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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, JPST, BSJQ, LQD, EFA, and represent 80.76% of Insight Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: JPST (+$9.1M), EFA (+$5.7M), NVDA, EEM, Sila Realty Trust, LLY, COWZ, TSLA, SOXX, AMZN.
Started 6 new stock positions in EVR, NOW, Sila Realty Trust, TSLA, VRT, JPIE.
Reduced shares in these 10 stocks: SPY (-$27M), TPL (-$14M), PHYS, HOMB, MUB, BSJQ, MDT, OPER, TIP, WPC.
Sold out of its positions in HOMB, TPL, MDT.
Insight Wealth Partners was a net seller of stock by $-18M.
Insight Wealth Partners has $578M in assets under management (AUM), dropping by -0.45%.
Central Index Key (CIK): 0001627003

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Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 90 positions in its portfolio as reported in the June 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)	70.2	$406M	-6%	746k	544.22	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	5.1	$30M	+44%	584k	50.47	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	2.3	$13M		567k	23.07	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.7	$9.9M		93k	107.12	View chart
Ishares Tr Msci Eafe Etf Call Option (EFA)	1.4	$8.4M	+211%	107k	78.33	View chart
Ishares Tr Msci Emg Mkt Etf Call Option (EEM)	1.4	$7.8M	+27%	184k	42.59	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.2	$7.0M	+2%	155k	44.93	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$7.0M		158k	43.93	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.8	$4.7M		32k	146.07	View chart
Ishares Tr Tips Bd Etf (TIP)	0.8	$4.4M	-3%	41k	106.78	View chart
NVIDIA Corporation (NVDA)	0.7	$4.2M	+1018%	34k	123.54	View chart
Powershares Actively Managed Total Return (GTO)	0.7	$3.9M		84k	46.36	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$3.0M		39k	77.14	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.5	$3.0M		136k	21.77	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.5	$2.9M	-3%	33k	88.48	View chart
Ishares Tr Faln Angls Usd (FALN)	0.5	$2.7M		102k	26.19	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.5M	-9%	24k	106.55	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.4	$2.5M	-13%	138k	18.06	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	0.4	$2.2M	+9%	44k	50.06	View chart
Ark Etf Tr Innovation Etf Call Option (ARKK)	0.4	$2.1M		49k	43.95	View chart
Ishares Tr Cmbs Etf (CMBS)	0.4	$2.1M		44k	46.95	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$2.0M		22k	91.08	View chart
Amazon (AMZN)	0.3	$1.9M	+14%	9.9k	193.25	View chart
Diamondback Energy (FANG)	0.3	$1.9M		9.5k	200.19	View chart
Apple (AAPL)	0.3	$1.9M	-4%	9.0k	210.62	View chart
Texas Instruments Incorporated (TXN)	0.3	$1.8M	-3%	9.3k	194.53	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	0.3	$1.8M	+5%	87k	20.46	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$1.7M	+17%	7.0k	246.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$1.5M	+8%	17k	89.72	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$1.4M	+7%	21k	64.95	View chart
Capitol Ser Tr Fairlead Tactica (TACK)	0.2	$1.3M	+7%	52k	25.96	View chart
Broadcom (AVGO)	0.2	$1.2M	+13%	727.00	1606.09	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.1M	-12%	14k	77.28	View chart
Microsoft Corporation (MSFT)	0.2	$1.0M	+9%	2.3k	446.85	View chart
Sila Realty Trust Common Stock	0.2	$993k	NEW	47k	21.17	View chart
Exxon Mobil Corporation (XOM)	0.2	$899k	+4%	7.8k	115.11	View chart
Western Asset Premier Bd Shs Ben Int (WEA)	0.2	$869k	-2%	83k	10.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$843k	+14%	11k	77.76	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$814k	+52%	15k	54.49	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$807k	-14%	2.7k	303.41	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.1	$796k	+32%	12k	68.31	View chart
Cisco Systems (CSCO)	0.1	$793k		17k	47.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$790k	+14%	11k	72.05	View chart
Paccar (PCAR)	0.1	$782k		7.6k	102.94	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.1	$769k		34k	22.91	View chart
Eli Lilly & Co. (LLY)	0.1	$734k	+184%	810.00	905.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$726k	+39%	7.2k	100.84	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.1	$711k		35k	20.45	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$701k		37k	19.18	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$699k	-23%	7.0k	100.14	View chart
Raytheon Technologies Corp (RTX)	0.1	$681k	+2%	6.8k	100.39	View chart
Abbvie (ABBV)	0.1	$660k		3.9k	171.52	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)	0.1	$660k	-13%	29k	22.72	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$655k		33k	19.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$648k		34k	19.22	View chart
Home Depot (HD)	0.1	$629k	+30%	1.8k	344.22	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$608k	+7%	12k	52.44	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$605k	+48%	2.8k	215.01	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$589k	-22%	12k	49.70	View chart
Ford Motor Company (F)	0.1	$554k		44k	12.54	View chart
Meta Platforms Cl A (META)	0.1	$516k	+38%	1.0k	504.22	View chart
Ecolab (ECL)	0.1	$496k		2.1k	238.00	View chart
Colgate-Palmolive Company (CL)	0.1	$474k		4.9k	97.04	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$459k	+10%	11k	41.51	View chart
Etf Ser Solutions Vident Us Bond (VBND)	0.1	$431k	+78%	10k	43.24	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$422k	-3%	9.3k	45.22	View chart
Nasdaq Omx (NDAQ)	0.1	$410k	+8%	6.8k	60.26	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$406k	+37%	2.8k	145.75	View chart
JPMorgan Chase & Co. (JPM)	0.1	$399k	+3%	2.0k	202.31	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$389k		6.8k	57.61	View chart
Pepsi (PEP)	0.1	$380k	+5%	2.3k	164.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$380k		694.00	547.23	View chart
ConocoPhillips (COP)	0.1	$336k	+2%	2.9k	114.39	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$332k	+12%	7.9k	42.12	View chart
Texas Roadhouse (TXRH)	0.1	$301k	+33%	1.8k	171.71	View chart
Chevron Corporation (CVX)	0.1	$300k	+7%	1.9k	156.42	View chart
Wp Carey (WPC)	0.0	$282k	-37%	5.1k	55.05	View chart
Tesla Motors (TSLA)	0.0	$272k	NEW	1.4k	197.88	View chart
Abbott Laboratories (ABT)	0.0	$266k	-7%	2.6k	103.91	View chart
Oracle Corporation (ORCL)	0.0	$251k	+8%	1.8k	141.20	View chart
Evercore Class A (EVR)	0.0	$243k	NEW	1.2k	208.43	View chart
BP Sponsored Adr (BP)	0.0	$240k	+8%	6.7k	36.10	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$240k	NEW	2.8k	86.57	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.0	$239k		6.5k	36.93	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$235k	-28%	7.4k	31.55	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$234k	+12%	2.6k	91.16	View chart
Etf Ser Solutions Vident Internati (VIDI)	0.0	$223k	+2%	8.9k	25.15	View chart
Servicenow (NOW)	0.0	$215k	NEW	273.00	786.67	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$203k	NEW	4.5k	45.46	View chart
Qorvo (QRVO)	0.0	$203k		1.8k	116.04	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 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
Insight Wealth Partners 2020 Q2 filed July 20, 2020

View all past filings

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