0001085146-22-000501.txt : 20220204 0001085146-22-000501.hdr.sgml : 20220204 20220203213635 ACCESSION NUMBER: 0001085146-22-000501 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220204 DATE AS OF CHANGE: 20220203 EFFECTIVENESS DATE: 20220204 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: 22590695 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 12-31-2021 12-31-2021 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 02-03-2022 0 83 534860 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 486 3455 SH SOLE 0 0 3455 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 542 1308 SH SOLE 0 0 1308 ALPHABET INC CAP STK CL A 02079K305 507 175 SH SOLE 0 0 175 AMAZON COM INC COM 023135106 580 174 SH SOLE 0 0 174 ANALOG DEVICES INC COM 032654105 288 1641 SH SOLE 0 0 1641 APPLE INC COM 037833100 1176 6621 SH SOLE 0 0 6621 ARK ETF TR INNOVATION ETF 00214Q104 1328 14034 SH SOLE 0 0 14034 BEST BUY INC COM 086516101 252 2481 SH SOLE 0 0 2481 BLACKROCK INC COM 09247X101 375 410 SH SOLE 0 0 410 BRISTOL-MYERS SQUIBB CO COM 110122108 340 5455 SH SOLE 0 0 5455 BROADCOM INC COM 11135F101 893 1342 SH SOLE 0 0 1342 CHEVRON CORP NEW COM 166764100 211 1794 SH SOLE 0 0 1794 CISCO SYS INC COM 17275R102 1212 19119 SH SOLE 0 0 19119 COLGATE PALMOLIVE CO COM 194162103 406 4754 SH SOLE 0 0 4754 COMCAST CORP NEW CL A 20030N101 223 4436 SH SOLE 0 0 4436 CONOCOPHILLIPS COM 20825C104 200 2777 SH SOLE 0 0 2777 COSTCO WHSL CORP NEW COM 22160K105 408 719 SH SOLE 0 0 719 DBX ETF TR XTRACKERS S&P 233051143 483 11330 SH SOLE 0 0 11330 DIAMONDBACK ENERGY INC COM 25278X109 1021 9471 SH SOLE 0 0 9471 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 545 3797 SH SOLE 0 0 3797 ETF SER SOLUTIONS VIDENT CORE US 26922A602 665 13062 SH SOLE 0 0 13062 ETF SER SOLUTIONS VIDENT INTL EQ 26922A404 905 34123 SH SOLE 0 0 34123 ETF SER SOLUTIONS VIDENTCORE EQ FD 26922A503 796 17069 SH SOLE 0 0 17069 EXXON MOBIL CORP COM 30231G102 624 10196 SH SOLE 0 0 10196 FASTENAL CO COM 311900104 239 3726 SH SOLE 0 0 3726 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 11280 212747 SH SOLE 0 0 212747 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 289 5438 SH SOLE 0 0 5438 GOLDMAN SACHS BDC INC NOTE 4.500% 4/0 38147UAB3 20 20000 PRN SOLE 0 0 20000 HARTFORD FINL SVCS GROUP INC COM 416515104 308 4454 SH SOLE 0 0 4454 HOME DEPOT INC COM 437076102 762 1837 SH SOLE 0 0 1837 INVENTRUST PPTYS CORP COM NEW 46124J201 316 11588 SH SOLE 0 0 11588 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 23829 422800 SH SOLE 0 0 422800 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 334 22278 SH SOLE 0 0 22278 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 1021 47735 SH SOLE 0 0 47735 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 718 30892 SH SOLE 0 0 30892 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 1076 50124 SH SOLE 0 0 50124 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 