Insight Wealth Partners, LLC Portfolio Holdings

Insight Wealth Partners, LLC

  • $592 Million
  • Q1 2025

Insight Wealth Partners, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $592 Million distributed in 108 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 $13.2M, Ishares Gold Trust with a value of $9.43M, Fidelity Merrimack Str Tr Tota with a value of $8.55M, and Jp Morgan ETF Tr Ultra Short I with a value of $8.52M.

Examining the 13F form we can see an decrease of $131M in the current position value, from $723M to 592M.

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

Portfolio value $592 Million
ETFs: $561 Million
Technology: $11.6 Million
Financial Services: $4.3 Million
Consumer Cyclical: $4.03 Million
Energy: $3.95 Million
Industrials: $2.07 Million
Healthcare: $1.33 Million
Consumer Defensive: $1.02 Million
Other: $1.37 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $592 Million
  • Prior Value $723 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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