Insight Wealth Partners

Insight Wealth Partners as of Dec. 31, 2022

Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 58 positions in its portfolio as reported in the December 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) 73.4 $294M 770k 382.43
Texas Pacific Land Corp (TPL) 4.8 $19M 8.1k 2344.23
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 2.7 $11M 483k 22.52
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.8 $7.2M 68k 105.43
Ishares Gold Tr Ishares New (IAU) 1.5 $5.9M 171k 34.59
Ishares Tr Tips Bd Etf (TIP) 1.4 $5.5M 52k 106.44
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.4 $5.5M 122k 45.02
Invesco Actively Managed Etf Total Return (GTO) 1.1 $4.5M 96k 46.47
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 1.1 $4.2M 195k 21.67
Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $4.0M 53k 74.32
Ishares Tr Jpmorgan Usd Emg (EMB) 0.9 $3.6M 43k 84.59
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $2.9M 40k 73.63
Ishares Tr Faln Angls Usd (FALN) 0.7 $2.8M 115k 24.61
Sprott Physical Gold Tr Unit (PHYS) 0.6 $2.5M 180k 14.10
Ishares Tr National Mun Etf (MUB) 0.6 $2.5M 23k 105.52
Pimco Etf Tr Active Bd Etf (BOND) 0.5 $2.2M 24k 90.48
Ishares Tr Cmbs Etf (CMBS) 0.5 $2.1M 45k 45.91
Texas Instruments Incorporated (TXN) 0.4 $1.4M 8.6k 165.22
Diamondback Energy (FANG) 0.3 $1.3M 9.5k 136.78
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.3 $1.2M 20k 62.11
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.2M 16k 75.19
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.0M 3.9k 266.84
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $942k 45k 20.98
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $927k 45k 20.49
Exxon Mobil Corporation (XOM) 0.2 $836k 7.6k 110.31
Western Asset Premier Bd Shs Ben Int (WEA) 0.2 $803k 76k 10.64
Cisco Systems (CSCO) 0.2 $785k 17k 47.64
Wp Carey (WPC) 0.2 $768k 9.8k 78.15
Raytheon Technologies Corp (RTX) 0.2 $699k 6.9k 100.92
Principal Exchange Traded Prnc Invt Grad (IG) 0.2 $681k 33k 20.42
Apple (AAPL) 0.2 $662k 5.1k 129.93
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.1 $599k 26k 23.31
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.1 $592k 27k 22.12
Paccar (PCAR) 0.1 $499k 5.0k 98.97
Dbx Etf Tr Xtrackers S&p (SNPE) 0.1 $494k 14k 34.56
Ford Motor Company (F) 0.1 $446k 38k 11.63
Colgate-Palmolive Company (CL) 0.1 $375k 4.8k 78.79
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $361k 4.8k 75.54
Ishares Tr Core Div Grwth (DGRO) 0.1 $338k 6.8k 50.00
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $328k 11k 30.53
ConocoPhillips (COP) 0.1 $321k 2.7k 118.00
Chevron Corporation (CVX) 0.1 $319k 1.8k 179.49
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $308k 3.8k 81.16
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $306k 15k 20.14
Etf Ser Solutions Vident Intl Eq (VIDI) 0.1 $252k 12k 21.61
Home BancShares (HOMB) 0.1 $247k 11k 22.79
Ishares Tr Core Total Usd (IUSB) 0.1 $247k 5.5k 44.93
NVIDIA Corporation (NVDA) 0.1 $243k 1.7k 146.14
Pfizer (PFE) 0.1 $242k 4.7k 51.24
Ishares Tr Core Intl Aggr (IAGG) 0.1 $238k 5.0k 47.55
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $227k 3.1k 74.51
Ishares Tr Conser Alloc Etf (AOK) 0.1 $218k 6.5k 33.61
BP Sponsored Adr (BP) 0.1 $211k 6.0k 34.93
Amazon (AMZN) 0.1 $210k 2.5k 84.00
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $207k 9.4k 22.11
Deere & Company (DE) 0.1 $201k 468.00 428.76
Ishares Tr Msci Eafe Etf Call Option (EFA) 0.0 $3.9k 34k 0.12
Ishares Tr Msci Emg Mkt Etf Call Option (EEM) 0.0 $1.1k 93k 0.01