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CIK: 0001627003
Total reported value
$744.8M
$744.8M
99 檔
49.2%
As reported in its official Q3 2024 Form 13F filing, Insight Wealth Partners, LLC's tracked investment portfolio stood at $744.8M with 99 total positions.
In Q3 2024, Insight Wealth Partners, LLC displayed an active expansion posture, initiating 12 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | 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 | 63.85% | -5.14% | -24.50% | |
| 2 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 2.62% | — | -0.22% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.38% | -0.58% | +15.22% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.78% | — | +1.12% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.68% | +0.56% | NEW | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.64% | -0.33% | -71.92% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 1.61% | -0.11% | +3.39% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.53% | -0.42% | +6.75% | |
| 9 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.22% | +0.06% | — | |
| 10 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.18% | +0.06% | — | |
| 11 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 1.16% | +3.85% | +11.43% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.93% | -0.28% | +3.66% | |
| 13 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.85% | -0.27% | +5.83% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | +0.09% | -12.86% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.66% | -0.17% | +7.11% | |
| 16 | IG | Prin Invest Grad CORP Etf-ui | ETF-Other | 0.64% | +0.05% | +73.87% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.62% | -0.15% | +3.38% | |
| 18 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.59% | -0.01% | -0.82% | |
| 19 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.58% | -0.12% | +5.48% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.52% | +0.05% | +26.34% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 0.52% | -0.13% | +2.12% | |
| 22 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.51% | -0.05% | -7.64% | |
| 23 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.48% | +0.07% | +5.25% | |
| 24 | CMBS | Ishares Cmbs ETF | ETF-Other | 0.45% | -0.14% | +5.39% | |
| 25 | ARKK | Ark Innovation ETF | ETF-Other | 0.45% | — | -1.23% | |
| 26 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.44% | -0.15% | +6.21% | |
| 27 | LQDB | Ishares Bbb Rate CORP Bond | ETF-Corp Bonds | 0.44% | +0.02% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.03% | +12.40% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | — | +108.37% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.38% | +0.07% | +0.72% | |
| 31 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.33% | +0.34% | +5.03% | |
| 32 | FANG | Diamondback Energy Inc | Stock-Energy | 0.32% | -0.04% | +0.03% | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.32% | +0.04% | -0.72% | |
| 34 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.29% | — | +1.03% | |
| 35 | TACK | Fairlead Tactical Sector ETF | ETF-Other | 0.29% | +0.01% | +1.56% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.26% | -0.06% | +50.97% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.26% | +0.02% | +72.56% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.25% | +0.11% | +898.49% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.23% | -0.10% | +8.01% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.02% | +17.46% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.21% | — | +14.97% | |
| 42 | AIRR | First Trust Rba American Ind | ETF-Other | 0.19% | +0.09% | +9.37% | |
| 43 | WEA | Western Asset Premier Bond | Stock-Other | 0.19% | -0.02% | +1.75% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.19% | +0.08% | +6.70% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.02% | +59.04% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.17% | — | -8.73% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.17% | +0.01% | +97.49% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.16% | -0.05% | +20.90% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.16% | -0.16% | EXIT | |
