Portfolio (Quarterly)
Guide ↗
Insight Wealth Strategies, LLC
· CIK 0001749914| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IGLB | ISHARES TR | — | 495,996 | $24.6M | 2.75% | SOLD |
| 2 | JMBS | JANUS DETROIT STR TR | — | 453,389 | $20.5M | 2.29% | SOLD |
| 3 | PGHY | INVESCO EXCH TRADED FD TR II | — | 831,758 | $16.1M | 1.80% | SOLD |
| 4 | TUA | SIMPLIFY EXCHANGE TRADED FUN | — | 666,189 | $14.1M | 1.57% | SOLD |
| 5 | XLV | SELECT SECTOR SPDR TR | — | 85,647 | $12.6M | 1.40% | SOLD |
| 6 | JBBB | JANUS DETROIT STR TR | — | 173,270 | $8.1M | 0.90% | SOLD |
| 7 | MCO | MOODYS CORP | Financial Services | 13,532 | $5.9M | 0.66% | SOLD |
| 8 | ABT | ABBOTT LABORATORIES | Healthcare | 52,944 | $5.4M | 0.61% | SOLD |
| 9 | XPRO | EXPRO GROUP HOLDINGS NV | Energy | 270,449 | $4.7M | 0.53% | SOLD |
| 10 | VISN | VISTANCE NETWORKS INC | Technology | 247,626 | $4.5M | 0.50% | SOLD |
| 11 | VRSK | VERISK ANALYTICS INC | Industrials | 21,423 | $4.1M | 0.45% | SOLD |
| 12 | KR | KROGER CO | Consumer Defensive | 56,125 | $4.1M | 0.45% | SOLD |
| 13 | — | BLOCK INC | — | 67,044 | $4.0M | 0.45% | SOLD |
| 14 | IDXX | IDEXX LABS INC | Healthcare | 6,781 | $3.8M | 0.42% | SOLD |
| 15 | ACN | ACCENTURE PLC IRELAND | Technology | 18,848 | $3.7M | 0.42% | SOLD |
| 16 | CTAS | CINTAS CORP | Industrials | 19,428 | $3.3M | 0.37% | SOLD |
| 17 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 21,545 | $2.9M | 0.33% | SOLD |
| 18 | EMB | ISHARES TR | — | 26,848 | $2.5M | 0.28% | SOLD |
| 19 | JNK | SPDR SERIES TRUST | — | 25,855 | $2.5M | 0.28% | SOLD |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | — | 2,362 | $508K | 0.06% | SOLD |
Sector Allocation
Technology
42.2%
Healthcare
14.0%
Energy
12.3%
Industrials
9.8%
Financial Services
7.5%
Consumer Cyclical
5.7%
Communication Services
3.4%
Basic Materials
3.1%
Utilities
1.7%
Consumer Defensive
0.3%