Insight Wealth Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$158M
Signature - Title
Wayne Smith - Authorized Signer
Location
Plano, TX
Summary
This page shows a list of all the recent 13F filings made by Insight Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Insight Wealth Partners, LLC reported 91 stock holdings with total value $158M as of Q4 2024. Top holdings included BSJQ, LQD, IAU, FBND, and JPST.
Holdings Value