Insight Wealth Strategies, LLC Buys ISHARES TRUST, iShares TIPS Bond ETF, iShares iBoxx USD ...

Investment company Insight Wealth Strategies, LLC (Current Portfolio) buys ISHARES TRUST, iShares TIPS Bond ETF, iShares iBoxx USD Investment Grade Corporate Bond , Vanguard Tax-Exempt Bond ETF, IDEXX Laboratories Inc, sells ISHARES TRUST, ISHARES TRUST, iShares MSCI USA ESG Optimized ETF, iShares Core S&P 500 ETF, BTC iShares MSCI EAFE Value ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Insight Wealth Strategies, LLC. As of 2021Q4, Insight Wealth Strategies, LLC owns 152 stocks with a total value of $702 million. These are the details of the buys and sells.

New Purchases: VTEB, IDXX, SPSC, IJK, IJT, BAC, CSCO, XLY, ALZN, Added Positions: SHY, TIP, LQD, VIGI, FMB, IUSG, LRCX, GSIE, CMCSA, NEE, JNJ, FIS, LMT, V, EQIX, FLOT, DIS, DRI, TGT, MRK, WRK, UNH, UNP, MCD, PGR, QCOM, JPM, HON, SYF, HIG, FE, DHI, AXP, CMI, AMT, KO, ABC, LIN, AVGO, ROST, IJH, WMT, WM, ANTM, RH, AMZN, PHG, AJG, C, NOC, NYCB, NTAP, HD, INTC, CSGP, QLYS, PYPL, SONO, SCPL, EA, DE, AMRC, ADBE, SBUX, CHTR, XPEL, MED, MA, ANF, RIO, PEP, MQY, ALGN, WDFC, NFLX, DECK, TDG, IAC, MTCH, WDAY, Reduced Positions: IEF, CVX, PFF, HYG, IVV, QUAL, USMV, IEFA, IJR, DGRO, DVY, IEMG, VLUE, EFA, NVDA, MSFT, IQLT, MBB, MTUM, SPY, ICVT, HUBS, IVW, FTNT, SCZ, FREL, AMD, GOOGL, MUB, AGG, IWF, PZA, QQQ, XOM, RSP, IWD, IVAC, CF, Sold Out: EMB, ESGU, EFV, SPLG, EFG, GOVT, PAGS, IUSB, IYR, XSOE, SCHJ, IEV, IXG, JPST, ITOT, DGRW, SCHA, XLE, IXN, ESGE, COMT, IYW, BSV, ACWV, FALN, IGSB, FTEC, SMMD, GSHD, IVE, FVD, ARKK, AGGY, IYE, IWM, IBDP, HEDJ, GIGB, SCHP, GHYB, SMMV, SPGP, VIG,

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For the details of Insight Wealth Strategies, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/insight+wealth+strategies%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Insight Wealth Strategies, LLC

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iShares TIPS Bond ETF (TIP) - 270,964 shares, 4.99% of the total portfolio. Shares added by 38.27% Chevron Corp (CVX) - 288,420 shares, 4.82% of the total portfolio. Shares reduced by 13.42% BTC iShares MSCI USA Min Vol Factor ETF (USMV) - 394,210 shares, 4.55% of the total portfolio. Shares reduced by 5.56% BTC iShares MSCI USA Momentum Factor ETF (MTUM) - 170,065 shares, 4.41% of the total portfolio. Shares reduced by 1.72% Goldman Sachs ActiveBeta International Equity ETF (GSIE) - 838,055 shares, 4.21% of the total portfolio. Shares added by 1.42%

New Purchase: Vanguard Tax-Exempt Bond ETF (VTEB)

Insight Wealth Strategies, LLC initiated holding in Vanguard Tax-Exempt Bond ETF. The purchase prices were between $54.29 and $54.97, with an estimated average price of $54.67. The stock is now traded at around $53.500000. The impact to a portfolio due to this purchase was 0.26%. The holding were 33,570 shares as of 2021-12-31.

New Purchase: IDEXX Laboratories Inc (IDXX)

Insight Wealth Strategies, LLC initiated holding in IDEXX Laboratories Inc. The purchase prices were between $586.54 and $666.48, with an estimated average price of $627.99. The stock is now traded at around $507.300000. The impact to a portfolio due to this purchase was 0.21%. The holding were 2,221 shares as of 2021-12-31.

New Purchase: SPS Commerce Inc (SPSC)

Insight Wealth Strategies, LLC initiated holding in SPS Commerce Inc. The purchase prices were between $132.75 and $173.12, with an estimated average price of $149.45. The stock is now traded at around $123.850000. The impact to a portfolio due to this purchase was 0.21%. The holding were 10,522 shares as of 2021-12-31.

New Purchase: IJTiShares S&P Small-Cap 600 Growth ETF (IJT)

Insight Wealth Strategies, LLC initiated holding in IJTiShares S&P Small-Cap 600 Growth ETF. The purchase prices were between $130.31 and $143.39, with an estimated average price of $136.03. The stock is now traded at around $124.610000. The impact to a portfolio due to this purchase was 0.12%. The holding were 6,108 shares as of 2021-12-31.

