Insight Wealth Partners

Insight Wealth Partners as of Sept. 30, 2021

Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 55 positions in its portfolio as reported in the September 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) 65.7 $322M 752k 428.33
Invesco Actively Managed Etf Total Return (GTO) 4.3 $21M 373k 56.80
Ishares Tr Tips Bd Etf (TIP) 2.9 $14M 111k 127.69
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.5 $12M 150k 82.41
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.5 $12M 91k 133.03
Ishares Tr Msci Eafe Etf (EFA) 2.2 $11M 140k 78.08
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.0 $9.9M 186k 53.13
Texas Pacific Land Corp (TPL) 2.0 $9.8M 8.1k 1209.35
Ishares Tr Core Total Usd (IUSB) 2.0 $9.6M 181k 53.24
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.9 $9.4M 72k 130.17
Ishares Tr National Mun Etf (MUB) 1.5 $7.1M 61k 116.17
Ishares Gold Tr Ishares New (IAU) 1.2 $5.9M 178k 33.41
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $4.8M 87k 54.77
Ishares Tr Faln Angls Usd (FALN) 0.9 $4.4M 146k 30.11
Ishares Tr Jpmorgan Usd Emg (EMB) 0.9 $4.2M 39k 110.05
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.8 $4.0M 45k 87.50
Sprott Physical Gold Tr Unit (PHYS) 0.4 $2.0M 143k 13.80
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $1.7M 15k 110.57
Ark Etf Tr Innovation Etf (ARKK) 0.3 $1.5M 14k 110.51
Texas Instruments Incorporated (TXN) 0.3 $1.5M 7.9k 192.20
Ishares Tr Cmbs Etf (CMBS) 0.3 $1.5M 28k 54.06
Etf Ser Solutions Vident Intl Eq (VIDI) 0.3 $1.4M 51k 26.64
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $1.1M 51k 22.11
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $1.1M 50k 21.67
Cisco Systems (CSCO) 0.2 $1.0M 19k 54.45
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.2 $1.0M 48k 21.54
Invesco Exch Trd Slf Idx Bulshs 2021 Cb 0.2 $972k 46k 21.10
Etf Ser Solutions Vident Core Us (VBND) 0.2 $943k 18k 51.43
Etf Ser Solutions Videntcore Eq Fd (VUSE) 0.2 $899k 21k 43.19
Diamondback Energy (FANG) 0.2 $897k 9.5k 94.71
Western Asset Premier Bd Shs Ben Int (WEA) 0.2 $759k 54k 14.12
Wp Carey (WPC) 0.1 $731k 10k 73.00
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.1 $726k 29k 25.05
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.1 $704k 28k 25.32
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 0.1 $690k 30k 23.24
Invesco Exch Trd Slf Idx Bulshs 2021 Hy 0.1 $677k 29k 22.99
Raytheon Technologies Corp (RTX) 0.1 $615k 7.2k 85.91
Apple (AAPL) 0.1 $610k 4.3k 141.53
Ishares Tr Msci Emg Mkt Etf Call Option (EEM) 0.1 $521k 137k 3.81
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.1 $469k 4.4k 107.03
Dbx Etf Tr Xtrackers S&p (SNPE) 0.1 $430k 11k 37.95
Accenture Plc Ireland Shs Class A (ACN) 0.1 $418k 1.3k 319.57
Paccar (PCAR) 0.1 $398k 5.0k 78.97
Ishares Tr Core Intl Aggr (IAGG) 0.1 $379k 6.9k 54.98
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $355k 4.8k 74.27
Ishares Tr Core Div Grwth (DGRO) 0.1 $340k 6.8k 50.30
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $335k 22k 15.04
Qorvo (QRVO) 0.1 $326k 2.0k 167.18
Exxon Mobil Corporation (XOM) 0.1 $293k 5.0k 58.87
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $291k 5.4k 53.51
Amazon (AMZN) 0.0 $243k 74.00 3283.78
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $229k 10k 22.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $225k 2.6k 85.29
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.0 $215k 8.7k 24.60
Goldman Sachs Bdc Note 4.500% 4/0 (Principal) 0.0 $20k 20k 1.00