Insight Wealth Partners, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $581 Million distributed in 88 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 $20.4M, Texas Pacific Land Corp with a value of $14.2M, Invesco Etsf Fd Tr Bulletshare with a value of $13.4M, Ishares Iboxx $ Investment Gra with a value of $10.1M, and Fidelity Merrimack Str Tr Tota with a value of $6.85M.

Examining the 13F form we can see an increase of $3.92M in the current position value, from $577M to 581M.

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

Portfolio value $581 Million
ETFs: $539 Million
Energy: $17.9 Million
Technology: $10.1 Million
Financial Services: $4.72 Million
Consumer Cyclical: $2.86 Million
Industrials: $1.58 Million
Healthcare: $1.48 Million
Consumer Defensive: $819,000
Other: $1.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $581 Million
  • Prior Value $577 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 11 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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