Filling information for Insight Wealth Strategies, LLC as Treemap, investor disclosed 136 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 674215207 | 674215207 | CHORD ENERGY CORPORATION | COM NEW | 991337 | 6446 | |
| 92189H409 | 92189H409 | VANECK ETF TRUST | HIGH YLD MUNIETF | 3351058 | 65272 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 714370 | 2729 | |
| 464287671 | 464287671 | ISHARES TR | CORE S&P US GWT | 628732 | 6439 | |
| 464288687 | 464288687 | ISHARES TR | PFD AND INCM SEC | 26340991 | 851632 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 2812725 | 6649 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 1218082 | 3297 | |
| 46137V480 | 46137V480 | INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | 4890339 | 105304 | |
| 64110L106 | 64110L106 | NETFLIX INC | COM | 272223 | 618 | |
| 931142103 | 931142103 | WALMART INC | COM | 1282109 | 8157 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 378551 | 5221 | |
| 464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 377461 | 3332 | |
| 33739N108 | 33739N108 | FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 1521808 | 30028 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 1951226 | 13416 | |
| 204409601 | 204409601 | CIA ENERGETICA DE MINAS GERA | SP ADR N-V PFD | 63498 | 24144 | |
| 46138G508 | 46138G508 | INVESCO EXCH TRADED FD TR II | SR LN ETF | 3670153 | 174437 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 1656597 | 5333 | |
| 624756102 | 624756102 | MUELLER INDS INC | COM | 2126410 | 24363 | |
| 649445103 | 649445103 | NEW YORK CMNTY BANCORP INC | COM | 1348061 | 119934 | |
| 92939U106 | 92939U106 | WEC ENERGY GROUP INC | COM | 376887 | 4271 | |
| 012653101 | 012653101 | ALBEMARLE CORP | COM | 1210035 | 5424 | |
| 244199105 | 244199105 | DEERE & CO | COM | 1852053 | 4571 | |
| 375558103 | 375558103 | GILEAD SCIENCES INC | COM | 1658497 | 21519 | |
| 896945201 | 896945201 | TRIPADVISOR INC | COM | 1022594 | 62013 | |
| 01741R102 | 01741R102 | ATI INC | COM | 1610326 | 36408 | |
| 363576109 | 363576109 | GALLAGHER ARTHUR J & CO | COM | 2118542 | 9649 | |
| 46429B655 | 46429B655 | ISHARES TR | FLTG RATE NT ETF | 20458074 | 402560 | |
| 15135B101 | 15135B101 | CENTENE CORP DEL | COM | 1543566 | 22885 | |
| 46132X101 | 46132X101 | INVESCO MUNI INCOME OPP TRST | COM | 233045 | 37347 | |
| 46434V621 | 46434V621 | ISHARES TR | CORE DIV GRWTH | 746981 | 14496 | |
| 516544103 | 516544103 | LANTHEUS HLDGS INC | COM | 1392887 | 16598 | |
| 34959E109 | 34959E109 | FORTINET INC | COM | 966645 | 12788 | |
| 464288281 | 464288281 | ISHARES TR | JPMORGAN USD EMG | 3597409 | 41569 | |
| 464288588 | 464288588 | ISHARES TR | MBS ETF | 20083142 | 215334 | |
| 31620M106 | 31620M106 | FIDELITY NATL INFORMATION SV | COM | 1106522 | 20229 | |
| 78464A284 | 78464A284 | SPDR SER TR | NUVEEN BLOOMBERG | 432758 | 17303 | |
| 416515104 | 416515104 | HARTFORD FINL SVCS GROUP INC | COM | 1084583 | 15059 | |
| 86280R506 | 86280R506 | STRATEGY SHS | NS 7HANDL IDX | 393586 | 19360 | |
| 666807102 | 666807102 | NORTHROP GRUMMAN CORP | COM | 1132348 | 2484 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 2355246 | 4900 | |
| 92511U102 | 92511U102 | VERRA MOBILITY CORP | CL A COM STK | 1835731 | 93090 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 2915029 | 27312 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 310124 | 1096 | |
| 70451X104 | 70451X104 | PAYONEER GLOBAL INC | COM | 520202 | 108150 | |
| 46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 24499468 | 329604 | |
| 893641100 | 893641100 | TRANSDIGM GROUP INC | COM | 1341893 | 1501 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 604930 | 1357 | |
| 46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 216519 | 4393 | |
| 46429B689 | 46429B689 | ISHARES TR | MSCI EAFE MIN VL | 22369659 | 331402 | |
| 64110D104 | 64110D104 | NETAPP INC | COM | 1780561 | 23306 | |
| 922907746 | 922907746 | VANGUARD MUN BD FDS | TAX EXEMPT BD | 2544481 | 50667 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 435179 | 1832 | |
| 723787107 | 723787107 | PIONEER NAT RES CO | COM | 625915 | 3021 | |
| 665531307 | 665531307 | NORTHERN OIL & GAS INC | COM | 377810 | 11008 | |
| 464288513 | 464288513 | ISHARES TR | IBOXX HI YD ETF | 20671977 | 275369 | |
| 33739P301 | 33739P301 | FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 493187 | 10471 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 4714742 | 13845 | |
| 78464A359 | 78464A359 | SPDR SER TR | BBG CONV SEC ETF | 913096 | 13054 | |
| 372460105 | 372460105 | GENUINE PARTS CO | COM | 1479045 | 8740 | |
| 25862V105 | 25862V105 | DOUBLEVERIFY HLDGS INC | COM | 552158 | 14187 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 26528447 | 168595 | |
| 20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 2524828 | 60766 | |
| 036752103 | 036752103 | ELEVANCE HEALTH INC | COM | 1157267 | 2605 | |
| 989701107 | 989701107 | ZIONS BANCORPORATION N A | COM | 746062 | 27776 | |
| 97717Y790 | 97717Y790 | WISDOMTREE TR | US EFFICIENT COR | 973961 | 26274 | |
| 29444U700 | 29444U700 | EQUINIX INC | COM | 2727515 | 3479 | |
| 87612E106 | 87612E106 | TARGET CORP | COM | 1726155 | 13087 | |
