Portfolio (Quarterly)
Guide ↗
Insight Wealth Strategies, LLC
· CIK 0001749914| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XLC | SELECT SECTOR SPDR TR | — | 108,862 | $12.8M | 1.47% | SOLD |
| 2 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 17,459 | $4.5M | 0.52% | SOLD |
| 3 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 49,937 | $4.2M | 0.48% | SOLD |
| 4 | INTU | INTUIT | Technology | 6,355 | $4.2M | 0.48% | SOLD |
| 5 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 1,034 | $278K | 0.03% | SOLD |
| 6 | CLOZ | SERIES PORTFOLIOS TR | — | 10,091 | $267K | 0.03% | SOLD |
| 7 | NEAR | ISHARES U S ETF TR | — | 5,150 | $263K | 0.03% | SOLD |
| 8 | SHYM | BLACKROCK ETF TRUST II | — | 11,558 | $257K | 0.03% | SOLD |
| 9 | LNG | CHENIERE ENERGY INC | Energy | 1,182 | $230K | 0.03% | SOLD |
| 10 | USXF | ISHARES TR | — | 3,668 | $211K | 0.02% | SOLD |
| 11 | PAYO | PAYONEER GLOBAL INC | Technology | 19,348 | $109K | 0.01% | SOLD |
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%