Insight Wealth Strategies, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 7, 2024), Insight Wealth Strategies, LLC reported 159 stock positions worth $759.2 million. Its top holding was iShares MSCI USA Min Vol Fac (USMV) at 4.1% of the portfolio, followed by Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 3.9%) and Chevron (CVX, 3.9%). Compared with Q2 2024, it opened 17 new positions, sold out of 15, added to 99 and reduced 35. The biggest buy was iShares MBS ETF (MBB, shares +565%) and the biggest sale iShares MSCI USA Momentum Fa (MTUM, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- SAN RAMON, CA
- CIK
- 0001749914
- Portfolio Value
- $759.2M (Q3 2024)
- SEC Filing
- 0001749914-24-000005 ↗ filed Oct 7, 2024
Holdings Value
Holdings 159 stocks · $759.2M
| USMV iShares MSCI USA Min Vol Fac | 4.08% | 339,326 | $31.0M | Add +10.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 3.92% | 263,337 | $29.8M | Reduce -0.6% |
| CVX Chevron Corp. | 3.88% | 199,923 | $29.4M | Add +0.5% |
| VIGI Vanguard Int Div App Indx FD | 3.57% | 307,404 | $27.1M | Reduce -0.3% |
| GSIE Goldman Sachs Activebeta Int | 3.56% | 746,251 | $27.0M | Add +0.9% |
| QUAL iShares MSCI USA Quality Fac | 3.55% | 150,242 | $26.9M | Add +0.1% |
| MBB iShares MBS ETF | 3.40% | 269,706 | $25.8M | Add +565.4% |
| VCLT Vanguard Long-Term Corp. Bond | 3.30% | 308,745 | $25.1M | Add +44.5% |
| TLT iShares 20+ Year Treasury BD | 3.25% | 251,914 | $24.7M | Add +17.7% |
| IEF iShares 7-10 Year Treasury B | 3.25% | 251,539 | $24.7M | Add +34.9% |
| PFF iShares Preferred & Income S | 3.00% | 685,279 | $22.8M | Reduce -29.6% |
| LVHI Franklin International Low V | 2.40% | 585,938 | $18.2M | Add +33.8% |
| JAAA Janus Henderson Aaa Clo ETF | 1.93% | 288,707 | $14.7M | Reduce -13.7% |
| AAPL Apple Inc. | 1.78% | 57,954 | $13.5M | Reduce -1.4% |
| SHY iShares 1-3 Year Treasury Bo | 1.66% | 151,717 | $12.6M | Add +45.5% |
| IJR iShares Core S&P Small-Cap E | 1.64% | 106,325 | $12.4M | Add +1.2% |
| VYM Vanguard High DVD Yield ETF | 1.59% | 94,229 | $12.1M | New |
| XLI SS Industrial Select Sector | 1.55% | 86,630 | $11.7M | Add +0.9% |
| AVUV Avantis US Small Cap Value | 1.52% | 119,978 | $11.5M | Add +1.1% |
| FLTR Vaneck Ig Floating Rate ETF | 1.42% | 424,029 | $10.8M | Reduce -46.1% |
| XLF SS Financial Select Sector | 1.27% | 213,333 | $9.7M | Add +1.6% |
| TIP iShares Tips Bond ETF | 1.21% | 83,175 | $9.2M | Reduce -33.1% |
| XLV SS Health Care Select Sector | 1.17% | 57,495 | $8.9M | New |
| XOP SS SPDR S&P Og Exp & Prod | 1.08% | 62,326 | $8.2M | Add +11.5% |
| LRCX Lam Research Corp. | 0.89% | 8,270 | $6.7M | Add +3.2% |
| EWJ iShares MSCI Japan ETF | 0.89% | 94,013 | $6.7M | Add +0.7% |
| XLP SS Consumer Staples Sel Sect | 0.88% | 80,501 | $6.7M | New |
| SYY Sysco Corp. | 0.85% | 82,426 | $6.4M | Add +3.6% |
