Director of Operations

0001749914-24-000004.txt : 20240708 0001749914-24-000004.hdr.sgml : 20240708 20240708112032 ACCESSION NUMBER: 0001749914-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240708 DATE AS OF CHANGE: 20240708 EFFECTIVENESS DATE: 20240708 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Insight Wealth Strategies, LLC CENTRAL INDEX KEY: 0001749914 ORGANIZATION NAME: IRS NUMBER: 825323905 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19099 FILM NUMBER: 241103778 BUSINESS ADDRESS: STREET 1: 2603 CAMINO RAMON STREET 2: SUITE 350 CITY: SAN RAMON STATE: CA ZIP: 94583 BUSINESS PHONE: 9256598020 MAIL ADDRESS: STREET 1: 2603 CAMINO RAMON STREET 2: SUITE 350 CITY: SAN RAMON STATE: CA ZIP: 94583 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001749914 XXXXXXXX 06-30-2024 06-30-2024 Insight Wealth Strategies, LLC

2603 CAMINO RAMON SUITE 350 SAN RAMON CA 94583

13F HOLDINGS REPORT 028-19099 N Camille Mobley Director of Operations 9256598128 Camille Mobley San Ramon CA 07-08-2024 0 157 702828350 false INFORMATION TABLE 2 InsightWealthStrategies_13f.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2317785 7639 SH SOLE 0 0 0 7639 ADVANCED MICRO DEVICES INC COM 007903107 1542293 9508 SH SOLE 0 0 0 9508 ALPHABET INC CAP STK CL A 02079K305 4153720 22804 SH SOLE 0 0 0 22804 ALPHABET INC CAP STK CL C 02079K107 924097 5038 SH SOLE 0 0 0 5038 AMAZON COM INC COM 023135106 5256207 27199 SH SOLE 0 0 0 27199 AMERICAN CENTY ETF TR US SML CP VALU 025072877 10647655 118676 SH SOLE 0 0 0 118676 AMERICAN EXPRESS CO COM 025816109 4502898 19447 SH SOLE 0 0 0 19447 AMERICAN TOWER CORP NEW COM 03027X100 2069294 10646 SH SOLE 0 0 0 10646 AMGEN INC COM 031162100 3870380 12387 SH SOLE 0 0 0 12387 APPLE INC COM 037833100 12384562 58801 SH SOLE 0 0 0 58801 ARCH CAP GROUP LTD ORD G0450A105 2533146 25108 SH SOLE 0 0 0 25108 ATI INC COM 01741R102 2518206 45414 SH SOLE 0 0 0 45414 BERKSHIRE HATHAWAY INC DEL CL A 084670108 612241 1 SH SOLE 0 0 0 1 BIO RAD LABS INC CL A 090572207 247438 906 SH SOLE 0 0 0 906 BLACKROCK ETF TRUST US CARBON TRANS 09290C509 307606 5178 SH SOLE 0 0 0 5178 BLACKROCK MUNIYILD QULT FD I COM 09254F100 251581 20487 SH SOLE 0 0 0 20487 BROADCOM INC COM 11135F101 4740810 2953 SH SOLE 0 0 0 2953 BROWN & BROWN INC COM 115236101 2493952 27893 SH SOLE 0 0 0 27893 CAMBRIA ETF TR CAMBRIA FGN SHR 132061300 5224290 197740 SH SOLE 0 0 0 197740 CARDINAL HEALTH INC COM 14149Y108 1879652 19118 SH SOLE 0 0 0 19118 CATERPILLAR INC COM 149123101 2039882 6124 SH SOLE 0 0 0 6124 CDW CORP COM 12514G108 3795330 16956 SH SOLE 0 0 0 16956 CENCORA INC COM 03073E105 1985963 8815 SH SOLE 0 0 0 8815 CHEVRON CORP NEW COM 166764100 31104188 198850 SH SOLE 0 0 0 198850 CHORD ENERGY CORPORATION COM NEW 674215207 1972565 11764 SH SOLE 0 0 0 11764 CINTAS CORP COM 172908105 3683368 5260 SH SOLE 0 0 0 5260 DEERE & CO COM 244199105 2070480 5542 SH SOLE 0 0 0 5542 DIODES INC COM 254543101 2274297 31618 SH SOLE 0 0 0 31618 DOLLAR GEN CORP NEW COM 256677105 1484418 11226 