Insight Wealth Partners

Insight Wealth Partners as of Sept. 30, 2023

Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 68 positions in its portfolio as reported in the September 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) 75.8 $392M 916k 427.48
Texas Pacific Land Corp (TPL) 2.9 $15M 8.1k 1823.56
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 2.6 $13M 593k 22.63
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.1 $11M 213k 50.18
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.7 $8.8M 86k 102.02
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.0 $5.3M 121k 43.56
Ishares Gold Tr Ishares New (IAU) 1.0 $5.2M 149k 34.99
Ishares Tr Tips Bd Etf (TIP) 0.8 $4.0M 39k 103.72
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.7 $3.6M 172k 20.89
Invesco Actively Managed Etf Total Return (GTO) 0.6 $3.0M 67k 44.63
Ishares Tr Jpmorgan Usd Emg (EMB) 0.5 $2.8M 33k 82.52
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.5 $2.6M 33k 78.20
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $2.5M 34k 73.72
Ishares Tr Faln Angls Usd (FALN) 0.5 $2.3M 94k 24.80
Ishares Tr Msci Emg Mkt Etf Call Option (EEM) 0.4 $2.3M 61k 37.95
Sprott Physical Gold Tr Unit (PHYS) 0.4 $2.3M 162k 14.32
Ishares Tr Msci Eafe Etf Call Option (EFA) 0.4 $2.3M 33k 68.92
Ishares Tr National Mun Etf (MUB) 0.4 $2.1M 21k 102.54
Ark Etf Tr Innovation Etf Call Option (ARKK) 0.4 $1.9M 48k 39.67
Etf Ser Solutions Clearshs Ultra (OPER) 0.4 $1.9M 19k 100.20
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $1.7M 19k 87.90
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.3 $1.6M 33k 49.49
Ishares Tr Cmbs Etf (CMBS) 0.3 $1.6M 36k 45.04
Texas Instruments Incorporated (TXN) 0.3 $1.5M 9.5k 159.01
Diamondback Energy (FANG) 0.3 $1.5M 9.5k 154.88
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.2M 3.9k 307.11
Apple (AAPL) 0.2 $1.2M 7.0k 171.22
Principal Exchange Traded Prnc Invt Grad (IG) 0.2 $1.1M 56k 19.68
Capitol Ser Tr Fairlead Tactica (TACK) 0.2 $955k 42k 22.66
Exxon Mobil Corporation (XOM) 0.2 $892k 7.6k 117.59
Western Asset Premier Bd Shs Ben Int (WEA) 0.2 $889k 88k 10.09
Cisco Systems (CSCO) 0.2 $886k 17k 53.76
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $870k 41k 21.23
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.2 $818k 36k 22.48
Dbx Etf Tr Xtrackers S&p (SNPE) 0.2 $815k 21k 39.17
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.2 $811k 36k 22.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $747k 9.9k 75.15
NVIDIA Corporation (NVDA) 0.1 $739k 1.7k 434.99
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $737k 37k 20.11
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $728k 39k 18.79
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $720k 38k 18.73
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $713k 37k 19.36
Abbvie (ABBV) 0.1 $708k 4.8k 149.06
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $685k 8.8k 77.95
Amazon (AMZN) 0.1 $647k 5.1k 127.12
Paccar (PCAR) 0.1 $643k 7.6k 85.02
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 0.1 $604k 26k 23.50
Raytheon Technologies Corp (RTX) 0.1 $519k 7.2k 71.97
Ford Motor Company (F) 0.1 $518k 42k 12.42
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $508k 8.8k 57.85
Wp Carey (WPC) 0.1 $500k 9.2k 54.08
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $417k 881.00 473.65
Microsoft Corporation (MSFT) 0.1 $400k 1.3k 315.83
American Centy Etf Tr International Lr (AVIV) 0.1 $374k 7.8k 48.14
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $338k 4.8k 70.76
Colgate-Palmolive Company (CL) 0.1 $338k 4.8k 71.11
ConocoPhillips (COP) 0.1 $337k 2.8k 119.82
Ishares Tr Core Div Grwth (DGRO) 0.1 $335k 6.8k 49.53
Abbott Laboratories (ABT) 0.1 $327k 3.4k 96.85
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $313k 10k 30.15
Chevron Corporation (CVX) 0.1 $300k 1.8k 168.62
Ishares Tr Core S&p500 Etf (IVV) 0.1 $298k 694.00 429.43
Ishares Tr Global Energ Etf (IXC) 0.1 $289k 7.0k 41.26
Ishares Tr Core Total Usd (IUSB) 0.0 $250k 5.7k 43.71
BP Sponsored Adr (BP) 0.0 $243k 6.3k 38.72
Home BancShares (HOMB) 0.0 $233k 11k 20.94
Ishares Tr Conser Alloc Etf (AOK) 0.0 $220k 6.5k 33.96
Broadcom (AVGO) 0.0 $216k 260.00 830.58