Insight Wealth Partners, LLC Purchases in Q2 2025

Insight Wealth Partners, LLC

  • $630 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
89.7K
+ 346.44%
$96.11 - $173.53 $8.62M - $15.6M
116K $20.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
142K
+ 84.47%
$50.36 - $50.68 $7.16M - $7.2M
310K $15.7M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
28.5K
+ 211.76%
$45.2 - $53.03 $1.29M - $1.51M
42K $2.14M
NVDA
Nvidia Corp

Technology
217
+ 0.77%
$94.31 - $157.99 $20.5K - $34.3K
28.4K $4.49M
AVGO
Broadcom Inc.

Technology
332
+ 4.62%
$146.29 - $275.65 $48.6K - $91.5K
7.51K $2.07M
SOXX
Ishares Semiconductor ETF

ETFs
296
+ 3.86%
$154.86 - $239.07 $45.8K - $70.8K
7.97K $1.9M
MSFT
Microsoft Corp

Technology
214
+ 9.51%
$354.56 - $497.45 $75.9K - $106K
2.46K $1.23M
UITB
Usaa ETF Tr Core Intermediate

ETFs
7.53K
+ 7.84%
$45.95 - $47.33 $346K - $356K
104K $4.88M
AMZN
Amazon Com Inc

Consumer Cyclical
267
+ 2.6%
$167.32 - $223.3 $44.7K - $59.6K
10.6K $2.32M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
2.04K
+ 4.22%
$44.64 - $55.3 $91.2K - $113K
50.4K $2.79M
HYG
Ishares Tr

ETFs
2.26K
+ 4.49%
$75.75 - $80.65 $171K - $182K
52.5K $4.23M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.05K
+ 7.91%
$61.92 - $81.5 $65.3K - $85.9K
14.4K $1.17M
GLD
Spdr Gold Trust

ETFs
609
+ 15.12%
$273.71 - $316.29 $167K - $193K
4.64K $1.41M
IG
Principal Fds Principal Invt G

ETFs
11K
+ 6.36%
$19.9 - $20.81 $219K - $229K
184K $3.83M
KO
Coca Cola CO

Consumer Defensive
3.38K
New
$68.37 - $73.9 $231K - $250K
3.38K $239K
AVDV
American Centy ETF Tr Avantis

ETFs
466
+ 2.23%
$61.76 - $79.32 $28.8K - $37K
21.3K $1.69M
BALT
Innovator Etfs Tr
6.84K
+ 55.25%
$30.33 - $32.1 $207K - $219K
19.2K $616K
PLTR
Palantir Technologies Inc.

Technology
643
+ 24.86%
$74.01 - $144.25 $47.6K - $92.8K
3.23K $440K
META
Meta Platforms, Inc.

Communication Services
54
+ 5.0%
$484.66 - $738.09 $26.2K - $39.9K
1.13K $836K
ORCL
Oracle Corp

Technology
986
New
$122.82 - $218.63 $121K - $216K
986 $215K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
437
New
$483.48 - $539.8 $211K - $236K
437 $212K
GOOGL
Alphabet Inc.

Communication Services
1.2K
New
$144.7 - $178.6 $174K - $214K
1.2K $211K
IBM
International Business Machines Corp

Technology
690
New
$221.03 - $294.78 $153K - $203K
690 $203K
EPD
Enterprise Products Partners L.P.

Energy
6.56K
New
$28.95 - $34.22 $190K - $225K
6.56K $203K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
5.56K
+ 4.32%
$25.27 - $27.14 $140K - $151K
134K $3.64M
JPM
Jpmorgan Chase & CO

Financial Services
348
+ 17.33%
$210.28 - $289.91 $73.2K - $101K
2.36K $683K
SPY
Spdr S&P 500 ETF Trust

ETFs
199
+ 17.6%
$496.48 - $617.85 $98.8K - $123K
1.33K $821K
TSLA
Tesla, Inc.

Consumer Cyclical
178
+ 8.64%
$221.86 - $362.89 $39.5K - $64.6K
2.24K $711K
CSCO
Cisco Systems, Inc.

Technology
125
+ 0.73%
$53.19 - $69.38 $6.65K - $8.67K
17.3K $1.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.35K
+ 46.97%
$96.84 - $99.46 $130K - $134K
4.22K $418K
NOW
Service Now, Inc.

Technology
62
+ 20.88%
$721.65 - $1040.18 $44.7K - $64.5K
359 $369K
AVUV
American Centy ETF Tr Avantis

ETFs
581
+ 3.5%
$75.17 - $91.21 $43.7K - $53K
17.2K $1.57M
AVIV
American Centy ETF Tr Avantis
910
+ 8.42%
$50.27 - $62.84 $45.7K - $57.2K
11.7K $729K
IFRA
Ishares Tr

ETFs
1.41K
+ 12.64%
$40.97 - $49.19 $57.6K - $69.2K
12.5K $616K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.38K
+ 13.38%
$38.18 - $45.52 $90.7K - $108K
20.1K $881K
CMBS
Ishares Cmbs ETF

ETFs
1.5K
+ 2.88%
$47.54 - $48.72 $71.3K - $73.1K
53.6K $2.61M
EMB
Ishares Tr

ETFs
299
+ 0.81%
$86.54 - $92.62 $25.9K - $27.7K
37.1K $3.43M
VRT
Vertiv Holdings CO

Industrials
1.18K
+ 37.81%
N/A
4.3K $372K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.41K
+ 17.74%
$24.32 - $27.87 $131K - $151K
35.9K $950K
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
1.17K
+ 2.06%
$24.72 - $28.27 $28.9K - $33.1K
58K $1.64M
GTO
Invesco Actively Managed ETF T

ETFs
1.58K
+ 1.56%
$45.73 - $47.2 $72.3K - $74.7K
103K $4.82M
COST
Costco Wholesale Corp

Consumer Defensive
48
+ 20.51%
$908.13 - $1056.85 $43.6K - $50.7K
282 $279K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
879
+ 3.96%
$47.46 - $55.3 $41.7K - $48.6K
23.1K $1.27M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
76
+ 4.27%
$153.22 - $199.8 $11.6K - $15.2K
1.86K $347K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.97K
+ 4.5%
$20.16 - $20.49 $39.8K - $40.4K
45.8K $939K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
390
+ 1.53%
$77.94 - $79.5 $30.4K - $31K
26K $2.06M
F
Ford Motor CO

Consumer Cyclical
636
+ 1.38%
$8.69 - $10.85 $5.53K - $6.9K
46.7K $507K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.17K
+ 8.37%
$18.28 - $18.7 $39.7K - $40.6K
28.1K $525K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2K
+ 4.48%
$19.49 - $19.66 $39K - $39.3K
46.7K $917K
Activity Summary
Buys All Purchases 72 New Holdings 6 Increased Positions 66 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 1 Puts 0
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