IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Insight Wealth Strategies, LLC

Q3 2019 Holdings

Filed 2019-11-06 | 185 holdings | $11.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Home Depot Inc(HD)COM437076102$8303,5780.0%
Ishares TR(IEV)EUROPE ETF464287861$86519,9960.0%
Merck & Co Inc(MRK)COM58933Y105$86810,3070.0%
Ishares TR(IJH)CORE S&P MCP ETF464287507$8784,5420.0%
Disney Walt Co(DIS)COM DISNEY254687106$8806,7520.0%
Ishares US ETF TR(NEAR)SHT MAT BD ETF46431W507$88917,6580.0%
Union Pacific Corp(UNP)COM907818108$8945,5220.0%
CME Group Inc(CME)COM12572Q105$9014,2640.0%
Comcast Corp New(CMCSA)CL A20030N101$90520,0760.0%
Netflix Inc(NFLX)COM64110L106$9203,4390.0%
Coca Cola Co(KO)COM191216100$92316,9460.0%
Nextera Energy Inc(NEE)COM65339F101$9354,0140.0%
Legg Mason ETF Invt TRCLRBRG GWT ETF524682101$1.0K31,6410.0%
Servicenow Inc(NOW)COM81762P102$1.0K4,0060.0%
Johnson & Johnson(JNJ)COM478160104$1.1K8,1500.0%
Fidelity Natl Information SV(FIS)COM31620M106$1.1K7,9880.0%
Starbucks Corp(SBUX)COM855244109$1.2K13,1500.0%
Autohome Inc(ATHM)SP ADR RP CL A05278C107$1.2K14,6750.0%
Costar Group Inc(CSGP)COM22160N109$1.3K2,1500.0%
Broadcom Inc(AVGO)COM11135F101$1.3K4,6560.0%
Verizon Communications Inc(VZ)COM92343V104$1.3K21,7390.0%
Ishares TR(IEFA)CORE MSCI EAFE46432F842$1.3K22,0740.0%
Equinix Inc(EQIX)COM29444U700$1.4K2,3440.0%
Ishares TR(HDV)CORE HIGH DV ETF46429B663$1.4K14,8800.0%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$1.6K1,2750.0%
Lockheed Martin Corp(LMT)COM539830109$1.6K4,0790.0%
Ishares TR(IUSG)CORE S&P US GWT464287671$1.6K25,3570.0%
Wellcare Health Plans IncCOM94946T106$1.6K6,3610.0%
Ishares TR(HYG)IBOXX HI YD ETF464288513$1.7K19,2410.0%
S&P Global Inc(SPGI)COM78409V104$1.7K6,9140.0%
Mastercard Inc(MA)CL A57636Q104$1.7K6,3970.0%
Ishares TR(DGRO)CORE DIV GRWTH46434V621$1.8K45,4990.0%
Ross Stores Inc(ROST)COM778296103$1.8K16,4410.0%
Paypal Hldgs Inc(PYPL)COM70450Y103$1.8K17,6230.0%
Global Pmts Inc(GPN)COM37940X102$1.8K11,5570.0%
Ishares TR(IDV)INTL SEL DIV ETF464288448$1.9K60,6270.0%
Ishares TR(SCZ)EAFE SML CP ETF464288273$1.9K33,4090.0%
Ishares TR(FLOT)FLTG RATE NT ETF46429B655$1.9K37,5600.0%
Hubspot Inc(HUBS)COM443573100$1.9K12,6280.0%
Automatic Data Processing in(ADP)COM053015103$1.9K11,9410.0%
Invesco Exchange Traded FD T(SPGP)S&P 500 GARP ETF46137V431$2.0K34,8840.0%
R1 RCM IncCOM749397105$2.0K220,5150.0%
Anthem Inc(ELV)COM036752103$2.0K8,2710.0%
Zoetis Inc(ZTS)CL A98978V103$2.2K17,5760.0%
Ishares TR(IGOV)INTL TREA BD ETF464288117$2.2K43,4390.0%
O Reilly Automotive Inc New(ORLY)COM67103H107$2.2K5,5440.0%
Ishares TR(IGLB)LNG TR CRPRT BD464289511$2.3K33,9980.0%
Salesforce COM Inc(CRM)COM79466L302$2.4K15,8910.0%
Boeing Co(BA)COM097023105$2.4K6,4040.0%
Facebook Inc(META)CL A30303M102$2.5K14,0460.0%
PreviousPage 3 of 4Next