Insight Wealth Partners

Insight Wealth Partners as of March 31, 2020

Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 35 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 78.9 $240M 931k 257.81
Direxion Daily Large Cp Bull 3X (SPXL) 3.9 $12M 457k 26.05
iShares IBoxx $ Invest Grade Corp Bd (LQD) 2.9 $8.9M 72k 123.51
Fidelity Bond Etf (FBND) 1.5 $4.4M 85k 51.75
Vident Core Us Bond Strategy bfus (VBND) 1.4 $4.1M 86k 48.24
iShares iBoxx $ High Yid Corp Bond (HYG) 1.1 $3.4M 44k 77.07
Texas Pacific Land Trust 1.0 $3.1M 8.2k 380.02
Vident International Equity Fu ifus (VIDI) 1.0 $3.0M 175k 17.05
Ishares Tr core intl aggr (IAGG) 0.9 $2.6M 48k 54.69
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.9 $2.6M 27k 96.69
iShares Gold Trust 0.8 $2.3M 155k 15.07
Chevron Corporation (CVX) 0.7 $2.2M 31k 72.80
Ishares Tr faln angls usd (FALN) 0.7 $2.2M 96k 22.44
Vident Us Equity sfus (VUSE) 0.4 $1.2M 54k 22.48
Bsco etf (BSCO) 0.3 $956k 46k 20.66
Guggenheim Bulletshrs 2023 Corp Bd Etf 0.3 $950k 46k 20.73
Bscm etf 0.3 $920k 43k 21.19
Invesco Bulletshares 2021 Corp 0.3 $873k 42k 20.97
Texas Instruments Incorporated (TXN) 0.3 $829k 8.3k 99.92
Invesco Bulletshs 2020 Hi Yld Corp Bd Etf 0.3 $777k 34k 22.99
Cisco Systems (CSCO) 0.2 $759k 19k 39.29
Invesco Bulletshares 2020 Corp 0.2 $699k 33k 21.02
Invesco Exch Trd Slf Idx Fd bulshs 2021 hy 0.2 $651k 29k 22.15
Wp Carey (WPC) 0.2 $638k 11k 58.09
Inv Bulletshs 2024 Etf etf/closed end- (BSJO) 0.2 $558k 25k 22.20
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy 0.2 $554k 26k 21.67
Invesco Exch Trd Slf Idx Fd bulshs 2023 hy 0.2 $539k 24k 22.45
Raytheon Company 0.1 $433k 3.3k 131.21
Paccar (PCAR) 0.1 $428k 7.0k 61.10
Fiserv (FI) 0.1 $298k 3.1k 95.00
Pgx etf (PGX) 0.1 $293k 22k 13.15
Qorvo (QRVO) 0.1 $258k 3.2k 80.62
Apple (AAPL) 0.1 $233k 915.00 254.64
Accenture (ACN) 0.1 $226k 1.4k 163.06
Schlumberger (SLB) 0.1 $224k 20k 11.11