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Insight Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Insight Wealth Partners, LLC

Investment Activity

  • Insight Wealth Partners, LLC has $257.67 million in total holdings as of June 30, 2025.
  • Insight Wealth Partners, LLC owns shares of 107 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 11.70% of the portfolio was purchased this quarter.
  • About 12.41% of the portfolio was sold this quarter.
  • This quarter, Insight Wealth Partners, LLC has purchased 107 new stocks and bought additional shares in 65 stocks.
  • Insight Wealth Partners, LLC sold shares of 21 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

191216100 - CocaCola
$239,121 Holding
68389X105 - Oracle
$215,569 Holding
084670702 - Berkshire Hathaway
$212,282 Holding
02079K305 - Alphabet
$211,671 Holding
293792107 - Enterprise Products Partners
$203,550 Holding

Largest Purchases this Quarter

Direxion Daily S&P 500 Bull 3x Shares
89,717 shares (about $15.57M)
JPMorgan Ultra-Short Income ETF
142,090 shares (about $7.20M)
USCF Midstream Energy Income Fund
28,532 shares (about $1.46M)
VictoryShares Core Intermediate Bond ETF
7,529 shares (about $354.39K)
J P MORGAN EXCHANGE TRADED F
6,500 shares (about $348.33K)

Largest Sales this Quarter

iShares Gold Trust
70,430 shares (about $4.39M)
SPDR S&P 500 ETF Trust
21,301 shares (about $2.24M)
Texas Instruments
4,471 shares (about $928.27K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofInsight Wealth Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$78,185,772$2,236,594 -2.8%744,63030.3%Finance
Direxion Daily S&P 500 Bull 3x Shares stock logo
SPXL
Direxion Daily S&P 500 Bull 3x Shares
$20,062,441$15,568,547 346.4%115,6147.8%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$15,726,074$7,201,130 84.5%310,3016.1%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$11,721,583$1,604,910 -12.0%106,9394.5%Finance
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$8,827,402$255,651 3.0%192,9493.4%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$5,579,723$4,392,015 -44.0%89,4762.2%Finance
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$5,132,124$47,317 0.9%46,6392.0%ETF
J P MORGAN EXCHANGE TRADED F
$5,060,804$348,334 7.4%94,4362.0%ACTIVE BOND ETF
VictoryShares Core Intermediate Bond ETF stock logo
UITB
VictoryShares Core Intermediate Bond ETF
$4,876,405$354,390 7.8%103,5991.9%ETF
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$4,823,816$74,180 1.6%102,8751.9%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,485,581$34,283 0.8%28,3921.7%Computer and Technology
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$4,231,415$181,948 4.5%52,4661.6%ETF
IG
Principal Investment Grade Corporate Active ETF
$3,830,865$229,048 6.4%184,0941.5%ETF
iShares Fallen Angels USD Bond ETF stock logo
FALN
iShares Fallen Angels USD Bond ETF
$3,637,199$150,763 4.3%134,0161.4%Manufacturing
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$3,434,272$27,694 0.8%37,0791.3%ETF
Xtrackers S&P 500 Scored & Screened ETF stock logo
SNPE
Xtrackers S&P 500 Scored & Screened ETF
$2,786,381$112,922 4.2%50,3871.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$2,767,374$34,792 1.3%26,4871.1%ETF
iShares CMBS ETF stock logo
CMBS
iShares CMBS ETF
$2,610,090$73,080 2.9%53,5731.0%ETF
PIMCO ETF TR
$2,408,507$31,065 1.3%26,1280.9%ACTIVE BD ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,315,662$58,577 2.6%10,5550.9%Retail/Wholesale
Invesco BulletShares 2030 Municipal Bond ETF stock logo
BSMU
Invesco BulletShares 2030 Municipal Bond ETF
$2,262,015$584,521 -20.5%105,2100.9%Manufacturing
iShares BBB Rated Corporate Bond ETF stock logo
LQDB
iShares BBB Rated Corporate Bond ETF
$2,221,534$2,951 -0.1%25,5940.9%ETF
UMI
USCF Midstream Energy Income Fund
$2,143,137$1,455,696 211.8%42,0060.8%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,070,572$91,511 4.6%7,5120.8%Computer and Technology
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$2,063,043$31,005 1.5%25,9500.8%ETF
Apple Inc. stock logo
AAPL
Apple
$2,055,911$8,001 -0.4%10,0210.8%Computer and Technology
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$1,901,550$70,658 3.9%7,9660.7%ETF
SPROTT PHYSICAL GOLD TR
$1,877,548$252,587 -11.9%74,0650.7%UNIT
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$1,691,142$36,945 2.2%21,3310.7%ETF
TACK
Fairlead Tactical Sector ETF
$1,638,373$33,054 2.1%58,0430.6%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$1,567,067$52,928 3.5%17,2020.6%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,413,802$185,642 15.1%4,6380.5%Finance
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$1,310,2460.0%9,5360.5%Energy
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$1,272,114$48,434 4.0%23,0870.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,225,736$106,456 9.5%2,4640.5%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,203,686$17,380 -1.4%41,2080.5%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,199,324$8,673 0.7%17,2860.5%Computer and Technology
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$1,170,592$85,794 7.9%14,3810.5%Manufacturing
OPER
ClearShares Ultra-Short Maturity ETF
$1,087,145$39,968 3.8%10,8530.4%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,025,643$928,269 -47.5%4,9400.4%Computer and Technology
