Portfolio (Quarterly)
Guide ↗
Insight Wealth Strategies, LLC
· CIK 0001749914| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | GE | GE AEROSPACE | Industrials | 1,248.0 | $354K | 0.04% | +35.0 | +2.9% | $283.76 | +5.2% |
| 142 | IESC | IES HOLDINGS INC | Industrials | 739.0 | $352K | 0.04% | — | — | $476.47 | +36.7% |
| 143 | IPKW | INVESCO EXCH TRADED FD TR II | — | 6,237.0 | $351K | 0.04% | +735.0 | +13.4% | $56.26 | +4.7% |
| 144 | EFV | ISHARES TR | — | 4,547.0 | $338K | 0.04% | NEW | — | $74.35 | +5.7% |
| 145 | IWM | ISHARES TR | — | 1,345.0 | $334K | 0.04% | -200.0 | -12.9% | $248.07 | +12.3% |
| 146 | VEA | VANGUARD TAX-MANAGED FDS | — | 5,152.0 | $330K | 0.04% | +604.0 | +13.3% | $64.08 | +9.2% |
| 147 | GLD | SPDR GOLD TR | Financial Services | 764.0 | $329K | 0.04% | — | — | $430.29 | -3.3% |
| 148 | PEP | PEPSICO INC | Consumer Defensive | 2,116.0 | $329K | 0.04% | -15.0 | -0.7% | $155.29 | -3.4% |
| 149 | — | FIRST TR EXCHANGE TRADED FD | — | 13,920.0 | $319K | 0.04% | +166.0 | +1.2% | $22.95 | — |
| 150 | FLJP | FRANKLIN TEMPLETON ETF TR | — | 8,754.0 | $317K | 0.04% | — | — | $36.18 | +7.5% |
| 151 | DWMF | WISDOMTREE TR | — | 9,244.0 | $311K | 0.04% | +1K | +15.1% | $33.69 | -0.0% |
| 152 | JAAA | JANUS DETROIT STR TR | — | 6,122.0 | $308K | 0.03% | -714.0 | -10.4% | $50.37 | +0.6% |
| 153 | — | ISHARES TR | — | 6,617.0 | $306K | 0.03% | -3K | -33.4% | $46.23 | — |
| 154 | BAC | BANK AMERICA CORP | Financial Services | 6,260.0 | $305K | 0.03% | — | — | $48.75 | +5.3% |
| 155 | MLI | MUELLER INDS INC | Industrials | 2,518.0 | $279K | 0.03% | — | — | $110.81 | +20.6% |
| 156 | WTIP | WISDOMTREE TR | — | 7,244.0 | $273K | 0.03% | NEW | — | $37.70 | +3.8% |
| 157 | KO | COCA COLA CO | Consumer Defensive | 3,587.0 | $273K | 0.03% | — | — | $76.05 | +8.1% |
| 158 | IEFA | ISHARES TR | — | 3,009.0 | $272K | 0.03% | — | — | $90.52 | +6.7% |
| 159 | VMO | INVESCO MUN OPPORTUNIT TR | Financial Services | 28,016.0 | $266K | 0.03% | +537.0 | +1.9% | $9.51 | -0.3% |
| 160 | LOW | LOWES COS INC | Consumer Cyclical | 1,087.0 | $257K | 0.03% | -164.0 | -13.1% | $236.38 | -7.0% |
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%