Insight Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Plano, TX
CIK
0001627003
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 100 506,327 SPY calls, BSJQ, LQD, EFA calls 13F-HR 11/13/2024 000117266124004664
Q2 2024 91 578,069 SPY calls, JPST, BSJQ, LQD 13F-HR 7/18/2024 000117266124002822
Q1 2024 88 580,781 SPY calls, JPST, TPL, BSJQ 13F-HR 5/10/2024 000117266124002123
Q4 2023 77 576,856 SPY calls, JPST, BSJQ, TPL 13F-HR 2/13/2024 000117266124000815
Q3 2023 69 516,801 SPY calls, TPL, BSJQ, JPST 13F-HR 10/30/2023 000117266123003517
Q2 2023 71 431,377 SPY calls, BSJQ, JPST, TPL 13F-HR 8/11/2023 000117266123002903
Q1 2023 61 445,611 SPY calls, TPL, BSJQ, LQD 13F-HR 5/12/2023 000117266123002027
Q4 2022 59 133,711 SPY calls, TPL, BSJQ, LQD 13F-HR 1/31/2023 000108514623000493
Q3 2022 59 105,985 BIV, TPL, TIP, IAU 13F-HR 12/1/2022 000108514622004211
Q2 2022 59 133,047 LQD, BIV, TPL, IAU 13F-HR 7/13/2022 000108514622002354
Q1 2022 72 180,056 SPY calls, LQD, BIV, TPL 13F-HR 5/2/2022 000108514622001642
Q4 2021 83 534,860 SPY calls, GTO, TIP, VCSH 13F-HR 2/3/2022 000108514622000501
Q3 2021 57 186,621 SPY calls, GTO, TIP, VCSH 13F-HR 11/5/2021 000108514621003033
Q2 2021 58 187,799 SPY calls, GTO, TPL, LQD 13F-HR 7/13/2021 000108514621001962
Q1 2021 53 203,052 SPY calls, GTO, TIP, VCSH 13F-HR 4/20/2021 000108514621001256
Q4 2020 53 163,330 SPY calls, GTO, LQD, VCSH 13F-HR 1/19/2021 000108514621000158
Q3 2020 52 104,685 SPY calls, GTO, VCSH, VBND 13F-HR 10/16/2020 000108514620002537
Q2 2020 42 97,383 SPY calls, LQD, FBND, TPL 13F-HR 7/20/2020 000108514620001817
Q1 2020 38 76,695 SPY calls, SPXL, LQD, FBND 13F-HR 5/7/2020 000108514620001337
Q4 2019 39 100,845 SPY calls, LQD, CVX, TPL 13F-HR 3/16/2020 000108514620000989