Insight Wealth Strategies, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationsan ramon, CA
- CIK0001749914
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
158 | $742.74 M | CHV, VCLT, TLT, GSIE | 13F-HR | Apr 3, 2025 | 000174991425000003 | ||
152 | $745.69 M | USMV, CHV, LQD, MBB | 13F-HR | Jan 6, 2025 | 000174991425000001 | ||
159 | $759.24 M | USMV, LQD, CHV, VIGI | 13F-HR | Oct 7, 2024 | 000174991424000005 | ||
157 | $702.83 M | CHV, PFF, LQD, MTUM | 13F-HR | Jul 8, 2024 | 000174991424000004 | ||
159 | $681.19 M | PFF, CHV, LQD, MTUM | 13F-HR | Apr 5, 2024 | 000174991424000003 | ||
153 | $619.19 M | PFF, CHV, VIGI, GSIE | 13F-HR | Jan 12, 2024 | 000174991424000001 | ||
143 | $517.70 M | CHV, PFF, USMV, GSIE | 13F-HR | Oct 13, 2023 | 000174991423000011 | ||
136 | $522.50 M | CHV, PFF, USMV, GSIE | 13F-HR | Jul 14, 2023 | 000174991423000010 | ||
136 | $510.04 M | CHV, SPDR SER TR, PFF, FLOT | 13F-HR | Apr 6, 2023 | 000174991423000008 | ||
136 | $517.25 M | CHV, PFF, HYG, USMV | 13F-HR | Jan 6, 2023 | 000174991423000001 | ||
142 | $538.37 M | PFF, CHV, USMV, SPDR SER TR | 13F-HR | Oct 3, 2022 | 000174991422000008 | ||
142 | $538.37 M | PFF, CHV, USMV, SPDR SER TR | 13F-HR | Jul 1, 2022 | 000174991422000007 | ||
154 | $678.15 M | CHV, USMV, TIP, MTUM | 13F-HR | Apr 12, 2022 | 000174991422000006 | ||
152 | $701.63 M | TIP, CHV, USMV, MTUM | 13F-HR | Jan 31, 2022 | 000108514622000423 | ||
186 | $710.80 M | CHV, USMV, MTUM, IQLT | 13F-HR | Oct 28, 2021 | 000108514621002917 | ||
182 | $703.59 M | CHV, USMV, MTUM, SPDR SER TR | 13F-HR | Aug 12, 2021 | 000108514621002395 | ||
220 | $746.26 M | CHV, USMV, MTUM, SPDR SER TR | 13F-HR | May 12, 2021 | 000108514621001572 | ||
220 | $589.25 M | SPDR SER TR, LQD, PFF, CHV | 13F-HR | Feb 5, 2021 | 000108514621000491 | ||
199 | $538.81 M | SPDR SER TR, PFF, TIP, LQD | 13F-HR | Oct 29, 2020 | 000108514620002687 | ||
169 | $449.18 M | IEF, LQD, TIP, MBB | 13F-HR | Jul 31, 2020 | 000108514620001934 | ||
150 | $375.77 M | IEF, LQD, MBB, TIP | 13F-HR | Apr 21, 2020 | 000108514620001165 | ||
196 | $472.28 M | CHV, MBB, IVW, PZA | 13F-HR | Feb 21, 2020 | 000108514620000962 | ||
185 | $425.78 M | CHV, MBB, PZA, IVW | 13F-HR | Nov 6, 2019 | 000108514619002744 | ||
158 | $409.16 M | CHV, SPEM, MBB, PZA | 13F-HR | Aug 6, 2019 | 000108514619002119 | ||
134 | $357.89 M | CHV, SPEM, MBB, GBIL | 13F-HR | Apr 24, 2019 | 000108514619001248 | ||
130 | $326.35 M | CHV, SPEM, KRE, GBIL | 13F-HR | Feb 12, 2019 | 000108514619000527 |