Director of Operations

0001749914-24-000003.txt : 20240405 0001749914-24-000003.hdr.sgml : 20240405 20240405110850 ACCESSION NUMBER: 0001749914-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240405 DATE AS OF CHANGE: 20240405 EFFECTIVENESS DATE: 20240405 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: 24825304 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 03-31-2024 03-31-2024 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 04-05-2024 0 159 681187476 false INFORMATION TABLE 2 InsightWealthStrategies_13f.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1914768 5524 SH SOLE 0 0 0 5524 ADVANCED MICRO DEVICES INC COM 007903107 1654371 9166 SH SOLE 0 0 0 9166 ALPHABET INC CAP STK CL A 02079K305 3564191 23615 SH SOLE 0 0 0 23615 ALPHABET INC CAP STK CL C 02079K107 754311 4954 SH SOLE 0 0 0 4954 AMAZON COM INC COM 023135106 4896776 27147 SH SOLE 0 0 0 27147 AMERICAN CENTY ETF TR US SML CP VALU 025072877 10854108 115827 SH SOLE 0 0 0 115827 AMERICAN EXPRESS CO COM 025816109 4336705 19047 SH SOLE 0 0 0 19047 AMERICAN TOWER CORP NEW COM 03027X100 1960635 9923 SH SOLE 0 0 0 9923 APPLE INC COM 037833100 10320462 60185 SH SOLE 0 0 0 60185 ARCH CAP GROUP LTD ORD G0450A105 2316731 25062 SH SOLE 0 0 0 25062 ATI INC COM 01741R102 2400027 46903 SH SOLE 0 0 0 46903 BANK AMERICA CORP COM 060505104 286144 7546 SH SOLE 0 0 0 7546 BERKSHIRE HATHAWAY INC DEL CL A 084670108 634440 1 SH SOLE 0 0 0 1 BIO RAD LABS INC CL A 090572207 313358 906 SH SOLE 0 0 0 906 BLACKROCK ETF TRUST US CARBON TRANS 09290C509 289330 5040 SH SOLE 0 0 0 5040 BLACKROCK MUNIYILD QULT FD I COM 09254F100 247361 20193 SH SOLE 0 0 0 20193 BROADCOM INC COM 11135F101 3915557 2954 SH SOLE 0 0 0 2954 BROWN & BROWN INC COM 115236101 2413605 27571 SH SOLE 0 0 0 27571 CAMBRIA ETF TR CAMBRIA FGN SHR 132061300 5306117 196450 SH SOLE 0 0 0 196450 CARDINAL HEALTH INC COM 14149Y108 2021451 18065 SH SOLE 0 0 0 18065 CATERPILLAR INC COM 149123101 2133722 5823 SH SOLE 0 0 0 5823 CDW CORP COM 12514G108 3939779 15403 SH SOLE 0 0 0 15403 CENCORA INC COM 03073E105 2088971 8597 SH SOLE 0 0 0 8597 CENTENE CORP DEL COM 15135B101 2079453 26497 SH SOLE 0 0 0 26497 CHEVRON CORP NEW COM 166764100 29446222 186676 SH SOLE 0 0 0 186676 CHORD ENERGY CORPORATION COM NEW 674215207 2048158 11491 SH SOLE 0 0 0 11491 CISCO SYS INC COM 17275R102 200696 4021 SH SOLE 0 0 0 4021 DEERE & CO COM 244199105 2181469 5311 SH SOLE 0 0 0 5311 DIODES INC COM 254543101 2185867 31005 SH SOLE 0 0 0 31005 DOLLAR GEN CORP NEW COM 256677105 1664222 10664 SH SOLE 0 0 0 10664 DOUBLEVERIFY HLDGS INC COM 25862V105 2175806 61883 SH SOLE 0 0 0 61883 ELEVANCE HEALTH INC COM 036752103 1526260 2943 SH SOLE 0 0 0 2943 EXXON MOBIL CORP COM 30231G102 1748347 15041 SH SOLE 0 0 0 15041 FERGUSON PLC NEW SHS G3421J106 2107413 9648 SH SOLE 0 0 0 9648 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 655031 14457 SH SOLE 0 0 0 14457 FIDELITY