Insight Wealth Partners, LLC Top Holdings and 13F Report (2025) About Insight Wealth Partners, LLCInvestment ActivityInsight Wealth Partners, LLC has $729.98 million in total holdings as of December 31, 2024.Insight Wealth Partners, LLC owns shares of 94 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 32.09% of the portfolio was purchased this quarter.About 1.72% of the portfolio was sold this quarter.This quarter, Insight Wealth Partners, LLC has purchased 99 new stocks and bought additional shares in 46 stocks.Insight Wealth Partners, LLC sold shares of 33 stocks and completely divested from 9 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $556,560,487Invesco BulletShares 2026 High Yield Corporate Bond ETF $13,162,269iShares iBoxx $ Investment Grade Corporate Bond ETF $12,061,669iShares Gold Trust $8,406,798Fidelity Total Bond ETF $8,273,812 Largest New Holdings this Quarter iShares 1-5 Year Investment Grade Corporate Bond ETF $260,361 HoldingAlphabet $234,744 HoldingUnisys $233,317 HoldingTexas Pacific Land $217,874 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 386,202 shares (about $226.35M)Schwab U.S. Large-Cap Growth ETF 32,011 shares (about $892.15K)Fidelity Total Bond ETF 18,853 shares (about $845.93K)iShares iBoxx $ Investment Grade Corporate Bond ETF 6,328 shares (about $676.08K)Schwab US Dividend Equity ETF 20,023 shares (about $547.03K) Largest Sales this Quarter iShares MSCI EAFE ETF 34,500 shares (about $2.61M)Direxion Daily S&P 500 Bull 3X 9,713 shares (about $1.64M)VictoryShares Core Intermediate Bond ETF 27,772 shares (about $1.28M)J P MORGAN EXCHANGE TRADED F 24,380 shares (about $1.27M)Microsoft 1,870 shares (about $788.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInsight Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$556,560,487$226,345,335 ▲68.5%949,63276.2%FinanceBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$13,162,269$9,426 ▼-0.1%565,5111.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$12,061,669$676,082 ▲5.9%112,8951.7%FinanceIAUiShares Gold Trust$8,406,798$300,823 ▲3.7%169,8001.2%FinanceFBNDFidelity Total Bond ETF$8,273,812$845,935 ▲11.4%184,3951.1%ETFJPSTJPMorgan Ultra-Short Income ETF$8,155,880$102,554 ▼-1.2%161,9191.1%ETFEEMiShares MSCI Emerging Markets ETF$7,770,156$20,910 ▲0.3%185,8001.1%FinanceEFAiShares MSCI EAFE ETF$5,557,335$2,608,545 ▼-31.9%73,5000.8%FinanceTIPiShares TIPS Bond ETF$4,915,301$360,781 ▲7.9%46,1310.7%ETFJ P MORGAN EXCHANGE TRADED F$4,627,652$1,273,848 ▼-21.6%88,5680.6%ACTIVE BOND ETFGTOInvesco Total Return Bond ETF$4,626,902$509,053 ▲12.4%99,7180.6%ETFUITBVictoryShares Core Intermediate Bond ETF$4,445,205$1,276,401 ▼-22.3%96,7190.6%ETFSPXLDirexion Daily S&P 500 Bull 3X$4,428,978$1,638,557 ▼-27.0%26,2540.6%ETFNVDANVIDIA$4,063,432$69,830 ▲1.7%30,2590.6%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,777,800$515,237 ▲15.8%48,0330.5%ETFFALNiShares