0001085146-20-001165.txt : 20200421
0001085146-20-001165.hdr.sgml : 20200421
20200421125006
ACCESSION NUMBER: 0001085146-20-001165
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200421
DATE AS OF CHANGE: 20200421
EFFECTIVENESS DATE: 20200421
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: 20804693
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
false
false
0001749914
XXXXXXXX
03-31-2020
03-31-2020
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
04-20-2020
0
150
375773
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ADOBE INC
COM
00724F101
1552
4877
SH
SOLE
0
0
4877
ADVANCED MICRO DEVICES INC
COM
007903107
459
10082
SH
SOLE
0
0
10082
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
229
1177
SH
SOLE
0
0
1177
ALPHABET INC
CAP STK CL A
02079K305
937
806
SH
SOLE
0
0
806
AMAZON COM INC
COM
023135106
2813
1443
SH
SOLE
0
0
1443
AMERICAN ELEC PWR CO INC
COM
025537101
263
3294
SH
SOLE
0
0
3294
AMERICAN EXPRESS CO
COM
025816109
203
2368
SH
SOLE
0
0
2368
AMERICAN TOWER CORP NEW
COM
03027X100
223
1023
SH
SOLE
0
0
1023
ANTHEM INC
COM
036752103
758
3341
SH
SOLE
0
0
3341
APPLE INC
COM
037833100
4440
17462
SH
SOLE
0
0
17462
AT&T INC
COM
00206R102
362
12426
SH
SOLE
0
0
12426
AUTODESK INC
COM
052769106
597
3825
SH
SOLE
0
0
3825
AUTOMATIC DATA PROCESSING IN
COM
053015103
270
1974
SH
SOLE
0
0
1974
AVANGRID INC
COM
05351W103
406
9279
SH
SOLE
0
0
9279
BCE INC
COM NEW
05534B760
228
5581
SH
SOLE
0
0
5581
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
473
2586
SH
SOLE
0
0
2586
BLACKROCK MUNIYIELD INVT FD
COM
09254R104
157
11833
SH
SOLE
0
0
11833
BROADCOM INC
COM
11135F101
459
1937
SH
SOLE
0
0
1937
BURLINGTON STORES INC
COM
122017106
629
3971
SH
SOLE
0
0
3971
CENTENE CORP DEL
COM
15135B101
508
8544
SH
SOLE
0
0
8544
CHARTER COMMUNICATIONS INC N
CL A
16119P108
268
615
SH
SOLE
0
0
615
CHEVRON CORP NEW
COM
166764100
20453
282271
SH
SOLE
0
0
282271
CINCINNATI FINL CORP
COM
172062101
352
4659
SH
SOLE
0
0
4659
CISCO SYS INC
COM
17275R102
205
5211
SH
SOLE
0
0
5211
COCA COLA CO
COM
191216100
676
15266
SH
SOLE
0
0
15266
COMCAST CORP NEW
CL A
20030N101
419
12176
SH
SOLE
0
0
12176
COSTAR GROUP INC
COM
22160N109
533
908
SH
SOLE
0
0
908
CROWN CASTLE INTL CORP NEW
COM
22822V101
510
3532
SH
SOLE
0
0
3532
CVS HEALTH CORP
COM
126650100
208
3501
SH
SOLE
0
0
3501
DEERE & CO
COM
244199105
204
1475
SH
SOLE
0
0
1475
DISNEY WALT CO
COM DISNEY
254687106
403
4170
SH
SOLE
0
0
4170
DOMINION ENERGY INC
COM
25746U109
401
5550
SH
SOLE
0
0
5550
DUKE ENERGY CORP NEW
COM NEW
26441C204
208
2574
SH
SOLE
0
0
2574
EQUINIX INC
COM
29444U700
558
893
SH
SOLE
0
0
893
EVERSOURCE ENERGY
COM
30040W108
262
3354
SH
SOLE
0
0
3354
FACEBOOK INC
