Portfolio (Quarterly)
Guide ↗
Insight Wealth Strategies, LLC
· CIK 0001749914| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | PEP | PEPSICO INC | Consumer Defensive | 2,116.0 | $329K | 0.04% | -15.0 | -0.7% | $155.29 | -4.0% |
| 42 | JAAA | JANUS DETROIT STR TR | — | 6,122.0 | $308K | 0.03% | -714.0 | -10.4% | $50.37 | +0.5% |
| 43 | — | ISHARES TR | — | 6,617.0 | $306K | 0.03% | -3K | -33.4% | $46.23 | — |
| 44 | LOW | LOWES COS INC | Consumer Cyclical | 1,087.0 | $257K | 0.03% | -164.0 | -13.1% | $236.38 | -7.8% |
| 45 | SPYG | SPDR SERIES TRUST | — | 2,289.0 | $224K | 0.03% | -604.0 | -20.9% | $97.90 | +18.9% |
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%