Regulatory Consultant

0001085146-19-002119.txt : 20190806 0001085146-19-002119.hdr.sgml : 20190806 20190806170723 ACCESSION NUMBER: 0001085146-19-002119 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190806 DATE AS OF CHANGE: 20190806 EFFECTIVENESS DATE: 20190806 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Insight Wealth Strategies, LLC CENTRAL INDEX KEY: 0001749914 IRS NUMBER: 825323905 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19099 FILM NUMBER: 191003004 BUSINESS ADDRESS: STREET 1: 5000 EXECUTIVE PARKWAY STREET 2: SUITE 420 CITY: SAN RAMON STATE: CA ZIP: 94583 BUSINESS PHONE: 9256598020 MAIL ADDRESS: STREET 1: 5000 EXECUTIVE PARKWAY STREET 2: SUITE 420 CITY: SAN RAMON STATE: CA ZIP: 94583 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001749914 XXXXXXXX 06-30-2019 06-30-2019 false Insight Wealth Strategies, LLC

5000 Executive Parkway Suite 420 San Ramon CA 94583

13F HOLDINGS REPORT 028-19099 N Ashley Smith-Roos Regulatory Consultant 310-275-7300 /s/ Ashley Smith-Roos Beverly Hills CA 08-06-2019 0 158 409161 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 2665 31690 SH SOLE 0 0 31690 ADOBE INC COM 00724F101 3438 11669 SH SOLE 0 0 11669 ADVANCED MICRO DEVICES INC COM 007903107 654 21536 SH SOLE 0 0 21536 ALIGN TECHNOLOGY INC COM 016255101 657 2401 SH SOLE 0 0 2401 ALPHABET INC CAP STK CL A 02079K305 1189 1098 SH SOLE 0 0 1098 ALPHABET INC CAP STK CL C 02079K107 404 374 SH SOLE 0 0 374 AMAZON COM INC COM 023135106 5278 2787 SH SOLE 0 0 2787 AMERICAN EXPRESS CO COM 025816109 549 4447 SH SOLE 0 0 4447 AMERICAN TOWER CORP NEW COM 03027X100 886 4334 SH SOLE 0 0 4334 ANTHEM INC COM 036752103 2063 7311 SH SOLE 0 0 7311 APPLE INC COM 037833100 7083 35790 SH SOLE 0 0 35790 AUTODESK INC COM 052769106 1901 11670 SH SOLE 0 0 11670 AUTOHOME INC SP ADR RP CL A 05278C107 1144 13357 SH SOLE 0 0 13357 AUTOMATIC DATA PROCESSING IN COM 053015103 1813 10965 SH SOLE 0 0 10965 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 382 1794 SH SOLE 0 0 1794 BLACKROCK MUNIYIELD INVST FD COM 09254R104 168 11422 SH SOLE 0 0 11422 BOEING CO COM 097023105 2004 5506 SH SOLE 0 0 5506 BROADCOM INC COM 11135F101 1156 4016 SH SOLE 0 0 4016 BURLINGTON STORES INC COM 122017106 1808 10628 SH SOLE 0 0 10628 CF INDS HLDGS INC COM 125269100 426 9112 SH SOLE 0 0 9112 CHEVRON CORP NEW COM 166764100 26823 215551 SH SOLE 0 0 215551 CINCINNATI FINL CORP COM 172062101 244 2350 SH SOLE 0 0 2350 CISCO SYS INC COM 17275R102 1087 19860 SH SOLE 0 0 19860 CME GROUP INC COM 12572Q105 792 4080 SH SOLE 0 0 4080 COCA COLA CO COM 191216100 739 14515 SH SOLE 0 0 14515 COMCAST CORP NEW CL A 20030N101 535 12648 SH SOLE 0 0 12648 COSTAR GROUP INC COM 22160N109 351 633 SH SOLE 0 0 633 CSX CORP COM 126408103 342 4416 SH SOLE 