Insight Wealth Partners

Insight Wealth Partners as of Dec. 31, 2024

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