| FYLD Cambria Foreign Shareholder | 0.75% | 204,453 | $5.7M | Add +3.4% |
| PDD PDD Holdings Inc. | 0.75% | 41,974 | $5.7M | Add +57.2% |
| XSVM Invesco S&P Smallcap Value W | 0.72% | 99,983 | $5.5M | Reduce -0.2% |
| HYDB iShares High Yield Systemati | 0.70% | 110,976 | $5.3M | Add +58.8% |
| AXP American Express Co. | 0.70% | 19,636 | $5.3M | Add +1.0% |
| MSI Motorola Solutions Inc. | 0.68% | 11,456 | $5.2M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.68% | 27,546 | $5.1M | Add +1.3% |
| AVGO Broadcom Inc. | 0.67% | 29,675 | $5.1M | Add +0.5% |
| MSFT Microsoft Corp. | 0.67% | 11,807 | $5.1M | Add +0.7% |
| MCO Moody's Corp. | 0.64% | 10,167 | $4.8M | Add +0.4% |
| HYD Vaneck High Yield Muni ETF | 0.63% | 90,497 | $4.8M | Add +10.1% |
| SHW The Sherwin-Williams Co. | 0.63% | 12,493 | $4.8M | Add +0.5% |
| HD Home Depot Inc. | 0.62% | 11,594 | $4.7M | Add +2.2% |
| CTAS Cintas Corp. | 0.58% | 21,486 | $4.4M | Add +2.1% |
| MELI MercadoLibre Inc. | 0.57% | 2,115 | $4.3M | Reduce -8.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.57% | 4,176 | $4.3M | Add +4.0% |
| HUBB Hubbell Inc. | 0.56% | 9,872 | $4.2M | New |
| KLAC KLA Corp. | 0.56% | 5,448 | $4.2M | Add +2.6% |
| MUB iShares National Muni Bond E | 0.55% | 38,639 | $4.2M | Add +11.4% |
| FLOT iShares Floating Rate Bond E | 0.55% | 81,258 | $4.1M | Add +12.1% |
| AMGN Amgen Inc. | 0.54% | 12,733 | $4.1M | Add +2.8% |
| NVDA Nvidia Corp. | 0.53% | 32,943 | $4.0M | Reduce -1.1% |
| MOH Molina Healthcare Inc. | 0.53% | 11,573 | $4.0M | Add +65.6% |
| HSY The Hershey Co. | 0.52% | 20,704 | $4.0M | Add +94.0% |
| CDW CDW Corp. | 0.52% | 17,497 | $4.0M | Add +3.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.52% | 76,523 | $3.9M | Add +13.2% |
| GOOGL Alphabet Inc. Class A | 0.51% | 23,189 | $3.8M | Add +1.7% |
| CSGP Costar Group Inc. | 0.50% | 50,183 | $3.8M | New |
| MCK McKesson Corp. | 0.49% | 7,589 | $3.8M | Add +4.7% |
| UNH Unitedhealth Group Inc. | 0.49% | 6,392 | $3.7M | Add +0.8% |
| ACN Accenture PLC Class A | 0.48% | 10,338 | $3.7M | Add +35.3% |
| TFLO iShares Treasury Floating Ra | 0.47% | 71,190 | $3.6M | Reduce -68.7% |
| EMB iShares JP Morgan Usd Emergi | 0.47% | 37,981 | $3.6M | Add +0.3% |
| RGA Reinsurance Group of America | 0.47% | 16,285 | $3.5M | New |
| FLS Flowserve Corp. | 0.45% | 66,693 | $3.4M | New |
| JNK SS SPDR BB High Yield Bond | 0.45% | 34,908 | $3.4M | Add +0.8% |
| PCAR Paccar Inc. | 0.42% | 32,105 | $3.2M | Add +73.2% |
| PLTR Palantir Technologies Inc. Class A | 0.42% | 85,001 | $3.2M | Reduce -12.2% |
| LW Lamb Weston Holdings Inc. | 0.39% | 45,538 | $2.9M | Add +6.5% |
| ACGL Arch Capital Group Ltd. | 0.38% | 25,538 | $2.9M | Add +1.7% |
| HCA HCA Healthcare Inc. | 0.37% | 6,885 | $2.8M | Reduce -1.6% |
| BRO Brown & Brown Inc. | 0.37% | 26,999 | $2.8M | Reduce -3.2% |
