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
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0001749914
XXXXXXXX
06-30-2019
06-30-2019
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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
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form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
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COM
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COM
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ANTHEM INC
COM
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COM
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AUTODESK INC
COM
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AUTOHOME INC
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COM
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COM
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COM
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DEERE & CO
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COM
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COM
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FIVE BELOW INC
COM
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COM
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ACCES TREASURY
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COM
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COM
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COM
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COM
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INTEVAC INC
COM
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SHT MAT BD ETF
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ULTRA SHRT INC
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COM
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CLRBRG GWT ETF
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SHS
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LOCKHEED MARTIN CORP
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LOWES COS INC
COM
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COM
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MICROSOFT CORP
COM
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NETFLIX INC
COM
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NEXTERA ENERGY INC
COM
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NIKE INC
CL B
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NVIDIA CORP
COM
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COM
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COM
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COM
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COM
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COM
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COM
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R1 RCM INC
COM
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REALPAGE INC
COM
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ROSS STORES INC
COM
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ROYAL DUTCH SHELL PLC
SPONS ADR A
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S&P GLOBAL INC
COM
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SALESFORCE COM INC
COM
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US MID-CAP ETF
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SBI CONS DISCR
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SERVICENOW INC
COM
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SPDR INDEX SHS FDS
PORTFOLIO EMG MK
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TR UNIT
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COM
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TALEND S A
ADS
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TARGET CORP
COM
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TJX COS INC NEW
COM
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TOTAL SYS SVCS INC
COM
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UNILEVER PLC
SPON ADR NEW
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UNION PACIFIC CORP
COM
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UNITEDHEALTH GROUP INC
COM
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VANECK VECTORS ETF TR
HIGH YLD MUN ETF
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SHORT HIGH YIELD
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MCAP VL IDXVIP
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S&P 500 ETF SHS
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VERICEL CORP
COM
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VERIZON COMMUNICATIONS INC
COM
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VISA INC
COM CL A
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WALMART INC
COM
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WORKDAY INC
CL A
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WORLDPAY INC
CL A
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SH
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ZOETIS INC
CL A
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