$180 Million is the total value of Insight Wealth Partners, LLC's 72 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 19.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRcall | $37,798,000 | -88.7% | 931,400 | +26.5% | 20.99% | -66.3% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $26,144,000 | +99.8% | 216,176 | +118.9% | 14.52% | +493.4% |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $18,203,000 | – | 222,262 | +100.0% | 10.11% | – |
| IAU | Buy | ISHARES GOLD TRishares new | $6,662,000 | +6.5% | 180,886 | +0.7% | 3.70% | +216.5% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $5,279,000 | +2.8% | 54,001 | +14.7% | 2.93% | +205.4% |
| USIG | New | ISHARES TRusd inv grde etf | $4,051,000 | – | 73,601 | +100.0% | 2.25% | – |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $2,454,000 | +8.0% | 159,676 | +0.9% | 1.36% | +220.7% |
| TXN | Buy | TEXAS INSTRS INC | $2,110,000 | +6.2% | 11,498 | +9.1% | 1.17% | +215.9% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $1,898,000 | +7.3% | 18,645 | +15.3% | 1.05% | +218.4% |
| CMBS | Buy | ISHARES TRcmbs etf | $1,570,000 | -5.0% | 31,492 | +1.1% | 0.87% | +182.2% |
| IG | New | PRINCIPAL EXCHANGE-TRADED FDprnc invt grad | $1,199,000 | – | 49,792 | +100.0% | 0.67% | – |
| SPXL | Buy | DIREXION SHS ETF TRdrx s&p500bull | $1,064,000 | +95.2% | 8,881 | +133.9% | 0.59% | +479.4% |
| ARKK | Buy | ARK ETF TRinnovation etf | $999,000 | -24.8% | 15,073 | +7.4% | 0.56% | +123.8% |
| WEA | Buy | WESTERN ASSET PREMIER BD FD | $989,000 | -3.4% | 82,457 | +15.4% | 0.55% | +187.4% |
| XOM | Buy | EXXON MOBIL CORP | $842,000 | +34.9% | 10,200 | +0.0% | 0.47% | +300.0% |
| F | New | FORD MTR CO DEL | $646,000 | – | 38,214 | +100.0% | 0.36% | – |
| SNPE | Buy | DBX ETF TRxtrackers s&p | $486,000 | +0.6% | 11,870 | +4.8% | 0.27% | +200.0% |
| NVDA | Buy | NVIDIA CORPORATION | $479,000 | +3.5% | 1,754 | +11.5% | 0.27% | +205.7% |
| EFA | Buy | ISHARES TRcall | $349,000 | -97.2% | 181,200 | +10.6% | 0.19% | -91.7% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $341,000 | +18.0% | 6,883 | +26.6% | 0.19% | +250.0% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $306,000 | +0.3% | 14,616 | +4.9% | 0.17% | +198.2% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $296,000 | -4.2% | 3,726 | +2.3% | 0.16% | +182.8% |
| BSJP | Buy | INVESCO EXCH TRD SLF IDX FD | $222,000 | +3.3% | 9,352 | +7.0% | 0.12% | +207.5% |
| YETI | Buy | YETI HLDGS INC | $202,000 | -13.7% | 3,363 | +18.9% | 0.11% | +154.5% |
| EEM | Buy | ISHARES TRcall | $176,000 | -97.8% | 175,500 | +7.8% | 0.10% | -93.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-02
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.