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Insight Wealth Strategies

Filed: 1 Jul 22, 1:28pm

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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OMB Number:3235-0006
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF33739N1081,75134,595SH SOLE 0034,595
NETAPP INCCOM64110D1041,45122,235SH SOLE 0022,235
DEERE & COCOM2441991051,5585,203SH SOLE 005,203
ISHARES TRNATIONAL MUN ETF4642884142,80626,384SH SOLE 0026,384
SCIPLAY CORPORATIONCL A80908710950936,425SH SOLE 0036,425
AMERICAN TOWER CORP NEWCOM03027X1001,6536,468SH SOLE 006,468
OLD REP INTL CORPCOM6802231041,35360,518SH SOLE 0060,518
SPDR S&P 500 ETF TRTR UNIT78462F1031,4433,826SH SOLE 003,826
MASTERCARD INCORPORATEDCL A57636Q1041,4694,655SH SOLE 004,655
AMERICAN EXPRESS COCOM0258161091,2478,993SH SOLE 008,993
ISHARES TRTIPS BD ETF46428717618,756164,657SH SOLE 00164,657
ISHARES TRSELECT DIVID ETF4642871684253,612SH SOLE 003,612
IDEXX LABS INCCOM45168D1048702,480SH SOLE 002,480
CVS HEALTH CORPCOM1266501001,45115,664SH SOLE 0015,664
COSTAR GROUP INCCOM22160N1091,06017,539SH SOLE 0017,539
SELECT SECTOR SPDR TRENERGY81369Y5062563,580SH SOLE 003,580
ROSS STORES INCCOM7782961031,51321,544SH SOLE 0021,544
SYNCHRONY FINANCIALCOM87165B1031,18843,029SH SOLE 0043,029
TARGET CORPCOM87612E1061,61111,409SH SOLE 0011,409
PROGRESSIVE CORPCOM7433151031,66314,306SH SOLE 0014,306
MARTIN MARIETTA MATLS INCCOM5732841067762,593SH SOLE 002,593
XPEL INCCOM98379L1002014,370SH SOLE 004,370
UNIVERSAL HLTH SVCS INCCL B9139031001,26112,518SH SOLE 0012,518
WORKDAY INCCL A98138H1014383,137SH SOLE 003,137
AMAZON COM INCCOM0231351062,50523,584SH SOLE 0023,584
ISHARES TRMSCI USA MIN VOL46429B69726,301374,599SH SOLE 00374,599
BLACKROCK MUNIYILD QULT FD ICOM09254F10023518,494SH SOLE 0018,494
APPLE INCCOM0378331008,57062,686SH SOLE 0062,686
WD 40 COCOM9292361072631,306SH SOLE 001,306
ISHARES TRMSCI USA QLT FCT46432F33919,511174,627SH SOLE 00174,627
UNION PAC CORPCOM9078181081,4266,684SH SOLE 006,684
HUBSPOT INCCOM4435731001,0103,359SH SOLE 003,359
CENTENE CORP DELCOM15135B1012,18925,872SH SOLE 0025,872
LOWES COS INCCOM5486611072701,544SH SOLE 001,544
QUALCOMM INCCOM7475251031,46211,443SH SOLE 0011,443
TEXAS INSTRS INCCOM8825081041,3198,586SH SOLE 008,586
DIODES INCCOM2545431011,34920,898SH SOLE 0020,898
CIA ENERGETICA DE MINAS GERASP ADR N-V PFD2044096016230,884SH SOLE 0030,884
VANGUARD INDEX FDSGROWTH ETF9229087362441,096SH SOLE 001,096
TRANSDIGM GROUP INCCOM8936411008581,599SH SOLE 001,599
WALMART INCCOM9311421039637,919SH SOLE 007,919
INTEL CORPCOM4581401001,15330,822SH SOLE 0030,822
ISHARES TRMSCI USA VALUE46432F3882382,627SH SOLE 002,627
HARTFORD FINL SVCS GROUP INCCOM4165151041,02615,688SH SOLE 0015,688
VANGUARD WHITEHALL FDSINTL DVD ETF92194681024,098351,227SH SOLE 00351,227
