Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- Latest filing
- Aug 6, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 10, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 84
- +11 vs. Q4 2023
- Portfolio value
- $153.9M
- +$21.4M (+16.2%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 404,533 | $20.4M | 13.3% | +66,995+19.8% | Added | – |
| TPLTexas Pacific Land Corp | Stock | 24,585 | $14.2M | 9.2% | 00.0% | UnchangedConverted for a 3-for-1 split | History |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 577,591 | $13.4M | 8.7% | −2,169−0.4% | Reduced | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 92,765 | $10.1M | 6.6% | +7,264+8.5% | Added | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 151,197 | $6.85M | 4.5% | +26,697+21.4% | Added | – |
| IAUiShares Gold Trust | ETF | 156,509 | $6.57M | 4.3% | +777+0.5% | Added | History |
| iShares Tips Bond ETF464287176 | ETF | 42,953 | $4.61M | 3.0% | +7,290+20.4% | Added | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 32,467 | $4.35M | 2.8% | +2,177+7.2% | Added | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 84,494 | $3.96M | 2.6% | +15,632+22.7% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 34,032 | $3.05M | 2.0% | +1,912+6.0% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 137,870 | $3.05M | 2.0% | −31,047−18.4% | Reduced | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 38,698 | $3.01M | 2.0% | +5,329+16.0% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 26,125 | $2.81M | 1.8% | +5,176+24.7% | Added | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 159,627 | $2.76M | 1.8% | −1,649−1.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 3,051 | $2.76M | 1.8% | +522+20.6% | Added | History |
| iShares Tr46435G474 | FALN ANGLS USD | 101,468 | $2.73M | 1.8% | +9,657+10.5% | Added | – |
| iShares Tr46429B366 | CMBS ETF | 44,857 | $2.11M | 1.4% | +8,020+21.8% | Added | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 22,799 | $2.09M | 1.4% | +4,080+21.8% | Added | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 39,891 | $1.91M | 1.2% | +5,465+15.9% | Added | – |
| FANGDiamondback Energy, Inc. | Stock | 9,536 | $1.89M | 1.2% | 00.0% | Unchanged | History |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 82,176 | $1.70M | 1.1% | +16,292+24.7% | Added | – |
| TXNTexas Instruments Inc | Stock | 9,615 | $1.68M | 1.1% | +304+3.3% | Added | History |
| AAPLApple Inc. | Stock | 9,386 | $1.61M | 1.0% | +1,492+18.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 8,601 | $1.55M | 1.0% | +797+10.2% | Added | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 15,597 | $1.46M | 0.9% | +2,796+21.8% | Added | – |
| iShares Semiconductor ETF464287523 | ETF | 5,937 | $1.34M | 0.9% | +978+19.7% | AddedConverted for a 3-for-1 split | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 19,524 | $1.29M | 0.8% | +3,673+23.2% | Added | – |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 47,974 | $1.27M | 0.8% | +5,903+14.0% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 15,721 | $1.22M | 0.8% | +5,210+49.6% | Added | – |
| ACNAccenture plc | Stock | 3,108 | $1.08M | 0.7% | −818−20.8% | Reduced | History |
| PCARPaccar Inc | COM | 7,586 | $939.8K | 0.6% | +11+0.1% | Added | History |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 9,086 | $909.9K | 0.6% | −3,336−26.9% | Reduced | – |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 84,794 | $902.2K | 0.6% | −2,145−2.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 2,061 | $867.3K | 0.6% | +85+4.3% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 7,442 | $865.1K | 0.6% | +30.0% | Added | History |
