$105 Million is the total value of Insight Wealth Partners, LLC's 52 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GTO | New | INVESCO ACTIVELY MANAGED ETFtotal return | $14,751,000 | – | 255,467 | +100.0% | 14.09% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $8,964,000 | – | 108,200 | +100.0% | 8.56% | – |
| MUB | New | ISHARES TRnational mun etf | $4,140,000 | – | 35,707 | +100.0% | 3.96% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $4,061,000 | – | 74,590 | +100.0% | 3.88% | – |
| IEI | New | ISHARES TR3 7 yr treas bd | $1,790,000 | – | 13,402 | +100.0% | 1.71% | – |
| ARKK | New | ARK ETF TRinnovation etf | $1,334,000 | – | 14,501 | +100.0% | 1.27% | – |
| CMBS | New | ISHARES TRcmbs etf | $731,000 | – | 13,158 | +100.0% | 0.70% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $356,000 | – | 1,539 | +100.0% | 0.34% | – |
| AMZN | New | AMAZON COM INC | $340,000 | – | 108 | +100.0% | 0.32% | – |
| MSFT | New | MICROSOFT CORP | $288,000 | – | 1,371 | +100.0% | 0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-16
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.