$431 Million is the total value of Insight Wealth Partners, LLC's 71 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 60.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSJQ | Buy | INVESCO EXCH TRD SLF IDX FDinvsco blsh 26 | $13,689,736 | +2.5% | 600,427 | +2.8% | 3.17% | +5.8% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $10,778,345 | +476.2% | 214,965 | +478.3% | 2.50% | +495.0% |
| SPXL | Buy | DIREXION SHS ETF TRdrx s&p500bull | $1,982,737 | +30.4% | 22,035 | +6.0% | 0.46% | +34.9% |
| PULS | New | PGIM ETF TRpgim ultra sh bd | $1,960,589 | – | 39,680 | +100.0% | 0.45% | – |
| OPER | New | ETF SER SOLUTIONS | $1,954,750 | – | 19,490 | +100.0% | 0.45% | – |
| AAPL | Buy | APPLE INC | $1,319,196 | +43.9% | 6,801 | +22.3% | 0.31% | +48.5% |
| BSJO | Buy | INVESCO EXCH TRD SLF IDX FD | $1,321,262 | +119.9% | 58,775 | +119.6% | 0.31% | +126.7% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $1,252,649 | -2.2% | 9,536 | +0.7% | 0.29% | +1.0% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $1,014,693 | +229.6% | 50,407 | +232.1% | 0.24% | +240.6% |
| New | CAPITOL SER TRfairlead tactica | $940,278 | – | 39,549 | +100.0% | 0.22% | – | |
| BSJP | Buy | INVESCO EXCH TRD SLF IDX FD | $931,856 | +343.2% | 41,324 | +341.9% | 0.22% | +359.6% |
| WEA | Buy | WESTERN ASSET PREMIER BD FD | $883,760 | +10.7% | 86,728 | +10.8% | 0.20% | +14.5% |
| IG | Buy | PRINCIPAL EXCHANGE TRADED FDprnc invt grad | $885,078 | +3.7% | 43,028 | +5.8% | 0.20% | +6.8% |
| XOM | Buy | EXXON MOBIL CORP | $813,220 | -2.2% | 7,582 | +0.0% | 0.19% | +1.1% |
| BSCR | New | INVESCO EXCH TRD SLF IDX FD | $731,607 | – | 38,454 | +100.0% | 0.17% | – |
| BSCQ | New | INVESCO EXCH TRD SLF IDX FD | $734,631 | – | 38,777 | +100.0% | 0.17% | – |
| BSCS | New | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $729,618 | – | 36,952 | +100.0% | 0.17% | – |
| NVDA | Buy | NVIDIA CORPORATION | $713,212 | +55.8% | 1,686 | +2.3% | 0.16% | +60.2% |
| PCAR | Buy | PACCAR INC | $635,855 | +14.7% | 7,601 | +0.4% | 0.15% | +18.5% |
| F | Buy | FORD MTR CO DEL | $623,904 | +21.4% | 41,236 | +1.1% | 0.14% | +26.1% |
| SNPE | Buy | DBX ETF TRxtrackers s&p | $615,932 | +12.2% | 15,167 | +2.7% | 0.14% | +16.3% |
| AMZN | Buy | AMAZON COM INC | $547,382 | +48.7% | 4,199 | +17.8% | 0.13% | +53.0% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $514,787 | +117.6% | 6,633 | +107.6% | 0.12% | +124.5% |
| MSFT | Buy | MICROSOFT CORP | $389,352 | +54.3% | 1,143 | +30.6% | 0.09% | +57.9% |
| IVV | New | ISHARES TRcore s&p500 etf | $309,323 | – | 694 | +100.0% | 0.07% | – |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $307,428 | – | 5,341 | +100.0% | 0.07% | – |
| COP | Buy | CONOCOPHILLIPS | $287,547 | +5.5% | 2,775 | +1.1% | 0.07% | +9.8% |
| New | AMERICAN CENTY ETF TRinternational lr | $272,328 | – | 5,600 | +100.0% | 0.06% | – | |
| SOXX | New | ISHARES TRishares semicdtr | $259,210 | – | 511 | +100.0% | 0.06% | – |
| HOMB | Buy | HOME BANCSHARES INC | $251,207 | +5.9% | 11,018 | +0.8% | 0.06% | +9.4% |
| AVGO | New | BROADCOM INC | $224,664 | – | 259 | +100.0% | 0.05% | – |
| IXC | New | ISHARES TRglobal energ etf | $209,065 | – | 5,617 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-11
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.