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  Name: Insight Wealth Strategies LLC
  City: San Ramon
  State: CA
  Zip: 94583
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $681,187,000
  Total Value Change : $61,996,000
  Securities Held Change : 6
   
All Securities Held : 159
  New Positions : 32
  Closed Positions : 26
  Increased Positions : 71
  Unchanged Positions : 2
  Decreased Positions : 54

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (TRGP)1 Year Chart         TRGP Targa Resources Corp. 149 - $113.20 $273,000 2,442 0.04% 61,000 0 0.001    Gas Utilities
   (TELL)1 Year Chart         TELL Tellurian Inc 159 - $0.42 $7,000 10,000 0% -1,000 0 0.003    Independent Oil & Gas

      2 Records Found
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