Insight Wealth Partners

Insight Wealth Partners as of Sept. 30, 2022

Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 58 positions in its portfolio as reported in the September 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) 66.4 $200M 560k 357.08
Vanguard Bd Index Fds Intermed Term (BIV) 5.7 $17M 232k 73.48
Texas Pacific Land Corp (TPL) 4.8 $14M 8.1k 1777.24
Ishares Tr Tips Bd Etf (TIP) 1.8 $5.4M 52k 104.91
Ishares Gold Tr Ishares New (IAU) 1.8 $5.4M 171k 31.53
Ishares Tr Core Total Usd (IUSB) 1.7 $5.1M 115k 44.50
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.5 $4.5M 44k 102.46
Invesco Actively Managed Etf Total Return (GTO) 1.2 $3.5M 78k 45.60
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.2 $3.5M 79k 44.43
Ishares Tr Usd Inv Grde Etf (USIG) 1.1 $3.4M 72k 48.05
Ishares Tr Jpmorgan Usd Emg (EMB) 1.1 $3.2M 40k 79.41
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.0 $3.0M 42k 71.40
Ishares Tr Faln Angls Usd (FALN) 1.0 $2.9M 120k 23.90
Sprott Physical Gold Tr Unit (PHYS) 0.8 $2.3M 180k 12.80
Ishares Tr National Mun Etf (MUB) 0.7 $2.1M 21k 102.60
Pimco Etf Tr Active Bd Etf (BOND) 0.6 $1.9M 21k 89.72
Ishares Tr Cmbs Etf (CMBS) 0.5 $1.7M 36k 45.84
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $1.5M 21k 74.28
Texas Instruments Incorporated (TXN) 0.5 $1.5M 9.4k 154.79
Diamondback Energy (FANG) 0.4 $1.1M 9.5k 120.47
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.3 $1.0M 19k 53.59
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.0M 3.9k 257.26
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.3 $941k 46k 20.39
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.3 $937k 45k 20.86
Exxon Mobil Corporation (XOM) 0.3 $917k 11k 87.28
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 0.3 $902k 43k 21.18
Western Asset Premier Bd Shs Ben Int (WEA) 0.3 $773k 79k 9.79
Wp Carey (WPC) 0.2 $686k 9.8k 69.77
Apple (AAPL) 0.2 $673k 4.9k 138.16
Cisco Systems (CSCO) 0.2 $659k 17k 39.98
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 0.2 $629k 29k 21.96
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.2 $586k 26k 22.81
Ark Etf Tr Innovation Etf (ARKK) 0.2 $581k 15k 37.73
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.2 $579k 27k 21.63
Raytheon Technologies Corp (RTX) 0.2 $567k 6.9k 81.89
Ford Motor Company (F) 0.1 $431k 39k 11.20
Paccar (PCAR) 0.1 $422k 5.0k 83.73
Dbx Etf Tr Xtrackers S&p (SNPE) 0.1 $397k 12k 32.05
Principal Exchange Traded Prnc Invt Grad (IG) 0.1 $380k 19k 20.49
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $364k 4.5k 81.14
Colgate-Palmolive Company (CL) 0.1 $334k 4.8k 70.26
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $320k 16k 19.92
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $318k 4.8k 66.53
Ishares Tr Core Div Grwth (DGRO) 0.1 $301k 6.8k 44.53
Amazon (AMZN) 0.1 $294k 2.6k 112.90
ConocoPhillips (COP) 0.1 $278k 2.7k 102.21
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $265k 22k 11.90
Chevron Corporation (CVX) 0.1 $255k 1.8k 143.58
Ishares Tr Short Treas Bd (SHV) 0.1 $245k 2.2k 109.96
Home BancShares (HOMB) 0.1 $244k 11k 22.49
Ishares Tr Core Intl Aggr (IAGG) 0.1 $242k 5.0k 48.29
Etf Ser Solutions Vident Intl Eq (VIDI) 0.1 $224k 12k 19.20
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $219k 3.1k 71.31
Pfizer (PFE) 0.1 $207k 4.7k 43.86
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $203k 9.4k 21.71
NVIDIA Corporation (NVDA) 0.1 $203k 1.7k 121.63
Ishares Tr Msci Eafe Etf Call Option (EFA) 0.0 $15k 176k 0.09
Ishares Tr Msci Emg Mkt Etf Call Option (EEM) 0.0 $0 175k 0.00