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CIK: 0001627003
Total reported value
$744.8M
$744.8M
94 檔
80.4%
The Q4 2024 SEC filing reveals that Insight Wealth Partners, LLC held a total portfolio value of $744.8M, covering 94 public equity positions.
Insight Wealth Partners, LLC executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 9 holdings and trimming 17 positions.
| # | 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 | 76.24% | -5.14% | +68.54% | |
| 2 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 1.80% | — | -0.07% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.65% | -0.58% | +5.94% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 1.15% | -0.11% | +3.71% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.13% | -0.42% | +11.39% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.12% | -0.33% | -1.24% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.06% | +0.56% | NEW | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.76% | — | -31.94% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.67% | -0.28% | +7.92% | |
| 10 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.63% | +0.06% | -21.59% | |
| 11 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.63% | -0.27% | +12.36% | |
| 12 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.61% | +0.06% | -22.31% | |
| 13 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.61% | +3.85% | -27.01% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.09% | +1.75% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.52% | -0.17% | +15.79% | |
| 16 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.45% | -0.12% | +14.58% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.44% | -0.15% | +7.59% | |
| 18 | IG | Prin Invest Grad CORP Etf-ui | ETF-Other | 0.44% | +0.05% | +4.64% | |
| 19 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.40% | -0.01% | -0.82% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 0.38% | -0.13% | +8.93% | |
| 21 | ARKK | Ark Innovation ETF | ETF-Other | 0.37% | — | — | |
| 22 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.34% | +0.07% | +0.91% | |
| 23 | CMBS | Ishares Cmbs ETF | ETF-Other | 0.33% | -0.14% | +10.51% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.33% | +0.05% | -13.94% | |
| 25 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.32% | -0.15% | +7.39% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.03% | -8.82% | |
| 27 | LQDB | Ishares Bbb Rate CORP Bond | ETF-Corp Bonds | 0.30% | +0.02% | +2.44% | |
| 28 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.28% | -0.05% | -19.42% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | +0.11% | +0.37% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.23% | +0.07% | -5.32% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.22% | +0.04% | -0.22% | |
| 32 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.22% | +0.34% | +0.39% | |
| 33 | FANG | Diamondback Energy Inc | Stock-Energy | 0.21% | -0.04% | -0.03% | |
| 34 | TACK | Fairlead Tactical Sector ETF | ETF-Other | 0.19% | +0.01% | -0.93% | |
| 35 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.19% | — | +0.00% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.17% | -0.06% | -0.94% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.17% | -0.10% | +8.71% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.17% | +0.02% | +257.61% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | — | -39.74% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.14% | +0.08% | -2.65% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.02% | -0.11% | |
| 42 | AIRR | First Trust Rba American Ind | ETF-Other | 0.13% | +0.09% | +0.07% | |
| 43 | WEA | Western Asset Premier Bond | Stock-Other | 0.13% | -0.02% | +5.30% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.12% | — | +160.58% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.12% | — | +0.54% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.11% | -0.05% | +0.35% | |
