Insight Wealth Partners, LLC Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$257.7M
Holdings
107
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (107 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 744,630 | $78.2M | 30.34% | Call |
| 2 | SPXLDIREXION SHS ETF TR | 115,614 | $20.1M | 7.79% | |
| 3 | JPSTJ P MORGAN EXCHANGE TRADED F | 310,301 | $15.7M | 6.10% | |
| 4 | LQDISHARES TR | 106,939 | $11.7M | 4.55% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 192,949 | $8.8M | 3.43% | |
| 6 | IAU*ISHARES GOLD TR | 89,476 | $5.6M | 2.17% | |
| 7 | TIPISHARES TR | 46,639 | $5.1M | 1.99% | |
| 8 | JBNDJ P MORGAN EXCHANGE TRADED F | 94,436 | $5.1M | 1.96% | |
| 9 | UITBVICTORY PORTFOLIOS II | 103,599 | $4.9M | 1.89% | |
| 10 | GTOINVESCO ACTIVELY MANAGED EXC | 102,875 | $4.8M | 1.87% | |
| 11 | NVDANVIDIA CORPORATION | 28,392 | $4.5M | 1.74% | |
| 12 | HYGISHARES TR | 52,466 | $4.2M | 1.64% | |
| 13 | PIEQPRINCIPAL EXCHANGE TRADED FD | 184,094 | $3.8M | 1.49% | |
| 14 | FALNISHARES TR | 134,016 | $3.6M | 1.41% | |
| 15 | EMBISHARES TR | 37,079 | $3.4M | 1.33% | |
| 16 | SNPEDBX ETF TR | 50,387 | $2.8M | 1.08% | |
| 17 | MUBISHARES TR | 26,487 | $2.8M | 1.07% | |
| 18 | CMBSISHARES TR | 53,573 | $2.6M | 1.01% | |
| 19 | BONDPIMCO ETF TR | 26,128 | $2.4M | 0.93% | |
| 20 | AMZNAMAZON COM INC | 10,555 | $2.3M | 0.90% | |
| 21 | BSMUINVESCO EXCH TRD SLF IDX FD | 105,210 | $2.3M | 0.88% | |
| 22 | LQDBISHARES TR | 25,594 | $2.2M | 0.86% | |
| 23 | UMIUSCF ETF TR | 42,006 | $2.1M | 0.83% | |
| 24 | AVGOBROADCOM INC | 7,512 | $2.1M | 0.80% | |
| 25 | VCSHVANGUARD SCOTTSDALE FDS | 25,950 | $2.1M | 0.80% | |
| 26 | AAPLAPPLE INC | 10,021 | $2.1M | 0.80% | |
| 27 | SOXXISHARES TR | 7,966 | $1.9M | 0.74% | |
| 28 | PHYS/USPROTT PHYSICAL GOLD TR | 74,065 | $1.9M | 0.73% | |
| 29 | AVDVAMERICAN CENTY ETF TR | 21,331 | $1.7M | 0.66% | |
| 30 | TACKCAPITOL SER TR | 58,043 | $1.6M | 0.64% | |
| 31 | AVUVAMERICAN CENTY ETF TR | 17,202 | $1.6M | 0.61% | |
| 32 | GQ9SPDR GOLD TR | 4,638 | $1.4M | 0.55% | |
| 33 | FANGDIAMONDBACK ENERGY INC | 9,536 | $1.3M | 0.51% | |
| 34 | COWZPACER FDS TR | 23,087 | $1.3M | 0.49% | |
| 35 | MSFTMICROSOFT CORP | 2,464 | $1.2M | 0.48% | |
| 36 | SCHGSCHWAB STRATEGIC TR | 41,208 | $1.2M | 0.47% | |
| 37 | CSCOCISCO SYS INC | 17,286 | $1.2M | 0.47% | |
| 38 | AIRRFIRST TR EXCHANGE TRADED FD | 14,381 | $1.2M | 0.45% | |
| 39 | OPERETF SER SOLUTIONS | 10,853 | $1.1M | 0.42% | |
| 40 | TXNTEXAS INSTRS INC | 4,940 | $1.0M | 0.40% | |
| 41 | PULSPGIM ETF TR | 20,494 | $1.0M | 0.40% | |
| 42 | XOMEXXON MOBIL CORP | 9,359 | $1.0M | 0.39% | |
| 43 | WEAWESTERN ASSET PREMIER BD FD | 91,513 | $992K | 0.38% | |
| 44 | SCHDSCHWAB STRATEGIC TR | 35,884 | $950K | 0.37% | |
| 45 | BSCSINVESCO EXCH TRD SLF IDX FD | 45,829 | $939K | 0.36% | |
| 46 | BSCQINVESCO EXCH TRD SLF IDX FD | 47,156 | $920K | 0.36% | |
| 47 | BSCRINVESCO EXCH TRD SLF IDX FD | 46,712 | $917K | 0.36% | |
