0001085146-20-002537.txt : 20201016 0001085146-20-002537.hdr.sgml : 20201016 20201015180325 ACCESSION NUMBER: 0001085146-20-002537 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201016 DATE AS OF CHANGE: 20201015 EFFECTIVENESS DATE: 20201016 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: 201242283 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 09-30-2020 09-30-2020 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 CA 10-15-2020 0 52 104685 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 334 1477 SH SOLE 0 0 1477 AMAZON COM INC COM 023135106 340 108 SH SOLE 0 0 108 APPLE INC COM 037833100 788 6804 SH SOLE 0 0 6804 ARK ETF TR INNOVATION ETF 00214Q104 1334 14501 SH SOLE 0 0 14501 CHEVRON CORP NEW COM 166764100 38 522 SH SOLE 0 0 522 CHEVRON CORP NEW COM 166764100 146 30000 SH Call SOLE 0 0 30000 CISCO SYS INC COM 17275R102 763 19359 SH SOLE 0 0 19359 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 309 5868 SH SOLE 0 0 5868 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 66 12159 SH SOLE 0 0 12159 ETF SER SOLUTIONS VIDENTCORE EQ FD 26922A503 1810 62813 SH SOLE 0 0 62813 ETF SER SOLUTIONS VIDENT CORE US 26922A602 4457 86016 SH SOLE 0 0 86016 ETF SER SOLUTIONS VIDENT INTL EQ 26922A404 3758 179820 SH SOLE 0 0 179820 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 2286 41825 SH SOLE 0 0 41825 FISERV INC COM 337738108 323 3137 SH SOLE 0 0 3137 GOLDMAN SACHS BDC INC NOTE 4.500% 4/0 38147UAB3 20 20000 PRN SOLE 0 0 20000 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 14751 255467 SH SOLE 0 0 255467 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 328 22278 SH SOLE 0 0 22278 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 981 45023 SH SOLE 0 0 45023 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 1008 45468 SH SOLE 0 0 45468 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 573 23373 SH SOLE 0 0 23373 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 569 24889 SH SOLE 0 0 24889 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 HY 46138J601 773 33112 SH SOLE 0 0 33112 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 HY 46138J809 659 28715 SH SOLE 0 0 28715 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 871 40842 SH SOLE 0 0 40842 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 931 42627 SH SOLE 0 0 42627 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 701 33033 SH SOLE 0 0 33033 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 590 24470 SH SOLE 0 0 24470 ISHARES GOLD TRUST ISHARES 464285105 4112 228592 SH SOLE 0 0 228592 ISHARES TR FALN ANGLS USD 46435G474 3122 114351 SH SOLE 0 0 114351 ISHARES TR IBOXX INV CP ETF 464287242 4089 30355 SH SOLE 0 0 30355 ISHARES TR NATIONAL MUN ETF 464288414 4140 35707 SH SOLE 0 0 35707 ISHARES TR S&P 500 GRWT ETF 464287309 356 1539 SH SOLE 0 0 1539 ISHARES TR 3 7 YR TREAS BD 464288661 1790 13402 SH SOLE 0 0 13402 ISHARES TR CMBS ETF 46429B366 731 13158 SH SOLE 0 0 13158 ISHARES TR IBOXX HI YD ETF 464288513 4190 49946 SH SOLE 0 0 49946 ISHARES TR JPMORGAN USD EMG 464288281 3483 31413 SH SOLE 0 0 31413 ISHARES TR CORE INTL AGGR 46435G672 2808 50449 SH SOLE 0 0 50449 MICROSOFT CORP COM 594918104 288 1371 SH SOLE 0 0 1371 PACCAR INC COM 693718108 597 7005 SH SOLE 0 0 7005 PIMCO ETF TR ACTIVE BD ETF 72201R775 205 1825 SH SOLE 0 0 1825 QORVO INC COM 74736K101 312 2421 SH SOLE 0 0 2421 RAYTHEON TECHNOLOGIES CORP COM 75513E101 439 7630 SH SOLE 0 0 7630 SCHLUMBERGER LTD COM 806857108 3 180 SH SOLE 0 0 180 SCHLUMBERGER LTD COM 806857108 41 20000 SH Call SOLE 0 0 20000 SPDR S&P 500 ETF TR TR UNIT 78462F103 14946 458300 SH Call SOLE 0 0 458300 SPDR S&P 500 ETF TR TR UNIT 78462F103 231 690 SH SOLE 0 0 690 SPROTT PHYSICAL GOLD TR UNIT 85207H104 791 52537 SH SOLE 0 0 52537 TEXAS INSTRS INC COM 882508104 1078 7547 SH SOLE 0 0 7547 TEXAS PAC LD TR SUB CTF PROP I T 882610108 3685 8160 SH SOLE 0 0 8160 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4061 74590 SH SOLE 0 0 74590 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 8964 108200 SH SOLE 0 0 108200 WP CAREY INC COM 92936U109 716 10983 SH SOLE 0 0 10983