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Insight Wealth Partners

Latest statistics and disclosures from Insight Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, BSJQ, LQD, EFA, EEM, and represent 72.31% of Insight Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: JBND (+$6.2M), UITB (+$6.0M), LQDB, LQD, IG, AVGO, MSFT, DBEF, SPXL, AAPL.
Started 12 new stock positions in JBND, COST, UITB, AXP, AGG, MSI, DE, AOR, DBEF, LRCX. BX, LQDB.
Reduced shares in these 10 stocks: SPY (-$105M), JPST (-$21M), SILA, BND, NVDA, PHYS, QRVO, ORCL, ACN, WPC.
Sold out of its positions in SILA, QRVO, BND.
Insight Wealth Partners was a net seller of stock by $-100M.
Insight Wealth Partners has $506M in assets under management (AUM), dropping by -12.42%.
Central Index Key (CIK): 0001627003

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Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 99 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	63.9	$323M	-24%	563k	573.88	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	2.6	$13M		566k	23.45	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.4	$12M	+15%	107k	112.98	View chart
Ishares Tr Msci Eafe Etf Call Option (EFA)	1.8	$9.0M		108k	83.63	View chart
Ishares Tr Msci Emg Mkt Etf Call Option (EEM)	1.7	$8.5M		185k	45.86	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.6	$8.3M	-71%	164k	50.74	View chart
Ishares Gold Tr Ishares New (IAU)	1.6	$8.1M	+3%	164k	49.70	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.5	$7.7M	+6%	166k	46.74	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.2	$6.2M	NEW	113k	54.65	View chart
Victory Portfolios Ii Core Intermediat (UITB)	1.2	$6.0M	NEW	125k	47.93	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	1.2	$5.9M	+11%	36k	163.95	View chart
Ishares Tr Tips Bd Etf (TIP)	0.9	$4.7M	+3%	43k	110.47	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.8	$4.3M	+5%	89k	48.30	View chart
NVIDIA Corporation (NVDA)	0.7	$3.6M	-12%	30k	121.44	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.7	$3.3M	+7%	42k	80.30	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	0.6	$3.2M	+73%	151k	21.40	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$3.2M	+3%	34k	93.58	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.6	$3.0M		135k	22.15	View chart
Ishares Tr Faln Angls Usd (FALN)	0.6	$2.9M	+5%	108k	27.34	View chart
Apple (AAPL)	0.5	$2.6M	+26%	11k	233.00	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$2.6M	+2%	24k	108.63	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.5	$2.6M	-7%	128k	20.38	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	0.5	$2.4M	+5%	46k	52.58	View chart
Ishares Tr Cmbs Etf (CMBS)	0.5	$2.3M	+5%	47k	48.93	View chart
Ark Etf Tr Innovation Etf Call Option (ARKK)	0.5	$2.3M		48k	47.53	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$2.3M	+6%	24k	94.61	View chart
Ishares Tr Bbb Rated Corp (LQDB)	0.4	$2.2M	NEW	25k	88.51	View chart
Amazon (AMZN)	0.4	$2.1M	+12%	11k	186.33	View chart
Microsoft Corporation (MSFT)	0.4	$2.0M	+108%	4.7k	430.27	View chart
Texas Instruments Incorporated (TXN)	0.4	$1.9M		9.4k	206.57	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$1.7M	+5%	7.4k	230.60	View chart
Diamondback Energy (FANG)	0.3	$1.6M		9.5k	172.40	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$1.6M		17k	95.95	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$1.5M		21k	70.67	View chart
Capitol Ser Tr Fairlead Tactica (TACK)	0.3	$1.5M		52k	28.13	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$1.3M	+50%	23k	57.83	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.3M	+72%	12k	104.18	View chart
Broadcom (AVGO)	0.2	$1.3M	+898%	7.3k	172.51	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.2M	+8%	15k	79.42	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.1M	+17%	9.2k	117.22	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.1M	+14%	13k	84.53	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.2	$951k	+9%	13k	74.67	View chart
Western Asset Premier Bd Shs Ben Int (WEA)	0.2	$951k		84k	11.28	View chart
Cisco Systems (CSCO)	0.2	$947k	+6%	18k	53.22	View chart
Meta Platforms Cl A (META)	0.2	$931k	+59%	1.6k	572.44	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$858k	-8%	2.4k	353.48	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$848k	+97%	5.5k	154.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$827k	+20%	3.4k	243.06	View chart
Raytheon Technologies Corp (RTX)	0.2	$808k		6.7k	121.16	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.2	$776k		34k	23.12	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$769k	NEW	18k	42.02	View chart
Abbvie (ABBV)	0.2	$761k		3.9k	197.48	View chart
Paccar (PCAR)	0.2	$760k		7.7k	98.68	View chart
Home Depot (HD)	0.1	$742k		1.8k	405.28	View chart
Eli Lilly & Co. (LLY)	0.1	$716k		808.00	885.91	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$715k		37k	19.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$712k		35k	20.65	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$699k		7.0k	100.14	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$675k		33k	20.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$665k		34k	19.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)	0.1	$660k		29k	22.72	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$633k	-2%	11k	56.14	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$590k		12k	49.78	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$541k	+22%	12k	47.12	View chart
Etf Ser Solutions Vident Us Bond (VBND)	0.1	$538k	+20%	12k	44.88	View chart
Ecolab (ECL)	0.1	$532k		2.1k	255.33	View chart
Nasdaq Omx (NDAQ)	0.1	$511k	+2%	7.0k	73.01	View chart
Colgate-Palmolive Company (CL)	0.1	$507k		4.9k	103.81	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$506k	+13%	13k	40.48	View chart
JPMorgan Chase & Co. (JPM)	0.1	$498k	+19%	2.4k	210.87	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$487k	+31%	10k	46.97	View chart
Ford Motor Company (F)	0.1	$469k		44k	10.56	View chart
Pepsi (PEP)	0.1	$457k	+16%	2.7k	170.05	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$424k		6.8k	62.69	View chart
Chevron Corporation (CVX)	0.1	$412k	+45%	2.8k	147.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$400k		694.00	576.82	View chart
Tesla Motors (TSLA)	0.1	$377k	+4%	1.4k	261.63	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.1	$363k	+45%	9.4k	38.66	View chart
Costco Wholesale Corporation (COST)	0.1	$337k	NEW	380.00	886.52	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$321k	NEW	3.2k	101.27	View chart
Texas Roadhouse (TXRH)	0.1	$321k	+3%	1.8k	176.60	View chart
Evercore Class A (EVR)	0.1	$310k	+4%	1.2k	253.34	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$307k	+11%	3.1k	99.49	View chart
ConocoPhillips (COP)	0.1	$306k		2.9k	105.28	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$265k	NEW	1.7k	153.13	View chart
Servicenow (NOW)	0.1	$259k	+6%	290.00	894.39	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$247k		7.4k	33.23	View chart
Etf Ser Solutions Vident Internati (VIDI)	0.0	$239k		8.9k	26.97	View chart
Wp Carey (WPC)	0.0	$238k	-25%	3.8k	62.30	View chart
Abbott Laboratories (ABT)	0.0	$229k	-21%	2.0k	114.01	View chart
Motorola Solutions Com New (MSI)	0.0	$218k	NEW	484.00	449.63	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$214k	-5%	2.4k	87.81	View chart
American Express Company (AXP)	0.0	$211k	NEW	777.00	271.20	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$209k		4.5k	46.40	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.0	$208k	NEW	3.5k	59.24	View chart
Deere & Company (DE)	0.0	$207k	NEW	495.00	417.33	View chart
Oracle Corporation (ORCL)	0.0	$207k	-31%	1.2k	170.40	View chart
BP Sponsored Adr (BP)	0.0	$205k		6.5k	31.39	View chart
Lam Research Corporation (LRCX)	0.0	$202k	NEW	247.00	816.08	View chart

