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Home > Institutional Investor > Insight Wealth Strategies, Llc > Profile

Instuitional Investor - Insight Wealth Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Insight Wealth Strategies, Llc
Portfolio Value $619,223,537
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 948,596 $29,586,715 4.77%
2.
Chevron Corp
 CVX 184,422 $27,508,365 4.44%
3.
Vanguard Whitehall Funds
 291,743 $23,146,919 3.73%
4.
Goldman Sachs Etf Tr
 707,275 $23,099,594 3.73%
5.
Ishares Trust
 IEF 208,741 $23,099,284 3.73%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)