Insight Wealth Partners, LLC Reduced Holdings in Q3 2025

Insight Wealth Partners, LLC

  • $692 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-49.3K
- 15.89%
$50.47 - $50.74 $2.49M - $2.5M
261K $13.2M
ACN
Accenture PLC

Technology
-704
- 28.73%
$232.56 - $304.78 $164K - $215K
1.75K $430K
LLY
Eli Lilly & CO

Healthcare
-94
- 24.23%
$625.65 - $812.69 $58.8K - $76.4K
294 $224K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-638
- 15.66%
$72.57 - $74.72 $46.3K - $47.7K
3.44K $255K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.94K
- 4.15%
$19.61 - $19.79 $38K - $38.3K
44.8K $882K
COST
Costco Wholesale Corp

Consumer Defensive
-13
- 4.61%
$915.95 - $994.57 $11.9K - $12.9K
269 $248K
PULS
Pgim ETF Tr

ETFs
-471
- 2.3%
$49.58 - $49.83 $23.4K - $23.5K
20K $997K
ECL
Ecolab Inc.

Basic Materials
-93
- 4.94%
$259.39 - $285.47 $24.1K - $26.5K
1.79K $489K
CSCO
Cisco Systems, Inc.

Technology
-7
- 0.04%
$66.2 - $71.79 $463 - $503
17.3K $1.18M
KO
Coca Cola CO

Consumer Defensive
-25
- 0.74%
$65.67 - $71.67 $1.64K - $1.79K
3.36K $222K
VBND
ETF Ser Solutions Vident Core

ETFs
-396
- 3.52%
$43.17 - $44.57 $17.1K - $17.6K
10.9K $480K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-593
- 1.29%
$20.41 - $20.67 $12.1K - $12.3K
45.2K $930K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-95
- 2.25%
$97.75 - $100.75 $9.29K - $9.57K
4.12K $413K
TXN
Texas Instruments Inc

Technology
-1
- 0.02%
N/A
4.94K $961K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-102
- 0.22%
$19.49 - $19.61 $1.99K - $2K
47.1K $920K
DGRO
Ishares Core Dividend Growth E

ETFs
-316
- 5.7%
$64.12 - $68.08 $20.3K - $21.5K
5.23K $355K
AOR
Ishares Tr Core Growth Allocat

ETFs
-35
- 1.0%
$60.99 - $64.39 $2.13K - $2.25K
3.47K $223K
BSMU
Invesco Exchange Self Ind Tr

ETFs
-1.49K
- 1.41%
$21.43 - $22.06 $31.8K - $32.8K
104K $2.27M
CVX
Chevron Corp

Energy
-99
- 3.55%
$145.57 - $161.83 $14.4K - $16K
2.69K $417K
ORCL
Oracle Corp

Technology
-12
- 1.22%
$218.96 - $328.33 $2.63K - $3.94K
974 $273K
HD
Home Depot, Inc.

Consumer Cyclical
-45
- 2.21%
$357.4 - $423.42 $16.1K - $19.1K
1.99K $806K
GLD
Spdr Gold Trust

ETFs
-428
- 9.23%
$300.96 - $355.47 $129K - $152K
4.21K $1.5M
RTX
Raytheon Technologies Corp

Industrials
-9
- 0.16%
$144.19 - $167.33 $1.3K - $1.51K
5.67K $948K
ABBV
Abb Vie Inc.

Healthcare
-5
- 0.16%
$184.85 - $231.54 $924 - $1.16K
3.21K $742K
TSLA
Tesla, Inc.

Consumer Cyclical
-61
- 2.72%
$293.94 - $444.72 $17.9K - $27.1K
2.18K $968K
IAU
Ishares Gold Trust

ETFs
-233
- 0.26%
$61.62 - $72.77 $14.4K - $17K
89.2K $6.49M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-14.2K
- 12.28%
$173.23 - $213.34 $2.46M - $3.03M
101K $21.5M
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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