corporation Portfolio share: 0.21% Portfolio value: 1.15M Avg. open price: $54.85 Current price: $29.11 P/L: -46.94% Bought +13.50% shares Q2 2022	share	0.21%	1.15M	$54.85	$29.11	-46.94%	Bought +13.50% shares Q2 2022
Semiconductors Advanced Micro Devices, Inc. Portfolio share: 0.20% Portfolio value: 1.09M Avg. open price: $51.24 Current price: $73.77 P/L: +43.97% Sold -3.84% shares Q2 2022	share	0.20%	1.09M	$51.24	$73.77	+43.97%	Sold -3.84% shares Q2 2022
Real Estate Services CoStar Group, Inc. Portfolio share: 0.20% Portfolio value: 1.06M Avg. open price: $64.55 Current price: $81.92 P/L: +26.91% Sold -1.11% shares Q2 2022	share	0.20%	1.06M	$64.55	$81.92	+26.91%	Sold -1.11% shares Q2 2022
Invesco QQQ Trust Portfolio share: 0.20% Portfolio value: 1.05M Avg. open price: $369.39 Current price: $287.97 P/L: -22.04% Bought +57.57% shares Q2 2022	share	0.20%	1.05M	$369.39	$287.97	-22.04%	Bought +57.57% shares Q2 2022
Insurance—Diversified The Hartford Financial Services Group, Inc. Portfolio share: 0.19% Portfolio value: 1.02M Avg. open price: $56.2 Current price: $74.53 P/L: +32.63% Sold -1.46% shares Q2 2022	share	0.19%	1.02M	$56.2	$74.53	+32.63%	Sold -1.46% shares Q2 2022
Oil & Gas E&P SM Energy Company Portfolio share: 0.19% Portfolio value: 1.02M Avg. open price: N/A Current price: $39.7 P/L: N/A N/A Q2 2022	share	0.19%	1.02M	N/A	$39.7	N/A	N/A Q2 2022
Software—Application HubSpot, Inc. Portfolio share: 0.19% Portfolio value: 1.01M Avg. open price: $243.4 Current price: $285.24 P/L: +17.19% Bought +5.73% shares Q2 2022	share	0.19%	1.01M	$243.4	$285.24	+17.19%	Bought +5.73% shares Q2 2022
Banks—Regional New York Community Bancorp, Inc. Portfolio share: 0.19% Portfolio value: 999K Avg. open price: $10.57 Current price: $8.54 P/L: -19.28% Bought +16.28% shares Q2 2022	share	0.19%	999K	$10.57	$8.54	-19.28%	Bought +16.28% shares Q2 2022
Discount Stores Walmart Inc. Portfolio share: 0.18% Portfolio value: 963K Avg. open price: $133.84 Current price: $151.53 P/L: +13.21% Bought +7.90% shares Q2 2022	share	0.18%	963K	$133.84	$151.53	+13.21%	Bought +7.90% shares Q2 2022
WisdomTree U.S. Efficient Core Fund Portfolio share: 0.17% Portfolio value: 906K Avg. open price: $30.52 Current price: $34.23 P/L: +12.14% Sold -0.90% shares Q2 2022	share	0.17%	906K	$30.52	$34.23	+12.14%	Sold -0.90% shares Q2 2022
Diagnostics & Research IDEXX Laboratories, Inc. Portfolio share: 0.16% Portfolio value: 870K Avg. open price: $661.32 Current price: $421.19 P/L: -36.31% Sold -1.47% shares Q2 2022	share	0.16%	870K	$661.32	$421.19	-36.31%	Sold -1.47% shares Q2 2022
Aerospace & Defense TransDigm Group Incorporated Portfolio share: 0.16% Portfolio value: 858K Avg. open price: $511.29 Current price: $618.7 P/L: +21.01% Sold -3.44% shares Q2 2022	share	0.16%	858K	$511.29	$618.7	+21.01%	Sold -3.44% shares Q2 2022
Software—Infrastructure Fortinet, Inc. Portfolio share: 0.14% Portfolio value: 779K Avg. open price: $135.18 Current price: $51.67 P/L: -61.78% Sold -63.49% shares Q2 2022	share	0.14%	779K	$135.18	$51.67	-61.78%	Sold -63.49% shares Q2 2022
Building Materials Martin Marietta Materials, Inc. Portfolio share: 0.14% Portfolio value: 776K Avg. open price: $220.11 Current price: $354.72 P/L: +61.15% Sold -3.64% shares Q2 2022	share	0.14%	776K	$220.11	$354.72	+61.15%	Sold -3.64% shares Q2 2022
Specialty Retail RH Portfolio share: 0.13% Portfolio value: 717K Avg. open price: $531.2 Current price: $263 P/L: -50.49% Sold -9.17% shares Q2 2022	share	0.13%	717K	$531.2	$263	-50.49%	Sold -9.17% shares Q2 2022
OASIS PETROLEUM INC Portfolio share: 0.13% Portfolio value: 694K Avg. open price: N/A Current price: N/A P/L: N/A Bought +8.73% shares Q2 2022	share	0.13%	694K	N/A	N/A	N/A	Bought +8.73% shares Q2 2022
iShares Core Dividend Growth ETF Portfolio share: 0.13% Portfolio value: 692K Avg. open price: $40.55 Current price: $51.42 P/L: +26.80% Sold -28.10% shares Q2 2022	share	0.13%	692K	$40.55	$51.42	+26.80%	Sold -28.10% shares Q2 2022
