Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSIGHT WEALTH PARTNERS LLC | 07-18-2024 | 06-30-2024 | 91 | 578,069,825 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | RBA INDL ETF | 51 | $795,727 | 11,649 | 0.00 | 0.00 | 2,874 | 32.75 | 06-30-2024 |
| CISCO SYS INC | COM | 52 | $792,609 | 16,683 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 53 | $790,317 | 10,969 | 0.00 | 0.00 | 1,422 | 14.89 | 06-30-2024 |
| PACCAR INC | COM | 54 | $781,906 | 7,596 | 0.00 | 0.00 | 10 | 0.13 | 06-30-2024 |
