13F-HR filed by Insight Wealth Strategies, LLC
Insight Wealth Strategies, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-06, with 152 holding rows worth $745,689,348.
- Accession
- 0001749914-25-000001
- Filer
- CIK 1749914
- Filed
- 2025-01-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 152 entries on the cover page, a total value of $745,689,348 stated on the cover page (in dollars after the unit check, H1), rows summing to $745,689,348 with VALUE read as dollars as filed, 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 343,489 | $30,498,407 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 201,015 | $29,114,953 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 263,381 | $28,139,672 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 293,125 | $26,873,715 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 148,219 | $26,394,888 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 381430107 | ACTIVEBETA INT | 763,371 | $25,450,787 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 313,227 | $25,055,024 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 257,997 | $23,851,785 | dollars as filed | |
| Vanguard Long-Term Corporate Bond ETF | 92206C813 | SHS | 317,834 | $23,767,610 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 263,090 | $22,975,675 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 678,900 | $21,344,631 | dollars as filed | |
| LEGG MASON ETF INVT | 52468L505 | FRANKLIN INTL LW | 607,326 | $18,535,594 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 299,831 | $15,204,441 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G508 | SR LN ETF | 695,844 | $14,661,443 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 96,513 | $12,314,046 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 106,397 | $12,259,085 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 122,269 | $11,802,615 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 48,938 | $10,979,228 | dollars as filed | |
| ISHARES TR | 46435G102 | CONV BD ETF | 127,277 | $10,814,727 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 210,170 | $10,157,526 | dollars as filed | |
| Apple Inc | 037833100 | COM | 37,991 | $9,513,641 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 85,283 | $9,086,956 | dollars as filed | |
| SPDR SER TR | 78468R556 | S&P OILGAS EXP | 63,904 | $8,458,923 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E302 | DJ INTERNT IDX | 34,734 | $8,446,267 | dollars as filed | |
| LAM RESEARCH CORP | 512807108 | COM | 103,703 | $7,490,442 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 82,409 | $6,478,196 | dollars as filed | |
| ABRDN PRECIOUS METALS BASKET | 003263100 | PHYSCL PRECS MET | 57,678 | $6,333,044 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 27,811 | $6,101,455 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 31,658 | $5,992,862 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 25,427 | $5,894,995 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 74,353 | $5,623,317 | dollars as filed | |
| American Express Company | 025816109 | COM | 18,759 | $5,567,374 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V480 | S&P SMCP VLU MNT | 102,080 | $5,561,322 | dollars as filed | |
| iShares High Yield Systematic Bond ETF | 46435G250 | SHS | 115,992 | $5,452,773 | dollars as filed | |
| CAMBRIA ETF TR | 132061300 | CAMBRIA FGN SHR | 211,730 | $5,337,701 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 12,559 | $5,293,649 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 8,420 | $4,798,754 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 9,905 | $4,688,517 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 15,997 | $4,682,859 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 10,064 | $4,651,678 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 60,103 | $4,595,484 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 4,328 | $4,561,800 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 20,249 | $4,549,456 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 33,602 | $4,512,378 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 11,490 | $4,469,372 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 20,732 | $4,454,680 | dollars as filed | |
| JEFFERIES FINANCIAL GROUP IN | 47233W109 | COM | 55,943 | $4,385,931 | dollars as filed | |
| REINSURANCE GROUP AMER INC COM NEW | 759351604 | Stock | 20,158 | $4,306,260 | dollars as filed | |
| HUBBELL INC COM | 443510607 | Stock | 10,202 | $4,273,456 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 12,468 | $4,238,279 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 10,096 | $4,174,090 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 24,545 | $4,156,768 | dollars as filed | |
| LAMB WESTON HLDGS INC | 513272104 | COM | 61,950 | $4,140,089 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 80,528 | $4,097,274 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 141,264 | $4,088,180 | dollars as filed | |
| PACCAR INC COM | 693718108 | Stock | 39,041 | $4,060,996 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 42,741 | $4,038,170 | dollars as filed | |
| ARCH CAP GROUP LTD ORD | G0450A105 | Stock | 42,965 | $3,967,788 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 21,502 | $3,928,463 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 46,089 | $3,917,104 | dollars as filed | |
| FLOWSERVE CORP | 34354P105 | COM | 67,744 | $3,896,623 | dollars as filed | |
| SPY | 78462F103 | SHS | 6,559 | $3,844,034 | dollars as filed | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 73,469 | $3,813,750 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 14,596 | $3,804,223 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 35,031 | $3,732,507 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 10,598 | $3,728,337 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 51,815 | $3,709,436 | dollars as filed | |
| KLA CORP | 482480100 | COM | 5,745 | $3,619,989 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 71,703 | $3,594,464 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 41,054 | $3,543,371 | dollars as filed | |
| BOOZ ALLEN HAMILTON HLDG CORP CL A | 099502106 | Stock | 26,903 | $3,462,392 | dollars as filed | |
