Insight Wealth Partners

Insight Wealth Partners as of June 30, 2022

Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 58 positions in its portfolio as reported in the June 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) 73.7 $355M 943k 376.96
Ishares Tr Iboxx Inv Cp Etf (LQD) 5.0 $24M 220k 110.03
Vanguard Bd Index Fds Intermed Term (BIV) 3.7 $18M 228k 77.65
Texas Pacific Land Corp (TPL) 2.5 $12M 8.1k 1488.07
Ishares Gold Tr Ishares New (IAU) 1.3 $6.3M 182k 34.31
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.2 $5.9M 127k 46.53
Ishares Tr Tips Bd Etf (TIP) 1.2 $5.6M 49k 113.91
Ishares Tr Core Total Usd (IUSB) 1.1 $5.1M 110k 46.82
Ishares Tr Jpmorgan Usd Emg (EMB) 1.0 $4.6M 54k 85.32
Ishares Tr Usd Inv Grde Etf (USIG) 0.8 $3.7M 73k 50.97
Ishares Tr Faln Angls Usd (FALN) 0.8 $3.7M 151k 24.62
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.8 $3.7M 50k 73.61
Invesco Actively Managed Etf Total Return (GTO) 0.7 $3.4M 71k 48.15
Sprott Physical Gold Tr Unit (PHYS) 0.5 $2.3M 160k 14.18
Ishares Tr National Mun Etf (MUB) 0.4 $1.8M 17k 106.37
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $1.8M 19k 95.23
Ishares Tr Cmbs Etf (CMBS) 0.3 $1.5M 32k 48.11
Texas Instruments Incorporated (TXN) 0.3 $1.5M 9.6k 153.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.4M 18k 76.28
Diamondback Energy (FANG) 0.2 $1.1M 9.5k 121.11
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.1M 3.9k 277.64
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.2 $1.1M 17k 65.56
Principal Exchange-traded Prnc Invt Grad (IG) 0.2 $1.1M 49k 21.88
Exxon Mobil Corporation (XOM) 0.2 $959k 11k 85.60
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $957k 46k 20.74
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $941k 45k 20.95
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.2 $902k 43k 21.18
Western Asset Premier Bd Shs Ben Int (WEA) 0.2 $891k 84k 10.58
Wp Carey (WPC) 0.2 $815k 9.8k 82.89
Cisco Systems (CSCO) 0.1 $703k 17k 42.65
Apple (AAPL) 0.1 $667k 4.9k 136.79
Raytheon Technologies Corp (RTX) 0.1 $665k 6.9k 96.04
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 0.1 $631k 29k 22.03
Ark Etf Tr Innovation Etf (ARKK) 0.1 $627k 16k 39.91
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.1 $589k 26k 22.93
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.1 $583k 27k 21.78
Chevron Corporation (CVX) 0.1 $456k 3.2k 144.72
Ford Motor Company (F) 0.1 $426k 38k 11.13
Dbx Etf Tr Xtrackers S&p (SNPE) 0.1 $423k 12k 34.15
Paccar (PCAR) 0.1 $415k 5.0k 82.34
Colgate-Palmolive Company (CL) 0.1 $381k 4.8k 80.14
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $342k 4.8k 71.55
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $328k 16k 20.41
Ishares Tr Core Div Grwth (DGRO) 0.1 $322k 6.8k 47.64
ConocoPhillips (COP) 0.1 $288k 3.2k 89.72
Amazon (AMZN) 0.1 $278k 2.6k 106.35
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $275k 22k 12.34
NVIDIA Corporation (NVDA) 0.1 $255k 1.7k 151.61
Ishares Tr Core Intl Aggr (IAGG) 0.1 $250k 5.0k 49.83
Etf Ser Solutions Vident Intl Eq (VIDI) 0.1 $249k 11k 22.26
Pfizer (PFE) 0.1 $247k 4.7k 52.33
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $230k 3.1k 75.11
Home BancShares (HOMB) 0.0 $225k 11k 20.74
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.0 $209k 4.5k 46.27
BP Sponsored Adr (BP) 0.0 $207k 7.3k 28.42
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.0 $205k 9.4k 21.92
Ishares Tr Msci Eafe Etf Call Option (EFA) 0.0 $26k 176k 0.15
Ishares Tr Msci Emg Mkt Etf Call Option (EEM) 0.0 $19k 175k 0.11