Portfolio (Quarterly)
Guide ↗
Insight Wealth Strategies, LLC
· CIK 0001749914| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | NVDA CALL | NVIDIA CORPORATION | Technology | 1,000.0 | $198K | 0.02% | NEW | — | $197.58 | +11.5% |
| 182 | RELL | RICHARDSON ELECTRS LTD | Technology | 10,000.0 | $188K | 0.02% | — | — | $18.77 | +0.3% |
| 183 | NEA | NUVEEN AMT FREE QLTY MUN INC | Financial Services | 11,746.0 | $137K | 0.01% | -2K | -15.8% | $11.70 | -3.5% |
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
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%