Insight Wealth Partners

Insight Wealth Partners as of Sept. 30, 2024

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