Insight Wealth Partners, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$328.3M
Holdings
114
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (114 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BNDVANGUARD BD INDEX FDS | 3,435 | $255K | 0.08% | |
| 102 | COSTCOSTCO WHSL CORP NEW | 269 | $248K | 0.08% | |
| 103 | EPDENTERPRISE PRODS PARTNERS L | 7,714 | $241K | 0.07% | |
| 104 | XTOCINNOVATOR ETFS TRUST | 7,090 | $231K | 0.07% | |
| 105 | DEDEERE & CO | 495 | $226K | 0.07% | |
| 106 | DDFLINNOVATOR ETFS TRUST | 11,110 | $224K | 0.07% | |
| 107 | AORISHARES TR | 3,467 | $223K | 0.07% | |
| 108 | LLYELI LILLY & CO | 294 | $223K | 0.07% | |
| 109 | KOCOCA COLA CO | 3,355 | $222K | 0.07% | |
| 110 | BPBP PLC | 6,410 | $220K | 0.07% | |
| 111 | BRK/BBERKSHIRE HATHAWAY INC DEL | 437 | $219K | 0.07% | |
| 112 | AOAISHARES TR | 2,390 | $210K | 0.06% | |
| 113 | VIDIETF SER SOLUTIONS | 6,366 | $204K | 0.06% | |
| 114 | UISUNISYS CORP | 36,859 | $143K | 0.04% |
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