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Insight Wealth Partners

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

Top 5 stock holdings are SPY, TPL, BSJQ, JPST, LQD, and represent 85.03% of Insight Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SPY (+$96M), ARKK, SPXL, IG, SNPE, AVDV, SOXX, FBND, AVUV, AMZN.
Started 1 new stock position in ARKK.
Reduced shares in these 10 stocks: BIV, BSCO, BSJO, BSMU, PULS, BSCP, IAGG, BSJQ, TIP, BSJP.
Sold out of its positions in BSCO, IAGG, BIV.
Insight Wealth Partners was a net buyer of stock by $95M.
Insight Wealth Partners has $517M in assets under management (AUM), dropping by 19.80%.
Central Index Key (CIK): 0001627003

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Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 68 positions in its portfolio as reported in the September 2023 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)	75.8	$392M	+32%	916k	427.48	View chart
Texas Pacific Land Corp (TPL)	2.9	$15M		8.1k	1823.56	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	2.6	$13M		593k	22.63	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	2.1	$11M		213k	50.18	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.7	$8.8M		86k	102.02	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.0	$5.3M	+3%	121k	43.56	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$5.2M		149k	34.99	View chart
Ishares Tr Tips Bd Etf (TIP)	0.8	$4.0M	-3%	39k	103.72	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.7	$3.6M	-9%	172k	20.89	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.6	$3.0M		67k	44.63	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.5	$2.8M		33k	82.52	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.5	$2.6M	+50%	33k	78.20	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$2.5M		34k	73.72	View chart
Ishares Tr Faln Angls Usd (FALN)	0.5	$2.3M		94k	24.80	View chart
Ishares Tr Msci Emg Mkt Etf Call Option (EEM)	0.4	$2.3M	-2%	61k	37.95	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.4	$2.3M	-4%	162k	14.32	View chart
Ishares Tr Msci Eafe Etf Call Option (EFA)	0.4	$2.3M	-2%	33k	68.92	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.1M		21k	102.54	View chart
Ark Etf Tr Innovation Etf Call Option (ARKK)	0.4	$1.9M	NEW	48k	39.67	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.4	$1.9M	-4%	19k	100.20	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$1.7M	+2%	19k	87.90	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$1.6M	-17%	33k	49.49	View chart
Ishares Tr Cmbs Etf (CMBS)	0.3	$1.6M	+2%	36k	45.04	View chart
Texas Instruments Incorporated (TXN)	0.3	$1.5M		9.5k	159.01	View chart
Diamondback Energy (FANG)	0.3	$1.5M		9.5k	154.88	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$1.2M		3.9k	307.11	View chart
Apple (AAPL)	0.2	$1.2M	+2%	7.0k	171.22	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	0.2	$1.1M	+30%	56k	19.68	View chart
Capitol Ser Tr Fairlead Tactica (TACK)	0.2	$955k	+6%	42k	22.66	View chart
Exxon Mobil Corporation (XOM)	0.2	$892k		7.6k	117.59	View chart
Western Asset Premier Bd Shs Ben Int (WEA)	0.2	$889k		88k	10.09	View chart
Cisco Systems (CSCO)	0.2	$886k		17k	53.76	View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Cb	0.2	$870k	-8%	41k	21.23	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)	0.2	$818k	-38%	36k	22.48	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	0.2	$815k	+37%	21k	39.17	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.2	$811k	-12%	36k	22.48	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$747k	-12%	9.9k	75.15	View chart
NVIDIA Corporation (NVDA)	0.1	$739k		1.7k	434.99	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$737k	-27%	37k	20.11	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$728k		39k	18.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$720k		38k	18.73	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$713k		37k	19.36	View chart
Abbvie (ABBV)	0.1	$708k	-7%	4.8k	149.06	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$685k	+32%	8.8k	77.95	View chart
Amazon (AMZN)	0.1	$647k	+21%	5.1k	127.12	View chart
Paccar (PCAR)	0.1	$643k		7.6k	85.02	View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Hy	0.1	$604k		26k	23.50	View chart
Raytheon Technologies Corp (RTX)	0.1	$519k		7.2k	71.97	View chart
Ford Motor Company (F)	0.1	$518k		42k	12.42	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$508k	+64%	8.8k	57.85	View chart
Wp Carey (WPC)	0.1	$500k		9.2k	54.08	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$417k	+72%	881.00	473.65	View chart
Microsoft Corporation (MSFT)	0.1	$400k	+10%	1.3k	315.83	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$374k	+38%	7.8k	48.14	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$338k		4.8k	70.76	View chart
Colgate-Palmolive Company (CL)	0.1	$338k		4.8k	71.11	View chart
ConocoPhillips (COP)	0.1	$337k		2.8k	119.82	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$335k		6.8k	49.53	View chart
Abbott Laboratories (ABT)	0.1	$327k	-24%	3.4k	96.85	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$313k	-3%	10k	30.15	View chart
Chevron Corporation (CVX)	0.1	$300k		1.8k	168.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$298k		694.00	429.43	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$289k	+24%	7.0k	41.26	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$250k	+4%	5.7k	43.71	View chart
BP Sponsored Adr (BP)	0.0	$243k		6.3k	38.72	View chart
Home BancShares (HOMB)	0.0	$233k		11k	20.94	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.0	$220k		6.5k	33.96	View chart
Broadcom (AVGO)	0.0	$216k		260.00	830.58	View chart

Past Filings by Insight Wealth Partners

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

Insight Wealth Partners 2023 Q3 filed Oct. 30, 2023
Insight Wealth Partners 2023 Q2 filed Aug. 11, 2023
Insight Wealth Partners 2023 Q1 filed May 12, 2023
Insight Wealth Partners 2022 Q4 filed Feb. 1, 2023
Insight Wealth Partners 2022 Q3 filed Dec. 1, 2022
Insight Wealth Partners 2022 Q2 filed July 13, 2022
Insight Wealth Partners 2022 Q1 filed May 2, 2022
Insight Wealth Partners 2021 Q4 filed Feb. 4, 2022
Insight Wealth Partners 2021 Q3 filed Nov. 5, 2021
Insight Wealth Partners 2021 Q2 filed July 14, 2021
Insight Wealth Partners 2021 Q1 filed April 20, 2021
Insight Wealth Partners 2020 Q4 filed Jan. 19, 2021
Insight Wealth Partners 2020 Q3 filed Oct. 16, 2020
Insight Wealth Partners 2020 Q2 filed July 20, 2020
Insight Wealth Partners 2020 Q1 filed May 7, 2020
Insight Wealth Partners 2019 Q4 filed March 16, 2020

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