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 | EFAV | ISHARES TR | — | 4,180.0 | $365K | 0.04% | +43.0 | +1.0% | $87.23 | +6.5% |
| 142 | IPKW | INVESCO EXCH TRADED FD TR II | — | 6,452.0 | $364K | 0.04% | +215.0 | +3.5% | $56.46 | +6.9% |
| 143 | — | ISHARES TR | — | 7,331.0 | $363K | 0.04% | -227K | -96.9% | $49.54 | — |
| 144 | AXP | AMERICAN EXPRESS CO | Financial Services | 1,029.0 | $358K | 0.04% | -22K | -95.5% | $348.01 | -11.2% |
| 145 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 383.0 | $354K | 0.04% | +171.0 | +80.7% | $924.08 | -0.1% |
| 146 | FLJP | FRANKLIN TEMPLETON ETF TR | — | 8,754.0 | $348K | 0.03% | — | — | $39.81 | +4.6% |
| 147 | VXF | VANGUARD INDEX FDS | — | 1,407.0 | $345K | 0.03% | NEW | — | $244.91 | -4.0% |
| 148 | BAC | BANK OF AMER CORP | Financial Services | 5,799.0 | $338K | 0.03% | -461.0 | -7.4% | $58.36 | -2.8% |
| 149 | — | FIRST TR EXCHANGE TRADED FD | — | 14,083.0 | $334K | 0.03% | +163.0 | +1.2% | $23.71 | — |
| 150 | DWMF | WISDOMTREE TR | — | 9,714.0 | $328K | 0.03% | +470.0 | +5.1% | $33.72 | -0.2% |
| 151 | LLY | ELI LILLY & CO | Healthcare | 273.0 | $325K | 0.03% | +15.0 | +5.8% | $1191.74 | -0.7% |
| 152 | — | ISHARES TR | — | 6,621.0 | $324K | 0.03% | — | — | $48.99 | — |
| 153 | CSCO | CISCO SYS INC | Technology | 2,615.0 | $306K | 0.03% | NEW | — | $117.01 | -8.8% |
| 154 | KO | COCA COLA CO | Consumer Defensive | 3,696.0 | $300K | 0.03% | +109.0 | +3.0% | $81.28 | +8.0% |
| 155 | EMLC | VANECK ETF TRUST | — | 11,850.0 | $300K | 0.03% | -322K | -96.5% | $25.35 | -1.5% |
| 156 | ACWX | ISHARES TR | — | 3,878.0 | $291K | 0.03% | NEW | — | $74.99 | +2.5% |
| 157 | IEFA | ISHARES TR | — | 3,015.0 | $290K | 0.03% | — | — | $96.09 | +2.5% |
| 158 | MLI | MUELLER INDS INC | Industrials | 5,044.0 | $290K | 0.03% | +3K | +100.3% | $57.42 | +5.4% |
| 159 | MCK | MCKESSON CORP | Healthcare | 374.0 | $287K | 0.03% | -5K | -93.5% | $767.63 | +12.9% |
| 160 | WMT | WALMART INC | Consumer Defensive | 2,603.0 | $283K | 0.03% | -17K | -86.7% | $108.83 | -0.8% |
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
42.7%
Healthcare
14.1%
Energy
12.5%
Industrials
9.9%
Financial Services
7.6%
Consumer Cyclical
5.8%
Basic Materials
3.2%
Communication Services
2.2%
Utilities
1.7%
Consumer Defensive
0.3%