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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 $745,689,348
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 343,489 $30,498,407 4.08%
2.
Chevron Corp
 CVX 201,015 $29,114,953 3.9%
3.
Ishares Trust
 IEF 263,381 $28,139,672 3.77%
4.
Ishares Tr
 293,125 $26,873,715 3.6%
5.
Ishares Tr
 148,219 $26,394,888 3.53%
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)