$76.7 Million is the total value of Insight Wealth Partners, LLC's 38 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPXL | New | DIREXION SHS ETF TRdrx s&p500bull | $11,901,000 | – | 456,860 | +100.0% | 15.52% | – |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $8,892,000 | +15.6% | 71,996 | +19.7% | 11.59% | +52.0% |
| FBND | Buy | FIDELITYtotal bd etf | $4,413,000 | +77.8% | 85,281 | +77.8% | 5.75% | +133.8% |
| VBND | Buy | ETF SER SOLUTIONSvident core us | $4,140,000 | +0.3% | 85,828 | +4.6% | 5.40% | +31.9% |
| VIDI | Buy | ETF SER SOLUTIONSvident intl eq | $2,980,000 | -29.0% | 174,779 | +4.9% | 3.89% | -6.6% |
| IAGG | Buy | ISHARES TRcore intl aggr | $2,646,000 | +73.1% | 48,381 | +73.3% | 3.45% | +127.6% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $2,342,000 | +9.5% | 155,379 | +5.3% | 3.05% | +44.0% |
| FALN | Buy | ISHARES TRfaln angls usd | $2,151,000 | +56.8% | 95,866 | +89.5% | 2.80% | +106.1% |
| VUSE | Buy | ETF SER SOLUTIONSvidentcore eq fd | $1,212,000 | -31.6% | 53,919 | +0.9% | 1.58% | -10.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $355,000 | -18.8% | 1,377 | +1.3% | 0.46% | +6.9% |
| CVX | New | CHEVRON CORP NEWcall | $277,000 | – | 30,000 | +100.0% | 0.36% | – |
| SLB | New | SCHLUMBERGER LTDcall | $58,000 | – | 20,000 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-07
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.