Insight Wealth Partners

Insight Wealth Partners as of June 30, 2025

Portfolio Holdings for Insight Wealth Partners

Insight Wealth Partners holds 107 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) 30.2 $78M 745k 104.08
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 7.8 $20M 116k 173.53
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 6.1 $16M 310k 50.68
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.6 $12M 107k 109.61
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.4 $8.8M 193k 45.75
Ishares Gold Tr Ishares New (IAU) 2.2 $5.6M 90k 62.36
Ishares Tr Tips Bd Etf (TIP) 2.0 $5.1M 47k 110.04
J P Morgan Exchange Traded F Active Bond Etf (JBND) 2.0 $5.1M 94k 53.59
Victory Portfolios Ii Core Intermediat (UITB) 1.9 $4.9M 104k 47.07
Invesco Actively Managed Exc Total Return (GTO) 1.9 $4.8M 103k 46.89
NVIDIA Corporation (NVDA) 1.7 $4.5M 28k 157.99
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.6 $4.2M 53k 80.65
Principal Exchange Traded Prnc Invt Grad (IG) 1.5 $3.8M 184k 20.81
Ishares Tr Faln Angls Usd (FALN) 1.4 $3.6M 134k 27.14
Ishares Tr Jpmorgan Usd Emg (EMB) 1.3 $3.4M 37k 92.62
Dbx Etf Tr Xtrackrs S&p 500 (SNPE) 1.1 $2.8M 50k 55.30
Ishares Tr National Mun Etf (MUB) 1.1 $2.8M 27k 104.48
Ishares Tr Cmbs Etf (CMBS) 1.0 $2.6M 54k 48.72
Pimco Etf Tr Active Bd Etf (BOND) 0.9 $2.4M 26k 92.18
Amazon (AMZN) 0.9 $2.3M 11k 219.39
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.9 $2.3M 105k 21.50
Ishares Tr Bbb Rated Corp (LQDB) 0.9 $2.2M 26k 86.80
Uscf Etf Tr Midstream Energy (UMI) 0.8 $2.1M 42k 51.02
Broadcom (AVGO) 0.8 $2.1M 7.5k 275.64
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $2.1M 26k 79.50
Apple (AAPL) 0.8 $2.1M 10k 205.16
Ishares Tr Ishares Semicdtr (SOXX) 0.7 $1.9M 8.0k 238.71
Sprott Physical Gold Tr Unit (PHYS) 0.7 $1.9M 74k 25.35
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.7 $1.7M 21k 79.28
Capitol Ser Tr Fairlead Tactica (TACK) 0.6 $1.6M 58k 28.23
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $1.6M 17k 91.10
Spdr Gold Tr Gold Shs (GLD) 0.6 $1.4M 4.6k 304.83
Diamondback Energy (FANG) 0.5 $1.3M 9.5k 137.40
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.5 $1.3M 23k 55.10
Microsoft Corporation (MSFT) 0.5 $1.2M 2.5k 497.46
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $1.2M 41k 29.21
Cisco Systems (CSCO) 0.5 $1.2M 17k 69.38
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.5 $1.2M 14k 81.40
Etf Ser Solutions Clearshs Ultra (OPER) 0.4 $1.1M 11k 100.17
Texas Instruments Incorporated (TXN) 0.4 $1.0M 4.9k 207.62
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.4 $1.0M 21k 49.76
Exxon Mobil Corporation (XOM) 0.4 $1.0M 9.4k 107.81
Western Asset Premier Bd Shs Ben Int (WEA) 0.4 $993k 92k 10.85
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $951k 36k 26.50
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.4 $939k 46k 20.49
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.4 $921k 47k 19.52
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.4 $918k 47k 19.65
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.3 $881k 20k 43.75
Meta Platforms Cl A (META) 0.3 $836k 1.1k 738.11
