Insight Wealth Partners, LLC Closed Holding Positions

Insight Wealth Partners, LLC

  • $581 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NEE
Nextera Energy Inc

Utilities
Q2 2022 Filed on Jul 13, 2022
3,274
$68.51 - $87.08 $224K - $285K
GOOGL
Alphabet Inc.

Communication Services
Q2 2022 Filed on Jul 13, 2022
128
$105.81 - $142.97 $13.5K - $18.3K
UPS
United Parcel Service Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
970
$167.39 - $206.64 $162K - $200K
BLK
Black Rock Inc.

Financial Services
Q2 2022 Filed on Jul 13, 2022
301
$582.26 - $782.23 $175K - $235K
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2022 Filed on Jul 13, 2022
4,611
$72.62 - $79.98 $335K - $369K
COST
Costco Wholesale Corp

Consumer Defensive
Q2 2022 Filed on Jul 13, 2022
526
$416.43 - $608.05 $219K - $320K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q2 2022 Filed on Jul 13, 2022
3,134
$62.81 - $75.35 $197K - $236K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
3,363
$40.5 - $61.35 $136K - $206K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q1 2022 Filed on May 02, 2022
7,415
$24.8 - $27.06 $184K - $201K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q1 2022 Filed on May 02, 2022
1,173
$178.7 - $226.45 $210K - $266K
IVT
Inven Trust Properties Corp.

Real Estate
Q1 2022 Filed on May 02, 2022
11,588
$24.75 - $31.06 $287K - $360K
CMCSA
Comcast Corp

Communication Services
Q1 2022 Filed on May 02, 2022
4,436
$44.97 - $51.68 $199K - $229K
ADI
Analog Devices Inc

Technology
Q1 2022 Filed on May 02, 2022
1,641
$145.63 - $177.15 $239K - $291K
BBY
Best Buy CO Inc

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
2,481
$88.63 - $110.14 $220K - $273K
FAST
Fastenal CO

Industrials
Q1 2022 Filed on May 02, 2022
3,726
$49.62 - $62.33 $185K - $232K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2022 Filed on May 02, 2022
89,312
N/A
VUSE
ETF Ser Solutions

ETFs
Q1 2022 Filed on May 02, 2022
17,069
$43.05 - $47.51 $735K - $811K
Goldman Sachs Bdc Inc
Q1 2022 Filed on May 02, 2022
20,000
N/A
WM
Waste Management Inc

Industrials
Q1 2022 Filed on May 02, 2022
1,609
$140.6 - $164.3 $226K - $264K
VGT
Vanguard Information Technolog

ETFs
Q1 2022 Filed on May 02, 2022
482
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 04, 2022
29,444
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 04, 2022
46,074
N/A
AAL
American Airlines Group Inc.

Industrials
Q2 2021 Filed on Jul 14, 2021
9,288
$20.07 - $25.82 $186K - $240K
Ishares Gold Tr
Q2 2021 Filed on Jul 14, 2021
398,912
N/A
FISV
Fiserv Inc

Technology
Q1 2021 Filed on Apr 20, 2021
3,137
$102.69 - $124.13 $322K - $389K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2021 Filed on Apr 20, 2021
6,156
$61.43 - $67.25 $378K - $414K
Texas Pac Ld Tr
Q1 2021 Filed on Apr 20, 2021
8,130
N/A
Qep Resources Inc
Q1 2021 Filed on Apr 20, 2021
188,434
N/A
ET
Energy Transfer LP

Energy
Q1 2021 Filed on Apr 20, 2021
12,159
$6.1 - $8.58 $74.2K - $104K
RIG
Transocean Ltd.

Energy
Q1 2021 Filed on Apr 20, 2021
10,006
$2.32 - $4.68 $23.2K - $46.8K
CVX
Chevron Corp

Energy
Q4 2020 Filed on Jan 19, 2021
30,000
$66.88 - $95.62 $2.01M - $2.87M
SLB
Schlumberger Limited

Energy
Q4 2020 Filed on Jan 19, 2021
20,000
$14.18 - $23.45 $284K - $469K
SLB
Schlumberger Limited

Energy
Q4 2020 Filed on Jan 19, 2021
180
$14.18 - $23.45 $2.55K - $4.22K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 19, 2021
33,112
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 19, 2021
33,033
N/A
Raytheon CO
Q2 2020 Filed on Jul 20, 2020
3,300
N/A
PXD
Pioneer Natural Resources CO

Energy
Q1 2020 Filed on May 07, 2020
3,350
$56.77 - $158.11 $190K - $530K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q1 2020 Filed on May 07, 2020
1,051
N/A
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