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13F-HR filed by Insight Wealth Strategies, LLC

Insight Wealth Strategies, LLC filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-02-21, with 196 holding rows worth $472,283,000.

Accession
0001085146-20-000962
Filed
2020-02-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2019

A holdings report, 196 entries on the cover page, a total value of $472,283,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $472,283,000 with VALUE read as thousands by filing date, 13F file number 028-19099. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Chevron Corporation166764100COM281,381$33,909,000thousands by filing date
iShares MBS ETF464288588SHS247,996$26,798,000thousands by filing date
iShares S&P 500 Growth ETF464287309SHS130,565$25,283,000thousands by filing date
INVESCO EXCH TRADED FD TR II46138E537NATL AMT MUNI942,747$24,945,000thousands by filing date
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR168,265$21,104,000thousands by filing date
SPDR SER TR78464A359BBG CONV SEC ETF349,969$19,423,000thousands by filing date
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS206,634$18,872,000thousands by filing date
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF113,602$17,333,000thousands by filing date
ISHARES TR464287168COM151,571$16,015,000thousands by filing date
Schwab US Mid-Cap ETF808524508SHS233,137$14,023,000thousands by filing date
Apple Inc037833100COM40,276$11,827,000thousands by filing date
Microsoft Corp594918104COM73,218$11,547,000thousands by filing date
ISHARES TR46435G672CORE INTL AGGR206,264$11,301,000thousands by filing date
iShares Core S&P Small-Cap ETF464287804SHS105,241$8,824,000thousands by filing date
SPDR Portfolio Emerging Markets ETF78463X509SHS199,609$7,503,000thousands by filing date
FIRST TR EXCHANGE-TRADED FD33733E104CAP STRENGTH ETF122,260$7,380,000thousands by filing date
Amazon.com, Inc023135106COM3,320$6,135,000thousands by filing date
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS45,499$5,822,000thousands by filing date
ISHARES TR464288687COM135,817$5,105,000thousands by filing date
ISHARES TR464288513IBOXX HI YD ETF50,762$4,464,000thousands by filing date
Adobe Inc00724F101COM13,514$4,457,000thousands by filing date
iShares MSCI USA Min Vol Factor ETF46429B697SHS67,817$4,449,000thousands by filing date
Visa Inc92826C839COM22,273$4,185,000thousands by filing date
UnitedHealth Group Inc91324P102COM13,050$3,836,000thousands by filing date
LAM RESEARCH CORP512807108COM11,454$3,349,000thousands by filing date
META PLATFORMS INC CL A30303M102COM14,609$2,998,000thousands by filing date
INVESCO EXCH TRADED FD TR II46138G508SR LN ETF119,002$2,716,000thousands by filing date
BURLINGTON STORES INC COM122017106Stock11,727$2,674,000thousands by filing date
Elevance Health, Inc.036752103COM8,819$2,664,000thousands by filing date
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF42,506$2,647,000thousands by filing date
Abbott Laboratories002824100COM29,997$2,606,000thousands by filing date
R1 RCM INC749397105COM199,608$2,591,000thousands by filing date
ISHARES 10 Y INVE GRADE COR B46428951110+ YR INVST GRD38,416$2,561,000thousands by filing date
Salesforce.com, Inc79466L302COM15,393$2,504,000thousands by filing date
ISHARES TR4642874407-10 YR TRSY BD22,243$2,452,000thousands by filing date
OREILLY AUTOMOTIVE INC COM67103H107Stock5,436$2,382,000thousands by filing date
ZOETIS INC CL A98978V103Stock17,820$2,359,000thousands by filing date
GLOBAL PMTS INC37940X102COM11,987$2,188,000thousands by filing date
WELLCARE HEALTH PLANS INC94946T106COM6,349$2,097,000thousands by filing date
iShares Core Dividend Growth ETF46434V621SHS49,545$2,084,000thousands by filing date
HUBSPOTINC443573100STOK13,094$2,075,000thousands by filing date
iShares MSCI USA Momentum Factor ETF46432F396SHS16,342$2,052,000thousands by filing date
