$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRcall | $14,946,000 | -59.7% | 458,300 | -59.9% | 14.28% | -62.5% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $4,089,000 | -60.0% | 30,355 | -60.0% | 3.91% | -62.8% |
| VIDI | Sell | ETF SER SOLUTIONSvident intl eq | $3,758,000 | -1.4% | 179,820 | -4.1% | 3.59% | -8.3% |
| FBND | Sell | FIDELITY MERRIMACK STR TRtotal bd etf | $2,286,000 | -54.2% | 41,825 | -54.8% | 2.18% | -57.4% |
| VUSE | Sell | ETF SER SOLUTIONSvidentcore eq fd | $1,810,000 | +2.0% | 62,813 | -2.8% | 1.73% | -5.1% |
| BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $1,008,000 | -0.1% | 45,468 | -0.7% | 0.96% | -7.0% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $981,000 | -0.5% | 45,023 | -0.7% | 0.94% | -7.4% |
| BSCM | Sell | INVESCO EXCH TRD SLF IDX FD | $931,000 | -0.6% | 42,627 | -0.7% | 0.89% | -7.6% |
| BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $871,000 | -0.9% | 40,842 | -0.7% | 0.83% | -7.9% |
| BSJK | Sell | INVESCO EXCH TRD SLF IDX FD | $773,000 | -0.5% | 33,112 | -0.8% | 0.74% | -7.5% |
| BSCK | Sell | INVESCO EXCH TRD SLF IDX FD | $701,000 | -0.6% | 33,033 | -0.3% | 0.67% | -7.5% |
| BSJL | Sell | INVESCO EXCH TRD SLF IDX FD | $659,000 | +0.3% | 28,715 | -0.9% | 0.63% | -6.7% |
| BSJO | Sell | INVESCO EXCH TRD SLF IDX FD | $590,000 | +1.7% | 24,470 | -1.0% | 0.56% | -5.4% |
| BSJN | Sell | INVESCO EXCH TRD SLF IDX FD | $573,000 | +1.2% | 23,373 | -1.0% | 0.55% | -5.9% |
| BSJM | Sell | INVESCO EXCH TRD SLF IDX FD | $569,000 | +0.7% | 24,889 | -1.8% | 0.54% | -6.2% |
| SPXL | Sell | DIREXION SHS ETF TRdrx s&p500bull | $309,000 | -42.8% | 5,868 | -54.6% | 0.30% | -46.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $231,000 | -16.6% | 690 | -23.2% | 0.22% | -22.2% |
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 | 16 | Q3 2023 | 75.7% |
| ISHARES TR | 16 | Q3 2023 | 18.2% |
| FIDELITY MERRIMACK STR TR | 16 | Q3 2023 | 5.8% |
| ISHARES TR | 16 | Q3 2023 | 4.4% |
| ISHARES TR | 16 | Q3 2023 | 3.6% |
| ISHARES TR | 16 | Q3 2023 | 3.0% |
| TEXAS INSTRS INC | 16 | Q3 2023 | 1.4% |
| INVESCO EXCH TRD SLF IDX FD | 16 | Q3 2023 | 1.2% |
| CISCO SYS INC | 16 | Q3 2023 | 1.0% |
| WP CAREY INC | 16 | Q3 2023 | 0.9% |
View Insight Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-04 |
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.