0001085146-21-001256.txt : 20210420 0001085146-21-001256.hdr.sgml : 20210420 20210420152646 ACCESSION NUMBER: 0001085146-21-001256 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210420 DATE AS OF CHANGE: 20210420 EFFECTIVENESS DATE: 20210420 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: 21837652 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 03-31-2021 03-31-2021 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 04-14-2021 0 53 203052 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 383 1386 SH SOLE 0 0 1386 AMAZON COM INC COM 023135106 210 68 SH SOLE 0 0 68 AMERICAN AIRLS GROUP INC COM 02376R102 222 9288 SH SOLE 0 0 9288 APPLE INC COM 037833100 601 4923 SH SOLE 0 0 4923 ARK ETF TR INNOVATION ETF 00214Q104 1853 15447 SH SOLE 0 0 15447 CISCO SYS INC COM 17275R102 999 19319 SH SOLE 0 0 19319 DBX ETF TR XTRACKERS S&P 233051143 328 9430 SH SOLE 0 0 9430 DIAMONDBACK ENERGY INC COM 25278X109 692 9421 SH SOLE 0 0 9421 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 388 4573 SH SOLE 0 0 4573 ETF SER SOLUTIONS VIDENT CORE US 26922A602 3347 66458 SH SOLE 0 0 66458 ETF SER SOLUTIONS VIDENT INTL EQ 26922A404 4746 173603 SH SOLE 0 0 173603 ETF SER SOLUTIONS VIDENTCORE EQ FD 26922A503 2668 63857 SH SOLE 0 0 63857 EXXON MOBIL CORP COM 30231G102 279 4997 SH SOLE 0 0 4997 FIDELITY COVINGTON TRUST TOTAL BD ETF 316188309 9119 173994 SH SOLE 0 0 173994 GOLDMAN SACHS BDC INC NOTE 4.500% 4/0 38147UAB3 21 20000 PRN SOLE 0 0 20000 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 18091 322934 SH SOLE 0 0 322934 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 334 22278 SH SOLE 0 0 22278 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 974 46074 SH SOLE 0 0 46074 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 HY 46138J809 679 29444 SH SOLE 0 0 29444 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 1033 47735 SH SOLE 0 0 47735 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 693 29685 SH SOLE 0 0 29685 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 1091 50124 SH SOLE 0 0 50124 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 704 27808 SH SOLE 0 0 27808 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 1139 51373 SH SOLE 0 0 51373 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 724 28982 SH SOLE 0 0 28982 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 228 10300 SH SOLE 0 0 10300 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 215 8740 SH SOLE 0 0 8740 ISHARES GOLD TR ISHARES 464285105 6486 398912 SH SOLE 0 0 398912 ISHARES TR 3 7 YR TREAS BD 464288661 6791 52282 SH SOLE 0 0 52282 ISHARES TR CMBS ETF 46429B366 1482 27508 SH SOLE 0 0 27508 ISHARES TR CORE DIV GRWTH 46434V621 298 6165 SH SOLE 0 0 6165 ISHARES TR CORE INTL AGGR 46435G672 432 7870 SH SOLE 0 0 7870 ISHARES TR CORE TOTAL USD 46434V613 7573 143555 SH SOLE 0 0 143555 ISHARES TR FALN ANGLS USD 46435G474 4242 145059 SH SOLE 0 0 145059 ISHARES TR IBOXX HI YD ETF 464288513 3878 44479 SH SOLE 0 0 44479 ISHARES TR IBOXX INV CP ETF 464287242 11577 89022 SH SOLE 0 0 89022 ISHARES TR JPMORGAN USD EMG 464288281 4117 37809 SH SOLE 0 0 37809 ISHARES TR MSCI EAFE ETF 464287465 74 971 SH SOLE 0 0 971 ISHARES TR MSCI EAFE ETF 464287465 78 11800 SH Call SOLE 0 0 11800 ISHARES TR NATIONAL MUN ETF 464288414 7229 62290 SH SOLE 0 0 62290 ISHARES TR TIPS BD ETF 464287176 11927 95034 SH SOLE 0 0 95034 PACCAR INC COM 693718108 472 5080 SH SOLE 0 0 5080 PIMCO ETF TR ACTIVE BD ETF 72201R775 1712 15644 SH SOLE 0 0 15644 QORVO INC COM 74736K101 442 2421 SH SOLE 0 0 2421 RAYTHEON TECHNOLOGIES CORP COM 75513E101 590 7630 SH SOLE 0 0 7630 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 358 4910 SH SOLE 0 0 4910 SPDR S&P 500 ETF TR TR UNIT 78462F103 277 698 SH SOLE 0 0 698 SPDR S&P 500 ETF TR TR UNIT 78462F103 61237 1052800 SH Call SOLE 0 0 1052800 SPROTT PHYSICAL GOLD TR UNIT 85207H104 1091 81373 SH SOLE 0 0 81373 TEXAS INSTRS INC COM 882508104 1484 7851 SH SOLE 0 0 7851 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4932 90270 SH SOLE 0 0 90270 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 11756 142493 SH SOLE 0 0 142493 WP CAREY INC COM 92936U109 756 10686 SH SOLE 0 0 10686