SH SOLE 0 0 0 11226 ELEVANCE HEALTH INC COM 036752103 1636988 3021 SH SOLE 0 0 0 3021 ELI LILLY & CO COM 532457108 200994 222 SH SOLE 0 0 0 222 EXXON MOBIL CORP COM 30231G102 1761623 15302 SH SOLE 0 0 0 15302 FERGUSON PLC NEW SHS G3421J106 1952573 10083 SH SOLE 0 0 0 10083 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 669335 14897 SH SOLE 0 0 0 14897 FIDELITY NATL INFORMATION SV COM 31620M106 2321248 30802 SH SOLE 0 0 0 30802 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1801506 35282 SH SOLE 0 0 0 35282 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 518272 10726 SH SOLE 0 0 0 10726 FLUOR CORP NEW COM 343412102 1221665 28052 SH SOLE 0 0 0 28052 FORTINET INC COM 34959E109 1365778 22661 SH SOLE 0 0 0 22661 GALLAGHER ARTHUR J & CO COM 363576109 2362537 9111 SH SOLE 0 0 0 9111 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 24892582 739750 SH SOLE 0 0 0 739750 GRAINGER W W INC COM 384802104 3621476 4014 SH SOLE 0 0 0 4014 HARTFORD FINL SVCS GROUP INC COM 416515104 1498673 14906 SH SOLE 0 0 0 14906 HCA HEALTHCARE INC COM 40412C101 2248656 6999 SH SOLE 0 0 0 6999 HERSHEY CO COM 427866108 1961391 10670 SH SOLE 0 0 0 10670 HEWLETT PACKARD ENTERPRISE C COM 42824C109 2452615 115853 SH SOLE 0 0 0 115853 HOME DEPOT INC COM 437076102 3906159 11347 SH SOLE 0 0 0 11347 HONEYWELL INTL INC COM 438516106 1848838 8658 SH SOLE 0 0 0 8658 IDEXX LABS INC COM 45168D104 1436460 2948 SH SOLE 0 0 0 2948 INGREDION INC COM 457187102 1618799 14113 SH SOLE 0 0 0 14113 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2275581 18561 SH SOLE 0 0 0 18561 INTERCONTINENTAL EXCHANGE IN COM 45866F104 2155446 15746 SH SOLE 0 0 0 15746 INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 46137V480 5246038 100153 SH SOLE 0 0 0 100153 INVESCO MUNI INCOME OPP TRST COM 46132X101 242461 38183 SH SOLE 0 0 0 38183 INVESCO QQQ TR UNIT SER 1 46090E103 2280000 4759 SH SOLE 0 0 0 4759 ISHARES INC MSCI JPN ETF NEW 46434G822 6372626 93385 SH SOLE 0 0 0 93385 ISHARES TR MSCI INTL QUALTY 46434V456 259026 6633 SH SOLE 0 0 0 6633 ISHARES TR MSCI USA MMENTM 46432F396 26312946 135028 SH SOLE 0 0 0 135028 ISHARES TR CORE S&P500 ETF 464287200 929920 1699 SH SOLE 0 0 0 1699 ISHARES TR MSCI EAFE ETF 464287465 503820 6432 SH SOLE 0 0 0 6432 ISHARES TR 20 YR TR BD ETF 464287432 19647899 214076 SH SOLE 0 0 0 214076 ISHARES TR MBS ETF 464288588 3721548 40535 SH SOLE 0 0 0 40535 ISHARES TR RUS 1000 GRW ETF 464287614 1054571 2893 SH SOLE 0 0 0 2893 ISHARES TR RUSSELL 2000 ETF 464287655 307628 1516 SH SOLE 0 0 0 1516 ISHARES TR RUS TP200 GR ETF 464289438 4382000 20427 SH SOLE 0 0 0 20427 ISHARES TR S&P 500 GRWT ETF 464287309 501594 5420 SH SOLE 0 0 0 5420 ISHARES TR TRS FLT RT BD 46434V860 11504035 227083 SH SOLE 0 0 0 227083 ISHARES TR CORE S&P SCP ETF 464287804 11208679 105088 SH SOLE 0 0 0 105088 ISHARES TR FLTG RATE NT ETF 46429B655 3703186 72484 SH SOLE 0 0 0 72484 ISHARES TR MSCI EAFE MIN VL 46429B689 440449 6351 SH SOLE 0 0 0 6351 ISHARES TR 1 3 YR TREAS BD 464287457 8511728 104247 