Insight Wealth Strategies, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 8, 2024), Insight Wealth Strategies, LLC reported 157 stock positions worth $702.8 million. Its top holding was Chevron (CVX) at 4.4% of the portfolio, followed by iShares Preferred & Income S (PFF, 4.4%) and Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 4.0%). Compared with Q1 2024, it opened 11 new positions, sold out of 13, added to 118 and reduced 22. The biggest buy was a new position in iShares Treasury Floating Ra (TFLO) and the biggest sale an exit from Ishr Ibx Usd Hiyld CB ETF-Ui (HYG).

Most Recent 13F
Q2 2026
Location
SAN RAMON, CA
CIK
0001749914
Portfolio Value
$702.8M (Q2 2024)
SEC Filing
0001749914-24-000004 ↗ filed Jul 8, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $681.2M Q1 2024 Q2 2024: $702.8M $702.8M Q2 2024 Q3 2024: $759.2M Q3 2024 Q4 2024: $745.7M Q4 2024 Q1 2025: $742.7M Q1 2025 Q2 2025: $791.7M Q2 2025 Q3 2025: $848.7M Q3 2025 Q4 2025: $872.1M Q4 2025 Q1 2026: $895.7M Q1 2026 Q2 2026: $1.0B Q2 2026

Holdings 157 stocks · $702.8M
CVX Chevron Corp. 4.43% 198,850 $31.1M Add +6.5%
PFF iShares Preferred & Income S 4.37% 973,190 $30.7M Add +1.4%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 4.04% 264,891 $28.4M Add +3.6%
MTUM iShares MSCI USA Momentum Fa 3.74% 135,028 $26.3M Add +1.2%
USMV iShares MSCI USA Min Vol Fac 3.68% 307,893 $25.9M Add +4.2%
QUAL iShares MSCI USA Quality Fac 3.65% 150,040 $25.6M Add +2.2%
VIGI Vanguard Int Div App Indx FD 3.57% 308,377 $25.1M Add +5.9%
GSIE Goldman Sachs Activebeta Int 3.54% 739,750 $24.9M Add +4.2%
FLTR Vaneck Ig Floating Rate ETF 2.85% 786,589 $20.1M Add +0.6%
TLT iShares 20+ Year Treasury BD 2.80% 214,076 $19.6M Add +3.5%
IEF iShares 7-10 Year Treasury B 2.48% 186,423 $17.5M Add +3.9%
JAAA Janus Henderson Aaa Clo ETF 2.42% 334,626 $17.0M Add +27.3%
VCLT Vanguard Long-Term Corp. Bond 2.31% 213,725 $16.2M Add +2.5%
TIP iShares Tips Bond ETF 1.89% 124,413 $13.3M Add +1.8%
LVHI Franklin International Low V 1.85% 437,817 $13.0M Add +3.0%
AAPL Apple Inc. 1.76% 58,801 $12.4M Reduce -2.3%
TFLO iShares Treasury Floating Ra 1.64% 227,083 $11.5M New
IJR iShares Core S&P Small-Cap E 1.59% 105,088 $11.2M Add +4.7%
AVUV Avantis US Small Cap Value 1.51% 118,676 $10.6M Add +2.5%
XLI SS Industrial Select Sector 1.49% 85,857 $10.5M Add +71.1%
XLF SS Financial Select Sector 1.23% 210,078 $8.6M New
LRCX Lam Research Corp. 1.21% 8,017 $8.5M Add +1.4%
