Regulatory Consultant

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