Insight Wealth Partners, LLC Top Holdings and 13F Report (2024)

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About Insight Wealth Partners, LLC

Investment Activity

Insight Wealth Partners, LLC has $580.78 million in total holdings as of March 31, 2024.
Insight Wealth Partners, LLC owns shares of 87 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
Approximately 4.78% of the portfolio was purchased this quarter.
About 10.91% of the portfolio was sold this quarter.
This quarter, Insight Wealth Partners, LLC has purchased 76 new stocks and bought additional shares in 45 stocks.
Insight Wealth Partners, LLC sold shares of 22 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $416,246,029
JPMorgan Ultra-Short Income ETF: $20,408,672
Texas Pacific Land: $14,222,668
Invesco BulletShares 2026 High Yield Corporate Bond ETF: $13,388,559
iShares iBoxx $ Investment Grade Corporate Bond ETF: $10,104,006

Largest New Holdings this Quarter

Vanguard Total Bond Market ETF: $693,427 Holding
Pacer US Cash Cows 100 ETF: $569,425 Holding
Schwab U.S. Large-Cap Growth ETF: $480,197 Holding
Meta Platforms: $357,872 Holding
Health Care Select Sector SPDR Fund: $299,892 Holding

Largest Purchases this Quarter

Texas Pacific Land: 16,390 shares (about $9.48M)
JPMorgan Ultra-Short Income ETF: 66,995 shares (about $3.38M)
Fidelity Total Bond ETF: 26,697 shares (about $1.21M)
iShares Semiconductor ETF: 4,284 shares (about $967.89K)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 7,264 shares (about $791.20K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 117,164 shares (about $61.28M)
Invesco BulletShares 2030 Municipal Bond ETF: 31,047 shares (about $686.76K)
ClearShares Ultra-Short Maturity ETF: 3,336 shares (about $334.08K)
Accenture: 818 shares (about $283.53K)
PGIM Ultra Short Bond ETF: 4,555 shares (about $226.38K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$416,246,029	$61,284,973 ▼	-12.8%	795,775	71.7%	Finance
JPST JPMorgan Ultra-Short Income ETF	$20,408,672	$3,379,895 ▲	19.8%	404,533	3.5%	ETF
TPL Texas Pacific Land	$14,222,668	$9,481,779 ▲	200.0%	24,585	2.4%	Oils/Energy
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF	$13,388,559	$50,277 ▼	-0.4%	577,591	2.3%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$10,104,006	$791,198 ▲	8.5%	92,765	1.7%	Finance
FBND Fidelity Total Bond ETF	$6,850,749	$1,209,643 ▲	21.4%	151,197	1.2%	ETF
IAU iShares Gold Trust	$6,574,943	$32,642 ▲	0.5%	156,509	1.1%	Finance
EEM iShares MSCI Emerging Markets ETF	$5,927,844	$36,972 ▼	-0.6%	144,300	1.0%	Finance
TIP iShares TIPS Bond ETF	$4,613,620	$783,025 ▲	20.4%	42,953	0.8%	ETF
SPXL Direxion Daily S&P 500 Bull 3X	$4,351,559	$291,784 ▲	7.2%	32,467	0.7%	ETF
GTO Invesco Total Return Bond ETF	$3,955,162	$731,734 ▲	22.7%	84,494	0.7%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$3,051,608	$171,447 ▲	6.0%	34,032	0.5%	ETF
BSMU Invesco BulletShares 2030 Municipal Bond ETF	$3,049,684	$686,760 ▼	-18.4%	137,870	0.5%	Manufacturing
