News + Filings Holdings
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Insight Wealth Partners, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SPDR S&P 500 ETF TRUST
| SPY | ETP | 690,400 | -114,800 | 306,040,512,000 | -23,600,316,000 | 70.94 | |
Hist
| 06/30/2023 |
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INVESCO ACTIVELY MANAGED ETF
| GTO | Common | 66,740 | -31,156 | 3,100,735,000 | -1,519,964,000 | 0.72 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TIP | Common | 39,951 | -11,486 | 4,299,547,000 | -1,371,347,000 | 1.00 | |
Hist
| 06/30/2023 |
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ISHARES GOLD TRUST
| IAU | Common | 150,391 | -19,665 | 5,472,728,000 | -882,265,000 | 1.27 | 0.02 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EMB | Common | 33,439 | -8,578 | 2,893,800,000 | -731,457,000 | 0.67 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| FALN | Common | 94,153 | -21,860 | 2,388,662,000 | -542,998,000 | 0.55 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| HYG | Common | 34,397 | -6,169 | 2,582,151,000 | -482,611,000 | 0.60 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| CMBS | Common | 34,914 | -9,940 | 1,600,998,000 | -470,693,000 | 0.37 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| LQD | OPTIONS | 87,135 | -3,073 | 9,422,829,000 | -464,827,000 | 2.18 | |
Hist
| 06/30/2023 |
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PIMCO ETF TR TTL RTN ACTV
| BOND | STOCK | 18,750 | -4,648 | 1,717,830,000 | -452,454,000 | 0.40 | |
Hist
| 06/30/2023 |
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FIDELITY FREEDOM 2020
| FBND | Common | 117,015 | -7,150 | 5,314,807,000 | -396,771,000 | 1.23 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VCSH | Common | 11,331 | -4,899 | 857,334,000 | -379,898,000 | 0.20 | |
Hist
| 06/30/2023 |
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MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 21,019 | -2,478 | 2,243,347,000 | -288,258,000 | 0.52 | |
Hist
| 06/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BIV | Common | 15,058 | -2,831 | 1,132,817,000 | -239,988,000 | 0.26 | |
Hist
| 06/30/2023 |
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AbbVie Inc.
| ABBV | COM | 5,162 | -600 | 695,476,000 | -222,814,000 | 0.16 | 0.00 |
Hist
| 06/30/2023 |
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Sprott Physical Gold Trust
| PHYS | Units | 168,512 | -8,431 | 2,514,199,000 | -221,340,000 | 0.58 | |
Hist
| 06/30/2023 |
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ABBOTT LABORATORIES
| ABT | Common | 4,488 | -798 | 489,239,000 | -46,053,000 | 0.11 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EEM | OPTION | 62,600 | -1,300 | 2,476,456,000 | -45,038,000 | 0.57 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IAGG | Common | 4,128 | -874 | 203,469,000 | -41,379,000 | 0.05 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 1,154 | -171 | 511,545,000 | -30,897,000 | 0.12 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IUSB | Common | 5,451 | -489 | 247,861,000 | -26,270,000 | 0.06 | |
Hist
| 06/30/2023 |
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