| 50 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.15% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JBND | Jpmorgan Active Bond ETF | +1.2% | NEW | New buy |
| 2 | UITB | Victoryshares Core Intermedi | +1.2% | NEW | New buy |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.7% | +15.22% | Add |
| 4 | LQDB | Ishares Bbb Rate CORP Bond | +0.4% | NEW | New buy |
| 5 | IAU | Ishares Gold Trust | +0.4% | +3.39% | Add |
| 6 | BSJQ | Invesco Bulletshares 2026 Hy | +0.4% | -0.22% | Trim |
| 7 | SPXL | Direxion Daily S&p 500 Bull | +0.3% | +11.43% | Add |
| 8 | IG | Prin Invest Grad CORP Etf-ui | +0.3% | +73.87% | Add |
| 9 | EFA | Ishares Msci Eafe ETF | +0.3% | +1.12% | Add |
| 10 | FBND | Fidelity Total Bond ETF | +0.3% | +6.75% | Add |
| 11 | EEM | Ishares Msci Emerging Market | +0.3% | +0.54% | Add |
| 12 | MSFT | Microsoft CORP | +0.2% | +108.37% | Add |
| 13 | AAPL | Apple Inc | +0.2% | +26.34% | Add |
| 14 | GTO | Invesco Total Return Bond Et | +0.2% | +5.83% | Add |
| 15 | TIP | Ishares Tips Bond ETF | +0.2% | +3.66% | Add |
| 16 | DBEF | Xtrackers Msci Eafe Hedged E | +0.2% | NEW | New buy |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +7.11% | Add |
| 18 | SCHG | Schwab US Large-cap Growth | +0.1% | +72.56% | Add |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +50.97% | Add |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +3.38% | Add |
| 21 | FALN | Ishares Fallen Angels ETF | +0.1% | +5.48% | Add |
| 22 | XLV | Ss Health Care Select Sector | +0.1% | +97.49% | Add |
| 23 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | +0.1% | +5.25% | Add |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +59.04% | Add |
| 25 | BOND | Pimco Active Bond Exchange-t | +0.1% | +6.21% | Add |
| 26 | CMBS | Ishares Cmbs ETF | +0.1% | +5.39% | Add |
| 27 | AMZN | Amazon.com Inc | +0.1% | +12.40% | Add |
| 28 | ARKK | Ark Innovation ETF | +0.1% | -1.23% | Trim |
| 29 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 30 | AGG | Ishares Core U.s. Aggregate | +0.1% | NEW | New buy |
| 31 | GLD | Spdr Gold Shares | +0.1% | +20.90% | Add |
| 32 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +14.97% | Add |
| 33 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +1.03% | Add |
| 34 | BX | Blackstone Inc | +0.1% | NEW | New buy |
| 35 | XOM | Exxon Mobil CORP | +0.1% | +17.46% | Add |
| 36 | AIRR | First Trust Rba American Ind | +0.1% | +9.37% | Add |
| 37 | CSCO | Cisco Systems Inc | +0.1% | +6.70% | Add |
| 38 | MSI | Motorola Solutions Inc | 0% | NEW | New buy |
| 39 | AXP | American Express Co | 0% | NEW | New buy |
| 40 | AOR | Ishares Core 60/40 Balanced | 0% | NEW | New buy |
| 41 | DE | Deere & Co | 0% | NEW | New buy |
| 42 | LRCXEUR | Lam Research CORP | 0% | NEW | New buy |
| 43 | IFRA | Ishares US Infrastructure | 0% | +31.61% | Add |
| 44 | FANG | Diamondback Energy Inc | 0% | +0.03% | Add |
| 45 | NVDA | Nvidia CORP | 0% | -12.86% | Trim |
| 46 | QRVO | Qorvo Inc | 0% | EXIT | Sold out |
| 47 | BND | Vanguard Total Bond Market | -0.1% | EXIT | Sold out |
| 48 | SILA | Sila Realty Trust Inc | -0.2% | EXIT | Sold out |
| 49 | JPST | Jpmorgan Ultra-short Income | -3.5% | -71.92% | Trim |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -6.4% | -24.50% | Trim |
According to official SEC Form 13F filings, Insight Wealth Partners, LLC reported a total U.S. public equity portfolio value of $744.8M across 99 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, BSJQ, LQD) accounted for 49.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
JBND
市值: $6.2M
Top Position Liquidated / Trimmed
SILA
前期市值: $993.2K
During Q3 2024, Insight Wealth Partners, LLC's top holdings by market value included SPY (63.9%)、BSJQ (2.6%)、LQD (2.4%). The largest single position, SPY, represented 63.9% of total portfolio value.
In Q3 2024, Insight Wealth Partners, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 30 positions, trimming 5 holdings, and fully liquidating 3 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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