Insight Wealth Partners

Insight Wealth Partners as of June 30, 2024

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