SHY iShares 1-3 Year Treasury Bo 1.21% 104,247 $8.5M Add +4.9%
XOP SS SPDR S&P Og Exp & Prod 1.16% 55,888 $8.1M Add +0.3%
XLC SS Comm Select Sector SPDR 0.97% 79,626 $6.8M Reduce -2.4%
EWJ iShares MSCI Japan ETF 0.91% 93,385 $6.4M Add +7.1%
SYY Sysco Corp. 0.81% 79,534 $5.7M Add +6.5%
AMZN Amazon.com Inc. 0.75% 27,199 $5.3M Add +0.2%
XSVM Invesco S&P Smallcap Value W 0.75% 100,153 $5.2M Add +2.5%
MSFT Microsoft Corp. 0.75% 11,726 $5.2M Add +0.7%
FYLD Cambria Foreign Shareholder 0.74% 197,740 $5.2M Add +0.7%
AVGO Broadcom Inc. 0.67% 2,953 $4.7M Reduce -0.0%
AXP American Express Co. 0.64% 19,447 $4.5M Add +2.1%
MSI Motorola Solutions Inc. 0.63% 11,501 $4.4M Add +3.4%
IWY iShares Russell Top 200 Grow 0.62% 20,427 $4.4M New
KLAC KLA Corp. 0.62% 5,312 $4.4M Add +7.4%
MCO Moody's Corp. 0.61% 10,127 $4.3M Add +5.5%
HYD Vaneck High Yield Muni ETF 0.60% 82,200 $4.2M Add +7.0%
MCK McKesson Corp. 0.60% 7,248 $4.2M Add +79.1%
GOOGL Alphabet Inc. Class A 0.59% 22,804 $4.2M Reduce -3.4%
NVDA Nvidia Corp. 0.59% 33,323 $4.1M Reduce -20.6%
HD Home Depot Inc. 0.56% 11,347 $3.9M Add +9.2%
AMGN Amgen Inc. 0.55% 12,387 $3.9M New
CDW CDW Corp. 0.54% 16,956 $3.8M Add +10.1%
MELI MercadoLibre Inc. 0.54% 2,302 $3.8M New
MBB iShares MBS ETF 0.53% 40,535 $3.7M Add +9.9%
SHW The Sherwin-Williams Co. 0.53% 12,433 $3.7M Add +9.0%
FLOT iShares Floating Rate Bond E 0.53% 72,484 $3.7M Add +8.8%
MUB iShares National Muni Bond E 0.53% 34,691 $3.7M Add +9.0%
CTAS Cintas Corp. 0.52% 5,260 $3.7M New
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.52% 4,014 $3.6M Add +10.7%
LW Lamb Weston Holdings Inc. 0.51% 42,763 $3.6M Add +12.8%
PDD PDD Holdings Inc. 0.51% 26,701 $3.5M New
VTEB Vanguard Tax-Exempt Bond ETF 0.48% 67,604 $3.4M Add +9.6%
EMB iShares JP Morgan Usd Emergi 0.48% 37,881 $3.4M Reduce -0.4%
JNK SS SPDR BB High Yield Bond 0.46% 34,647 $3.3M Add +0.1%
HYDB iShares High Yield Systemati 0.46% 69,901 $3.2M Add +0.9%
UNH Unitedhealth Group Inc. 0.46% 6,342 $3.2M Add +2.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.43% 27,619 $3.0M Add +3.2%
NTAP Netapp Inc. 0.36% 19,887 $2.6M Reduce -9.0%
ACGL Arch Capital Group Ltd. 0.36% 25,108 $2.5M Add +0.2%
VRRM Verra Mobility Corp. 0.36% 92,906 $2.5M Reduce -0.7%
ATI Ati Inc. 0.36% 45,414 $2.5M Reduce -3.2%
BRO Brown & Brown Inc. 0.35% 27,893 $2.5M Add +1.2%
TGT Target Corp. 0.35% 16,723 $2.5M Reduce -2.2%
JPM JPMorgan Chase & Co. 0.35% 12,238 $2.5M Add +1.7%
PLTR Palantir Technologies Inc. Class A 0.35% 96,846 $2.5M Add +2.1%
