Insight Wealth Partners, LLC Reduced Holdings in Q4 2024

Insight Wealth Partners, LLC

  • $723 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UITB
Usaa ETF Tr Core Intermediate

ETFs
-27.8K
- 22.31%
$45.83 - $48.07 $1.27M - $1.34M
96.7K $4.45M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-9.71K
- 27.01%
$157.33 - $189.22 $1.53M - $1.84M
26.3K $4.43M
MSFT
Microsoft Corp

Technology
-1.87K
- 39.74%
$406.35 - $454.46 $760K - $850K
2.84K $1.19M
PHYS
Sprott Physical Gold Trust

Financial Services
-24.8K
- 19.42%
$19.66 - $21.66 $487K - $537K
103K $2.07M
LLY
Eli Lilly & CO

Healthcare
-398
- 49.26%
$727.2 - $932.06 $289K - $371K
410 $316K
META
Meta Platforms, Inc.

Communication Services
-486
- 29.87%
$554.08 - $632.68 $269K - $307K
1.14K $673K
AAPL
Apple Inc.

Technology
-1.58K
- 13.94%
$221.69 - $259.02 $349K - $408K
9.73K $2.44M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.04K
- 1.24%
$50.37 - $50.6 $103K - $103K
162K $8.16M
XLV
Select Sector Spdr Fund Health

ETFs
-380
- 6.9%
$136.28 - $154.74 $51.8K - $58.8K
5.13K $705K
IXC
Ishares Tr Global Energy ETF

ETFs
-2.51K
- 20.07%
$36.95 - $43.06 $92.6K - $108K
9.98K $381K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-405
- 0.07%
$23.25 - $23.56 $9.42K - $9.54K
566K $13.2M
TXN
Texas Instruments Inc

Technology
-498
- 5.32%
N/A
8.86K $1.72M
XOM
Exxon Mobil Corp

Energy
-10
- 0.11%
$105.51 - $125.37 $1.06K - $1.25K
9.16K $985K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.21K
- 17.96%
$60.73 - $64.94 $73.7K - $78.8K
5.55K $340K
FANG
Diamondback Energy, Inc.

Energy
-3
- 0.03%
$153.06 - $199.5 $459 - $599
9.54K $1.56M
BSMU
Invesco Exchange Self Ind Tr

ETFs
-1.1K
- 0.82%
$21.63 - $22.25 $23.9K - $24.5K
134K $2.91M
COST
Costco Wholesale Corp

Consumer Defensive
-100
- 26.32%
$873.59 - $994.69 $87.4K - $99.5K
280 $256K
CVX
Chevron Corp

Energy
-411
- 14.69%
$141.15 - $162.53 $58K - $66.8K
2.39K $345K
BX
Blackstone Inc.

Financial Services
-546
- 31.58%
$148.45 - $199.05 $81.1K - $109K
1.18K $203K
AVIV
American Centy ETF Tr Avantis
-200
- 1.78%
$51.24 - $55.81 $10.2K - $11.2K
11.1K $574K
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
-486
- 0.93%
$27.35 - $29.08 $13.3K - $14.1K
51.8K $1.42M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-213
- 0.94%
$56.06 - $61.35 $11.9K - $13.1K
22.3K $1.26M
VBND
ETF Ser Solutions Vident Core

ETFs
-206
- 1.72%
$42.77 - $45.03 $8.81K - $9.28K
11.8K $506K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-212
- 1.16%
$40.97 - $42.66 $8.69K - $9.04K
18.1K $748K
OPER
ETF Ser Solutions Clearshares

ETFs
-139
- 1.99%
$100.03 - $100.53 $13.9K - $14K
6.85K $684K
PULS
Pgim ETF Tr

ETFs
-243
- 2.05%
$49.51 - $49.79 $12K - $12.1K
11.6K $575K
J P Morgan Exchange Traded F
-24.4K
- 21.59%
N/A
88.6K $0
AVUV
American Centy ETF Tr Avantis

ETFs
-36
- 0.22%
$94.37 - $106.41 $3.4K - $3.83K
16.7K $1.61M
JPM
Jpmorgan Chase & CO

Financial Services
-257
- 10.88%
$205.18 - $250.29 $52.7K - $64.3K
2.11K $504K
CSCO
Cisco Systems, Inc.

Technology
-472
- 2.65%
$52.45 - $60.02 $24.8K - $28.3K
17.3K $1.03M
AMZN
Amazon Com Inc

Consumer Cyclical
-980
- 8.82%
$180.88 - $232.93 $177K - $228K
10.1K $2.22M
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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