0 0 4416 DARDEN RESTAURANTS INC COM 237194105 614 5045 SH SOLE 0 0 5045 DEERE & CO COM 244199105 546 3294 SH SOLE 0 0 3294 DISNEY WALT CO COM DISNEY 254687106 899 6439 SH SOLE 0 0 6439 EMERSON ELEC CO COM 291011104 606 9079 SH SOLE 0 0 9079 EVERSOURCE ENERGY COM 30040W108 513 6766 SH SOLE 0 0 6766 EXACT SCIENCES CORP COM 30063P105 418 3543 SH SOLE 0 0 3543 EXELON CORP COM 30161N101 368 7673 SH SOLE 0 0 7673 FACEBOOK INC CL A 30303M102 2363 12244 SH SOLE 0 0 12244 FIDELITY MSCI RL EST ETF 316092857 1303 49757 SH SOLE 0 0 49757 FIDELITY MSCI UTILS INDEX 316092865 851 21673 SH SOLE 0 0 21673 FIRST REP BK SAN FRANCISCO C COM 33616C100 409 4185 SH SOLE 0 0 4185 FIRST TR EXCHANG TRADED FD I MANAGD MUN ETF 33739N108 464 8472 SH SOLE 0 0 8472 FIRST TR EXCHANGE TRADED FD CAP STRENGTH ETF 33733E104 6187 109585 SH SOLE 0 0 109585 FIRSTCASH INC COM 33767D105 481 4814 SH SOLE 0 0 4814 FIRSTENERGY CORP COM 337932107 456 10660 SH SOLE 0 0 10660 FIVE BELOW INC COM 33829M101 408 3399 SH SOLE 0 0 3399 GALLAGHER ARTHUR J & CO COM 363576109 444 5070 SH SOLE 0 0 5070 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 21665 215874 SH SOLE 0 0 215874 HOME DEPOT INC COM 437076102 712 3421 SH SOLE 0 0 3421 HONEYWELL INTL INC COM 438516106 441 2528 SH SOLE 0 0 2528 HUBSPOT INC COM 443573100 1859 10902 SH SOLE 0 0 10902 IAC INTERACTIVECORP COM 44919P508 512 2355 SH SOLE 0 0 2355 INTEL CORP COM 458140100 215 4498 SH SOLE 0 0 4498 INTEVAC INC COM 461148108 121 25000 SH SOLE 0 0 25000 INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 46137V589 906 75875 SH SOLE 0 0 75875 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 4435 78981 SH SOLE 0 0 78981 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 258 2157 SH SOLE 0 0 2157 INVESCO EXCHNG TRADED FD TR NATL AMT MUNI 46138E537 22444 858939 SH SOLE 0 0 858939 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 149 10166 SH SOLE 0 0 10166 INVESCO EXCHNG TRADED FD TR S&P ULTRA DIVIDE 46138G656 211 5607 SH SOLE 0 0 5607 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 353 15575 SH SOLE 0 0 15575 INVESCO MUNI INCOME OPP TRST COM 46132X101 179 23359 SH SOLE 0 0 23359 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464288273 1620 28224 SH SOLE 0 0 28224 ISHARES TR FLTG RATE NT ETF 46429B655 2096 41147 SH SOLE 0 0 41147 ISHARES TR IBOXX HI YD ETF 464288513 1662 19061 SH SOLE 0 0 19061 ISHARES TR IBOXX INV CP ETF 464287242 2463 19801 SH SOLE 0 0 19801 ISHARES TR INTL SEL DIV ETF 464288448 1715 55827 SH SOLE 0 0 55827 ISHARES TR INTRM TR CRP ETF 464288638 304 5334 SH SOLE 0 0 5334 ISHARES TR LNG TR CRPRT BD 464289511 330 5171 SH SOLE 0 0 5171 ISHARES TR MBS ETF 464288588 23713 220381 SH SOLE 0 0 220381 ISHARES TR MIN VOL EAFE ETF 46429B689 382 5261 SH SOLE 0 0 5261 ISHARES