HPE Hewlett Packard Enterprise 0.35% 115,853 $2.5M Reduce -6.3%
MLI Mueller Industries Inc. 0.35% 42,815 $2.4M Add +0.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.34% 4,405 $2.4M Add +2.7%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.34% 9,111 $2.4M Add +3.7%
WM Waste Management Inc. 0.33% 11,017 $2.4M Add +1.6%
FIS Fidelity National Info Serv 0.33% 30,802 $2.3M Add +2.1%
ACN Accenture PLC Class A 0.33% 7,639 $2.3M Add +38.3%
QQQ Invesco QQQ Trust Series 1 0.32% 4,759 $2.3M Reduce -2.9%
IBKR Interactive Brokers Gro Class A 0.32% 18,561 $2.3M Reduce -0.0%
DIOD Diodes Inc. 0.32% 31,618 $2.3M Add +2.0%
HCA HCA Healthcare Inc. 0.32% 6,999 $2.2M Add +1.6%
ICE Intercontinental Exchange Inc. 0.31% 15,746 $2.2M Add +3.1%
TXN Texas Instruments Inc. 0.31% 11,069 $2.2M Add +2.4%
ORI Old Republic Intl Corp. 0.30% 68,907 $2.1M Add +2.2%
MOH Molina Healthcare Inc. 0.30% 6,989 $2.1M Add +43.0%
DE Deere & Co. 0.29% 5,542 $2.1M Add +4.3%
AMT American Tower Corp. 0.29% 10,646 $2.1M Add +7.3%
ON On Semiconductor 0.29% 30,180 $2.1M Add +8.0%
CAT Caterpillar Inc. 0.29% 6,124 $2.0M Add +5.2%
WRK Westrock Co. 0.29% 40,414 $2.0M Reduce -1.9%
UNP Union Pacific Corp. 0.29% 8,924 $2.0M Add +4.2%
PAYO Payoneer Global Inc. 0.29% 363,091 $2.0M Add +1.8%
SM SM Energy Co. 0.29% 46,499 $2.0M Add +6.5%
COR Cencora Inc. 0.28% 8,815 $2.0M Add +2.5%
ORCL Oracle Corp. 0.28% 14,036 $2.0M Add +3.3%
CHRD Chord Energy Corp. 0.28% 11,764 $2.0M Add +2.4%
HSY The Hershey Co. 0.28% 10,670 $2.0M Add +5.9%
FERG Ferguson Jersey Ltd. 0.28% 10,083 $2.0M Add +4.5%
PCAR Paccar Inc. 0.27% 18,534 $1.9M Add +7.3%
JBL Jabil Inc. 0.27% 17,498 $1.9M Add +5.4%
CAH Cardinal Health Inc. 0.27% 19,118 $1.9M Add +5.8%
HON Honeywell International Inc. 0.26% 8,658 $1.8M Add +4.7%
FMB First Trust Managed Municipa 0.26% 35,282 $1.8M Add +5.5%
XOM Exxon Mobil Corp. 0.25% 15,302 $1.8M Add +1.7%
WMT Walmart Inc. 0.25% 25,709 $1.7M Add +1.1%
LIN Linde PLC 0.24% 3,862 $1.7M Add +3.2%
ELV Elevance Health Inc. 0.23% 3,021 $1.6M Add +2.6%
INGR Ingredion Inc. 0.23% 14,113 $1.6M Add +2.8%
AMD Advanced Micro Devices 0.22% 9,508 $1.5M Add +3.7%
HIG Hartford Insurance Group Inc. 0.21% 14,906 $1.5M Add +0.9%
DG Dollar General Corp. 0.21% 11,226 $1.5M Add +5.3%
IDXX Idexx Laboratories Inc. 0.20% 2,948 $1.4M Add +5.9%
FTNT Fortinet Inc. 0.19% 22,661 $1.4M Add +3.6%
TDG Transdigm Group Inc. 0.19% 1,027 $1.3M Reduce -2.8%
NTSX Wisdomtree US Efficient Core 0.18% 29,227 $1.3M Add +2.4%