SH SOLE 0 0 0 104247 ISHARES TR CORE S&P US GWT 464287671 750692 5889 SH SOLE 0 0 0 5889 ISHARES TR PFD AND INCM SEC 464288687 30704130 973190 SH SOLE 0 0 0 973190 ISHARES TR CORE DIV GRWTH 46434V621 697672 12110 SH SOLE 0 0 0 12110 ISHARES TR IBOXX INV CP ETF 464287242 28375090 264891 SH SOLE 0 0 0 264891 ISHARES TR 7-10 YR TRSY BD 464287440 17458522 186423 SH SOLE 0 0 0 186423 ISHARES TR MSCI USA MIN VOL 46429B697 25850687 307893 SH SOLE 0 0 0 307893 ISHARES TR NATIONAL MUN ETF 464288414 3696363 34691 SH SOLE 0 0 0 34691 ISHARES TR TIPS BD ETF 464287176 13284774 124413 SH SOLE 0 0 0 124413 ISHARES TR SELECT DIVID ETF 464287168 399361 3301 SH SOLE 0 0 0 3301 ISHARES TR MSCI KLD400 SOC 464288570 208333 2006 SH SOLE 0 0 0 2006 ISHARES TR JPMORGAN USD EMG 464288281 3351676 37881 SH SOLE 0 0 0 37881 ISHARES TR MSCI USA QLT FCT 46432F339 25620758 150040 SH SOLE 0 0 0 150040 ISHARES TR HIGH YLD SYSTM B 46435G250 3246183 69901 SH SOLE 0 0 0 69901 JABIL INC COM 466313103 1903594 17498 SH SOLE 0 0 0 17498 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 17025755 334626 SH SOLE 0 0 0 334626 JPMORGAN CHASE & CO COM 46625H100 2475249 12238 SH SOLE 0 0 0 12238 KLA CORP COM NEW 482480100 4379646 5312 SH SOLE 0 0 0 5312 LAM RESEARCH CORP COM 512807108 8537410 8017 SH SOLE 0 0 0 8017 LAMB WESTON HLDGS INC COM 513272104 3595503 42763 SH SOLE 0 0 0 42763 LEGG MASON ETF INVT FRANKLIN INTL LW 52468L505 12976890 437817 SH SOLE 0 0 0 437817 LEIDOS HOLDINGS INC COM 525327102 254604 1745 SH SOLE 0 0 0 1745 LINDE PLC SHS G54950103 1694625 3862 SH SOLE 0 0 0 3862 LOWES COS INC COM 548661107 200795 911 SH SOLE 0 0 0 911 MCKESSON CORP COM 58155Q103 4233053 7248 SH SOLE 0 0 0 7248 MERCADOLIBRE INC COM 58733R102 3783107 2302 SH SOLE 0 0 0 2302 META PLATFORMS INC CL A 30303M102 528833 1049 SH SOLE 0 0 0 1049 MICROSOFT CORP COM 594918104 5240964 11726 SH SOLE 0 0 0 11726 MOLINA HEALTHCARE INC COM 60855R100 2077830 6989 SH SOLE 0 0 0 6989 MOODYS CORP COM 615369105 4262929 10127 SH SOLE 0 0 0 10127 MOTOROLA SOLUTIONS INC COM NEW 620076307 4440097 11501 SH SOLE 0 0 0 11501 MUELLER INDS INC COM 624756102 2437878 42815 SH SOLE 0 0 0 42815 NETAPP INC COM 64110D104 2561398 19887 SH SOLE 0 0 0 19887 NETFLIX INC COM 64110L106 434623 644 SH SOLE 0 0 0 644 NORTHERN OIL & GAS INC COM 665531307 1010931 27197 SH SOLE 0 0 0 27197 NVIDIA CORPORATION COM 67066G104 4116712 33323 SH SOLE 0 0 0 33323 OLD REP INTL CORP COM 680223104 2129227 68907 SH SOLE 0 0 0 68907 ON SEMICONDUCTOR CORP COM 682189105 2068839 30180 SH SOLE 0 0 0 30180 ORACLE CORP COM 68389X105 1981835 14036 SH SOLE 0 0 0 14036 PACCAR INC COM 693718108 1907887 18534 SH SOLE 0 0 0 18534 PALANTIR TECHNOLOGIES INC CL A 69608A108 2453109 96846 SH SOLE 0 0 0 96846 PAYONEER GLOBAL INC COM 70451X104 2011524 363091 SH SOLE 0 0 0 363091 PDD HOLDINGS INC SPONSORED ADS 722304102 3549898 26701 SH SOLE 0 0 0 26701 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 224201 2223 SH SOLE 0 0 0 2223 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 