Insight Wealth Partners, LLC Top Holdings and 13F Report (2024) About Insight Wealth Partners, LLCInvestment ActivityInsight Wealth Partners, LLC has $506.33 million in total holdings as of September 30, 2024.Insight Wealth Partners, LLC owns shares of 99 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 5.78% of the portfolio was purchased this quarter.About 25.56% of the portfolio was sold this quarter.This quarter, Insight Wealth Partners, LLC has purchased 90 new stocks and bought additional shares in 57 stocks.Insight Wealth Partners, LLC sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $323,273,721Invesco BulletShares 2026 High Yield Corporate Bond ETF $13,273,561iShares iBoxx $ Investment Grade Corporate Bond ETF $12,039,944iShares MSCI EAFE ETF $9,032,040iShares MSCI Emerging Markets ETF $8,497,858 Largest New Holdings this Quarter J P MORGAN EXCHANGE TRADED F $6,172,620 HoldingVictoryShares Core Intermediate Bond ETF $5,966,854 HoldingiShares BBB Rated Corporate Bond ETF $2,216,204 HoldingXtrackers MSCI EAFE Hedged Equity ETF $768,672 HoldingCostco Wholesale $336,878 Holding Largest Purchases this Quarter J P MORGAN EXCHANGE TRADED F 112,948 shares (about $6.17M)VictoryShares Core Intermediate Bond ETF 124,491 shares (about $5.97M)iShares BBB Rated Corporate Bond ETF 25,039 shares (about $2.22M)iShares iBoxx $ Investment Grade Corporate Bond ETF 14,075 shares (about $1.59M)Principal Investment Grade Corporate Active ETF 64,275 shares (about $1.38M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 182,801 shares (about $104.88M)JPMorgan Ultra-Short Income ETF 419,986 shares (about $21.31M)NVIDIA 4,388 shares (about $532.88K)SPROTT PHYSICAL GOLD TR 10,552 shares (about $215.05K)Oracle 564 shares (about $96.11K) 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$323,273,721$104,883,942 ▼-24.5%563,43063.8%FinanceBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$13,273,561$29,225 ▼-0.2%565,9162.6%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$12,039,944$1,590,194 ▲15.2%106,5672.4%FinanceEFAiShares MSCI EAFE ETF$9,032,040$100,356 ▲1.1%108,0001.8%FinanceEEMiShares MSCI Emerging Markets ETF$8,497,858$45,860 ▲0.5%185,3001.7%FinanceJPSTJPMorgan Ultra-Short Income ETF$8,319,090$21,310,124 ▼-71.9%163,9551.6%ETFIAUiShares Gold Trust$8,137,083$266,839 ▲3.4%163,7241.6%FinanceFBNDFidelity Total Bond ETF$7,737,434$489,368 ▲6.8%165,5421.5%ETFJ P MORGAN EXCHANGE TRADED F$6,172,620$6,172,620 ▲New Holding112,9481.2%ACTIVE BOND ETFUITBVictoryShares Core Intermediate Bond ETF$5,966,854$5,966,854 ▲New Holding124,4911.2%ETFSPXLDirexion Daily S&P 500 Bull 3X$5,896,747$604,807 ▲11.4%35,9671.2%ETFTIPiShares TIPS Bond ETF$4,722,011$166,809 ▲3.7%42,7450.9%ETFGTOInvesco Total Return Bond ETF$4,286,487$236,284 ▲5.8%88,7470.8%ETFNVDANVIDIA$3,611,523$532,881 ▼-12.9%29,7390.7%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,331,009$221,227 ▲7.1%41,4820.7%ETFIGPrincipal