Portfolio (Quarterly)
Guide ↗
Insight Wealth Strategies, LLC
· CIK 0001749914| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | — | FIRST TR EXCHANGE TRADED FD | — | 13,920.0 | $319K | 0.04% | +166.0 | +1.2% | $22.95 | — |
| 82 | DWMF | WISDOMTREE TR | — | 9,244.0 | $311K | 0.04% | +1K | +15.1% | $33.69 | +0.3% |
| 83 | VMO | INVESCO MUN OPPORTUNIT TR | Financial Services | 28,016.0 | $266K | 0.03% | +537.0 | +1.9% | $9.51 | -1.3% |
| 84 | OIA | INVESCO MUNI INCOME OPP TRST | Financial Services | 38,964.0 | $239K | 0.03% | +244.0 | +0.6% | $6.14 | -2.3% |
| 85 | DSI | ISHARES TR | — | 1,965.0 | $238K | 0.03% | +13.0 | +0.7% | $121.22 | +15.0% |
| 86 | LLY | ELI LILLY & CO | Healthcare | 258.0 | $237K | 0.03% | +16.0 | +6.6% | $919.77 | +7.4% |
| 87 | NEA | NUVEEN AMT FREE QLTY MUN INC | Financial Services | 13,946.0 | $157K | 0.02% | +161.0 | +1.2% | $11.23 | -0.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
30.5%
Energy
19.3%
Healthcare
13.4%
Financial Services
10.7%
Industrials
10.7%
Consumer Cyclical
5.2%
Communication Services
3.3%
Basic Materials
2.6%
Consumer Defensive
2.2%
Utilities
1.9%