Insight Wealth Partners, LLC Incresed Positions in Q4 2024

Insight Wealth Partners, LLC

  • $723 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
18.9K
+ 11.39%
$44.87 - $46.86 $846K - $883K
184K $8.27M
NVDA
Nvidia Corp

Technology
520
+ 1.75%
$117.0 - $148.88 $60.8K - $77.4K
30.3K $4.06M
HYG
Ishares Tr

ETFs
6.55K
+ 15.79%
$78.09 - $80.04 $512K - $524K
48K $3.78M
AVGO
Broadcom Inc.

Technology
27
+ 0.37%
$159.67 - $250.0 $4.31K - $6.75K
7.29K $1.69M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
15.7K
+ 14.58%
$26.55 - $27.32 $416K - $428K
123K $3.29M
GTO
Invesco Actively Managed ETF T

ETFs
11K
+ 12.36%
$46.33 - $48.41 $508K - $531K
99.7K $4.63M
IAU
Ishares Gold Trust

ETFs
6.08K
+ 3.71%
$48.37 - $52.65 $294K - $320K
170K $8.41M
TSLA
Tesla, Inc.

Consumer Cyclical
19
+ 1.32%
$213.65 - $479.86 $4.06K - $9.12K
1.46K $589K
TIP
Ishares Tr Tips Bd ETF

ETFs
3.39K
+ 7.92%
$106.33 - $110.69 $360K - $375K
46.1K $4.92M
MUB
Ishares National Muni Bond ETF

ETFs
2.16K
+ 8.93%
$105.78 - $108.7 $229K - $235K
26.4K $2.81M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.59K
+ 50.2%
$96.64 - $101.23 $154K - $161K
4.77K $461K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.03K
+ 13.76%
$19.38 - $19.58 $97.5K - $98.5K
41.6K $807K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.32K
+ 16.19%
$20.08 - $20.61 $107K - $110K
38.1K $767K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.01K
+ 14.85%
$19.42 - $19.76 $97.3K - $99K
38.7K $754K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.29K
+ 8.71%
$77.86 - $79.27 $100K - $102K
16.1K $1.25M
EMB
Ishares Tr

ETFs
2.57K
+ 7.59%
$88.94 - $93.46 $228K - $240K
36.4K $3.24M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.76K
+ 7.39%
$90.42 - $94.5 $159K - $166K
25.5K $2.31M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
419
+ 0.91%
$51.94 - $55.55 $21.8K - $23.3K
46.5K $2.48M
NOW
Service Now, Inc.

Technology
4
+ 1.38%
$867.18 - $1148.42 $3.47K - $4.59K
294 $311K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
9
+ 0.07%
$73.49 - $86.09 $661 - $775
12.7K $982K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.34K
+ 3.99%
$23.02 - $23.23 $30.8K - $31.1K
34.9K $805K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
963
+ 8.39%
$45.07 - $47.1 $43.4K - $45.4K
12.4K $562K
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.33K
+ 5.94%
$106.56 - $113.11 $674K - $716K
113K $12.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.19%
$567.81 - $607.81 $1.14K - $1.22K
1.03K $604K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
433
+ 1.26%
$20.6 - $20.71 $8.92K - $8.97K
34.9K $720K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
4
+ 0.22%
$174.04 - $205.27 $696 - $821
1.82K $328K
WEA
Western Asset Premier Bond Fund

Financial Services
4.47K
+ 5.3%
$10.69 - $11.32 $47.8K - $50.6K
88.8K $955K
ACN
Accenture PLC

Technology
13
+ 0.54%
$343.9 - $376.86 $4.47K - $4.9K
2.44K $858K
VRT
Vertiv Holdings CO

Industrials
12
+ 0.39%
N/A
3.1K $268K
GLD
Spdr Gold Trust

ETFs
12
+ 0.35%
$236.59 - $257.5 $2.84K - $3.09K
3.41K $826K
LQDB
Ishares Tr Bbb Rated Corporate
612
+ 2.44%
N/A
25.7K $0
ABT
Abbott Laboratories

Healthcare
9
+ 0.45%
$111.93 - $119.39 $1.01K - $1.07K
2.02K $228K
IFRA
Ishares Tr

ETFs
41
+ 0.4%
$45.94 - $51.71 $1.88K - $2.12K
10.4K $482K
COP
Conocophillips

Energy
131
+ 4.5%
$95.12 - $114.72 $12.5K - $15K
3.04K $301K
IG
Principal Fds Principal Invt G

ETFs
7.02K
+ 4.64%
$20.34 - $21.41 $143K - $150K
158K $3.22M
HD
Home Depot, Inc.

Consumer Cyclical
26
+ 1.42%
$385.02 - $431.37 $10K - $11.2K
1.86K $722K
F
Ford Motor CO

Consumer Cyclical
400
+ 0.9%
$9.69 - $11.4 $3.88K - $4.56K
44.8K $443K
WPC
W. P. Carey Inc.

Real Estate
36
+ 0.94%
$53.44 - $61.33 $1.92K - $2.21K
3.86K $210K
SCHG
Schwab Strategic Tr Us Large C

ETFs
32K
+ 257.61%
$25.93 - $105.3 $830K - $3.37M
44.4K $1.24M
CL
Colgate Palmolive CO

Consumer Defensive
26
+ 0.53%
$90.22 - $102.31 $2.35K - $2.66K
4.91K $446K
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.13%
$164.99 - $203.87 $825 - $1.02K
3.86K $685K
SOXX
Ishares Semiconductor ETF

ETFs
29
+ 0.39%
$211.27 - $239.8 $6.13K - $6.95K
7.38K $1.59M
AVDV
American Centy ETF Tr Avantis

ETFs
1
+ 0.0%
$63.85 - $70.4 $63.9 - $70.4
21.1K $1.37M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20K
+ 160.58%
$26.93 - $84.95 $539K - $1.7M
32.5K $887K
Activity Summary
Buys All Purchases 49 New Holdings 4 Increased Positions 45 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 3 Puts 0
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