NATL INFORMATION SV COM 31620M106 2237613 30165 SH SOLE 0 0 0 30165 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 1717714 33445 SH SOLE 0 0 0 33445 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 33739P301 513667 10661 SH SOLE 0 0 0 10661 FISERV INC COM 337738108 2864614 17924 SH SOLE 0 0 0 17924 FLUOR CORP NEW COM 343412102 1161347 27468 SH SOLE 0 0 0 27468 FORTINET INC COM 34959E109 1494623 21880 SH SOLE 0 0 0 21880 GALLAGHER ARTHUR J & CO COM 363576109 2196699 8785 SH SOLE 0 0 0 8785 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 24340573 709845 SH SOLE 0 0 0 709845 GRAINGER W W INC COM 384802104 3689747 3627 SH SOLE 0 0 0 3627 HARTFORD FINL SVCS GROUP INC COM 416515104 1522619 14776 SH SOLE 0 0 0 14776 HCA HEALTHCARE INC COM 40412C101 2298799 6892 SH SOLE 0 0 0 6892 HERSHEY CO COM 427866108 1959575 10075 SH SOLE 0 0 0 10075 HEWLETT PACKARD ENTERPRISE C COM 42824C109 2192607 123667 SH SOLE 0 0 0 123667 HOME DEPOT INC COM 437076102 3986060 10391 SH SOLE 0 0 0 10391 HONEYWELL INTL INC COM 438516106 1696518 8266 SH SOLE 0 0 0 8266 IDEXX LABS INC COM 45168D104 1502841 2783 SH SOLE 0 0 0 2783 INGREDION INC COM 457187102 1603741 13725 SH SOLE 0 0 0 13725 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2074072 18567 SH SOLE 0 0 0 18567 INTERCONTINENTAL EXCHANGE IN COM 45866F104 2098070 15266 SH SOLE 0 0 0 15266 INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 46137V480 5565307 97740 SH SOLE 0 0 0 97740 INVESCO MUNI INCOME OPP TRST COM 46132X101 247886 37961 SH SOLE 0 0 0 37961 INVESCO QQQ TR UNIT SER 1 46090E103 2175471 4900 SH SOLE 0 0 0 4900 ISHARES INC MSCI JPN ETF NEW 46434G822 6222362 87209 SH SOLE 0 0 0 87209 ISHARES TR MSCI USA MMENTM 46432F396 25008360 133485 SH SOLE 0 0 0 133485 ISHARES TR MSCI INTL QUALTY 46434V456 293415 7398 SH SOLE 0 0 0 7398 ISHARES TR CORE S&P500 ETF 464287200 774365 1473 SH SOLE 0 0 0 1473 ISHARES TR IBOXX HI YD ETF 464288513 15185870 195367 SH SOLE 0 0 0 195367 ISHARES TR CORE DIV GRWTH 46434V621 721293 12423 SH SOLE 0 0 0 12423 ISHARES TR IBOXX INV CP ETF 464287242 27859077 255776 SH SOLE 0 0 0 255776 ISHARES TR MSCI EAFE ETF 464287465 485789 6083 SH SOLE 0 0 0 6083 ISHARES TR 20 YR TR BD ETF 464287432 19575344 206884 SH SOLE 0 0 0 206884 ISHARES TR MBS ETF 464288588 3409481 36891 SH SOLE 0 0 0 36891 ISHARES TR RUSSELL 2000 ETF 464287655 315959 1502 SH SOLE 0 0 0 1502 ISHARES TR S&P 500 GRWT ETF 464287309 451670 5349 SH SOLE 0 0 0 5349 ISHARES TR RUS 1000 GRW ETF 464287614 868677 2577 SH SOLE 0 0 0 2577 ISHARES TR MSCI USA QLT FCT 46432F339 24125709 146795 SH SOLE 0 0 0 146795 ISHARES TR MSCI USA MIN VOL 46429B697 24697389 295494 SH SOLE 0 0 0 295494 ISHARES TR 7-10 YR TRSY BD 464287440 16991652 179502 SH SOLE 0 0 0 179502 ISHARES TR NATIONAL MUN ETF 464288414 3425037 31831 SH SOLE 0 0 0 31831 ISHARES TR TIPS BD ETF 464287176 13133060 122270 SH SOLE 0 0 0 122270 ISHARES TR SELECT DIVID