$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | $10,703,145 | -22.6% | 8,130 | 0.0% | 2.48% | -20.0% | |
| TXN | TEXAS INSTRS INC | $1,732,873 | -3.2% | 9,626 | 0.0% | 0.40% | 0.0% | |
| ACN | ACCENTURE PLC IRELAND | $1,211,485 | +8.0% | 3,926 | 0.0% | 0.28% | +11.5% | |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $950,829 | +0.4% | 44,914 | 0.0% | 0.22% | +3.8% | |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $930,834 | -0.1% | 45,252 | 0.0% | 0.22% | +3.3% | |
| CSCO | CISCO SYS INC | $852,830 | -1.0% | 16,483 | 0.0% | 0.20% | +2.6% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $705,998 | +0.0% | 7,207 | 0.0% | 0.16% | +3.8% | |
| WPC | WP CAREY INC | $624,390 | -12.8% | 9,242 | 0.0% | 0.14% | -9.9% | |
| BSJN | INVESCO EXCH TRD SLF IDX FD | $603,995 | -0.2% | 25,691 | 0.0% | 0.14% | +2.9% | |
| CL | COLGATE PALMOLIVE CO | $366,248 | +2.5% | 4,754 | 0.0% | 0.08% | +6.2% | |
| DGRO | ISHARES TRcore div grwth | $348,291 | +3.1% | 6,759 | 0.0% | 0.08% | +6.6% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $347,124 | -0.7% | 4,780 | 0.0% | 0.08% | +2.6% | |
| PFF | ISHARES TRpfd and incm sec | $332,095 | -0.9% | 10,737 | 0.0% | 0.08% | +2.7% | |
| CVX | CHEVRON CORP NEW | $279,454 | -3.6% | 1,776 | 0.0% | 0.06% | 0.0% | |
| AOK | ISHARES TRconser alloc etf | $228,003 | +0.8% | 6,470 | 0.0% | 0.05% | +3.9% | |
| BP | BP PLCsponsored adr | $221,868 | -7.0% | 6,287 | 0.0% | 0.05% | -5.6% |
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.