$535 Million is the total value of Insight Wealth Partners, LLC's 83 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVGO | New | BROADCOM INC | $893,000 | – | 1,342 | +100.0% | 0.17% | – |
| MSFT | New | MICROSOFT CORP | $793,000 | – | 2,359 | +100.0% | 0.15% | – |
| HD | New | HOME DEPOT INC | $762,000 | – | 1,837 | +100.0% | 0.14% | – |
| NDAQ | New | NASDAQ INC | $536,000 | – | 2,552 | +100.0% | 0.10% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $507,000 | – | 175 | +100.0% | 0.10% | – |
| ABT | New | ABBOTT LABS | $486,000 | – | 3,455 | +100.0% | 0.09% | – |
| JPM | New | JPMORGAN CHASE & CO | $481,000 | – | 3,035 | +100.0% | 0.09% | – |
| NVDA | New | NVIDIA CORPORATION | $463,000 | – | 1,573 | +100.0% | 0.09% | – |
| NEE | New | NEXTERA ENERGY INC | $421,000 | – | 4,510 | +100.0% | 0.08% | – |
| COST | New | COSTCO WHSL CORP NEW | $408,000 | – | 719 | +100.0% | 0.08% | – |
| CL | New | COLGATE PALMOLIVE CO | $406,000 | – | 4,754 | +100.0% | 0.08% | – |
| BLK | New | BLACKROCK INC | $375,000 | – | 410 | +100.0% | 0.07% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $340,000 | – | 5,455 | +100.0% | 0.06% | – |
| New | INVENTRUST PPTYS CORP | $316,000 | – | 11,588 | +100.0% | 0.06% | – | |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $308,000 | – | 4,454 | +100.0% | 0.06% | – |
| ADI | New | ANALOG DEVICES INC | $288,000 | – | 1,641 | +100.0% | 0.05% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $283,000 | – | 1,322 | +100.0% | 0.05% | – |
| PFE | New | PFIZER INC | $279,000 | – | 4,720 | +100.0% | 0.05% | – |
| WM | New | WASTE MGMT INC DEL | $269,000 | – | 1,609 | +100.0% | 0.05% | – |
| BBY | New | BEST BUY INC | $252,000 | – | 2,481 | +100.0% | 0.05% | – |
| FAST | New | FASTENAL CO | $239,000 | – | 3,726 | +100.0% | 0.04% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $235,000 | – | 1,173 | +100.0% | 0.04% | – |
| YETI | New | YETI HLDGS INC | $234,000 | – | 2,829 | +100.0% | 0.04% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $223,000 | – | 4,436 | +100.0% | 0.04% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $221,000 | – | 482 | +100.0% | 0.04% | – |
| CVX | New | CHEVRON CORP NEW | $211,000 | – | 1,794 | +100.0% | 0.04% | – |
| PZA | New | INVESCO EXCH TRADED FD TR IInatl amt muni | $201,000 | – | 7,415 | +100.0% | 0.04% | – |
| COP | New | CONOCOPHILLIPS | $200,000 | – | 2,777 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-04
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.