TR MIN VOL USA ETF 46429B697 3691 59795 SH SOLE 0 0 59795 ISHARES TR MSCI CHINA ETF 46429B671 775 13038 SH SOLE 0 0 13038 ISHARES TR MSCI EAFE ETF 464287465 389 5921 SH SOLE 0 0 5921 ISHARES TR NATIONAL MUN ETF 464288414 402 3558 SH SOLE 0 0 3558 ISHARES TR PFD AND INCM SEC 464288687 3438 93297 SH SOLE 0 0 93297 ISHARES TR RUS 1000 GRW ETF 464287614 205 1306 SH SOLE 0 0 1306 ISHARES TR RUS 1000 VAL ETF 464287598 537 4221 SH SOLE 0 0 4221 ISHARES TR RUS MD CP GR ETF 464287481 14608 102446 SH SOLE 0 0 102446 ISHARES TR S&P 500 GRWT ETF 464287309 19481 108687 SH SOLE 0 0 108687 ISHARES TR SELECT DIVID ETF 464287168 13788 138486 SH SOLE 0 0 138486 ISHARES TR TIPS BD ETF 464287176 1169 10122 SH SOLE 0 0 10122 ISHARES TR USA MOMENTUM FCT 46432F396 316 2663 SH SOLE 0 0 2663 ISHARES US ETF TR SHT MAT BD ETF 46431W507 12989 258084 SH SOLE 0 0 258084 JOHNSON & JOHNSON COM 478160104 1044 7497 SH SOLE 0 0 7497 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 14666 291052 SH SOLE 0 0 291052 JPMORGAN CHASE & CO COM 46625H100 344 3080 SH SOLE 0 0 3080 LAM RESEARCH CORP COM 512807108 1928 10263 SH SOLE 0 0 10263 LEGG MASON ETF INVT TR CLRBRG GWT ETF 524682101 1800 56792 SH SOLE 0 0 56792 LINDE PLC SHS G5494J103 376 1871 SH SOLE 0 0 1871 LOCKHEED MARTIN CORP COM 539830109 250 689 SH SOLE 0 0 689 LOWES COS INC COM 548661107 265 2622 SH SOLE 0 0 2622 MASTERCARD INC CL A 57636Q104 1537 5810 SH SOLE 0 0 5810 MCDONALDS CORP COM 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12197 SH SOLE 0 0 12197 UNILEVER PLC SPON ADR NEW 904767704 286 4610 SH SOLE 0 0 4610 UNION PACIFIC CORP COM 907818108 922 5455 SH SOLE 0 0 5455 UNITEDHEALTH GROUP INC COM 91324P102 3097 12693 SH SOLE 0 0 12693 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 866 13581 SH SOLE 0 0 13581 VANECK VECTORS ETF TR SHORT HIGH YIELD 92189F387 232 9249 SH SOLE 0 0 9249 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 224 2010 SH SOLE 0 0 2010 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 401 1491 SH SOLE 0 0 1491 VERICEL CORP COM 92346J108 255 13491 SH SOLE 0 0 13491 VERIZON COMMUNICATIONS INC COM 92343V104 1023 17910 SH SOLE 0 0 17910 VISA INC COM CL A 92826C839 3548 20442 SH SOLE 0 0 20442 WALMART INC COM 931142103 493 4464 SH SOLE 0 0 4464 WASTE MGMT INC DEL COM 94106L109 478 4142 SH SOLE 0 0 4142 WELLCARE HEALTH PLANS INC COM 94946T106 1598 5607 SH SOLE 0 0 5607 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 207 3123 SH SOLE 0 0 3123 WISDOMTREE TR EUROPE SMCP DV 97717W869 352 6039 SH SOLE 0 0 6039 WISDOMTREE TR YIELD ENHANCD US 97717X511 539 10522 SH SOLE 0 0 10522 WORKDAY INC CL A 98138H101 646 3142 SH SOLE 0 0 3142 WORLDPAY INC CL A 981558109 528 4311 SH SOLE 0 0 4311 ZOETIS INC CL A 98978V103 1764 15541 SH SOLE 0 0 15541