Insight Wealth Partners
Latest statistics and disclosures from Insight Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, JPST, TPL, BSJQ, LQD, and represent 81.68% of Insight Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: JPST (+$9.7M), TPL (+$9.5M), EEM, FBND, NVDA, SOXX, SNPE, GTO, LQD, AVDV.
- Started 21 new stock positions in SCHG, IFRA, PEP, BND, GLD, AIRR, COWZ, HD, TXRH, ECL. XLE, NDAQ, VBND, VIDI, META, XLV, QRVO, MDT, JPM, ORCL, LLY.
- Reduced shares in these 10 stocks: SPY (-$63M), OPER, Guggenheim Bulletshrs 2023 Corp Bd Etf, PULS, BSMU, Invesco Exch Trd Slf Idx Fd bulshs 2023 hy, BSJQ, ACN, ABBV, BSCR.
- Sold out of its positions in Invesco Exch Trd Slf Idx Fd bulshs 2023 hy, Guggenheim Bulletshrs 2023 Corp Bd Etf.
- Insight Wealth Partners was a net seller of stock by $-24M.
- Insight Wealth Partners has $581M in assets under management (AUM), dropping by 12.38%.
- Central Index Key (CIK): 0001627003
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Portfolio Holdings for Insight Wealth Partners
Insight Wealth Partners holds 87 positions in its portfolio as reported in the March 2024 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) | 71.7 | $416M | -13% | 796k | 523.07 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 3.5 | $20M | +90% | 405k | 50.45 |
|
| Texas Pacific Land Corp (TPL) | 2.4 | $14M | +202% | 25k | 578.51 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 2.3 | $13M | -2% | 578k | 23.18 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.7 | $10M | +7% | 93k | 108.92 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.2 | $6.9M | +25% | 151k | 45.31 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.1 | $6.6M | +5% | 157k | 42.01 |
|
| Ishares Tr Msci Emg Mkt Etf Call Option (EEM) | 1.0 | $5.9M | +136% | 144k | 41.08 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.8 | $4.6M | +11% | 43k | 107.41 |
|
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.7 | $4.4M | 33k | 134.03 |
|
|
| Invesco Actively Managed Etf Total Return (GTO) | 0.7 | $4.0M | +25% | 85k | 46.81 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.5 | $3.1M | 34k | 89.67 |
|
|
| Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) | 0.5 | $3.0M | -19% | 138k | 22.12 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $3.0M | +12% | 39k | 77.73 |
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $2.8M | +26% | 26k | 107.60 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.5 | $2.8M | 160k | 17.30 |
|
|
| NVIDIA Corporation (NVDA) | 0.5 | $2.8M | +79% | 3.1k | 903.57 |
|
| Ishares Tr Msci Eafe Etf Call Option (EFA) | 0.5 | $2.7M | +3% | 34k | 79.86 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.5 | $2.7M | +7% | 102k | 26.86 |
|
| Ark Etf Tr Innovation Etf Call Option (ARKK) | 0.4 | $2.5M | 49k | 50.08 |
|
|
| Ishares Tr Cmbs Etf (CMBS) | 0.4 | $2.1M | +25% | 45k | 47.10 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $2.1M | +18% | 23k | 91.86 |
|
| Dbx Etf Tr Xtrackers S&p (SNPE) | 0.3 | $1.9M | +91% | 40k | 47.83 |
|
| Diamondback Energy (FANG) | 0.3 | $1.9M | 9.5k | 198.17 |
|
|
| Principal Exchange Traded Prnc Invt Grad (IG) | 0.3 | $1.7M | +46% | 82k | 20.66 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $1.7M | 9.6k | 174.21 |
|
|
| Apple (AAPL) | 0.3 | $1.6M | +34% | 9.4k | 171.49 |
|
| Amazon (AMZN) | 0.3 | $1.6M | +69% | 8.6k | 180.38 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $1.5M | +77% | 16k | 93.71 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $1.3M | +573% | 5.9k | 225.93 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $1.3M | +122% | 20k | 65.86 |
|
| Capitol Ser Tr Fairlead Tactica (TACK) | 0.2 | $1.3M | +13% | 48k | 26.44 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.2M | +58% | 16k | 77.31 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.1M | -20% | 3.1k | 346.61 |
|
| Paccar (PCAR) | 0.2 | $940k | 7.6k | 123.89 |
|
|
| Etf Ser Solutions Clearshs Ultra (OPER) | 0.2 | $910k | -51% | 9.1k | 100.15 |
|
| Western Asset Premier Bd Shs Ben Int (WEA) | 0.2 | $902k | -3% | 85k | 10.64 |
|
| Microsoft Corporation (MSFT) | 0.1 | $867k | +62% | 2.1k | 420.82 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $865k | 7.4k | 116.25 |
|
|
| Broadcom (AVGO) | 0.1 | $851k | +146% | 642.00 | 1325.41 |
|