New Purchase: iShares S&P Mid-Cap 400 Growth ETF (IJK)

Insight Wealth Strategies, LLC initiated holding in iShares S&P Mid-Cap 400 Growth ETF. The purchase prices were between $79 and $87.76, with an estimated average price of $83.8. The stock is now traded at around $76.410000. The impact to a portfolio due to this purchase was 0.12%. The holding were 10,089 shares as of 2021-12-31.

New Purchase: Cisco Systems Inc (CSCO)

Insight Wealth Strategies, LLC initiated holding in Cisco Systems Inc. The purchase prices were between $53.25 and $63.96, with an estimated average price of $57.22. The stock is now traded at around $55.670000. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,308 shares as of 2021-12-31.

Added: ISHARES TRUST (SHY)

Insight Wealth Strategies, LLC added to a holding in ISHARES TRUST by 3266.24%. The purchase prices were between $85.49 and $86.06, with an estimated average price of $85.72. The stock is now traded at around $84.950000. The impact to a portfolio due to this purchase was 2.01%. The holding were 169,894 shares as of 2021-12-31.

Added: iShares TIPS Bond ETF (TIP)

Insight Wealth Strategies, LLC added to a holding in iShares TIPS Bond ETF by 38.27%. The purchase prices were between $126.62 and $129.87, with an estimated average price of $128.15. The stock is now traded at around $126.540000. The impact to a portfolio due to this purchase was 1.38%. The holding were 270,964 shares as of 2021-12-31.

Added: iShares iBoxx USD Investment Grade Corporate Bond (LQD)

Insight Wealth Strategies, LLC added to a holding in iShares iBoxx USD Investment Grade Corporate Bond by 20.37%. The purchase prices were between $130.49 and $134.38, with an estimated average price of $132.44. The stock is now traded at around $127.760000. The impact to a portfolio due to this purchase was 0.67%. The holding were 209,716 shares as of 2021-12-31.

Added: First Trust Managed Municipal ETF (FMB)

Insight Wealth Strategies, LLC added to a holding in First Trust Managed Municipal ETF by 50.53%. The purchase prices were between $56.15 and $56.89, with an estimated average price of $56.56. The stock is now traded at around $55.380000. The impact to a portfolio due to this purchase was 0.1%. The holding were 36,480 shares as of 2021-12-31.

Added: Comcast Corp (CMCSA)

Insight Wealth Strategies, LLC added to a holding in Comcast Corp by 29.03%. The purchase prices were between $47.71 and $57.4, with an estimated average price of $52. The stock is now traded at around $49.990000. The impact to a portfolio due to this purchase was 0.06%. The holding were 38,356 shares as of 2021-12-31.

Added: Johnson & Johnson (JNJ)

Insight Wealth Strategies, LLC added to a holding in Johnson & Johnson by 22.00%. The purchase prices were between $155.93 and $173.01, with an estimated average price of $163.78. The stock is now traded at around $172.290000. The impact to a portfolio due to this purchase was 0.06%. The holding were 13,713 shares as of 2021-12-31.

Sold Out: ISHARES TRUST (EMB)

Insight Wealth Strategies, LLC sold out a holding in ISHARES TRUST. The sale prices were between $105.86 and $110.18, with an estimated average price of $108.44.

Sold Out: iShares MSCI USA ESG Optimized ETF (ESGU)

Insight Wealth Strategies, LLC sold out a holding in iShares MSCI USA ESG Optimized ETF. The sale prices were between $97.93 and $108.46, with an estimated average price of $104.78.

Sold Out: BTC iShares MSCI EAFE Value ETF (EFV)

Insight Wealth Strategies, LLC sold out a holding in BTC iShares MSCI EAFE Value ETF. The sale prices were between $47.67 and $51.35, with an estimated average price of $50.11.

Sold Out: SPDR Portfolio S&P 500 ETF (SPLG)

Insight Wealth Strategies, LLC sold out a holding in SPDR Portfolio S&P 500 ETF. The sale prices were between $50.24 and $56.16, with an estimated average price of $53.87.

Sold Out: BTC iShares MSCI EAFE Growth ETF (EFG)

Insight Wealth Strategies, LLC sold out a holding in BTC iShares MSCI EAFE Growth ETF. The sale prices were between $104.29 and $112.61, with an estimated average price of $108.92.

Sold Out: BTC iShares U.S. Treasury Bond ETF (GOVT)

Insight Wealth Strategies, LLC sold out a holding in BTC iShares U.S. Treasury Bond ETF. The sale prices were between $26.19 and $26.72, with an estimated average price of $26.43.

Here is the complete portfolio of Insight Wealth Strategies, LLC. Also check out:

1. Insight Wealth Strategies, LLC's Undervalued Stocks

2. Insight Wealth Strategies, LLC's Top Growth Companies, and

3. Insight Wealth Strategies, LLC's High Yield stocks

4. Stocks that Insight Wealth Strategies, LLC keeps buyingThis article first appeared on GuruFocus.