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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, IAU, FBND, and represent 81.99% of Insight Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SPY (+$226M), SCHG, FBND, LQD, SCHD, HYG, GTO, FALN, TIP, IAU.
Started 4 new stock positions in IGSB, GOOGL, TPL, UIS.
Reduced shares in these 10 stocks: EFA, SPXL, UITB, JBND, MSFT, Inv Bulletshs 2024 Etf etf/closed end-, PHYS, AAPL, LLY, META.
Sold out of its positions in AXP, BP, VIDI, Inv Bulletshs 2024 Etf etf/closed end-, JPIE, Lam Research Corporation, MSI, ORCL, XLE.
Insight Wealth Partners was a net buyer of stock by $222M.
Insight Wealth Partners has $730M in assets under management (AUM), dropping by 44.18%.
Central Index Key (CIK): 0001627003

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Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 94 positions in its portfolio as reported in the December 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)	76.2	$557M	+68%	950k	586.24	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.8	$13M		566k	23.27	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.7	$12M	+5%	113k	106.84	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$8.4M	+3%	170k	49.51	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.1	$8.3M	+11%	184k	44.87	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.1	$8.2M		162k	50.37	View chart
Ishares Tr Msci Emg Mkt Etf Call Option (EEM)	1.1	$7.8M		186k	41.82	View chart
Ishares Tr Msci Eafe Etf Call Option (EFA)	0.8	$5.6M	-31%	74k	75.61	View chart
Ishares Tr Tips Bd Etf (TIP)	0.7	$4.9M	+7%	46k	106.55	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.6	$4.6M	-21%	89k	52.25	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.6	$4.6M	+12%	100k	46.40	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.6	$4.4M	-22%	97k	45.96	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.6	$4.4M	-27%	26k	168.70	View chart
NVIDIA Corporation (NVDA)	0.6	$4.1M		30k	134.29	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$3.8M	+15%	48k	78.65	View chart
Ishares Tr Faln Angls Usd (FALN)	0.5	$3.3M	+14%	123k	26.71	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$3.2M	+7%	36k	89.04	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	0.4	$3.2M	+4%	158k	20.34	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.4	$2.9M		134k	21.72	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.8M	+8%	26k	106.55	View chart
Ark Etf Tr Innovation Etf Call Option (ARKK)	0.4	$2.7M		48k	56.77	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	0.3	$2.5M		47k	53.27	View chart
Ishares Tr Cmbs Etf (CMBS)	0.3	$2.4M	+10%	52k	47.20	View chart
Apple (AAPL)	0.3	$2.4M	-13%	9.7k	250.43	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$2.3M	+7%	26k	90.42	View chart
Amazon (AMZN)	0.3	$2.2M	-8%	10k	219.38	View chart
Ishares Tr Bbb Rated Corp (LQDB)	0.3	$2.2M	+2%	26k	84.92	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.3	$2.1M	-19%	103k	20.14	View chart
Broadcom (AVGO)	0.2	$1.7M		7.3k	231.85	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.7M	-5%	8.9k	187.51	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$1.6M		17k	96.53	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$1.6M		7.4k	215.48	View chart
Diamondback Energy (FANG)	0.2	$1.6M		9.5k	163.83	View chart
Capitol Ser Tr Fairlead Tactica (TACK)	0.2	$1.4M		52k	27.35	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$1.4M		21k	65.08	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.3M		22k	56.48	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.3M	+8%	16k	78.01	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.2M	+257%	44k	27.87	View chart
Microsoft Corporation (MSFT)	0.2	$1.2M	-39%	2.8k	421.45	View chart
Cisco Systems (CSCO)	0.1	$1.0M	-2%	17k	59.20	View chart
Exxon Mobil Corporation (XOM)	0.1	$986k		9.2k	107.57	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.1	$982k		13k	77.04	View chart
Western Asset Premier Bd Shs Ben Int (WEA)	0.1	$956k	+5%	89k	10.77	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$888k	+160%	33k	27.32	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$858k		2.4k	351.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$826k		3.4k	242.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$808k	+13%	42k	19.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.1	$805k	+3%	35k	23.07	View chart
Paccar (PCAR)	0.1	$801k		7.7k	104.02	View chart
Raytheon Technologies Corp (RTX)	0.1	$772k		6.7k	115.72	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$768k	+16%	38k	20.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$755k	+14%	39k	19.48	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$749k		18k	41.40	View chart
Home Depot (HD)	0.1	$722k		1.9k	388.89	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$721k		35k	20.65	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$705k	-6%	5.1k	137.57	View chart
Abbvie (ABBV)	0.1	$686k		3.9k	177.70	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$685k		6.8k	100.06	View chart
Meta Platforms Cl A (META)	0.1	$668k	-29%	1.1k	585.69	View chart
Tesla Motors (TSLA)	0.1	$590k		1.5k	403.84	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$576k	-2%	12k	49.55	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$574k		11k	51.90	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$562k	+8%	12k	45.20	View chart
Nasdaq Omx (NDAQ)	0.1	$541k		7.0k	77.31	View chart
Etf Ser Solutions Vident Us Bond (VBND)	0.1	$506k		12k	42.96	View chart
JPMorgan Chase & Co. (JPM)	0.1	$505k	-10%	2.1k	239.69	View chart
Ecolab (ECL)	0.1	$488k		2.1k	234.32	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$482k		10k	46.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$462k	+50%	4.8k	96.90	View chart
Colgate-Palmolive Company (CL)	0.1	$446k		4.9k	90.91	View chart
Ford Motor Company (F)	0.1	$443k		45k	9.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$409k		694.00	588.68	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$381k	-20%	10k	38.18	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$352k		3.1k	113.61	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.0	$351k		9.4k	37.30	View chart
Chevron Corporation (CVX)	0.0	$346k	-14%	2.4k	144.81	View chart
Pepsi (PEP)	0.0	$343k	-16%	2.3k	152.06	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$340k	-17%	5.5k	61.34	View chart
Evercore Class A (EVR)	0.0	$339k		1.2k	277.19	View chart
Texas Roadhouse (TXRH)	0.0	$329k		1.8k	180.43	View chart
Eli Lilly & Co. (LLY)	0.0	$316k	-49%	410.00	771.17	View chart
Servicenow (NOW)	0.0	$312k		294.00	1060.12	View chart
ConocoPhillips (COP)	0.0	$301k	+4%	3.0k	99.16	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$260k	NEW	5.0k	51.70	View chart
Costco Wholesale Corporation (COST)	0.0	$257k	-26%	280.00	916.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$235k	NEW	1.2k	189.31	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$234k		7.4k	31.44	View chart
Unisys Corp Com New (UIS)	0.0	$233k	NEW	37k	6.33	View chart
Abbott Laboratories (ABT)	0.0	$228k		2.0k	113.11	View chart
Texas Pacific Land Corp (TPL)	0.0	$218k	NEW	197.00	1105.96	View chart
Wp Carey (WPC)	0.0	$210k		3.9k	54.48	View chart
Deere & Company (DE)	0.0	$210k		495.00	423.70	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$204k	-31%	1.2k	172.42	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.0	$201k		3.5k	57.32	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 Q4 filed Feb. 14, 2025
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

View all past filings

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