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| Name: |
Insight Wealth Partners LLC |
| City: |
PLANO |
| State: |
TX |
| Zip: |
75023 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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Unchanged Positions |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
FANG |
Diamondback Energy, Inc. |
20 |
- |
$190.30 |
$1,890,000 |
9,536 |
1.23% |
411,000 |
0 |
0.005 |
Independent Oil & Gas |
|
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CSCO |
Cisco Systems Inc |
37 |
- |
$45.84 |
$833,000 |
16,683 |
0.54% |
-10,000 |
0 |
0 |
Networking & Communic... |
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ECL |
Ecolab Inc |
55 |
- |
$239.19 |
$481,000 |
2,082 |
0.31% |
68,000 |
0 |
0.001 |
Cleaning Products |
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DGRO |
iShares Core Dividend Growth |
62 |
- |
$57.42 |
$392,000 |
6,759 |
0.25% |
28,000 |
0 |
0.002 |
N/A |
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PEP |
Pepsico Inc |
65 |
- |
$171.04 |
$381,000 |
2,177 |
0.25% |
11,000 |
0 |
0 |
Beverage Soft Drinks... |
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IVV |
iShares Core S&P 500 Etf |
67 |
- |
$536.73 |
$365,000 |
694 |
0.24% |
34,000 |
0 |
0 |
Closed - End Fund - E... |
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PFF |
iShares S&P U.S. Preferred ... |
69 |
- |
$31.66 |
$335,000 |
10,386 |
0.22% |
11,000 |
0 |
0.002 |
Closed - End Fund - E... |
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CVX |
Chevron Corp |
73 |
- |
$156.08 |
$280,000 |
1,776 |
0.18% |
15,000 |
0 |
0 |
Integrated Oil & Gas |
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AOK |
iShares Trust |
77 |
- |
$36.66 |
$238,000 |
6,470 |
0.15% |
4,000 |
0 |
0 |
Closed - End Fund - Debt |
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