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| Name: |
Insight Wealth Strategies LLC |
| City: |
San Ramon |
| State: |
CA |
| Zip: |
94583 |
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data |
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| Holdings
Found :
32 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
LVHI |
Legg Mason International Lo... |
16 |
New |
$0.00 |
$12,665,000 |
425,272 |
1.86% |
12,665,000 |
425,272 |
0.473 |
N/A |
|
|
XLV |
SPDR Select Sector Health |
22 |
New |
$143.59 |
$8,287,000 |
56,098 |
1.22% |
8,287,000 |
56,098 |
0.003 |
Closed - End Fund - E... |
|
|
XLI |
SPDR Industrial Sector |
26 |
New |
$125.68 |
$6,322,000 |
50,187 |
0.93% |
6,322,000 |
50,187 |
0.003 |
Closed - End Fund - E... |
|
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EWJ |
iShares MSCI-Japan |
27 |
New |
$67.95 |
$6,222,000 |
87,209 |
0.91% |
6,222,000 |
87,209 |
0.049 |
Closed - End Fund - E... |
|
|
SYY |
SYSCO Corp |
28 |
New |
$76.17 |
$6,062,000 |
74,668 |
0.89% |
6,062,000 |
74,668 |
0.015 |
Food Wholesale |
|
|
LW |
Lamb Weston Holdings, Inc. |
34 |
New |
$85.16 |
$4,039,000 |
37,917 |
0.59% |
4,039,000 |
37,917 |
0.026 |
N/A |
|
|
SHW |
Sherwin Williams Co |
37 |
New |
$320.86 |
$3,962,000 |
11,406 |
0.58% |
3,962,000 |
11,406 |
0.004 |
General Building Mate... |
|
|
MSI |
Motorola Inc |
38 |
New |
$362.85 |
$3,949,000 |
11,124 |
0.58% |
3,949,000 |
11,124 |
0.007 |
Communication Equipment |
|
|
CDW |
Cdw Corp |
39 |
New |
$222.46 |
$3,940,000 |
15,403 |
0.58% |
3,940,000 |
15,403 |
0.011 |
Catalog & Mail Order ... |
|
|
MCO |
Moodys Corp |
42 |
New |
$400.35 |
$3,771,000 |
9,595 |
0.55% |
3,771,000 |
9,595 |
0.005 |
Business Services |
|
|
GWW |
WW Grainger Inc |
43 |
New |
$958.68 |
$3,690,000 |
3,627 |
0.54% |
3,690,000 |
3,627 |
0.007 |
Electronics Wholesale |
|
|
KLAC |
KLA-Tencor Corp |
45 |
New |
$718.27 |
$3,455,000 |
4,946 |
0.51% |
3,455,000 |
4,946 |
0.003 |
Semiconductor Equipme... |
|
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JNK |
Spdr Lehman Hyb Etf |
50 |
New |
$94.02 |
$3,294,000 |
34,597 |
0.48% |
3,294,000 |
34,597 |
0.029 |
Closed - End Fund - E... |
|
|
HYDB |
Ishares Edge High Yield Def... |
51 |
New |
$0.00 |
$3,236,000 |
69,265 |
0.48% |
3,236,000 |
69,265 |
0.77 |
N/A |
|
|
UNM |
Unum Group |
67 |
New |
$53.09 |
$2,241,000 |
41,765 |
0.33% |
2,241,000 |
41,765 |
0.021 |
Life & Health Insurance |
|
|
JBL |
Jabil Circuit Inc |
69 |
New |
$117.95 |
$2,223,000 |
16,595 |
0.33% |
2,223,000 |
16,595 |
0.011 |
Printed Circuit Boards |
|
|
PCAR |
Paccar Inc |
79 |
New |
$106.11 |
$2,140,000 |
17,271 |
0.31% |
2,140,000 |
17,271 |
0.005 |
Trucks & Other Vehicles |
|
|
CAT |
Caterpillar Inc |
80 |
New |
$354.79 |
$2,134,000 |
5,823 |
0.31% |
2,134,000 |
5,823 |
0.001 |
Farm & Construction M... |
|
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FERG |
Ferguson plc |
81 |
New |
$221.53 |
$2,107,000 |
9,648 |
0.31% |
2,107,000 |
9,648 |
0.004 |
N/A |
|
|
MOH |
Molina Healthcare Inc |
92 |
New |
$354.60 |
$2,008,000 |
4,888 |
0.29% |
2,008,000 |
4,888 |
0.008 |
Health Care Plans |
|
|
HSY |
Hershey Foods Corp |
94 |
New |
$204.78 |
$1,960,000 |
10,075 |
0.29% |
1,960,000 |
10,075 |
0.007 |
Confectioners |
|
|
ACN |
Accenture Plc |
96 |
New |
$306.33 |
$1,915,000 |
5,524 |
0.28% |
1,915,000 |
5,524 |
0.001 |
Management Services |
|
|
GOOG |
Alphabet Inc |
123 |
New |
$170.29 |
$754,000 |
4,954 |
0.11% |
754,000 |
4,954 |
0 |
Search Engines & Info... |
|
|
FOUR |
Shift4 Payments, Inc. |
126 |
New |
$65.08 |
$660,000 |
9,994 |
0.1% |
660,000 |
9,994 |
0.016 |
N/A |
|
|
BRK.A |
Berkshire Hathaway Inc |
128 |
New |
$622,000.00 |
$634,000 |
1 |
0.09% |
634,000 |
1 |
0 |
Property & Casualty I... |
|
|
IWM |
iShares Tr Russell 2000 Indx |
144 |
New |
$204.31 |
$316,000 |
1,502 |
0.05% |
316,000 |
1,502 |
0 |
Closed - End Fund - E... |
|
|
BIO |
Bio Rad Laboratories Inc |
145 |
New |
$282.00 |
$313,000 |
906 |
0.05% |
313,000 |
906 |
0.004 |
Scientific & Technica... |
|
|
BAC |
Bank of America Corp |
148 |
New |
$38.45 |
$286,000 |
7,546 |
0.04% |
286,000 |
7,546 |
0 |
Domestic Money Center... |
|
|
SPYG |
SPDR Dow Jones Wilshire Lar... |
150 |
New |
$73.41 |
$261,000 |
3,563 |
0.04% |
261,000 |
3,563 |
0 |
Closed - End Fund - E... |
|
|
LDOS |
Leidos Holdings, Inc. |
154 |
New |
$147.48 |
$228,000 |
1,741 |
0.03% |
228,000 |
1,741 |
0.001 |
Technical Services |
|
|
SMH |
Vaneck Vectors Semiconducto... |
156 |
New |
$208.63 |
$209,000 |
928 |
0.03% |
209,000 |
928 |
0.001 |
N/A |
|
|
SCHG |
Schwab Strategic Trust |
157 |
New |
$92.91 |
$206,000 |
2,223 |
0.03% |
206,000 |
2,223 |
0 |
Closed - End Fund - Debt |
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