Insight Wealth Partners, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$600.7M

Holdings

107

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (107 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	SPYSPDR S&P 500 ETF TR	765,931	$428.5M	71.33%	Call
2	BSJQINVESCO EXCH TRD SLF IDX FD	571,705	$13.3M	2.21%
3	LQDISHARES TR	121,581	$13.2M	2.20%
4	IAU*ISHARES GOLD TR	159,906	$9.4M	1.57%
5	FBNDFIDELITY MERRIMACK STR TR	187,361	$8.6M	1.42%
6	JPSTJ P MORGAN EXCHANGE TRADED F	168,211	$8.5M	1.42%
7	TIPISHARES TR	46,209	$5.1M	0.85%
8	GTOINVESCO ACTIVELY MANAGED EXC	101,293	$4.8M	0.79%
9	JBNDJ P MORGAN EXCHANGE TRADED F	87,936	$4.7M	0.78%
10	UITBVICTORY PORTFOLIOS II	96,070	$4.5M	0.75%
11	HYGISHARES TR	50,210	$4.0M	0.66%
12	EEMISHARES TR	84,400	$3.7M	0.61%	Call
13	SPXLDIREXION SHS ETF TR	25,897	$3.6M	0.61%
14	PIEQPRINCIPAL EXCHANGE TRADED FD	173,087	$3.6M	0.60%
15	FALNISHARES TR	128,461	$3.4M	0.57%
16	EMBISHARES TR	36,780	$3.3M	0.55%
17	NVDANVIDIA CORPORATION	28,175	$3.1M	0.51%
18	EFAISHARES TR	35,100	$2.9M	0.48%	Call
19	BSMUINVESCO EXCH TRD SLF IDX FD	132,397	$2.9M	0.48%
20	MUBISHARES TR	26,154	$2.8M	0.46%
21	CMBSISHARES TR	52,073	$2.5M	0.42%
22	SNPEDBX ETF TR	48,345	$2.4M	0.41%
23	BONDPIMCO ETF TR	25,791	$2.4M	0.40%
24	AAPLAPPLE INC	10,060	$2.2M	0.37%
25	LQDBISHARES TR	25,628	$2.2M	0.37%
26	PHYS/USPROTT PHYSICAL GOLD TR	84,029	$2.0M	0.34%
27	VCSHVANGUARD SCOTTSDALE FDS	25,560	$2.0M	0.34%
28	AMZNAMAZON COM INC	10,288	$2.0M	0.33%
29	TXNTEXAS INSTRS INC	9,411	$1.7M	0.28%
30	TACKCAPITOL SER TR	56,872	$1.5M	0.26%
31	FANGDIAMONDBACK ENERGY INC	9,536	$1.5M	0.25%
32	AVDVAMERICAN CENTY ETF TR	20,865	$1.5M	0.24%
33	AVUVAMERICAN CENTY ETF TR	16,621	$1.4M	0.24%
34	SOXXISHARES TR	7,670	$1.4M	0.24%
35	COWZPACER FDS TR	22,208	$1.2M	0.20%
36	AVGOBROADCOM INC	7,180	$1.2M	0.20%
37	GQ9SPDR GOLD TR	4,029	$1.2M	0.19%
38	XOMEXXON MOBIL CORP	9,204	$1.1M	0.18%
39	CSCOCISCO SYS INC	17,161	$1.1M	0.18%
40	OPERETF SER SOLUTIONS	10,454	$1.0M	0.17%
41	SCHGSCHWAB STRATEGIC TR	41,803	$1.0M	0.17%
42	WEAWESTERN ASSET PREMIER BD FD	90,763	$1.0M	0.17%
43	PULSPGIM ETF TR	19,664	$977K	0.16%
44	AIRRFIRST TR EXCHANGE TRADED FD	13,327	$909K	0.15%
45	BSCSINVESCO EXCH TRD SLF IDX FD	43,855	$892K	0.15%
46	BSCQINVESCO EXCH TRD SLF IDX FD	45,151	$879K	0.15%
