Insight Wealth Partners, LLC Portfolio Holdings

Insight Wealth Partners, LLC

$592 Million
Q1 2025

Insight Wealth Partners, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $592 Million distributed in 108 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 $13.2M, Ishares Gold Trust with a value of $9.43M, Fidelity Merrimack Str Tr Tota with a value of $8.55M, and Jp Morgan ETF Tr Ultra Short I with a value of $8.52M.

Examining the 13F form we can see an decrease of $131M in the current position value, from $723M to 592M.

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

Portfolio value $592 Million

ETFs: $561 Million

Technology: $11.6 Million

Financial Services: $4.3 Million

Consumer Cyclical: $4.03 Million

Energy: $3.95 Million

Industrials: $2.07 Million

Healthcare: $1.33 Million

Consumer Defensive: $1.02 Million

Other: $1.37 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BSJQ Invesco Etsf Fd Tr Bulletshare ETFs	$0	$13.3 Million 2.24% of portfolio	571,705	Q1 2025 Added 1.1%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$13.2 Million 2.23% of portfolio	121,581	Q1 2025 Added 7.69%
IAU Ishares Gold Trust ETFs	$53.5B	$9.43 Million 1.59% of portfolio	159,906	Q1 2025 Reduced 5.83%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$8.55 Million 1.45% of portfolio	187,361	Q1 2025 Added 1.61%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$8.52 Million 1.44% of portfolio	168,211	Q1 2025 Added 3.89%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$5.13 Million 0.87% of portfolio	46,209	Q1 2025 Added 0.17%
GTO Invesco Actively Managed ETF T ETFs	$0	$4.75 Million 0.8% of portfolio	101,293	Q1 2025 Added 1.58%
UITB Usaa ETF Tr Core Intermediate ETFs	$0	$4.51 Million 0.76% of portfolio	96,070	Q1 2025 Reduced 0.67%
HYG Ishares Tr ETFs	$0	$3.96 Million 0.67% of portfolio	50,210	Q1 2025 Added 4.53%
SPXL Direxion Daily S&P 500 Bull 3 X ETFs	$0	$3.64 Million 0.61% of portfolio	25,897	Q1 2025 Reduced 1.36%
IG Principal Fds Principal Invt G ETFs	$0	$3.58 Million 0.6% of portfolio	173,087	Q1 2025 Added 9.34%
FALN Ishares Tr Fallen Angels Usd B ETFs	$0	$3.44 Million 0.58% of portfolio	128,461	Q1 2025 Added 4.26%
EMB Ishares Tr ETFs	$0	$3.33 Million 0.56% of portfolio	36,780	Q1 2025 Added 1.13%
NVDA Nvidia Corp Technology	$409B	$3.05 Million 0.52% of portfolio	28,175	Q1 2025 Reduced 6.89%
BSMU Invesco Exchange Self Ind Tr ETFs	$0	$2.86 Million 0.48% of portfolio	132,397	Q1 2025 Reduced 1.01%
MUB Ishares National Muni Bond ETF ETFs	$0	$2.76 Million 0.47% of portfolio	26,154	Q1 2025 Reduced 0.77%
CMBS Ishares Cmbs ETF ETFs	$0	$2.5 Million 0.42% of portfolio	52,073	Q1 2025 Added 0.6%
SNPE Dbx ETF Tr Xtrackers S&P 500 E ETFs	$0	$2.44 Million 0.41% of portfolio	48,345	Q1 2025 Added 3.9%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$2.38 Million 0.4% of portfolio	25,791	Q1 2025 Added 0.95%
AAPL Apple Inc. Technology	$3.35T	$2.23 Million 0.38% of portfolio	10,060	Q1 2025 Added 3.38%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$2.02 Million 0.34% of portfolio	25,560	Q1 2025 Added 59.03%
PHYS Sprott Physical Gold Trust Financial Services	$0	$2.02 Million 0.34% of portfolio	84,029	Q1 2025 Reduced 18.27%