CL A
30303M102
1045
6266
SH
SOLE
0
0
6266
FIDELITY COVINGTON TR
MSCI RL EST ETF
316092857
362
17412
SH
SOLE
0
0
17412
FIDELITY COVINGTON TR
MSCI UTILS INDEX
316092865
1176
32741
SH
SOLE
0
0
32741
FIDELITY NATL INFORMATION SV
COM
31620M106
389
3194
SH
SOLE
0
0
3194
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
884
16349
SH
SOLE
0
0
16349
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
284
10258
SH
SOLE
0
0
10258
GLOBAL PMTS INC
COM
37940X102
629
4363
SH
SOLE
0
0
4363
GOLDMAN SACHS ETF TR
ACTIVEBETA INT
381430107
9482
411196
SH
SOLE
0
0
411196
HEALTHCARE TR AMER INC
CL A NEW
42225P501
213
8762
SH
SOLE
0
0
8762
HOME DEPOT INC
COM
437076102
588
3150
SH
SOLE
0
0
3150
HUBSPOT INC
COM
443573100
571
4286
SH
SOLE
0
0
4286
IAC INTERACTIVECORP
COM
44919P508
232
1292
SH
SOLE
0
0
1292
INTEL CORP
COM
458140100
528
9747
SH
SOLE
0
0
9747
INTEVAC INC
COM
461148108
102
25000
SH
SOLE
0
0
25000
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
46137V431
264
5930
SH
SOLE
0
0
5930
INVESCO EXCHANGE-TRADED FD T
PFD ETF
46138E511
420
31921
SH
SOLE
0
0
31921
INVESCO EXCHANGE-TRADED FD T
NATL AMT MUNI
46138E537
653
25322
SH
SOLE
0
0
25322
INVESCO MUNI INCOME OPP TRST
COM
46132X101
202
29318
SH
SOLE
0
0
29318
INVESCO QQQ TR
UNIT SER 1
46090E103
266
1398
SH
SOLE
0
0
1398
ISHARES INC
CORE MSCI EMKT
46434G103
5771
142602
SH
SOLE
0
0
142602
ISHARES TR
CORE S&P TTL STK
464287150
792
13850
SH
SOLE
0
0
13850
ISHARES TR
SELECT DIVID ETF
464287168
774
10521
SH
SOLE
0
0
10521
ISHARES TR
TIPS BD ETF
464287176
26112
221442
SH
SOLE
0
0
221442
ISHARES TR
CORE S&P500 ETF
464287200
284
1099
SH
SOLE
0
0
1099
ISHARES TR
CORE US AGGBD ET
464287226
384
3332
SH
SOLE
0
0
3332
ISHARES TR
IBOXX INV CP ETF
464287242
27823
225268
SH
SOLE
0
0
225268
ISHARES TR
S&P 500 GRWT ETF
464287309
1382
8373
SH
SOLE
0
0
8373
ISHARES TR
S&P 500 VAL ETF
464287408
677
7030
SH
SOLE
0
0
7030
ISHARES TR
BARCLAYS 7 10 YR
464287440
29770
245065
SH
SOLE
0
0
245065
ISHARES TR
MSCI EAFE ETF
464287465
375
7010
SH
SOLE
0
0
7010
ISHARES TR
RUS MD CP GR ETF
464287481
334
2744
SH
SOLE
0
0
2744
ISHARES TR
CORE S&P MCP ETF
464287507
751
5218
SH
SOLE
0
0
5218
ISHARES TR
RUS 1000 VAL ETF
464287598
303
3052
SH
SOLE
0
0
3052
ISHARES TR
RUS 1000 GRW ETF
464287614
288
1914
SH
SOLE
0
0
1914
ISHARES TR
CORE S&P US GWT
464287671
11284
197649
SH
SOLE
0
0
197649
ISHARES TR
CORE S&P SCP ETF
464287804
4654
82945
SH
SOLE
0
0
82945
ISHARES TR
EUROPE ETF
464287861
756
21398
SH
SOLE
0
0
21398
ISHARES TR
AGENCY BOND ETF
464288166
1914
15875
SH
SOLE
0
0
15875
ISHARES TR
EAFE SML CP ETF
464288273
1211
27003
SH
SOLE
0
0
27003
ISHARES TR
CALIF MUN BD ETF
464288356
225
3723
SH
SOLE
0
0
3723
ISHARES TR
