Insight Wealth Partners, LLC
- SEC CIK
- 0001627003
- Latest filing
- Aug 6, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 91
- −5 vs. Q3 2024
- Portfolio value
- $158.0M
- −$5.87M (−3.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 565,511 | $13.2M | 8.3% | −405−0.1% | Reduced | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 112,895 | $12.1M | 7.6% | +6,328+5.9% | Added | – |
| IAUiShares Gold Trust | ETF | 169,800 | $8.41M | 5.3% | +6,076+3.7% | Added | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 184,395 | $8.27M | 5.2% | +18,853+11.4% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 161,919 | $8.16M | 5.2% | −2,036−1.2% | Reduced | – |
| iShares Tips Bond ETF464287176 | ETF | 46,131 | $4.92M | 3.1% | +3,386+7.9% | Added | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 88,568 | $4.63M | 2.9% | −24,380−21.6% | Reduced | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 99,718 | $4.63M | 2.9% | +10,971+12.4% | Added | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 96,719 | $4.45M | 2.8% | −27,772−22.3% | Reduced | – |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 26,254 | $4.43M | 2.8% | −9,713−27.0% | Reduced | – |
| NVDANVIDIA Corp | Stock | 30,259 | $4.06M | 2.6% | +520+1.7% | Added | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 48,033 | $3.78M | 2.4% | +6,551+15.8% | Added | – |
| iShares Tr46435G474 | FALN ANGLS USD | 123,213 | $3.29M | 2.1% | +15,680+14.6% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 36,370 | $3.24M | 2.1% | +2,565+7.6% | Added | – |
| Principal Exchange Traded FD74255Y821 | PRNC INVT GRAD | 158,301 | $3.22M | 2.0% | +7,015+4.6% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 133,750 | $2.91M | 1.8% | −1,103−0.8% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 26,356 | $2.81M | 1.8% | +2,161+8.9% | Added | – |
| DBX ETF Tr233051143 | XTRACKRS S&P 500 | 46,532 | $2.48M | 1.6% | +419+0.9% | Added | – |
| iShares Tr46429B366 | CMBS ETF | 51,760 | $2.44M | 1.5% | +4,924+10.5% | Added | – |
| AAPLApple Inc. | Stock | 9,731 | $2.44M | 1.5% | −1,576−13.9% | Reduced | History |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 25,549 | $2.31M | 1.5% | +1,758+7.4% | Added | – |
| AMZNAmazon Com Inc | Stock | 10,131 | $2.22M | 1.4% | −980−8.8% | Reduced | History |
| iShares Tr46436E494 | BBB RATED CORP | 25,651 | $2.18M | 1.4% | +612+2.4% | Added | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 102,818 | $2.07M | 1.3% | −24,783−19.4% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 7,286 | $1.69M | 1.1% | +27+0.4% | Added | History |
| TXNTexas Instruments Inc | Stock | 8,860 | $1.66M | 1.1% | −498−5.3% | Reduced | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 16,692 | $1.61M | 1.0% | −36−0.2% | Reduced | – |
| iShares Semiconductor ETF464287523 | ETF | 7,382 | $1.59M | 1.0% | +29+0.4% | Added | – |
| FANGDiamondback Energy, Inc. | Stock | 9,536 | $1.56M | 1.0% | −30.0% | Reduced | History |
| Capitol Ser Tr14064D550 | FAIRLEAD TACTICA | 51,843 | $1.42M | 0.9% | −486−0.9% | Reduced | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 21,112 | $1.37M | 0.9% | +10.0% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 22,343 | $1.26M | 0.8% | −213−0.9% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,072 | $1.25M | 0.8% | +1,288+8.7% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 44,437 | $1.24M | 0.8% | −5,267−10.6% | ReducedConverted for a 4-for-1 split | – |
| MSFTMicrosoft Corp | Stock | 2,835 | $1.19M | 0.8% | −1,870−39.7% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 17,329 | $1.03M | 0.6% | −472−2.7% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 9,161 | $985.5K | 0.6% | −10−0.1% | Reduced | History |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 12,749 | $982.2K | 0.6% | +9+0.1% | Added | – |
| WEAWestern Asset Premier Bond Fund | SHS BEN INT | 88,764 | $956.0K | 0.6% | +4,469+5.3% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 32,492 | $887.7K | 0.6% | −4,915−13.1% | ReducedConverted for a 3-for-1 split | – |
| ACNAccenture plc | Stock | 2,439 | $858.0K | 0.5% | +13+0.5% | Added | History |
| GLDSPDR Gold Trust | ETF | 3,413 | $826.4K | 0.5% | +12+0.4% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 41,578 | $807.9K | 0.5% | +5,029+13.8% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 34,896 | $805.1K | 0.5% | +1,338+4.0% | Added | – |
| PCARPaccar Inc | COM | 7,700 | $801.0K | 0.5% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 6,669 | $771.7K | 0.5% | 00.0% | Unchanged | History |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 38,149 | $767.9K | 0.5% | +5,316+16.2% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 38,744 | $754.7K | 0.5% | +5,011+14.9% | Added | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 18,081 | $748.6K | 0.5% | −212−1.2% | Reduced | – |
