Insight Wealth Partners

Insight Wealth Partners as of March 31, 2021

Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 51 positions in its portfolio as reported in the March 2021 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) 74.6 $418M 1.1M 396.85
Invesco Actively Managed Etf Total Return (GTO) 3.2 $18M 323k 56.02
Ishares Tr Tips Bd Etf (TIP) 2.1 $12M 95k 125.50
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $12M 143k 82.50
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.1 $12M 89k 130.05
Fidelity Covington Trust Total Bd Etf (FBND) 1.6 $9.1M 174k 52.41
Ishares Tr Core Total Usd (IUSB) 1.4 $7.6M 144k 52.75
Ishares Tr National Mun Etf (MUB) 1.3 $7.2M 62k 116.05
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.2 $6.8M 52k 129.89
Ishares Gold Tr Ishares 1.2 $6.5M 399k 16.26
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $4.9M 90k 54.64
Etf Ser Solutions Vident Intl Eq (VIDI) 0.8 $4.7M 174k 27.34
Ishares Tr Faln Angls Usd (FALN) 0.8 $4.2M 145k 29.24
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $4.1M 38k 108.89
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $3.9M 45k 87.19
Etf Ser Solutions Vident Core Us (VBND) 0.6 $3.3M 67k 50.36
Etf Ser Solutions Videntcore Eq Fd (VUSE) 0.5 $2.7M 64k 41.78
Ark Etf Tr Innovation Etf (ARKK) 0.3 $1.9M 15k 119.96
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $1.7M 16k 109.43
Texas Instruments Incorporated (TXN) 0.3 $1.5M 7.9k 189.02
Ishares Tr Cmbs Etf (CMBS) 0.3 $1.5M 28k 53.88
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $1.1M 51k 22.17
Sprott Physical Gold Tr Unit (PHYS) 0.2 $1.1M 81k 13.41
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $1.1M 50k 21.77
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.2 $1.0M 48k 21.64
Cisco Systems (CSCO) 0.2 $999k 19k 51.71
Invesco Exch Trd Slf Idx Bulshs 2021 Cb 0.2 $974k 46k 21.14
Ishares Tr Msci Eafe Etf (EFA) 0.2 $973k 13k 76.21
Wp Carey (WPC) 0.1 $756k 11k 70.75
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.1 $724k 29k 24.98
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.1 $704k 28k 25.32
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 0.1 $693k 30k 23.35
Diamondback Energy (FANG) 0.1 $692k 9.4k 73.45
Invesco Exch Trd Slf Idx Bulshs 2021 Hy 0.1 $679k 29k 23.06
Apple (AAPL) 0.1 $601k 4.9k 122.08
Raytheon Technologies Corp (RTX) 0.1 $590k 7.6k 77.33
Paccar (PCAR) 0.1 $472k 5.1k 92.91
Qorvo (QRVO) 0.1 $442k 2.4k 182.57
Ishares Tr Core Intl Aggr (IAGG) 0.1 $432k 7.9k 54.89
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.1 $388k 4.6k 84.85
Accenture Plc Ireland Shs Class A (ACN) 0.1 $383k 1.4k 276.33
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $358k 4.9k 72.91
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $334k 22k 14.99
Dbx Etf Tr Xtrackers S&p (SNPE) 0.1 $328k 9.4k 34.78
Ishares Tr Core Div Grwth (DGRO) 0.1 $298k 6.2k 48.34
Exxon Mobil Corporation (XOM) 0.0 $279k 5.0k 55.83
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $228k 10k 22.14
American Airls (AAL) 0.0 $222k 9.3k 23.90
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.0 $215k 8.7k 24.60
Amazon (AMZN) 0.0 $210k 68.00 3088.24
Goldman Sachs Bdc Note 4.500% 4/0 (Principal) 0.0 $21k 20k 1.05