47	BSCRINVESCO EXCH TRD SLF IDX FD	44,711	$875K	0.15%
48	SCHDSCHWAB STRATEGIC TR	30,478	$852K	0.14%
49	MSFTMICROSOFT CORP	2,250	$844K	0.14%
50	RTXRTX CORPORATION	6,159	$815K	0.14%
51	SHVISHARES TR	7,354	$812K	0.14%
52	BSJPINVESCO EXCH TRD SLF IDX FD	34,896	$804K	0.13%
53	HDHOME DEPOT INC	2,136	$782K	0.13%
54	DBEFDBX ETF TR	17,763	$769K	0.13%
55	ACNACCENTURE PLC IRELAND	2,434	$759K	0.13%
56	PCARPACCAR INC	7,700	$749K	0.12%
57	ABBVABBVIE INC	3,515	$736K	0.12%
58	BSCPINVESCO EXCH TRD SLF IDX FD	34,612	$715K	0.12%
59	XLVSELECT SECTOR SPDR TR	4,862	$709K	0.12%
60	UMIUSCF ETF TR	13,474	$700K	0.12%
61	METAMETA PLATFORMS INC	1,079	$621K	0.10%
62	AVIVAMERICAN CENTY ETF TR	10,803	$612K	0.10%
63	IUSBISHARES TR	12,573	$579K	0.10%
64	CVXCHEVRON CORP NEW	3,233	$540K	0.09%
65	TSLATESLA INC	2,061	$534K	0.09%
66	NDAQNASDAQ INC	6,999	$530K	0.09%
67	ECLECOLAB INC	1,982	$502K	0.08%
68	IFRAISHARES TR	11,121	$501K	0.08%
69	VBNDETF SER SOLUTIONS	11,300	$494K	0.08%
70	JPMJPMORGAN CHASE & CO.	2,008	$492K	0.08%
71	BSCTINVESCO EXCH TRD SLF IDX FD	25,929	$480K	0.08%
72	EALTINNOVATOR ETFS TRUST	15,381	$472K	0.08%
73	FFORD MTR CO	46,113	$462K	0.08%
74	CLCOLGATE PALMOLIVE CO	4,884	$457K	0.08%
75	TBGEA SERIES TRUST	13,369	$437K	0.07%
76	BNDVANGUARD BD INDEX FDS	5,787	$425K	0.07%
77	IVVISHARES TR	694	$389K	0.06%
78	DDTOINNOVATOR ETFS TRUST	12,372	$388K	0.06%
79	AOKISHARES TR	9,401	$353K	0.06%
80	KBDCKAYNE ANDERSON BDC INC	21,559	$349K	0.06%
81	DGROISHARES TR	5,545	$342K	0.06%
82	JAJLINNOVATOR ETFS TRUST	12,520	$340K	0.06%
83	PEPPEPSICO INC	2,253	$337K	0.06%
84	ZALTINNOVATOR ETFS TRUST	11,055	$329K	0.05%
85	LLYELI LILLY & CO	391	$323K	0.05%
86	COPCONOCOPHILLIPS	2,951	$309K	0.05%
87	TXRHTEXAS ROADHOUSE INC	1,779	$296K	0.05%
88	BSJRINVESCO EXCH TRD SLF IDX FD	13,168	$295K	0.05%
89	AGGISHARES TR	2,868	$283K	0.05%
90	ABTABBOTT LABS	2,044	$271K	0.05%
91	IGSBISHARES TR	4,991	$261K	0.04%
92	TPLTEXAS PACIFIC LAND CORPORATI	197	$261K	0.04%
93	SHYISHARES TR	3,046	$251K	0.04%
94	SHYGISHARES TR	5,796	$246K	0.04%
95	EVREVERCORE INC	1,223	$244K	0.04%
96	WPCWP CAREY INC	3,856	$243K	0.04%
97	BSCUINVESCO EXCH TRD SLF IDX FD	14,309	$237K	0.04%
98	NOWSERVICENOW INC	297	$236K	0.04%
99	DEDEERE & CO	495	$232K	0.04%
100	PFFISHARES TR	7,440	$228K	0.04%

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