$163 Million is the total value of Insight Wealth Partners, LLC's 53 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 37.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPL | Sell | TEXAS PAC LD TRsub ctf prop i t | $5,911,000 | +60.4% | 8,130 | -0.4% | 3.62% | +2.8% |
| VBND | Sell | ETF SER SOLUTIONSvident core us | $3,780,000 | -15.2% | 72,808 | -15.4% | 2.31% | -45.7% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $2,666,000 | -23.5% | 23,000 | -26.8% | 1.63% | -50.9% |
| FALN | Sell | ISHARES TRfaln angls usd | $2,522,000 | -19.2% | 85,703 | -25.1% | 1.54% | -48.2% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $2,498,000 | -40.4% | 28,615 | -42.7% | 1.53% | -61.8% |
| IAGG | Sell | ISHARES TRcore intl aggr | $1,702,000 | -39.4% | 30,272 | -40.0% | 1.04% | -61.1% |
| CSCO | Sell | CISCO SYS INC | $865,000 | +13.4% | 19,319 | -0.2% | 0.53% | -27.3% |
| PCAR | Sell | PACCAR INC | $438,000 | -26.6% | 5,080 | -27.5% | 0.27% | -53.0% |
| SPXL | Sell | DIREXION SHS ETF TRdrx s&p500bull | $420,000 | +35.9% | 5,818 | -0.9% | 0.26% | -12.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $241,000 | +4.3% | 644 | -6.7% | 0.15% | -33.0% |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -180 | -100.0% | -0.00% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -522 | -100.0% | -0.04% | – |
| SLB | Exit | SCHLUMBERGER LTDcall | $0 | – | -20,000 | -100.0% | -0.04% | – |
| CVX | Exit | CHEVRON CORP NEWcall | $0 | – | -30,000 | -100.0% | -0.14% | – |
| BSCK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -33,033 | -100.0% | -0.67% | – |
| BSJK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -33,112 | -100.0% | -0.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-19
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.