Past Filings by Insight Wealth Partners

SEC 13F filings are viewable for Insight Wealth Partners going back to 2019

Insight Wealth Partners 2024 Q3 filed Nov. 13, 2024
Insight Wealth Partners 2024 Q2 filed July 18, 2024
Insight Wealth Partners 2024 Q1 filed May 10, 2024
Insight Wealth Partners 2023 Q3 filed Oct. 30, 2023
Insight Wealth Partners 2023 Q2 filed Aug. 11, 2023
Insight Wealth Partners 2023 Q1 filed May 12, 2023
Insight Wealth Partners 2022 Q4 filed Feb. 1, 2023
Insight Wealth Partners 2022 Q3 filed Dec. 1, 2022
Insight Wealth Partners 2022 Q2 filed July 13, 2022
Insight Wealth Partners 2022 Q1 filed May 2, 2022
Insight Wealth Partners 2021 Q4 filed Feb. 4, 2022
Insight Wealth Partners 2021 Q3 filed Nov. 5, 2021
Insight Wealth Partners 2021 Q2 filed July 14, 2021
Insight Wealth Partners 2021 Q1 filed April 20, 2021
Insight Wealth Partners 2020 Q4 filed Jan. 19, 2021
Insight Wealth Partners 2020 Q3 filed Oct. 16, 2020

View all past filings

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