Insight Wealth Partners, LLC [Rocket]

Holdings

Insight Wealth Partners, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
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
INVESCO EXCH TRD SLF IDX FD	BSJQ	Common	600,427	16,118	13,689,736,000	329,510,000	3.17		Hist	06/30/2023
JPS INDUSTRIES INC	JPST	Common	214,965	177,790	10,778,345,000	8,907,699,000	2.50		Hist	06/30/2023
TEXAS PACIFIC LAND TRUST	TPL	COM	8,130	0	10,703,145,000	-3,126,148,000	2.48		Hist	06/30/2023
iSHARES TRUST	LQD	OPTIONS	87,135	-3,073	9,422,829,000	-464,827,000	2.18		Hist	06/30/2023
ISHARES GOLD TRUST	IAU	Common	150,391	-19,665	5,472,728,000	-882,265,000	1.27	0.02	Hist	06/30/2023
FIDELITY FREEDOM 2020	FBND	Common	117,015	-7,150	5,314,807,000	-396,771,000	1.23		Hist	06/30/2023
iSHARES TRUST	TIP	Common	39,951	-11,486	4,299,547,000	-1,371,347,000	1.00		Hist	06/30/2023
INVESCO ACTIVELY MANAGED ETF	GTO	Common	66,740	-31,156	3,100,735,000	-1,519,964,000	0.72		Hist	06/30/2023
iSHARES TRUST	EMB	Common	33,439	-8,578	2,893,800,000	-731,457,000	0.67		Hist	06/30/2023
iSHARES TRUST	HYG	Common	34,397	-6,169	2,582,151,000	-482,611,000	0.60		Hist	06/30/2023
Sprott Physical Gold Trust	PHYS	Units	168,512	-8,431	2,514,199,000	-221,340,000	0.58		Hist	06/30/2023
iSHARES TRUST	EEM	OPTION	62,600	-1,300	2,476,456,000	-45,038,000	0.57		Hist	06/30/2023
iSHARES TRUST	FALN	Common	94,153	-21,860	2,388,662,000	-542,998,000	0.55		Hist	06/30/2023
MUBADALA INFRASTRUCTURE PARTNERS LP	MUB	ETF	21,019	-2,478	2,243,347,000	-288,258,000	0.52		Hist	06/30/2023
DIREXION SHS ETF TR DRX SANDP500BULL	SPXL	STOCK	22,035	1,256	1,982,737,000	462,096,000	0.46		Hist	06/30/2023
PULSE ELECTRONICS CORP	PULS	Common	39,680	39,680	1,960,589,000	1,960,589,000	0.45		Hist	06/30/2023
TEXAS INSTRUMENTS INC	TXN	Common	9,626	0	1,732,873,000	-57,659,000	0.40		Hist	06/30/2023
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
iSHARES TRUST	CMBS	Common	34,914	-9,940	1,600,998,000	-470,693,000	0.37		Hist	06/30/2023
INVESCO EXCH TRD SLF IDX FD	BSJO	Common	58,775	32,012	1,321,262,000	720,323,000	0.31		Hist	06/30/2023
Apple Inc.	AAPL	Common	6,801	1,242	1,319,196,000	402,581,000	0.31		Hist	06/30/2023
Diamondback Energy, Inc.	FANG	COM	9,536	65	1,252,649,000	-27,546,000	0.29	0.01	Hist	06/30/2023
Accenture plc	ACN	COM	3,926	0	1,211,485,000	89,395,000	0.28	0.00	Hist	06/30/2023
VANGUARD BOND INDEX FUNDS	BIV	Common	15,058	-2,831	1,132,817,000	-239,988,000	0.26		Hist	06/30/2023
INVESCO EXCH TRD SLF IDX FD	BSCP	Common	50,407	35,228	1,014,693,000	706,863,000	0.24		Hist	06/30/2023
INVESCO EXCH TRD SLF IDX FD	BSCN	Common	44,914	0	950,829,000	4,042,000	0.22		Hist	06/30/2023
INVESCO EXCH TRD SLF IDX FD	BSJP	Common	41,324	31,972	931,856,000	721,623,000	0.22		Hist	06/30/2023
INVESCO EXCH TRD SLF IDX FD	BSCO	Common	45,252	0	930,834,000	-905,000	0.22		Hist	06/30/2023
WESTERN ASSET PREMIER BOND FUND	WEA	Common	86,728	8,487	883,760,000	85,702,000	0.20		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VCSH	Common	11,331	-4,899	857,334,000	-379,898,000	0.20		Hist	06/30/2023
CISCO SYSTEMS, INC.	CSCO	Common	16,483	0	852,830,000	-8,819,000	0.20	0.00	Hist	06/30/2023
EXXON MOBIL CORP	XOM	Common	7,582	3	813,220,000	-17,933,000	0.19	0.00	Hist	06/30/2023
INVESCO EXCH TRD SLF IDX FD	BSCQ	Common	38,777	38,777	734,631,000	734,631,000	0.17		Hist	06/30/2023
INVESCO EXCH TRD SLF IDX FD	BSCR	Common	38,454	38,454	731,607,000	731,607,000	0.17		Hist	06/30/2023
<< Prev Next >>