ROSS STORES INC COM778296103Stock17,559$2,044,000thousands by filing date
iShares Floating Rate Bond ETF46429B655SHS39,472$2,010,000thousands by filing date
PAYPALHLDGSINC70450Y103STOK18,543$2,006,000thousands by filing date
INVESCO EXCHANGE TRADED FD T46137V431S&P 500 GARP ETF31,620$1,996,000thousands by filing date
S&P Global,Inc.78409V104COM7,301$1,994,000thousands by filing date
NVIDIA Corp67066G104COM8,451$1,988,000thousands by filing date
MasterCard, Inc57636Q104COM6,399$1,911,000thousands by filing date
AUTODESK INC COM052769106Stock10,361$1,901,000thousands by filing date
Fidelity MSCI Real Estate Index ETF316092857SHS67,787$1,889,000thousands by filing date
Alphabet Inc. Reg. Shares A02079K305COM1,383$1,852,000thousands by filing date
FIDELITY COVINGTON TRUST316092865MSCI UTILS INDEX43,333$1,833,000thousands by filing date
iShares Core MSCI EAFE ETF46432F842SHS27,859$1,818,000thousands by filing date
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF26,683$1,805,000thousands by filing date
Lockheed Martin Corporation539830109COM4,589$1,787,000thousands by filing date
ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689ETF22,344$1,666,000thousands by filing date
iShares TIPS Bond ETF464287176SHS13,173$1,536,000thousands by filing date
Broadcom Inc.11135F101COM4,840$1,530,000thousands by filing date
Verizon Communications Inc92343V104COM24,384$1,497,000thousands by filing date
ISHARES TR464288448INTL SEL DIV ETF44,598$1,497,000thousands by filing date
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF14,697$1,484,000thousands by filing date
EQUINIX INC COM29444U700REIT2,454$1,432,000thousands by filing date
ISHARES TR46429B663CORE HIGH DV ETF14,237$1,396,000thousands by filing date
iShares Core MSCI Emerging Markets ETF46434G103SHS25,030$1,346,000thousands by filing date
COSTAR GROUP INC COM22160N109Stock2,170$1,298,000thousands by filing date
FIDELITY NATL INFORMATION SVCS COM31620M106Stock9,142$1,272,000thousands by filing date
GOLDMAN SACHS ETF TR381430107ACTIVEBETA INT39,899$1,207,000thousands by filing date
ServiceNow,Inc.81762P102COM4,158$1,174,000thousands by filing date
iShares Core US Aggregate Bond ETF464287226SHS10,411$1,170,000thousands by filing date
SPY78462F103SHS3,623$1,166,000thousands by filing date
ISHARES TR46434V456MSCI INTL QUALTY35,956$1,161,000thousands by filing date
Netflix, Inc64110L106COM3,578$1,158,000thousands by filing date
Vanguard International Dividend Appreciation ETF921946810SHS15,844$1,142,000thousands by filing date
Advanced Micro Devices,Inc.007903107COM24,792$1,137,000thousands by filing date
Coca-Cola Company191216100COM19,692$1,090,000thousands by filing date
JPMorgan Chase & Co46625H100COM7,666$1,069,000thousands by filing date
IJH464287507COM5,177$1,066,000thousands by filing date
Johnson & Johnson478160104COM7,299$1,065,000thousands by filing date
Merck & Co.,Inc.58933Y105COM11,568$1,052,000thousands by filing date
Union Pacific Corporation907818108COM5,532$1,000,000thousands by filing date
NextEra Energy,Inc.65339F101COM4,126$999,000thousands by filing date
Walt Disney Co254687106COM6,775$980,000thousands by filing date
TARGET CORP COM87612E106Stock7,531$966,000thousands by filing date
CLEARBRIDGE ALL CAP GROWTH ESG524682101FUND27,941$963,000thousands by filing date
Comcast Corp20030N101COM20,365$916,000thousands by filing date
ISHARES U S ETF TR46431W507SHOR DURA BD ETF17,845$897,000thousands by filing date
iShares S&P 500 Value ETF464287408SHS6,709$873,000thousands by filing date
IAC INTERACTIVECORP44919P508COM3,495$871,000thousands by filing date
iShares Core S&P Total U.S. Stock Market ETF464287150SHS11,501$836,000thousands by filing date
MARTIN MARIETTA MATLS INC COM573284106Stock2,979$833,000thousands by filing date
CHARTER COMMUNICATIONS INC N16119P108COM1,697$823,000thousands by filing date
TRANSDIGM GROUP INC COM893641100Stock1,435$804,000thousands by filing date