Ishares Tr Short Treas Bd (SHV) 0.3 $834k 7.6k 110.42
Raytheon Technologies Corp (RTX) 0.3 $829k 5.7k 146.02
Home Depot (HD) 0.3 $746k 2.0k 366.60
Paccar (PCAR) 0.3 $739k 7.8k 95.06
Accenture Plc Ireland Shs Class A (ACN) 0.3 $732k 2.5k 298.89
American Centy Etf Tr International Lr (AVIV) 0.3 $729k 12k 62.23
Tesla Motors (TSLA) 0.3 $711k 2.2k 317.66
JPMorgan Chase & Co. (JPM) 0.3 $683k 2.4k 289.91
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $650k 4.8k 134.79
Nasdaq Omx (NDAQ) 0.2 $626k 7.0k 89.42
Ea Series Trust Tbg Dividend Foc (TBG) 0.2 $624k 19k 32.18
Ishares Tr Us Infrastruc (IFRA) 0.2 $616k 13k 49.19
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.2 $616k 19k 32.08
Abbvie (ABBV) 0.2 $596k 3.2k 185.62
Ishares Tr Core Total Usd (IUSB) 0.2 $583k 13k 46.23
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.2 $574k 25k 23.33
Vertiv Holdings Com Cl A (VRT) 0.2 $552k 4.3k 128.41
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $526k 28k 18.70
Ford Motor Company (F) 0.2 $507k 47k 10.85
Ecolab (ECL) 0.2 $507k 1.9k 269.44
Etf Ser Solutions Vident Us Bond (VBND) 0.2 $491k 11k 43.61
Palantir Technologies Cl A (PLTR) 0.2 $440k 3.2k 136.32
Colgate-Palmolive Company (CL) 0.2 $433k 4.8k 90.90
Ishares Tr Core S&p500 Etf (IVV) 0.2 $431k 694.00 620.90
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $418k 4.2k 99.20
Chevron Corporation (CVX) 0.2 $399k 2.8k 143.21
Servicenow (NOW) 0.1 $369k 359.00 1028.08
Ishares Tr Core 30/70 Conse (AOK) 0.1 $367k 9.4k 39.07
Ishares Tr Core Div Grwth (DGRO) 0.1 $355k 5.5k 63.94
Texas Roadhouse (TXRH) 0.1 $348k 1.9k 187.41
Innovator Etfs Trust Equity Defined P (JAJL) 0.1 $342k 12k 28.17
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.1 $341k 11k 30.80
Evercore Class A (EVR) 0.1 $330k 1.2k 270.02
Kayne Anderson Bdc Com Shs (KBDC) 0.1 $329k 22k 15.26
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.1 $320k 14k 22.70
Eli Lilly & Co. (LLY) 0.1 $302k 388.00 779.07
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $300k 4.1k 73.62
Pepsi (PEP) 0.1 $298k 2.3k 132.04
Abbott Laboratories (ABT) 0.1 $280k 2.1k 136.01
Costco Wholesale Corporation (COST) 0.1 $279k 282.00 989.94
ConocoPhillips (COP) 0.1 $266k 3.0k 89.73
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $265k 5.0k 52.76
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $261k 6.1k 43.14
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $261k 16k 16.78
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $255k 3.1k 82.86
Deere & Company (DE) 0.1 $252k 495.00 508.49
Wp Carey (WPC) 0.1 $241k 3.9k 62.38
Coca-Cola Company (KO) 0.1 $239k 3.4k 70.75
Ishares Tr Top 20 U S Stock (TOPT) 0.1 $235k 8.6k 27.29
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $228k 7.4k 30.68
Texas Pacific Land Corp (TPL) 0.1 $220k 208.00 1056.39
Ishares Tr Core 60/40 Balan (AOR) 0.1 $216k 3.5k 61.57
Oracle Corporation (ORCL) 0.1 $216k 986.00 218.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $212k 437.00 485.77
Alphabet Cap Stk Cl A (GOOGL) 0.1 $212k 1.2k 176.25
Enterprise Products Partners (EPD) 0.1 $204k 6.6k 31.01
International Business Machines (IBM) 0.1 $203k 690.00 294.78
Unisys Corp Com New (UIS) 0.1 $167k 37k 4.53