Restaurants Starbucks Corporation Portfolio share: 0.13% Portfolio value: 680K Avg. open price: $92.92 Current price: $103.48 P/L: +11.36% Bought +12.07% shares Q2 2022	share	0.13%	680K	$92.92	$103.48	+11.36%	Bought +12.07% shares Q2 2022
Telecom Services Charter Communications, Inc. Portfolio share: 0.12% Portfolio value: 666K Avg. open price: $576.15 Current price: $389.24 P/L: -32.44% Sold -0.77% shares Q2 2022	share	0.12%	666K	$576.15	$389.24	-32.44%	Sold -0.77% shares Q2 2022
iShares Core S&P U.S. Growth ETF Portfolio share: 0.12% Portfolio value: 623K Avg. open price: $69.93 Current price: $86.65 P/L: +23.92% Sold -96.49% shares Q2 2022	share	0.12%	623K	$69.93	$86.65	+23.92%	Sold -96.49% shares Q2 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.11% Portfolio value: 588K Avg. open price: $878.81 Current price: $182.96 P/L: -79.18% Sold -66.67% shares Q3 2022	share	0.11%	588K	$878.81	$182.96	-79.18%	Sold -66.67% shares Q3 2022
Consumer Electronics Sonos, Inc. Portfolio share: 0.10% Portfolio value: 530K Avg. open price: $31.6 Current price: $17.87 P/L: -43.47% Sold -4.63% shares Q2 2022	share	0.10%	530K	$31.6	$17.87	-43.47%	Sold -4.63% shares Q2 2022
Electronic Gaming & Multimedia SciPlay Corporation Portfolio share: 0.09% Portfolio value: 509K Avg. open price: $17.1 Current price: $15.94 P/L: -6.79% Sold -4.11% shares Q2 2022	share	0.09%	509K	$17.1	$15.94	-6.79%	Sold -4.11% shares Q2 2022
iShares Core S&P 500 ETF Portfolio share: 0.09% Portfolio value: 492K Avg. open price: $369.31 Current price: $402.1 P/L: +8.88% Bought +38.38% shares Q2 2022	share	0.09%	492K	$369.31	$402.1	+8.88%	Bought +38.38% shares Q2 2022
iShares MSCI Intl Quality Factor ETF Portfolio share: 0.09% Portfolio value: 489K Avg. open price: $32.15 Current price: $33.47 P/L: +4.12% Sold -97.91% shares Q2 2022	share	0.09%	489K	$32.15	$33.47	+4.12%	Sold -97.91% shares Q2 2022
Schwab U.S. Dividend Equity ETF Portfolio share: 0.09% Portfolio value: 460K Avg. open price: $78.89 Current price: $77.75 P/L: -1.45% Bought +102.81% shares Q2 2022	share	0.09%	460K	$78.89	$77.75	-1.45%	Bought +102.81% shares Q2 2022
Software—Application Workday, Inc. Portfolio share: 0.08% Portfolio value: 438K Avg. open price: $207.99 Current price: $165.73 P/L: -20.32% Sold -2.00% shares Q2 2022	share	0.08%	438K	$207.99	$165.73	-20.32%	Sold -2.00% shares Q2 2022
iShares S&P 500 Growth ETF Portfolio share: 0.08% Portfolio value: 436K Avg. open price: $43 Current price: $62.44 P/L: +45.18% Sold -3.50% shares Q2 2022	share	0.08%	436K	$43	$62.44	+45.18%	Sold -3.50% shares Q2 2022
iShares Select Dividend ETF Portfolio share: 0.08% Portfolio value: 425K Avg. open price: $92.13 Current price: $123.23 P/L: +33.75% Sold -4.29% shares Q2 2022	share	0.08%	425K	$92.13	$123.23	+33.75%	Sold -4.29% shares Q2 2022
First Trust Municipal High Income ETF Portfolio share: 0.08% Portfolio value: 416K Avg. open price: $55.52 Current price: $46.94 P/L: -15.46% Bought +0.52% shares Q2 2022	share	0.08%	416K	$55.52	$46.94	-15.46%	Bought +0.52% shares Q2 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 0.07% Portfolio value: 366K Avg. open price: $109.89 Current price: $98.56 P/L: -10.31% Sold -8.65% shares Q2 2022	share	0.07%	366K	$109.89	$98.56	-10.31%	Sold -8.65% shares Q2 2022
Vanguard 500 Index Fund Portfolio share: 0.06% Portfolio value: 349K Avg. open price: $266.72 Current price: $368.04 P/L: +37.99% Bought +0.40% shares Q1 2022	share	0.06%	349K	$266.72	$368.04	+37.99%	Bought +0.40% shares Q1 2022
Personal Services Medifast, Inc. Portfolio share: 0.06% Portfolio value: 308K Avg. open price: $215.02 Current price: $120.37 P/L: -44.02% Sold -1.67% shares Q2 2022	share	0.06%	308K	$215.02	$120.37	-44.02%	Sold -1.67% shares Q2 2022
Apparel Retail The TJX Companies, Inc. Portfolio share: 0.06% Portfolio value: 300K Avg. open price: $52.3 Current price: $79.72 P/L: +52.43% Bought +0.47% shares Q2 2022	share	0.06%	300K	$52.3	$79.72	+52.43%	Bought +0.47% shares Q2 2022
