Insight Wealth Partners, LLC's portfolio and holdings - Nov 2023

As per corporate shareholdings filed for Oct-2023, people matching Insight Wealth Partners, LLC publicly holds 23 stocks with a net worth of over US$ 24.8 M.

These are shares held by Insight Wealth Partners, LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Abbvie Inc Insight Wealth Partners, Llc 189.26 4,750 0.00% 0.00 899.0 K
Abbott Laboratories Insight Wealth Partners, Llc 123.67 3,377 0.00% 0.00 417.6 K
Accenture plc - Ordinary Shares - Class A Insight Wealth Partners, Llc 282.44 3,926 0.00% 0.00 1.1 M
BP plc - ADR Insight Wealth Partners, Llc 31.99 6,267 0.00% 0.00 200.5 K
Colgate-Palmolive Co. Insight Wealth Partners, Llc 86.84 4,754 0.00% 0.00 412.8 K
Conoco Phillips Insight Wealth Partners, Llc 91.64 2,811 0.00% 0.00 257.6 K
Chevron Corp. Insight Wealth Partners, Llc 150.04 1,776 0.00% 0.00 266.5 K
Ford Motor Co. Insight Wealth Partners, Llc 11.16 41,718 0.00% 0.00 465.6 K
Home Bancshares Inc Insight Wealth Partners, Llc 30.19 11,105 0.01% 0.00 335.3 K
Raytheon Technologies Corporation Insight Wealth Partners, Llc 151.50 7,207 0.00% 0.00 1.1 M
Texas Pacific Land Corporation Insight Wealth Partners, Llc 997.11 8,130 0.11% 0.00 8.1 M
W. P. Carey Inc Insight Wealth Partners, Llc 61.69 9,242 0.00% 0.00 570.1 K
Western Asset Premier Bond Fund Insight Wealth Partners, Llc 10.79 88,129 0.74% 0.01 950.9 K
Exxon Mobil Corp. Insight Wealth Partners, Llc 107.77 7,585 0.00% 0.00 817.4 K
Apple Inc Insight Wealth Partners, Llc 211.18 6,969 0.00% 0.00 1.5 M
Amazon.com Inc. Insight Wealth Partners, Llc 226.13 5,086 0.00% 0.00 1.2 M
Broadcom Inc Insight Wealth Partners, Llc 283.34 260 0.00% 0.00 73.7 K
Cisco Systems, Inc. Insight Wealth Partners, Llc 68.05 16,483 0.00% 0.00 1.1 M
Diamondback Energy Inc Insight Wealth Partners, Llc 141.37 9,536 0.01% 0.00 1.3 M
Microsoft Corporation Insight Wealth Partners, Llc 510.05 1,267 0.00% 0.00 646.2 K
NVIDIA Corp Insight Wealth Partners, Llc 172.41 1,698 0.00% 0.00 292.8 K
Paccar Inc. Insight Wealth Partners, Llc 93.68 7,563 0.00% 0.00 708.5 K
Texas Instruments Inc. Insight Wealth Partners, Llc 216.62 9,511 0.00% 0.00 2.1 M
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