| 48 | DBEFDBX ETF TR | 20,139 | $881K | 0.34% | |
| 49 | METAMETA PLATFORMS INC | 1,133 | $836K | 0.32% | |
| 50 | SHVISHARES TR | 7,552 | $833K | 0.32% | |
| 51 | RTXRTX CORPORATION | 5,676 | $828K | 0.32% | |
| 52 | HDHOME DEPOT INC | 2,035 | $746K | 0.29% | |
| 53 | PCARPACCAR INC | 7,776 | $739K | 0.29% | |
| 54 | ACNACCENTURE PLC IRELAND | 2,450 | $732K | 0.28% | |
| 55 | AVIVAMERICAN CENTY ETF TR | 11,713 | $728K | 0.28% | |
| 56 | TSLATESLA INC | 2,239 | $711K | 0.28% | |
| 57 | JPMJPMORGAN CHASE & CO. | 2,356 | $683K | 0.27% | |
| 58 | XLVSELECT SECTOR SPDR TR | 4,825 | $650K | 0.25% | |
| 59 | NDAQNASDAQ INC | 6,999 | $625K | 0.24% | |
| 60 | TBGEA SERIES TRUST | 19,398 | $624K | 0.24% | |
| 61 | DDTOINNOVATOR ETFS TRUST | 19,207 | $616K | 0.24% | |
| 62 | IFRAISHARES TR | 12,527 | $616K | 0.24% | |
| 63 | ABBVABBVIE INC | 3,211 | $596K | 0.23% | |
| 64 | IUSBISHARES TR | 12,603 | $582K | 0.23% | |
| 65 | BSJQINVESCO EXCH TRD SLF IDX FD | 24,586 | $573K | 0.22% | |
| 66 | VRTVERTIV HOLDINGS CO | 4,301 | $552K | 0.21% | |
| 67 | BSCTINVESCO EXCH TRD SLF IDX FD | 28,100 | $525K | 0.20% | |
| 68 | FFORD MTR CO | 46,749 | $507K | 0.20% | |
| 69 | ECLECOLAB INC | 1,882 | $507K | 0.20% | |
| 70 | VBNDETF SER SOLUTIONS | 11,256 | $490K | 0.19% | |
| 71 | PLTRPALANTIR TECHNOLOGIES INC | 3,229 | $440K | 0.17% | |
| 72 | CLCOLGATE PALMOLIVE CO | 4,768 | $433K | 0.17% | |
| 73 | IVVISHARES TR | 694 | $430K | 0.17% | |
| 74 | AGGISHARES TR | 4,215 | $418K | 0.16% | |
| 75 | CVXCHEVRON CORP NEW | 2,788 | $399K | 0.15% | |
| 76 | NOWSERVICENOW INC | 359 | $369K | 0.14% | |
| 77 | AOKISHARES TR | 9,401 | $367K | 0.14% | |
| 78 | DGROISHARES TR | 5,545 | $354K | 0.14% | |
| 79 | TXRHTEXAS ROADHOUSE INC | 1,855 | $347K | 0.13% | |
| 80 | JAJLINNOVATOR ETFS TRUST | 12,150 | $342K | 0.13% | |
| 81 | ZALTINNOVATOR ETFS TRUST | 11,055 | $340K | 0.13% | |
| 82 | EVREVERCORE INC | 1,223 | $330K | 0.13% | |
| 83 | KBDCKAYNE ANDERSON BDC INC | 21,559 | $328K | 0.13% | |
| 84 | BSJRINVESCO EXCH TRD SLF IDX FD | 14,073 | $319K | 0.12% | |
| 85 | LLYELI LILLY & CO | 388 | $302K | 0.12% | |
| 86 | BNDVANGUARD BD INDEX FDS | 4,073 | $299K | 0.12% | |
| 87 | PEPPEPSICO INC | 2,253 | $297K | 0.12% | |
| 88 | COSTCOSTCO WHSL CORP NEW | 282 | $279K | 0.11% | |
| 89 | ABTABBOTT LABS | 2,056 | $279K | 0.11% | |
| 90 | COPCONOCOPHILLIPS | 2,969 | $266K | 0.10% | |
| 91 | IGSBISHARES TR | 5,013 | $264K | 0.10% | |
| 92 | SHYGISHARES TR | 6,051 | $261K | 0.10% | |
| 93 | BSCUINVESCO EXCH TRD SLF IDX FD | 15,523 | $260K | 0.10% | |
| 94 | SHYISHARES TR | 3,073 | $254K | 0.10% | |
| 95 | DEDEERE & CO | 495 | $251K | 0.10% | |
| 96 | WPCWP CAREY INC | 3,856 | $240K | 0.09% | |
| 97 | KOCOCA COLA CO | 3,380 | $239K | 0.09% | |
| 98 | AQLTISHARES TR | 8,615 | $235K | 0.09% | |
| 99 | PFFISHARES TR | 7,440 | $228K | 0.09% | |
| 100 | TPLTEXAS PACIFIC LAND CORPORATI | 208 | $219K | 0.08% |
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