- New Purchases: VCSH, MUB, VTEB, IEI, ARKK, CMBS, IVW, AMZN, MSFT,
- Added Positions: IAU, PHYS, EMB, AAPL, HYG, IAGG, ACN,
- Reduced Positions: LQD, FBND, SPXL, SPY,
For the details of Insight Wealth Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/insight+wealth+partners%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Insight Wealth Partners, LLC- SSGA SPDR S&P 500 (SPY) - 458,300 shares, 20.68% of the total portfolio.
- Vanguard Short-Term Corporate Bond ETF (VCSH) - 108,200 shares, 12.40% of the total portfolio. New Position
- ISHARES TRUST (HYG) - 49,946 shares, 5.80% of the total portfolio. Shares added by 6.80%
- ISHARES TRUST (MUB) - 35,707 shares, 5.73% of the total portfolio. New Position
- ISHARES GOLD TRUST (IAU) - 228,592 shares, 5.69% of the total portfolio. Shares added by 19.05%
Insight Wealth Partners, LLC initiated holding in Vanguard Short-Term Corporate Bond ETF. The purchase prices were between $82.55 and $83.1, with an estimated average price of $82.88. The stock is now traded at around $82.91. The impact to a portfolio due to this purchase was 12.4%. The holding were 108,200 shares as of .
New Purchase: ISHARES TRUST (MUB)Insight Wealth Partners, LLC initiated holding in ISHARES TRUST. The purchase prices were between $115.26 and $117.22, with an estimated average price of $116.18. The stock is now traded at around $115.27. The impact to a portfolio due to this purchase was 5.73%. The holding were 35,707 shares as of .
New Purchase: VANGUARD MUNICIPAL (VTEB)Insight Wealth Partners, LLC initiated holding in VANGUARD MUNICIPAL. The purchase prices were between $54.07 and $55.05, with an estimated average price of $54.57. The stock is now traded at around $54.15. The impact to a portfolio due to this purchase was 5.62%. The holding were 74,590 shares as of .
New Purchase: iShares 3-7 Year Treasury Bond ETF (IEI)Insight Wealth Partners, LLC initiated holding in iShares 3-7 Year Treasury Bond ETF. The purchase prices were between $133.12 and $133.9, with an estimated average price of $133.43. The stock is now traded at around $133.31. The impact to a portfolio due to this purchase was 2.48%. The holding were 13,402 shares as of .
New Purchase: ARK ETF TR (ARKK)Insight Wealth Partners, LLC initiated holding in ARK ETF TR. The purchase prices were between $73.5 and $97.21, with an estimated average price of $85.6. The stock is now traded at around $102.83. The impact to a portfolio due to this purchase was 1.85%. The holding were 14,501 shares as of .
New Purchase: ISHARES TRUST (CMBS)Insight Wealth Partners, LLC initiated holding in ISHARES TRUST. The purchase prices were between $54.22 and $55.48, with an estimated average price of $54.96. The stock is now traded at around $55.28. The impact to a portfolio due to this purchase was 1.01%. The holding were 13,158 shares as of .
Added: Sprott Physical Gold Trust (PHYS)Insight Wealth Partners, LLC added to a holding in Sprott Physical Gold Trust by 124.73%. The purchase prices were between $14.29 and $16.42, with an estimated average price of $15.25. The stock is now traded at around $15.17. The impact to a portfolio due to this purchase was 0.6%. The holding were 52,537 shares as of .
Added: Apple Inc (AAPL)Insight Wealth Partners, LLC added to a holding in Apple Inc by 55.77%. The purchase prices were between $91.03 and $134.18, with an estimated average price of $109.02. The stock is now traded at around $120.71. The impact to a portfolio due to this purchase was 0.39%. The holding were 6,804 shares as of .
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