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CIK: 0001627003
Total reported value
$744.8M
$744.8M
107 檔
18.1%
During the Q2 2025 filing period, Insight Wealth Partners, LLC (CIK: 0001627003) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $744.8M across 107 reported positions.
In Q2 2025, Insight Wealth Partners, LLC displayed an active expansion posture, initiating 6 new positions and adding to 26 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 | 30.34% | -5.14% | -2.78% | |
| 2 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 7.79% | +3.85% | +346.44% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 6.10% | -0.33% | +84.47% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 4.55% | -0.58% | -12.04% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.43% | -0.42% | +2.98% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 2.17% | -0.11% | -44.04% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.99% | -0.28% | +0.93% | |
| 8 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.96% | +0.06% | +7.39% | |
| 9 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.89% | +0.06% | +7.84% | |
| 10 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.87% | -0.27% | +1.56% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.09% | +0.77% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.64% | -0.17% | +4.49% | |
| 13 | IG | Prin Invest Grad CORP Etf-ui | ETF-Other | 1.49% | +0.05% | +6.36% | |
| 14 | FALN | Ishares Fallen Angels ETF | ETF-Other | 1.41% | -0.12% | +4.32% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.33% | -0.15% | +0.81% | |
| 16 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 1.08% | +0.07% | +4.22% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.07% | -0.13% | +1.27% | |
| 18 | CMBS | Ishares Cmbs ETF | ETF-Other | 1.01% | -0.14% | +2.88% | |
| 19 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.93% | -0.15% | +1.31% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | +0.03% | +2.60% | |
| 21 | BSMU | Invesco Bulletshares 2030 Mb | ETF-Other | 0.88% | -0.01% | -20.53% | |
| 22 | LQDB | Ishares Bbb Rate CORP Bond | ETF-Corp Bonds | 0.86% | +0.02% | -0.13% | |
| 23 | UMI | Uscf Midstream Energy Income | ETF-Other | 0.83% | +0.02% | +211.76% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.11% | +4.62% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.80% | -0.10% | +1.53% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.05% | -0.39% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.74% | +0.34% | +3.86% | |
| 28 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.73% | -0.05% | -11.86% | |
| 29 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.66% | — | +2.23% | |
| 30 | TACK | Fairlead Tactical Sector ETF | ETF-Other | 0.64% | +0.01% | +2.06% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.61% | +0.04% | +3.50% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.55% | -0.05% | +15.12% | |
| 33 | FANG | Diamondback Energy Inc | Stock-Energy | 0.51% | -0.04% | — | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.49% | -0.06% | +3.96% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | — | +9.51% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | +0.02% | -1.42% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | +0.08% | +0.73% | |
| 38 | AIRR | First Trust Rba American Ind | ETF-Other | 0.45% | +0.09% | +7.91% | |
| 39 | OPER | Clearshares Ultra-short Matu | ETF-Other | 0.42% | -0.01% | +3.82% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.40% | +0.07% | -47.51% | |
| 41 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.40% | -0.01% | +4.22% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.02% | +1.68% | |
| 43 | WEA | Western Asset Premier Bond | Stock-Other | 0.39% | -0.02% | +0.83% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.37% | — | +17.74% | |
| 45 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.36% | — | +4.50% | |
| 46 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.36% | -0.01% | +4.44% | |
| 47 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.36% | — | +4.48% | |
