$446 Million is the total value of Insight Wealth Partners, LLC's 61 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 13.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IAU | Sell | ISHARES GOLD TRishares new | $6,354,993 | +7.2% | 170,056 | -0.8% | 1.43% | -67.8% |
| TIP | Sell | ISHARES TRtips bd etf | $5,670,894 | +2.2% | 51,437 | -1.3% | 1.27% | -69.3% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $3,625,257 | +0.1% | 42,017 | -1.8% | 0.81% | -69.9% |
| PHYS | Sell | SPROTT PHYSICAL GOLD TRunit | $2,735,539 | +8.0% | 176,943 | -1.5% | 0.61% | -67.6% |
| EEM | Sell | ISHARES TRcall | $2,521,494 | +225234.6% | 63,900 | -31.1% | 0.57% | +56500.0% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $2,170,284 | -1.5% | 23,398 | -3.9% | 0.49% | -70.4% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $1,372,805 | -65.4% | 17,889 | -66.5% | 0.31% | -89.6% |
| FANG | Sell | DIAMONDBACK ENERGY INC | $1,280,195 | -1.2% | 9,471 | -0.0% | 0.29% | -70.4% |
| WPC | Sell | WP CAREY INC | $715,793 | -6.8% | 9,242 | -6.0% | 0.16% | -72.0% |
| NVDA | Sell | NVIDIA CORPORATION | $457,765 | +88.4% | 1,648 | -0.9% | 0.10% | -43.4% |
| IAGG | Sell | ISHARES TRcore intl aggr | $244,848 | +2.8% | 5,002 | -0.1% | 0.06% | -69.1% |
| VIDI | Sell | ETF SER SOLUTIONSvident internati | $224,388 | -11.0% | 9,820 | -15.8% | 0.05% | -73.5% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $201,538 | -34.6% | 2,453 | -35.4% | 0.04% | -80.4% |
| DE | Exit | DEERE & CO | $0 | – | -468 | -100.0% | -0.15% | – |
| PFE | Exit | PFIZER INC | $0 | – | -4,720 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
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.