Automatic Data Processing,Inc.053015103COM4,642$791,000thousands by filing date
Home Depot, Inc437076102COM3,566$779,000thousands by filing date
ALIGN TECHNOLOGY INC COM016255101Stock2,709$756,000thousands by filing date
Deere & Company244199105COM4,102$711,000thousands by filing date
American Tower Corporation03027X100COM3,080$708,000thousands by filing date
Goldman Sachs Access Treasury 0-1 Year ETF381430529SHS6,919$693,000thousands by filing date
ISHARES TR464288638ISHS 5-10YR INVT11,514$668,000thousands by filing date
VanEck High Yield Muni ETF92189H409SHS10,078$645,000thousands by filing date
WORKDAY INC CL A98138H101Stock3,866$636,000thousands by filing date
Cisco Systems,Inc.17275R102COM13,051$626,000thousands by filing date
VERICEL CORP92346J108COM35,983$626,000thousands by filing date
ISHARES TR46435G102CONV BD ETF9,842$617,000thousands by filing date
WISDOMTREE TR97717X511YIELD ENHANCD US11,807$617,000thousands by filing date
Vanguard S&P 500 ETF922908363COM2,058$609,000thousands by filing date
TJX Companies Inc872540109COM9,752$595,000thousands by filing date
DARDEN RESTAURANTS INC COM237194105Stock5,453$594,000thousands by filing date
ISHARES RUSSELL 1000 VALUE ETF464287598ETF4,297$586,000thousands by filing date
American Express Company025816109COM4,685$583,000thousands by filing date
Walmart Inc.931142103COM4,885$581,000thousands by filing date
Qualcomm Incorporated747525103COM6,425$567,000thousands by filing date
FIRST TR EXCH TRADED FD III33739N108MANAGD MUN ETF10,092$561,000thousands by filing date
AVALARA INC05338G106COM7,660$561,000thousands by filing date
Intel Corp458140100COM9,329$558,000thousands by filing date
FIRSTENERGY CORP337932107COM11,318$550,000thousands by filing date
McDonalds Corporation580135101COM2,713$536,000thousands by filing date
GALLAGHER ARTHUR J & CO COM363576109Stock5,545$528,000thousands by filing date
SPDR SERIES TRUST78468R804ST STR R1K LOWV4,608$526,000thousands by filing date
Alphabet Inc. Reg. Shares C02079K107COM390$521,000thousands by filing date
Waste Management, Inc.94106L109COM4,411$503,000thousands by filing date
ISHARES TR464287465MSCI EAFE ETF7,233$502,000thousands by filing date
FIRST TR VALUE LINE DIVID IN33734H106SHS13,926$502,000thousands by filing date
NMI HLDGS INC629209305COM14,771$490,000thousands by filing date
Honeywell Technologies438516106COM2,742$485,000thousands by filing date
NNN REIT INC COM637417106REIT9,021$484,000thousands by filing date
ISHARES TR CORE S&P 500 ETF464287200SHS1,479$478,000thousands by filing date
CROWN CASTLE INC COM22822V101REIT3,333$474,000thousands by filing date
Procter & Gamble Co742718109COM3,787$473,000thousands by filing date
LAMAR ADVERTISING CO CL A512816109REIT5,276$471,000thousands by filing date
CF INDUSTRIES HOLD COM125269100Stock9,842$470,000thousands by filing date
CINCINNATI FINL CORP COM172062101Stock4,451$468,000thousands by filing date
ISHARES SYSTEMATIC BOND ETF46435U796COM4,529$462,000thousands by filing date
INVESCO QQQ TR46090E103COM2,143$456,000thousands by filing date
ARES CAPITAL CORP04010L103COM24,434$456,000thousands by filing date
LIBERTY PROPERTY TRUST531172104SH BEN INT7,584$455,000thousands by filing date
XCELENERGY INC98389B100COM7,040$447,000thousands by filing date
MID AMERICA APARTMENT COMMUNITIES INC.59522J103Common Stock, par value $0.01 per share3,369$444,000thousands by filing date
NEW YORK COMMUNITY BANCORP649445103COM36,830$443,000thousands by filing date
PLANET FITNESS MASTER ISSUER L CL A72703H101Stock5,902$441,000thousands by filing date
INVESCO EXCH TRADED FD TR II46138E511PFD ETF28,758$432,000thousands by filing date
AVANGRID INC05351W103COM8,443$432,000thousands by filing date
LINDE PLCG5494J103SHS2,019$430,000thousands by filing date
PAYCHEX INC704326107COM5,048$429,000thousands by filing date
ISHARES TR464288414NATIONAL MUN ETF3,739$426,000thousands by filing date
