Insight Wealth Partners

Latest statistics and disclosures from Insight Wealth Partners's latest quarterly 13F-HR filing:

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Positions held by Insight Wealth Partners, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Insight Wealth Partners

Companies in the Insight Wealth Partners portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) 14.0 $15M -59% 459k 32.61
Invesco Actively Managed Etf Total Return (GTO) 13.8 $15M NEW 256k 57.74
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.4 $9.0M NEW 108k 82.85
Etf Ser Solutions Vident Core Us (VBND) 4.2 $4.5M +6% 86k 51.82
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.9 $4.2M +6% 50k 83.89
Ishares Tr National Mun Etf (MUB) 3.9 $4.1M NEW 36k 115.94
Ishares Gold Trust Ishares (IAU) 3.8 $4.1M +19% 229k 17.99
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.8 $4.1M -60% 30k 134.71
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 3.8 $4.1M NEW 75k 54.44
Etf Ser Solutions Vident Intl Eq (VIDI) 3.5 $3.8M -4% 180k 20.90
Texas Pac Ld Tr Sub Ctf Prop I T (TPL) 3.5 $3.7M 8.2k 451.59
Ishares Tr Jpmorgan Usd Emg (EMB) 3.3 $3.5M +9% 31k 110.88
Ishares Tr Faln Angls Usd (FALN) 2.9 $3.1M +12% 114k 27.30
Ishares Tr Core Intl Aggr (IAGG) 2.6 $2.8M +3% 50k 55.66

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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.1 $2.3M -54% 42k 54.66
Chevron Corporation (CVX) 2.1 $2.2M 31k 72.80
Etf Ser Solutions Videntcore Eq Fd (VUSE) 1.7 $1.8M -2% 63k 28.82
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.7 $1.8M NEW 13k 133.56
Ark Etf Tr Innovation Etf (ARKK) 1.2 $1.3M NEW 15k 91.99
Texas Instruments Incorporated (TXN) 1.0 $1.1M 7.5k 142.84
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.9 $1.0M 46k 22.17
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.9 $981k 45k 21.79
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.9 $931k 43k 21.84
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 0.8 $871k 41k 21.33
Sprott Physical Gold Tr Unit (PHYS) 0.7 $791k +124% 53k 15.06
Apple (AAPL) 0.7 $788k +523% 6.8k 115.81
Invesco Exch Trd Slf Idx Bulshs 2020 Hy (BSJK) 0.7 $773k 33k 23.34
Cisco Systems (CSCO) 0.7 $763k 19k 39.41
Ishares Tr Cmbs Etf (CMBS) 0.7 $731k NEW 13k 55.56
Wp Carey (WPC) 0.7 $716k 11k 65.19
Invesco Exch Trd Slf Idx Bulshs 2020 Cb (BSCK) 0.7 $701k 33k 21.22
Invesco Exch Trd Slf Idx Bulshs 2021 Hy (BSJL) 0.6 $659k 29k 22.95
Paccar (PCAR) 0.6 $597k 7.0k 85.22
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.6 $590k 25k 24.11
Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) 0.5 $573k 23k 24.52
Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) 0.5 $569k 25k 22.86
Raytheon Technologies Corp (RTX) 0.4 $439k 7.6k 57.54
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $356k NEW 1.5k 231.32
Amazon (AMZN) 0.3 $340k NEW 108.00 3148.15
Schlumberger (SLB) 0.3 $336k 20k 16.67
Accenture Plc Ireland Shs Class A (ACN) 0.3 $334k +6% 1.5k 226.13
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $328k 22k 14.72
Fiserv (FISV) 0.3 $323k 3.1k 102.96
Qorvo (QRVO) 0.3 $312k 2.4k 128.87
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.3 $309k -54% 5.9k 52.66
Microsoft Corporation (MSFT) 0.3 $288k NEW 1.4k 210.07
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $205k 1.8k 112.33
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $66k 12k 5.43
Goldman Sachs Bdc Note 4.500% 4/0 (Principal) 0.0 $20k 20k 1.00

Past Filings by Insight Wealth Partners

SEC 13F filings are viewable for Insight Wealth Partners going back to 2019