| 47 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.11% | -0.01% | +13.76% | |
| 48 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.11% | — | +3.99% | |
| 49 | PCAR | Paccar Inc | Stock-Industrials | 0.11% | — | — | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.11% | -0.16% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +12.4% | +68.54% | Add |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | 0% | NEW | New buy |
| 4 | UIS | Unisys CORP | 0% | NEW | New buy |
| 5 | TPL | Texas Pacific Land CORP | 0% | NEW | New buy |
| 6 | TSLA | Tesla Inc | 0% | +1.32% | Add |
| 7 | AGG | Ishares Core U.s. Aggregate | — | +50.20% | Add |
| 8 | AVGO | Broadcom Inc | 0% | +0.37% | Add |
| 9 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +16.19% | Add |
| 10 | BSCQ | Invesco Bulletshares 2026 Cb | 0% | +13.76% | Add |
| 11 | MSI | Motorola Solutions Inc | 0% | EXIT | Sold out |
| 12 | XLE | Ss Energy Select Sector | 0% | EXIT | Sold out |
| 13 | AXP | American Express Co | 0% | EXIT | Sold out |
| 14 | JPIE | Jpmorgan Income ETF | 0% | EXIT | Sold out |
| 15 | ORCL | Oracle CORP | 0% | EXIT | Sold out |
| 16 | BP | Bp Plc-spons Adr | 0% | EXIT | Sold out |
| 17 | LRCXEUR | Lam Research CORP | 0% | EXIT | Sold out |
| 18 | PEP | Pepsico Inc | 0% | -16.18% | Trim |
| 19 | VIDI | Vident Intl Eqty Strat ETF | -0.1% | EXIT | Sold out |
| 20 | IXC | Ishares Global Energy ETF | -0.1% | -20.07% | Trim |
| 21 | XLV | Ss Health Care Select Sector | -0.1% | -6.90% | Trim |
| 22 | XOM | Exxon Mobil CORP | -0.1% | -0.11% | Trim |
| 23 | ARKK | Ark Innovation ETF | -0.1% | — | Unchanged |
| 24 | META | Meta Platforms Inc-class A | -0.1% | -29.87% | Trim |
| 25 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +160.58% | Add |
| 26 | LLY | Eli Lilly & Co | -0.1% | -49.26% | Trim |
| 27 | AVDV | Avantis Intl S/c Value ETF | -0.1% | +0.00% | Add |
| 28 | AMZN | Amazon.com Inc | -0.1% | -8.82% | Trim |
| 29 | SOXX | Ishares Semiconductor ETF | -0.1% | +0.39% | Add |
| 30 | CMBS | Ishares Cmbs ETF | -0.1% | +10.51% | Add |
| 31 | BSJO | Invesco Bulletshares 2024 Hy | -0.1% | EXIT | Sold out |
| 32 | FALN | Ishares Fallen Angels ETF | -0.1% | +14.58% | Add |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | +15.79% | Add |
| 34 | MUB | Ishares National Muni Bond E | -0.1% | +8.93% | Add |
| 35 | NVDA | Nvidia CORP | -0.2% | +1.75% | Add |
| 36 | TXN | Texas Instruments Inc | -0.2% | -5.32% | Trim |
| 37 | AAPL | Apple Inc | -0.2% | -13.94% | Trim |
| 38 | GTO | Invesco Total Return Bond Et | -0.2% | +12.36% | Add |
| 39 | PHYS | Sprott Physical Gold Trust | -0.2% | -19.42% | Trim |
| 40 | MSFT | Microsoft CORP | -0.2% | -39.74% | Trim |
| 41 | TIP | Ishares Tips Bond ETF | -0.3% | +7.92% | Add |
| 42 | FBND | Fidelity Total Bond ETF | -0.4% | +11.39% | Add |
| 43 | IAU | Ishares Gold Trust | -0.5% | +3.71% | Add |
| 44 | JPST | Jpmorgan Ultra-short Income | -0.5% | -1.24% | Trim |
| 45 | SPXL | Direxion Daily S&p 500 Bull | -0.6% | -27.01% | Trim |
| 46 | UITB | Victoryshares Core Intermedi | -0.6% | -22.31% | Trim |
| 47 | JBND | Jpmorgan Active Bond ETF | -0.6% | -21.59% | Trim |
| 48 | EEM | Ishares Msci Emerging Market | -0.6% | +0.27% | Add |
| 49 | BSJQ | Invesco Bulletshares 2026 Hy | -0.8% | -0.07% | Trim |
| 50 | EFA | Ishares Msci Eafe ETF | -1% | -31.94% | 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 94 disclosed positions in Q4 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 80.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
IGSB
市值: $260.4K
Top Position Liquidated / Trimmed
BSJO
前期市值: $660.0K
During Q4 2024, Insight Wealth Partners, LLC's top holdings by market value included SPY (76.2%)、BSJQ (1.8%)、LQD (1.6%). The largest single position, SPY, represented 76.2% of total portfolio value.
In Q4 2024, Insight Wealth Partners, LLC made 49 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 17 holdings, and fully liquidating 9 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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