0001085146-20-000989.txt : 20200316 0001085146-20-000989.hdr.sgml : 20200316 20200316123039 ACCESSION NUMBER: 0001085146-20-000989 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200316 DATE AS OF CHANGE: 20200316 EFFECTIVENESS DATE: 20200316 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Insight Wealth Partners, LLC CENTRAL INDEX KEY: 0001627003 IRS NUMBER: 272626130 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20201 FILM NUMBER: 20716116 BUSINESS ADDRESS: STREET 1: 3333 PREMIER DRIVE, SUITE 800 CITY: PLANO STATE: TX ZIP: 75023 BUSINESS PHONE: 972-543-4800 MAIL ADDRESS: STREET 1: 3333 PREMIER DRIVE, SUITE 800 CITY: PLANO STATE: TX ZIP: 75023 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001627003 XXXXXXXX 12-31-2019 12-31-2019 false Insight Wealth Partners, LLC

3333 PREMIER DRIVE, SUITE 800 PLANO TX 75023

13F HOLDINGS REPORT 028-20201 N Ashley Smith-Roos 310-275-7300 /s/ Ashley Smith-Roos Beverly Hills TX 03-16-2020 0 39 100845 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 292 1386 SH SOLE 0 0 1386 APPLE INC COM 037833100 269 915 SH SOLE 0 0 915 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 238 1051 SH SOLE 0 0 1051 CHEVRON CORP NEW COM 166764100 6902 57272 SH SOLE 0 0 57272 CISCO SYS INC COM 17275R102 927 19319 SH SOLE 0 0 19319 ETF SER SOLUTIONS VIDENT CORE US 26922A602 4127 82085 SH SOLE 0 0 82085 ETF SER SOLUTIONS VIDENT INTL EQ 26922A404 4196 166629 SH SOLE 0 0 166629 ETF SER SOLUTIONS VIDENTCORE EQ FD 26922A503 1771 53417 SH SOLE 0 0 53417 EXXON MOBIL CORP COM 30231G102 267 3828 SH SOLE 0 0 3828 FIDELITY TOTAL BD ETF 316188309 2482 47971 SH SOLE 0 0 47971 FISERV INC COM 337738108 387 3349 SH SOLE 0 0 3349 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 708 33259 SH SOLE 0 0 33259 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 HY 46138J601 809 33799 SH SOLE 0 0 33799 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 884 41633 SH SOLE 0 0 41633 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 HY 46138J809 725 29386 SH SOLE 0 0 29386 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 934 43416 SH SOLE 0 0 43416 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 625 25568 SH SOLE 0 0 25568 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 977 45828 SH SOLE 0 0 45828 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 628 24010 SH SOLE 0 0 24010 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 994 46278 SH SOLE 0 0 46278 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 641 25138 SH SOLE 0 0 25138 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 334 22278 SH SOLE 0 0 22278 ISHARES GOLD TRUST ISHARES 464285105 2139 147489 SH SOLE 0 0 147489 ISHARES TR 3 7 YR TREAS BD 464288661 1387 11033 SH SOLE 0 0 11033 ISHARES TR CORE INTL AGGR 46435G672 1529 27915 SH SOLE 0 0 27915 ISHARES TR FALN ANGLS USD 46435G474 1372 50598 SH SOLE 0 0 50598 ISHARES TR IBOXX HI YD ETF 464288513 4286 48741 SH SOLE 0 0 48741 ISHARES TR IBOXX INV CP ETF 464287242 7694 60125 SH SOLE 0 0 60125 ISHARES TR JPMORGAN USD EMG 464288281 3616 31560 SH SOLE 0 0 31560 PACCAR INC COM 693718108 554 7005 SH SOLE 0 0 7005 PIONEER NAT RES CO COM 723787107 507 3350 SH SOLE 0 0 3350 QORVO INC COM 74736K101 372 3200 SH SOLE 0 0 3200 RAYTHEON CO COM NEW 755111507 725 3300 SH SOLE 0 0 3300 SCHLUMBERGER LTD COM 806857108 542 13480 SH SOLE 0 0 13480 SPDR S&P 500 ETF TR TR UNIT 78462F103 437 1359 SH SOLE 0 0 1359 SPDR S&P 500 ETF TR TR UNIT 78462F103 37240 972400 SH Call SOLE 0 0 972400 TEXAS INSTRS INC COM 882508104 1064 8297 SH SOLE 0 0 8297 TEXAS PAC LD TR SUB CTF PROP I T 882610108 6375 8160 SH SOLE 0 0 8160 W P CAREY INC COM 92936U109 889 11103 SH SOLE 0 0 11103