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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$325B
$4.06 Million 0.56% of portfolio
30,259
Q4 2024 Added 1.75%
$3.97T
$2.44 Million 0.34% of portfolio
9,731
Q4 2024 Reduced 13.94%
$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%
$27.6B
$1.56 Million 0.22% of portfolio
9,536
Q4 2024 Reduced 0.03%
$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
$955,000 0.13% of portfolio
88,764
Q4 2024 Added 5.3%
$229B
$858,000 0.12% of portfolio
2,439
Q4 2024 Added 0.54%
$36.9B
$800,000 0.11% of portfolio
7,700
Q3 2024 Added 1.37%
$184B
$771,000 0.11% of portfolio
6,669
Q3 2024 Reduced 1.68%
$391B
$722,000 0.1% of portfolio
1,857
Q4 2024 Added 1.42%
$361B
$685,000 0.09% of portfolio
3,859
Q4 2024 Added 0.13%
$1.04T
$589,000 0.08% of portfolio
1,460
Q4 2024 Added 1.32%
$75.2B
$487,000 0.07% of portfolio
2,082
Q4 2023 New
$767B
$504,000 0.07% of portfolio
2,105
Q4 2024 Reduced 10.88%
$39.3B
$541,000 0.07% of portfolio
6,999
Q3 2024 Added 2.85%
$36.9B
$443,000 0.06% of portfolio
44,771
Q4 2024 Added 0.9%
$75.2B
$446,000 0.06% of portfolio
4,910
Q4 2024 Added 0.53%
$309B
$345,000 0.05% of portfolio
2,386
Q4 2024 Reduced 14.69%
$9.61B
$339,000 0.05% of portfolio
1,223
Q3 2024 Added 4.71%
$11.5B
$328,000 0.05% of portfolio
1,822
Q4 2024 Added 0.22%
$212B
$342,000 0.05% of portfolio
2,253
Q4 2024 Reduced 16.18%
$126B
$301,000 0.04% of portfolio
3,039
Q4 2024 Added 4.5%
$32.7B
$268,000 0.04% of portfolio
3,095
Q4 2024 Added 0.39%
$458B
$256,000 0.04% of portfolio
280
Q4 2024 Reduced 26.32%
$187B
$311,000 0.04% of portfolio
294
Q4 2024 Added 1.38%
$837B
$316,000 0.04% of portfolio
410
Q4 2024 Reduced 49.26%
$1.07T
$234,000 0.03% of portfolio
1,240
Q4 2024 New
$111B
$203,000 0.03% of portfolio
1,183
Q4 2024 Reduced 31.58%
$319M
$233,000 0.03% of portfolio
36,859
Q4 2024 New
$9.98B
$217,000 0.03% of portfolio
197
Q4 2024 New
$13B
$210,000 0.03% of portfolio
3,856
Q4 2024 Added 0.94%
$146B
$209,000 0.03% of portfolio
495
Q3 2024 New
$236B
$228,000 0.03% of portfolio
2,017
Q4 2024 Added 0.45%
-
$0 0.0% of portfolio
-
Q4 2024 Added 2.44%

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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