| Cisco Systems (CSCO) | 0.1 | $833k | 17k | 49.91 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $764k | +98% | 9.5k | 80.63 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) | 0.1 | $762k | -7% | 34k | 22.73 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.1 | $760k | -8% | 33k | 22.95 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $756k | -53% | 15k | 49.70 |
|
| Abbvie (ABBV) | 0.1 | $701k | -18% | 3.9k | 182.10 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $699k | -6% | 34k | 20.43 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $693k | NEW | 9.5k | 72.63 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $690k | -7% | 36k | 19.21 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $664k | -10% | 33k | 20.07 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $644k | -8% | 6.6k | 97.53 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $641k | -13% | 33k | 19.29 |
|
| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.1 | $591k | NEW | 8.8k | 67.33 |
|
| American Centy Etf Tr International Lr (AVIV) | 0.1 | $584k | +38% | 11k | 54.08 |
|
| Ford Motor Company (F) | 0.1 | $575k | +3% | 43k | 13.28 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $569k | NEW | 9.8k | 58.11 |
|
| Home Depot (HD) | 0.1 | $536k | NEW | 1.4k | 383.68 |
|
| Ecolab (ECL) | 0.1 | $481k | NEW | 2.1k | 230.90 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $480k | NEW | 5.2k | 92.72 |
|
| Wp Carey (WPC) | 0.1 | $462k | -11% | 8.2k | 56.44 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $440k | +68% | 9.6k | 45.59 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $439k | +2% | 4.9k | 90.05 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.1 | $431k | +43% | 10k | 42.95 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $396k | NEW | 6.3k | 63.10 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $392k | 6.8k | 58.06 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $390k | NEW | 1.9k | 205.72 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $383k | NEW | 1.9k | 200.34 |
|
| Pepsi (PEP) | 0.1 | $381k | NEW | 2.2k | 175.01 |
|
| ConocoPhillips (COP) | 0.1 | $365k | +2% | 2.9k | 127.28 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $365k | 694.00 | 525.73 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $358k | NEW | 737.00 | 485.58 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $335k | 10k | 32.23 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $316k | -17% | 2.8k | 113.66 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $303k | NEW | 7.0k | 43.36 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $300k | NEW | 2.0k | 147.73 |
|
| Chevron Corporation (CVX) | 0.0 | $280k | 1.8k | 157.74 |
|
|
| Home BancShares (HOMB) | 0.0 | $277k | 11k | 24.57 |
|
|
| Etf Ser Solutions Vident Us Bond (VBND) | 0.0 | $245k | NEW | 5.6k | 43.79 |
|
| Ishares Tr Conser Alloc Etf (AOK) | 0.0 | $238k | 6.5k | 36.83 |
|
|
| Medtronic SHS (MDT) | 0.0 | $238k | NEW | 2.7k | 87.15 |
|
| BP Sponsored Adr (BP) | 0.0 | $232k | 6.2k | 37.68 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $222k | NEW | 285.00 | 777.96 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $216k | NEW | 2.3k | 94.42 |
|
| Etf Ser Solutions Vident Internati (VIDI) | 0.0 | $215k | NEW | 8.6k | 25.01 |
|
| Oracle Corporation (ORCL) | 0.0 | $206k | NEW | 1.6k | 125.61 |
|
| Texas Roadhouse (TXRH) | 0.0 | $202k | NEW | 1.3k | 154.47 |
|
| Qorvo (QRVO) | 0.0 | $201k | NEW | 1.8k | 114.83 |
|
Past Filings by Insight Wealth Partners
SEC 13F filings are viewable for Insight Wealth Partners going back to 2019
- Insight Wealth Partners 2024 Q1 filed May 10, 2024
- Insight Wealth Partners 2023 Q3 filed Oct. 30, 2023
- Insight Wealth Partners 2023 Q2 filed Aug. 11, 2023
- Insight Wealth Partners 2023 Q1 filed May 12, 2023
- Insight Wealth Partners 2022 Q4 filed Feb. 1, 2023
- Insight Wealth Partners 2022 Q3 filed Dec. 1, 2022
- Insight Wealth Partners 2022 Q2 filed July 13, 2022
- Insight Wealth Partners 2022 Q1 filed May 2, 2022
- Insight Wealth Partners 2021 Q4 filed Feb. 4, 2022
- Insight Wealth Partners 2021 Q3 filed Nov. 5, 2021
- Insight Wealth Partners 2021 Q2 filed July 14, 2021
- Insight Wealth Partners 2021 Q1 filed April 20, 2021
- Insight Wealth Partners 2020 Q4 filed Jan. 19, 2021
- Insight Wealth Partners 2020 Q3 filed Oct. 16, 2020
- Insight Wealth Partners 2020 Q2 filed July 20, 2020
- Insight Wealth Partners 2020 Q1 filed May 7, 2020