Fallen Angels USD Bond ETF$3,291,025$418,814 ▲14.6%123,2130.5%ManufacturingEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$3,238,411$228,389 ▲7.6%36,3700.4%ETFIGPrincipal Investment Grade Corporate Active ETF$3,219,847$142,685 ▲4.6%158,3010.4%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$2,905,050$23,957 ▼-0.8%133,7500.4%ManufacturingMUBiShares National Muni Bond ETF$2,808,258$230,257 ▲8.9%26,3560.4%ETFARKKARK Innovation ETF$2,736,3140.0%48,2000.4%ETFSNPEXtrackers S&P 500 ESG ETF$2,478,740$22,320 ▲0.9%46,5320.3%ETFCMBSiShares CMBS ETF$2,443,090$232,415 ▲10.5%51,7600.3%ETFAAPLApple$2,436,900$394,672 ▼-13.9%9,7310.3%Computer and TechnologyPIMCO ETF TR$2,310,144$158,959 ▲7.4%25,5490.3%ACTIVE BD ETFAMZNAmazon.com$2,222,553$214,994 ▼-8.8%10,1310.3%Retail/WholesaleLQDBiShares BBB Rated Corporate Bond ETF$2,178,283$51,971 ▲2.4%25,6510.3%ETFSPROTT PHYSICAL GOLD TR$2,070,755$499,130 ▼-19.4%102,8180.3%UNITAVGOBroadcom$1,689,239$6,260 ▲0.4%7,2860.2%Computer and TechnologyTXNTexas Instruments$1,661,339$93,380 ▼-5.3%8,8600.2%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$1,611,261$3,475 ▼-0.2%16,6920.2%ETFSOXXiShares Semiconductor ETF$1,590,666$6,249 ▲0.4%7,3820.2%ETFFANGDiamondback Energy$1,562,283$491 ▼0.0%9,5360.2%Oils/EnergyTACKFairlead Tactical Sector ETF$1,417,899$13,292 ▼-0.9%51,8430.2%ETFAVDVAvantis International Small Cap Value ETF$1,373,938$65 ▲0.0%21,1120.2%ETFCOWZPacer US Cash Cows 100 ETF$1,261,941$12,030 ▼-0.9%22,3430.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,253,798$100,479 ▲8.7%16,0720.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,238,459$892,146 ▲257.6%44,4370.2%ETFMSFTMicrosoft$1,194,798$788,103 ▼-39.7%2,8350.2%Computer and TechnologyCSCOCisco Systems$1,025,897$27,943 ▼-2.7%17,3290.1%Computer and TechnologyXOMExxon Mobil$985,467$1,076 ▼-0.1%9,1610.1%Oils/EnergyAIRRFirst Trust RBA American Industrial Renaissance ETF$982,196$693 ▲0.1%12,7490.1%ManufacturingWEAWestern Asset Premier Bond Fund$955,988$48,131 ▲5.3%88,7640.1%Financial ServicesSCHDSchwab US Dividend Equity ETF$887,681$547,028 ▲160.6%32,4920.1%ETFACNAccenture$858,016$4,573 ▲0.5%2,4390.1%Computer and TechnologyGLDSPDR Gold Shares$826,390$2,906 ▲0.4%3,4130.1%FinanceBSCQInvesco BulletShares 2026 Corporate Bond ETF$807,861$97,714 ▲13.8%41,5780.1%ETFBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$805,051$30,868 ▲4.0%34,8960.1%ETFPCARPACCAR$800,9820.0%7,7000.1%Auto/Tires/TrucksRTXRTX$771,7370.0%6,6690.1%AerospaceBSCSInvesco BulletShares 2028 Corporate Bond ETF$767,939$107,011 ▲16.2%38,1490.