Insight Wealth Partners, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $577 Million distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $29.5M, Invesco Etsf Fd Tr Bulletshare with a value of $13.1M, Ishares Iboxx $ Investment Gra with a value of $9.91M, Fidelity Merrimack Str Tr Tota with a value of $6.97M, and Ishares Gold Trust with a value of $6.96M.
Examining the 13F form we can see an decrease of $3.59M in the current position value, from $581M to 577M.
Below you can find more details about Insight Wealth Partners, LLC portfolio as well as his latest detailed transactions.