6820736 79626 SH SOLE 0 0 0 79626 SELECT SECTOR SPDR TR INDL 81369Y704 10463355 85857 SH SOLE 0 0 0 85857 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 8636327 210078 SH SOLE 0 0 0 210078 SHERWIN WILLIAMS CO COM 824348106 3710490 12433 SH SOLE 0 0 0 12433 SHIFT4 PMTS INC CL A 82452J109 787559 10737 SH SOLE 0 0 0 10737 SM ENERGY CO COM 78454L100 2010140 46499 SH SOLE 0 0 0 46499 SPDR S&P 500 ETF TR TR UNIT 78462F103 2397199 4405 SH SOLE 0 0 0 4405 SPDR SER TR S&P OILGAS EXP 78468R556 8129963 55888 SH SOLE 0 0 0 55888 SPDR SER TR NUVEEN BLOOMBERG 78464A284 450591 17712 SH SOLE 0 0 0 17712 SPDR SER TR PRTFLO S&P500 GW 78464A409 285981 3569 SH SOLE 0 0 0 3569 SPDR SER TR S&P DIVID ETF 78464A763 307648 2419 SH SOLE 0 0 0 2419 SPDR SER TR BBG CONV SEC ETF 78464A359 815549 11318 SH SOLE 0 0 0 11318 SPDR SER TR BLOOMBERG HIGH Y 78468R622 3266178 34647 SH SOLE 0 0 0 34647 STRATEGY SHS NS 7HANDL IDX 86280R506 430755 20396 SH SOLE 0 0 0 20396 SYSCO CORP COM 871829107 5677906 79534 SH SOLE 0 0 0 79534 TARGA RES CORP COM 87612G101 314481 2442 SH SOLE 0 0 0 2442 TARGET CORP COM 87612E106 2475682 16723 SH SOLE 0 0 0 16723 TELLURIAN INC NEW COM 87968A104 6926 10000 SH SOLE 0 0 0 10000 TESLA INC COM 88160R101 555053 2805 SH SOLE 0 0 0 2805 TEXAS INSTRS INC COM 882508104 2153258 11069 SH SOLE 0 0 0 11069 TJX COS INC NEW COM 872540109 3040847 27619 SH SOLE 0 0 0 27619 TRANSDIGM GROUP INC COM 893641100 1311801 1027 SH SOLE 0 0 0 1027 UNION PAC CORP COM 907818108 2019182 8924 SH SOLE 0 0 0 8924 UNITEDHEALTH GROUP INC COM 91324P102 3229666 6342 SH SOLE 0 0 0 6342 VALARIS LTD CL A G9460G101 554653 7445 SH SOLE 0 0 0 7445 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 241907 928 SH SOLE 0 0 0 928 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 4245622 82200 SH SOLE 0 0 0 82200 VANECK ETF TRUST IG FLOATING RATE 92189F486 20065881 786589 SH SOLE 0 0 0 786589 VANGUARD INDEX FDS GROWTH ETF 922908736 442828 1184 SH SOLE 0 0 0 1184 VANGUARD INDEX FDS TOTAL STK MKT 922908769 207323 775 SH SOLE 0 0 0 775 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1264699 2529 SH SOLE 0 0 0 2529 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3387655 67604 SH SOLE 0 0 0 67604 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 16213203 213725 SH SOLE 0 0 0 213725 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 663620 3635 SH SOLE 0 0 0 3635 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 25064873 308377 SH SOLE 0 0 0 308377 VANGUARD WORLD FD INF TECH ETF 92204A702 546754 948 SH SOLE 0 0 0 948 VERRA MOBILITY CORP CL A COM STK 92511U102 2527038 92906 SH SOLE 0 0 0 92906 VISA INC COM CL A 92826C839 473681 1805 SH SOLE 0 0 0 1805 WALMART INC COM 931142103 1740763 25709 SH SOLE 0 0 0 25709 WASTE MGMT INC DEL COM 94106L109 2350417 11017 SH SOLE 0 0 0 11017 WEC ENERGY GROUP INC COM 92939U106 334781 4267 SH SOLE 0 0 0 4267 WESTROCK CO COM 96145D105 2031199 40414 SH SOLE 0 0 0 40414 WISDOMTREE TR US EFFICIENT COR 97717Y790 1283340 29227 SH SOLE 0 0 0 29227