AMZN Amazon Com Inc Consumer Cyclical	$2.3T	$1.96 Million 0.33% of portfolio	10,288	Q1 2025 Added 1.55%
TXN Texas Instruments Inc Technology	$177B	$1.83 Million 0.31% of portfolio	9,411	Q1 2025 Added 6.22%
TACK Capitol Ser Tr Fairlead Tactic ETFs	$0	$1.55 Million 0.26% of portfolio	56,872	Q1 2025 Added 9.7%
FANG Diamondback Energy, Inc. Energy	$25.2B	$1.52 Million 0.26% of portfolio	9,536	Q4 2024 Reduced 0.03%
AVDV American Centy ETF Tr Avantis ETFs	$0	$1.46 Million 0.25% of portfolio	20,865	Q1 2025 Reduced 1.17%
SOXX Ishares Semiconductor ETF ETFs	$0	$1.44 Million 0.24% of portfolio	7,670	Q1 2025 Added 3.9%
AVUV American Centy ETF Tr Avantis ETFs	$0	$1.45 Million 0.24% of portfolio	16,621	Q1 2025 Reduced 0.43%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$1.22 Million 0.21% of portfolio	22,208	Q1 2025 Reduced 0.6%
AVGO Broadcom Inc. Technology	$112B	$1.2 Million 0.2% of portfolio	7,180	Q1 2025 Reduced 1.45%
GLD Spdr Gold Trust ETFs	$106B	$1.16 Million 0.2% of portfolio	4,029	Q1 2025 Added 18.05%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$1.05 Million 0.18% of portfolio	41,803	Q1 2025 Reduced 5.93%
XOM Exxon Mobil Corp Energy	$475B	$1.09 Million 0.18% of portfolio	9,204	Q1 2025 Added 0.47%
OPER ETF Ser Solutions Clearshares ETFs	$0	$1.05 Million 0.18% of portfolio	10,454	Q1 2025 Added 52.72%
CSCO Cisco Systems, Inc. Technology	$278B	$1.06 Million 0.18% of portfolio	17,161	Q1 2025 Reduced 0.97%
WEA Western Asset Premier Bond Fund Financial Services	$0	$1.02 Million 0.17% of portfolio	90,763	Q1 2025 Added 2.25%
PULS Pgim ETF Tr ETFs	$0	$977,000 0.17% of portfolio	19,664	Q1 2025 Added 69.3%
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$879,000 0.15% of portfolio	45,151	Q1 2025 Added 8.59%
BSCS Invesco ETF Fd Tr Invesco Bull ETFs	$0	$892,000 0.15% of portfolio	43,855	Q1 2025 Added 14.96%
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$875,000 0.15% of portfolio	44,711	Q1 2025 Added 15.4%
AIRR First Tr Vi Rba Amern Indl Ren ETFs	$0	$909,000 0.15% of portfolio	13,327	Q1 2025 Added 4.53%
SHV Ishares Tr ETFs	$0	$812,000 0.14% of portfolio	7,354	Q1 2025 New
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$852,000 0.14% of portfolio	30,478	Q1 2025 Reduced 6.2%
RTX Raytheon Technologies Corp Industrials	$219B	$815,000 0.14% of portfolio	6,159	Q1 2025 Reduced 7.65%
BSJP Invesco Et Sf Idxd Fd Tr Bulle ETFs	$0	$804,000 0.14% of portfolio	34,896	Q4 2024 Added 3.99%
MSFT Microsoft Corp Technology	$3.75T	$844,000 0.14% of portfolio	2,250	Q1 2025 Reduced 20.63%
HD Home Depot, Inc. Consumer Cyclical	$379B	$782,000 0.13% of portfolio	2,136	Q1 2025 Added 15.02%
PCAR Paccar Inc Industrials	$33.3B	$749,000 0.13% of portfolio	7,700	Q3 2024 Added 1.37%
ACN Accenture PLC Technology	$176B	$759,000 0.13% of portfolio	2,434	Q1 2025 Reduced 0.21%

Summary

Portfolio
No. of Stocks 108
Current Value $592 Million
Prior Value $723 Million
Filing
Period Q1 2025
Filing Date May 15, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 17 stocks
Additional Purchases 38 stocks
Sold out of 0 stocks
Reduced holdings in 35 stocks

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Insight Wealth Partners, LLC Portfolio Holdings