Insight Wealth Partners, LLC
CIK 1627003 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- JPST12.80%
- BSJQ10.12%
- TPL9.73%
- LQD7.14%
- IAU4.59%
- FBND4.33%
- TIP2.89%
- BSMU2.86%
- GTO2.46%
- SPXL2.38%
Share classes counted separately59.30%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JPSTWeight increased · +3.83 pp8.97% → 12.80%Shares +124.69K (+58.58%)
- TPLWeight decreased · -2.72 pp12.45% → 9.73%Shares +65 (+0.80%)
- BSJQWeight decreased · -1.14 pp11.26% → 10.12%Shares -12.81K (-2.16%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT INC View history and evidence | $16.95M | 12.80% | 337.54K shares | 8.97% → 12.80%+3.83 pp +124.69K (+58.58%) | Added | ↗▾ |
| 02 | BSJQINVESCO BULLETSHARES 2026 HYINVSCO BLSH 26 View history and evidence | $13.41M | 10.12% | 579.76K shares | 11.26% → 10.12%-1.14 pp -12.81K (-2.16%) | Reduced | ↗▾ |
| 03 | TPLTEXAS PACIFIC LAND CORP View history and evidence | $12.89M | 9.73% | 8.20K shares | 12.45% → 9.73%-2.72 pp +65 (+0.80%) | Added | ↗▾ |
| 04 | LQDISHR IBX USD INVGD CB ETF-UIIBOXX INV CP ETF View history and evidence | $9.46M | 7.14% | 85.50K shares | 7.39% → 7.14%-0.25 pp -763 (-0.88%) | Reduced | ↗▾ |
| 05 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $6.08M | 4.59% | 155.73K shares | 4.38% → 4.59%+0.21 pp +6.81K (+4.57%) | Added | ↗▾ |
| 06 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $5.73M | 4.33% | 124.50K shares | 4.42% → 4.33%-0.09 pp +3.61K (+2.99%) | Added | ↗▾ |
| 07 | TIPISHARES TIPS BOND ETFTIPS BD ETF View history and evidence | $3.83M | 2.89% | 35.66K shares | 3.35% → 2.89%-0.46 pp -2.82K (-7.32%) | Reduced | ↗▾ |
| 08 | BSMUINVESCO BULLETSHARES 2030 MBINVSC 30 MUNI BD View history and evidence | $3.79M | 2.86% | 168.92K shares | 3.01% → 2.86%-0.15 pp -2.58K (-1.50%) | Reduced | ↗▾ |
| 09 | GTOINVESCO TOTAL RETURN BOND ETTOTAL RETURN View history and evidence | $3.25M | 2.46% | 68.86K shares | 2.52% → 2.46%-0.06 pp +1.68K (+2.50%) | Added | ↗▾ |
| 10 | SPXLDIREXION DAILY S&P 500 BULLDRX S&P500BULL View history and evidence | $3.15M | 2.38% | 30.29K shares | 2.17% → 2.38%+0.21 pp -2.81K (-8.50%) | Reduced | ↗▾ |
Options overlay 4
$444.37M 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 | 911.80K | $433.39M | -3.40K (-0.37%) | ▾ |
EEMISHARES MSCI EMERGING MARKETMSCI EMG MKT ETF View history and evidence | Call | 145.20K | $5.84M | +84.20K (+138.03%) | ▾ |
EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | Call | 34.50K | $2.60M | +1.30K (+3.92%) | ▾ |
3 / 4 options · preview only
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 46138J866 INVESCO EXCH TRD SLF IDX FD | Non-derivative | -40,985 | -$870.11K | SEC filing ↗ | SEC filing ↗ |
| 46138J858 INVESCO EXCH TRD SLF IDX FD | Non-derivative | -25,691 | -$603.87K | SEC filing ↗ | SEC filing ↗ |
2 / 2 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 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 576856565
}Research all 77 reported holdings.
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