$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 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRcall | $333,549,000 | +1083.4% | 736,400 | -2.0% | 62.36% | +312.9% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $8,905,000 | -5.0% | 69,204 | -3.9% | 1.66% | -66.8% |
| VIDI | Sell | ETF SER SOLUTIONSvident intl eq | $905,000 | -33.1% | 34,123 | -32.8% | 0.17% | -76.7% |
| VUSE | Sell | ETF SER SOLUTIONSvidentcore eq fd | $796,000 | -11.5% | 17,069 | -18.0% | 0.15% | -69.1% |
| VBND | Sell | ETF SER SOLUTIONSvident core us | $665,000 | -29.5% | 13,062 | -28.8% | 0.12% | -75.4% |
| SPXL | Sell | DIREXION SHS ETF TRdrx s&p500bull | $545,000 | +16.2% | 3,797 | -13.4% | 0.10% | -59.4% |
| BSJL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -29,444 | -100.0% | -0.36% | – |
| BSCL | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -46,074 | -100.0% | -0.52% | – |
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.