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CIK: 0001627003
Total reported value
$744.8M
$744.8M
107 檔
63.5%
In Q1 2025, Insight Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $744.8M, distributed across 107 disclosed stock positions.
In Q1 2025, Insight Wealth Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 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 | 71.33% | -5.14% | -19.34% | |
| 2 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 2.21% | — | +1.10% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.20% | -0.58% | +7.69% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 1.57% | -0.11% | -5.83% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.42% | -0.42% | +1.61% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.42% | -0.33% | +3.89% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.85% | -0.28% | +0.17% | |
| 8 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.79% | -0.27% | +1.58% | |
| 9 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.78% | +0.06% | -0.71% | |
| 10 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.75% | +0.06% | -0.67% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.66% | -0.17% | +4.53% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.61% | +0.56% | NEW | |
| 13 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.61% | +3.85% | -1.36% | |
| 14 | IG | Prin Invest Grad CORP Etf-ui | ETF-Other | 0.60% | +0.05% | +9.34% | |
| 15 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.57% | -0.12% | +4.26% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.55% | -0.15% | +1.13% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.09% | -6.89% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.48% | — | -52.24% | |
| 19 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.48% | -0.01% | -1.01% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 0.46% | -0.13% | -0.77% | |
| 21 | CMBS | Ishares Cmbs ETF | ETF-Other | 0.42% | -0.14% | +0.60% | |
| 22 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.41% | +0.07% | +3.90% | |
| 23 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.40% | -0.15% | +0.95% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.37% | +0.05% | +3.38% | |
| 25 | LQDB | Ishares Bbb Rate CORP Bond | ETF-Corp Bonds | 0.37% | +0.02% | -0.09% | |
| 26 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.34% | -0.05% | -18.27% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.34% | -0.10% | +59.03% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.03% | +1.55% | |
| 29 | TXN | Texas Instruments Inc | Stock-Tech | 0.28% | +0.07% | +6.22% | |
| 30 | TACK | Fairlead Tactical Sector ETF | ETF-Other | 0.26% | +0.01% | +9.70% | |
| 31 | FANG | Diamondback Energy Inc | Stock-Energy | 0.25% | -0.04% | — | |
| 32 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.24% | — | -1.17% | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.24% | +0.04% | -0.43% | |
| 34 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.24% | +0.34% | +3.90% | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.20% | -0.06% | -0.60% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | +0.11% | -1.45% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.19% | -0.05% | +18.05% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.02% | +0.47% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.18% | +0.08% | -0.97% | |
| 40 | OPER | Clearshares Ultra-short Matu | ETF-Other | 0.17% | -0.01% | +52.72% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.17% | +0.02% | -5.93% | |
| 42 | WEA | Western Asset Premier Bond | Stock-Other | 0.17% | -0.02% | +2.25% | |
| 43 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.16% | -0.01% | +69.30% | |
| 44 | AIRR | First Trust Rba American Ind | ETF-Other | 0.15% | +0.09% | +4.53% | |
| 45 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.15% | — | +14.96% | |
| 46 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.15% | -0.01% | +8.59% | |
| 47 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.15% | — | +15.40% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.14% | — | -6.20% | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | — | -20.63% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.14% | -0.16% | EXIT |
According to official SEC Form 13F filings, Insight Wealth Partners, LLC reported a total U.S. public equity portfolio value of $744.8M across 107 disclosed positions in Q1 2025.
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 63.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $428.5M
During Q1 2025, Insight Wealth Partners, LLC's top holdings by market value included SPY (71.3%)、BSJQ (2.2%)、LQD (2.2%). The largest single position, SPY, represented 71.3% of total portfolio value.
In Q1 2025, Insight Wealth Partners, LLC made 50 total portfolio adjustments, initiating 50 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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