$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | $10,993,000 | +8.3% | 8,130 | 0.0% | 6.10% | +221.7% | |
| FANG | DIAMONDBACK ENERGY INC | $1,298,000 | +27.1% | 9,471 | 0.0% | 0.72% | +277.5% | |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $1,082,000 | -3.5% | 51,373 | 0.0% | 0.60% | +186.2% | |
| CSCO | CISCO SYS INC | $1,066,000 | -12.0% | 19,119 | 0.0% | 0.59% | +160.8% | |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $1,058,000 | -1.7% | 50,124 | 0.0% | 0.59% | +192.5% | |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $1,015,000 | -0.6% | 47,735 | 0.0% | 0.56% | +195.3% | |
| WPC | WP CAREY INC | $810,000 | -1.5% | 10,014 | 0.0% | 0.45% | +192.2% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $709,000 | +15.1% | 7,159 | 0.0% | 0.39% | +242.6% | |
| BSJM | INVESCO EXCH TRD SLF IDX FD | $708,000 | -1.4% | 30,892 | 0.0% | 0.39% | +193.3% | |
| BSJO | INVESCO EXCH TRD SLF IDX FD | $690,000 | -4.7% | 28,982 | 0.0% | 0.38% | +183.7% | |
| BSJN | INVESCO EXCH TRD SLF IDX FD | $682,000 | -3.0% | 27,808 | 0.0% | 0.38% | +189.3% | |
| PCAR | PACCAR INC | $444,000 | -0.2% | 5,040 | 0.0% | 0.25% | +197.6% | |
| ACN | ACCENTURE PLC IRELAND | $441,000 | -18.6% | 1,308 | 0.0% | 0.24% | +142.6% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $377,000 | -2.3% | 4,780 | 0.0% | 0.21% | +190.3% | |
| CL | COLGATE PALMOLIVE CO | $360,000 | -11.3% | 4,754 | 0.0% | 0.20% | +163.2% | |
| DGRO | ISHARES TRcore div grwth | $361,000 | -4.0% | 6,759 | 0.0% | 0.20% | +185.7% | |
| PGX | INVESCO EXCH TRADED FD TR IIpfd etf | $302,000 | -9.6% | 22,278 | 0.0% | 0.17% | +171.0% | |
| PFE | PFIZER INC | $244,000 | -12.5% | 4,720 | 0.0% | 0.14% | +161.5% | |
| QRVO | QORVO INC | $242,000 | -20.7% | 1,950 | 0.0% | 0.13% | +135.1% |
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.