| CDW CORP COM | 12514G108 | Stock | 19,772 | $3,441,202 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 35,298 | $3,142,927 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 6,195 | $3,133,647 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 32,548 | $3,107,385 | dollars as filed | |
| PAYONEER GLOBAL INC COM | 70451X104 | Stock | 294,652 | $2,958,306 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 12,326 | $2,954,587 | dollars as filed | |
| MUELLER INDS INC COM | 624756102 | Stock | 37,184 | $2,950,923 | dollars as filed | |
| BROWN & BROWN INC COM | 115236101 | Stock | 26,223 | $2,675,224 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 15,102 | $2,668,146 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 12,869 | $2,450,818 | dollars as filed | |
| OLD REP INTL CORP COM | 680223104 | Stock | 66,796 | $2,417,331 | dollars as filed | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 29,146 | $2,354,095 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 11,611 | $2,343,030 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 19,796 | $2,341,241 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 6,412 | $2,325,898 | dollars as filed | |
| BLUE BIRD CORP | 095306106 | COM | 59,610 | $2,302,734 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 12,116 | $2,271,829 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 9,882 | $2,253,477 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 14,530 | $2,165,165 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 4,081 | $2,086,440 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 9,180 | $2,073,760 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 12,178 | $2,029,317 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 11,051 | $2,026,914 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 21,972 | $1,985,204 | dollars as filed | |
| SM ENERGY COMPANY COM | 78454L100 | Stock | 51,084 | $1,980,010 | dollars as filed | |
| Linde plc | G54950103 | COM | 4,065 | $1,702,076 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 15,712 | $1,690,164 | dollars as filed | |
| HARTFORD INSURANCE GROUP INC COM | 416515104 | Stock | 14,611 | $1,598,495 | dollars as filed | |
| WISDOMTREE TR | 97717Y790 | US EFFIC CORE FD | 32,734 | $1,528,349 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739N108 | MANAGD MUN ETF | 24,623 | $1,256,039 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 5,787 | $1,197,501 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,720 | $1,098,445 | dollars as filed | |
| NORTHERN OIL & GAS INC COM | 665531307 | Stock | 28,550 | $1,060,905 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,709 | $1,006,237 | dollars as filed | |
| SPDR SER TR | 78464A359 | BBG CONV SEC ETF | 11,503 | $895,948 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 2,037 | $817,976 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 5,727 | $798,100 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 3,863 | $756,428 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 6,187 | $747,470 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 12,074 | $740,636 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 16,317 | $732,144 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,067 | $624,978 | dollars as filed | |
| TRUST FOR PRFSSNL ETF MANAGERS CONVERGENCE LONG/SHORT EQUITY | 89834G760 | ETF | 26,887 | $615,981 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,112 | $599,138 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,860 | $587,676 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 656 | $584,706 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 3,737 | $568,248 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 6,828 | $516,300 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 4,829 | $490,330 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 17,957 | $459,331 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 1,096 | $449,842 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 986 | $446,732 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 3,350 | $439,774 | dollars as filed | |
| PGIM | 69344A834 | MUTUAL FUNDS - | 8,587 | $439,654 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 2,452 | $437,611 | dollars as filed | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 6,057 | $428,264 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 8,151 | $358,221 | dollars as filed | |
| STRATEGY SHS | 86280R506 | NS 7HANDL IDX | 16,589 | $353,854 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 3,695 | $347,517 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,525 | $336,981 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C509 | ISHA US AWAR ETF | 5,207 | $333,535 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 6,562 | $331,174 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 3,581 | $314,799 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R308 | BUYWRIT INCM ETF | 13,138 | $305,713 | dollars as filed | |
| LEIDOS HOLDINGS INC COM | 525327102 | Stock | 2,074 | $298,835 | dollars as filed | |
| BIO RAD LABS INC | 090572207 | CL A | 906 | $297,630 | dollars as filed | |
| IES HOLDINGS INC | 44951W106 | COM | 1,338 | $268,884 | dollars as filed | |
| SERIES PORTFOLIOS TR | 81752T528 | ELDRIDGE BBB B | 9,339 | $251,679 | dollars as filed | |
| BLACKROCK ETF TRUST II | 092528108 | ISHARES HIGH YIE | 11,048 | $250,353 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P301 | MUNI HI INCM ETF | 5,173 | $249,818 | dollars as filed | |
| INVESCO MUNI OPPORTUNITY TRUST | 46132C107 | COM | 25,383 | $246,725 | dollars as filed | |
| VTI | 922908769 | COM | 804 | $232,888 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 931 | $229,853 | dollars as filed | |
| INVESCO MUNI INCOME OPP TRST | 46132X101 | COM | 38,618 | $227,846 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 932 | $225,674 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 5,998 | $222,631 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 2,018 | $222,507 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 7,888 | $219,842 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,119 | $207,185 | dollars as filed | |
| NUVEEN AMT FREE QLTY MUN INC | 670657105 | COM | 12,774 | $144,095 | dollars as filed | |
| RICHARDSON ELEC LTD | 763165107 | COMMON STOCK | 10,000 | $140,300 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001749914-25-000001 | this filing | 2025-01-06 | acceptance time not in the bulk data set |