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CIK: 0001749914
Total reported value
$1.0B
$1.0B
159 檔
14.1%
During the Q3 2024 filing period, Insight Wealth Strategies, LLC (CIK: 0001749914) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 159 reported positions.
Insight Wealth Strategies, LLC executed strategic sector rebalancing during Q3 2024, establishing 10 new positions while fully exiting 12 holdings and trimming 9 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.08% | -0.03% | +10.21% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.92% | -2.60% | -0.59% | |
| 3 | CVX | Chevron CORP | Stock-Energy | 3.88% | -1.28% | +0.54% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.57% | -0.01% | -0.32% | |
| 5 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.56% | -2.86% | +0.88% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.55% | -1.39% | +0.13% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 3.40% | -0.03% | +565.37% | |
| 8 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.30% | +0.04% | +44.46% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.25% | +2.37% | +17.68% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.25% | -0.03% | +34.93% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-Other | 3.00% | -0.30% | -29.58% | |
| 12 | LVHI | Franklin International Low V | ETF-Other | 2.40% | -0.15% | +33.83% | |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.93% | -0.01% | -13.72% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.78% | +0.07% | -1.44% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.66% | — | +45.54% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.64% | +0.01% | +1.18% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.59% | -0.01% | — | |
| 18 | XLI | Ss Industrial Select Sector | ETF-Other | 1.55% | — | +0.90% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.52% | — | +1.10% | |
| 20 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 1.42% | +2.76% | NEW | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 1.27% | -0.02% | EXIT | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.21% | — | -33.15% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 1.17% | -1.40% | EXIT | |
| 24 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 1.08% | — | +11.52% | |
| 25 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.89% | — | +3.16% | |
| 26 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.89% | — | +0.67% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.88% | — | — | |
| 28 | SYY | Sysco CORP | Stock-Consumer Staples | 0.85% | — | +3.64% | |
| 29 | FYLD | Cambria Foreign Shareholder | ETF-Other | 0.75% | — | +3.39% | |
| 30 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.75% | — | +57.20% | |
| 31 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.72% | — | -0.17% | |
| 32 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.70% | — | +58.76% | |
| 33 | AXP | American Express Co | Stock-Financials | 0.70% | -0.74% | +0.97% | |
| 34 | MSI | Motorola Solutions Inc | Stock-Tech | 0.68% | +0.03% | -0.39% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.05% | +1.28% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | -0.03% | +904.91% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.02% | +0.69% | |
| 38 | MCO | Moody's CORP | Stock-Financials | 0.64% | -0.66% | EXIT | |
| 39 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.63% | -0.02% | +10.09% | |
| 40 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.63% | — | +0.48% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | +0.15% | +2.18% | |
| 42 | CTAS | Cintas CORP | Stock-Industrials | 0.58% | -0.37% | EXIT | |
| 43 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.57% | — | -8.12% | |
| 44 | GWW | Ww Grainger Inc | Stock-Industrials | 0.57% | +0.06% | +4.04% | |
| 45 | HUBB | Hubbell Inc | Stock-Industrials | 0.56% | — | — | |
| 46 | KLAC | Kla CORP | Stock-Tech | 0.56% | +0.29% | +2.56% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.55% | -0.03% | +11.38% | |
