Insight Wealth Partners

Insight Wealth Partners as of March 31, 2022

Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 71 positions in its portfolio as reported in the March 2022 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) 75.0 $422M 934k 451.73
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.6 $26M 216k 120.94
Vanguard Bd Index Fds Intermed Term (BIV) 3.2 $18M 222k 81.90
Texas Pacific Land Corp (TPL) 2.0 $11M 8.1k 1352.15
Ishares Gold Tr Ishares New (IAU) 1.2 $6.7M 181k 36.83
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.1 $6.3M 126k 49.77
Ishares Tr Tips Bd Etf (TIP) 1.1 $6.1M 49k 124.58
Ishares Tr Core Total Usd (IUSB) 1.0 $5.6M 112k 49.63
Ishares Tr Jpmorgan Usd Emg (EMB) 0.9 $5.3M 54k 97.76
Ishares Tr Faln Angls Usd (FALN) 0.8 $4.2M 153k 27.76
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $4.1M 50k 82.30
Ishares Tr Usd Inv Grde Etf (USIG) 0.7 $4.1M 74k 55.04
Invesco Actively Managed Etf Total Return (GTO) 0.7 $3.7M 71k 52.45
Sprott Physical Gold Tr Unit (PHYS) 0.4 $2.5M 160k 15.37
Texas Instruments Incorporated (TXN) 0.4 $2.1M 12k 183.51
Ishares Tr National Mun Etf (MUB) 0.4 $2.1M 19k 109.66
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $1.9M 19k 101.80
Ishares Tr Cmbs Etf (CMBS) 0.3 $1.6M 32k 49.85
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.6M 20k 78.07
Diamondback Energy (FANG) 0.2 $1.3M 9.5k 137.05
Principal Exchange-traded Prnc Invt Grad (IG) 0.2 $1.2M 50k 24.08
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $1.1M 51k 21.06
Apple (AAPL) 0.2 $1.1M 6.1k 174.65
Cisco Systems (CSCO) 0.2 $1.1M 19k 55.76
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.2 $1.1M 8.9k 119.81
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $1.1M 50k 21.11
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.2 $1.0M 48k 21.26
Ark Etf Tr Innovation Etf (ARKK) 0.2 $999k 15k 66.28
Western Asset Premier Bd Shs Ben Int (WEA) 0.2 $989k 83k 11.99
Exxon Mobil Corporation (XOM) 0.1 $842k 10k 82.55
Wp Carey (WPC) 0.1 $810k 10k 80.89
Raytheon Technologies Corp (RTX) 0.1 $709k 7.2k 99.04
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 0.1 $708k 31k 22.92
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.1 $690k 29k 23.81
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.1 $682k 28k 24.53
Ford Motor Company (F) 0.1 $646k 38k 16.90
Broadcom (AVGO) 0.1 $596k 947.00 629.36
Amazon (AMZN) 0.1 $535k 164.00 3262.20
Microsoft Corporation (MSFT) 0.1 $533k 1.7k 308.09
Dbx Etf Tr Xtrackers S&p (SNPE) 0.1 $486k 12k 40.94
NVIDIA Corporation (NVDA) 0.1 $479k 1.8k 273.09
Home Depot (HD) 0.1 $459k 1.5k 299.61
Paccar (PCAR) 0.1 $444k 5.0k 88.10
Accenture Plc Ireland Shs Class A (ACN) 0.1 $441k 1.3k 337.16
Etf Ser Solutions Vident Intl Eq (VIDI) 0.1 $420k 16k 26.45
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $377k 4.8k 78.87
Ishares Tr Core Intl Aggr (IAGG) 0.1 $367k 7.0k 52.12
Ishares Tr Core Div Grwth (DGRO) 0.1 $361k 6.8k 53.41
Abbott Laboratories (ABT) 0.1 $361k 3.0k 118.52
Colgate-Palmolive Company (CL) 0.1 $360k 4.8k 75.73
Alphabet Cap Stk Cl A (GOOGL) 0.1 $356k 128.00 2781.25
Ishares Tr Msci Eafe Etf Call Option (EFA) 0.1 $349k 181k 1.93
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $341k 6.9k 49.54
JPMorgan Chase & Co. (JPM) 0.1 $341k 2.5k 136.18
Bristol Myers Squibb (BMY) 0.1 $337k 4.6k 73.09
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $306k 15k 20.94
Costco Wholesale Corporation (COST) 0.1 $303k 526.00 576.05
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $302k 22k 13.56
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $296k 3.7k 79.44
Nasdaq Omx (NDAQ) 0.1 $296k 1.7k 178.42
Chevron Corporation (CVX) 0.1 $289k 1.8k 162.73
Nextera Energy (NEE) 0.0 $277k 3.3k 84.61
ConocoPhillips (COP) 0.0 $276k 2.8k 99.89
Pfizer (PFE) 0.0 $244k 4.7k 51.69
Qorvo (QRVO) 0.0 $242k 2.0k 124.10
BlackRock (BLK) 0.0 $230k 301.00 764.12
Hartford Financial Services (HIG) 0.0 $225k 3.1k 71.79
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.0 $222k 9.4k 23.74
United Parcel Service CL B (UPS) 0.0 $208k 970.00 214.43
Yeti Hldgs (YETI) 0.0 $202k 3.4k 60.07
Ishares Tr Msci Emg Mkt Etf Call Option (EEM) 0.0 $176k 176k 1.00