Insight Wealth Partners

Insight Wealth Partners as of Dec. 31, 2020

Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 52 positions in its portfolio as reported in the December 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 (SPY) 77.4 $377M 1.0M 374.22
Invesco Actively Managed Etf Total Return (GTO) 3.2 $16M 274k 57.67
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.1 $10M 75k 138.14
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $10M 123k 83.25
Ishares Gold Trust Ishares 1.3 $6.3M 345k 18.13
Texas Pac Ld Tr Sub Ctf Prop I T 1.2 $5.9M 8.1k 727.06
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.2 $5.6M 104k 54.25
Ishares Tr National Mun Etf (MUB) 1.1 $5.1M 44k 117.20
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $5.1M 92k 55.19
Etf Ser Solutions Vident Intl Eq (VIDI) 0.9 $4.5M 184k 24.79
Etf Ser Solutions Vident Core Us (VBND) 0.8 $3.8M 73k 51.92
Pimco Etf Tr Active Bd Etf (BOND) 0.6 $3.1M 27k 113.12
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $2.7M 23k 115.91
Ishares Tr Faln Angls Usd (FALN) 0.5 $2.5M 86k 29.43
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $2.5M 29k 87.30
Etf Ser Solutions Videntcore Eq Fd (VUSE) 0.5 $2.2M 64k 34.85
Ark Etf Tr Innovation Etf (ARKK) 0.4 $1.9M 15k 124.48
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $1.8M 14k 133.01
Ishares Tr Core Intl Aggr (IAGG) 0.3 $1.7M 30k 56.22
Ishares Tr Cmbs Etf (CMBS) 0.3 $1.5M 27k 55.33
Texas Instruments Incorporated (TXN) 0.3 $1.3M 7.9k 164.18
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $1.2M 51k 22.39
Sprott Physical Gold Tr Unit (PHYS) 0.2 $1.1M 73k 15.09
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $1.1M 50k 21.91
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.2 $1.0M 48k 21.75
Invesco Exch Trd Slf Idx Bulshs 2021 Cb 0.2 $977k 46k 21.20
Apple (AAPL) 0.2 $913k 6.9k 132.72
Cisco Systems (CSCO) 0.2 $865k 19k 44.77
Wp Carey (WPC) 0.2 $775k 11k 70.56
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.1 $722k 29k 24.91
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.1 $706k 28k 25.39
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 0.1 $693k 30k 23.35
Invesco Exch Trd Slf Idx Bulshs 2021 Hy 0.1 $680k 29k 23.09
Raytheon Technologies Corp (RTX) 0.1 $546k 7.6k 71.56
QEP Resources 0.1 $450k 188k 2.39
Paccar (PCAR) 0.1 $438k 5.1k 86.22
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.1 $420k 5.8k 72.19
Qorvo (QRVO) 0.1 $403k 2.4k 166.46
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $393k 6.2k 63.84
Accenture Plc Ireland Shs Class A (ACN) 0.1 $386k 1.5k 261.34
Fiserv (FI) 0.1 $357k 3.1k 113.80
Amazon (AMZN) 0.1 $352k 108.00 3259.26
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $340k 22k 15.26
Microsoft Corporation (MSFT) 0.1 $305k 1.4k 222.47
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $233k 10k 22.62
Dbx Etf Tr Xtrackers S&p (SNPE) 0.0 $230k 7.0k 32.90
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.0 $214k 8.7k 24.49
Exxon Mobil Corporation (XOM) 0.0 $206k 5.0k 41.27
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $201k 7.4k 27.11
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $75k 12k 6.17
Transocean Reg Shs (RIG) 0.0 $23k 10k 2.30
Goldman Sachs Bdc Note 4.500% 4/0 (Principal) 0.0 $21k 20k 1.05