ETF 464287168 413224 3355 SH SOLE 0 0 0 3355 ISHARES TR CORE S&P SCP ETF 464287804 11097340 100410 SH SOLE 0 0 0 100410 ISHARES TR JPMORGAN USD EMG 464288281 3409378 38021 SH SOLE 0 0 0 38021 ISHARES TR HIGH YLD BD FCTR 46435G250 3236043 69265 SH SOLE 0 0 0 69265 ISHARES TR FLTG RATE NT ETF 46429B655 3401648 66621 SH SOLE 0 0 0 66621 ISHARES TR MSCI EAFE MIN VL 46429B689 488332 6890 SH SOLE 0 0 0 6890 ISHARES TR CORE S&P US GWT 464287671 689819 5885 SH SOLE 0 0 0 5885 ISHARES TR 1 3 YR TREAS BD 464287457 8125819 99362 SH SOLE 0 0 0 99362 ISHARES TR PFD AND INCM SEC 464288687 30941391 960018 SH SOLE 0 0 0 960018 JABIL INC COM 466313103 2222900 16595 SH SOLE 0 0 0 16595 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 13334488 262800 SH SOLE 0 0 0 262800 JPMORGAN CHASE & CO COM 46625H100 2410033 12032 SH SOLE 0 0 0 12032 KLA CORP COM NEW 482480100 3455127 4946 SH SOLE 0 0 0 4946 LAM RESEARCH CORP COM 512807108 7682582 7907 SH SOLE 0 0 0 7907 LAMB WESTON HLDGS INC COM 513272104 4039298 37917 SH SOLE 0 0 0 37917 LEGG MASON ETF INVT FRANKLIN INTL LW 52468L505 12664607 425272 SH SOLE 0 0 0 425272 LEIDOS HOLDINGS INC COM 525327102 228200 1741 SH SOLE 0 0 0 1741 LINDE PLC SHS G54950103 1737499 3742 SH SOLE 0 0 0 3742 LOWES COS INC COM 548661107 250275 983 SH SOLE 0 0 0 983 MCKESSON CORP COM 58155Q103 2172632 4047 SH SOLE 0 0 0 4047 META PLATFORMS INC CL A 30303M102 460281 948 SH SOLE 0 0 0 948 MICROSOFT CORP COM 594918104 4897968 11642 SH SOLE 0 0 0 11642 MOLINA HEALTHCARE INC COM 60855R100 2008137 4888 SH SOLE 0 0 0 4888 MOODYS CORP COM 615369105 3771123 9595 SH SOLE 0 0 0 9595 MOTOROLA SOLUTIONS INC COM NEW 620076307 3948798 11124 SH SOLE 0 0 0 11124 MUELLER INDS INC COM 624756102 2308450 42805 SH SOLE 0 0 0 42805 NETAPP INC COM 64110D104 2293788 21852 SH SOLE 0 0 0 21852 NETFLIX INC COM 64110L106 335246 552 SH SOLE 0 0 0 552 NORTHERN OIL & GAS INC COM 665531307 1050717 26480 SH SOLE 0 0 0 26480 NVIDIA CORPORATION COM 67066G104 3793094 4198 SH SOLE 0 0 0 4198 OLD REP INTL CORP COM 680223104 2070898 67412 SH SOLE 0 0 0 67412 ON SEMICONDUCTOR CORP COM 682189105 2054693 27936 SH SOLE 0 0 0 27936 ORACLE CORP COM 68389X105 1706599 13586 SH SOLE 0 0 0 13586 PACCAR INC COM 693718108 2139704 17271 SH SOLE 0 0 0 17271 PALANTIR TECHNOLOGIES INC CL A 69608A108 2183120 94877 SH SOLE 0 0 0 94877 PAYONEER GLOBAL INC COM 70451X104 1733397 356666 SH SOLE 0 0 0 356666 PERFORMANCE FOOD GROUP CO COM 71377A103 1939222 25981 SH SOLE 0 0 0 25981 PIONEER NAT RES CO COM 723787107 1003528 3823 SH SOLE 0 0 0 3823 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 206147 2223 SH SOLE 0 0 0 2223 SELECT SECTOR SPDR TR INDL 81369Y704 6321612 50187 SH SOLE 0 0 0 50187 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 8287317 56098 SH SOLE 0 0 0 56098 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 6661943 81581 SH SOLE 0 0 0 81581 SHERWIN WILLIAMS CO COM 824348106 