Investment Grade Corporate Active ETF$3,237,525$1,375,487 ▲73.9%151,2860.6%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$3,163,487$103,500 ▲3.4%33,8050.6%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$2,986,994$24,786 ▼-0.8%134,8530.6%ManufacturingFALNiShares Fallen Angels USD Bond ETF$2,939,950$152,639 ▲5.5%107,5330.6%ManufacturingAAPLApple$2,634,586$549,192 ▲26.3%11,3070.5%Computer and TechnologyMUBiShares National Muni Bond ETF$2,628,288$54,641 ▲2.1%24,1950.5%ETFSPROTT PHYSICAL GOLD TR$2,600,508$215,050 ▼-7.6%127,6010.5%UNITSNPEXtrackers S&P 500 ESG ETF$2,424,629$120,987 ▲5.3%46,1130.5%ETFCMBSiShares CMBS ETF$2,291,676$117,285 ▲5.4%46,8360.5%ETFARKKARK Innovation ETF$2,290,946$28,518 ▼-1.2%48,2000.5%ETFPIMCO ETF TR$2,250,835$131,601 ▲6.2%23,7910.4%ACTIVE BD ETFLQDBiShares BBB Rated Corporate Bond ETF$2,216,204$2,216,204 ▲New Holding25,0390.4%ETFAMZNAmazon.com$2,070,313$228,441 ▲12.4%11,1110.4%Retail/WholesaleMSFTMicrosoft$2,024,413$1,052,867 ▲108.4%4,7050.4%Computer and TechnologyTXNTexas Instruments$1,933,082$13,840 ▲0.7%9,3580.4%Computer and TechnologySOXXiShares Semiconductor ETF$1,695,615$81,172 ▲5.0%7,3530.3%ETFFANGDiamondback Energy$1,644,524$517 ▲0.0%9,5390.3%Oils/EnergyAVUVAvantis U.S. Small Cap Value ETF$1,605,046$11,706 ▼-0.7%16,7280.3%ETFAVDVAvantis International Small Cap Value ETF$1,491,930$15,194 ▲1.0%21,1110.3%ETFTACKFairlead Tactical Sector ETF$1,472,096$22,590 ▲1.6%52,3290.3%ETFCOWZPacer US Cash Cows 100 ETF$1,304,397$440,370 ▲51.0%22,5560.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,294,541$544,341 ▲72.6%12,4260.3%ETFAVGOBroadcom$1,252,236$1,126,823 ▲898.5%7,2590.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,174,180$87,126 ▲8.0%14,7840.2%ETFXOMExxon Mobil$1,075,000$159,767 ▲17.5%9,1710.2%Oils/EnergySCHDSchwab US Dividend Equity ETF$1,054,005$137,277 ▲15.0%12,4690.2%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$951,292$81,465 ▲9.4%12,7400.2%ManufacturingWEAWestern Asset Premier Bond Fund$950,850$16,367 ▲1.8%84,2950.2%Financial ServicesCSCOCisco Systems$947,369$59,500 ▲6.7%17,8010.2%Computer and TechnologyMETAMeta Platforms$931,365$345,756 ▲59.0%1,6270.2%Computer and TechnologyACNAccenture$857,542$82,007 ▼-8.7%2,4260.2%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$848,034$418,626 ▲97.5%5,5060.2%ETFGLDSPDR Gold Shares$826,647$142,919 ▲20.9%3,4010.2%FinanceRTXRTX$808,016$13,812 ▼-1.7%6,6690.2%AerospaceBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$775,8610.0%33,5580.2%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$768,672$768,672 ▲New Holding18,2930.2%ETFABBVAbbVie$761,088$790 ▲0.1%3,8540.2%MedicalPCARPACCAR$759,863$10,263 ▲1.4%7,7000.2%Auto/Tires/TrucksHDHome Depot$742,062$1,621 ▲0.2%1,8310.1%Retail/WholesaleLLYEli Lilly and Company$715,815$1,772 ▼-0.2%8080.1%MedicalBSCQInvesco BulletShares 2026 Corporate Bond ETF$714,8980.0%36,5490.1%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$711,867$6,071 ▼-0.8%34,4730.1%ETFOPERClearShares Ultra-Short Maturity ETF$699,4070.0%6,9840.1%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$675,0460.0%32,8330.