Insight Wealth Partners

Insight Wealth Partners as of June 30, 2020

Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 39 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) 38.2 $37M 1.1M 32.44
Ishares Tr Iboxx Inv Cp Etf (LQD) 10.5 $10M 76k 134.50
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.1 $5.0M 93k 53.93
Texas Pac Ld Tr Sub Ctf Prop I T 5.0 $4.9M 8.2k 594.73
Etf Ser Solutions Vident Core Us (VBND) 4.2 $4.1M 81k 50.78
Ishares Tr Iboxx Hi Yd Etf (HYG) 3.9 $3.8M 47k 81.62
Etf Ser Solutions Vident Intl Eq (VIDI) 3.9 $3.8M 188k 20.32
Ishares Gold Trust Ishares 3.4 $3.3M 192k 16.99
Ishares Tr Jpmorgan Usd Emg (EMB) 3.2 $3.1M 29k 109.21
Ishares Tr Core Intl Aggr (IAGG) 2.8 $2.7M 49k 55.69
Ishares Tr Faln Angls Usd (FALN) 2.7 $2.7M 101k 26.21
Etf Ser Solutions Videntcore Eq Fd (VUSE) 1.8 $1.8M 65k 27.46
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 1.0 $1.0M 46k 22.04
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 1.0 $986k 45k 21.75
Texas Instruments Incorporated (TXN) 1.0 $958k 7.5k 126.94
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 1.0 $937k 43k 21.83
Cisco Systems (CSCO) 0.9 $903k 19k 46.65
Invesco Exch Trd Slf Idx Bulshs 2021 Cb 0.9 $879k 41k 21.36
Invesco Exch Trd Slf Idx Bulshs 2020 Hy 0.8 $777k 33k 23.28
Wp Carey (WPC) 0.8 $743k 11k 67.65
Invesco Exch Trd Slf Idx Bulshs 2020 Cb 0.7 $705k 33k 21.29
Invesco Exch Trd Slf Idx Bulshs 2021 Hy 0.7 $657k 29k 22.68
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.6 $580k 25k 23.46
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.6 $566k 24k 23.97
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 0.6 $565k 25k 22.30
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.6 $540k 13k 41.82
Paccar (PCAR) 0.5 $524k 7.0k 74.80
Chevron Corporation Call Option (CVX) 0.5 $510k 31k 16.70
Raytheon Technologies Corp (RTX) 0.5 $470k 7.6k 61.60
Apple (AAPL) 0.4 $398k 1.1k 364.47
Sprott Physical Gold Tr Unit (PHYS) 0.3 $335k 23k 14.33
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $315k 22k 14.14
Fiserv (FI) 0.3 $306k 3.1k 97.55
Accenture Plc Ireland Shs Class A (ACN) 0.3 $298k 1.4k 215.01
Qorvo (QRVO) 0.3 $268k 2.4k 110.70
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $204k 1.8k 111.78
Schlumberger Call Option (SLB) 0.1 $104k 20k 5.15
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $87k 12k 7.16
Goldman Sachs Bdc Note 4.500% 4/0 (Principal) 0.0 $20k 20k 1.00