$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | $10,153,000 | +3.3% | 8,130 | 0.0% | 1.90% | -64.0% | |
| CSCO | CISCO SYS INC | $1,212,000 | +16.4% | 19,119 | 0.0% | 0.23% | -59.3% | |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $1,121,000 | -1.3% | 51,373 | 0.0% | 0.21% | -65.5% | |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $1,076,000 | -0.9% | 50,124 | 0.0% | 0.20% | -65.5% | |
| FANG | DIAMONDBACK ENERGY INC | $1,021,000 | +13.8% | 9,471 | 0.0% | 0.19% | -60.3% | |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $1,021,000 | -0.7% | 47,735 | 0.0% | 0.19% | -65.3% | |
| WPC | WP CAREY INC | $822,000 | +12.4% | 10,014 | 0.0% | 0.15% | -60.7% | |
| BSJO | INVESCO EXCH TRD SLF IDX FD | $724,000 | -0.3% | 28,982 | 0.0% | 0.14% | -65.3% | |
| BSJN | INVESCO EXCH TRD SLF IDX FD | $703,000 | -0.1% | 27,808 | 0.0% | 0.13% | -65.3% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $616,000 | +0.2% | 7,159 | 0.0% | 0.12% | -65.2% | |
| ACN | ACCENTURE PLC IRELAND | $542,000 | +29.7% | 1,308 | 0.0% | 0.10% | -54.9% | |
| SNPE | DBX ETF TRxtrackers s&p | $483,000 | +12.3% | 11,330 | 0.0% | 0.09% | -60.9% | |
| PCAR | PACCAR INC | $445,000 | +11.8% | 5,040 | 0.0% | 0.08% | -61.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $386,000 | +8.7% | 4,780 | 0.0% | 0.07% | -62.1% | |
| DGRO | ISHARES TRcore div grwth | $376,000 | +10.6% | 6,759 | 0.0% | 0.07% | -61.5% | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $334,000 | -0.3% | 22,278 | 0.0% | 0.06% | -65.6% | |
| QRVO | QORVO INC | $305,000 | -6.4% | 1,950 | 0.0% | 0.06% | -67.4% | |
| FIXD | FIRST TR EXCHNG TRADED FD VItcw opportunis | $289,000 | -0.7% | 5,438 | 0.0% | 0.05% | -65.4% | |
| BSJP | INVESCO EXCH TRD SLF IDX FD | $215,000 | 0.0% | 8,740 | 0.0% | 0.04% | -65.2% | |
| EFA | ISHARES TRmsci eafe etf | $79,000 | +1.3% | 999 | 0.0% | 0.02% | -64.3% | |
| GOLDMAN SACHS BDC INCnote 4.500% 4/0 | $20,000 | 0.0% | 20,000 | 0.0% | 0.00% | -63.6% |
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.