| TGT Target Corp. | 0.36% | 17,404 | $2.7M | Add +4.1% |
| MLI Mueller Industries Inc. | 0.36% | 36,499 | $2.7M | Reduce -14.8% |
| ATI Ati Inc. | 0.35% | 39,977 | $2.7M | Reduce -12.0% |
| JPM JPMorgan Chase & Co. | 0.34% | 12,404 | $2.6M | Add +1.4% |
| FIS Fidelity National Info Serv | 0.34% | 31,201 | $2.6M | Add +1.3% |
| IBKR Interactive Brokers Gro Class A | 0.34% | 18,686 | $2.6M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 4,520 | $2.6M | Add +2.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.34% | 9,164 | $2.6M | Add +0.6% |
| ICE Intercontinental Exchange Inc. | 0.34% | 15,885 | $2.6M | Add +0.9% |
| AMT American Tower Corp. | 0.33% | 10,840 | $2.5M | Add +1.8% |
| PAYO Payoneer Global Inc. | 0.33% | 331,167 | $2.5M | Reduce -8.8% |
| ORI Old Republic Intl Corp. | 0.33% | 70,052 | $2.5M | Add +1.7% |
| CAT Caterpillar Inc. | 0.32% | 6,249 | $2.4M | Add +2.0% |
| NTAP Netapp Inc. | 0.32% | 19,660 | $2.4M | Reduce -1.1% |
| ORCL Oracle Corp. | 0.32% | 14,042 | $2.4M | Add +0.0% |
| WM Waste Management Inc. | 0.31% | 11,249 | $2.3M | Add +2.1% |
| TXN Texas Instruments Inc. | 0.31% | 11,266 | $2.3M | Add +1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 4,759 | $2.3M | No change |
| UNP Union Pacific Corp. | 0.30% | 9,172 | $2.3M | Add +2.8% |
| JBL Jabil Inc. | 0.29% | 18,301 | $2.2M | Add +4.6% |
| BLBD Blue Bird Corp. | 0.29% | 45,385 | $2.2M | New |
| CAH Cardinal Health Inc. | 0.28% | 19,483 | $2.2M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 0.28% | 12,869 | $2.2M | Add +155.4% |
| WMT Walmart Inc. | 0.27% | 25,573 | $2.1M | Reduce -0.5% |
| SW Smurfit Westrock PLC | 0.27% | 41,494 | $2.1M | New |
| FERG Ferguson Enterprises Inc. | 0.27% | 10,291 | $2.0M | Add +2.1% |
| COR Cencora Inc. | 0.27% | 9,017 | $2.0M | Add +2.3% |
| FMB First Trust Managed Municipa | 0.26% | 37,903 | $2.0M | Add +7.4% |
| INGR Ingredion Inc. | 0.26% | 14,298 | $2.0M | Add +1.3% |
| SM SM Energy Co. | 0.25% | 48,283 | $1.9M | Add +3.8% |
Portfolio Sells Q2 2024 → Q3 2024
| MTUM iShares MSCI USA Momentum Fa | Reduce -95.5% | 0.16% | −3.58 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -46.1% | 1.42% | −1.43 |
| PFF iShares Preferred & Income S | Reduce -29.6% | 3.00% | −1.37 |
| TFLO iShares Treasury Floating Ra | Reduce -68.7% | 0.47% | −1.16 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.97 |
| TIP iShares Tips Bond ETF | Reduce -33.1% | 1.21% | −0.68 |
| IWY iShares Russell Top 200 Grow | Sold out | 0.00% | −0.62 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -13.7% | 1.93% | −0.49 |
| VRRM Verra Mobility Corp. | Sold out | 0.00% | −0.36 |
| HPE Hewlett Packard Enterprise | Sold out | 0.00% | −0.35 |
| TJX TJX Companies Inc. | Reduce -76.6% | 0.10% | −0.33 |
| DIOD Diodes Inc. | Sold out | 0.00% | −0.32 |
| DE Deere & Co. | Sold out | 0.00% | −0.29 |
