Insight Wealth Strategies, LLC
New Buys
| Ticker | $ Bought |
|---|---|
| ISHARES TR | 7,429,520 |
| GENUINE PARTS CO | 1,480,560 |
| CARDINAL HEALTH INC | 1,476,750 |
| INTERACTIVE BROKERS GROUP IN | 1,307,080 |
| ALBEMARLE CORP | 1,146,100 |
| TRIPADVISOR INC | 1,123,550 |
| ATI INC | 1,113,930 |
| STEM INC | 1,108,800 |
New stocks bought by Insight Wealth Strategies, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ALPHABET INC | 1,941 |
| ISHARES TR | 1,612 |
| TESLA INC | 207 |
| INTEL CORP | 21.46 |
| SM ENERGY CO | 21.15 |
| ARCH RESOURCES INC | 18.85 |
| CHORD ENERGY CORPORATION | 11.99 |
| JPMORGAN CHASE & CO | 11.65 |
Additions to existing portfolio by Insight Wealth Strategies, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| VISA INC | -88.35 |
| ISHARES TR | -49.44 |
| OREILLY AUTOMOTIVE INC | -46.79 |
| BROADCOM INC | -45.75 |
| APPLE INC | -42.93 |
| LOWES COS INC | -27.14 |
| EXXON MOBIL CORP | -22.84 |
| ISHARES TR | -18.39 |
Insight Wealth Strategies, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| INVESCO EXCH TRADED FD TR II | -3,913,000 |
| R1 RCM INC | -1,897,000 |
| SYNCHRONY FINANCIAL | -1,188,000 |
| FIRSTENERGY CORP | -1,327,000 |
| SONOS INC | -530,000 |
| ROSS STORES INC | -1,513,000 |
| RIO TINTO PLC | -1,290,000 |
| INTEVAC INC | -97,000 |
Insight Wealth Strategies, LLC got rid off the above stocks
Current Stock Holdings of Insight Wealth Strategies, LLC
Last Reported on: 06 Jan, 2023| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.90 | 35,772 | 4,647,820 | REDUCED | -42.93 | |
| AAXJ | ISHARES TR | 5.12 | 867,873 | 26,496,100 | ADDED | 2.29 | |
| AAXJ | ISHARES TR | 4.86 | 341,724 | 25,161,100 | ADDED | 1.97 | |
| AAXJ | ISHARES TR | 4.02 | 224,048 | 20,780,400 | ADDED | 0.65 | |
| AAXJ | ISHARES TR | 0.55 | 26,863 | 2,834,560 | ADDED | 1.82 | |
| ABBV | ABBVIE INC | 0.04 | 1,322 | 213,726 | ADDED | 0.92 | |
| ABC | AMERISOURCEBERGEN CORP | 0.33 | 10,376 | 1,719,360 | ADDED | 2.47 | |
| ACWF | ISHARES TR | 0.14 | 14,563 | 728,147 | ADDED | 0.31 | |
| ACWF | ISHARES TR | 0.08 | 12,895 | 417,666 | REDUCED | -18.39 | |
| AGG | ISHARES TR | 4.56 | 223,610 | 23,575,200 | ADDED | 1.22 | |
| AGG | ISHARES TR | 3.48 | 169,026 | 17,991,200 | ADDED | 2.65 | |
| AGG | ISHARES TR | 2.00 | 109,566 | 10,369,300 | REDUCED | -8.13 | |
| AGG | ISHARES TR | 1.44 | 74,624 | 7,429,520 | NEW | ||
| AGG | ISHARES TR | 0.95 | 60,392 | 4,901,990 | REDUCED | -49.44 | |
| AGG | ISHARES TR | 0.71 | 38,214 | 3,660,100 | ADDED | 1,612 | |
| AGG | ISHARES TR | 0.10 | 6,419 | 523,304 | REDUCED | -13.73 | |
