Insight Wealth Partners

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

  • Top 5 stock holdings are SPY, SPXL, LQD, FBND, VBND, and represent 88.57% of Insight Wealth Partners's stock portfolio.
  • Added to shares of these 10 stocks: SPXL (+$11.90M), FBND, LQD, IAGG, FALN, VBND, VIDI, IAU, SLB, VUSE.
  • Started 1 new stock positions in SPXL.
  • Reduced shares in these 10 stocks: SPY (-$10.93M), CVX, IEI, PXD, EMB, HYG, , BRK.B, FISV, WPC.
  • Sold out of its positions in BRK.B, XOM, IEI, PXD.
  • Insight Wealth Partners was a net buyer of stock by $1.86M.
  • Insight Wealth Partners has $304.22M in assets under management (AUM), dropping by -19.15%.

Portfolio Holdings for Insight Wealth Partners

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

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Spdr S&p 500 Etf (SPY) 78.93 931.38k -4% 257.81
Direxion Daily Large Cp Bull 3X (SPXL) 3.91 456.86k NEW 26.05
iShares IBoxx $ Invest Grade Corp Bd (LQD) 2.92 72.00k +19% 123.51
Fidelity Bond Etf (FBND) 1.45 85.28k +77% 51.75
Vident Core Us Bond Strategy bfus (VBND) 1.36 85.83k +4% 48.24
iShares iBoxx $ High Yid Corp Bond (HYG) 1.12 44.22k -9% 77.07
Texas Pacific Land Trust (TPL) 1.02 8.16k 380.02
Vident International Equity Fu ifus (VIDI) 0.98 174.78k +4% 17.05
Ishares Tr core intl aggr (IAGG) 0.87 48.38k +73% 54.69
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.86 26.93k -14% 96.69
iShares Gold Trust (IAU) 0.77 155.38k +5% 15.07
Chevron Corporation (CVX) 0.73 30.52k -46% 72.80
Ishares Tr faln angls usd (FALN) 0.71 95.87k +89% 22.44
Vident Us Equity sfus (VUSE) 0.40 53.92k 22.48
Bsco etf (BSCO) 0.31 46.28k 20.66
Guggenheim Bulletshrs 2023 Corp Bd Etf (BSCN) 0.31 45.83k 20.73
Bscm etf (BSCM) 0.30 43.42k 21.19
Invesco Bulletshares 2021 Corp (BSCL) 0.29 41.63k 20.97
Texas Instruments Incorporated (TXN) 0.27 8.30k 99.92
Invesco Bulletshs 2020 Hi Yld Corp Bd Etf (BSJK) 0.26 33.80k 22.99
Cisco Systems (CSCO) 0.25 19.32k 39.29
Invesco Bulletshares 2020 Corp (BSCK) 0.23 33.26k 21.02
Invesco Exch Trd Slf Idx Fd bulshs 2021 hy (BSJL) 0.21 29.39k 22.15
Wp Carey (WPC) 0.21 10.98k 58.09
Inv Bulletshs 2024 Etf etf/closed end- (BSJO) 0.18 25.14k 22.20
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy (BSJM) 0.18 25.57k 21.67
Invesco Exch Trd Slf Idx Fd bulshs 2023 hy (BSJN) 0.18 24.01k 22.45
Raytheon Company 0.14 3.30k 131.21
Paccar (PCAR) 0.14 7.00k 61.10
Fiserv (FISV) 0.10 3.14k -6% 95.00
Pgx etf (PGX) 0.10 22.28k 13.15
Qorvo (QRVO) 0.08 3.20k 80.62
Apple (AAPL) 0.08 915 254.64
Accenture (ACN) 0.07 1.39k 163.06
Schlumberger (SLB) 0.07 20.18k +49% 11.11

Past Filings by Insight Wealth Partners

View past SEC 13F filings by Insight Wealth Partners

View all filings