Insight Wealth Partners, LLC Portfolio Holdings

Insight Wealth Partners, LLC

  • $630 Million
  • Q2 2025

Insight Wealth Partners, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $630 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Direxion Daily S&P 500 Bull 3 X with a value of $20.1M, Jp Morgan ETF Tr Ultra Short I with a value of $15.7M, Ishares Iboxx $ Investment Gra with a value of $11.7M, Fidelity Merrimack Str Tr Tota with a value of $8.83M, and Ishares Gold Trust with a value of $5.58M.

Examining the 13F form we can see an increase of $38.4M in the current position value, from $592M to 630M.

Below you can find more details about Insight Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $630 Million
ETFs: $595 Million
Technology: $14.1 Million
Financial Services: $4.72 Million
Consumer Cyclical: $4.63 Million
Energy: $3.41 Million
Industrials: $2.19 Million
Consumer Defensive: $1.25 Million
Healthcare: $1.18 Million
Other: $1.79 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$4.49 Million 0.71% of portfolio
28,392
Q2 2025 Added 0.77%
$2.26T
$2.32 Million 0.37% of portfolio
10,555
Q2 2025 Added 2.6%
$3.69T
$2.06 Million 0.33% of portfolio
10,021
Q2 2025 Reduced 0.39%
$127B
$2.07 Million 0.33% of portfolio
7,512
Q2 2025 Added 4.62%
$0
$1.88 Million 0.3% of portfolio
74,065
Q2 2025 Reduced 11.86%
$24.6B
$1.31 Million 0.21% of portfolio
9,536
Q4 2024 Reduced 0.03%
$3.95T
$1.23 Million 0.19% of portfolio
2,464
Q2 2025 Added 9.51%
$293B
$1.2 Million 0.19% of portfolio
17,286
Q2 2025 Added 0.73%
$0
$992,000 0.16% of portfolio
91,513
Q2 2025 Added 0.83%
$442B
$1.01 Million 0.16% of portfolio
9,359
Q2 2025 Added 1.68%
$177B
$961,000 0.15% of portfolio
4,940
Q2 2025 Reduced 47.51%
$229B
$828,000 0.13% of portfolio
5,676
Q2 2025 Reduced 7.84%
$1.78T
$836,000 0.13% of portfolio
1,133
Q2 2025 Added 5.0%
$150B
$732,000 0.12% of portfolio
2,450
Q2 2025 Added 0.66%
$405B
$746,000 0.12% of portfolio
2,035
Q2 2025 Reduced 4.73%
$34.4B
$739,000 0.12% of portfolio
7,776
Q2 2025 Added 0.99%
$859B
$683,000 0.11% of portfolio
2,356
Q2 2025 Added 17.33%
$47.2B
$625,000 0.1% of portfolio
6,999
Q3 2024 Added 2.85%
$351B
$596,000 0.09% of portfolio
3,211
Q2 2025 Reduced 8.65%
$78.8B
$507,000 0.08% of portfolio
1,882
Q2 2025 Reduced 5.05%
$44.4B
$507,000 0.08% of portfolio
46,749
Q2 2025 Added 1.38%
$367B
$440,000 0.07% of portfolio
3,229
Q2 2025 Added 24.86%
$70.9B
$433,000 0.07% of portfolio
4,768
Q2 2025 Reduced 2.38%
$32.7B
$372,000 0.06% of portfolio
4,301
Q2 2025 Added 37.81%
$172B
$369,000 0.06% of portfolio
359
Q2 2025 Added 20.88%
$11.8B
$347,000 0.06% of portfolio
1,855
Q2 2025 Added 4.27%
$302B
$399,000 0.06% of portfolio
2,788
Q2 2025 Reduced 13.76%
$202B
$297,000 0.05% of portfolio
2,253
Q4 2024 Reduced 16.18%
$12.1B
$330,000 0.05% of portfolio
1,223
Q3 2024 Added 4.71%
$608B
$302,000 0.05% of portfolio
388
Q2 2025 Reduced 0.77%
$229B
$279,000 0.04% of portfolio
2,056
Q2 2025 Added 0.59%
$306B
$239,000 0.04% of portfolio
3,380
Q2 2025 New
$120B
$266,000 0.04% of portfolio
2,969
Q2 2025 Added 0.61%
$153B
$251,000 0.04% of portfolio
495
Q3 2024 New
$439B
$279,000 0.04% of portfolio
282
Q2 2025 Added 20.51%
$13.5B
$240,000 0.04% of portfolio
3,856
Q4 2024 Added 0.94%
$684B
$215,000 0.03% of portfolio
986
Q2 2025 New
$68.2B
$203,000 0.03% of portfolio
6,564
Q2 2025 New
$621B
$212,000 0.03% of portfolio
437
Q2 2025 New
$210B
$203,000 0.03% of portfolio
690
Q2 2025 New
$6.61B
$219,000 0.03% of portfolio
208
Q2 2025 Added 5.58%
$1.21T
$211,000 0.03% of portfolio
1,201
Q2 2025 New
$259M
$166,000 0.03% of portfolio
36,859
Q4 2024 New
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.13%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $630 Million
  • Prior Value $592 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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