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
Regulatory Consultant
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