| 48 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.55% | -0.03% | +12.10% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.54% | — | +2.79% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | +0.15% | -1.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MBB | Ishares Mbs ETF | +2.9% | +565.37% | Add |
| 2 | VYM | Vanguard High Dvd Yield ETF | +1.6% | NEW | New buy |
| 3 | XLV | Ss Health Care Select Sector | +1.2% | NEW | New buy |
| 4 | VCLT | Vanguard Long-term CORP Bond | +1% | +44.46% | Add |
| 5 | XLP | Ss Consumer Staples Sel Sect | +0.9% | NEW | New buy |
| 6 | IEF | Ishares 7-10 Year Treasury B | +0.8% | +34.93% | Add |
| 7 | HUBB | Hubbell Inc | +0.6% | NEW | New buy |
| 8 | LVHI | Franklin International Low V | +0.6% | +33.83% | Add |
| 9 | CSGP | Costar Group Inc | +0.5% | NEW | New buy |
| 10 | RGA | Reinsurance Group Of America | +0.5% | NEW | New buy |
| 11 | TLT | Ishares 20+ Year Treasury Bd | +0.5% | +17.68% | Add |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | +0.5% | +45.54% | Add |
| 13 | FLS | Flowserve CORP | +0.5% | NEW | New buy |
| 14 | USMV | Ishares Msci USA Min Vol Fac | +0.4% | +10.21% | Add |
| 15 | BLBD | Blue Bird CORP | +0.3% | NEW | New buy |
| 16 | SW | Smurfit Westrock Plc | +0.3% | NEW | New buy |
| 17 | FERG | Ferguson Enterprises Inc | +0.3% | NEW | New buy |
| 18 | PDD | Pdd Holdings Inc | +0.2% | +57.20% | Add |
| 19 | HYDB | Ishares High Yield Systemati | +0.2% | +58.76% | Add |
| 20 | HSY | Hershey Co/the | +0.2% | +94.04% | Add |
| 21 | MOH | Molina Healthcare Inc | +0.2% | +65.59% | Add |
| 22 | ACN | Accenture plc | +0.2% | +35.33% | Add |
| 23 | PCAR | Paccar Inc | +0.2% | +73.22% | Add |
| 24 | GOOG | Alphabet Inc-cl C | +0.2% | +155.44% | Add |
| 25 | XLI | Ss Industrial Select Sector | +0.1% | +0.90% | Add |
| 26 | GSIE | Goldman Sachs Activebeta Int | 0% | +0.88% | Add |
| 27 | VIGI | Vanguard Int Div App Indx Fd | — | -0.32% | Trim |
| 28 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +0.13% | Add |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -0.59% | Trim |
| 30 | TDG | Transdigm Group Inc | -0.2% | EXIT | Sold out |
| 31 | DG | Dollar General CORP | -0.2% | EXIT | Sold out |
| 32 | AMD | Advanced Micro Devices | -0.2% | EXIT | Sold out |
| 33 | FERG | Ferguson Enterprises Inc. | -0.3% | EXIT | Sold out |
| 34 | DE | Deere & Co | -0.3% | EXIT | Sold out |
| 35 | ON | On Semiconductor | -0.3% | EXIT | Sold out |
| 36 | WRKUSD | Westrock Co | -0.3% | EXIT | Sold out |
| 37 | DIOD | Diodes Inc | -0.3% | EXIT | Sold out |
| 38 | LRCXEUR | Lam Research CORP | -0.3% | +3.16% | Add |
| 39 | TJX | Tjx Companies Inc | -0.3% | -76.58% | Trim |
| 40 | HPE | Hewlett Packard Enterprise | -0.4% | EXIT | Sold out |
| 41 | VRRM | Verra Mobility CORP | -0.4% | EXIT | Sold out |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | -0.5% | -13.72% | Trim |
| 43 | CVX | Chevron CORP | -0.6% | +0.54% | Add |
| 44 | IWY | Ishares Russell Top 200 Grow | -0.6% | EXIT | Sold out |
| 45 | TIP | Ishares Tips Bond ETF | -0.7% | -33.15% | Trim |
| 46 | XLC | Ss Comm Select Sector Spdr | -1% | EXIT | Sold out |
| 47 | TFLO | Ishares Treasury Floating Ra | -1.2% | -68.65% | Trim |
| 48 | PFF | Ishares Preferred & Income S | -1.4% | -29.58% | Trim |
| 49 | FLTR | Vaneck Ig Floating Rate ETF | -1.4% | -46.09% | Trim |
| 50 | MTUM | Ishares Msci USA Momentum Fa | -3.6% | -95.45% | Trim |
According to official SEC Form 13F filings, Insight Wealth Strategies, LLC reported a total U.S. public equity portfolio value of $1.0B across 159 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including USMV, LQD, CVX) accounted for 14.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
VYM
市值: $12.1M
Top Position Liquidated / Trimmed
XLC
前期市值: $6.8M
During Q3 2024, Insight Wealth Strategies, LLC's top holdings by market value included USMV (4.1%)、LQD (3.9%)、CVX (3.9%). The largest single position, USMV, represented 4.1% of total portfolio value.
In Q3 2024, Insight Wealth Strategies, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 19 positions, trimming 9 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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