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, LQD, IAU, and represent 84.13% of Insight Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$80M), BSJQ (+$11M), BSMU, LQD, FBND, GTO, CMBS, PFF, IG, MUB.
- Started 7 new stock positions in AOK, BP, BSMU, DE, AVUV, PFF, BSJQ.
- Reduced shares in these 10 stocks: BIV (-$13M), IUSB, USIG, Bscm etf, Invesco Exch Trd Slf Idx Fd bulshs 2022 hy, ARKK, VCSH, XOM, PGX, SHV.
- Sold out of its positions in ARKK, PGX, Invesco Exch Trd Slf Idx Fd bulshs 2022 hy, Bscm etf, USIG, SHV, BND.
- Insight Wealth Partners was a net buyer of stock by $78M.
- Insight Wealth Partners has $401M in assets under management (AUM), dropping by 33.17%.
- Central Index Key (CIK): 0001627003
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Portfolio Holdings for Insight Wealth Partners
Insight Wealth Partners holds 58 positions in its portfolio as reported in the December 2022 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) | 73.4 | $294M | +37% | 770k | 382.43 | |
| Texas Pacific Land Corp (TPL) | 4.8 | $19M | 8.1k | 2344.23 | ||
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 2.7 | $11M | NEW | 483k | 22.52 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.8 | $7.2M | +56% | 68k | 105.43 | |
| Ishares Gold Tr Ishares New (IAU) | 1.5 | $5.9M | 171k | 34.59 | ||
| Ishares Tr Tips Bd Etf (TIP) | 1.4 | $5.5M | 52k | 106.44 | ||
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.4 | $5.5M | +54% | 122k | 45.02 | |
| Invesco Actively Managed Etf Total Return (GTO) | 1.1 | $4.5M | +24% | 96k | 46.47 | |
| Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) | 1.1 | $4.2M | NEW | 195k | 21.67 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.0 | $4.0M | -77% | 53k | 74.32 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.9 | $3.6M | +7% | 43k | 84.59 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.7 | $2.9M | -5% | 40k | 73.63 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.7 | $2.8M | -4% | 115k | 24.61 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.6 | $2.5M | 180k | 14.10 | ||
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| Ishares Tr National Mun Etf (MUB) | 0.6 | $2.5M | +13% | 23k | 105.52 | |
| Pimco Etf Tr Active Bd Etf (BOND) | 0.5 | $2.2M | +14% | 24k | 90.48 | |
| Ishares Tr Cmbs Etf (CMBS) | 0.5 | $2.1M | +23% | 45k | 45.91 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $1.4M | -7% | 8.6k | 165.22 | |
| Diamondback Energy (FANG) | 0.3 | $1.3M | 9.5k | 136.78 | ||
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.3 | $1.2M | +3% | 20k | 62.11 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.2M | -21% | 16k | 75.19 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.0M | 3.9k | 266.84 | ||
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.2 | $942k | 45k | 20.98 | ||
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.2 | $927k | 45k | 20.49 | ||
| Exxon Mobil Corporation (XOM) | 0.2 | $836k | -27% | 7.6k | 110.31 | |
| Western Asset Premier Bd Shs Ben Int (WEA) | 0.2 | $803k | -4% | 76k | 10.64 | |
| Cisco Systems (CSCO) | 0.2 | $785k | 17k | 47.64 | ||
| Wp Carey (WPC) | 0.2 | $768k | 9.8k | 78.15 | ||
| Raytheon Technologies Corp (RTX) | 0.2 | $699k | 6.9k | 100.92 | ||
| Principal Exchange Traded Prnc Invt Grad (IG) | 0.2 | $681k | +79% | 33k | 20.42 | |
| Apple (AAPL) | 0.2 | $662k | +4% | 5.1k | 129.93 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) | 0.1 | $599k | 26k | 23.31 | ||
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.1 | $592k | 27k | 22.12 | ||
| Paccar (PCAR) | 0.1 | $499k | 5.0k | 98.97 | ||
| Dbx Etf Tr Xtrackers S&p (SNPE) | 0.1 | $494k | +15% | 14k | 34.56 | |
| Ford Motor Company (F) | 0.1 | $446k | 38k | 11.63 | ||
| Colgate-Palmolive Company (CL) | 0.1 | $375k | 4.8k | 78.79 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $361k | 4.8k | 75.54 | ||
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $338k | 6.8k | 50.00 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $328k | NEW | 11k | 30.53 | |
| ConocoPhillips (COP) | 0.1 | $321k | 2.7k | 118.00 | ||
| Chevron Corporation (CVX) | 0.1 | $319k | 1.8k | 179.49 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $308k | -15% | 3.8k | 81.16 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $306k | -5% | 15k | 20.14 | |
| Etf Ser Solutions Vident Intl Eq (VIDI) | 0.1 | $252k | 12k | 21.61 | ||
| Home BancShares (HOMB) | 0.1 | $247k | 11k | 22.79 | ||
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $247k | -95% | 5.5k | 44.93 | |
| NVIDIA Corporation (NVDA) | 0.1 | $243k | 1.7k | 146.14 | ||
| Pfizer (PFE) | 0.1 | $242k | 4.7k | 51.24 | ||
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $238k | 5.0k | 47.55 | ||
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $227k | NEW | 3.1k | 74.51 | |
| Ishares Tr Conser Alloc Etf (AOK) | 0.1 | $218k | NEW | 6.5k | 33.61 | |
| BP Sponsored Adr (BP) | 0.1 | $211k | NEW | 6.0k | 34.93 | |
| Amazon (AMZN) | 0.1 | $210k | -3% | 2.5k | 84.00 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $207k | 9.4k | 22.11 | ||
| Deere & Company (DE) | 0.1 | $201k | NEW | 468.00 | 428.76 | |
| Ishares Tr Msci Eafe Etf Call Option (EFA) | 0.0 | $3.9k | -80% | 34k | 0.12 | |
| Ishares Tr Msci Emg Mkt Etf Call Option (EEM) | 0.0 | $1.1k | -46% | 93k | 0.01 | |
Past Filings by Insight Wealth Partners
SEC 13F filings are viewable for Insight Wealth Partners going back to 2019
- 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