$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | $9,832,000 | -24.4% | 8,130 | 0.0% | 5.27% | -23.9% | |
| TXN | TEXAS INSTRS INC | $1,509,000 | -0.1% | 7,851 | 0.0% | 0.81% | +0.6% | |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $1,136,000 | -0.4% | 51,373 | 0.0% | 0.61% | +0.3% | |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $1,086,000 | -0.3% | 50,124 | 0.0% | 0.58% | +0.3% | |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $1,028,000 | -0.3% | 47,735 | 0.0% | 0.55% | +0.4% | |
| BSCL | INVESCO EXCH TRD SLF IDX FD | $972,000 | 0.0% | 46,074 | 0.0% | 0.52% | +0.6% | |
| WPC | WP CAREY INC | $731,000 | -2.1% | 10,014 | 0.0% | 0.39% | -1.5% | |
| BSJO | INVESCO EXCH TRD SLF IDX FD | $726,000 | -0.4% | 28,982 | 0.0% | 0.39% | +0.3% | |
| BSJN | INVESCO EXCH TRD SLF IDX FD | $704,000 | -0.6% | 27,808 | 0.0% | 0.38% | 0.0% | |
| BSJM | INVESCO EXCH TRD SLF IDX FD | $690,000 | -0.4% | 29,685 | 0.0% | 0.37% | +0.3% | |
| BSJL | INVESCO EXCH TRD SLF IDX FD | $677,000 | -0.1% | 29,444 | 0.0% | 0.36% | +0.6% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $615,000 | +0.7% | 7,159 | 0.0% | 0.33% | +1.5% | |
| ACN | ACCENTURE PLC IRELAND | $418,000 | +8.3% | 1,308 | 0.0% | 0.22% | +8.7% | |
| PCAR | PACCAR INC | $398,000 | -11.6% | 5,040 | 0.0% | 0.21% | -11.2% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $355,000 | -1.7% | 4,780 | 0.0% | 0.19% | -1.0% | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $335,000 | -1.8% | 22,278 | 0.0% | 0.18% | -1.1% | |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $229,000 | -0.4% | 10,300 | 0.0% | 0.12% | +0.8% | |
| BSJP | INVESCO EXCH TRD SLF IDX FD | $215,000 | -0.5% | 8,740 | 0.0% | 0.12% | 0.0% | |
| GOLDMAN SACHS BDC INCnote 4.500% 4/0 | $20,000 | 0.0% | 20,000 | 0.0% | 0.01% | 0.0% |
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.