Insight Wealth Partners, LLC Portfolio Holdings by Sector
Insight Wealth Partners, LLC
- $630 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY SPXL JPST LQD FBND IAU TIP UITB 55 stocks |
$595,491
94.71% of portfolio
|
41
|
9
|
- | - |
1
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN 3 stocks |
$7,516
1.2% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PHYS WEA 2 stocks |
$2,869
0.46% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,315
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,056
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL 3 stocks |
$1,880
0.3% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
FANG COP TPL 3 stocks |
$1,795
0.29% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,407
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$1,218
0.19% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1,199
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM UIS 3 stocks |
$1,101
0.18% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$1,047
0.17% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
PCAR DE 2 stocks |
$990
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY 2 stocks |
$898
0.14% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$828
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$746
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$683
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
NDAQ 1 stocks |
$625
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$536
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$507
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$433
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$372
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW 1 stocks |
$369
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
TXRH 1 stocks |
$347
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
EVR 1 stocks |
$330
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$279
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$279
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$240
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$212
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$203
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|