Insight Wealth Partners, LLC
Q4 2024 13F Holdings
- Locationplano, TX
- Num holdings
95
- Value ($000)
$729,975
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001627003
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $555.96M | 76 % | 948,600 | call | |
BSJQ INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 46138J635 | $13.16M | 2 % | 565,511 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $12.06M | 2 % | 112,895 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $8.41M | 1 % | 169,800 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $8.27M | 1 % | 184,395 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $8.16M | 1 % | 161,919 | ||
EEM ISHARES TR | MSCI EMG MKT ETF | 464287234 | $7.77M | 1 % | 185,800 | call | |
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $5.56M | 1 % | 73,500 | call | |
TIP ISHARES TR | TIPS BD ETF | 464287176 | $4.92M | 1 % | 46,131 | ||
JBND J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | $4.63M | 1 % | 88,568 |
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