$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 6.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LQD | Sell | ISHARES TRiboxx inv cp etf | $12,108,000 | -2.4% | 91,014 | -1.5% | 6.49% | -1.8% |
| IAU | Sell | ISHARES GOLD TRishares new | $5,932,000 | -10.1% | 177,559 | -9.3% | 3.18% | -9.5% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $4,773,000 | -4.3% | 87,147 | -3.4% | 2.56% | -3.7% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $1,657,000 | -4.6% | 14,986 | -4.3% | 0.89% | -4.0% |
| ARKK | Sell | ARK ETF TRinnovation etf | $1,513,000 | -23.7% | 13,691 | -9.7% | 0.81% | -23.2% |
| VIDI | Sell | ETF SER SOLUTIONSvident intl eq | $1,352,000 | -61.4% | 50,743 | -59.3% | 0.72% | -61.2% |
| CSCO | Sell | CISCO SYS INC | $1,041,000 | +1.7% | 19,119 | -1.0% | 0.56% | +2.4% |
| VBND | Sell | ETF SER SOLUTIONSvident core us | $943,000 | -63.1% | 18,336 | -63.2% | 0.50% | -62.9% |
| VUSE | Sell | ETF SER SOLUTIONSvidentcore eq fd | $899,000 | -57.3% | 20,816 | -56.4% | 0.48% | -57.0% |
| AAPL | Sell | APPLE INC | $610,000 | +2.7% | 4,310 | -0.6% | 0.33% | +3.5% |
| IAGG | Sell | ISHARES TRcore intl aggr | $379,000 | -12.9% | 6,894 | -12.8% | 0.20% | -12.5% |
| QRVO | Sell | QORVO INC | $326,000 | -31.2% | 1,950 | -19.5% | 0.18% | -30.6% |
| XOM | Sell | EXXON MOBIL CORP | $293,000 | -7.3% | 4,977 | -0.5% | 0.16% | -6.5% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $257,000 | -14.0% | 600 | -14.0% | 0.14% | -13.2% |
| PZA | Exit | INVESCO EXCH TRADED FD TR IInatl amt muni | $0 | – | -7,415 | -100.0% | -0.11% | – |
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.