VOO Vanguard S&P 500 ETF 0.18% 2,529 $1.3M Add +7.3%
FLR Fluor Corp. 0.17% 28,052 $1.2M Add +2.1%
IWF iShares Russell 1000 Growth 0.15% 2,893 $1.1M Add +12.3%
NOG Northern Oil and Gas Inc. 0.14% 27,197 $1.0M Add +2.7%
IVV iShares Core S&P 500 ETF 0.13% 1,699 $930K Add +15.3%
GOOG Alphabet Inc. Class C 0.13% 5,038 $924K Add +1.7%
CWB SS SPDR BB Conv Sec ETF 0.12% 11,318 $816K Reduce -1.2%
FOUR SHIFT4 Payments Inc. Class A 0.11% 10,737 $788K Add +7.4%
IUSG iShares Core S&P U.S. Growth 0.11% 5,889 $751K Add +0.1%
DGRO iShares Core Dividend Growth 0.10% 12,110 $698K Reduce -2.5%
FBND Fidelity Total Bond ETF 0.10% 14,897 $669K Add +3.0%
VIG Vanguard Dividend Apprec ETF 0.09% 3,635 $664K Add +20.7%
BRK.A Berkshire Hathaway Inc. Class A 0.09% 1 $612K No change
TSLA Tesla Inc. 0.08% 2,805 $555K Add +3.9%
VAL Valaris Ltd. 0.08% 7,445 $555K Add +4.6%
VGT Vanguard Info Tech ETF 0.08% 948 $547K New
META Meta Platforms Inc. Class A 0.08% 1,049 $529K Add +10.7%
FMHI First Trust Municipal High I 0.07% 10,726 $518K Add +0.6%
EFA iShares MSCI Eafe ETF 0.07% 6,432 $504K Add +5.7%
IVW iShares S&P 500 Growth ETF 0.07% 5,420 $502K Add +1.3%
V Visa Inc. Class A 0.07% 1,805 $474K Add +1.8%
HYMB SS SPDR N Ice HY Muni ETF 0.06% 17,712 $451K Add +0.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.06% 1,184 $443K Add +4.1%
EFAV iShares MSCI Eafe Min Vol Fa 0.06% 6,351 $440K Reduce -7.8%
NFLX Netflix Inc. 0.06% 644 $435K Add +16.7%
HNDL Nasdaq 7 Handl Index ETF filed as STRATEGY SHS 0.06% 20,396 $431K Add +1.3%
DVY iShares Select Dividend ETF 0.06% 3,301 $399K Reduce -1.6%
WEC WEC Energy Group Inc. 0.05% 4,267 $335K Add +1.0%
TRGP Targa Resources Corp. 0.04% 2,442 $314K No change
SDY SS SPDR S&P Dividend ETF 0.04% 2,419 $308K New
IWM iShares Russell 2000 ETF 0.04% 1,516 $308K Add +0.9%
LCTU iShares U.S. Carbon Transiti 0.04% 5,178 $308K Add +2.7%
SPYG SS SPDR P S&P 500 Growth ETF 0.04% 3,569 $286K Add +0.2%
IQLT iShares MSCI International Q 0.04% 6,633 $259K Reduce -10.3%
LDOS Leidos Holdings Inc. 0.04% 1,745 $255K Add +0.2%
MQY BlackRock Muniyield Quality 0.04% 20,487 $252K Add +1.5%
BIO Bio-Rad Laboratories-A 0.04% 906 $247K No change
OIA Invesco Municipal Income Opp 0.03% 38,183 $242K Add +0.6%
SMH Vaneck Semiconductor ETF 0.03% 928 $242K No change
SCHG Schwab US Large-Cap Growth 0.03% 2,223 $224K No change
DSI iShares ESG MSCI KLD 400 ETF 0.03% 2,006 $208K New
VTI VG Morningstar TS MKT ETF-US 0.03% 775 $207K Reduce -8.5%
