0001172661-24-002123.txt : 20240510 0001172661-24-002123.hdr.sgml : 20240510 20240510104340 ACCESSION NUMBER: 0001172661-24-002123 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Insight Wealth Partners, LLC CENTRAL INDEX KEY: 0001627003 ORGANIZATION NAME: 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: 24933342 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 true false 0001627003 XXXXXXXX 03-31-2024 03-31-2024 false Insight Wealth Partners, LLC

3333 Premier Drive, Suite 800 Plano TX 75023

13F HOLDINGS REPORT 028-20201 000153635 801-71491 N Wayne Smith 310-275-7300 /s/ Wayne Smith Beverly Hills CA 05-10-2024 0 88 580781170 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 315963 2780 SH SOLE 0 0 2780 ABBVIE INC COM 00287Y109 701085 3850 SH SOLE 0 0 3850 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1077264 3108 SH SOLE 0 0 3108 AMAZON COM INC COM 023135106 1551448 8601 SH SOLE 0 0 8601 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 1285829 19524 SH SOLE 0 0 19524 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1461615 15597 SH SOLE 0 0 15597 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 584280 10804 SH SOLE 0 0 10804 APPLE INC COM 037833100 1609568 9386 SH SOLE 0 0 9386 ARK ETF TR INNOVATION ETF 00214Q104 2458928 49100 SH Call SOLE 0 0 49100 BP PLC SPONSORED ADR 055622104 232033 6158 SH SOLE 0 0 6158 BROADCOM INC COM 11135F101 850913 642 SH SOLE 0 0 642 CAPITOL SER TR FAIRLEAD TACTICA 14064D550 1268437 47974 SH SOLE 0 0 47974 CHEVRON CORP NEW COM 166764100 280146 1776 SH SOLE 0 0 1776 CISCO SYS INC COM 17275R102 832649 16683 SH SOLE 0 0 16683 COLGATE PALMOLIVE CO COM 194162103 439354 4879 SH SOLE 0 0 4879 CONOCOPHILLIPS COM 20825C104 365175 2869 SH SOLE 0 0 2869 DBX ETF TR XTRACKERS S&P 233051143 1907986 39891 SH SOLE 0 0 39891 DIAMONDBACK ENERGY INC COM 25278X109 1889749 9536 SH SOLE 0 0 9536 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 4351559 32467 SH SOLE 1351 0 31116 ECOLAB INC COM 278865100 480734 2082 SH SOLE 0 0 2082 ELI LILLY & CO COM 532457108 221719 285 SH SOLE 0 0 285 ETF SER SOLUTIONS VIDENT INTERNATI 26922A404 215061 8599 SH SOLE 0 0 8599 ETF SER SOLUTIONS CLEARSHS ULTRA 26922A453 909918 9086 SH SOLE 0 0 9086 ETF SER SOLUTIONS VIDENT US BOND 26922A602 244655 5587 SH SOLE 21 0 5566 EXXON MOBIL CORP COM 30231G102 865104 7442 SH SOLE 0 0 7442 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 6850749 151197 SH SOLE 3453 0 147744 FIRST TR EXCHANGE-TRADED FD RBA INDL ETF 33738R704 590826 8775 SH SOLE 0 0 8775 FORD MTR CO DEL COM 345370860 575037 43301 SH SOLE 0 0 43301 HOME BANCSHARES INC COM 436893200 277076 11277 SH SOLE 0 0 11277 HOME DEPOT INC COM 437076102 535613 1396 SH SOLE 0 0 1396 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 3955162 84494 SH SOLE 1954 0 82540 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 641161 33238 SH SOLE 0 0 33238 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 760150 33122 SH SOLE 0 0 33122 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 689677 35902 SH SOLE 0 0 35902 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 761637 33508 SH SOLE 0 0 33508 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 663875 33078 SH SOLE 0 0 33078 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 699319 34230 SH SOLE 0 0 34230 INVESCO EXCH TRD SLF IDX FD INVSC 30 MUNI BD 46138J445 3049684 137870 SH SOLE 0 0 137870 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 