$187 Million is the total value of Insight Wealth Partners, LLC's 57 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRcall | $28,186,000 | -7.3% | 751,100 | +48.7% | 15.10% | -6.7% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $21,191,000 | +8.7% | 373,082 | +9.2% | 11.36% | +9.4% |
| TIP | Buy | ISHARES TRtips bd etf | $14,148,000 | +18.1% | 110,797 | +18.4% | 7.58% | +18.9% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $12,330,000 | +5.3% | 149,621 | +5.7% | 6.61% | +6.0% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $9,902,000 | +1.6% | 186,381 | +2.0% | 5.31% | +2.3% |
| IUSB | Buy | ISHARES TRcore total usd | $9,629,000 | +28.6% | 180,869 | +29.2% | 5.16% | +29.4% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $9,373,000 | +37.7% | 72,006 | +38.1% | 5.02% | +38.6% |
| MUB | Buy | ISHARES TRnational mun etf | $7,122,000 | +1.7% | 61,309 | +2.6% | 3.82% | +2.3% |
| FALN | Buy | ISHARES TRfaln angls usd | $4,407,000 | +0.9% | 146,349 | +0.4% | 2.36% | +1.5% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $4,247,000 | -1.0% | 38,590 | +1.2% | 2.28% | -0.4% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $3,955,000 | +1.6% | 45,202 | +2.2% | 2.12% | +2.2% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $1,969,000 | +52.4% | 142,681 | +54.9% | 1.06% | +53.3% |
| CMBS | Buy | ISHARES TRcmbs etf | $1,488,000 | -0.5% | 27,523 | +0.0% | 0.80% | 0.0% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $897,000 | +1.4% | 9,471 | +0.5% | 0.48% | +2.1% |
| WEA | Buy | WESTERN ASSET PREMIER BD FD | $759,000 | +324.0% | 53,769 | +342.8% | 0.41% | +328.4% |
| EFA | Buy | ISHARES TRcall | $662,000 | +101.2% | 139,000 | +166.8% | 0.36% | +102.9% |
| EEM | Buy | ISHARES TRcall | $521,000 | +67.5% | 136,800 | +147.8% | 0.28% | +68.1% |
| SPXL | Buy | DIREXION SHS ETF TRdrx s&p500bull | $469,000 | +3.8% | 4,382 | +3.4% | 0.25% | +4.1% |
| SNPE | Buy | DBX ETF TRxtrackers s&p | $430,000 | +6.7% | 11,330 | +6.1% | 0.23% | +7.0% |
| DGRO | Buy | ISHARES TRcore div grwth | $340,000 | +1.2% | 6,759 | +1.3% | 0.18% | +1.7% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $291,000 | +5.8% | 5,438 | +6.0% | 0.16% | +6.8% |
| AMZN | Buy | AMAZON COM INC | $243,000 | +3.8% | 74 | +8.8% | 0.13% | +4.0% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $225,000 | -0.4% | 2,638 | +0.2% | 0.12% | +0.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $78,000 | +18.2% | 999 | +19.2% | 0.04% | +20.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-05
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.