Portfolio (Quarterly)
Guide ↗
Insight Wealth Strategies, LLC
· CIK 0001749914| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | DSI | ISHARES TR | — | 1,952.0 | $251K | 0.03% | NEW | — | $128.81 | +9.7% |
| 162 | KO | COCA COLA CO | Consumer Defensive | 3,584.0 | $251K | 0.03% | NEW | — | $69.91 | +16.6% |
| 163 | OIA | INVESCO MUNI INCOME OPP TRST | Financial Services | 38,720.0 | $233K | 0.03% | NEW | — | $6.01 | +0.0% |
| 164 | IWD | ISHARES TR | — | 1,105.0 | $232K | 0.03% | NEW | — | $210.35 | +12.3% |
| 165 | XLF | SELECT SECTOR SPDR TR | — | 4,243.0 | $232K | 0.03% | NEW | — | $54.77 | -5.2% |
| 166 | LNG | CHENIERE ENERGY INC | Energy | 1,182.0 | $230K | 0.03% | NEW | — | $194.41 | +23.9% |
| 167 | USXF | ISHARES TR | — | 3,668.0 | $211K | 0.02% | NEW | — | $57.58 | +15.2% |
| 168 | VLUE | ISHARES TR | — | 1,482.0 | $203K | 0.02% | NEW | — | $136.71 | +37.0% |
| 169 | NEA | NUVEEN AMT FREE QLTY MUN INC | Financial Services | 13,785.0 | $160K | 0.02% | NEW | — | $11.63 | -2.8% |
| 170 | RELL | RICHARDSON ELECTRS LTD | Technology | 10,000.0 | $109K | 0.01% | NEW | — | $10.88 | +61.3% |
| 171 | PAYO | PAYONEER GLOBAL INC | Technology | 19,348.0 | $109K | 0.01% | NEW | — | $5.62 | -12.1% |
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
32.0%
Energy
15.9%
Healthcare
14.4%
Industrials
11.6%
Financial Services
11.3%
Consumer Cyclical
5.3%
Communication Services
3.8%
Consumer Defensive
2.0%
Basic Materials
1.9%
Utilities
1.9%