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$754,733$97,614 ▲14.9%38,7440.1%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$748,565$8,777 ▼-1.2%18,0810.1%ETFHDHome Depot$722,167$10,111 ▲1.4%1,8570.1%Retail/WholesaleBSCPInvesco BulletShares 2025 Corporate Bond ETF$720,809$8,941 ▲1.3%34,9060.1%ETFXLVHealth Care Select Sector SPDR Fund$705,189$52,277 ▼-6.9%5,1260.1%ETFABBVAbbVie$685,744$888 ▲0.1%3,8590.1%MedicalOPERClearShares Ultra-Short Maturity ETF$684,945$13,909 ▼-2.0%6,8450.1%ETFMETAMeta Platforms$668,273$284,646 ▼-29.9%1,1410.1%Computer and TechnologyTSLATesla$589,606$7,673 ▲1.3%1,4600.1%Auto/Tires/TrucksPULSPGIM Ultra Short Bond ETF$575,523$12,041 ▼-2.0%11,6150.1%ETFAVIVAvantis International Large Cap Value ETF$574,383$10,380 ▼-1.8%11,0670.1%ETFIUSBiShares Core Total USD Bond Market ETF$562,167$43,529 ▲8.4%12,4370.1%ManufacturingNDAQNasdaq$541,0930.0%6,9990.1%FinanceVBNDVident U.S. Bond Strategy ETF$506,040$8,849 ▼-1.7%11,7800.1%ETFJPMJPMorgan Chase & Co.$504,540$61,599 ▼-10.9%2,1050.1%FinanceECLEcolab$487,8540.0%2,0820.1%Basic MaterialsIFRAiShares U.S. Infrastructure ETF$482,009$1,898 ▲0.4%10,4130.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$461,825$154,362 ▲50.2%4,7660.1%FinanceCLColgate-Palmolive$446,368$2,364 ▲0.5%4,9100.1%Consumer StaplesFFord Motor$443,233$3,960 ▲0.9%44,7710.1%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$408,5440.0%6940.1%ETFIXCiShares Global Energy ETF$381,056$95,674 ▼-20.1%9,9810.1%ETFVRTVertiv$351,623$1,363 ▲0.4%3,0950.0%Computer and TechnologyAOKiShares Core 30/70 Conservative Allocation ETF$350,6570.0%9,4010.0%ETFCVXChevron$345,519$59,517 ▼-14.7%2,3860.0%Oils/EnergyPEPPepsiCo$342,591$66,146 ▼-16.2%2,2530.0%Consumer StaplesDGROiShares Core Dividend Growth ETF$340,130$74,467 ▼-18.0%5,5450.0%ETFEVREvercore$339,0030.0%1,2230.0%FinanceTXRHTexas Roadhouse$328,743$722 ▲0.2%1,8220.0%Retail/WholesaleLLYEli Lilly and Company$316,179$306,925 ▼-49.3%4100.0%MedicalNOWServiceNow$311,675$4,240 ▲1.4%2940.0%Computer and TechnologyCOPConocoPhillips$301,354$12,990 ▲4.5%3,0390.0%Oils/EnergyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$260,361$260,361 ▲New Holding5,0360.0%ManufacturingCOSTCostco Wholesale$256,557$91,628 ▼-26.3%2800.0%Retail/WholesaleGOOGLAlphabet$234,744$234,744 ▲New Holding1,2400.0%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$233,9140.0%7,4400.0%ETFUISUnisys$233,317$233,317 ▲New Holding36,8590.0%Computer and TechnologyABTAbbott Laboratories$228,143$1,018 ▲0.4%2,0170.0%MedicalTPLTexas Pacific Land$217,874$217,874 ▲New Holding1970.0%Oils/EnergyWPCW. P. Carey$210,075$1,961 ▲0.9%3,8560.0%FinanceDEDeere & Company$209,7320.0%4950.0%Industrial ProductsBXBlackstone$203,974$94,142 ▼-31.6%1,1830.0%FinanceAORiShares Core 60/40 Balanced Allocation ETF$200,7350.0%3,5020.0%ETFBSJOInvesco BulletShares 2024 High Yield Corporate Bond ETF$0$659,993 ▼-100.0%00.0%ETFVIDIVident International Equity Strategy ETF$0$238,958 ▼-100.0%00.0%FinanceMSIMotorola Solutions$0$217,621 ▼-100.0%00.0%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$0$213,557 ▼-100.0%00.0%ETFAXPAmerican Express$0$210,722 ▼-100.0%00.0%FinanceJPIEJPMorgan Income ETF$0$208,963 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