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$3,007,981	$414,221 ▲	16.0%	38,698	0.5%	ETF
MUB iShares National Muni Bond ETF	$2,811,049	$556,937 ▲	24.7%	26,125	0.5%	ETF
SPROTT PHYSICAL GOLD TR	$2,761,547	$28,528 ▼	-1.0%	159,627	0.5%	UNIT
NVDA NVIDIA	$2,756,801	$471,665 ▲	20.6%	3,051	0.5%	Computer and Technology
EFA iShares MSCI EAFE ETF	$2,739,198	$15,972 ▼	-0.6%	34,300	0.5%	Finance
FALN iShares Fallen Angels USD Bond ETF	$2,725,426	$259,387 ▲	10.5%	101,468	0.5%	Manufacturing
ARKK ARK Innovation ETF	$2,458,928	$25,040 ▲	1.0%	49,100	0.4%	ETF
CMBS iShares CMBS ETF	$2,112,769	$377,743 ▲	21.8%	44,857	0.4%	ETF
PIMCO ETF TR	$2,094,291	$374,784 ▲	21.8%	22,799	0.4%	ACTIVE BD ETF
SNPE X-trackers S&P 500 ESG ETF	$1,907,986	$261,391 ▲	15.9%	39,891	0.3%	ETF
FANG Diamondback Energy	$1,889,749		0.0%	9,536	0.3%	Oils/Energy
IG Principal Investment Grade Corporate Active ETF	$1,697,779	$336,597 ▲	24.7%	82,176	0.3%	ETF
TXN Texas Instruments	$1,675,029	$52,960 ▲	3.3%	9,615	0.3%	Computer and Technology
AAPL Apple	$1,609,568	$255,857 ▲	18.9%	9,386	0.3%	Computer and Technology
AMZN Amazon.com	$1,551,448	$143,763 ▲	10.2%	8,601	0.3%	Retail/Wholesale
AVUV Avantis U.S. Small Cap Value ETF	$1,461,615	$262,017 ▲	21.8%	15,597	0.3%	ETF
SOXX iShares Semiconductor ETF	$1,341,357	$967,892 ▲	259.2%	5,937	0.2%	ETF
AVDV Avantis International Small Cap Value ETF	$1,285,829	$241,900 ▲	23.2%	19,524	0.2%	ETF
TACK Fairlead Tactical Sector ETF	$1,268,437	$156,076 ▲	14.0%	47,974	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$1,215,386	$402,784 ▲	49.6%	15,721	0.2%	ETF
ACN Accenture	$1,077,264	$283,527 ▼	-20.8%	3,108	0.2%	Business Services
PCAR PACCAR	$939,795	$1,363 ▲	0.1%	7,586	0.2%	Auto/Tires/Trucks
OPER ClearShares Ultra-Short Maturity ETF	$909,918	$334,084 ▼	-26.9%	9,086	0.2%	ETF
WEA Western Asset Premier Bond Fund	$902,206	$22,823 ▼	-2.5%	84,794	0.2%	Financial Services
MSFT Microsoft	$867,310	$35,770 ▲	4.3%	2,061	0.1%	Computer and Technology
XOM Exxon Mobil	$865,104	$349 ▲	0.0%	7,442	0.1%	Oils/Energy
AVGO Broadcom	$850,913	$231,947 ▲	37.5%	642	0.1%	Computer and Technology
CSCO Cisco Systems	$832,649		0.0%	16,683	0.1%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$763,889	$249,308 ▲	48.4%	9,474	0.1%	ETF
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF	$761,637	$21,253 ▼	-2.7%	33,508	0.1%	ETF
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF	$760,150	$21,435 ▼	-2.7%	33,122	0.1%	ETF
PULS PGIM Ultra Short Bond ETF	$756,136	$226,384 ▼	-23.0%	15,214	0.1%	ETF
ABBV AbbVie	$701,085	$163,890 ▼	-18.9%	3,850	0.1%	Medical
BSCP Invesco BulletShares 2025 Corporate Bond ETF	$699,319	$21,022 ▼	-2.9%	34,230	0.1%	ETF
BND Vanguard Total Bond Market ETF	$693,427	$693,427 ▲	New Holding	9,547	0.1%	ETF
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$689,677	$27,355 ▼	-3.8%	35,902	0.1%	ETF
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$663,875	$27,235 ▼	-3.9%	33,078	0.1%	ETF
RTX RTX	$644,381	$683 ▼	-0.1%	6,607	0.1%	Aerospace
