Insight Wealth Strategies, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IW Insight Wealth Strategies, LLC | Institutional Filer | ▲ 2.70% | $895.7M | 177 |
Current Portfolio Holdings
Showing all 177 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CVX | Chevron Corporation | Energy | 175K | $36.3M | 4.05% |
| 2 | GSIE | GOLDMAN SACHS ETF TR | — | 652K | $28.1M | 3.14% |
| 3 | DYNF | BLACKROCK ETF TRUST | — | 475K | $27.6M | 3.08% |
| 4 | LQD | ISHARES TR | — | 251K | $27.4M | 3.06% |
| 5 | VCLT | VANGUARD SCOTTSDALE FDS | — | 362K | $27.0M | 3.02% |
| 6 | VPLS | VANGUARD MALVERN FDS | — | 343K | $26.6M | 2.97% |
| 7 | LVHI | LEGG MASON ETF INVT | — | 626K | $25.4M | 2.83% |
| 8 | IGLB | ISHARES TR | — | 496K | $24.6M | 2.75% |
| 9 | VLUE | ISHARES TR | — | 155K | $22.0M | 2.46% |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | — | 188K | $21.1M | 2.35% |
| 11 | JMBS | JANUS DETROIT STR TR | — | 453K | $20.5M | 2.29% |
| 12 | IDMO | INVESCO EXCH TRADED FD TR II | — | 369K | $20.2M | 2.26% |
| 13 | PGHY | INVESCO EXCH TRADED FD TR II | — | 832K | $16.1M | 1.80% |
| 14 | LRCX | Lam Research Corporation | Technology | 69K | $14.8M | 1.65% |
| 15 | CDX | SIMPLIFY EXCHANGE TRADED FUN | — | 680K | $14.5M | 1.62% |
Showing 1 to 15 of 177 holdings