Insight Wealth Partners, LLC Incresed Positions in Q3 2024

Insight Wealth Partners, LLC

  • $498 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
14.1K
+ 15.22%
$106.11 - $113.72 $1.49M - $1.6M
107K $12M
IG
Principal Fds Principal Invt G

ETFs
64.3K
+ 73.87%
$20.27 - $21.55 $1.3M - $1.39M
151K $3.24M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
3.69K
+ 11.43%
$122.74 - $163.95 $453K - $605K
36K $5.9M
IAU
Ishares Gold Trust

ETFs
5.37K
+ 3.39%
$44.06 - $50.5 $237K - $271K
164K $8.14M
MSFT
Microsoft Corp

Technology
2.45K
+ 108.37%
$395.15 - $467.56 $967K - $1.14M
4.71K $2.02M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.5K
+ 6.75%
$44.65 - $47.21 $467K - $494K
166K $7.74M
AAPL
Apple Inc.

Technology
2.36K
+ 26.34%
$207.23 - $234.82 $488K - $553K
11.3K $2.63M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.23K
+ 72.56%
$92.63 - $105.69 $484K - $552K
12.4K $1.29M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.62K
+ 50.97%
$53.41 - $57.9 $407K - $441K
22.6K $1.3M
XLV
Select Sector Spdr Fund Health

ETFs
2.72K
+ 97.49%
$143.3 - $157.24 $389K - $427K
5.51K $848K
GTO
Invesco Actively Managed ETF T

ETFs
4.89K
+ 5.83%
$46.22 - $48.77 $226K - $239K
88.7K $4.29M
HYG
Ishares Tr

ETFs
2.76K
+ 7.11%
$76.72 - $80.36 $211K - $221K
41.5K $3.33M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.51K
+ 3.66%
$105.92 - $110.83 $160K - $167K
42.7K $4.72M
EMB
Ishares Tr

ETFs
1.11K
+ 3.38%
$87.75 - $93.74 $97.1K - $104K
33.8K $3.16M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
5.58K
+ 5.48%
$26.01 - $27.41 $145K - $153K
108K $2.94M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
2.3K
+ 5.25%
$47.54 - $52.58 $109K - $121K
46.1K $2.42M
GLD
Spdr Gold Trust

ETFs
588
+ 20.9%
$215.56 - $246.98 $127K - $145K
3.4K $826K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.62K
+ 14.97%
$77.02 - $85.06 $125K - $138K
12.5K $1.05M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.39K
+ 6.21%
$90.01 - $95.32 $125K - $133K
23.8K $2.25M
CMBS
Ishares Cmbs ETF

ETFs
2.4K
+ 5.39%
$46.61 - $48.93 $112K - $117K
46.8K $2.29M
XOM
Exxon Mobil Corp

Energy
1.36K
+ 17.46%
$109.72 - $119.0 $150K - $162K
9.17K $1.08M
AMZN
Amazon Com Inc

Consumer Cyclical
1.23K
+ 12.4%
$161.02 - $200.0 $197K - $245K
11.1K $2.07M
IFRA
Ishares Tr

ETFs
2.49K
+ 31.61%
$41.55 - $46.97 $104K - $117K
10.4K $487K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.09K
+ 9.37%
$66.56 - $75.11 $72.6K - $81.9K
12.7K $951K
CSCO
Cisco Systems, Inc.

Technology
1.12K
+ 6.7%
$44.74 - $53.22 $50K - $59.5K
17.8K $947K
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
803
+ 1.56%
$25.61 - $28.13 $20.6K - $22.6K
52.3K $1.47M
AVDV
American Centy ETF Tr Avantis

ETFs
215
+ 1.03%
$62.52 - $71.12 $13.4K - $15.3K
21.1K $1.49M
AOK
Ishares Tr Core Conservative A

ETFs
2.93K
+ 45.3%
$36.8 - $38.71 $108K - $113K
9.4K $363K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.14K
+ 22.86%
$44.83 - $47.42 $95.7K - $101K
11.5K $540K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.1K
+ 8.01%
$76.94 - $79.54 $84.4K - $87.3K
14.8K $1.17M
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.22%
$333.64 - $405.2 $1.33K - $1.62K
1.83K $741K
CVX
Chevron Corp

Energy
879
+ 45.83%
$137.88 - $161.97 $121K - $142K
2.8K $411K
VBND
ETF Ser Solutions Vident Core

ETFs
2.03K
+ 20.39%
$43.17 - $45.31 $87.6K - $92K
12K $537K
TSLA
Tesla, Inc.

Consumer Cyclical
67
+ 4.88%
$191.76 - $263.26 $12.8K - $17.6K
1.44K $377K
MUB
Ishares National Muni Bond ETF

ETFs
503
+ 2.12%
$106.13 - $108.7 $53.4K - $54.7K
24.2K $2.63M
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.1%
$163.84 - $199.33 $655 - $797
3.85K $761K
NDAQ
Nasdaq, Inc.

Financial Services
194
+ 2.85%
$59.48 - $74.31 $11.5K - $14.4K
7K $510K
JPM
Jpmorgan Chase & CO

Financial Services
391
+ 19.84%
$194.9 - $224.8 $76.2K - $87.9K
2.36K $497K
AVGO
Broadcom Inc.

Technology
6.53K
+ 898.49%
$136.27 - $1745.86 $890K - $11.4M
7.26K $1.25M
WEA
Western Asset Premier Bond Fund

Financial Services
1.45K
+ 1.75%
$10.41 - $11.28 $15.1K - $16.4K
84.3K $950K
PEP
Pepsico Inc

Consumer Defensive
384
+ 16.67%
$161.9 - $179.3 $62.2K - $68.9K
2.69K $457K
EVR
Evercore Inc.

Financial Services
55
+ 4.71%
$211.0 - $258.67 $11.6K - $14.2K
1.22K $310K
IXC
Ishares Tr Global Energy ETF

ETFs
1.44K
+ 13.0%
$38.94 - $42.35 $56K - $60.9K
12.5K $505K
NOW
Service Now, Inc.

Technology
17
+ 6.23%
$730.87 - $937.36 $12.4K - $15.9K
290 $259K
CL
Colgate Palmolive CO

Consumer Defensive
5
+ 0.1%
$95.54 - $108.77 $478 - $544
4.88K $507K
VRT
Vertiv Holdings CO

Industrials
310
+ 11.18%
$86.66 - $86.66 $26.9K - $26.9K
3.08K $267K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
68
+ 3.89%
$159.84 - $178.33 $10.9K - $12.1K
1.82K $321K
VIDI
Vident Intl Equity Fd

ETFs
8
+ 0.09%
$23.67 - $27.18 $189 - $217
8.86K $238K
TXN
Texas Instruments Inc

Technology
67
+ 0.72%
$194.6 - $194.6 $13K - $13K
9.36K $1.82M
Activity Summary
Buys All Purchases 67 New Holdings 12 Increased Positions 55 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 4 Puts 0
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