NATIONAL MUN ETF
464288414
2796
24745
SH
SOLE
0
0
24745
ISHARES TR
INTL SEL DIV ETF
464288448
931
41175
SH
SOLE
0
0
41175
ISHARES TR
IBOXX HI YD ETF
464288513
7662
99418
SH
SOLE
0
0
99418
ISHARES TR
MBS ETF
464288588
26978
244280
SH
SOLE
0
0
244280
ISHARES TR
PFD AND INCM SEC
464288687
23312
732157
SH
SOLE
0
0
732157
ISHARES TR
LNG TR CRPRT BD
464289511
2682
42156
SH
SOLE
0
0
42156
ISHARES TR
FLTG RATE NT ETF
46429B655
24828
509399
SH
SOLE
0
0
509399
ISHARES TR
CORE HIGH DV ETF
46429B663
278
3892
SH
SOLE
0
0
3892
ISHARES TR
MIN VOL EAFE ETF
46429B689
10255
165274
SH
SOLE
0
0
165274
ISHARES TR
MSCI MIN VOL ETF
46429B697
12485
231162
SH
SOLE
0
0
231162
ISHARES TR
USA QUALITY FCTR
46432F339
10186
125688
SH
SOLE
0
0
125688
ISHARES TR
USA MOMENTUM FCT
46432F396
10511
98711
SH
SOLE
0
0
98711
ISHARES TR
CORE MSCI EAFE
46432F842
938
18806
SH
SOLE
0
0
18806
ISHARES TR
INTL QLTY FACTOR
46434V456
9657
373594
SH
SOLE
0
0
373594
ISHARES TR
CORE DIV GRWTH
46434V621
1531
46965
SH
SOLE
0
0
46965
ISHARES TR
HDG MSCI EAFE
46434V803
232
9574
SH
SOLE
0
0
9574
ISHARES TR
CONV BD ETF
46435G102
390
7177
SH
SOLE
0
0
7177
ISHARES TR
CORE INTL AGGR
46435G672
298
5447
SH
SOLE
0
0
5447
ISHARES TR
EDGE US FIXD INM
46435U796
325
3327
SH
SOLE
0
0
3327
ISHARES U S ETF TR
SHT MAT BD ETF
46431W507
653
13475
SH
SOLE
0
0
13475
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
363
7299
SH
SOLE
0
0
7299
JOHNSON & JOHNSON
COM
478160104
539
4107
SH
SOLE
0
0
4107
JPMORGAN CHASE & CO
COM
46625H100
431
4788
SH
SOLE
0
0
4788
LAM RESEARCH CORP
COM
512807108
1130
4709
SH
SOLE
0
0
4709
LOCKHEED MARTIN CORP
COM
539830109
934
2755
SH
SOLE
0
0
2755
LOWES COS INC
COM
548661107
254
2952
SH
SOLE
0
0
2952
MARTIN MARIETTA MATLS INC
COM
573284106
216
1142
SH
SOLE
0
0
1142
MASTERCARD INC
CL A
57636Q104
523
2167
SH
SOLE
0
0
2167
MCDONALDS CORP
COM
580135101
280
1696
SH
SOLE
0
0
1696
MERCK & CO. INC
COM
58933Y105
625
8123
SH
SOLE
0
0
8123
MICROSOFT CORP
COM
594918104
4490
28469
SH
SOLE
0
0
28469
MID AMER APT CMNTYS INC
COM
59522J103
380
3685
SH
SOLE
0
0
3685
NATIONAL RETAIL PROPERTIES I
COM
637417106
301
9356
SH
SOLE
0
0
9356
NETFLIX INC
COM
64110L106
696
1854
SH
SOLE
0
0
1854
NEW YORK CMNTY BANCORP INC
COM
649445103
149
15894
SH
SOLE
0
0
15894
NEXTERA ENERGY INC
COM
65339F101
534
2219
SH
SOLE
0
0
2219
NVIDIA CORP
COM
67066G104
799
3030
SH
SOLE
0
0
3030
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
543
1805
SH
SOLE
0
0
1805
PAYCHEX INC
COM
704326107
354
5632
SH
SOLE
0
0
5632
PAYPAL HLDGS INC
COM
70450Y103
748
7811
SH
SOLE
0
0
7811
PFIZER INC
COM
717081103
322
9873
SH
SOLE
0
0
9873
PROCTER & GAMBLE CO
COM
742718109
452
4105
SH
SOLE
0
0
4105
PROLOGIS INC.
