| |
|
|
| 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 :
11 |
|
View All Holdings |
Currently
Viewing:
New 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 |
|
BND |
Vanguard Total Bond Market ETF |
44 |
New |
$71.81 |
$693,000 |
9,547 |
0.45% |
693,000 |
9,547 |
0.001 |
Closed - End Fund - E... |
|
|
COWZ |
Pacer Us Cash Cows 100 Etf |
52 |
New |
$0.00 |
$569,000 |
9,799 |
0.37% |
569,000 |
9,799 |
0.001 |
N/A |
|
|
SCHG |
Schwab Strategic Trust |
56 |
New |
$94.73 |
$480,000 |
5,179 |
0.31% |
480,000 |
5,179 |
0 |
Closed - End Fund - Debt |
|
|
FB |
Meta Platforms Inc |
68 |
New |
$471.91 |
$358,000 |
737 |
0.23% |
358,000 |
737 |
0 |
Internet Service Prov... |
|
|
XLV |
SPDR Select Sector Health |
72 |
New |
$146.31 |
$300,000 |
2,030 |
0.19% |
300,000 |
2,030 |
0 |
Closed - End Fund - E... |
|
|
VBND |
Vident Core Us Bond Strateg... |
75 |
New |
$0.00 |
$245,000 |
5,587 |
0.16% |
245,000 |
5,587 |
0.044 |
N/A |
|
|
LLY |
Eli Lilly & Co |
79 |
New |
$770.00 |
$222,000 |
285 |
0.14% |
222,000 |
285 |
0 |
Drug Manufacturers - ... |
|
|
XLE |
SPDR Energy Sector |
80 |
New |
$94.96 |
$216,000 |
2,285 |
0.14% |
216,000 |
2,285 |
0 |
Closed - End Fund - E... |
|
|
VIDI |
Vident International Equity... |
81 |
New |
$26.28 |
$215,000 |
8,599 |
0.14% |
215,000 |
8,599 |
0.035 |
N/A |
|
|
ORCL |
Oracle Corp |
82 |
New |
$123.50 |
$206,000 |
1,641 |
0.13% |
206,000 |
1,641 |
0 |
Application Software |
|
|
TXRH |
Texas Roadhouse Inc |
83 |
New |
$169.64 |
$202,000 |
1,306 |
0.13% |
202,000 |
1,306 |
0.002 |
Restaurants |
|
