Insight Wealth Partners, LLC Portfolio Holdings

Insight Wealth Partners, LLC

  • $498 Million
  • Q3 2024

Insight Wealth Partners, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $498 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Etsf Fd Tr Bulletshare with a value of $13.3M, Ishares Iboxx $ Investment Gra with a value of $12M, Jp Morgan ETF Tr Ultra Short I with a value of $8.32M, Ishares Gold Trust with a value of $8.14M, and Fidelity Merrimack Str Tr Tota with a value of $7.74M.

Examining the 13F form we can see an decrease of $79.3M in the current position value, from $577M to 498M.

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

Portfolio value $498 Million
ETFs: $463 Million
Technology: $14 Million
Financial Services: $5.34 Million
Consumer Cyclical: $3.98 Million
Energy: $3.64 Million
Industrials: $2.04 Million
Healthcare: $1.7 Million
Consumer Defensive: $1.3 Million
Other: $1.7 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $498 Million
  • Prior Value $577 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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