Insight Wealth Partners

Insight Wealth Partners as of June 30, 2023

Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 70 positions in its portfolio as reported in the June 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) 71.1 $307M 692k 443.28
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 3.2 $14M 600k 22.80
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.5 $11M 215k 50.14
Texas Pacific Land Corp (TPL) 2.5 $11M 8.1k 1316.50
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.2 $9.4M 87k 108.14
Ishares Gold Tr Ishares New (IAU) 1.3 $5.5M 150k 36.39
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.2 $5.3M 117k 45.42
Ishares Tr Tips Bd Etf (TIP) 1.0 $4.3M 40k 107.62
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 1.0 $4.2M 190k 21.97
Invesco Actively Managed Etf Total Return (GTO) 0.7 $3.1M 67k 46.46
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $2.9M 33k 86.54
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $2.6M 34k 75.07
Sprott Physical Gold Tr Unit (PHYS) 0.6 $2.5M 169k 14.92
Ishares Tr Msci Emg Mkt Etf Call Option (EEM) 0.6 $2.5M 63k 39.56
Ishares Tr Msci Eafe Etf Call Option (EFA) 0.6 $2.5M 34k 72.50
Ishares Tr Faln Angls Usd (FALN) 0.6 $2.4M 94k 25.37
Ishares Tr National Mun Etf (MUB) 0.5 $2.2M 21k 106.73
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.5 $2.0M 22k 89.98
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.5 $2.0M 40k 49.41
Etf Ser Solutions Clearshs Ultra (OPER) 0.5 $2.0M 20k 100.30
Texas Instruments Incorporated (TXN) 0.4 $1.7M 9.6k 180.02
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $1.7M 19k 91.62
Ishares Tr Cmbs Etf (CMBS) 0.4 $1.6M 35k 45.86
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.3 $1.3M 59k 22.48
Apple (AAPL) 0.3 $1.3M 6.8k 193.97
Diamondback Energy (FANG) 0.3 $1.3M 9.5k 131.36
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.2M 3.9k 308.58
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $1.1M 15k 75.23
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $1.0M 50k 20.13
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $951k 45k 21.17
Capitol Ser Tr Fairlead Tactica (TACK) 0.2 $940k 40k 23.77
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.2 $932k 41k 22.55
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $931k 45k 20.57
Principal Exchange Traded Prnc Invt Grad (IG) 0.2 $885k 43k 20.57
Western Asset Premier Bd Shs Ben Int (WEA) 0.2 $884k 87k 10.19
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $857k 11k 75.66
Cisco Systems (CSCO) 0.2 $853k 17k 51.74
Exxon Mobil Corporation (XOM) 0.2 $813k 7.6k 107.26
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $735k 39k 18.95
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $732k 39k 19.03
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $730k 37k 19.75
NVIDIA Corporation (NVDA) 0.2 $713k 1.7k 423.02
Raytheon Technologies Corp (RTX) 0.2 $706k 7.2k 97.96
Abbvie (ABBV) 0.2 $696k 5.2k 134.73
Paccar (PCAR) 0.1 $636k 7.6k 83.65
Wp Carey (WPC) 0.1 $624k 9.2k 67.56
Ford Motor Company (F) 0.1 $624k 41k 15.13
Dbx Etf Tr Xtrackers S&p (SNPE) 0.1 $616k 15k 40.61
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.1 $604k 26k 23.51
Amazon (AMZN) 0.1 $547k 4.2k 130.36
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $515k 6.6k 77.61
Abbott Laboratories (ABT) 0.1 $489k 4.5k 109.01
Microsoft Corporation (MSFT) 0.1 $389k 1.1k 340.64
Colgate-Palmolive Company (CL) 0.1 $366k 4.8k 77.04
Ishares Tr Core Div Grwth (DGRO) 0.1 $348k 6.8k 51.53
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $347k 4.8k 72.62
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $332k 11k 30.93
Ishares Tr Core S&p500 Etf (IVV) 0.1 $309k 694.00 445.71
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $307k 5.3k 57.56
ConocoPhillips (COP) 0.1 $288k 2.8k 103.62
Chevron Corporation (CVX) 0.1 $280k 1.8k 157.35
American Centy Etf Tr International Lr (AVIV) 0.1 $272k 5.6k 48.63
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $259k 511.00 507.26
Home BancShares (HOMB) 0.1 $251k 11k 22.80
Ishares Tr Core Total Usd (IUSB) 0.1 $248k 5.5k 45.47
Ishares Tr Conser Alloc Etf (AOK) 0.1 $228k 6.5k 35.24
Broadcom (AVGO) 0.1 $225k 259.00 867.43
BP Sponsored Adr (BP) 0.1 $222k 6.3k 35.29
Ishares Tr Global Energ Etf (IXC) 0.0 $209k 5.6k 37.22
Ishares Tr Core Intl Aggr (IAGG) 0.0 $204k 4.1k 49.29