| AGG | ISHARES TR | 0.10 | 1,273 | 489,006 | REDUCED | -1.93 | |
| AGG | ISHARES TR | 0.09 | 3,626 | 437,244 | ADDED | 0.39 | |
| AGG | ISHARES TR | 0.07 | 6,356 | 371,838 | REDUCED | -11.95 | |
| AGG | ISHARES TR | 0.06 | 3,360 | 325,861 | REDUCED | -6.69 | |
| AGG | ISHARES TR | 0.05 | 4,219 | 276,912 | ADDED | 0.98 | |
| AGG | ISHARES TR | 0.05 | 1,220 | 261,337 | ADDED | 0.16 | |
| AGG | ISHARES TR | 0.04 | 2,229 | 224,733 | ADDED | 0.5 | |
| AJG | GALLAGHER ARTHUR J & CO | 0.37 | 10,194 | 1,922,030 | REDUCED | -2.07 | |
| ALB | ALBEMARLE CORP | 0.22 | 5,285 | 1,146,100 | NEW | ||
| ALZN | ALZAMEND NEURO INC | 0.00 | 10,000 | 5,649 | UNCHANGED | 0.00 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.18 | 14,634 | 947,844 | ADDED | 2.71 | |
| AMPS | ISHARES TR | 4.78 | 342,574 | 24,699,600 | REDUCED | -8.55 | |
| AMPS | ISHARES TR | 4.43 | 455,442 | 22,922,400 | ADDED | 0.7 | |
| AMPS | ISHARES TR | 4.24 | 344,477 | 21,903,600 | REDUCED | -6.36 | |
| AMT | AMERICAN TOWER CORP NEW | 0.26 | 6,432 | 1,362,680 | REDUCED | -0.56 | |
| AMZN | AMAZON COM INC | 0.42 | 25,620 | 2,152,080 | ADDED | 8.63 | |
| ANTX | ELEVANCE HEALTH INC | 0.26 | 2,665 | 1,366,900 | ADDED | 1.56 | |
| ARCH | ARCH RESOURCES INC | 0.31 | 11,101 | 1,585,100 | ADDED | 18.85 | |
| ATI | ATI INC | 0.22 | 37,305 | 1,113,930 | NEW | ||
| AVGO | BROADCOM INC | 0.37 | 3,434 | 1,920,320 | REDUCED | -45.75 | |
| AXP | AMERICAN EXPRESS CO | 0.27 | 9,296 | 1,373,480 | ADDED | 3.37 | |
| BAB | INVESCO EXCH TRADED FD TR II | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 4.34 | 349,283 | 22,472,900 | REDUCED | -11.54 | |
| BLMN | BLOOMIN BRANDS INC | 0.07 | 17,123 | 344,517 | NEW | ||
| BNDW | VANGUARD SCOTTSDALE FDS | 0.65 | 44,201 | 3,346,480 | ADDED | 1.49 | |
| BUZZ | VANECK ETF TRUST | 0.58 | 59,474 | 3,006,420 | REDUCED | -9.93 | |
| CAH | CARDINAL HEALTH INC | 0.28 | 19,211 | 1,476,750 | NEW | ||
| CHTR | CHARTER COMMUNICATIONS INC N | 0.10 | 1,501 | 508,853 | ADDED | 5.63 | |
| CMCSA | COMCAST CORP NEW | 0.40 | 59,794 | 2,091,010 | ADDED | 10.73 | |
| CNC | CENTENE CORP DEL | 0.37 | 23,411 | 1,919,900 | REDUCED | -9.51 | |
| CRM | SALESFORCE INC | 0.28 | 10,783 | 1,429,660 | ADDED | 4.72 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 2.08 | 137,662 | 10,734,900 | REDUCED | -8.31 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.95 | 107,868 | 4,933,900 | REDUCED | -4.03 | |
| CSGP | COSTAR GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CTRA | COTERRA ENERGY INC | 0.28 | 59,301 | 1,457,030 | REDUCED | -0.12 | |
