Insight Wealth Partners, LLC Options Holdings

Insight Wealth Partners, LLC

  • $630 Million
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$459 Million
743K
Q2 2025
Reduced 2.81%

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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