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF8,297$418,000thousands by filing date
AT&T Inc00206R102COM10,663$417,000thousands by filing date
Citigroup Inc.172967424COM5,124$409,000thousands by filing date
Berkshire Hathaway Inc084670702COM1,772$401,000thousands by filing date
UNILEVER PLC904767704SPON ADR NEW6,995$400,000thousands by filing date
DOMINION ENERGY INC COM25746U109Stock4,754$394,000thousands by filing date
WP CAREY INC COM92936U109REIT4,682$375,000thousands by filing date
ISHARES INC464286525MSCI GBL MIN VOL3,887$373,000thousands by filing date
INVESCO EXCHANGE TRADED FD T46137V589GBL LISTED PVT29,155$373,000thousands by filing date
HARTFORD INSURANCE GROUP INC COM416515104Stock6,099$371,000thousands by filing date
Pfizer Inc.717081103COM9,248$362,000thousands by filing date
ISHARES TR464288356CALIF MUN BD ETF5,879$360,000thousands by filing date
ISHARESRUSSELL1000GROWTHETF464287614STOK2,013$354,000thousands by filing date
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS3,770$345,000thousands by filing date
TALEND S A874224207ADS8,812$345,000thousands by filing date
ROYAL DUTCH SHELL PLC SPN ADR780259206SPONS ADR A5,768$340,000thousands by filing date
ALTERYX, INC (CLASS A)02156B103COM CL A3,382$338,000thousands by filing date
NORTHROP GRUMMAN CORP COM666807102Stock978$336,000thousands by filing date
Starbucks Corporation855244109COM3,807$335,000thousands by filing date
WISDOMTREE INTERNATIONALMULTIFACTOR FUND97717Y774ETF12,608$323,000thousands by filing date
Eaton Corp. PlcG29183103COM3,228$306,000thousands by filing date
WISDOMTREE TR97717W869EUROPE SMCP DV4,684$306,000thousands by filing date
Lowes Companies,Inc.548661107COM2,466$295,000thousands by filing date
iShares Currency Hedged MSCI EAFE ETF46434V803SHS9,574$292,000thousands by filing date
INVESCO EXCH TRADED FD TR II46138G656S&P ULTRA DIVIDE7,057$278,000thousands by filing date
CENTERPOINT ENERGY INC15189T107COM10,079$275,000thousands by filing date
Vanguard Dividend Appreciation ETF921908844SHS2,176$271,000thousands by filing date
EVERSOURCE ENERGY COM30040W108Stock3,114$265,000thousands by filing date
TRUIST FINL CORP COM89832Q109Stock4,665$263,000thousands by filing date
ISHARES INC464286533MSCI EMERG MRKT4,448$261,000thousands by filing date
HEALTHCARE42225P501CL A NEW8,618$261,000thousands by filing date
PRUDENTIAL FINL INC COM744320102Stock2,707$254,000thousands by filing date
SONOCO PRODS CO835495102COM4,022$248,000thousands by filing date
WELLTOWER INC COM95040Q104REIT2,976$243,000thousands by filing date
SPDW78463X889COM7,625$239,000thousands by filing date
Vanguard FTSE Developed Markets ETF921943858SHS5,411$238,000thousands by filing date
VANECK ETF TRUST92189F387SHRT HGH YLD MUN9,401$237,000thousands by filing date
EPR PPTYS COM SH BEN INT26884U109REIT3,318$234,000thousands by filing date
INVESCO MUNI INCOME OPP TRST46132X101COM29,222$231,000thousands by filing date
BCE INC COM NEW05534B760Stock4,971$230,000thousands by filing date
iShares Russell 2000 ETF464287655SHS1,371$227,000thousands by filing date
INVITAE CORP46185L103COM13,855$223,000thousands by filing date
WISDOMTREE EUROPE HEDGED EQUITY FUND97717X701ETF3,126$221,000thousands by filing date
Bank of America Corp060505104COM6,216$219,000thousands by filing date
L3HARRIS TECHNOLOGIES INC COM502431109Stock1,104$218,000thousands by filing date
Philip Morris International Inc.718172109COM2,432$207,000thousands by filing date
INVESCO EXCHANGE TRADED FD T46137V266S&P500 PUR GWT1,630$207,000thousands by filing date
HUNTINGTON BANCSHARES INC COM446150104Stock12,907$195,000thousands by filing date
INTEVAC INC461148108COM25,000$177,000thousands by filing date
BLACKROCK MUNIYIELD INVT F09254R104COM11,745$166,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-20-000962this filing2020-02-21acceptance time not in the bulk data set