Insight Wealth Partners

Insight Wealth Partners as of March 31, 2024

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 796k 523.07
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 3.5 $20M 405k 50.45
Texas Pacific Land Corp (TPL) 2.4 $14M 25k 578.51
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 2.3 $13M 578k 23.18
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.7 $10M 93k 108.92
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.2 $6.9M 151k 45.31
Ishares Gold Tr Ishares New (IAU) 1.1 $6.6M 157k 42.01
Ishares Tr Msci Emg Mkt Etf Call Option (EEM) 1.0 $5.9M 144k 41.08
Ishares Tr Tips Bd Etf (TIP) 0.8 $4.6M 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 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 138k 22.12
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $3.0M 39k 77.73
Ishares Tr National Mun Etf (MUB) 0.5 $2.8M 26k 107.60
Sprott Physical Gold Tr Unit (PHYS) 0.5 $2.8M 160k 17.30
NVIDIA Corporation (NVDA) 0.5 $2.8M 3.1k 903.57
Ishares Tr Msci Eafe Etf Call Option (EFA) 0.5 $2.7M 34k 79.86
Ishares Tr Faln Angls Usd (FALN) 0.5 $2.7M 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 45k 47.10
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $2.1M 23k 91.86
Dbx Etf Tr Xtrackers S&p (SNPE) 0.3 $1.9M 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 82k 20.66
Texas Instruments Incorporated (TXN) 0.3 $1.7M 9.6k 174.21
Apple (AAPL) 0.3 $1.6M 9.4k 171.49
Amazon (AMZN) 0.3 $1.6M 8.6k 180.38
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $1.5M 16k 93.71
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $1.3M 5.9k 225.93
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $1.3M 20k 65.86
Capitol Ser Tr Fairlead Tactica (TACK) 0.2 $1.3M 48k 26.44
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.2M 16k 77.31
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.1M 3.1k 346.61
Paccar (PCAR) 0.2 $940k 7.6k 123.89
Etf Ser Solutions Clearshs Ultra (OPER) 0.2 $910k 9.1k 100.15
Western Asset Premier Bd Shs Ben Int (WEA) 0.2 $902k 85k 10.64
Microsoft Corporation (MSFT) 0.1 $867k 2.1k 420.82
Exxon Mobil Corporation (XOM) 0.1 $865k 7.4k 116.25
Broadcom (AVGO) 0.1 $851k 642.00 1325.41
Cisco Systems (CSCO) 0.1 $833k 17k 49.91
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $764k 9.5k 80.63
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.1 $762k 34k 22.73
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.1 $760k 33k 22.95
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $756k 15k 49.70
Abbvie (ABBV) 0.1 $701k 3.9k 182.10
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $699k 34k 20.43
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $693k 9.5k 72.63
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $690k 36k 19.21
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $664k 33k 20.07
Raytheon Technologies Corp (RTX) 0.1 $644k 6.6k 97.53
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $641k 33k 19.29
First Tr Exchange-traded Rba Indl Etf (AIRR) 0.1 $591k 8.8k 67.33
American Centy Etf Tr International Lr (AVIV) 0.1 $584k 11k 54.08
Ford Motor Company (F) 0.1 $575k 43k 13.28
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $569k 9.8k 58.11
Home Depot (HD) 0.1 $536k 1.4k 383.68
Ecolab (ECL) 0.1 $481k 2.1k 230.90
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $480k 5.2k 92.72
Wp Carey (WPC) 0.1 $462k 8.2k 56.44
Ishares Tr Core Total Usd (IUSB) 0.1 $440k 9.6k 45.59
Colgate-Palmolive Company (CL) 0.1 $439k 4.9k 90.05
Ishares Tr Global Energ Etf (IXC) 0.1 $431k 10k 42.95
Nasdaq Omx (NDAQ) 0.1 $396k 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 1.9k 205.72
JPMorgan Chase & Co. (JPM) 0.1 $383k 1.9k 200.34
Pepsi (PEP) 0.1 $381k 2.2k 175.01
ConocoPhillips (COP) 0.1 $365k 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 737.00 485.58
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $335k 10k 32.23
Abbott Laboratories (ABT) 0.1 $316k 2.8k 113.66
Ishares Tr Us Infrastruc (IFRA) 0.1 $303k 7.0k 43.36
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $300k 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 5.6k 43.79
Ishares Tr Conser Alloc Etf (AOK) 0.0 $238k 6.5k 36.83
Medtronic SHS (MDT) 0.0 $238k 2.7k 87.15
BP Sponsored Adr (BP) 0.0 $232k 6.2k 37.68
Eli Lilly & Co. (LLY) 0.0 $222k 285.00 777.96
Select Sector Spdr Tr Energy (XLE) 0.0 $216k 2.3k 94.42
Etf Ser Solutions Vident Internati (VIDI) 0.0 $215k 8.6k 25.01
Oracle Corporation (ORCL) 0.0 $206k 1.6k 125.61
Texas Roadhouse (TXRH) 0.0 $202k 1.3k 154.47
Qorvo (QRVO) 0.0 $201k 1.8k 114.83