Insight Wealth Partners, LLC Purchases in Q1 2025

Insight Wealth Partners, LLC

  • $592 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.69K
+ 7.69%
$105.1 - $109.61 $913K - $952K
122K $13.2M
SHV
Ishares Tr

ETFs
7.35K
New
$110.11 - $110.51 $810K - $813K
7.35K $812K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.49K
+ 59.03%
$77.7 - $78.94 $737K - $749K
25.6K $2.02M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
13.5K
New
$48.89 - $54.85 $659K - $739K
13.5K $700K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
25.9K
New
$18.18 - $18.58 $471K - $482K
25.9K $480K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.79K
New
$71.17 - $73.66 $412K - $426K
5.79K $425K
PULS
Pgim ETF Tr

ETFs
8.05K
+ 69.3%
$49.56 - $49.78 $399K - $401K
19.7K $977K
BALT
Innovator Etfs Tr
12.4K
New
$31.31 - $31.89 $387K - $395K
12.4K $388K
OPER
ETF Ser Solutions Clearshares

ETFs
3.61K
+ 52.72%
$100.08 - $100.42 $361K - $362K
10.5K $1.05M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.29K
+ 3.89%
$50.39 - $50.66 $317K - $319K
168K $8.52M
GLD
Spdr Gold Trust

ETFs
616
+ 18.05%
$243.19 - $288.14 $150K - $177K
4.03K $1.16M
BSJR
Invesco Indx Tr

ETFs
13.2K
New
$22.4 - $22.69 $295K - $299K
13.2K $294K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.97K
+ 1.61%
$44.41 - $45.98 $132K - $136K
187K $8.55M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.05K
New
$81.83 - $82.73 $249K - $252K
3.05K $251K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.8K
New
$42.38 - $43.28 $246K - $251K
5.8K $246K
BSCU
Invesco Exc Self Ind Tr

ETFs
14.3K
New
$16.2 - $16.64 $232K - $238K
14.3K $237K
BP
Bp PLC

Energy
6.64K
New
$29.93 - $35.31 $199K - $235K
6.64K $224K
TIP
Ishares Tr Tips Bd ETF

ETFs
78
+ 0.17%
$106.22 - $111.09 $8.29K - $8.67K
46.2K $5.13M
PLTR
Palantir Technologies Inc.

Technology
2.59K
New
$64.98 - $124.62 $168K - $322K
2.59K $218K
CVX
Chevron Corp

Energy
847
+ 35.5%
$146.71 - $167.97 $124K - $142K
3.23K $540K
HYG
Ishares Tr

ETFs
2.18K
+ 4.53%
$78.51 - $80.11 $171K - $174K
50.2K $3.96M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
5.25K
+ 4.26%
$26.64 - $27.14 $140K - $142K
128K $3.44M
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
5.03K
+ 9.7%
$26.56 - $28.74 $134K - $145K
56.9K $1.55M
GTO
Invesco Actively Managed ETF T

ETFs
1.58K
+ 1.58%
$45.9 - $47.37 $72.3K - $74.6K
101K $4.75M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.71K
+ 14.96%
$20.05 - $20.4 $114K - $116K
43.9K $892K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.97K
+ 15.4%
$19.43 - $19.62 $116K - $117K
44.7K $875K
XOM
Exxon Mobil Corp

Energy
43
+ 0.47%
$105.44 - $118.93 $4.53K - $5.11K
9.2K $1.09M
TXN
Texas Instruments Inc

Technology
551
+ 6.22%
N/A
9.41K $1.83M
EMB
Ishares Tr

ETFs
410
+ 1.13%
$88.64 - $92.03 $36.3K - $37.7K
36.8K $3.33M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
6.19K
+ 1.1%
$23.19 - $23.5 $144K - $146K
572K $13.3M
BOND
Pimco Active Bond Exchange Tra

ETFs
242
+ 0.95%
$89.27 - $92.9 $21.6K - $22.5K
25.8K $2.38M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.57K
+ 8.59%
$19.42 - $19.54 $69.4K - $69.8K
45.2K $879K
WEA
Western Asset Premier Bond Fund

Financial Services
2K
+ 2.25%
$10.63 - $11.21 $21.2K - $22.4K
90.8K $1.02M
HD
Home Depot, Inc.

Consumer Cyclical
279
+ 15.02%
$347.25 - $424.87 $96.9K - $119K
2.14K $782K
CMBS
Ishares Cmbs ETF

ETFs
313
+ 0.6%
$47.16 - $48.21 $14.8K - $15.1K
52.1K $2.5M
ABT
Abbott Laboratories

Healthcare
27
+ 1.34%
$111.1 - $140.22 $3K - $3.79K
2.04K $271K
SPY
Spdr S&P 500 ETF Trust

ETFs
99
+ 9.59%
$551.42 - $612.93 $54.6K - $60.7K
1.13K $632K
F
Ford Motor CO

Consumer Cyclical
1.34K
+ 3.0%
$9.12 - $10.43 $12.2K - $14K
46.1K $462K
IFRA
Ishares Tr

ETFs
708
+ 6.8%
$44.8 - $49.25 $31.7K - $34.9K
11.1K $501K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
136
+ 1.09%
$44.72 - $46.25 $6.08K - $6.29K
12.6K $579K
VRT
Vertiv Holdings CO

Industrials
26
+ 0.84%
N/A
3.12K $270K
Innovator Etfs Trust
12.5K
New
N/A
12.5K $0
Innovator Etfs Trust
15.4K
New
N/A
15.4K $0
Ishares Tr
8.62K
New
N/A
8.62K $0
Ea Series Trust
13.4K
New
N/A
13.4K $0
Innovator Etfs Trust
11.1K
New
N/A
11.1K $0
Kayne Anderson Bdc Inc
21.6K
New
N/A
21.6K $0
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
1.81K
+ 3.9%
$49.54 - $55.15 $89.8K - $100K
48.3K $2.44M
TSLA
Tesla, Inc.

Consumer Cyclical
601
+ 41.16%
$222.15 - $428.22 $134K - $257K
2.06K $534K
Activity Summary
Buys All Purchases 55 New Holdings 17 Increased Positions 38 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 3 Puts 0
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