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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.07 Million 0.29% of portfolio
102,818
Q4 2024 Reduced 19.42%
$0
$955,000 0.13% of portfolio
88,764
Q4 2024 Added 5.3%

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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