| CVS | CVS HEALTH CORP | 0.29 | 16,001 | 1,491,150 | ADDED | 2.15 | |
| CVX | CHEVRON CORP NEW | 5.85 | 168,555 | 30,254,000 | REDUCED | -10.78 | |
| DE | DEERE & CO | 0.44 | 5,247 | 2,249,880 | ADDED | 0.85 | |
| DHI | D R HORTON INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DIOD | DIODES INC | 0.32 | 21,470 | 1,634,740 | ADDED | 2.74 | |
| DRI | DARDEN RESTAURANTS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DV | DOUBLEVERIFY HLDGS INC | 0.06 | 13,024 | 286,007 | NEW | ||
| DWMF | WISDOMTREE TR | 0.16 | 26,146 | 848,445 | REDUCED | -3.76 | |
| EMGF | ISHARES INC | 0.04 | 4,371 | 204,108 | REDUCED | -8.48 | |
| EQIX | EQUINIX INC | 0.44 | 3,511 | 2,300,070 | ADDED | 3.6 | |
| FCAL | FIRST TR EXCH TRADED FD III | 0.08 | 9,295 | 430,266 | ADDED | 6.12 | |
| FE | FIRSTENERGY CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FIS | FIDELITY NATL INFORMATION SV | 0.22 | 16,657 | 1,130,200 | ADDED | 4.2 | |
| FIVR | STRATEGY SHS | 0.06 | 14,520 | 284,294 | ADDED | 3.36 | |
| FMB | FIRST TR EXCH TRADED FD III | 0.29 | 29,709 | 1,488,730 | REDUCED | -14.12 | |
| FNDA | SCHWAB STRATEGIC TR | 0.08 | 5,253 | 396,798 | REDUCED | -18.11 | |
| FTNT | FORTINET INC | 0.13 | 13,412 | 655,713 | REDUCED | -2.64 | |
| GBIL | GOLDMAN SACHS ETF TR | 4.51 | 811,068 | 23,342,500 | REDUCED | -5.57 | |
| GILD | GILEAD SCIENCES INC | 0.42 | 25,516 | 2,190,580 | ADDED | 2.66 | |
| GOOG | ALPHABET INC | 0.36 | 21,009 | 1,853,610 | ADDED | 1,941 | |
| GPC | GENUINE PARTS CO | 0.29 | 8,533 | 1,480,560 | NEW | ||
| HCA | HCA HEALTHCARE INC | 0.38 | 8,123 | 1,949,290 | ADDED | 3.41 | |
| HD | HOME DEPOT INC | 0.35 | 5,794 | 1,829,960 | ADDED | 0.56 | |
| HIG | HARTFORD FINL SVCS GROUP INC | 0.24 | 16,136 | 1,223,560 | ADDED | 2.86 | |
| HON | HONEYWELL INTL INC | 0.29 | 7,052 | 1,511,300 | ADDED | 2.92 | |
| HPE | HEWLETT PACKARD ENTERPRISE C | 0.35 | 114,803 | 1,832,260 | ADDED | 5.52 | |
| HUBS | HUBSPOT INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IBCE | ISHARES TR | 4.60 | 162,893 | 23,771,000 | REDUCED | -3.04 | |
| IBCE | ISHARES TR | 3.55 | 161,045 | 18,352,700 | REDUCED | -7.78 | |
| IBCE | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IBKR | INTERACTIVE BROKERS GROUP IN | 0.25 | 18,066 | 1,307,080 | NEW | ||
| IDXX | IDEXX LABS INC | 0.21 | 2,669 | 1,089,010 | ADDED | 7.62 | |
| INTC | INTEL CORP | 0.19 | 37,436 | 989,425 | ADDED | 21.46 | |
| IVAC | INTEVAC INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| JPM | JPMORGAN CHASE & CO | 0.36 | 13,822 | 1,853,520 | ADDED | 11.65 | |
| KO | COCA COLA CO | 0.37 | 30,179 | 1,919,700 | ADDED | 0.18 | |
