Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 19 | Q2 2024 | 75.7% |
ISHARES TR | 19 | Q2 2024 | 18.2% |
FIDELITY MERRIMACK STR TR | 19 | Q2 2024 | 5.8% |
ISHARES TR | 19 | Q2 2024 | 4.4% |
ISHARES TR | 19 | Q2 2024 | 3.6% |
ISHARES TR | 19 | Q2 2024 | 3.0% |
TEXAS INSTRS INC | 19 | Q2 2024 | 1.4% |
CISCO SYS INC | 19 | Q2 2024 | 1.0% |
WP CAREY INC | 19 | Q2 2024 | 0.9% |
APPLE INC | 19 | Q2 2024 | 0.8% |
View Insight Wealth Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-18 |
N-PX | 2024-07-15 |
13F-HR | 2024-05-10 |
13F-HR | 2024-02-13 |
13F-HR | 2023-10-30 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-01 |
13F-HR | 2022-12-01 |
13F-HR | 2022-07-13 |
View Insight Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.