$133 Million is the total value of Insight Wealth Partners, LLC's 59 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| YETI | Exit | YETI HLDGS INC | $0 | – | -3,363 | -100.0% | -0.11% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -970 | -100.0% | -0.12% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -3,134 | -100.0% | -0.12% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -301 | -100.0% | -0.13% | – |
| QRVO | Exit | QORVO INC | $0 | – | -1,950 | -100.0% | -0.13% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -3,274 | -100.0% | -0.15% | – |
| NDAQ | Exit | NASDAQ INC | $0 | – | -1,659 | -100.0% | -0.16% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -526 | -100.0% | -0.17% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -4,611 | -100.0% | -0.19% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -2,504 | -100.0% | -0.19% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -128 | -100.0% | -0.20% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -3,046 | -100.0% | -0.20% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,532 | -100.0% | -0.26% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,730 | -100.0% | -0.30% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -947 | -100.0% | -0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-13
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.