Insight Wealth Partners, LLC Purchases in Q2 2024

Insight Wealth Partners, LLC

  • $577 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
179K
+ 44.35%
$50.22 - $50.48 $9.01M - $9.06M
584K $29.5M
NVDA
Nvidia Corp

Technology
31.1K
+ 1018.55%
$118.11 - $1224.4 $3.67M - $38M
34.1K $4.22M
LLY
Eli Lilly & CO

Healthcare
525
+ 184.21%
$724.87 - $909.04 $381K - $477K
810 $733K
SOXX
Ishares Semiconductor ETF

ETFs
1.06K
+ 17.92%
$198.39 - $259.28 $211K - $276K
7K $1.73M
IAU
Ishares Gold Trust

ETFs
1.85K
+ 1.18%
$42.46 - $45.89 $78.4K - $84.7K
158K $6.96M
AMZN
Amazon Com Inc

Consumer Cyclical
1.28K
+ 14.93%
$173.67 - $197.85 $223K - $254K
9.89K $1.91M
AVGO
Broadcom Inc.

Technology
85
+ 13.24%
$1204.71 - $1828.87 $102K - $155K
727 $1.17M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
3.92K
+ 9.83%
$45.18 - $50.64 $177K - $199K
43.8K $2.19M
TSLA
Tesla, Inc.

Consumer Cyclical
1.37K
New
$142.05 - $197.88 $195K - $272K
1.37K $271K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.02K
+ 39.04%
$87.04 - $101.61 $176K - $205K
7.2K $726K
EVR
Evercore Inc.

Financial Services
1.17K
New
$181.5 - $208.43 $212K - $243K
1.17K $243K
VRT
Vertiv Holdings CO

Industrials
2.77K
New
$75.01 - $106.17 $208K - $294K
2.77K $240K
GLD
Spdr Gold Trust

ETFs
916
+ 48.29%
$207.82 - $224.56 $190K - $206K
2.81K $604K
NOW
Service Now, Inc.

Technology
273
New
$643.29 - $786.67 $176K - $215K
273 $214K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.87K
+ 32.75%
$61.64 - $73.21 $177K - $210K
11.6K $795K
JPIE
J P Morgan Exchange Traded Fd
4.47K
New
$44.81 - $45.47 $200K - $203K
4.47K $203K
VBND
ETF Ser Solutions Vident Core

ETFs
4.37K
+ 78.2%
$42.44 - $43.65 $185K - $191K
9.96K $430K
META
Meta Platforms, Inc.

Communication Services
286
+ 38.81%
$430.17 - $527.34 $123K - $151K
1.02K $515K
MSFT
Microsoft Corp

Technology
197
+ 9.56%
$389.33 - $452.85 $76.7K - $89.2K
2.26K $1.01M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.88K
+ 2.56%
$44.06 - $45.49 $171K - $176K
155K $6.97M
XLV
Select Sector Spdr Fund Health

ETFs
758
+ 37.34%
$138.43 - $147.09 $105K - $111K
2.79K $406K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
444
+ 34.0%
$148.27 - $174.07 $65.8K - $77.3K
1.75K $300K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.42K
+ 14.89%
$70.55 - $72.66 $100K - $103K
11K $790K
HD
Home Depot, Inc.

Consumer Cyclical
431
+ 30.87%
$325.1 - $368.03 $140K - $159K
1.83K $628K
IG
Principal Fds Principal Invt G

ETFs
4.84K
+ 5.88%
$19.96 - $20.64 $96.5K - $99.8K
87K $1.78M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.37K
+ 14.47%
$75.81 - $80.15 $104K - $110K
10.8K $843K
AVDV
American Centy ETF Tr Avantis

ETFs
1.37K
+ 7.03%
$63.81 - $68.36 $87.5K - $93.8K
20.9K $1.36M
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
3.55K
+ 7.4%
$24.89 - $26.3 $88.4K - $93.4K
51.5K $1.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
56
+ 5.74%
$495.16 - $548.49 $27.7K - $30.7K
1.03K $561K
AVUV
American Centy ETF Tr Avantis

ETFs
1.25K
+ 8.03%
$86.93 - $93.77 $109K - $117K
16.9K $1.51M
ORCL
Oracle Corp

Technology
135
+ 8.23%
$113.75 - $144.64 $15.4K - $19.5K
1.78K $250K
RTX
Raytheon Technologies Corp

Industrials
176
+ 2.66%
$97.55 - $108.44 $17.2K - $19.1K
6.78K $680K
XOM
Exxon Mobil Corp

Energy
366
+ 4.92%
$108.36 - $122.2 $39.7K - $44.7K
7.81K $898K
IFRA
Ishares Tr

ETFs
899
+ 12.88%
$41.22 - $44.87 $37.1K - $40.3K
7.88K $331K
IXC
Ishares Tr Global Energy ETF

ETFs
1.01K
+ 10.06%
$39.86 - $44.76 $40.3K - $45.2K
11.1K $458K
AVIV
American Centy ETF Tr Avantis
789
+ 7.3%
$52.26 - $55.37 $41.2K - $43.7K
11.6K $607K
CVX
Chevron Corp

Energy
142
+ 8.0%
$152.57 - $166.33 $21.7K - $23.6K
1.92K $300K
XLE
Energy Sector Spdr

ETFs
276
+ 12.08%
$88.04 - $98.08 $24.3K - $27.1K
2.56K $233K
JPM
Jpmorgan Chase & CO

Financial Services
58
+ 3.03%
$180.08 - $204.79 $10.4K - $11.9K
1.97K $398K
NDAQ
Nasdaq, Inc.

Financial Services
527
+ 8.39%
$58.6 - $63.56 $30.9K - $33.5K
6.81K $410K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
537
+ 1.57%
$20.38 - $20.52 $10.9K - $11K
34.8K $710K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
647
+ 1.8%
$19.08 - $19.25 $12.3K - $12.5K
36.5K $700K
BP
Bp PLC

Energy
498
+ 8.09%
$34.89 - $39.65 $17.4K - $19.7K
6.66K $240K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
436
+ 1.32%
$22.87 - $23.06 $9.97K - $10.1K
33.6K $768K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
495
+ 1.49%
$19.04 - $19.32 $9.42K - $9.56K
33.7K $648K
VIDI
Vident Intl Equity Fd

ETFs
252
+ 2.93%
$24.08 - $26.33 $6.07K - $6.64K
8.85K $222K
Sila Realty Trust Inc
46.9K
New
N/A
46.9K $0
PEP
Pepsico Inc

Consumer Defensive
127
+ 5.83%
$163.33 - $183.11 $20.7K - $23.3K
2.3K $379K
HYG
Ishares Tr

ETFs
29
+ 0.07%
$75.68 - $77.45 $2.19K - $2.25K
38.7K $2.99M
Activity Summary
Buys All Purchases 54 New Holdings 6 Increased Positions 48 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 4 Puts 0
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