NEW YORK CMNTY BANCORP INCCOM649445103999109,402SH SOLE 00109,402
INVESCO EXCHANGE TRADED FD TS&P500 PUR VAL46137V25811,274150,140SH SOLE 00150,140
ON SEMICONDUCTOR CORPCOM6821891051,47229,252SH SOLE 0029,252
COMCAST CORP NEWCL A20030N1012,11954,000SH SOLE 0054,000
ISHARES TRCORE S&P SCP ETF46428780411,021119,261SH SOLE 00119,261
EQUINIX INCCOM29444U7002,2273,389SH SOLE 003,389
ISHARES TRCORE S&P US GWT4642876716237,441SH SOLE 007,441
ISHARES TR1 3 YR TREAS BD4642874579,889119,449SH SOLE 00119,449
EXXON MOBIL CORPCOM30231G1021,55818,195SH SOLE 0018,195
JPMORGAN CHASE & COCOM46625H1001,39412,380SH SOLE 0012,380
HCA HEALTHCARE INCCOM40412C1011,3207,855SH SOLE 007,855
BROADCOM INCCOM11135F1013,0756,330SH SOLE 006,330
ISHARES TRBARCLAYS 7 10 YR4642874402282,231SH SOLE 002,231
ISHARES TRFLTG RATE NT ETF46429B65522,578452,282SH SOLE 00452,282
FORTINET INCCOM34959E10977913,776SH SOLE 0013,776
ISHARES INCCORE MSCI EMKT46434G1032344,776SH SOLE 004,776
ABBVIE INCCOM00287Y1092011,310SH SOLE 001,310
ISHARES TRPFD AND INCM SEC46428868727,897848,459SH SOLE 00848,459
ISHARES TRMSCI EAFE MIN VL46429B68923,291367,892SH SOLE 00367,892
WESTROCK COCOM96145D1051,20130,134SH SOLE 0030,134
CHEVRON CORP NEWCOM16676410027,351188,916SH SOLE 00188,916
D R HORTON INCCOM23331A1091,29219,523SH SOLE 0019,523
OASIS PETROLEUM INCCOM NEW6742152076945,705SH SOLE 005,705
CHARTER COMMUNICATIONS INC NCL A16119P1086661,421SH SOLE 001,421
ISHARES TRCORE DIV GRWTH46434V62169214,518SH SOLE 0014,518
VANGUARD SPECIALIZED FUNDSDIV APP ETF9219088442791,947SH SOLE 001,947
VISA INCCOM CL A92826C8393,36717,102SH SOLE 0017,102
SPDR SER TRBLOOMBERG CONV78464A35925,492394,864SH SOLE 00394,864
GILEAD SCIENCES INCCOM3755581031,53624,855SH SOLE 0024,855
ISHARES TRIBOXX INV CP ETF46428724224,306220,907SH SOLE 00220,907
TJX COS INC NEWCOM8725401093005,375SH SOLE 005,375
SM ENERGY COCOM78454L1001,02429,950SH SOLE 0029,950
ZOETIS INCCL A98978V1032,23112,977SH SOLE 0012,977
GALLAGHER ARTHUR J & COCOM3635761091,69710,410SH SOLE 0010,410
MEDIFAST INCCOM58470H1013081,705SH SOLE 001,705
SCHWAB STRATEGIC TRUS DIVIDEND EQ8085247974606,415SH SOLE 006,415
COTERRA ENERGY INCCOM1270971031,53159,375SH SOLE 0059,375
ADVANCED MICRO DEVICES INCCOM0079031071,09014,248SH SOLE 0014,248
ISHARES TRCORE US AGGBD ET4642872263663,601SH SOLE 003,601
WISDOMTREE TRUS EFFICIENT COR97717Y79090627,167SH SOLE 0027,167
ARCH RESOURCES INCCL A03940R1071,3369,340SH SOLE 009,340
SALESFORCE COM INCCOM79466L3021,69910,297SH SOLE 0010,297
HOME DEPOT INCCOM4370761021,5805,762SH SOLE 005,762
ALZAMEND NEURO INCCOM NEW02262M308910,000SH SOLE 0010,000
FIRSTENERGY CORPCOM3379321071,32734,572SH SOLE 0034,572
ISHARES TRIBOXX HI YD ETF46428851324,670335,138SH SOLE 00335,138
SPS COMM INCCOM78463M1071,22610,849SH SOLE 0010,849
NVIDIA CORPORATIONCOM67066G1041,3258,739SH SOLE 008,739
R1 RCM INCCOM7493971051,89790,494SH SOLE 0090,494