| LIN | LINDE PLC | 0.27 | 4,237 | 1,381,880 | ADDED | 2.07 | |
| LNTH | LANTHEUS HLDGS INC | 0.14 | 14,280 | 727,699 | NEW | ||
| LOW | LOWES COS INC | 0.04 | 1,125 | 224,227 | REDUCED | -27.14 | |
| LRCX | LAM RESEARCH CORP | 0.74 | 9,155 | 3,847,910 | ADDED | 4.12 | |
| MA | MASTERCARD INCORPORATED | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MCD | MCDONALDS CORP | 0.35 | 6,794 | 1,790,520 | ADDED | 0.37 | |
| MDT | MEDTRONIC PLC | 0.22 | 14,467 | 1,124,350 | ADDED | 5.18 | |
| MED | MEDIFAST INC | 0.04 | 1,867 | 215,378 | ADDED | 9.5 | |
| MLI | MUELLER INDS INC | 0.29 | 25,626 | 1,511,920 | REDUCED | -1.8 | |
| MLM | MARTIN MARIETTA MATLS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MRK | MERCK & CO INC | 0.46 | 21,415 | 2,376,040 | REDUCED | -3.81 | |
| MSFT | MICROSOFT CORP | 2.00 | 43,022 | 10,317,500 | ADDED | 1.82 | |
| NOC | NORTHROP GRUMMAN CORP | 0.27 | 2,588 | 1,412,110 | REDUCED | -2.19 | |
| NOG | NORTHERN OIL AND GAS INC MN | 0.06 | 10,599 | 326,661 | NEW | ||
| NOW | SERVICENOW INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NTAP | NETAPP INC | 0.27 | 23,259 | 1,396,930 | ADDED | 4.61 | |
| NVDA | NVIDIA CORPORATION | 0.21 | 7,477 | 1,092,680 | REDUCED | -14.44 | |
| NYCB | NEW YORK CMNTY BANCORP INC | 0.19 | 114,352 | 983,424 | ADDED | 4.52 | |
| OAS | CHORD ENERGY CORPORATION | 0.17 | 6,389 | 874,051 | ADDED | 11.99 | |
| ON | ON SEMICONDUCTOR CORP | 0.36 | 29,423 | 1,835,110 | ADDED | 0.58 | |
| ORI | OLD REP INTL CORP | 0.30 | 64,813 | 1,565,240 | ADDED | 7.1 | |
| ORLY | OREILLY AUTOMOTIVE INC | 0.27 | 1,674 | 1,413,080 | REDUCED | -46.79 | |
| PAYO | PAYONEER GLOBAL INC | 0.12 | 108,851 | 595,415 | NEW | ||
| PGR | PROGRESSIVE CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PXD | PIONEER NAT RES CO | 0.13 | 2,899 | 662,129 | NEW | ||
| PYPL | PAYPAL HLDGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| QCOM | QUALCOMM INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| QQQ | INVESCO QQQ TR | 0.20 | 3,792 | 1,009,840 | ADDED | 0.61 | |
| RCM | R1 RCM INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| RH | RH | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ROST | ROSS STORES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SBUX | STARBUCKS CORP | 0.18 | 9,242 | 916,763 | ADDED | 3.81 | |
| SCPL | SCIPLAY CORPORATION | 0.12 | 38,210 | 614,420 | ADDED | 4.9 | |
| SM | SM ENERGY CO | 0.24 | 36,285 | 1,263,790 | ADDED | 21.15 | |
| SONO | SONOS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SPGI | S&P GLOBAL INC | 0.36 | 5,536 | 1,854,100 | ADDED | 1.8 | |
