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CIK: 0001627003
Total reported value
$744.8M
$744.8M
87 檔
63.7%
According to the latest 13F quarterly dataset, Insight Wealth Partners, LLC managed an equity portfolio of $744.8M at the end of Q1 2024, spanning 87 distinct U.S. exchange-listed positions.
During Q1 2024, Insight Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, JPST, TPL) accounted for 63.7% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 71.67% | -5.14% | -12.83% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.51% | -0.33% | +19.85% | |
| 3 | TPL | Texas Pacific Land CORP | Stock-Energy | 2.45% | — | +200.00% | |
| 4 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 2.31% | — | -0.37% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.74% | -0.58% | +8.50% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.18% | -0.42% | +21.44% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 1.13% | -0.11% | +0.50% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.02% | +0.56% | NEW | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.79% | -0.28% | +20.44% | |
| 10 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.75% | +3.85% | +7.19% | |
| 11 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.68% | -0.27% | +22.70% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.53% | -0.15% | +5.95% | |
| 13 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.53% | -0.01% | -18.38% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.52% | -0.17% | +15.97% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 0.48% | -0.13% | +24.71% | |
| 16 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.48% | -0.05% | -1.02% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.09% | +20.64% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.47% | — | -0.58% | |
| 19 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.47% | -0.12% | +10.52% | |
| 20 | ARKK | Ark Innovation ETF | ETF-Other | 0.42% | — | +1.03% | |
| 21 | CMBS | Ishares Cmbs ETF | ETF-Other | 0.36% | -0.14% | +21.77% | |
| 22 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.36% | -0.15% | +21.80% | |
| 23 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.33% | +0.07% | +15.87% | |
| 24 | FANG | Diamondback Energy Inc | Stock-Energy | 0.33% | -0.04% | — | |
| 25 | IG | Prin Invest Grad CORP Etf-ui | ETF-Other | 0.29% | +0.05% | +24.73% | |
| 26 | TXN | Texas Instruments Inc | Stock-Tech | 0.29% | +0.07% | +3.27% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.28% | +0.05% | +18.90% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | +0.03% | +10.21% | |
| 29 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.25% | +0.04% | +21.84% | |
| 30 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.23% | +0.34% | +259.17% | |
| 31 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.22% | — | +23.17% | |
| 32 | TACK | Fairlead Tactical Sector ETF | ETF-Other | 0.22% | +0.01% | +14.03% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.21% | -0.10% | +49.57% | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.19% | — | -20.84% | |
| 35 | PCAR | Paccar Inc | Stock-Industrials | 0.16% | — | +0.15% | |
| 36 | OPER | Clearshares Ultra-short Matu | ETF-Other | 0.16% | -0.01% | -26.86% | |
| 37 | WEA | Western Asset Premier Bond | Stock-Other | 0.16% | -0.02% | -2.47% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | — | +4.30% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.02% | +0.04% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | +0.11% | +37.47% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.14% | +0.08% | — | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.13% | — | +48.45% | |
| 43 | BSJO | Invesco Bulletshares 2024 Hy | ETF-Other | 0.13% | — | -2.71% | |
| 44 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.13% | — | -2.74% | |
| 45 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.13% | -0.01% | -23.04% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | -0.01% | -18.95% | |
| 47 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.12% | — | -2.92% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.12% | — | — | |
| 49 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.12% | -0.01% | -3.81% | |
| 50 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.11% | — | -3.94% |
According to official SEC Form 13F filings, Insight Wealth Partners, LLC reported a total U.S. public equity portfolio value of $744.8M across 87 disclosed positions in Q1 2024.
During Q1 2024, Insight Wealth Partners, LLC's top holdings by market value included SPY (71.7%)、JPST (3.5%)、TPL (2.5%). The largest single position, SPY, represented 71.7% of total portfolio value.
In Q1 2024, Insight Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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