| 464287432 | 464287432 | ISHARES TR | 20 YR TR BD ETF | 14729787 | 143091 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 314922 | 1939 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 302356 | 3725 | |
| 680223104 | 680223104 | OLD REP INTL CORP | COM | 1559888 | 61974 | |
| 45168D104 | 45168D104 | IDEXX LABS INC | COM | 1307003 | 2602 | |
| 007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 1638140 | 14381 | |
| 464287440 | 464287440 | ISHARES TR | 7-10 YR TRSY BD | 17697932 | 183208 | |
| 02262M308 | 02262M308 | ALZAMEND NEURO INC | COM NEW | 5100 | 10000 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 1948217 | 6529 | |
| 03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 1360761 | 7016 | |
| 09254F100 | 09254F100 | BLACKROCK MUNIYILD QULT FD I | COM | 224929 | 19441 | |
| 92206C813 | 92206C813 | VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 3547379 | 45195 | |
| 78463M107 | 78463M107 | SPS COMM INC | COM | 1981022 | 10315 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 2901338 | 3345 | |
| 46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 20903928 | 154993 | |
| 464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 4570142 | 56366 | |
| 921946810 | 921946810 | VANGUARD WHITEHALL FDS | INTL DVD ETF | 23577669 | 313992 | |
| 025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 1614386 | 9267 | |
| G9460G101 | G9460G101 | VALARIS LIMITED | CL A | 392431 | 6236 | |
| 83542D102 | 83542D102 | SONDER HOLDINGS INC | CLASS A COM | 5305 | 10000 | |
| G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 1464127 | 16619 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 1472719 | 7097 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 3718258 | 28523 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 2191254 | 18990 | |
| 682189105 | 682189105 | ON SEMICONDUCTOR CORP | COM | 2454351 | 25950 | |
| 42824C109 | 42824C109 | HEWLETT PACKARD ENTERPRISE C | COM | 1888710 | 112423 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 1541859 | 7535 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 257708 | 898 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 2516317 | 21022 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 246980 | 1094 | |
| 127097103 | 127097103 | COTERRA ENERGY INC | COM | 1557711 | 61570 | |
| G54950103 | G54950103 | LINDE PLC | SHS | 1542595 | 4048 | |
| 132061300 | 132061300 | CAMBRIA ETF TR | CAMBRIA FGN SHR | 4938809 | 205698 | |
| 96145D105 | 96145D105 | WESTROCK CO | COM | 1075008 | 36980 | |
| 03940R107 | 03940R107 | ARCH RESOURCES INC | CL A | 1273429 | 11293 | |
| 85859N102 | 85859N102 | STEM INC | COM | 898653 | 157107 | |
| 256677105 | 256677105 | DOLLAR GEN CORP NEW | COM | 858157 | 5055 | |
| 14149Y108 | 14149Y108 | CARDINAL HEALTH INC | COM | 1823562 | 19283 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 896687 | 9052 | |
| 464287242 | 464287242 | ISHARES TR | IBOXX INV CP ETF | 20231803 | 187089 | |
| 126650100 | 126650100 | CVS HEALTH CORP | COM | 1140062 | 16492 | |
| 45841N107 | 45841N107 | INTERACTIVE BROKERS GROUP IN | COM CL A | 1510722 | 18186 | |
| 094235108 | 094235108 | BLOOMIN BRANDS INC | COM | 1280325 | 47613 | |
| 71377A103 | 71377A103 | PERFORMANCE FOOD GROUP CO | COM | 779265 | 12936 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 375342 | 5326 | |
| 46137V258 | 46137V258 | INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 10062903 | 129760 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 456042 | 1120 | |
| 46432F396 | 46432F396 | ISHARES TR | MSCI USA MMENTM | 22543852 | 156283 | |
| 254543101 | 254543101 | DIODES INC | COM | 1899208 | 20534 | |
| 458140100 | 458140100 | INTEL CORP | COM | 1342439 | 40145 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 1477351 | 13775 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 1442340 | 3254 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 1831735 | 30417 | |
| 809087109 | 809087109 | SCIPLAY CORPORATION | CL A | 732041 | 37197 | |
| 03073E105 | 03073E105 | AMERISOURCEBERGEN CORP | COM | 1901868 | 9883 | |
| 512807108 | 512807108 | LAM RESEARCH CORP | COM | 5848657 | 9098 | |
| 882508104 | 882508104 | TEXAS INSTRS INC | COM | 1630630 | 9058 | |
| 464287176 | 464287176 | ISHARES TR | TIPS BD ETF | 17209783 | 159912 | |
| 037833100 | 037833100 | APPLE INC | COM | 6955376 | 35858 | |
| 94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 1887635 | 10885 | |
| 78454L100 | 78454L100 | SM ENERGY CO | COM | 1237295 | 39118 | |
| 381430107 | 381430107 | GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 24198953 | 771896 | |
| 316188309 | 316188309 | FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 493239 | 10860 | |
| 872540109 | 872540109 | TJX COS INC NEW | COM | 454689 | 5363 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 206647 | 1309 | |
| 40412C101 | 40412C101 | HCA HEALTHCARE INC | COM | 2233998 | 7361 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 335935 | 1221 | |
| 46434V456 | 46434V456 | ISHARES TR | MSCI INTL QUALTY | 462260 | 12985 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 10582259 | 106194 |