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CIK: 0001627003
Total reported value
$744.8M
$744.8M
90 檔
62.7%
At the close of Q2 2024, Insight Wealth Partners, LLC disclosed equity holdings valued at approximately $744.8M, spread across 90 reported holdings.
During Q2 2024, Insight Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | 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 | 70.23% | -5.14% | -6.23% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.10% | -0.33% | +44.35% | |
| 3 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 2.26% | — | -1.81% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.71% | -0.58% | -0.29% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.45% | — | +211.37% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.36% | +0.56% | NEW | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.21% | -0.42% | +2.56% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 1.20% | -0.11% | +1.18% | |
| 9 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.82% | +3.85% | -0.58% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.76% | -0.28% | -4.00% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.09% | +1018.55% | |
| 12 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.67% | -0.27% | -0.76% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.52% | -0.17% | +0.07% | |
| 14 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.51% | -0.01% | -1.38% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.50% | -0.15% | -3.92% | |
| 16 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.46% | -0.12% | +0.47% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 0.44% | -0.13% | -9.31% | |
| 18 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.43% | -0.05% | -13.45% | |
| 19 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.38% | +0.07% | +9.83% | |
| 20 | ARKK | Ark Innovation ETF | ETF-Other | 0.37% | — | -0.61% | |
| 21 | CMBS | Ishares Cmbs ETF | ETF-Other | 0.36% | -0.14% | -0.93% | |
| 22 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.35% | -0.15% | -1.75% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.03% | +14.93% | |
| 24 | FANG | Diamondback Energy Inc | Stock-Energy | 0.33% | -0.04% | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.33% | +0.05% | -4.65% | |
| 26 | TXN | Texas Instruments Inc | Stock-Tech | 0.31% | +0.07% | -3.37% | |
| 27 | IG | Prin Invest Grad CORP Etf-ui | ETF-Other | 0.31% | +0.05% | +5.88% | |
| 28 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.30% | +0.34% | +17.92% | |
| 29 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.26% | +0.04% | +8.03% | |
| 30 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.23% | — | +7.03% | |
| 31 | TACK | Fairlead Tactical Sector ETF | ETF-Other | 0.23% | +0.01% | +7.40% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | +0.11% | +13.24% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.18% | -0.10% | -12.94% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | — | +9.56% | |
| 35 | SILA | Sila Realty Trust Inc | Stock-Other | 0.17% | — | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.02% | +4.92% | |
| 37 | WEA | Western Asset Premier Bond | Stock-Other | 0.15% | -0.02% | -2.30% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.15% | — | +14.47% | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.14% | -0.06% | +52.47% | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.14% | — | -14.48% | |
| 41 | AIRR | First Trust Rba American Ind | ETF-Other | 0.14% | +0.09% | +32.75% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.14% | +0.08% | — | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.14% | — | +14.89% | |
| 44 | PCAR | Paccar Inc | Stock-Industrials | 0.14% | — | +0.13% | |
| 45 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.13% | — | +1.32% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.13% | — | +184.21% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.13% | +0.02% | +39.04% | |
| 48 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.12% | — | +1.57% | |
| 49 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.12% | -0.01% | +1.80% | |
| 50 | OPER | Clearshares Ultra-short Matu | ETF-Other | 0.12% | -0.01% | -23.13% |
According to official SEC Form 13F filings, Insight Wealth Partners, LLC reported a total U.S. public equity portfolio value of $744.8M across 90 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, JPST, BSJQ) accounted for 62.7% of total reported equity market value during Q2 2024.
During Q2 2024, Insight Wealth Partners, LLC's top holdings by market value included SPY (70.2%)、JPST (5.1%)、BSJQ (2.3%). The largest single position, SPY, represented 70.2% of total portfolio value.
In Q2 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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