Insight Wealth Partners, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationplano, TX
- CIK0001627003
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
95 | $729.98M | SPY, BSJQ, LQD, IAU | 13F-HR | Feb 14, 2025 | 000117266125001086 | ||
100 | $506.33M | SPY, BSJQ, LQD, EFA | 13F-HR | Nov 13, 2024 | 000117266124004664 | ||
91 | $578.07M | SPY, JPST, BSJQ, LQD | 13F-HR | Jul 18, 2024 | 000117266124002822 | ||
88 | $580.78M | SPY, JPST, TEXAS PACIFIC LAND CORPORATI, BSJQ | 13F-HR | May 10, 2024 | 000117266124002123 | ||
77 | $576.86M | SPY, JPST, BSJQ, TEXAS PACIFIC LAND CORPORATI | 13F-HR | Feb 13, 2024 | 000117266124000815 | ||
69 | $516.80M | SPY, TEXAS PACIFIC LAND CORPORATI, BSJQ, JPST | 13F-HR | Oct 30, 2023 | 000117266123003517 | ||
71 | $431.38M | SPY, BSJQ, JPST, TEXAS PACIFIC LAND CORPORATI | 13F-HR | Aug 11, 2023 | 000117266123002903 | ||
61 | $445.61M | SPY, TEXAS PACIFIC LAND CORPORATI, BSJQ, LQD | 13F-HR | May 12, 2023 | 000117266123002027 | ||
59 | $133.71M | SPY, TEXAS PACIFIC LAND CORPORATI, BSJQ, LQD | 13F-HR | Feb 1, 2023 | 000108514623000493 | ||
59 | $105.98M | BIV, TEXAS PACIFIC LAND CORPORATI, TIP, IAU | 13F-HR | Dec 1, 2022 | 000108514622004211 | ||
59 | $133.05M | LQD, BIV, TEXAS PACIFIC LAND CORPORATI, IAU | 13F-HR | Jul 13, 2022 | 000108514622002354 | ||
72 | $180.06M | SPY, LQD, BIV, TEXAS PACIFIC LAND CORPORATI | 13F-HR | May 2, 2022 | 000108514622001642 | ||
83 | $534.86M | SPY, GTO, TIP, VCSH | 13F-HR | Feb 4, 2022 | 000108514622000501 | ||
57 | $186.62M | SPY, GTO, TIP, VCSH | 13F-HR | Nov 5, 2021 | 000108514621003033 | ||
58 | $187.80M | SPY, GTO, TEXAS PACIFIC LAND CORPORATI, LQD | 13F-HR | Jul 14, 2021 | 000108514621001962 | ||
53 | $203.05M | SPY, GTO, TIP, VCSH | 13F-HR | Apr 20, 2021 | 000108514621001256 | ||
53 | $163.33M | SPY, GTO, LQD, VCSH | 13F-HR | Jan 19, 2021 | 000108514621000158 | ||
52 | $104.69M | SPY, GTO, VCSH, VBND | 13F-HR | Oct 16, 2020 | 000108514620002537 | ||
42 | $97.38M | SPY, LQD, FBND, TEXAS PAC LD TR | 13F-HR | Jul 20, 2020 | 000108514620001817 | ||
38 | $76.69M | SPY, SPXL, LQD, FBND | 13F-HR | May 7, 2020 | 000108514620001337 | ||
39 | $100.84M | SPY, LQD, CHV, TEXAS PAC LD TR | 13F-HR | Mar 16, 2020 | 000108514620000989 |