0001085146-23-000493.txt : 20230201
0001085146-23-000493.hdr.sgml : 20230201
20230131204235
ACCESSION NUMBER: 0001085146-23-000493
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230201
DATE AS OF CHANGE: 20230131
EFFECTIVENESS DATE: 20230201
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: 23574465
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
X0202
13F-HR
LIVE
false
false
false
0001627003
XXXXXXXX
12-31-2022
12-31-2022
false
Insight Wealth Partners, LLC
3333 PREMIER DRIVE, SUITE 800
PLANO
TX
75023
13F HOLDINGS REPORT
028-20201
000153635
N
Ashley Smith-Roos
Regulatory Consultant
310-275-7300
/s/ Ashley Smith-Roos
Beverly Hills
CA
01-31-2023
0
59
133711555
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
BBG001SCXK90
1047614
3926
SH
SOLE
0
0
3926
AMAZON COM INC
COM
023135106
BBG001S5PQL7
210336
2504
SH
SOLE
0
0
2504
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
BBG00Q9MQZW3
227256
3050
SH
SOLE
0
0
3050
APPLE INC
COM
037833100
BBG001S5N8V8
662253
5097
SH
SOLE
0
0
5097
BP PLC
SPONSORED ADR
055622104
BBG001S5W4F5
210733
6033
SH
SOLE
0
0
6033
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
318774
1776
SH
SOLE
0
0
1776
CISCO SYS INC
COM
17275R102
BBG001S6HC62
785250
16483
SH
SOLE
0
0
16483
COLGATE PALMOLIVE CO
COM
194162103
BBG001S5PVM5
374568
4754
SH
SOLE
0
0
4754
CONOCOPHILLIPS
COM
20825C104
BBG001S5TZM2
321432
2724
SH
SOLE
0
0
2724
DBX ETF TR
XTRACKERS S&P
233051143
BBG00PK99PR8
493759
14287
SH
SOLE
0
0
14287
DEERE & CO
COM
244199105
BBG001S5QFF7
200660
468
SH
SOLE
0
0
468
DIAMONDBACK ENERGY INC
COM
25278X109
BBG002PHSZN7
1295854
9474
SH
SOLE
0
0
9474
DIREXION SHS ETF TR
DRX S&P500BULL
25459W862
BBG001T3NV87
1219885
19641
SH
SOLE
0
0
19641
ETF SER SOLUTIONS
VIDENT INTL EQ
26922A404
BBG005HJNZF9
252059
11664
SH
SOLE
0
0
11664
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
835671
7576
SH
SOLE
0
0
7576
FIDELITY MERRIMACK STR TR
TOTAL BD ETF
316188309
BBG0078X1341
5491853
121987
SH
SOLE
0
0
121987
FORD MTR CO DEL
COM
345370860
BBG001S5TZ33
446323
38377
SH
SOLE
0
0
38377
HOME BANCSHARES INC
COM
436893200
BBG001SN0R60
247272
10850
SH
SOLE
0
0
10850
INVESCO ACTIVELY MANAGED ETF
TOTAL RETURN
46090A804
BBG00KJR1JM8
4476370
96328
SH
SOLE
0
0
96328
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
BBG00KJR0YJ0
942296
44914
SH
SOLE
0
0
44914
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 HY
46138J858
BBG00KJR0Z89
598857
25691
SH
SOLE
0
0
25691
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
BBG00KJR2GD3
926992
45252
SH
SOLE
0
0
45252
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 HY
46138J833
BBG00KJR2H78
591998
26763
SH
SOLE
0
0
26763
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
BBG00KJR2J47
305705
15179
SH
SOLE
0
0
15179
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 HY
46138J817
BBG00KXH4WB4
206773
9352
SH
SOLE
0
0
9352
INVESCO EXCH TRD SLF IDX FD
