13F Filings for Insight Wealth Partners, LLC (CIK: 1627003)
View the most recent portfolio holdings disclosed by Insight Wealth Partners, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 744.63K* | $78.19M* | 30.34% | Decreased | 21.30K (2.0%, $350.27M) |
| SPXL - DIREXION SHS ETF TR(Class: DRX SP500BULL) | 115.61K | $20.06M | 7.79% | Increased | 89.72K (346.0%, $16.43M) |
| JPST - J P MORGAN EXCHANGE TRADED F(Class: ULTRA SHRT ETF) | 310.30K | $15.73M | 6.10% | Increased | 142.09K (84.0%, $7.21M) |
| LQD - ISHARES TR(Class: IBOXX INV CP ETF) | 106.94K | $11.72M | 4.55% | Decreased | 14.64K (12.0%, $1.49M) |
| FBND - FIDELITY MERRIMACK STR TR(Class: TOTAL BD ETF) | 192.95K | $8.83M | 3.43% | Increased | 5.59K (2.0%, $274.38K) |
| IAU - ISHARES GOLD TR(Class: ISHARES NEW) | 89.48K | $5.58M | 2.17% | Decreased | 70.43K (44.0%, $3.85M) |
| TIP - ISHARES TR(Class: TIPS BD ETF) | 46.64K | $5.13M | 1.99% | Increased | 430 (0.0%, $1.28K) |
| JBND - J P MORGAN EXCHANGE TRADED F(Class: ACTIVE BOND ETF) | 94.44K | $5.06M | 1.96% | Increased | 6.50K (7.0%, $354.47K) |
| UITB - VICTORY PORTFOLIOS II(Class: CORE INTERMEDIAT) | 103.60K | $4.88M | 1.89% | Increased | 7.53K (7.0%, $366.88K) |
| GTO - INVESCO ACTIVELY MANAGED EXC(Class: TOTAL RETURN) | 102.88K | $4.82M | 1.87% | Increased | 1.58K (1.0%, $70.12K) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 28.39K | $4.49M | 1.74% | Increased | 217 (0.0%, $1.43M) |
| HYG - ISHARES TR(Class: IBOXX HI YD ETF) | 52.47K | $4.23M | 1.64% | Increased | 2.26K (4.0%, $270.36K) |
| IG - PRINCIPAL EXCHANGE TRADED FD(Class: PRNC INVT GRAD) | 184.09K | $3.83M | 1.49% | Increased | 11.01K (6.0%, $253.16K) |
| FALN - ISHARES TR(Class: FALN ANGLS USD) | 134.02K | $3.64M | 1.41% | Increased | 5.55K (4.0%, $195.72K) |
| EMB - ISHARES TR(Class: JPMORGAN USD EMG) | 37.08K | $3.43M | 1.33% | Increased | 299 (0.0%, $102.36K) |
| SNPE - DBX ETF TR(Class: XTRACKRS SP 500) | 50.39K | $2.79M | 1.08% | Increased | 2.04K (4.0%, $348.36K) |
| MUB - ISHARES TR(Class: NATIONAL MUN ETF) | 26.49K | $2.77M | 1.07% | Increased | 333 (1.0%, $9.70K) |
| CMBS - ISHARES TR(Class: CMBS ETF) | 53.57K | $2.61M | 1.01% | Increased | 1.50K (2.0%, $110.58K) |
| BOND - PIMCO ETF TR(Class: ACTIVE BD ETF) | 26.13K | $2.41M | 0.93% | Increased | 337 (1.0%, $23.58K) |
| AMZN - AMAZON COM INC(Class: COM) | 10.55K | $2.32M | 0.90% | Increased | 267 (2.0%, $358.27K) |
| BSMU - INVESCO EXCH TRD SLF IDX FD(Class: INVSC 30 MUNI BD) | 105.21K | $2.26M | 0.88% | Decreased | 27.19K (20.0%, $595.11K) |
| LQDB - ISHARES TR(Class: BBB RATED CORP) | 25.59K | $2.22M | 0.86% | Decreased | 34 (0.0%, $17.22K) |
| UMI - USCF ETF TR(Class: MIDSTREAM ENERGY) | 42.01K | $2.14M | 0.83% | Increased | 28.53K (211.0%, $1.44M) |
| AVGO - BROADCOM INC(Class: COM) | 7.51K | $2.07M | 0.80% | Increased | 332 (4.0%, $868.51K) |
| VCSH - VANGUARD SCOTTSDALE FDS(Class: SHRT TRM CORP BD) | 25.95K | $2.06M | 0.80% | Increased | 390 (1.0%, $45.33K) |