Insight Wealth Partners

Insight Wealth Partners as of March 31, 2023

Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 60 positions in its portfolio as reported in the March 2023 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) 74.1 $330M 807k 409.39
Texas Pacific Land Corp (TPL) 3.1 $14M 8.1k 1701.02
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 3.0 $13M 584k 22.86
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.2 $9.9M 90k 109.61
Ishares Gold Tr Ishares New (IAU) 1.4 $6.4M 170k 37.37
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.3 $5.7M 124k 46.00
Ishares Tr Tips Bd Etf (TIP) 1.3 $5.7M 51k 110.25
Invesco Actively Managed Etf Total Return (GTO) 1.0 $4.6M 98k 47.20
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 1.0 $4.3M 195k 22.23
Ishares Tr Jpmorgan Usd Emg (EMB) 0.8 $3.6M 42k 86.28
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $3.1M 41k 75.55
Ishares Tr Faln Angls Usd (FALN) 0.7 $2.9M 116k 25.27
Sprott Physical Gold Tr Unit (PHYS) 0.6 $2.7M 177k 15.46
Ishares Tr Msci Eafe Etf Call Option (EFA) 0.6 $2.5M 36k 71.52
Ishares Tr National Mun Etf (MUB) 0.6 $2.5M 24k 107.74
Ishares Tr Msci Emg Mkt Etf Call Option (EEM) 0.6 $2.5M 64k 39.46
Pimco Etf Tr Active Bd Etf (BOND) 0.5 $2.2M 23k 92.76
Ishares Tr Cmbs Etf (CMBS) 0.5 $2.1M 45k 46.19
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $1.9M 37k 50.32
Texas Instruments Incorporated (TXN) 0.4 $1.8M 9.6k 186.01
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.3 $1.5M 21k 73.18
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $1.4M 18k 76.74
Diamondback Energy (FANG) 0.3 $1.3M 9.5k 135.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.2M 16k 76.23
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.1M 3.9k 285.81
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $947k 45k 21.08
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $932k 45k 20.59
Abbvie (ABBV) 0.2 $918k 5.8k 159.37
Apple (AAPL) 0.2 $917k 5.6k 164.89
Cisco Systems (CSCO) 0.2 $862k 17k 52.27
Principal Exchange Traded Prnc Invt Grad (IG) 0.2 $854k 41k 20.99
Exxon Mobil Corporation (XOM) 0.2 $831k 7.6k 109.67
Western Asset Premier Bd Shs Ben Int (WEA) 0.2 $798k 78k 10.20
Wp Carey (WPC) 0.2 $716k 9.2k 77.45
Raytheon Technologies Corp (RTX) 0.2 $706k 7.2k 97.93
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.1 $605k 26k 23.55
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.1 $601k 27k 22.45
Paccar (PCAR) 0.1 $554k 7.6k 73.20
Dbx Etf Tr Xtrackers S&p (SNPE) 0.1 $549k 15k 37.19
Abbott Laboratories (ABT) 0.1 $535k 5.3k 101.27
Ford Motor Company (F) 0.1 $514k 41k 12.60
NVIDIA Corporation (NVDA) 0.1 $458k 1.6k 277.77
Amazon (AMZN) 0.1 $368k 3.6k 103.29
Colgate-Palmolive Company (CL) 0.1 $357k 4.8k 75.15
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $350k 4.8k 73.16
Ishares Tr Core Div Grwth (DGRO) 0.1 $338k 6.8k 49.99
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $335k 11k 31.22
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $308k 15k 20.28
Chevron Corporation (CVX) 0.1 $290k 1.8k 163.16
Ishares Tr Core Total Usd (IUSB) 0.1 $274k 5.9k 46.15
ConocoPhillips (COP) 0.1 $272k 2.7k 99.22
Microsoft Corporation (MSFT) 0.1 $252k 875.00 288.41
Ishares Tr Core Intl Aggr (IAGG) 0.1 $245k 5.0k 48.95
BP Sponsored Adr (BP) 0.1 $239k 6.3k 37.94
Home BancShares (HOMB) 0.1 $237k 11k 21.71
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $237k 3.2k 74.06
Ishares Tr Conser Alloc Etf (AOK) 0.1 $226k 6.5k 34.96
Etf Ser Solutions Vident Internati (VIDI) 0.1 $224k 9.8k 22.85
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.0 $210k 9.4k 22.48
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $202k 2.5k 82.16