INVSC 30 MUNI BD
46138J445
BBG00X3HX973
4224471
194906
SH
SOLE
0
0
194906
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
46138J635
BBG00LNJYDS0
10868126
482706
SH
SOLE
0
0
482706
ISHARES GOLD TR
ISHARES NEW
464285204
BBG001SJK6D5
5928103
171382
SH
SOLE
0
0
171382
ISHARES TR
1 3 YR TREAS BD
464287457
BBG001SKXPR1
308095
3796
SH
SOLE
0
0
3796
ISHARES TR
CMBS ETF
46429B366
BBG002NCLTH8
2053268
44724
SH
SOLE
0
0
44724
ISHARES TR
CONSER ALLOC ETF
464289883
BBG001T3YTX2
217457
6470
SH
SOLE
0
0
6470
ISHARES TR
CORE DIV GRWTH
46434V621
BBG006MJFZK4
337950
6759
SH
SOLE
0
0
6759
ISHARES TR
CORE INTL AGGR
46435G672
BBG00BDV2SQ0
238083
5007
SH
SOLE
0
0
5007
ISHARES TR
CORE TOTAL USD
46434V613
BBG006MJCSW0
246621
5489
SH
SOLE
0
0
5489
ISHARES TR
FALN ANGLS USD
46435G474
BBG00D332C84
2837768
115310
SH
SOLE
0
0
115310
ISHARES TR
IBOXX HI YD ETF
464288513
BBG001ST0ZQ7
2905739
39464
SH
SOLE
0
0
39464
ISHARES TR
IBOXX INV CP ETF
464287242
BBG001S60QR6
7200076
68292
SH
SOLE
0
0
68292
ISHARES TR
JPMORGAN USD EMG
464288281
BBG001SQS9Y2
3620358
42799
SH
SOLE
0
0
42799
ISHARES TR
MSCI EAFE ETF
464287465
BBG001SG09V7
3864
33500
SH
Call
SOLE
0
0
33500
ISHARES TR
MSCI EMG MKT ETF
464287234
BBG001SK77D5
1119
92800
SH
Call
SOLE
0
0
92800
ISHARES TR
NATIONAL MUN ETF
464288414
BBG001SZV978
2463470
23346
SH
SOLE
0
0
23346
ISHARES TR
PFD AND INCM SEC
464288687
BBG001SNVWC8
327801
10737
SH
SOLE
0
0
10737
ISHARES TR
TIPS BD ETF
464287176
BBG001SD9RM5
5548789
52131
SH
SOLE
0
0
52131
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
243031
1663
SH
SOLE
0
0
1663
PACCAR INC
COM
693718108
BBG001S5V1S8
498809
5040
SH
SOLE
0
0
5040
PFIZER INC
COM
717081103
BBG001S5V466
241853
4720
SH
SOLE
0
0
4720
PIMCO ETF TR
ACTIVE BD ETF
72201R775
BBG002N12C17
2203852
24357
SH
SOLE
0
0
24357
PRINCIPAL EXCHANGE TRADED FD
PRNC INVT GRAD
74255Y821
BBG00KN7G4Q0
681330
33366
SH
SOLE
0
0
33366
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
BBG001S5X5Q9
698770
6924
SH
SOLE
0
0
6924
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
BBG0025RWLM4
361081
4780
SH
SOLE
0
0
4780
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
382430
1000
SH
SOLE
0
0
1000
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
26613108
768700
SH
Call
SOLE
0
0
768700
SPROTT PHYSICAL GOLD TR
UNIT
85207H104
BBG001T66XM9
2533432
179676
SH
SOLE
0
0
179676
TEXAS INSTRS INC
COM
882508104
BBG001S5WYZ7
1427005
8637
SH
SOLE
0
0
8637
TEXAS PACIFIC LAND CORPORATI
COM
88262P102
BBG00YRJXKC0
19058590
8130
SH
SOLE
0
0
8130
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
BBG001ST39R1
3963043
53324
SH
SOLE
0
0
53324
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
BBG001T62KZ7
1211806
16117
SH
SOLE
0
0
16117
WESTERN ASSET PREMIER BD FD
SHS BEN INT
957664105
BBG001SB94R5
803343
75502
SH
SOLE
0
0
75502
WP CAREY INC
COM
92936U109
BBG001S67MM3
768371
9832
SH
SOLE
0
0
9832