Insight Wealth Partners, LLC Portfolio Holdings

Insight Wealth Partners, LLC

  • $723 Million
  • Q4 2024

Insight Wealth Partners, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $723 Million distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Etsf Fd Tr Bulletshare with a value of $13.2M, Ishares Iboxx $ Investment Gra with a value of $12.1M, Ishares Gold Trust with a value of $8.41M, Fidelity Merrimack Str Tr Tota with a value of $8.27M, and Jp Morgan ETF Tr Ultra Short I with a value of $8.16M.

Examining the 13F form we can see an increase of $225M in the current position value, from $498M to 723M.

Below you can find more details about Insight Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $723 Million
ETFs: $691 Million
Technology: $13.5 Million
Financial Services: $4.61 Million
Consumer Cyclical: $4.3 Million
Energy: $3.41 Million
Industrials: $2.05 Million
Healthcare: $1.23 Million
Consumer Defensive: $1.04 Million
Other: $1.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.2 Million 1.82% of portfolio
565,511
Q4 2024 Reduced 0.07%
$0
$12.1 Million 1.67% of portfolio
112,895
Q4 2024 Added 5.94%
$47.2B
$8.41 Million 1.16% of portfolio
169,800
Q4 2024 Added 3.71%
$0
$8.27 Million 1.14% of portfolio
184,395
Q4 2024 Added 11.39%
$0
$8.16 Million 1.13% of portfolio
161,919
Q4 2024 Reduced 1.24%
$0
$4.92 Million 0.68% of portfolio
46,131
Q4 2024 Added 7.92%
$0
$4.63 Million 0.64% of portfolio
99,718
Q4 2024 Added 12.36%
$0
$4.43 Million 0.61% of portfolio
26,254
Q4 2024 Reduced 27.01%
$0
$4.45 Million 0.61% of portfolio
96,719
Q4 2024 Reduced 22.31%
$325B
$4.06 Million 0.56% of portfolio
30,259
Q4 2024 Added 1.75%
$0
$3.78 Million 0.52% of portfolio
48,033
Q4 2024 Added 15.79%
$0
$3.29 Million 0.46% of portfolio
123,213
Q4 2024 Added 14.58%
$0
$3.22 Million 0.45% of portfolio
158,301
Q4 2024 Added 4.64%
$0
$3.24 Million 0.45% of portfolio
36,370
Q4 2024 Added 7.59%
$0
$2.91 Million 0.4% of portfolio
133,750
Q4 2024 Reduced 0.82%
$0
$2.81 Million 0.39% of portfolio
26,356
Q4 2024 Added 8.93%
$0
$2.48 Million 0.34% of portfolio
46,532
Q4 2024 Added 0.91%
$0
$2.44 Million 0.34% of portfolio
51,760
Q4 2024 Added 10.51%
$0
$2.31 Million 0.32% of portfolio
25,549
Q4 2024 Added 7.39%
$2.17T
$2.22 Million 0.31% of portfolio
10,131
Q4 2024 Reduced 8.82%
$0
$2.07 Million 0.29% of portfolio
102,818
Q4 2024 Reduced 19.42%
$177B
$1.72 Million 0.24% of portfolio
8,860
Q4 2024 Reduced 5.32%
$84.2B
$1.69 Million 0.23% of portfolio
7,286
Q4 2024 Added 0.37%
$0
$1.59 Million 0.22% of portfolio
7,382
Q4 2024 Added 0.39%
$0
$1.61 Million 0.22% of portfolio
16,692
Q4 2024 Reduced 0.22%
$27.6B
$1.56 Million 0.22% of portfolio
9,536
Q4 2024 Reduced 0.03%
$0
$1.42 Million 0.2% of portfolio
51,843
Q4 2024 Reduced 0.93%
$0
$1.37 Million 0.19% of portfolio
21,112
Q4 2024 Added 0.0%
$0
$1.26 Million 0.17% of portfolio
22,343
Q4 2024 Reduced 0.94%
$0
$1.24 Million 0.17% of portfolio
44,437
Q4 2024 Added 257.61%
$0
$1.25 Million 0.17% of portfolio
16,072
Q4 2024 Added 8.71%
$3.01T
$1.19 Million 0.17% of portfolio
2,835
Q4 2024 Reduced 39.74%
$260B
$1.03 Million 0.14% of portfolio
17,329
Q4 2024 Reduced 2.65%
$464B
$985,000 0.14% of portfolio
9,161
Q4 2024 Reduced 0.11%
$0
$982,000 0.14% of portfolio
12,749
Q4 2024 Added 0.07%
$0
$955,000 0.13% of portfolio
88,764
Q4 2024 Added 5.3%
$0
$887,000 0.12% of portfolio
32,492
Q4 2024 Added 160.58%
$229B
$858,000 0.12% of portfolio
2,439
Q4 2024 Added 0.54%
$0
$807,000 0.11% of portfolio
41,578
Q4 2024 Added 13.76%
$36.9B
$800,000 0.11% of portfolio
7,700
Q3 2024 Added 1.37%
$0
$767,000 0.11% of portfolio
38,149
Q4 2024 Added 16.19%
$93.9B
$826,000 0.11% of portfolio
3,413
Q4 2024 Added 0.35%
$0
$805,000 0.11% of portfolio
34,896
Q4 2024 Added 3.99%
$184B
$771,000 0.11% of portfolio
6,669
Q3 2024 Reduced 1.68%
$0
$705,000 0.1% of portfolio
5,126
Q4 2024 Reduced 6.9%
$0
$754,000 0.1% of portfolio
38,744
Q4 2024 Added 14.85%
$0
$748,000 0.1% of portfolio
18,081
Q4 2024 Reduced 1.16%
$0
$720,000 0.1% of portfolio
34,906
Q4 2024 Added 1.26%
$391B
$722,000 0.1% of portfolio
1,857
Q4 2024 Added 1.42%

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $723 Million
  • Prior Value $498 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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