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$641,161	$27,237 ▼	-4.1%	33,238	0.1%	ETF
AIRR First Trust RBA American Industrial Renaissance ETF	$590,826	$212,765 ▲	56.3%	8,775	0.1%	Manufacturing
AVIV Avantis International Large Cap Value ETF	$584,280	$117,678 ▲	25.2%	10,804	0.1%	ETF
F Ford Motor	$575,037	$14,236 ▲	2.5%	43,301	0.1%	Auto/Tires/Trucks
COWZ Pacer US Cash Cows 100 ETF	$569,425	$569,425 ▲	New Holding	9,799	0.1%	ETF
HD Home Depot	$535,613	$123,160 ▲	29.9%	1,396	0.1%	Retail/Wholesale
ECL Ecolab	$480,734		0.0%	2,082	0.1%	Basic Materials
SCHG Schwab U.S. Large-Cap Growth ETF	$480,197	$480,197 ▲	New Holding	5,179	0.1%	ETF
WPC W. P. Carey	$461,510	$18,907 ▼	-3.9%	8,177	0.1%	Finance
IUSB iShares Core Total USD Bond Market ETF	$439,891	$136,905 ▲	45.2%	9,649	0.1%	Manufacturing
CL Colgate-Palmolive	$439,354	$11,256 ▲	2.6%	4,879	0.1%	Consumer Staples
IXC iShares Global Energy ETF	$431,200	$40,414 ▲	10.3%	10,040	0.1%	ETF
NDAQ Nasdaq	$396,142	$163,745 ▲	70.5%	6,278	0.1%	Finance
DGRO iShares Core Dividend Growth ETF	$392,428		0.0%	6,759	0.1%	ETF
GLD SPDR Gold Shares	$390,251	$164,782 ▲	73.1%	1,897	0.1%	Finance
JPM JPMorgan Chase & Co.	$383,253	$58,700 ▲	18.1%	1,913	0.1%	Finance
PEP PepsiCo	$380,997		0.0%	2,177	0.1%	Consumer Staples
COP ConocoPhillips	$365,175	$3,309 ▲	0.9%	2,869	0.1%	Oils/Energy
IVV iShares Core S&P 500 ETF	$364,857		0.0%	694	0.1%	ETF
META Meta Platforms	$357,872	$357,872 ▲	New Holding	737	0.1%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$334,741		0.0%	10,386	0.1%	ETF
ABT Abbott Laboratories	$315,963	$67,966 ▼	-17.7%	2,780	0.1%	Medical
IFRA iShares U.S. Infrastructure ETF	$302,750	$75,492 ▲	33.2%	6,982	0.1%	ETF
XLV Health Care Select Sector SPDR Fund	$299,892	$299,892 ▲	New Holding	2,030	0.1%	ETF
CVX Chevron	$280,146		0.0%	1,776	0.0%	Oils/Energy
HOMB Home Bancshares, Inc. (Conway, AR)	$277,076	$2,113 ▲	0.8%	11,277	0.0%	Finance
VBND Vident U.S. Bond Strategy ETF	$244,655	$244,655 ▲	New Holding	5,587	0.0%	ETF
AOK iShares Core Conservative Allocation ETF	$238,258		0.0%	6,470	0.0%	ETF
MDT Medtronic	$238,094	$1,046 ▼	-0.4%	2,732	0.0%	Medical
BP BP	$232,033	$1,696 ▲	0.7%	6,158	0.0%	Oils/Energy
LLY Eli Lilly and Company	$221,719	$221,719 ▲	New Holding	285	0.0%	Medical
XLE Energy Select Sector SPDR Fund	$215,751	$215,751 ▲	New Holding	2,285	0.0%	ETF
VIDI Vident International Equity Strategy ETF	$215,061	$215,061 ▲	New Holding	8,599	0.0%	Finance
ORCL Oracle	$206,126	$206,126 ▲	New Holding	1,641	0.0%	Computer and Technology
TXRH Texas Roadhouse	$201,738	$201,738 ▲	New Holding	1,306	0.0%	Retail/Wholesale
QRVO Qorvo	$200,953	$22,966 ▼	-10.3%	1,750	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Insight Wealth Partners, LLC Top Holdings and 13F Report (2024)

About Insight Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Insight Wealth Partners, LLC Top Holdings and 13F Report (2024)

About Insight Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInsight Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information