ISHARES TRS&P 500 GRWT ETF4642873094367,219SH SOLE 007,219
WASTE MGMT INC DELCOM94106L1091,92212,565SH SOLE 0012,565
RHCOM74967X1037173,378SH SOLE 003,378
OREILLY AUTOMOTIVE INCCOM67103H1071,9883,146SH SOLE 003,146
COCA COLA COCOM1912161001,89530,125SH SOLE 0030,125
FIDELITY NATL INFORMATION SVCOM31620M1061,46515,986SH SOLE 0015,986
INVESCO QQQ TRUNIT SER 146090E1031,0573,769SH SOLE 003,769
UNITEDHEALTH GROUP INCCOM91324P1022,5504,966SH SOLE 004,966
GOLDMAN SACHS ETF TRACTIVEBETA INT38143010723,853858,934SH SOLE 00858,934
SERVICENOW INCCOM81762P1021,2082,540SH SOLE 002,540
VANGUARD INDEX FDSS&P 500 ETF SHS9229083633491,006SH SOLE 001,006
TESLA INCCOM88160R101588873SH SOLE 00873
STRATEGY SHSNS 7HANDL IDX86280R50628914,048SH SOLE 0014,048
NORTHROP GRUMMAN CORPCOM6668071021,2662,646SH SOLE 002,646
MERCK & CO INCCOM58933Y1052,03022,263SH SOLE 0022,263
STARBUCKS CORPCOM8552441096808,903SH SOLE 008,903
ISHARES TRRUS 1000 GRW ETF4642876142661,218SH SOLE 001,218
MICROSOFT CORPCOM59491810410,85242,254SH SOLE 0042,254
LINDE PLCSHSG5494J1031,1934,151SH SOLE 004,151
RIO TINTO PLCSPONSORED ADR7672041001,29021,142SH SOLE 0021,142
MUELLER INDS INCCOM6247561021,39126,096SH SOLE 0026,096
AMERISOURCEBERGEN CORPCOM03073E1051,43310,126SH SOLE 0010,126
ANTHEM INCCOM0367521031,2662,624SH SOLE 002,624
MCDONALDS CORPCOM5801351011,6716,769SH SOLE 006,769
ALPHABET INCCAP STK CL A02079K3052,2421,029SH SOLE 001,029
ISHARES TRS&P MC 400VL ETF4642877052092,218SH SOLE 002,218
INVESCO EXCH TRADED FD TR IISR LN ETF46138G5083,913193,046SH SOLE 00193,046
VANGUARD SCOTTSDALE FDSLG-TERM COR BD92206C8133,53243,550SH SOLE 0043,550
ISHARES TRMBS ETF46428858821,702222,603SH SOLE 00222,603
HONEYWELL INTL INCCOM4385161061,1916,852SH SOLE 006,852
INVESCO MUNI INCOME OPP TRSTCOM46132X10127342,313SH SOLE 0042,313
HEWLETT PACKARD ENTERPRISE CCOM42824C1091,443108,796SH SOLE 00108,796
ISHARES TRMSCI EAFE ETF4642874652614,178SH SOLE 004,178
LAM RESEARCH CORPCOM5128071083,7478,793SH SOLE 008,793
ISHARES TRCORE S&P500 ETF4642872004921,298SH SOLE 001,298
INVESCO EXCHANGE TRADED FD TS&P SMCP VLU MNT46137V4804,992112,399SH SOLE 00112,399
SONOS INCCOM83570H10853029,391SH SOLE 0029,391
MEDTRONIC PLCSHSG5960L1031,23513,755SH SOLE 0013,755
ISHARES TRMSCI USA MMENTM46432F39622,911168,006SH SOLE 00168,006
ISHARES TRMSCI INTL QUALTY46434V45648915,800SH SOLE 0015,800
VANGUARD MUN BD FDSTAX EXEMPT BD9229077461,78935,837SH SOLE 0035,837
VANECK ETF TRUSTHIGH YLD MUNIETF92189H4093,55666,034SH SOLE 0066,034
ZIONS BANCORPORATION N ACOM9897011071,21423,848SH SOLE 0023,848
PAYPAL HLDGS INCCOM70450Y1031,26118,059SH SOLE 0018,059
DARDEN RESTAURANTS INCCOM2371941051,58714,033SH SOLE 0014,033
S&P GLOBAL INCCOM78409V1041,8335,438SH SOLE 005,438
FIRST TR EXCH TRADED FD IIIMUNI HI INCM ETF33739P3014168,759SH SOLE 008,759
INTEVAC INCCOM4611481089720,000SH SOLE 0020,000