$97.4 Million is the total value of Insight Wealth Partners, LLC's 42 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PAC LD TRsub ctf prop i t | $4,853,000 | +56.5% | 8,160 | 0.0% | 4.98% | +23.3% | |
| WPC | WP CAREY INC | $743,000 | +16.5% | 10,983 | 0.0% | 0.76% | -8.3% | |
| PCAR | PACCAR INC | $524,000 | +22.4% | 7,005 | 0.0% | 0.54% | -3.6% | |
| CVX | CHEVRON CORP NEWcall | $501,000 | +80.9% | 30,000 | 0.0% | 0.51% | +42.4% | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $315,000 | +7.5% | 22,278 | 0.0% | 0.32% | -15.4% | |
| FISV | FISERV INC | $306,000 | +2.7% | 3,137 | 0.0% | 0.31% | -19.3% | |
| ACN | ACCENTURE PLC IRELAND | $298,000 | +31.9% | 1,386 | 0.0% | 0.31% | +3.7% | |
| SLB | SCHLUMBERGER LTDcall | $103,000 | +77.6% | 20,000 | 0.0% | 0.11% | +39.5% | |
| CVX | CHEVRON CORP NEW | $47,000 | +23.7% | 522 | 0.0% | 0.05% | -4.0% | |
| SLB | SCHLUMBERGER LTD | $3,000 | +50.0% | 180 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-20
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.