IW
| |
Insight Wealth Partners, LLC13F | |
| Insight Wealth Partners, LLC | |
| Last update 2025-05-15 | 108 Stocks (17 new) |
| Value $601.00 Mil | Turnover 2 % |
Insight Wealth Partners, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY
CALL
| SPDR S&P 500 ETF Trust | 764,800 | 427,821.5 | 0% | 71.220 | 0% | 0.070 | +19.57% | +7.72% | 643,289.7 | ||
BSJQ |
Invesco BulletShares 2026 High Yield Corporate Bon
Invesco BulletShares 2026 High Yield Corporate Bon
| 571,705 | 13,257.8 | +1.10% | 2.210 | +0.02% | 1.340 | +2.94% | +3.78% | 1,065.2 | ||
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 121,581 | 13,214.7 | +7.69% | 2.200 | +0.16% | 0.040 | +2.60% | +3.68% | 29,227.8 | ||
IAU | iShares Gold Trust | 159,906 | 9,428.1 | -5.83% | 1.570 | -0.07% | 0.020 | +0.80% | +27.51% | 47,693.5 | ||
FBND | Fidelity Total Bond ETF | 187,361 | 8,553.0 | +1.61% | 1.420 | +0.02% | 0.050 | +1.98% | +3.60% | 19,309.9 | ||
JPST | JPMorgan Ultra-Short Income ETF | 168,211 | 8,516.5 | +3.89% | 1.420 | +0.05% | 0.030 | +1.35% | +2.74% | 32,077.9 | ||
TIP | iShares TIPS Bond ETF | 46,209 | 5,133.4 | +0.17% | 0.850 | 0% | 0.040 | +1.71% | +4.74% | 13,755.9 | ||
GTO | Invesco Total Return Bond ETF | 101,293 | 4,753.7 | +1.58% | 0.790 | +0.01% | 0.250 | +1.86% | +2.68% | 1,965.3 | ||
JBND | JP MORGAN ETF TRUS | 87,936 | 4,706.3 | -0.71% | 0.780 | 0% | 0.240 | +1.28% | +3.77% | 2,362.0 | ||
UITB | VICTORY PTF II | 96,070 | 4,509.5 | -0.67% | 0.750 | 0% | 0.180 | +1.36% | +3.47% | 2,324.8 |
Insight Wealth Partners, LLC's Historical Top Holdings Breakdowns
Insight Wealth Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 2025-03-31 | Add Add | +0.16% | 105.1 ($107.75) 109.61 | $108.29 | 0.50% | Add 7.69% | 121,581 | 8,686 | |
SHV | iShares Short Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +0.14% | 110.11 ($110.29) 110.51 | $110.30 | 0.01% | New holding | 7,354 | 7,354 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Add Add | +0.13% | 77.7 ($78.41) 78.94 | $79.23 | 1.05% | Add 59.03% | 25,560 | 9,488 | |
UMI |
USCF Midstream Energy Income Fund ETF
USCF Midstream Energy Income Fund ETF
| 2025-03-31 | New Buy New Buy | +0.12% | 48.89 ($51.69) 54.85 | $50.46 | -2.38% | New holding | 13,474 | 13,474 | |
EALT |
Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly
Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly
| 2025-03-31 | New Buy New Buy | +0.08% | 30.74 ($32.32) 33.4 | $32.98 | 2.04% | New holding | 15,381 | 15,381 | |
BSCT |
Invesco BulletShares 2029 Corporate Bond ETF
Invesco BulletShares 2029 Corporate Bond ETF
| 2025-03-31 | New Buy New Buy | +0.08% | 18.18 ($18.42) 18.58 | $18.70 | 1.52% | New holding | 25,929 | 25,929 | |
TBG | TBG Dividend Focus ETF | 2025-03-31 | New Buy New Buy | +0.07% | 31.54 ($33) 34.06 | $32.95 | -0.15% | New holding | 13,369 | 13,369 | |
IAU | iShares Gold Trust | 2025-03-31 | Reduce Reduce | -0.07% | 49.74 ($54.09) 58.96 | $63.13 | 16.71% | Reduce -5.83% | 159,906 | -9,894 | |
PULS | PGIM Ultra Short Bond ETF | 2025-03-31 | Add Add | +0.07% | 49.56 ($49.66) 49.78 | $49.70 | 0.08% | Add 69.3% | 19,664 | 8,049 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | New Buy New Buy | +0.07% | 71.17 ($72.57) 73.66 | $72.85 | 0.39% | New holding | 5,787 | 5,787 |
Insight Wealth Partners, LLC Total Holding History ($B)
Insight Wealth Partners, LLC's Asset Allocation
Insight Wealth Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Insight Wealth Partners, LLC's Hypothetical Growth since 2025-03-31
Insight Wealth Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Insight Wealth Partners, LLC's Holdings Heat Map
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Insight Wealth Partners, LLC's Holdings Bubble Chart
Insight Wealth Partners, LLC News
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