3961701 11406 SH SOLE 0 0 0 11406 SHIFT4 PMTS INC CL A 82452J109 660304 9994 SH SOLE 0 0 0 9994 SM ENERGY CO COM 78454L100 2176405 43659 SH SOLE 0 0 0 43659 SPDR S&P 500 ETF TR TR UNIT 78462F103 2243126 4288 SH SOLE 0 0 0 4288 SPDR SER TR S&P INS ETF 78464A789 8770975 168446 SH SOLE 0 0 0 168446 SPDR SER TR S&P OILGAS EXP 78468R556 8635956 55741 SH SOLE 0 0 0 55741 SPDR SER TR PRTFLO S&P500 GW 78464A409 260664 3563 SH SOLE 0 0 0 3563 SPDR SER TR NUVEEN BLOOMBERG 78464A284 452363 17609 SH SOLE 0 0 0 17609 SPDR SER TR BBG CONV SEC ETF 78464A359 836704 11455 SH SOLE 0 0 0 11455 SPDR SER TR BLOOMBERG HIGH Y 78468R622 3293656 34597 SH SOLE 0 0 0 34597 STRATEGY SHS NS 7HANDL IDX 86280R506 426924 20128 SH SOLE 0 0 0 20128 SYSCO CORP COM 871829107 6061548 74668 SH SOLE 0 0 0 74668 TARGA RES CORP COM 87612G101 273480 2442 SH SOLE 0 0 0 2442 TARGET CORP COM 87612E106 3030875 17103 SH SOLE 0 0 0 17103 TELLURIAN INC NEW COM 87968A104 6614 10000 SH SOLE 0 0 0 10000 TESLA INC COM 88160R101 474809 2701 SH SOLE 0 0 0 2701 TEXAS INSTRS INC COM 882508104 1882605 10807 SH SOLE 0 0 0 10807 TJX COS INC NEW COM 872540109 2713346 26754 SH SOLE 0 0 0 26754 TRANSDIGM GROUP INC COM 893641100 1300910 1056 SH SOLE 0 0 0 1056 TRIPADVISOR INC COM 896945201 1732929 62358 SH SOLE 0 0 0 62358 UNION PAC CORP COM 907818108 2105594 8562 SH SOLE 0 0 0 8562 UNITEDHEALTH GROUP INC COM 91324P102 3056680 6179 SH SOLE 0 0 0 6179 UNUM GROUP COM 91529Y106 2241110 41765 SH SOLE 0 0 0 41765 VALARIS LTD CL A G9460G101 535776 7119 SH SOLE 0 0 0 7119 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 208772 928 SH SOLE 0 0 0 928 VANECK ETF TRUST IG FLOATING RATE 92189F486 19950215 782055 SH SOLE 0 0 0 782055 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 4013432 76797 SH SOLE 0 0 0 76797 VANGUARD INDEX FDS GROWTH ETF 922908736 391355 1137 SH SOLE 0 0 0 1137 VANGUARD INDEX FDS TOTAL STK MKT 922908769 220207 847 SH SOLE 0 0 0 847 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1132885 2357 SH SOLE 0 0 0 2357 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3119981 61660 SH SOLE 0 0 0 61660 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 16306773 208447 SH SOLE 0 0 0 208447 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 550055 3012 SH SOLE 0 0 0 3012 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 23739064 291170 SH SOLE 0 0 0 291170 VERRA MOBILITY CORP CL A COM STK 92511U102 2337037 93594 SH SOLE 0 0 0 93594 VISA INC COM CL A 92826C839 495049 1774 SH SOLE 0 0 0 1774 WALMART INC COM 931142103 1530823 25442 SH SOLE 0 0 0 25442 WASTE MGMT INC DEL COM 94106L109 2311915 10846 SH SOLE 0 0 0 10846 WEC ENERGY GROUP INC COM 92939U106 346812 4223 SH SOLE 0 0 0 4223 WESTROCK CO COM 96145D105 2037263 41198 SH SOLE 0 0 0 41198 WISDOMTREE TR US EFFICIENT COR 97717Y790 1205953 28557 SH SOLE 0 0 0 28557 ZETA GLOBAL HOLDINGS CORP CL A 98956A105 1711878 156622 SH SOLE 0 0 0 156622