Insight Wealth Partners, LLC Portfolio Holdings

Insight Wealth Partners, LLC

  • $498 Million
  • Q3 2024

Insight Wealth Partners, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $498 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Etsf Fd Tr Bulletshare with a value of $13.3M, Ishares Iboxx $ Investment Gra with a value of $12M, Jp Morgan ETF Tr Ultra Short I with a value of $8.32M, Ishares Gold Trust with a value of $8.14M, and Fidelity Merrimack Str Tr Tota with a value of $7.74M.

Examining the 13F form we can see an decrease of $79.3M in the current position value, from $577M to 498M.

Below you can find more details about Insight Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $498 Million
ETFs: $463 Million
Technology: $14 Million
Financial Services: $5.34 Million
Consumer Cyclical: $3.98 Million
Energy: $3.64 Million
Industrials: $2.04 Million
Healthcare: $1.7 Million
Consumer Defensive: $1.3 Million
Other: $1.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.3 Million 2.67% of portfolio
565,916
Q3 2024 Reduced 0.22%
$0
$12 Million 2.42% of portfolio
106,567
Q3 2024 Added 15.22%
$0
$8.32 Million 1.67% of portfolio
163,955
Q3 2024 Reduced 71.92%
$41.7B
$8.14 Million 1.63% of portfolio
163,724
Q3 2024 Added 3.39%
$0
$7.74 Million 1.55% of portfolio
165,542
Q3 2024 Added 6.75%
$0
$5.97 Million 1.2% of portfolio
124,491
Q3 2024 New
$0
$5.9 Million 1.18% of portfolio
35,967
Q3 2024 Added 11.43%
$0
$4.72 Million 0.95% of portfolio
42,745
Q3 2024 Added 3.66%
$0
$4.29 Million 0.86% of portfolio
88,747
Q3 2024 Added 5.83%
$343B
$3.61 Million 0.73% of portfolio
29,739
Q3 2024 Reduced 12.86%
$0
$3.33 Million 0.67% of portfolio
41,482
Q3 2024 Added 7.11%
$0
$3.24 Million 0.65% of portfolio
151,286
Q3 2024 Added 73.87%
$0
$3.16 Million 0.64% of portfolio
33,805
Q3 2024 Added 3.38%
$0
$2.99 Million 0.6% of portfolio
134,853
Q3 2024 Reduced 0.82%
$0
$2.94 Million 0.59% of portfolio
107,533
Q3 2024 Added 5.48%
$0
$2.63 Million 0.53% of portfolio
24,195
Q3 2024 Added 2.12%
$0
$2.6 Million 0.52% of portfolio
127,601
Q3 2024 Reduced 7.64%
$0
$2.42 Million 0.49% of portfolio
46,113
Q3 2024 Added 5.25%
$0
$2.29 Million 0.46% of portfolio
46,836
Q3 2024 Added 5.39%
$0
$2.25 Million 0.45% of portfolio
23,791
Q3 2024 Added 6.21%
$2.25T
$2.07 Million 0.42% of portfolio
11,111
Q3 2024 Added 12.4%
$3.17T
$2.02 Million 0.41% of portfolio
4,705
Q3 2024 Added 108.37%
$177B
$1.82 Million 0.37% of portfolio
9,358
Q3 2024 Added 0.72%
$0
$1.7 Million 0.34% of portfolio
7,353
Q3 2024 Added 5.03%
$28.6B
$1.64 Million 0.33% of portfolio
9,539
Q3 2024 Added 0.03%
$0
$1.61 Million 0.32% of portfolio
16,728
Q3 2024 Reduced 0.72%
$0
$1.49 Million 0.3% of portfolio
21,111
Q3 2024 Added 1.03%
$0
$1.47 Million 0.3% of portfolio
52,329
Q3 2024 Added 1.56%
$0
$1.3 Million 0.26% of portfolio
22,556
Q3 2024 Added 50.97%
$0
$1.29 Million 0.26% of portfolio
12,426
Q3 2024 Added 72.56%
$95.4B
$1.25 Million 0.25% of portfolio
7,259
Q3 2024 Added 898.49%
$0
$1.17 Million 0.24% of portfolio
14,784
Q3 2024 Added 8.01%
$441B
$1.08 Million 0.22% of portfolio
9,171
Q3 2024 Added 17.46%
$0
$1.05 Million 0.21% of portfolio
12,469
Q3 2024 Added 14.97%
$0
$950,000 0.19% of portfolio
84,295
Q3 2024 Added 1.75%
$1.35T
$931,000 0.19% of portfolio
1,627
Q3 2024 Added 59.04%
$243B
$947,000 0.19% of portfolio
17,801
Q3 2024 Added 6.7%
$0
$951,000 0.19% of portfolio
12,740
Q3 2024 Added 9.37%
$83B
$826,000 0.17% of portfolio
3,401
Q3 2024 Added 20.9%
$0
$848,000 0.17% of portfolio
5,506
Q3 2024 Added 97.49%
$222B
$857,000 0.17% of portfolio
2,426
Q3 2024 Reduced 8.73%
$169B
$807,000 0.16% of portfolio
6,669
Q3 2024 Reduced 1.68%
$0
$775,000 0.16% of portfolio
33,558
Q2 2024 Added 1.32%
$312B
$761,000 0.15% of portfolio
3,854
Q3 2024 Added 0.1%
$0
$768,000 0.15% of portfolio
18,293
Q3 2024 New
$399B
$741,000 0.15% of portfolio
1,831
Q3 2024 Added 0.22%
$36B
$759,000 0.15% of portfolio
7,700
Q3 2024 Added 1.37%
$735B
$715,000 0.14% of portfolio
808
Q3 2024 Reduced 0.25%
$0
$714,000 0.14% of portfolio
36,549
Q2 2024 Added 1.8%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $498 Million
  • Prior Value $577 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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