$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPXL | New | DIREXION SHS ETF TRdrx s&p500bull | $11,901,000 | – | 456,860 | +100.0% | 15.52% | – |
| 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.