INSIGHT WEALTH STRATEGIES, LLC

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Insight Wealth Strategies is based out of San Ramon. Insight Wealth Strategies is a large advisory firm with 573 clients and discretionary assets under management (AUM) of $469,396,132 (Form ADV from 2019-09-20). Their last reported 13F filing for Q3 2019 included $425,776,000 in managed 13F securities and a top 10 holdings concentration of 47.48%. Insight Wealth Strategies's largest holding is Chevron Corp. (Standard Oil of California) with shares held of 254,420. Whalewisdom has at least 4 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $425.776 Million
  • Prior Market Value $409.161 Million
  • New Purchases41 stocks
  • Additional Purchases113 stocks
  • Sold out of14 stocks
  • Reduced holdings in29 stocks
  • Top 10 Holdings % 47.48 %
  • Turnover % [1]:29.73%
  • Turnover Alt % [2]: 23.47 %
  • Time Held Top20:1.80 quarters
  • Time Held Top10:1.30 quarters
  • Time Held All:1.90 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 5.41%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

INSIGHT WEALTH STRATEGIES, LLC
5000 EXECUTIVE PARKWAY SUITE 420
SAN RAMON CA    94583
Country: United States

Business Phone: 925-659-8020
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 20
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 1,900,000
Total Number of Clients: 573
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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INSIGHT WEALTH STRATEGIES, LLC

ownership team - last updated 2019-09-20
Name Title Start Date Direct/Indirect % Ownership
CHAZIN, DAVID, NEIL MANAGING MEMBER 03/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
INSIGHT WEALTH STRATEGIES, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2018-03-01
ORTALE, ANTHONY, ROD CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
HORIZON WEALTH GROUP, LLC. CHIEF COMPLIANCE OFFICER direct 2007-06-01

INSIGHT WEALTH STRATEGIES, LLC

ownership team - last updated 2019-02-19
Name Title Start Date Direct/Indirect % Ownership
CHAZIN, DAVID, NEIL MANAGING MEMBER 03/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
INSIGHT WEALTH STRATEGIES, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2018-03-01
ORTALE, ANTHONY, ROD CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
HORIZON WEALTH GROUP, LLC. CHIEF COMPLIANCE OFFICER direct 2007-06-01

INSIGHT WEALTH STRATEGIES, LLC

ownership team - last updated 2018-10-29
Name Title Start Date Direct/Indirect % Ownership
CHAZIN, DAVID, NEIL MANAGING MEMBER 03/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
INSIGHT WEALTH STRATEGIES, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2018-03-01
ORTALE, ANTHONY, ROD CHIEF COMPLIANCE OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
HORIZON WEALTH GROUP, LLC. CHIEF COMPLIANCE OFFICER direct 2007-06-01

INSIGHT WEALTH STRATEGIES, LLC

ownership team - last updated 2018-04-27
Name Title Start Date Direct/Indirect % Ownership
CHAZIN, DAVID, NEIL MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 03/01/2018 Direct 75% or more
Fund Name Position direct/indirect start date end date
INSIGHT WEALTH STRATEGIES, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2018-03-01

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