Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSIGHT WEALTH STRATEGIES LLC | 04-05-2024 | 03-31-2024 | 159 | 681,187,476 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | PFD AND INCM SEC | 1 | $30,941,391 | 960,018 | 0.00 | 0.00 | 11,422 | 1.20 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 2 | $29,446,222 | 186,676 | 0.00 | 0.00 | 2,254 | 1.22 | 03-31-2024 |
| ISHARES TR | IBOXX INV CP ETF | 3 | $27,859,077 | 255,776 | 0.00 | 0.00 | 47,035 | 22.53 | 03-31-2024 |
| ISHARES TR | MSCI USA MMENTM | 4 | $25,008,360 | 133,485 | 0.00 | 0.00 | -13,304 | -9.06 | 03-31-2024 |
