Insight Wealth Partners as of Dec. 31, 2019
Portfolio Holdings for Insight Wealth Partners
Insight Wealth Partners holds 38 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 83.2 | $313M | 974k | 321.56 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.0 | $7.7M | 60k | 127.97 | |
| Chevron Corporation (CVX) | 1.8 | $6.9M | 57k | 120.51 | |
| Texas Pacific Land Trust | 1.7 | $6.4M | 8.2k | 781.25 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 1.1 | $4.3M | 49k | 87.93 | |
| Vident International Equity Fu ifus (VIDI) | 1.1 | $4.2M | 167k | 25.18 | |
| Vident Core Us Bond Strategy bfus (VBND) | 1.1 | $4.1M | 82k | 50.28 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 1.0 | $3.6M | 32k | 114.58 | |
| Fidelity Bond Etf (FBND) | 0.7 | $2.5M | 48k | 51.74 | |
| iShares Gold Trust | 0.6 | $2.1M | 148k | 14.50 | |
| Vident Us Equity sfus (VUSE) | 0.5 | $1.8M | 53k | 33.15 | |
| Ishares Tr core intl aggr (IAGG) | 0.4 | $1.5M | 28k | 54.77 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.4 | $1.4M | 11k | 125.71 | |
| Ishares Tr faln angls usd (FALN) | 0.4 | $1.4M | 51k | 27.12 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $1.1M | 8.3k | 128.24 | |
| Bsco etf (BSCO) | 0.3 | $994k | 46k | 21.48 | |
| Guggenheim Bulletshrs 2023 Corp Bd Etf | 0.3 | $977k | 46k | 21.32 | |
| Cisco Systems (CSCO) | 0.2 | $927k | 19k | 47.98 | |
| Bscm etf | 0.2 | $934k | 43k | 21.51 | |
| Wp Carey (WPC) | 0.2 | $889k | 11k | 80.07 | |
| Invesco Bulletshares 2021 Corp | 0.2 | $884k | 42k | 21.23 | |
| Invesco Bulletshs 2020 Hi Yld Corp Bd Etf | 0.2 | $809k | 34k | 23.94 | |
| Raytheon Company | 0.2 | $725k | 3.3k | 219.70 | |
| Invesco Bulletshares 2020 Corp | 0.2 | $708k | 33k | 21.29 | |
| Invesco Exch Trd Slf Idx Fd bulshs 2021 hy | 0.2 | $725k | 29k | 24.67 | |
| Invesco Exch Trd Slf Idx Fd bulshs 2022 hy | 0.2 | $625k | 26k | 24.44 | |
| Invesco Exch Trd Slf Idx Fd bulshs 2023 hy | 0.2 | $628k | 24k | 26.16 | |
| Inv Bulletshs 2024 Etf etf/closed end- (BSJO) | 0.2 | $641k | 25k | 25.50 | |
| Paccar (PCAR) | 0.1 | $554k | 7.0k | 79.09 | |
| Schlumberger (SLB) | 0.1 | $542k | 14k | 40.21 | |
| Pioneer Natural Resources | 0.1 | $507k | 3.4k | 151.34 | |
| Fiserv (FI) | 0.1 | $387k | 3.3k | 115.56 | |
| Qorvo (QRVO) | 0.1 | $372k | 3.2k | 116.25 | |
| Pgx etf (PGX) | 0.1 | $334k | 22k | 14.99 | |
| Accenture (ACN) | 0.1 | $292k | 1.4k | 210.68 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $267k | 3.8k | 69.75 | |
| Apple (AAPL) | 0.1 | $269k | 915.00 | 293.99 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $238k | 1.1k | 226.45 |