| SPSC | SPS COMM INC | 0.27 | 11,025 | 1,415,890 | ADDED | 1.62 | |
| SPY | SPDR S&P 500 ETF TR | 0.29 | 3,878 | 1,482,980 | ADDED | 1.36 | |
| STEM | STEM INC | 0.21 | 124,027 | 1,108,800 | NEW | ||
| SYF | SYNCHRONY FINANCIAL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TDG | TRANSDIGM GROUP INC | 0.20 | 1,645 | 1,035,490 | ADDED | 2.88 | |
| TGT | TARGET CORP | 0.36 | 12,666 | 1,887,700 | ADDED | 11.02 | |
| TJX | TJX COS INC NEW | 0.08 | 5,319 | 423,394 | REDUCED | -1.04 | |
| TRIP | TRIPADVISOR INC | 0.22 | 62,489 | 1,123,550 | NEW | ||
| TSLA | TESLA INC | 0.06 | 2,684 | 330,615 | ADDED | 207 | |
| TXN | TEXAS INSTRS INC | 0.28 | 8,818 | 1,456,830 | ADDED | 2.7 | |
| UHS | UNIVERSAL HLTH SVCS INC | 0.36 | 13,350 | 1,880,940 | ADDED | 6.65 | |
| UNH | UNITEDHEALTH GROUP INC | 0.50 | 4,862 | 2,577,730 | REDUCED | -2.09 | |
| UNP | UNION PAC CORP | 0.28 | 6,946 | 1,438,410 | ADDED | 3.92 | |
| V | VISA INC | 0.08 | 1,992 | 413,767 | REDUCED | -88.35 | |
| VAL | VALARIS LIMITED | 0.08 | 6,305 | 426,344 | NEW | ||
| VIG | VANGUARD SPECIALIZED FUNDS | 0.06 | 1,956 | 297,026 | ADDED | 0.46 | |
| VIGI | VANGUARD WHITEHALL FDS | 4.45 | 330,800 | 23,033,600 | REDUCED | -5.82 | |
| VOO | VANGUARD INDEX FDS | 0.08 | 1,114 | 391,416 | ADDED | 10.74 | |
| VOO | VANGUARD INDEX FDS | 0.04 | 1,096 | 233,569 | UNCHANGED | 0.00 | |
| VRRM | VERRA MOBILITY CORP | 0.20 | 73,777 | 1,020,330 | NEW | ||
| VTEB | VANGUARD MUN BD FDS | 0.37 | 38,500 | 1,905,370 | ADDED | 7.43 | |
| WDAY | WORKDAY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WDFC | WD 40 CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WEC | WEC ENERGY GROUP INC | 0.07 | 4,031 | 377,954 | NEW | ||
| WM | WASTE MGMT INC DEL | 0.33 | 10,860 | 1,703,730 | REDUCED | -13.57 | |
| WMT | WALMART INC | 0.22 | 8,102 | 1,148,850 | ADDED | 2.31 | |
| WRK | WESTROCK CO | 0.22 | 32,060 | 1,127,230 | ADDED | 6.39 | |
| XLB | SELECT SECTOR SPDR TR | 0.06 | 3,691 | 322,872 | ADDED | 3.1 | |
| XOM | EXXON MOBIL CORP | 0.30 | 14,040 | 1,548,590 | REDUCED | -22.84 | |
| XPEL | XPEL INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ZION | ZIONS BANCORPORATION N A | 0.23 | 24,689 | 1,213,730 | ADDED | 3.53 | |
| ZTS | ZOETIS INC | 0.38 | 13,280 | 1,946,120 | ADDED | 2.33 | |
| INVESCO MUNI INCOME OPP TRST | 0.04 | 36,971 | 230,697 | REDUCED | -12.62 | ||
| BLACKROCK MUNIYILD QULT FD I | 0.04 | 19,073 | 221,247 | ADDED | 3.13 | ||
| CIA ENERGETICA DE MINAS GERA | 0.01 | 31,139 | 63,212 | ADDED | 0.83 | ||
| RIO TINTO PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |