0001085146-22-001642.txt : 20220502 0001085146-22-001642.hdr.sgml : 20220502 20220502115119 ACCESSION NUMBER: 0001085146-22-001642 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220502 DATE AS OF CHANGE: 20220502 EFFECTIVENESS DATE: 20220502 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: 22880272 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 03-31-2022 03-31-2022 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 04-28-2022 0 72 180056 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 361 3046 SH SOLE 0 0 3046 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 441 1308 SH SOLE 0 0 1308 ALPHABET INC CAP STK CL A 02079K305 356 128 SH SOLE 0 0 128 AMAZON COM INC COM 023135106 535 164 SH SOLE 0 0 164 APPLE INC COM 037833100 1072 6138 SH SOLE 0 0 6138 ARK ETF TR INNOVATION ETF 00214Q104 999 15073 SH SOLE 0 0 15073 BLACKROCK INC COM 09247X101 230 301 SH SOLE 0 0 301 BRISTOL-MYERS SQUIBB CO COM 110122108 337 4611 SH SOLE 0 0 4611 BROADCOM INC COM 11135F101 596 947 SH SOLE 0 0 947 CHEVRON CORP NEW COM 166764100 289 1776 SH SOLE 0 0 1776 CISCO SYS INC COM 17275R102 1066 19119 SH SOLE 0 0 19119 COLGATE PALMOLIVE CO COM 194162103 360 4754 SH SOLE 0 0 4754 CONOCOPHILLIPS COM 20825C104 276 2763 SH SOLE 0 0 2763 COSTCO WHSL CORP NEW COM 22160K105 303 526 SH SOLE 0 0 526 DBX ETF TR XTRACKERS S&P 233051143 486 11870 SH SOLE 0 0 11870 DIAMONDBACK ENERGY INC COM 25278X109 1298 9471 SH SOLE 0 0 9471 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 1064 8881 SH SOLE 0 0 8881 ETF SER SOLUTIONS VIDENT INTL EQ 26922A404 420 15881 SH SOLE 0 0 15881 EXXON MOBIL CORP COM 30231G102 842 10200 SH SOLE 0 0 10200 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 6267 125910 SH SOLE 0 0 125910 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 341 6883 SH SOLE 0 0 6883 FORD MTR CO DEL COM 345370860 646 38214 SH SOLE 0 0 38214 HARTFORD FINL SVCS GROUP INC COM 416515104 225 3134 SH SOLE 0 0 3134 HOME DEPOT INC COM 437076102 459 1532 SH SOLE 0 0 1532 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 3738 71264 SH SOLE 0 0 71264 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 302 22278 SH SOLE 0 0 22278 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 1015 47735 SH SOLE 0 0 47735 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 708 30892 SH SOLE 0 0 30892 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 1058 50124 SH SOLE 0 0 50124 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 682 27808 SH SOLE 0 0 27808 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 1082 51373 SH SOLE 0 0 51373 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 690 28982 SH SOLE 0 0 28982 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 306 14616 SH SOLE 0 0 14616 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 222 9352 SH SOLE 0 0 9352 ISHARES GOLD TR ISHARES NEW 464285204 6662 180886 SH SOLE 0 0 180886 ISHARES TR CMBS ETF 46429B366 1570 31492 SH SOLE 0 0 31492 ISHARES TR CORE DIV GRWTH 46434V621 361 6759 SH SOLE 0 0 6759 ISHARES TR CORE INTL AGGR 46435G672 367 7041 SH SOLE 0 0 7041 ISHARES TR CORE TOTAL USD 46434V613 5574 112313 SH SOLE 0 0 112313 ISHARES TR FALN ANGLS USD 46435G474 4236 152594 SH SOLE 0 0 152594 ISHARES TR IBOXX HI YD ETF 464288513 4087 49660 SH SOLE 0 0 49660 ISHARES TR IBOXX INV CP ETF 464287242 26144 216176 SH SOLE 0 0 216176 ISHARES TR JPMORGAN USD EMG 464288281 5279 54001 SH SOLE 0 0 54001 ISHARES TR MSCI EAFE ETF 464287465 349 181200 SH Call SOLE 0 0 181200 ISHARES TR MSCI EMG MKT ETF 464287234 176 175500 SH Call SOLE 0 0 175500 ISHARES TR NATIONAL MUN ETF 464288414 2062 18803 SH SOLE 0 0 18803 ISHARES TR TIPS BD ETF 464287176 6119 49118 SH SOLE 0 0 49118 ISHARES TR USD INV GRDE ETF 464288620 4051 73601 SH SOLE 0 0 73601 JPMORGAN CHASE & CO COM 46625H100 341 2504 SH SOLE 0 0 2504 MICROSOFT CORP COM 594918104 533 1730 SH SOLE 0 0 1730 NASDAQ INC COM 631103108 296 1659 SH SOLE 0 0 1659 NEXTERA ENERGY INC COM 65339F101 277 3274 SH SOLE 0 0 3274 NVIDIA CORPORATION COM 67066G104 479 1754 SH SOLE 0 0 1754 PACCAR INC COM 693718108 444 5040 SH SOLE 0 0 5040 PFIZER INC COM 717081103 244 4720 SH SOLE 0 0 4720 PIMCO ETF TR ACTIVE BD ETF 72201R775 1898 18645 SH SOLE 0 0 18645 PRINCIPAL EXCHANGE-TRADED FD PRNC INVT GRAD 74255Y821 1199 49792 SH SOLE 0 0 49792 QORVO INC COM 74736K101 242 1950 SH SOLE 0 0 1950 RAYTHEON TECHNOLOGIES CORP COM 75513E101 709 7159 SH SOLE 0 0 7159 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 377 4780 SH SOLE 0 0 4780 SPDR S&P 500 ETF TR TR UNIT 78462F103 1282 2838 SH SOLE 0 0 2838 SPDR S&P 500 ETF TR TR UNIT 78462F103 37798 931400 SH Call SOLE 0 0 931400 SPROTT PHYSICAL GOLD TR UNIT 85207H104 2454 159676 SH SOLE 0 0 159676 TEXAS INSTRS INC COM 882508104 2110 11498 SH SOLE 0 0 11498 TEXAS PACIFIC LAND CORPORATI COM 88262P102 10993 8130 SH SOLE 0 0 8130 UNITED PARCEL SERVICE INC CL B 911312106 208 970 SH SOLE 0 0 970 VANGUARD BD INDEX FDS INTERMED TERM 921937819 18203 222262 SH SOLE 0 0 222262 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 296 3726 SH SOLE 0 0 3726 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1563 20020 SH SOLE 0 0 20020 WESTERN ASSET PREMIER BD FD SHS BEN INT 957664105 989 82457 SH SOLE 0 0 82457 WP CAREY INC COM 92936U109 810 10014 SH SOLE 0 0 10014 YETI HLDGS INC COM 98585X104 202 3363 SH SOLE 0 0 3363