| HDHome Depot, Inc. | Stock | 1,857 | $722.2K | 0.5% | +26+1.4% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 34,906 | $720.8K | 0.5% | +433+1.3% | Added | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,126 | $705.2K | 0.4% | −380−6.9% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 3,859 | $685.7K | 0.4% | +5+0.1% | Added | History |
| ETF Ser Solutions26922A453 | CLEARSHS ULTRA | 6,845 | $684.9K | 0.4% | −139−2.0% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 1,141 | $668.3K | 0.4% | −486−29.9% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,032 | $605.0K | 0.4% | +2+0.2% | Added | History |
| TSLATesla, Inc. | Stock | 1,460 | $589.6K | 0.4% | +19+1.3% | Added | History |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 11,615 | $575.5K | 0.4% | −243−2.0% | Reduced | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 11,067 | $574.4K | 0.4% | −200−1.8% | Reduced | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 12,437 | $562.2K | 0.4% | +963+8.4% | Added | – |
| NDAQNasdaq, Inc. | COM | 6,999 | $541.1K | 0.3% | 00.0% | Unchanged | History |
| ETF Ser Solutions26922A602 | VIDENT CORE US | 11,780 | $506.0K | 0.3% | −206−1.7% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 2,105 | $504.5K | 0.3% | −257−10.9% | Reduced | History |
| ECLEcolab Inc. | Stock | 2,082 | $487.9K | 0.3% | 00.0% | Unchanged | History |
| iShares Tr46435U713 | US INFRASTRUC | 10,413 | $482.0K | 0.3% | +41+0.4% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,766 | $461.8K | 0.3% | +1,593+50.2% | Added | – |
| CLColgate Palmolive Co | Stock | 4,910 | $446.4K | 0.3% | +26+0.5% | Added | History |
| FFord Motor Co | Stock | 44,771 | $443.2K | 0.3% | +400+0.9% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 694 | $408.5K | 0.3% | 00.0% | Unchanged | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 9,981 | $381.1K | 0.2% | −2,506−20.1% | Reduced | – |
| VRTVertiv Holdings Co | COM CL A | 3,095 | $351.6K | 0.2% | +12+0.4% | Added | History |
| iShares Tr464289883 | CORE 30 70 ETF | 9,401 | $350.7K | 0.2% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 2,386 | $345.5K | 0.2% | −411−14.7% | Reduced | History |
| PEPPepsiCo Inc | Stock | 2,253 | $342.6K | 0.2% | −435−16.2% | Reduced | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 5,545 | $340.1K | 0.2% | −1,214−18.0% | Reduced | – |
| EVREvercore Inc. | CLASS A | 1,223 | $339.0K | 0.2% | 00.0% | Unchanged | History |
| TXRHTexas Roadhouse, Inc. | COM | 1,822 | $328.7K | 0.2% | +4+0.2% | Added | History |
| LLYEli Lilly & Co | Stock | 410 | $316.2K | 0.2% | −398−49.3% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 294 | $311.7K | 0.2% | +4+1.4% | Added | History |
| COPConocoPhillips | Stock | 3,039 | $301.4K | 0.2% | +131+4.5% | Added | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,036 | $260.4K | 0.2% | +5,036 | New | – |
| COSTCostco Wholesale Corp | Stock | 280 | $256.6K | 0.2% | −100−26.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 1,240 | $234.7K | 0.1% | +1,240 | New | History |
| iShares Tr464288687 | PFD AND INCM SEC | 7,440 | $233.9K | 0.1% | 00.0% | Unchanged | – |
| UISUnisys Corp | COM NEW | 36,859 | $233.3K | 0.1% | +36,859 | New | History |
| ABTAbbott Laboratories | Stock | 2,017 | $228.1K | 0.1% | +9+0.4% | Added | History |
| TPLTexas Pacific Land Corp | Stock | 197 | $217.9K | 0.1% | +197 | New | History |
| WPCW. P. Carey Inc. | COM | 3,856 | $210.1K | 0.1% | +36+0.9% | Added | History |
| DEDeere & Co | Stock | 495 | $209.7K | 0.1% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,183 | $204.0K | 0.1% | −546−31.6% | Reduced | History |
| iShares Tr464289867 | CORE 60 BALA ETF | 3,502 | $200.7K | 0.1% | 00.0% | Unchanged | – |
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 | – | $556.0M |
| iShares Tr464287234 | MSCI EMG MKT ETF | – | $7.77M |
| iShares MSCI Eafe ETF464287465 | ETF | – | $5.56M |
| ARK Innovation ETF00214Q104 | ETF | – | $2.74M |
Sold out since Q3 2024 (9)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 29,049 | $660.0K | 0.4% | – |
| ETF Ser Solutions26922A404 | VIDENT INTL EQ | 8,859 | $239.0K | 0.1% | – |
| MSIMotorola Solutions, Inc. | Stock | 484 | $217.6K | 0.1% | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,432 | $213.6K | 0.1% | – |
| AXPAmerican Express Co | Stock | 777 | $210.7K | 0.1% | History |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 4,504 | $209.0K | 0.1% | – |
| ORCLOracle Corp | Stock | 1,212 | $206.5K | 0.1% | History |
| BPBP PLC | ADR | 6,540 | $205.3K | 0.1% | History |
| LRCXLam Research Corp | COM | 247 | $201.6K | 0.1% | History |