Insight Wealth Strategies, LLC
CIK Number: 0001749914
742.74M
Market Value
146
# of Holdings
11 months
Avg. Holding Period
32.95%
Win Rate
2.24%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | USMV | iShares MSCI US... | 92.61 | -1.24% | 343.49K | +1.23% | 30.5M | 65.54 | 4.09% |
| 2 | CVX | Chevron Corpora... | 156.11 | -6.22% | 201.01K | +0.55% | 29.11M | 116.01 | 3.90% |
| 3 | LQD | iShares iBoxx $... | 108.86 | -0.05% | 263.38K | +0.02% | 28.14M | 120.53 | 3.77% |
| 4 | MBB | iShares MBS ETF | 94.20 | +0.65% | 293.13K | +8.68% | 26.87M | 96.47 | 3.60% |
| 5 | QUAL | iShares MSCI US... | 164.57 | -4.46% | 148.22K | -1.35% | 26.39M | 105.17 | 3.54% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.