| ON On Semiconductor | Sold out | 0.00% | −0.29 |
| WRK Westrock Co. | Sold out | 0.00% | −0.29 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.22 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.21 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.19 |
| FLR Fluor Corp. | Sold out | 0.00% | −0.17 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.6% | 3.92% | −0.12 |
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −0.11 |
| NVDA Nvidia Corp. | Reduce -1.1% | 0.53% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -28.3% | 0.10% | −0.05 |
| NTAP Netapp Inc. | Reduce -1.1% | 0.32% | −0.04 |
| FMHI First Trust Municipal High I | Reduce -51.9% | 0.03% | −0.04 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.03 |
| XSVM Invesco S&P Smallcap Value W | Reduce -0.2% | 0.72% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -1.6% | 0.23% | −0.02 |
| HNDL Nasdaq 7 Handl Index ETF | Reduce -20.0% | 0.05% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -4.9% | 0.17% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -5.9% | 0.06% | −0.01 |
| ATI Ati Inc. | Reduce -12.0% | 0.35% | −0.01 |
| FBND Fidelity Total Bond ETF | Reduce -2.3% | 0.09% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.4% | 0.13% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -11.3% | 0.03% | −0.00 |
| NTSX Wisdomtree US Efficient Core | Reduce -1.5% | 0.18% | −0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -4.2% | 0.07% | −0.00 |
| TELL Tellurian Inc. | Sold out | 0.00% | −0.00 |
| DGRO iShares Core Dividend Growth | Reduce -0.2% | 0.10% | +0.00 |
| VIGI Vanguard Int Div App Indx FD | Reduce -0.3% | 3.57% | +0.01 |
| MLI Mueller Industries Inc. | Reduce -14.8% | 0.36% | +0.01 |
| BRO Brown & Brown Inc. | Reduce -3.2% | 0.37% | +0.01 |
| TSLA Tesla Inc. | Reduce -2.7% | 0.09% | +0.02 |
| AAPL Apple Inc. | Reduce -1.4% | 1.78% | +0.02 |
| WMT Walmart Inc. | Reduce -0.5% | 0.27% | +0.02 |
| MELI MercadoLibre Inc. | Reduce -8.1% | 0.57% | +0.03 |
| PAYO Payoneer Global Inc. | Reduce -8.8% | 0.33% | +0.04 |
| MSI Motorola Solutions Inc. | Reduce -0.4% | 0.68% | +0.05 |
| HCA HCA Healthcare Inc. | Reduce -1.6% | 0.37% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Reduce -12.2% | 0.42% | +0.07 |
Portfolio Buys Q2 2024 → Q3 2024
| MBB iShares MBS ETF | Add +565.4% | 3.40% | +2.87 |
| VYM Vanguard High DVD Yield ETF | New | 1.59% | +1.59 |
| XLV SS Health Care Select Sector | New | 1.17% | +1.17 |
| VCLT Vanguard Long-Term Corp. Bond | Add +44.5% | 3.30% | +1.00 |
| XLP SS Consumer Staples Sel Sect | New | 0.88% | +0.88 |
| IEF iShares 7-10 Year Treasury B | Add +34.9% | 3.25% | +0.77 |
| HUBB Hubbell Inc. | New | 0.56% | +0.56 |
| LVHI Franklin International Low V | Add +33.8% | 2.40% | +0.55 |
| CSGP Costar Group Inc. | New | 0.50% | +0.50 |
| RGA Reinsurance Group of America | New | 0.47% | +0.47 |