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$665,2150.0%33,7330.1%ETFBSJOInvesco BulletShares 2024 High Yield Corporate Bond ETF$659,9930.0%29,0490.1%ETFAVIVAvantis International Large Cap Value ETF$632,523$18,301 ▼-2.8%11,2670.1%ETFPULSPGIM Ultra Short Bond ETF$590,2910.0%11,8580.1%ETFIUSBiShares Core Total USD Bond Market ETF$540,649$100,600 ▲22.9%11,4740.1%ManufacturingVBNDVident U.S. Bond Strategy ETF$537,873$91,096 ▲20.4%11,9860.1%ETFECLEcolab$531,5970.0%2,0820.1%Basic MaterialsNDAQNasdaq$510,997$14,164 ▲2.9%6,9990.1%FinanceCLColgate-Palmolive$507,008$519 ▲0.1%4,8840.1%Consumer StaplesIXCiShares Global Energy ETF$505,466$58,169 ▲13.0%12,4870.1%ETFJPMJPMorgan Chase & Co.$498,079$82,451 ▲19.8%2,3620.1%FinanceIFRAiShares U.S. Infrastructure ETF$487,165$117,000 ▲31.6%10,3720.1%ETFFFord Motor$468,562$2,397 ▲0.5%44,3710.1%Auto/Tires/TrucksPEPPepsiCo$457,094$65,299 ▲16.7%2,6880.1%Consumer StaplesDGROiShares Core Dividend Growth ETF$423,7220.0%6,7590.1%ETFCVXChevron$411,893$129,444 ▲45.8%2,7970.1%Oils/EnergyIVViShares Core S&P 500 ETF$400,3130.0%6940.1%ETFTSLATesla$377,009$17,529 ▲4.9%1,4410.1%Auto/Tires/TrucksAOKiShares Core Conservative Allocation ETF$363,443$113,313 ▲45.3%9,4010.1%ETFCOSTCostco Wholesale$336,878$336,878 ▲New Holding3800.1%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$321,330$321,330 ▲New Holding3,1730.1%FinanceTXRHTexas Roadhouse$321,059$12,009 ▲3.9%1,8180.1%Retail/WholesaleEVREvercore$309,835$13,934 ▲4.7%1,2230.1%FinanceVRTVertiv$306,728$30,842 ▲11.2%3,0830.1%Computer and TechnologyCOPConocoPhillips$306,155$3,369 ▼-1.1%2,9080.1%Oils/EnergyBXBlackstone$264,762$264,762 ▲New Holding1,7290.1%FinanceNOWServiceNow$259,373$15,205 ▲6.2%2900.1%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$247,2310.0%7,4400.0%ETFVIDIVident International Equity Strategy ETF$238,958$216 ▲0.1%8,8590.0%FinanceWPCW. P. Carey$237,986$81,052 ▼-25.4%3,8200.0%FinanceABTAbbott Laboratories$228,932$63,390 ▼-21.7%2,0080.0%MedicalMSIMotorola Solutions$217,621$217,621 ▲New Holding4840.0%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$213,557$11,328 ▼-5.0%2,4320.0%ETFAXPAmerican Express$210,722$210,722 ▲New Holding7770.0%FinanceJPIEJPMorgan Income ETF$208,963$1,531 ▲0.7%4,5040.0%ETFAORiShares Core Growth Allocation ETF$207,458$207,458 ▲New Holding3,5020.0%ETFDEDeere & Company$206,578$206,578 ▲New Holding4950.0%Industrial ProductsORCLOracle$206,525$96,106 ▼-31.8%1,2120.0%Computer and TechnologyBPBP$205,291$3,641 ▼-1.7%6,5400.0%Oils/EnergyLRCXLam Research$201,572$201,572 ▲New Holding2470.0%Computer and TechnologySILA REALTY TRUST INC$0$993,237 ▼-100.0%00.0%COMMON STOCKShowing 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. 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