|
|
Name: |
Insight Wealth Partners LLC |
City: |
PLANO |
State: |
TX |
Zip: |
75023 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
43 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
|
Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
JPST |
Jp Morgan Ultra Short Incom... |
1 |
- |
$0.00 |
$20,409,000 |
404,533 |
13.26% |
3,454,000 |
66,995 |
0.045 |
N/A |
|
LQD |
iShares Trust Goldman Sachs |
4 |
- |
$106.89 |
$10,104,000 |
92,765 |
6.56% |
643,000 |
7,264 |
0.023 |
Closed - End Fund - E... |
|
FBND |
Fidelity Total Bond Etf |
5 |
- |
$0.00 |
$6,851,000 |
151,197 |
4.45% |
1,119,000 |
26,697 |
0.052 |
N/A |
|
IAU |
iShares COMEX Gold Trust |
6 |
- |
$43.99 |
$6,575,000 |
156,509 |
4.27% |
497,000 |
777 |
0.009 |
Closed - End Fund - E... |
|
TIP |
iShares Lehman TIPS Bond |
7 |
- |
$106.70 |
$4,614,000 |
42,953 |
3% |
781,000 |
7,290 |
0.002 |
Closed - End Fund - E... |
|
SPXL |
Direxion Daily Large Cap Bu... |
8 |
- |
$133.30 |
$4,352,000 |
32,467 |
2.83% |
1,202,000 |
2,177 |
0.126 |
Closed - End Fund - Debt |
|
GTO |
Invesco Total Return Bond ETF |
9 |
- |
$46.17 |
$3,955,000 |
84,494 |
2.57% |
702,000 |
15,632 |
0.317 |
N/A |
|
EMB |
iShares JPMorgan USD Emerg ... |
10 |
- |
$89.05 |
$3,052,000 |
34,032 |
1.98% |
191,000 |
1,912 |
0.002 |
Closed - End Fund - E... |
|
HYG |
iShares iBoxx $ High Yield ... |
12 |
- |
$77.13 |
$3,008,000 |
38,698 |
1.95% |
426,000 |
5,329 |
0.001 |
Closed - End Fund - E... |
|
MUB |
iShares S&P National Munici... |
13 |
- |
$105.74 |
$2,811,000 |
26,125 |
1.83% |
540,000 |
5,176 |
0.002 |
Closed - End Fund - E... |
|
NVDA |
NVIDIA Corporation |
15 |
- |
$1,096.33 |
$2,757,000 |
3,051 |
1.79% |
1,505,000 |
522 |
0 |
Semiconductor - Speci... |
|
FALN |
Ishares Fallen Angels Usd Bond |
16 |
- |
$0.00 |
$2,725,000 |
101,468 |
1.77% |
301,000 |
9,657 |
0.063 |
N/A |
|
CMBS |
iShares Barclays Cmbs Bond ... |
17 |
- |
$46.11 |
$2,113,000 |
44,857 |
1.37% |
389,000 |
8,020 |
0.05 |
N/A |
|
BOND |
Pimco Total Return Exchange... |
18 |
- |
$89.43 |
$2,094,000 |
22,799 |
1.36% |
363,000 |
4,080 |
0.066 |
N/A |
|
SNPE |
Xtrackers S&p 500 Esg Etf |
19 |
- |
$0.00 |
$1,908,000 |
39,891 |
1.24% |
409,000 |
5,465 |
0.342 |
N/A |
|
IG |
Principal Investment Grade ... |
21 |
- |
$0.00 |
$1,698,000 |
82,176 |
1.1% |
315,000 |
16,292 |
0.091 |
N/A |
|
TXN |
Texas Instruments Inc |
22 |
- |
$195.01 |
$1,675,000 |
9,615 |
1.09% |
88,000 |
304 |
0.001 |
Semiconductor- Broad... |
|
AAPL |
Apple Inc |
23 |
- |
$192.25 |
$1,610,000 |
9,386 |
1.05% |
90,000 |
1,492 |
0 |
Personal Computers |
|
AMZN |
Amazon.com Inc |
24 |
- |
$176.44 |
$1,551,000 |
8,601 |
1.01% |
365,000 |
797 |
0 |
Internet Software & S... |
|
AVUV |
Avantis Us Small Cap Value Etf |
25 |
- |
$93.05 |
$1,462,000 |
15,597 |
0.95% |
