Insight Wealth Partners, LLC Purchases in Q3 2025

Insight Wealth Partners, LLC

  • $692 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
279K
New
$81.75 - $84.54 $22.8M - $23.6M
279K $23.5M
LQD
Ishares Iboxx $ Investment Gra

ETFs
14.8K
+ 13.86%
$107.66 - $112.36 $1.6M - $1.67M
122K $13.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
33.8K
+ 17.53%
$45.26 - $46.63 $1.53M - $1.58M
227K $10.5M
UITB
Usaa ETF Tr Core Intermediate

ETFs
23.1K
+ 22.31%
$46.38 - $47.74 $1.07M - $1.1M
127K $6.02M
GTO
Invesco Actively Managed ETF T

ETFs
21.7K
+ 21.12%
$46.43 - $47.91 $1.01M - $1.04M
125K $5.92M
TIP
Ishares Tr Tips Bd ETF

ETFs
7.8K
+ 16.73%
$109.11 - $111.88 $851K - $873K
54.4K $6.06M
NVDA
Nvidia Corp

Technology
339
+ 1.19%
$153.3 - $186.58 $52K - $63.3K
28.7K $5.36M
HYG
Ishares Tr

ETFs
9.91K
+ 18.88%
$79.85 - $81.32 $791K - $806K
62.4K $5.06M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
21.8K
+ 16.3%
$26.88 - $27.78 $587K - $607K
156K $4.33M
MUB
Ishares National Muni Bond ETF

ETFs
5.09K
+ 19.23%
$103.24 - $106.68 $526K - $543K
31.6K $3.36M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.66K
+ 25.68%
$78.96 - $80.04 $526K - $533K
32.6K $2.61M
EMB
Ishares Tr

ETFs
4.59K
+ 12.38%
$91.52 - $95.59 $420K - $439K
41.7K $3.97M
AAPL
Apple Inc.

Technology
71
+ 0.71%
$202.38 - $256.87 $14.4K - $18.2K
10.1K $2.57M
PLTR
Palantir Technologies Inc.

Technology
1.92K
+ 59.37%
$130.68 - $186.97 $251K - $358K
5.15K $938K
CMBS
Ishares Cmbs ETF

ETFs
9.72K
+ 18.14%
$48.14 - $49.26 $468K - $479K
63.3K $3.11M
AVGO
Broadcom Inc.

Technology
155
+ 2.06%
$264.74 - $369.57 $41K - $57.3K
7.67K $2.53M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.4K
+ 9.73%
$82.22 - $96.68 $115K - $135K
15.8K $1.53M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.29K
New
$50.79 - $76.4 $218K - $328K
4.29K $327K
CVNA
Carvana Co.

Consumer Cyclical
804
New
$326.09 - $392.66 $262K - $316K
804 $303K
IG
Principal Fds Principal Invt G

ETFs
10.8K
+ 5.86%
$20.46 - $21.19 $221K - $229K
195K $4.11M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.86K
+ 24.14%
$43.65 - $46.42 $212K - $226K
25K $1.16M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
539
+ 1.07%
$55.31 - $60.06 $29.8K - $32.4K
50.9K $3.06M
SOXX
Ishares Semiconductor ETF

ETFs
42
+ 0.53%
$236.93 - $271.12 $9.95K - $11.4K
8.01K $2.17M
AVDV
American Centy ETF Tr Avantis

ETFs
686
+ 3.22%
$79.24 - $89.03 $54.4K - $61.1K
22K $1.96M
DASH
Door Dash, Inc.

Communication Services
952
New
$234.5 - $272.5 $223K - $259K
952 $258K
AVIV
American Centy ETF Tr Avantis
2.7K
+ 23.08%
$61.83 - $67.44 $167K - $182K
14.4K $972K
XTOC
Innovator Etfs Tr U S Equity A

ETFs
7.09K
New
$31.3 - $32.63 $222K - $231K
7.09K $231K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.77K
+ 37.86%
$45.6 - $46.92 $218K - $224K
17.4K $811K
BP
Bp PLC

Energy
6.41K
New
$30.25 - $35.69 $194K - $229K
6.41K $220K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.77K
+ 12.02%
$55.15 - $58.11 $153K - $161K
25.9K $1.49M
AOA
Ishares Tr Core Aggressive All

ETFs
2.39K
New
$82.71 - $88.14 $198K - $211K
2.39K $210K
VIDI
Vident Intl Equity Fd

ETFs
6.37K
New
$29.52 - $32.46 $188K - $207K
6.37K $204K
AVUV
American Centy ETF Tr Avantis

ETFs
597
+ 3.47%
$90.37 - $102.12 $54K - $61K
17.8K $1.77M
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
3.11K
+ 5.36%
$28.17 - $30.01 $87.6K - $93.3K
61.2K $1.84M
BALT
Innovator Etfs Tr
5.46K
+ 28.4%
$32.11 - $32.82 $175K - $179K
24.7K $809K
IFRA
Ishares Tr

ETFs
2.6K
+ 20.77%
$49.77 - $52.82 $130K - $137K
15.1K $799K
JPM
Jpmorgan Chase & CO

Financial Services
324
+ 13.75%
$282.78 - $316.06 $91.6K - $102K
2.68K $845K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.36K
+ 3.3%
$28.92 - $32.19 $39.3K - $43.7K
42.6K $1.36M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
2.71K
+ 6.46%
$49.2 - $51.74 $133K - $140K
44.7K $2.3M
XOM
Exxon Mobil Corp

Energy
570
+ 6.09%
$105.83 - $117.22 $60.3K - $66.8K
9.93K $1.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
59
+ 4.44%
$617.65 - $666.84 $36.4K - $39.3K
1.39K $925K
EVR
Evercore Inc.

Financial Services
31
+ 2.53%
$276.5 - $362.79 $8.57K - $11.2K
1.25K $422K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.99K
+ 32.95%
$42.75 - $43.37 $85.2K - $86.5K
8.05K $348K
MSFT
Microsoft Corp

Technology
34
+ 1.38%
$491.09 - $535.64 $16.7K - $18.2K
2.5K $1.29M
SHV
Ishares Tr

ETFs
611
+ 8.09%
$110.06 - $110.49 $67.2K - $67.5K
8.16K $901K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.4K
+ 3.91%
$26.38 - $27.95 $37K - $39.2K
37.3K $1.02M
WEA
Western Asset Premier Bond Fund

Financial Services
2.87K
+ 3.14%
$10.73 - $11.4 $30.8K - $32.8K
94.4K $1.06M
XLV
Select Sector Spdr Fund Health

ETFs
297
+ 6.16%
$129.01 - $139.72 $38.3K - $41.5K
5.12K $712K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
746
+ 24.28%
$82.38 - $83.0 $61.5K - $61.9K
3.82K $316K
Activity Summary
Buys All Purchases 73 New Holdings 11 Increased Positions 62 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 1 Puts 0
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