| TLT iShares 20+ Year Treasury BD | Add +17.7% | 3.25% | +0.46 |
| FLS Flowserve Corp. | New | 0.45% | +0.45 |
| SHY iShares 1-3 Year Treasury Bo | Add +45.5% | 1.66% | +0.45 |
| USMV iShares MSCI USA Min Vol Fac | Add +10.2% | 4.08% | +0.40 |
| BLBD Blue Bird Corp. | New | 0.29% | +0.29 |
| SW Smurfit Westrock PLC | New | 0.27% | +0.27 |
| HSY The Hershey Co. | Add +94.0% | 0.52% | +0.24 |
| HYDB iShares High Yield Systemati | Add +58.8% | 0.70% | +0.24 |
| PDD PDD Holdings Inc. | Add +57.2% | 0.75% | +0.24 |
| MOH Molina Healthcare Inc. | Add +65.6% | 0.53% | +0.23 |
| GOOG Alphabet Inc. Class C | Add +155.4% | 0.28% | +0.15 |
| ACN Accenture PLC Class A | Add +35.3% | 0.48% | +0.15 |
| PCAR Paccar Inc. | Add +73.2% | 0.42% | +0.15 |
| SHW The Sherwin-Williams Co. | Add +0.5% | 0.63% | +0.10 |
| PEP Pepsico Inc. | New | 0.08% | +0.08 |
| HD Home Depot Inc. | Add +2.2% | 0.62% | +0.06 |
| AXP American Express Co. | Add +1.0% | 0.70% | +0.06 |
| CTAS Cintas Corp. | Add +2.1% | 0.58% | +0.06 |
| XLI SS Industrial Select Sector | Add +0.9% | 1.55% | +0.06 |
| GWW WW Grainger Inc. | Add +4.0% | 0.57% | +0.06 |
| FTNT Fortinet Inc. | Add +5.2% | 0.24% | +0.05 |
| XLF SS Financial Select Sector | Add +1.6% | 1.27% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +1.2% | 1.64% | +0.04 |
| BAC Bank of America Corp. | New | 0.04% | +0.04 |
| SYY Sysco Corp. | Add +3.6% | 0.85% | +0.04 |
| AMT American Tower Corp. | Add +1.8% | 0.33% | +0.04 |
| IESC Ies Holdings Inc. | New | 0.04% | +0.04 |
| ORCL Oracle Corp. | Add +0.0% | 0.32% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +13.2% | 0.52% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +0.8% | 0.49% | +0.03 |
| CAT Caterpillar Inc. | Add +2.0% | 0.32% | +0.03 |
| ICE Intercontinental Exchange Inc. | Add +0.9% | 0.34% | +0.03 |
| MCO Moody's Corp. | Add +0.4% | 0.64% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.03% | +0.03 |
| INGR Ingredion Inc. | Add +1.3% | 0.26% | +0.03 |
| HYD Vaneck High Yield Muni ETF | Add +10.1% | 0.63% | +0.03 |
| IWD iShares Russell 1000 Value E | New | 0.03% | +0.03 |
| MUB iShares National Muni Bond E | Add +11.4% | 0.55% | +0.03 |
| GE General Electric | New | 0.03% | +0.03 |
| KO The Coca-Cola Co. | New | 0.03% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 182 | $1.0B | PAAA, SPMO, DYNF, VCLT, VLUE |
| Q1 2026 | 177 | $895.7M | CVX, GSIE, DYNF, LQD, VCLT |
| Q4 2025 | 171 | $872.1M | CVX, LQD, VCLT, TLT, GSIE |
| Q3 2025 | 171 | $848.7M | CVX, VCLT, PFF, TLT, SPMO |
| Q2 2025 | 171 | $791.7M | CVX, VCLT, PFF, GSIE, TLT |
| Q1 2025 | 158 | $742.7M | CVX, VCLT, TLT, GSIE, IEF |
| Q4 2024 | 152 | $745.7M | USMV, CVX, LQD, MBB, QUAL |
| Q3 2024 | 159 | $759.2M | USMV, LQD, CVX, VIGI, GSIE |
| Q2 2024 | 157 | $702.8M | CVX, PFF, LQD, MTUM, USMV |
| Q1 2024 | 159 | $681.2M | PFF, CVX, LQD, MTUM, USMV |