Insight Wealth Partners, LLC Portfolio Holdings

Insight Wealth Partners, LLC

  • $577 Million
  • Q2 2024

Insight Wealth Partners, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $577 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $29.5M, Invesco Etsf Fd Tr Bulletshare with a value of $13.1M, Ishares Iboxx $ Investment Gra with a value of $9.91M, Fidelity Merrimack Str Tr Tota with a value of $6.97M, and Ishares Gold Trust with a value of $6.96M.

Examining the 13F form we can see an decrease of $3.59M in the current position value, from $581M to 577M.

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

Portfolio value $577 Million
ETFs: $547 Million
Technology: $12.3 Million
Financial Services: $4.42 Million
Energy: $3.68 Million
Consumer Cyclical: $3.66 Million
Industrials: $1.7 Million
Healthcare: $1.66 Million
Consumer Defensive: $852,000
Other: $1.29 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.5 Million 5.11% of portfolio
583,941
Q2 2024 Added 44.35%
$0
$13.1 Million 2.27% of portfolio
567,162
Q2 2024 Reduced 1.81%
$0
$9.91 Million 1.72% of portfolio
92,492
Q2 2024 Reduced 0.29%
$0
$6.97 Million 1.21% of portfolio
155,072
Q2 2024 Added 2.56%
$38.2B
$6.96 Million 1.21% of portfolio
158,355
Q2 2024 Added 1.18%
$0
$4.71 Million 0.82% of portfolio
32,278
Q2 2024 Reduced 0.58%
$0
$4.4 Million 0.76% of portfolio
41,235
Q2 2024 Reduced 4.0%
$282B
$4.22 Million 0.73% of portfolio
34,127
Q2 2024 Added 1,018.55%
$0
$3.89 Million 0.67% of portfolio
83,855
Q2 2024 Reduced 0.76%
$0
$2.99 Million 0.52% of portfolio
38,727
Q2 2024 Added 0.07%
$0
$2.96 Million 0.51% of portfolio
135,972
Q2 2024 Reduced 1.38%
$0
$2.89 Million 0.5% of portfolio
32,699
Q2 2024 Reduced 3.92%
$0
$2.67 Million 0.46% of portfolio
101,950
Q2 2024 Added 0.48%
$0
$2.52 Million 0.44% of portfolio
23,692
Q2 2024 Reduced 9.31%
$0
$2.5 Million 0.43% of portfolio
138,153
Q2 2024 Reduced 13.45%
$0
$2.19 Million 0.38% of portfolio
43,812
Q2 2024 Added 9.83%
$0
$2.04 Million 0.35% of portfolio
22,400
Q2 2024 Reduced 1.75%
$35.7B
$1.91 Million 0.33% of portfolio
9,536
Q2 2023 Added 0.69%
$1.86T
$1.91 Million 0.33% of portfolio
9,885
Q2 2024 Added 14.93%
$3.5T
$1.89 Million 0.33% of portfolio
8,950
Q2 2024 Reduced 4.65%
$0
$1.78 Million 0.31% of portfolio
87,011
Q2 2024 Added 5.88%
$177B
$1.81 Million 0.31% of portfolio
9,291
Q2 2024 Reduced 3.37%
$0
$1.73 Million 0.3% of portfolio
7,001
Q2 2024 Added 17.92%
$0
$1.51 Million 0.26% of portfolio
16,850
Q2 2024 Added 8.03%
$0
$1.36 Million 0.24% of portfolio
20,896
Q2 2024 Added 7.03%
$0
$1.34 Million 0.23% of portfolio
51,526
Q2 2024 Added 7.4%
$61.4B
$1.17 Million 0.2% of portfolio
727
Q2 2024 Added 13.24%
$0
$1.06 Million 0.18% of portfolio
13,687
Q2 2024 Reduced 12.94%
$3.17T
$1.01 Million 0.17% of portfolio
2,258
Q2 2024 Added 9.56%
$489B
$898,000 0.16% of portfolio
7,808
Q2 2024 Added 4.92%
$0
$869,000 0.15% of portfolio
82,844
Q2 2024 Reduced 2.3%
$0
$843,000 0.15% of portfolio
10,845
Q2 2024 Added 14.47%
$0
$814,000 0.14% of portfolio
14,941
Q2 2024 Added 52.47%
$0
$795,000 0.14% of portfolio
11,649
Q2 2024 Added 32.75%
$0
$790,000 0.14% of portfolio
10,969
Q2 2024 Added 14.89%
$197B
$792,000 0.14% of portfolio
16,683
Q4 2023 Added 1.21%
$34.5B
$781,000 0.14% of portfolio
7,596
Q2 2024 Added 0.13%
$207B
$806,000 0.14% of portfolio
2,658
Q2 2024 Reduced 14.48%
$765B
$733,000 0.13% of portfolio
810
Q2 2024 Added 184.21%
$0
$768,000 0.13% of portfolio
33,558
Q2 2024 Added 1.32%
$0
$726,000 0.13% of portfolio
7,201
Q2 2024 Added 39.04%
$0
$699,000 0.12% of portfolio
6,984
Q2 2024 Reduced 23.13%
$0
$710,000 0.12% of portfolio
34,767
Q2 2024 Added 1.57%
$168B
$680,000 0.12% of portfolio
6,783
Q2 2024 Added 2.66%
$0
$700,000 0.12% of portfolio
36,549
Q2 2024 Added 1.8%
$327B
$660,000 0.11% of portfolio
3,850
Q1 2024 Reduced 18.95%
$0
$659,000 0.11% of portfolio
29,049
Q2 2024 Reduced 13.31%
$0
$655,000 0.11% of portfolio
32,833
Q2 2024 Reduced 0.74%
$0
$648,000 0.11% of portfolio
33,733
Q2 2024 Added 1.49%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $577 Million
  • Prior Value $581 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 18, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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