Insight Wealth Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$164M
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 96 stock holdings with total value $164M as of Q3 2024. Top holdings included BSJQ, LQD, JPST, IAU, and FBND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 96 $164M +$29.1M -$24.5M +$4.63M BSJQ, LQD, JPST, IAU, FBND 13F-HR 11/13/2024, 04:22 PM
Q2 2024 87 $154M +$19.3M -$17.4M +$1.95M JPST, BSJQ, LQD, FBND, IAU 13F-HR 7/18/2024, 02:35 PM
Q1 2024 84 $154M +$27.8M -$2.14M +$25.6M JPST, TPL, BSJQ, LQD, FBND 13F-HR 5/10/2024, 10:43 AM
Q4 2023 73 $132M +$13.7M -$4.5M +$9.19M JPST, BSJQ, TPL, LQD, IAU 13F-HR 2/13/2024, 03:54 PM
Q3 2023 65 $119M +$2.6M -$5.11M -$2.51M TPL, BSJQ, JPST, LQD, FBND 13F-HR 10/30/2023, 07:44 AM
Q2 2023 68 $120M +$21.1M -$8.51M +$12.5M BSJQ, JPST, TPL, LQD, IAU 13F-HR 8/11/2023, 08:44 AM
Q1 2023 58 $111M +$9.69M -$3.69M +$6M TPL, BSJQ, LQD, IAU, FBND 13F-HR 5/12/2023, 09:34 AM
Q4 2022 56 $107M +$23.3M -$25.8M -$2.41M TPL, BSJQ, LQD, IAU, TIP 13F-HR 1/31/2023, 08:42 PM
Q3 2022 56 $102M +$3.02M -$24.4M -$21.4M BIV, TPL, TIP, IAU, IUSB 13F-HR 12/1/2022, 10:12 AM
Q2 2022 56 $127M +$3.37M -$7.59M -$4.22M LQD, BIV, TPL, IAU, FBND 13F-HR 7/13/2022, 01:15 PM
Q1 2022 69 $142M +$40.5M -$72.5M -$32M LQD, BIV, TPL, IAU, FBND 13F-HR 5/2/2022, 11:51 AM
Q4 2021 80 $181M +$25.6M -$2.98M +$22.6M GTO, TIP, VCSH, LQD, FBND 13F-HR 2/3/2022, 09:36 PM
Q3 2021 54 $157M +$11.3M -$6.34M +$4.98M GTO, TIP, VCSH, LQD, FBND 13F-HR 11/5/2021, 02:31 PM
Q2 2021 55 $157M +$22.8M -$10.7M +$12M GTO, TPL, LQD, TIP, VCSH 13F-HR 7/13/2021, 08:45 PM
Q1 2021 51 $142M +$44.1M -$11.4M +$32.6M GTO, TIP, VCSH, LQD, FBND 13F-HR 4/20/2021, 03:26 PM
Q4 2020 52 $110M +$22.8M -$7.23M +$15.5M GTO, LQD, VCSH, IAU, TPL 13F-HR 1/19/2021, 09:21 AM
Q3 2020 49 $89.6M +$39.8M -$9.64M +$30.2M GTO, VCSH, VBND, HYG, MUB 13F-HR 10/15/2020, 06:03 PM
Q2 2020 39 $59.7M +$3.84M -$19.7M -$15.8M LQD, FBND, TPL, VBND, HYG 13F-HR 7/17/2020, 05:33 PM
Q1 2020 35 $62.1M +$17.9M -$7.5M +$10.4M SPXL, LQD, FBND, VBND, HYG 13F-HR 5/7/2020, 04:10 PM
Q4 2019 38 $63.6M $0 $0 LQD, CVX, TPL, HYG, VIDI 13F-HR 3/16/2020, 12:30 PM