COM
74340W103
443
5515
SH
SOLE
0
0
5515
R1 RCM INC
COM
749397105
689
75781
SH
SOLE
0
0
75781
ROSS STORES INC
COM
778296103
560
6434
SH
SOLE
0
0
6434
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
249
7123
SH
SOLE
0
0
7123
S&P GLOBAL INC
COM
78409V104
641
2616
SH
SOLE
0
0
2616
SALESFORCE COM INC
COM
79466L302
811
5630
SH
SOLE
0
0
5630
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
268
6363
SH
SOLE
0
0
6363
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
289
2942
SH
SOLE
0
0
2942
SERVICENOW INC
COM
81762P102
469
1638
SH
SOLE
0
0
1638
SONOCO PRODS CO
COM
835495102
208
4489
SH
SOLE
0
0
4489
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
360
12651
SH
SOLE
0
0
12651
SPDR S&P 500 ETF TR
TR UNIT
78462F103
695
2695
SH
SOLE
0
0
2695
SPDR SER TR
BLMBRG BRC CNVRT
78464A359
10870
227112
SH
SOLE
0
0
227112
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
320
10587
SH
SOLE
0
0
10587
TARGET CORP
COM
87612E106
369
3966
SH
SOLE
0
0
3966
TJX COS INC NEW
COM
872540109
468
9788
SH
SOLE
0
0
9788
UNILEVER PLC
SPON ADR NEW
904767704
379
7499
SH
SOLE
0
0
7499
UNION PAC CORP
COM
907818108
243
1724
SH
SOLE
0
0
1724
UNITEDHEALTH GROUP INC
COM
91324P102
1195
4793
SH
SOLE
0
0
4793
VANECK VECTORS ETF TR
SHORT HIGH YIELD
92189F387
213
9474
SH
SOLE
0
0
9474
VANECK VECTORS ETF TR
HIGH YLD MUN ETF
92189H409
1493
28568
SH
SOLE
0
0
28568
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
290
1224
SH
SOLE
0
0
1224
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
434
4978
SH
SOLE
0
0
4978
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
10610
181925
SH
SOLE
0
0
181925
VERICEL CORP
COM
92346J108
92
10014
SH
SOLE
0
0
10014
VERIZON COMMUNICATIONS INC
COM
92343V104
881
16406
SH
SOLE
0
0
16406
VISA INC
COM CL A
92826C839
1439
8932
SH
SOLE
0
0
8932
WALMART INC
COM
931142103
475
4178
SH
SOLE
0
0
4178
WISDOMTREE TR
YIELD ENHANCD US
97717X511
567
10982
SH
SOLE
0
0
10982
WISDOMTREE TR
INTK MLTIFACTR
97717Y774
306
14619
SH
SOLE
0
0
14619
WISDOMTREE TR
90/60 BALNCED FD
97717Y790
477
18521
SH
SOLE
0
0
18521
XCEL ENERGY INC
COM
98389B100
454
7529
SH
SOLE
0
0
7529
ZOETIS INC
CL A
98978V103
745
6334
SH
SOLE
0
0
6334