Insight Wealth Partners, LLC Closed Holding Positions

Insight Wealth Partners, LLC

  • $630 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BLK
Black Rock Inc.

Financial Services
Q2 2022 Filed on Jul 13, 2022
301
$582.26 - $782.23 $175K - $235K
NEE
Nextera Energy Inc

Utilities
Q2 2022 Filed on Jul 13, 2022
3,274
$68.51 - $87.08 $224K - $285K
UPS
United Parcel Service Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
970
$167.39 - $206.64 $162K - $200K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q2 2022 Filed on Jul 13, 2022
3,134
$62.81 - $75.35 $197K - $236K
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2022 Filed on Jul 13, 2022
4,611
$72.62 - $79.98 $335K - $369K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
3,363
$40.5 - $61.35 $136K - $206K
CMCSA
Comcast Corp

Communication Services
Q1 2022 Filed on May 02, 2022
4,436
$44.97 - $51.68 $199K - $229K
ADI
Analog Devices Inc

Technology
Q1 2022 Filed on May 02, 2022
1,641
$145.63 - $177.15 $239K - $291K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2022 Filed on May 02, 2022
89,312
$51.44 - $54.88 $4.59M - $4.9M
BBY
Best Buy CO Inc

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
2,481
$88.63 - $110.14 $220K - $273K
FAST
Fastenal CO

Industrials
Q1 2022 Filed on May 02, 2022
3,726
$49.62 - $62.33 $185K - $232K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q1 2022 Filed on May 02, 2022
7,415
$24.8 - $27.06 $184K - $201K
Goldman Sachs Bdc Inc
Q1 2022 Filed on May 02, 2022
20,000
N/A
IVT
Inven Trust Properties Corp.

Real Estate
Q1 2022 Filed on May 02, 2022
11,588
$24.75 - $31.06 $287K - $360K
WM
Waste Management Inc

Industrials
Q1 2022 Filed on May 02, 2022
1,609
$140.6 - $164.3 $226K - $264K
VGT
Vanguard Information Technolog

ETFs
Q1 2022 Filed on May 02, 2022
482
$366.81 - $462.0 $177K - $223K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q1 2022 Filed on May 02, 2022
69,204
$121.42 - $128.17 $8.4M - $8.87M
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q1 2022 Filed on May 02, 2022
1,173
$178.7 - $226.45 $210K - $266K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 04, 2022
29,444
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 04, 2022
46,074
N/A
Ishares Gold Tr
Q2 2021 Filed on Jul 14, 2021
398,912
N/A
AAL
American Airlines Group Inc.

Industrials
Q2 2021 Filed on Jul 14, 2021
9,288
$20.07 - $25.82 $186K - $240K
RIG
Transocean Ltd.

Energy
Q1 2021 Filed on Apr 20, 2021
10,006
$2.32 - $4.68 $23.2K - $46.8K
Qep Resources Inc
Q1 2021 Filed on Apr 20, 2021
188,434
N/A
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2021 Filed on Apr 20, 2021
6,156
$61.43 - $67.25 $378K - $414K
ET
Energy Transfer LP

Energy
Q1 2021 Filed on Apr 20, 2021
12,159
$6.1 - $8.58 $74.2K - $104K
Texas Pac Ld Tr
Q1 2021 Filed on Apr 20, 2021
8,130
N/A
FISV
Fiserv Inc

Technology
Q1 2021 Filed on Apr 20, 2021
3,137
$102.69 - $124.13 $322K - $389K
CVX
Chevron Corp

Energy
Q4 2020 Filed on Jan 19, 2021
30,000
$66.88 - $95.62 $2.01M - $2.87M
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 19, 2021
33,033
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 19, 2021
33,112
N/A
SLB
Schlumberger Limited

Energy
Q4 2020 Filed on Jan 19, 2021
20,000
$14.18 - $23.45 $284K - $469K
SLB
Schlumberger Limited

Energy
Q4 2020 Filed on Jan 19, 2021
180
$14.18 - $23.45 $2.55K - $4.22K
Raytheon CO
Q2 2020 Filed on Jul 20, 2020
3,300
N/A
PXD
Pioneer Natural Resources CO

Energy
Q1 2020 Filed on May 07, 2020
3,350
$56.77 - $158.11 $190K - $530K
Track This Portfolio

Track Insight Wealth Partners, LLC Portfolio

Follow Insight Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email