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$1,019,781$41,301 4.2%20,4940.4%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,008,949$16,710 1.7%9,3590.4%Energy
Western Asset Premier Bond Fund stock logo
WEA
Western Asset Premier Bond Fund
$992,921$8,138 0.8%91,5130.4%Financial Services
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$950,926$143,259 17.7%35,8840.4%ETF
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$939,036$40,447 4.5%45,8290.4%ETF
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$920,485$39,138 4.4%47,1560.4%ETF
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$917,891$39,320 4.5%46,7120.4%ETF
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$881,086$103,951 13.4%20,1390.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$836,281$39,858 5.0%1,1330.3%Computer and Technology
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$833,892$21,863 2.7%7,5520.3%ETF
RTX Corporation stock logo
RTX
RTX
$828,810$70,528 -7.8%5,6760.3%Aerospace
The Home Depot, Inc. stock logo
HD
Home Depot
$746,036$37,027 -4.7%2,0350.3%Retail/Wholesale
PACCAR Inc. stock logo
PCAR
PACCAR
$739,175$7,224 1.0%7,7760.3%Auto/Tires/Trucks
Accenture PLC stock logo
ACN
Accenture
$732,281$4,782 0.7%2,4500.3%Computer and Technology
AVIV
Avantis International Large Cap Value ETF
$728,941$56,632 8.4%11,7130.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$711,241$56,544 8.6%2,2390.3%Auto/Tires/Trucks
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$683,025$100,888 17.3%2,3560.3%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$650,361$4,987 -0.8%4,8250.3%ETF
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$625,8510.0%6,9990.2%Finance
EA SERIES TRUST
$624,228$194,013 45.1%19,3980.2%TBG DIVIDEND FOC
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$616,190$69,160 12.6%12,5270.2%ETF
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$616,161$219,267 55.2%19,2070.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$596,026$56,428 -8.6%3,2110.2%Medical
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$582,615$1,387 0.2%12,6030.2%Manufacturing
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$573,591$12,764,278 -95.7%24,5860.2%ETF
Vertiv Holdings Co. stock logo
VRT
Vertiv
$552,293$151,524 37.8%4,3010.2%Computer and Technology
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$525,470$40,598 8.4%28,1000.2%ETF
Ford Motor Company stock logo
F
Ford Motor
$507,223$6,901 1.4%46,7490.2%Auto/Tires/Trucks
Ecolab Inc. stock logo
ECL
Ecolab
$507,086$26,944 -5.0%1,8820.2%Basic Materials
VBND
Vident U.S. Bond Strategy ETF
$490,895$1,919 -0.4%11,2560.2%ETF
PALANTIR TECHNOLOGIES INC
$440,177$87,654 24.9%3,2290.2%CL A
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$433,411$10,544 -2.4%4,7680.2%Consumer Staples
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$430,9050.0%6940.2%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$418,128$133,622 47.0%4,2150.2%Finance
Chevron Corporation stock logo
CVX
Chevron
$399,275$63,729 -13.8%2,7880.2%Energy
ServiceNow, Inc. stock logo
NOW
ServiceNow
$369,081$63,741 20.9%3590.1%Computer and Technology
iShares Core 30/70 Conservative Allocation ETF stock logo
AOK
iShares Core 30/70 Conservative Allocation ETF
$367,2970.0%9,4010.1%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$354,5470.0%5,5450.1%ETF
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
$347,646$14,243 4.3%1,8550.1%Retail/Wholesale
INNOVATOR ETFS TRUST
$342,266$10,423 -3.0%12,1500.1%EQUITY DEFINED P
INNOVATOR ETFS TRUST
$340,4940.0%11,0550.1%U S EQ 10 BUFFER
Evercore Inc stock logo
EVR
Evercore
$330,2340.0%1,2230.1%Finance
KAYNE ANDERSON BDC INC
$328,9900.0%21,5590.1%COM SHS
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
$319,528$20,548 6.9%14,0730.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$302,281$2,337 -0.8%3880.1%Medical
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$299,864$126,189 -29.6%4,0730.1%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$297,4860.0%2,2530.1%Consumer Staples
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$279,637$1,632 0.6%2,0560.1%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$279,163$47,517 20.5%2820.1%Retail/Wholesale
ConocoPhillips stock logo
COP
ConocoPhillips
$266,395$1,615 0.6%2,9690.1%Energy
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$264,486$1,161 0.4%5,0130.1%Manufacturing
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$261,040$11,001 4.4%6,0510.1%ETF
Invesco BulletShares 2030 Corporate Bond ETF stock logo
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
$260,476$20,371 8.5%15,5230.1%Manufacturing
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$254,629$2,237 0.9%3,0730.1%Manufacturing
Deere & Company stock logo
DE
Deere & Company
$251,7030.0%4950.1%Industrials
W.P. Carey Inc. stock logo
WPC
W.P. Carey
$240,5370.0%3,8560.1%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$239,121$239,121 New Holding3,3800.1%Consumer Staples
ISHARES TR
$235,1030.0%8,6150.1%TOP 20 U S STOCK
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$228,2590.0%7,4400.1%ETF
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$219,729$11,620 5.6%2080.1%Energy

Showing largest 100 holdings. View all holdings.
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