13388559 577591 SH SOLE 0 0 577591 ISHARES GOLD TR ISHARES NEW 464285204 6574943 156509 SH SOLE 0 0 156509 ISHARES TR IBOXX INV CP ETF 464287242 10104006 92765 SH SOLE 1459 0 91306 ISHARES TR GLOBAL ENERG ETF 464287341 431200 10040 SH SOLE 0 0 10040 ISHARES TR CMBS ETF 46429B366 2112769 44857 SH SOLE 884 0 43973 ISHARES TR FALN ANGLS USD 46435G474 2725426 101468 SH SOLE 1732 0 99736 ISHARES TR TIPS BD ETF 464287176 4613620 42953 SH SOLE 806 0 42147 ISHARES TR ISHARES SEMICDTR 464287523 1341357 5937 SH SOLE 0 0 5937 ISHARES TR MSCI EAFE ETF 464287465 2739198 34300 SH Call SOLE 0 0 34300 ISHARES TR NATIONAL MUN ETF 464288414 2811049 26125 SH SOLE 322 0 25803 ISHARES TR JPMORGAN USD EMG 464288281 3051608 34032 SH SOLE 578 0 33454 ISHARES TR CONSER ALLOC ETF 464289883 238258 6470 SH SOLE 0 0 6470 ISHARES TR US INFRASTRUC 46435U713 302750 6982 SH SOLE 0 0 6982 ISHARES TR CORE DIV GRWTH 46434V621 392428 6759 SH SOLE 0 0 6759 ISHARES TR PFD AND INCM SEC 464288687 334741 10386 SH SOLE 0 0 10386 ISHARES TR CORE TOTAL USD 46434V613 439891 9649 SH SOLE 0 0 9649 ISHARES TR IBOXX HI YD ETF 464288513 3007981 38698 SH SOLE 902 0 37796 ISHARES TR CORE S&P500 ETF 464287200 364857 694 SH SOLE 0 0 694 ISHARES TR MSCI EMG MKT ETF 464287234 5927844 144300 SH Call SOLE 0 0 144300 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 20408672 404533 SH SOLE 0 0 404533 JPMORGAN CHASE & CO COM 46625H100 383253 1913 SH SOLE 0 0 1913 MEDTRONIC PLC SHS G5960L103 238094 2732 SH SOLE 0 0 2732 META PLATFORMS INC CL A 30303M102 357872 737 SH SOLE 0 0 737 MICROSOFT CORP COM 594918104 867310 2061 SH SOLE 0 0 2061 NASDAQ INC COM 631103108 396142 6278 SH SOLE 0 0 6278 NVIDIA CORPORATION COM 67066G104 2756801 3051 SH SOLE 0 0 3051 ORACLE CORP COM 68389X105 206126 1641 SH SOLE 0 0 1641 PACCAR INC COM 693718108 939795 7586 SH SOLE 0 0 7586 PACER FDS TR US CASH COWS 100 69374H881 569425 9799 SH SOLE 0 0 9799 PEPSICO INC COM 713448108 380997 2177 SH SOLE 0 0 2177 PGIM ETF TR PGIM ULTRA SH BD 69344A107 756136 15214 SH SOLE 0 0 15214 PIMCO ETF TR ACTIVE BD ETF 72201R775 2094291 22799 SH SOLE 433 0 22366 PRINCIPAL EXCHANGE TRADED FD PRNC INVT GRAD 74255Y821 1697779 82176 SH SOLE 298 0 81878 QORVO INC COM 74736K101 200953 1750 SH SOLE 0 0 1750 RTX CORPORATION COM 75513E101 644381 6607 SH SOLE 0 0 6607 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 763889 9474 SH SOLE 0 0 9474 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 480197 5179 SH SOLE 0 0 5179 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 299892 2030 SH SOLE 0 0 2030 SELECT SECTOR SPDR TR ENERGY 81369Y506 215751 2285 SH SOLE 0 0 2285 SPDR GOLD TR GOLD SHS 78463V107 390251 1897 SH SOLE 0 0 1897 SPDR S&P 500 ETF TR TR UNIT 78462F103 509993 975 SH SOLE 0 0 975 SPDR S&P 500 ETF TR TR UNIT 78462F103 415736036 794800 SH Call SOLE 2700 0 792100 SPROTT PHYSICAL GOLD TR UNIT 85207H104 2761547 159627 SH SOLE 0 0 159627 TEXAS INSTRS INC COM 882508104 1675029 9615 SH SOLE 0 0 9615 TEXAS PACIFIC LAND CORPORATI COM 88262P102 14222668 24585 SH SOLE 0 0 24585 TEXAS ROADHOUSE INC COM 882681109 201738 1306 SH SOLE 0 0 1306 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 693427 9547 SH SOLE 0 0 9547 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1215386 15721 SH SOLE 236 0 15485 WESTERN ASSET PREMIER BD FD SHS BEN INT 957664105 902206 84794 SH SOLE 0 0 84794 WP CAREY INC COM 92936U109 461510 8177 SH SOLE 0 0 8177