LLY Eli Lilly & Co. 0.03% 222 $201K New
LOW Lowe's Cos Inc. 0.03% 911 $201K Reduce -7.3%
TELL Tellurian Inc. 0.00% 10,000 $7K No change

Portfolio Sells Q1 2024 → Q2 2024
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Sold out 0.00% −2.23
KIE SS SPDR S&P Insurance ETF Sold out 0.00% −1.29
XLV SS Health Care Select Sector Sold out 0.00% −1.22
FISV Fiserv Inc. Sold out 0.00% −0.42
UNM Unum Group Sold out 0.00% −0.33
DV Doubleverify Holdings Inc. Sold out 0.00% −0.32
CNC Centene Corp. Sold out 0.00% −0.31
PFGC Performance Food Group Co. Sold out 0.00% −0.28
TRIP Tripadvisor Inc. Sold out 0.00% −0.25
ZETA Zeta Global Holdings Corp. Class A Sold out 0.00% −0.25
PXD Pioneer Natural Resources Co. Sold out 0.00% −0.15
TGT Target Corp. Reduce -2.2% 0.35% −0.09
BAC Bank of America Corp. Sold out 0.00% −0.04
CSCO Cisco Systems Inc. Sold out 0.00% −0.03
EMB iShares JP Morgan Usd Emergi Reduce -0.4% 0.48% −0.02
WRK Westrock Co. Reduce -1.9% 0.29% −0.01
EFAV iShares MSCI Eafe Min Vol Fa Reduce -7.8% 0.06% −0.01
LOW Lowe's Cos Inc. Reduce -7.3% 0.03% −0.01
XLC SS Comm Select Sector SPDR Reduce -2.4% 0.97% −0.01
CWB SS SPDR BB Conv Sec ETF Reduce -1.2% 0.12% −0.01
DGRO iShares Core Dividend Growth Reduce -2.5% 0.10% −0.01
IQLT iShares MSCI International Q Reduce -10.3% 0.04% −0.01
TDG Transdigm Group Inc. Reduce -2.8% 0.19% −0.00
DVY iShares Select Dividend ETF Reduce -1.6% 0.06% −0.00
VTI VG Morningstar TS MKT ETF-US Reduce -8.5% 0.03% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -2.9% 0.32% +0.01
ATI Ati Inc. Reduce -3.2% 0.36% +0.01
VRRM Verra Mobility Corp. Reduce -0.7% 0.36% +0.02
IBKR Interactive Brokers Gro Class A Reduce -0.0% 0.32% +0.02
HPE Hewlett Packard Enterprise Reduce -6.3% 0.35% +0.03
NTAP Netapp Inc. Reduce -9.0% 0.36% +0.03
NVDA Nvidia Corp. Reduce -20.6% 0.59% +0.03
GOOGL Alphabet Inc. Class A Reduce -3.4% 0.59% +0.07
AVGO Broadcom Inc. Reduce -0.0% 0.67% +0.10
AAPL Apple Inc. Reduce -2.3% 1.76% +0.25

Portfolio Buys Q1 2024 → Q2 2024
TFLO iShares Treasury Floating Ra New 1.64% +1.64
XLF SS Financial Select Sector New 1.23% +1.23
IWY iShares Russell Top 200 Grow New 0.62% +0.62
XLI SS Industrial Select Sector Add +71.1% 1.49% +0.56
AMGN Amgen Inc. New 0.55% +0.55
MELI MercadoLibre Inc. New 0.54% +0.54
CTAS Cintas Corp. New 0.52% +0.52
PDD PDD Holdings Inc. New 0.51% +0.51
JAAA Janus Henderson Aaa Clo ETF Add +27.3% 2.42% +0.46
MCK McKesson Corp. Add +79.1% 0.60% +0.28