Strategy Shares Nasdaq 7 Handl Index ETF Portfolio share: 0.05% Portfolio value: 289K Avg. open price: N/A Current price: $20.49 P/L: N/A Sold -4.02% shares Q2 2022	share	0.05%	289K	N/A	$20.49	N/A	Sold -4.02% shares Q2 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 0.05% Portfolio value: 279K Avg. open price: $116.12 Current price: $156.43 P/L: +34.71% Bought +0.21% shares Q2 2022	share	0.05%	279K	$116.12	$156.43	+34.71%	Bought +0.21% shares Q2 2022
Asset Management Invesco Municipal Income Opportunities Trust Portfolio share: 0.05% Portfolio value: 273K Avg. open price: $6.73 Current price: $6.67 P/L: -0.84% Sold -2.46% shares Q2 2022	share	0.05%	273K	$6.73	$6.67	-0.84%	Sold -2.46% shares Q2 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 0.05% Portfolio value: 270K Avg. open price: $122.75 Current price: $207.9 P/L: +69.37% Bought +0.32% shares Q2 2022	share	0.05%	270K	$122.75	$207.9	+69.37%	Bought +0.32% shares Q2 2022
iShares Russell 1000 Growth ETF Portfolio share: 0.05% Portfolio value: 266K Avg. open price: $154.83 Current price: $228.47 P/L: +47.56% Sold -2.48% shares Q1 2022	share	0.05%	266K	$154.83	$228.47	+47.56%	Sold -2.48% shares Q1 2022
Specialty Chemicals WD-40 Company Portfolio share: 0.05% Portfolio value: 263K Avg. open price: $229.53 Current price: $170.17 P/L: -25.86% Bought +6.18% shares Q2 2022	share	0.05%	263K	$229.53	$170.17	-25.86%	Bought +6.18% shares Q2 2022
iShares MSCI EAFE ETF Portfolio share: 0.05% Portfolio value: 261K Avg. open price: $61.97 Current price: $66.93 P/L: +8.00% Bought +2.03% shares Q2 2022	share	0.05%	261K	$61.97	$66.93	+8.00%	Bought +2.03% shares Q2 2022
Energy Select Sector SPDR Fund Portfolio share: 0.05% Portfolio value: 256K Avg. open price: $50.34 Current price: $88.28 P/L: +75.37% Bought +0.25% shares Q2 2022	share	0.05%	256K	$50.34	$88.28	+75.37%	Bought +0.25% shares Q2 2022
Vanguard Growth Index Fund Portfolio share: 0.05% Portfolio value: 244K Avg. open price: N/A Current price: $228.89 P/L: N/A N/A Q2 2020	share	0.05%	244K	N/A	$228.89	N/A	N/A Q2 2020
ISHARES TR Portfolio share: 0.04% Portfolio value: 238K Avg. open price: N/A Current price: N/A P/L: N/A Sold -4.09% shares Q2 2022	share	0.04%	238K	N/A	N/A	N/A	Sold -4.09% shares Q2 2022
Asset Management BlackRock MuniYield Quality Fund, Inc. Portfolio share: 0.04% Portfolio value: 235K Avg. open price: $15.47 Current price: $11.8 P/L: -23.73% Bought +1.45% shares Q2 2022	share	0.04%	235K	$15.47	$11.8	-23.73%	Bought +1.45% shares Q2 2022
iShares Core MSCI Emerging Markets ETF Portfolio share: 0.04% Portfolio value: 234K Avg. open price: $53.77 Current price: $48.15 P/L: -10.45% Sold -14.93% shares Q2 2022	share	0.04%	234K	$53.77	$48.15	-10.45%	Sold -14.93% shares Q2 2022
iShares 7-10 Year Treasury Bond ETF Portfolio share: 0.04% Portfolio value: 228K Avg. open price: $109.03 Current price: $97.86 P/L: -10.25% Sold -17.68% shares Q2 2022	share	0.04%	228K	$109.03	$97.86	-10.25%	Sold -17.68% shares Q2 2022
iShares S&P Mid-Cap 400 Value ETF Portfolio share: 0.04% Portfolio value: 209K Avg. open price: $109.64 Current price: $104.6 P/L: -4.60% Bought +0.18% shares Q2 2022	share	0.04%	209K	$109.64	$104.6	-4.60%	Bought +0.18% shares Q2 2022
Auto Parts XPEL, Inc. Portfolio share: 0.04% Portfolio value: 201K Avg. open price: $75.16 Current price: $68.64 P/L: -8.68% Sold -19.09% shares Q2 2022	share	0.04%	201K	$75.16	$68.64	-8.68%	Sold -19.09% shares Q2 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.04% Portfolio value: 201K Avg. open price: $162.11 Current price: $163.92 P/L: +1.12% Bought +1.95% shares Q2 2022	share	0.04%	201K	$162.11	$163.92	+1.12%	Bought +1.95% shares Q2 2022
Specialty Industrial Machinery Intevac, Inc. Portfolio share: 0.02% Portfolio value: 97K Avg. open price: N/A Current price: $6.05 P/L: N/A Sold -20.00% shares Q4 2021	share	0.02%	97K	N/A	$6.05	N/A	Sold -20.00% shares Q4 2021
Utilities—Diversified Companhia Energética de Minas Gerais Portfolio share: 0.01% Portfolio value: 62K Avg. open price: N/A Current price: $2.07 P/L: N/A N/A Q2 2022	share	0.01%	62K	N/A	$2.07	N/A	N/A Q2 2022
Biotechnology Alzamend Neuro, Inc. Portfolio share: 0.00% Portfolio value: 9K Avg. open price: N/A Current price: $1.14 P/L: N/A N/A Q2 2022	share	0.00%	9K	N/A	$1.14	N/A	N/A Q2 2022