312,000 |
2,796 |
0.017 |
N/A |
|
SOXX |
iShares S&P GSTI Semiconductor |
26 |
- |
$234.01 |
$1,341,000 |
5,937 |
0.87% |
389,000 |
4,284 |
0.049 |
Closed - End Fund - E... |
|
AVDV |
Avantis International Small... |
27 |
- |
$0.00 |
$1,286,000 |
19,524 |
0.84% |
295,000 |
3,673 |
0.012 |
N/A |
|
TACK |
Fairlead Tactical Sector Etf |
28 |
- |
$0.00 |
$1,268,000 |
47,974 |
0.82% |
225,000 |
5,903 |
0.533 |
N/A |
|
VCSH |
Vanguard Scottsdale Funds |
29 |
- |
$77.13 |
$1,215,000 |
15,721 |
0.79% |
402,000 |
5,210 |
0.004 |
N/A |
|
PCAR |
Paccar Inc |
31 |
- |
$106.11 |
$940,000 |
7,586 |
0.61% |
200,000 |
11 |
0.001 |
Trucks & Other Vehicles |
|
MSFT |
Microsoft Corp |
34 |
- |
$415.13 |
$867,000 |
2,061 |
0.56% |
124,000 |
85 |
0 |
Application Software |
|
XOM |
Exxon Mobil Corp |
35 |
- |
$117.26 |
$865,000 |
7,442 |
0.56% |
121,000 |
3 |
0 |
Integrated Oil & Gas |
|
AVGO |
Broadcom Limited |
36 |
- |
$1,328.55 |
$851,000 |
642 |
0.55% |
330,000 |
175 |
0 |
Semiconductor- Broad... |
|
SCHD |
Schwab US Dividend Equity ETF |
38 |
- |
$78.57 |
$764,000 |
9,474 |
0.5% |
278,000 |
3,092 |
0.003 |
N/A |
|
AIRR |
First Trust Rba American In... |
49 |
- |
$72.72 |
$591,000 |
8,775 |
0.38% |
266,000 |
3,160 |
0.01 |
N/A |
|
AVIV |
Avantis International Large... |
50 |
- |
$0.00 |
$584,000 |
10,804 |
0.38% |
140,000 |
2,176 |
0.12 |
N/A |
|
F |
Ford Motor Co |
51 |
- |
$12.50 |
$575,000 |
43,301 |
0.37% |
60,000 |
1,072 |
0.001 |
Auto Manufacturers |
|
HD |
Home Depot Inc |
53 |
- |
$334.87 |
$536,000 |
1,396 |
0.35% |
163,000 |
321 |
0 |
Home Improvement Stores |
|
IUSB |
Ishares Core Total Usd Bond... |
58 |
- |
$0.00 |
$440,000 |
9,649 |
0.29% |
134,000 |
3,003 |
0 |
N/A |
|
CL |
Colgate Palmolive Co |
59 |
- |
$92.96 |
$439,000 |
4,879 |
0.29% |
60,000 |
125 |
0.001 |
Personal Products |
|
IXC |
iShares tr S&P Glbl Energy |
60 |
- |
$43.50 |
$431,000 |
10,040 |
0.28% |
75,000 |
941 |
0.011 |
Closed - End Fund - E... |
|
NDAQ |
Nasdaq OMX Group Inc |
61 |
- |
$59.03 |
$396,000 |
6,278 |
0.26% |
182,000 |
2,595 |
0.001 |
Business Services |
|
GLD |
streetTRACKS Gold Trust |
63 |
- |
$215.30 |
$390,000 |
1,897 |
0.25% |
180,000 |
801 |
0 |
Closed - End Fund - E... |
|
JPM |
JP Morgan Chase & Co |
64 |
- |
$202.63 |
$383,000 |
1,913 |
0.25% |
107,000 |
293 |
0 |
Domestic Money Center... |
|
COP |
ConocoPhillips |
66 |
- |
$116.48 |
$365,000 |
2,869 |
0.24% |
35,000 |
26 |
0 |
Integrated Oil & Gas |
|
IFRA |
Ishares Us Infrastructure Etf |
71 |
- |
$0.00 |
$303,000 |
6,982 |
0.2% |
92,000 |
1,741 |
0.008 |
N/A |
|
HOMB |
Home Bancshares Inc |
74 |
- |
$23.52 |
$277,000 |
11,277 |
0.18% |
-6,000 |
86 |
0.007 |
Diversified Investments |
|
BP |
BP Plc (ADR) |
78 |
- |
$37.57 |
$232,000 |
6,158 |
0.15% |
16,000 |
45 |
0 |
Integrated Oil & Gas |
|