Insight Wealth Partners

Insight Wealth Partners as of Dec. 31, 2021

Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 81 positions in its portfolio as reported in the December 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) 63.7 $351M 740k 474.88
Invesco Actively Managed Etf Total Return (GTO) 4.3 $24M 423k 56.36
Ishares Tr Tips Bd Etf (TIP) 2.9 $16M 124k 129.20
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.5 $14M 169k 81.26
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.4 $13M 99k 132.52
Ishares Tr Msci Eafe Etf (EFA) 2.4 $13M 165k 79.08
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.0 $11M 213k 53.02
Texas Pacific Land Corp (TPL) 1.8 $10M 8.1k 1248.83
Ishares Tr Core Total Usd (IUSB) 1.7 $9.6M 182k 52.93
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.6 $8.9M 69k 128.68
Ishares Tr Msci Emg Mkt Etf Call Option (EEM) 1.5 $8.0M 163k 49.13
Ishares Tr National Mun Etf (MUB) 1.3 $7.4M 63k 116.28
Ishares Gold Tr Ishares New (IAU) 1.1 $6.3M 180k 34.81
Ishares Tr Jpmorgan Usd Emg (EMB) 0.9 $5.1M 47k 109.05
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $4.9M 89k 54.91
Ishares Tr Faln Angls Usd (FALN) 0.9 $4.8M 160k 29.97
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.8 $4.6M 53k 87.02
Sprott Physical Gold Tr Unit (PHYS) 0.4 $2.3M 158k 14.36
Texas Instruments Incorporated (TXN) 0.4 $2.0M 11k 188.48
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $1.8M 16k 109.40
Ishares Tr Cmbs Etf (CMBS) 0.3 $1.7M 31k 53.04
Ark Etf Tr Innovation Etf (ARKK) 0.2 $1.3M 14k 94.63
Cisco Systems (CSCO) 0.2 $1.2M 19k 63.39
Apple (AAPL) 0.2 $1.2M 6.6k 177.62
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $1.1M 51k 21.82
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $1.1M 50k 21.47
Western Asset Premier Bd Shs Ben Int (WEA) 0.2 $1.0M 71k 14.33
Diamondback Energy (FANG) 0.2 $1.0M 9.5k 107.80
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.2 $1.0M 48k 21.39
Etf Ser Solutions Vident Intl Eq (VIDI) 0.2 $905k 34k 26.52
Broadcom (AVGO) 0.2 $893k 1.3k 665.42
Wp Carey (WPC) 0.1 $822k 10k 82.09
Etf Ser Solutions Videntcore Eq Fd (VUSE) 0.1 $796k 17k 46.63
Microsoft Corporation (MSFT) 0.1 $793k 2.4k 336.16
Home Depot (HD) 0.1 $762k 1.8k 414.81
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.1 $724k 29k 24.98
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 0.1 $718k 31k 23.24
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.1 $703k 28k 25.28
Etf Ser Solutions Vident Core Us (VBND) 0.1 $665k 13k 50.91
Exxon Mobil Corporation (XOM) 0.1 $624k 10k 61.20
Raytheon Technologies Corp (RTX) 0.1 $616k 7.2k 86.05
Amazon (AMZN) 0.1 $580k 174.00 3333.33
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.1 $545k 3.8k 143.53
Accenture Plc Ireland Shs Class A (ACN) 0.1 $542k 1.3k 414.37
Nasdaq Omx (NDAQ) 0.1 $536k 2.6k 210.03
Alphabet Cap Stk Cl A (GOOGL) 0.1 $507k 175.00 2897.14
Abbott Laboratories (ABT) 0.1 $486k 3.5k 140.67
Dbx Etf Tr Xtrackers S&p (SNPE) 0.1 $483k 11k 42.63
JPMorgan Chase & Co. (JPM) 0.1 $481k 3.0k 158.48
NVIDIA Corporation (NVDA) 0.1 $463k 1.6k 294.34
Paccar (PCAR) 0.1 $445k 5.0k 88.29
Nextera Energy (NEE) 0.1 $421k 4.5k 93.35
Costco Wholesale Corporation (COST) 0.1 $408k 719.00 567.45
Colgate-Palmolive Company (CL) 0.1 $406k 4.8k 85.40
Ishares Tr Core Intl Aggr (IAGG) 0.1 $390k 7.2k 54.47
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $386k 4.8k 80.75
Ishares Tr Core Div Grwth (DGRO) 0.1 $376k 6.8k 55.63
BlackRock (BLK) 0.1 $375k 410.00 914.63
Bristol Myers Squibb (BMY) 0.1 $340k 5.5k 62.33
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $334k 22k 14.99
Inventrust Pptys Corp Com New (IVT) 0.1 $316k 12k 27.27
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $309k 3.6k 84.84
Hartford Financial Services (HIG) 0.1 $308k 4.5k 69.15
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $305k 14k 21.90
Qorvo (QRVO) 0.1 $305k 2.0k 156.41
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $289k 5.4k 53.14
Analog Devices (ADI) 0.1 $288k 1.6k 175.50
United Parcel Service CL B (UPS) 0.1 $283k 1.3k 214.07
Pfizer (PFE) 0.1 $279k 4.7k 59.11
Waste Management (WM) 0.0 $269k 1.6k 167.18
Best Buy (BBY) 0.0 $252k 2.5k 101.57
Fastenal Company (FAST) 0.0 $239k 3.7k 64.14
PNC Financial Services (PNC) 0.0 $235k 1.2k 200.34
Yeti Hldgs (YETI) 0.0 $234k 2.8k 82.71
Comcast Corp Cl A (CMCSA) 0.0 $223k 4.4k 50.27
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $221k 482.00 458.51
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.0 $215k 8.7k 24.60
Chevron Corporation (CVX) 0.0 $211k 1.8k 117.61
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $201k 7.4k 27.11
ConocoPhillips (COP) 0.0 $200k 2.8k 72.02
Goldman Sachs Bdc Note 4.500% 4/0 (Principal) 0.0 $20k 20k 1.00