KLAC KLA Corp. Add +7.4% 0.62% +0.12
QUAL iShares MSCI USA Quality Fac Add +2.2% 3.65% +0.10
CVX Chevron Corp. Add +6.5% 4.43% +0.10
LRCX Lam Research Corp. Add +1.4% 1.21% +0.09
VIGI Vanguard Int Div App Indx FD Add +5.9% 3.57% +0.08
VGT Vanguard Info Tech ETF New 0.08% +0.08
MTUM iShares MSCI USA Momentum Fa Add +1.2% 3.74% +0.07
MCO Moody's Corp. Add +5.5% 0.61% +0.05
USMV iShares MSCI USA Min Vol Fac Add +4.2% 3.68% +0.05
MSI Motorola Solutions Inc. Add +3.4% 0.63% +0.05
ACN Accenture PLC Class A Add +38.3% 0.33% +0.05
SDY SS SPDR S&P Dividend ETF New 0.04% +0.04
TJX TJX Companies Inc. Add +3.2% 0.43% +0.03
PAYO Payoneer Global Inc. Add +1.8% 0.29% +0.03
ORCL Oracle Corp. Add +3.3% 0.28% +0.03
TXN Texas Instruments Inc. Add +2.4% 0.31% +0.03
DSI iShares ESG MSCI KLD 400 ETF New 0.03% +0.03
AMZN Amazon.com Inc. Add +0.2% 0.75% +0.03
MBB iShares MBS ETF Add +9.9% 0.53% +0.03
LLY Eli Lilly & Co. New 0.03% +0.03
PLTR Palantir Technologies Inc. Class A Add +2.1% 0.35% +0.03
FLOT iShares Floating Rate Bond E Add +8.8% 0.53% +0.03
MSFT Microsoft Corp. Add +0.7% 0.75% +0.03
VTEB Vanguard Tax-Exempt Bond ETF Add +9.6% 0.48% +0.02
MUB iShares National Muni Bond E Add +9.0% 0.53% +0.02
WMT Walmart Inc. Add +1.1% 0.25% +0.02
IWF iShares Russell 1000 Growth Add +12.3% 0.15% +0.02
GOOG Alphabet Inc. Class C Add +1.7% 0.13% +0.02
ACGL Arch Capital Group Ltd. Add +0.2% 0.36% +0.02
IVV iShares Core S&P 500 ETF Add +15.3% 0.13% +0.02
SHY iShares 1-3 Year Treasury Bo Add +4.9% 1.21% +0.02
FOUR SHIFT4 Payments Inc. Class A Add +7.4% 0.11% +0.02
HYD Vaneck High Yield Muni ETF Add +7.0% 0.60% +0.01
HON Honeywell International Inc. Add +4.7% 0.26% +0.01
AJG Arthur J Gallagher & Co. Add +3.7% 0.34% +0.01
VIG Vanguard Dividend Apprec ETF Add +20.7% 0.09% +0.01
VOO Vanguard S&P 500 ETF Add +7.3% 0.18% +0.01
NFLX Netflix Inc. Add +16.7% 0.06% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +2.7% 0.34% +0.01
UNH Unitedhealth Group Inc. Add +2.6% 0.46% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 182$1.0BPAAA, SPMO, DYNF, VCLT, VLUE
Q1 2026 177$895.7MCVX, GSIE, DYNF, LQD, VCLT
Q4 2025 171$872.1MCVX, LQD, VCLT, TLT, GSIE
Q3 2025 171$848.7MCVX, VCLT, PFF, TLT, SPMO
Q2 2025 171$791.7MCVX, VCLT, PFF, GSIE, TLT
Q1 2025 158$742.7MCVX, VCLT, TLT, GSIE, IEF
Q4 2024 152$745.7MUSMV, CVX, LQD, MBB, QUAL
Q3 2024 159$759.2MUSMV, LQD, CVX, VIGI, GSIE
Q2 2024 157$702.8MCVX, PFF, LQD, MTUM, USMV
Q1 2024 159$681.2MPFF, CVX, LQD, MTUM, USMV