| 48 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.34% | +0.05% | +13.38% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.02% | +5.00% | |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.32% | — | +2.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPXL | Direxion Daily S&p 500 Bull | +7.2% | +346.44% | Add |
| 2 | JPST | Jpmorgan Ultra-short Income | +4.7% | +84.47% | Add |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +2.4% | -12.04% | Trim |
| 4 | FBND | Fidelity Total Bond ETF | +2% | +2.98% | Add |
| 5 | NVDA | Nvidia CORP | +1.2% | +0.77% | Add |
| 6 | JBND | Jpmorgan Active Bond ETF | +1.2% | +7.39% | Add |
| 7 | UITB | Victoryshares Core Intermedi | +1.1% | +7.84% | Add |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +1% | +4.49% | Add |
| 9 | IG | Prin Invest Grad CORP Etf-ui | +0.9% | +6.36% | Add |
| 10 | FALN | Ishares Fallen Angels ETF | +0.8% | +4.32% | Add |
| 11 | UMI | Uscf Midstream Energy Income | +0.7% | +211.76% | Add |
| 12 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | +0.7% | +4.22% | Add |
| 13 | IAU | Ishares Gold Trust | +0.6% | -44.04% | Trim |
| 14 | AVGO | Broadcom Inc | +0.6% | +4.62% | Add |
| 15 | AMZN | Amazon.com Inc | +0.6% | +2.60% | Add |
| 16 | SOXX | Ishares Semiconductor ETF | +0.5% | +3.86% | Add |
| 17 | AAPL | Apple Inc | +0.4% | -0.39% | Trim |
| 18 | AVDV | Avantis Intl S/c Value ETF | +0.4% | +2.23% | Add |
| 19 | BSMU | Invesco Bulletshares 2030 Mb | +0.4% | -20.53% | Trim |
| 20 | PHYS | Sprott Physical Gold Trust | +0.4% | -11.86% | Trim |
| 21 | GLD | Spdr Gold Shares | +0.4% | +15.12% | Add |
| 22 | MSFT | Microsoft CORP | +0.3% | +9.51% | Add |
| 23 | AIRR | First Trust Rba American Ind | +0.3% | +7.91% | Add |
| 24 | SCHG | Schwab US Large-cap Growth | +0.3% | -1.42% | Trim |
| 25 | CSCO | Cisco Systems Inc | +0.3% | +0.73% | Add |
| 26 | FANG | Diamondback Energy Inc | +0.3% | — | Unchanged |
| 27 | META | Meta Platforms Inc-class A | +0.2% | +5.00% | Add |
| 28 | JPM | Jpmorgan Chase & Co | +0.2% | +17.33% | Add |
| 29 | TSLA | Tesla Inc | +0.2% | +8.64% | Add |
| 30 | BALT | Inn Defined Wealth Shield | +0.2% | +55.25% | Add |
| 31 | VRT | Vertiv Holdings Co-a | +0.2% | +37.81% | Add |
| 32 | TBG | Tbg Dividend Focus ETF | +0.2% | +45.10% | Add |
| 33 | PLTR | Palantir Technologies Inc-a | +0.1% | +24.86% | Add |
| 34 | TXN | Texas Instruments Inc | +0.1% | -47.51% | Trim |
| 35 | ABBV | Abbvie Inc | +0.1% | -8.65% | Trim |
| 36 | KO | Coca-cola Co/the | +0.1% | NEW | New buy |
| 37 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | New buy |
| 39 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 40 | EPD | Enterprise Products Partners | +0.1% | NEW | New buy |
| 41 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 42 | CVX | Chevron CORP | +0.1% | -13.76% | Trim |
| 43 | BP | Bp Plc-spons Adr | 0% | EXIT | Sold out |
| 44 | EALT | Innovator US Eqty 5to15 Buff | -0.1% | EXIT | Sold out |
| 45 | BSCP | Invesco Bulletshares 2025 Cb | -0.1% | EXIT | Sold out |
| 46 | BSJP | Invesco Bulletshares 2025 Hy | -0.1% | EXIT | Sold out |
| 47 | EFA | Ishares Msci Eafe ETF | -0.5% | EXIT | Sold out |
| 48 | EEM | Ishares Msci Emerging Market | -0.6% | EXIT | Sold out |
| 49 | BSJQ | Invesco Bulletshares 2026 Hy | -2% | -95.70% | Trim |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -41% | -2.78% | 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 107 disclosed positions in Q2 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, SPXL, JPST) accounted for 18.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
KO
市值: $239.1K
Top Position Liquidated / Trimmed
EEM
前期市值: $3.7M
During Q2 2025, Insight Wealth Partners, LLC's top holdings by market value included SPY (30.3%)、SPXL (7.8%)、JPST (6.1%). The largest single position, SPY, represented 30.3% of total portfolio value.
In Q2 2025, Insight Wealth Partners, LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 26 positions, trimming 11 holdings, and fully liquidating 6 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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