0001085146-21-000158.txt : 20210119 0001085146-21-000158.hdr.sgml : 20210119 20210119092123 ACCESSION NUMBER: 0001085146-21-000158 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210119 DATE AS OF CHANGE: 20210119 EFFECTIVENESS DATE: 20210119 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: 21534247 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 12-31-2020 12-31-2020 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 01-16-2021 0 53 163330 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 386 1477 SH SOLE 0 0 1477 AMAZON COM INC COM 023135106 352 108 SH SOLE 0 0 108 APPLE INC COM 037833100 913 6879 SH SOLE 0 0 6879 ARK ETF TR INNOVATION ETF 00214Q104 1864 14974 SH SOLE 0 0 14974 CISCO SYS INC COM 17275R102 865 19319 SH SOLE 0 0 19319 DBX ETF TR XTRACKERS S&P 233051143 230 6991 SH SOLE 0 0 6991 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 420 5818 SH SOLE 0 0 5818 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 75 12159 SH SOLE 0 0 12159 ETF SER SOLUTIONS VIDENT CORE US 26922A602 3780 72808 SH SOLE 0 0 72808 ETF SER SOLUTIONS VIDENT INTL EQ 26922A404 4549 183483 SH SOLE 0 0 183483 ETF SER SOLUTIONS VIDENTCORE EQ FD 26922A503 2229 63967 SH SOLE 0 0 63967 EXXON MOBIL CORP COM 30231G102 206 4992 SH SOLE 0 0 4992 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 5623 103652 SH SOLE 0 0 103652 FISERV INC COM 337738108 357 3137 SH SOLE 0 0 3137 GOLDMAN SACHS BDC INC NOTE 4.500% 4/0 38147UAB3 21 20000 PRN SOLE 0 0 20000 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 15809 274121 SH SOLE 0 0 274121 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 201 7415 SH SOLE 0 0 7415 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 340 22278 SH SOLE 0 0 22278 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 977 46074 SH SOLE 0 0 46074 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 HY 46138J809 680 29444 SH SOLE 0 0 29444 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 1038 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 1098 50124 SH SOLE 0 0 50124 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 706 27808 SH SOLE 0 0 27808 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 1150 51373 SH SOLE 0 0 51373 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 722 28982 SH SOLE 0 0 28982 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 233 10300 SH SOLE 0 0 10300 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 214 8740 SH SOLE 0 0 8740 ISHARES GOLD TRUST ISHARES 464285105 6250 344746 SH SOLE 0 0 344746 ISHARES TR 3 7 YR TREAS BD 464288661 1807 13585 SH SOLE 0 0 13585 ISHARES TR CMBS ETF 46429B366 1490 26929 SH SOLE 0 0 26929 ISHARES TR CORE INTL AGGR 46435G672 1702 30272 SH SOLE 0 0 30272 ISHARES TR FALN ANGLS USD 46435G474 2522 85703 SH SOLE 0 0 85703 ISHARES TR IBOXX HI YD ETF 464288513 2498 28615 SH SOLE 0 0 28615 ISHARES TR IBOXX INV CP ETF 464287242 10377 75122 SH SOLE 0 0 75122 ISHARES TR JPMORGAN USD EMG 464288281 2666 23000 SH SOLE 0 0 23000 ISHARES TR NATIONAL MUN ETF 464288414 5126 43736 SH SOLE 0 0 43736 ISHARES TR S&P 500 GRWT ETF 464287309 393 6156 SH SOLE 0 0 6156 MICROSOFT CORP COM 594918104 305 1371 SH SOLE 0 0 1371 PACCAR INC COM 693718108 438 5080 SH SOLE 0 0 5080 PIMCO ETF TR ACTIVE BD ETF 72201R775 3100 27404 SH SOLE 0 0 27404 QEP RESOURCES INC COM 74733V100 450 188434 SH SOLE 0 0 188434 QORVO INC COM 74736K101 403 2421 SH SOLE 0 0 2421 RAYTHEON TECHNOLOGIES CORP COM 75513E101 546 7630 SH SOLE 0 0 7630 SPDR S&P 500 ETF TR TR UNIT 78462F103 241 644 SH SOLE 0 0 644 SPDR S&P 500 ETF TR TR UNIT 78462F103 52873 1006500 SH Call SOLE 0 0 1006500 SPROTT PHYSICAL GOLD TR UNIT 85207H104 1104 73152 SH SOLE 0 0 73152 TEXAS INSTRS INC COM 882508104 1289 7851 SH SOLE 0 0 7851 TEXAS PAC LD TR SUB CTF PROP I T 882610108 5911 8130 SH SOLE 0 0 8130 TRANSOCEAN LTD REG SHS H8817H100 23 10006 SH SOLE 0 0 10006 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 5071 91888 SH SOLE 0 0 91888 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 10239 122990 SH SOLE 0 0 122990 WP CAREY INC COM 92936U109 775 10983 SH SOLE 0 0 10983