Insight Wealth Partners

Insight Wealth Partners as of June 30, 2021

Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 56 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 57.4 $217M 506k 428.37
Invesco Actively Managed Etf Total Return (GTO) 5.2 $20M 342k 57.06
Texas Pacific Land Corp (TPL) 3.4 $13M 8.1k 1599.75
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.3 $12M 92k 134.36
Ishares Tr Tips Bd Etf (TIP) 3.2 $12M 94k 128.01
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.1 $12M 142k 82.71
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.6 $9.7M 183k 53.33
Ishares Tr Core Total Usd (IUSB) 2.0 $7.5M 140k 53.49
Ishares Tr National Mun Etf (MUB) 1.9 $7.0M 60k 117.20
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.8 $6.8M 52k 130.53
Ishares Gold Tr Ishares New (IAU) 1.7 $6.6M 196k 33.71
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $5.0M 90k 55.30
Ishares Tr Faln Angls Usd (FALN) 1.2 $4.4M 146k 29.96
Ishares Tr Jpmorgan Usd Emg (EMB) 1.1 $4.3M 38k 112.45
Ishares Tr Msci Eafe Etf (EFA) 1.1 $4.2M 53k 78.76
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.0 $3.9M 44k 88.04
Etf Ser Solutions Vident Intl Eq (VIDI) 0.9 $3.5M 125k 28.11
Etf Ser Solutions Vident Core Us (VBND) 0.7 $2.6M 50k 51.27
Etf Ser Solutions Videntcore Eq Fd (VUSE) 0.6 $2.1M 48k 44.13
Ark Etf Tr Innovation Etf (ARKK) 0.5 $2.0M 15k 130.81
Pimco Etf Tr Active Bd Etf (BOND) 0.5 $1.7M 16k 110.98
Texas Instruments Incorporated (TXN) 0.4 $1.5M 7.9k 192.33
Ishares Tr Cmbs Etf (CMBS) 0.4 $1.5M 28k 54.37
Sprott Physical Gold Tr Unit (PHYS) 0.3 $1.3M 92k 14.03
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.3 $1.1M 51k 22.19
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.3 $1.1M 50k 21.73
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.3 $1.0M 48k 21.60
Cisco Systems (CSCO) 0.3 $1.0M 19k 53.00
Invesco Exch Trd Slf Idx Bulshs 2021 Cb 0.3 $972k 46k 21.10
Diamondback Energy (FANG) 0.2 $885k 9.4k 93.94
Wp Carey (WPC) 0.2 $747k 10k 74.60
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.2 $729k 29k 25.15
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.2 $708k 28k 25.46
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 0.2 $693k 30k 23.35
Invesco Exch Trd Slf Idx Bulshs 2021 Hy 0.2 $678k 29k 23.03
Raytheon Technologies Corp (RTX) 0.2 $611k 7.2k 85.35
Apple (AAPL) 0.2 $594k 4.3k 137.02
Qorvo (QRVO) 0.1 $474k 2.4k 195.79
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.1 $452k 4.2k 106.70
Paccar (PCAR) 0.1 $450k 5.0k 89.29
Ishares Tr Core Intl Aggr (IAGG) 0.1 $435k 7.9k 55.05
Dbx Etf Tr Xtrackers S&p (SNPE) 0.1 $403k 11k 37.73
Accenture Plc Ireland Shs Class A (ACN) 0.1 $386k 1.3k 295.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $361k 4.8k 75.52
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $341k 22k 15.31
Ishares Tr Core Div Grwth (DGRO) 0.1 $336k 6.7k 50.34
Exxon Mobil Corporation (XOM) 0.1 $316k 5.0k 63.17
Ishares Tr Msci Emg Mkt Etf Call Option (EEM) 0.1 $311k 55k 5.63
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $275k 5.1k 53.61
Amazon (AMZN) 0.1 $234k 68.00 3441.18
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $230k 10k 22.33
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $226k 2.6k 85.83
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $216k 8.7k 24.71
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $202k 7.4k 27.24
Western Asset Premier Bd Shs Ben Int (WEA) 0.0 $179k 12k 14.74
Goldman Sachs Bdc Note 4.500% 4/0 (Principal) 0.0 $20k 20k 1.00