Insight Wealth Partners, LLC
CIK 1627003 · Holdings on Sep 30, 2023 · First reported Oct 30, 2023
Top ten holdings
Q3 2023- TPL12.45%
- BSJQ11.26%
- JPST8.97%
- LQD7.39%
- FBND4.42%
- IAU4.38%
- TIP3.35%
- BSMU3.01%
- GTO2.52%
- EMB2.31%
Share classes counted separately60.06%
Portfolio value by quarter
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TPLTEXAS PACIFIC LAND CORP View history and evidence | $14.83M | 12.45% | 8.13K shares | — | ↗▾ | |
| 02 | BSJQINVESCO BULLETSHARES 2026 HYINVSCO BLSH 26 View history and evidence | $13.41M | 11.26% | 592.57K shares | — | ↗▾ | |
| 03 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT INC View history and evidence | $10.68M | 8.97% | 212.85K shares | — | ↗▾ | |
| 04 | LQDISHR IBX USD INVGD CB ETF-UIIBOXX INV CP ETF View history and evidence | $8.80M | 7.39% | 86.26K shares | — | ↗▾ | |
| 05 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $5.27M | 4.42% | 120.89K shares | — | ↗▾ | |
| 06 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $5.21M | 4.38% | 148.92K shares | — | ↗▾ | |
| 07 | TIPISHARES TIPS BOND ETFTIPS BD ETF View history and evidence | $3.99M | 3.35% | 38.48K shares | — | ↗▾ | |
| 08 | BSMUINVESCO BULLETSHARES 2030 MBINVSC 30 MUNI BD View history and evidence | $3.58M | 3.01% | 171.50K shares | — | ↗▾ | |
| 09 | GTOINVESCO TOTAL RETURN BOND ETTOTAL RETURN View history and evidence | $3.00M | 2.52% | 67.18K shares | — | ↗▾ | |
| 10 | EMBISHARES JP MORGAN USD EMERGIJPMORGAN USD EMG View history and evidence | $2.75M | 2.31% | 33.38K shares | — | ↗▾ |
Options overlay 4
$397.74M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Call | 915.20K | $391.23M | ▾ | |
EEMISHARES MSCI EMERGING MARKETMSCI EMG MKT ETF View history and evidence | Call | 61.00K | $2.31M | ▾ | |
EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | Call | 33.20K | $2.29M | ▾ |
3 / 4 options · preview only
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BIV VANGUARD INTERMEDIATE-TERM B | Non-derivative | — | — | SEC filing ↗ | |
| BSCO INVESCO BULLETSHARES 2024 CB | Non-derivative | — | — | SEC filing ↗ | |
| IAGG ISHARES INTL AGGREGATE BOND | Non-derivative | — | — | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1627003 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 516801150
}Research all 69 reported holdings.
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