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| Name: |
Insight Wealth Partners LLC |
| City: |
PLANO |
| State: |
TX |
| Zip: |
75023 |
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data |
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| Holdings
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20 |
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Menu
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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 |
|
BSJQ |
Invesco Bulletshares 2026 H... |
3 |
- |
$0.00 |
$13,389,000 |
577,591 |
8.7% |
-21,000 |
-2,169 |
0.642 |
N/A |
|
|
BSMU |
Invesco Bulletshares 2030 M... |
11 |
- |
$0.00 |
$3,050,000 |
137,870 |
1.98% |
-737,000 |
-31,047 |
1.532 |
N/A |
|
|
PHYS |
Sprott Physical Goldtr Units |
14 |
- |
$18.46 |
$2,762,000 |
159,627 |
1.79% |
193,000 |
-1,649 |
0.074 |
Closed - End Fund - Debt |
|
|
ACN |
Accenture Plc |
30 |
- |
$308.00 |
$1,077,000 |
3,108 |
0.7% |
-301,000 |
-818 |
0 |
Management Services |
|
|
OPER |
Clearshares Ultra-short Mat... |
32 |
- |
$0.00 |
$910,000 |
9,086 |
0.59% |
-333,000 |
-3,336 |
0.01 |
N/A |
|
|
WEA |
Western Asset Premier Bond ... |
33 |
- |
$10.81 |
$902,000 |
84,794 |
0.59% |
-37,000 |
-2,145 |
0.739 |
Closed - End Fund - Debt |
|
|
BSJO |
Invesco Bulletshares 2024 H... |
39 |
- |
$22.79 |
$762,000 |
33,508 |
0.5% |
-20,000 |
-935 |
0.037 |
N/A |
|
|
BSJP |
Invesco Bulletshares 2025 H... |
40 |
- |
$23.03 |
$760,000 |
33,122 |
0.49% |
-14,000 |
-934 |
0.037 |
N/A |
|
|
PULS |
Pgim Ultra Short Bond Etf |
41 |
- |
$49.62 |
$756,000 |
15,214 |
0.49% |
-220,000 |
-4,555 |
0.004 |
N/A |
|
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ABBV |
Abbvie Inc. |
42 |
- |
$164.35 |
$701,000 |
3,850 |
0.46% |
-35,000 |
-900 |
0 |
Drug Manufacturers - ... |
|
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BSCP |
Invesco Bulletshares 2025 C... |
43 |
- |
$20.48 |
$699,000 |
34,230 |
0.45% |
-22,000 |
-1,029 |
0.011 |
N/A |
|
|
BSCQ |
Invesco Bulletshares 2026 C... |
45 |
- |
$19.21 |
$690,000 |
35,902 |
0.45% |
-30,000 |
-1,424 |
0.013 |
N/A |
|
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BSCS |
Invesco Bulletshares 2028 C... |
46 |
- |
$0.00 |
$664,000 |
33,078 |
0.43% |
-34,000 |
-1,357 |
0.037 |
N/A |
|
|
RTX |
RTX Corp |
47 |
- |
$101.02 |
$644,000 |
6,607 |
0.42% |
87,000 |
-7 |
0 |
Conglomerates |
|
|
BSCR |
Invesco Bulletshares 2027 C... |
48 |
- |
$0.00 |
$641,000 |
33,238 |
0.42% |
-33,000 |
-1,412 |
0.029 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
54 |
- |
$528.69 |
$510,000 |
975 |
0.33% |
-31,000 |
-164 |
0 |
Closed - End Fund - E... |
|
|
WPC |
WP Carey & Co |
57 |
- |
$59.56 |
$462,000 |
8,177 |
0.3% |
-90,000 |
-335 |
0.005 |
Property Management |
|
|
ABT |
Abbott Laboratories |
70 |
- |
$104.87 |
$316,000 |
2,780 |
0.21% |
-56,000 |
-598 |
0 |
Drug Manufacturers - ... |
|
|
MDT |
Medtronic Plc |
76 |
- |
$85.64 |
$238,000 |
2,732 |
0.15% |
12,000 |
-12 |
0.031 |
Medical Appliances & ... |
|
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QRVO |
Qorvo, Inc. |
84 |
- |
$99.51 |
$201,000 |
1,750 |
0.13% |
-19,000 |
-200 |
0.002 |
N/A |
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