| AVGOBroadcom Inc. | Stock | 642 | $850.9K | 0.6% | +175+37.5% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 16,683 | $832.6K | 0.5% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 9,474 | $763.9K | 0.5% | +3,092+48.4% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 33,508 | $761.6K | 0.5% | −935−2.7% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 33,122 | $760.1K | 0.5% | −934−2.7% | Reduced | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 15,214 | $756.1K | 0.5% | −4,555−23.0% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 3,850 | $701.1K | 0.5% | −900−18.9% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 34,230 | $699.3K | 0.5% | −1,029−2.9% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 9,547 | $693.4K | 0.5% | +9,547 | New | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 35,902 | $689.7K | 0.4% | −1,424−3.8% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 33,078 | $663.9K | 0.4% | −1,357−3.9% | Reduced | – |
| RTXRTX Corp | Stock | 6,607 | $644.4K | 0.4% | −7−0.1% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 33,238 | $641.2K | 0.4% | −1,412−4.1% | Reduced | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 8,775 | $590.8K | 0.4% | +3,160+56.3% | Added | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 10,804 | $584.3K | 0.4% | +2,176+25.2% | Added | – |
| FFord Motor Co | Stock | 43,301 | $575.0K | 0.4% | +1,072+2.5% | Added | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 9,799 | $569.4K | 0.4% | +9,799 | New | – |
| HDHome Depot, Inc. | Stock | 1,396 | $535.6K | 0.3% | +321+29.9% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 975 | $510.0K | 0.3% | −164−14.4% | Reduced | History |
| ECLEcolab Inc. | Stock | 2,082 | $480.7K | 0.3% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 5,179 | $480.2K | 0.3% | +5,179 | New | – |
| WPCW. P. Carey Inc. | COM | 8,177 | $461.5K | 0.3% | −335−3.9% | Reduced | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 9,649 | $439.9K | 0.3% | +3,003+45.2% | Added | – |
| CLColgate Palmolive Co | Stock | 4,879 | $439.4K | 0.3% | +125+2.6% | Added | History |
| iShares Tr464287341 | GLOBAL ENERG ETF | 10,040 | $431.2K | 0.3% | +941+10.3% | Added | – |
| NDAQNasdaq, Inc. | COM | 6,278 | $396.1K | 0.3% | +2,595+70.5% | Added | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,759 | $392.4K | 0.3% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 1,897 | $390.3K | 0.3% | +801+73.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 1,913 | $383.3K | 0.2% | +293+18.1% | Added | History |
| PEPPepsiCo Inc | Stock | 2,177 | $381.0K | 0.2% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 2,869 | $365.2K | 0.2% | +26+0.9% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 694 | $364.9K | 0.2% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 737 | $357.9K | 0.2% | +737 | New | History |
| iShares Tr464288687 | PFD AND INCM SEC | 10,386 | $334.7K | 0.2% | 00.0% | Unchanged | – |
| ABTAbbott Laboratories | Stock | 2,780 | $316.0K | 0.2% | −598−17.7% | Reduced | History |
| iShares Tr46435U713 | US INFRASTRUC | 6,982 | $302.8K | 0.2% | +1,741+33.2% | Added | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,030 | $299.9K | 0.2% | +2,030 | New | – |
| CVXChevron Corp | Stock | 1,776 | $280.1K | 0.2% | 00.0% | Unchanged | History |
| HOMBHome Bancshares Inc | COM | 11,277 | $277.1K | 0.2% | +86+0.8% | Added | History |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 5,587 | $244.7K | 0.2% | +5,587 | New | – |
| iShares Tr464289883 | CORE 30 70 ETF | 6,470 | $238.3K | 0.2% | 00.0% | Unchanged | – |
| MDTMedtronic plc | Stock | 2,732 | $238.1K | 0.2% | −12−0.4% | Reduced | History |
| BPBP PLC | ADR | 6,158 | $232.0K | 0.2% | +45+0.7% | Added | History |
| LLYEli Lilly & Co | Stock | 285 | $221.7K | 0.1% | +285 | New | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,285 | $215.8K | 0.1% | +2,285 | New | – |
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 8,599 | $215.1K | 0.1% | +8,599 | New | – |
| ORCLOracle Corp | Stock | 1,641 | $206.1K | 0.1% | +1,641 | New | History |
| TXRHTexas Roadhouse, Inc. | COM | 1,306 | $201.7K | 0.1% | +1,306 | New | History |
| QRVOQorvo, Inc. | Stock | 1,750 | $201.0K | 0.1% | −200−10.3% | Reduced | History |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | – | $415.7M |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $5.93M |
| iShares MSCI Eafe ETF464287465 | ETF | – | $2.74M |
| ARK Innovation ETF00214Q104 | ETF | – | $2.46M |