703 27808 SH SOLE 0 0 27808 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 1121 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 305 13930 SH SOLE 0 0 13930 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 215 8740 SH SOLE 0 0 8740 ISHARES GOLD TR ISHARES NEW 464285204 6254 179672 SH SOLE 0 0 179672 ISHARES TR 3 7 YR TREAS BD 464288661 8905 69204 SH SOLE 0 0 69204 ISHARES TR CMBS ETF 46429B366 1653 31164 SH SOLE 0 0 31164 ISHARES TR CORE DIV GRWTH 46434V621 376 6759 SH SOLE 0 0 6759 ISHARES TR CORE INTL AGGR 46435G672 390 7160 SH SOLE 0 0 7160 ISHARES TR CORE TOTAL USD 46434V613 9642 182172 SH SOLE 0 0 182172 ISHARES TR FALN ANGLS USD 46435G474 4782 159571 SH SOLE 0 0 159571 ISHARES TR IBOXX HI YD ETF 464288513 4581 52646 SH SOLE 0 0 52646 ISHARES TR IBOXX INV CP ETF 464287242 13086 98747 SH SOLE 0 0 98747 ISHARES TR JPMORGAN USD EMG 464288281 5136 47097 SH SOLE 0 0 47097 ISHARES TR MSCI EAFE ETF 464287465 79 999 SH SOLE 0 0 999 ISHARES TR MSCI EAFE ETF 464287465 12536 163800 SH Call SOLE 0 0 163800 ISHARES TR MSCI EMG MKT ETF 464287234 7999 162800 SH Call SOLE 0 0 162800 ISHARES TR NATIONAL MUN ETF 464288414 7369 63371 SH SOLE 0 0 63371 ISHARES TR TIPS BD ETF 464287176 16035 124107 SH SOLE 0 0 124107 JPMORGAN CHASE & CO COM 46625H100 481 3035 SH SOLE 0 0 3035 MICROSOFT CORP COM 594918104 793 2359 SH SOLE 0 0 2359 NASDAQ INC COM 631103108 536 2552 SH SOLE 0 0 2552 NEXTERA ENERGY INC COM 65339F101 421 4510 SH SOLE 0 0 4510 NVIDIA CORPORATION COM 67066G104 463 1573 SH SOLE 0 0 1573 PACCAR INC COM 693718108 445 5040 SH SOLE 0 0 5040 PFIZER INC COM 717081103 279 4720 SH SOLE 0 0 4720 PIMCO ETF TR ACTIVE BD ETF 72201R775 1769 16170 SH SOLE 0 0 16170 PNC FINL SVCS GROUP INC COM 693475105 235 1173 SH SOLE 0 0 1173 QORVO INC COM 74736K101 305 1950 SH SOLE 0 0 1950 RAYTHEON TECHNOLOGIES CORP COM 75513E101 616 7159 SH SOLE 0 0 7159 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 386 4780 SH SOLE 0 0 4780 SPDR S&P 500 ETF TR TR UNIT 78462F103 1616 3403 SH SOLE 0 0 3403 SPDR S&P 500 ETF TR TR UNIT 78462F103 333549 736400 SH Call SOLE 0 0 736400 SPROTT PHYSICAL GOLD TR UNIT 85207H104 2273 158263 SH SOLE 0 0 158263 TEXAS INSTRS INC COM 882508104 1987 10542 SH SOLE 0 0 10542 TEXAS PACIFIC LAND CORPORATI COM 88262P102 10153 8130 SH SOLE 0 0 8130 UNITED PARCEL SERVICE INC CL B 911312106 283 1322 SH SOLE 0 0 1322 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 309 3642 SH SOLE 0 0 3642 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 4904 89312 SH SOLE 0 0 89312 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 13737 169045 SH SOLE 0 0 169045 VANGUARD WORLD FDS INF TECH ETF 92204A702 221 482 SH SOLE 0 0 482 WASTE MGMT INC DEL COM 94106L109 269 1609 SH SOLE 0 0 1609 WESTERN ASSET PREMIER BD FD SHS BEN INT 957664105 1024 71436 SH SOLE 0 0 71436 WP CAREY INC COM 92936U109 822 10014 SH SOLE 0 0 10014 YETI HLDGS INC COM 98585X104 234 2829 SH SOLE 0 0 2829