$517 Million is the total value of Insight Wealth Partners, LLC's 69 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IAGG | Exit | ISHARES TRcore intl aggr | $0 | – | -4,128 | -100.0% | -0.05% | – |
BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -45,252 | -100.0% | -0.22% | – |
BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -15,058 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-30
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.