Showing TOP 142 INSIGHT WEALTH STRATEGIES's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of INSIGHT WEALTH STRATEGIES, LLC?

The biggest position of the INSIGHT WEALTH STRATEGIES, LLC is iShares Preferred and Income Securities ETF (PFF) with 5.18% portfolio share worth of 27.9M US dollars.

Top 5 INSIGHT WEALTH STRATEGIES's holdings represent 24.47% of the portfolio:

iShares Preferred and Income Securities ETF (PFF) – 5.18%
Chevron Corporation (CVX) – 5.08%
ISHARES TR () – 4.89%
SPDR Bloomberg Convertible Securities ETF (CWB) – 4.74%
iShares iBoxx $ High Yield Corporate Bond ETF (HYG) – 4.58%

Who is the portfolio manager of INSIGHT WEALTH STRATEGIES, LLC?

The portfolio manager of the INSIGHT WEALTH STRATEGIES, LLC is .

What is the total asset value of the INSIGHT WEALTH STRATEGIES, LLC portfolio?

INSIGHT WEALTH STRATEGIES, LLC total asset value (portfolio value) is 538.37M US dollars.

Who is ?

is the portfolio manager of the INSIGHT WEALTH STRATEGIES, LLC.

What is (INSIGHT WEALTH STRATEGIES, LLC) fund performance?

INSIGHT WEALTH STRATEGIES's quarterly performance is -12.22%, annualy -34.10%. In the past 3 years, the value of 's portfolio has decreased by -28%.

What is the INSIGHT WEALTH STRATEGIES, LLC CIK?

INSIGHT WEALTH STRATEGIES's Central Index Key is 0001749914 .