Insight Wealth Strategies, LLC Portfolio Holdings

Insight Wealth Strategies, LLC

  • $740 Million
  • Q4 2024

Insight Wealth Strategies, LLC has filed its 13F form on January 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $740 Million distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Min Vol Facto with a value of $30.5M, Chevron Corp with a value of $29.1M, Ishares Iboxx $ Investment Gra with a value of $28.1M, Ishares Tr with a value of $26.9M, and Ishares Msci Usa Quality Facto with a value of $26.4M.

Examining the 13F form we can see an decrease of $8.33M in the current position value, from $749M to 740M.

Insight Wealth Strategies, LLC is based out at San Ramon, CA

Below you can find more details about Insight Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $740 Million
ETFs: $469 Million
Technology: $75.4 Million
Energy: $42.8 Million
Industrials: $41.1 Million
Financial Services: $39.4 Million
Healthcare: $22.3 Million
Consumer Defensive: $15.4 Million
Consumer Cyclical: $14.9 Million
Other: $20 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$36B
$4.17 Million 0.56% of portfolio
10,096
Q4 2024 Added 230.47%
$22B
$4.16 Million 0.56% of portfolio
24,545
Q4 2024 Added 18.55%
$76.8B
$4.04 Million 0.55% of portfolio
42,741
Q4 2024 Added 79.32%
$0
$4.1 Million 0.55% of portfolio
80,528
Q4 2024 Reduced 0.9%
$14.2B
$4.09 Million 0.55% of portfolio
141,264
Q4 2024 New
$38.3B
$4.06 Million 0.55% of portfolio
39,041
Q4 2024 Added 21.6%
$34.4B
$3.97 Million 0.54% of portfolio
42,965
Q4 2024 Added 68.24%
$20.1B
$3.93 Million 0.53% of portfolio
21,502
Q4 2024 Added 0.07%
$8.41B
$3.9 Million 0.53% of portfolio
67,744
Q4 2024 Added 1.58%
$47.4B
$3.92 Million 0.53% of portfolio
46,089
Q4 2024 New
$0
$3.84 Million 0.52% of portfolio
6,559
Q4 2024 Added 45.11%
$0
$3.81 Million 0.52% of portfolio
73,469
Q4 2024 Reduced 18.82%
$149B
$3.8 Million 0.51% of portfolio
14,596
Q4 2024 Added 14.63%
$38.4B
$3.75 Million 0.51% of portfolio
20,249
Q4 2024 Added 124.56%
$229B
$3.73 Million 0.5% of portfolio
10,598
Q4 2024 Added 2.51%
$0
$3.73 Million 0.5% of portfolio
35,031
Q4 2024 Reduced 9.34%
$108B
$3.62 Million 0.49% of portfolio
5,745
Q4 2024 Added 5.45%
$0
$3.59 Million 0.49% of portfolio
71,703
Q4 2024 Reduced 6.3%
$22.4B
$3.54 Million 0.48% of portfolio
41,054
Q4 2024 New
$18B
$3.46 Million 0.47% of portfolio
26,903
Q4 2024 New
$26.7B
$3.44 Million 0.46% of portfolio
19,772
Q4 2024 Added 13.0%
$0
$3.11 Million 0.42% of portfolio
32,548
Q4 2024 Reduced 6.76%
$0
$3.14 Million 0.42% of portfolio
35,298
Q4 2024 Reduced 7.06%
$496B
$3.13 Million 0.42% of portfolio
6,195
Q4 2024 Reduced 3.08%
$4.65B
$2.95 Million 0.4% of portfolio
37,184
Q4 2024 Added 1.88%
$780B
$2.95 Million 0.4% of portfolio
12,326
Q4 2024 Reduced 0.63%
$3.53B
$2.96 Million 0.4% of portfolio
294,652
Q4 2024 Reduced 11.03%
$29.7B
$2.68 Million 0.36% of portfolio
26,223
Q4 2024 Reduced 2.87%
$18.9B
$2.67 Million 0.36% of portfolio
15,102
Q4 2024 Reduced 19.18%
$1.21T
$2.45 Million 0.33% of portfolio
12,869
Q3 2024 Added 155.44%
$11.2B
$2.42 Million 0.33% of portfolio
66,796
Q4 2024 Reduced 4.65%
$33.9B
$2.34 Million 0.32% of portfolio
19,796
Q4 2024 Added 1.61%
$48.2B
$2.35 Million 0.32% of portfolio
29,146
Q4 2024 Reduced 6.59%
$86.2B
$2.34 Million 0.32% of portfolio
11,611
Q4 2024 Added 3.22%
$177B
$2.36 Million 0.32% of portfolio
12,116
Q4 2024 Added 7.54%
$1.25B
$2.3 Million 0.31% of portfolio
59,610
Q4 2024 Added 31.34%
$215B
$2.33 Million 0.31% of portfolio
6,412
Q4 2024 Added 2.61%
$153B
$2.25 Million 0.3% of portfolio
9,882
Q4 2024 Added 7.74%
$88.1B
$2.17 Million 0.29% of portfolio
14,530
Q4 2024 Reduced 8.53%
$152B
$2.07 Million 0.28% of portfolio
9,180
Q4 2024 Added 3.41%
$0
$2.09 Million 0.28% of portfolio
4,081
Q4 2024 Reduced 14.25%
$503B
$2.03 Million 0.27% of portfolio
12,178
Q4 2024 Reduced 13.27%
$5.07B
$1.98 Million 0.27% of portfolio
51,084
Q4 2024 Added 5.8%
$255B
$1.99 Million 0.27% of portfolio
21,972
Q4 2024 Reduced 14.08%
$86.8B
$2.03 Million 0.27% of portfolio
11,051
Q4 2024 Added 1.95%
$459B
$1.69 Million 0.23% of portfolio
15,712
Q4 2024 Added 4.41%
$35.3B
$1.6 Million 0.22% of portfolio
14,611
Q4 2024 Reduced 3.16%
$0
$1.53 Million 0.21% of portfolio
32,734
Q4 2024 Added 13.7%
$0
$1.26 Million 0.17% of portfolio
24,623
Q4 2024 Reduced 35.04%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $740 Million
  • Prior Value $749 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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