Insight Wealth Partners

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

  • Insight Wealth Partners was a net seller of stock by $0.

Portfolio Holdings for Insight Wealth Partners

Companies in the Insight Wealth Partners portfolio as of the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 83.21 973759 321.56
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 2.04 60125 127.97
Chevron Corporation (CVX) 1.83 57272 120.51
Texas Pacific Land Trust (TPL) 1.69 8160 781.25
iShares iBoxx $ High Yid Corp Bond (HYG) 1.14 48741 87.93
Vident International Equity Fu ifus 1.12 166629 25.18
Vident Core Us Bond Strategy bfus 1.10 82085 50.28
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.96 31560 114.58
Fidelity Bond Etf 0.66 47971 51.74
iShares Gold Trust (IAU) 0.57 147489 14.50
Vident Us Equity sfus 0.47 53417 33.15
Ishares Tr core intl aggr 0.41 27915 54.77
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.37 11033 125.71
Ishares Tr faln angls usd 0.36 50598 27.12
Texas Instruments Incorporated (TXN) 0.28 8297 128.24
Bsco etf 0.26 46278 21.48
Guggenheim Bulletshrs 2023 Corp Bd Etf 0.26 45828 21.32
Cisco Systems (CSCO) 0.25 19319 47.98
Bscm etf 0.25 43416 21.51
Wp Carey 0.24 11103 80.07
Invesco Bulletshares 2021 Corp 0.23 41633 21.23
Invesco Bulletshs 2020 Hi Yld Corp Bd Etf 0.21 33799 23.94
Raytheon Company (RTN) 0.19 3300 219.70
Invesco Bulletshares 2020 Corp 0.19 33259 21.29
Invesco Exch Trd Slf Idx Fd bulshs 2021 hy 0.19 29386 24.67
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy 0.17 25568 24.44
Invesco Exch Trd Slf Idx Fd bulshs 2023 hy 0.17 24010 26.16
Inv Bulletshs 2024 Etf etf/closed end- 0.17 25138 25.50
PACCAR (PCAR) 0.15 7005 79.09
Schlumberger (SLB) 0.14 13480 40.21
Pioneer Natural Resources (PXD) 0.13 3350 151.34
Fiserv (FISV) 0.10 3349 115.56
Qorvo 0.10 3200 116.25
Pgx etf 0.09 22278 14.99
Accenture 0.08 1386 210.68
Exxon Mobil Corporation (XOM) 0.07 3828 69.75
Apple (AAPL) 0.07 915 293.99
Berkshire Hathaway (BRK.B) 0.06 1051 226.45