Insight Wealth Partners, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$730.0M
Holdings
94
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (94 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 949,632 | $556.6M | 76.24% | Call |
| 2 | BSJQINVESCO EXCH TRD SLF IDX FD | 565,511 | $13.2M | 1.80% | |
| 3 | LQDISHARES TR | 112,895 | $12.1M | 1.65% | |
| 4 | IAU*ISHARES GOLD TR | 169,800 | $8.4M | 1.15% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 184,395 | $8.3M | 1.13% | |
| 6 | JPSTJ P MORGAN EXCHANGE TRADED F | 161,919 | $8.2M | 1.12% | |
| 7 | EEMISHARES TR | 185,800 | $7.8M | 1.06% | Call |
| 8 | EFAISHARES TR | 73,500 | $5.6M | 0.76% | Call |
| 9 | TIPISHARES TR | 46,131 | $4.9M | 0.67% | |
| 10 | JBNDJ P MORGAN EXCHANGE TRADED F | 88,568 | $4.6M | 0.63% | |
| 11 | GTOINVESCO ACTIVELY MANAGED EXC | 99,718 | $4.6M | 0.63% | |
| 12 | UITBVICTORY PORTFOLIOS II | 96,719 | $4.4M | 0.61% | |
| 13 | SPXLDIREXION SHS ETF TR | 26,254 | $4.4M | 0.61% | |
| 14 | NVDANVIDIA CORPORATION | 30,259 | $4.1M | 0.56% | |
| 15 | HYGISHARES TR | 48,033 | $3.8M | 0.52% | |
| 16 | FALNISHARES TR | 123,213 | $3.3M | 0.45% | |
| 17 | EMBISHARES TR | 36,370 | $3.2M | 0.44% | |
| 18 | PIEQPRINCIPAL EXCHANGE TRADED FD | 158,301 | $3.2M | 0.44% | |
| 19 | BSMUINVESCO EXCH TRD SLF IDX FD | 133,750 | $2.9M | 0.40% | |
| 20 | MUBISHARES TR | 26,356 | $2.8M | 0.38% | |
| 21 | ARKKARK ETF TR | 48,200 | $2.7M | 0.37% | Call |
| 22 | SNPEDBX ETF TR | 46,532 | $2.5M | 0.34% | |
| 23 | CMBSISHARES TR | 51,760 | $2.4M | 0.33% | |
| 24 | AAPLAPPLE INC | 9,731 | $2.4M | 0.33% | |
| 25 | BONDPIMCO ETF TR | 25,549 | $2.3M | 0.32% | |
| 26 | AMZNAMAZON COM INC | 10,131 | $2.2M | 0.30% | |
| 27 | LQDBISHARES TR | 25,651 | $2.2M | 0.30% | |
| 28 | PHYS/USPROTT PHYSICAL GOLD TR | 102,818 | $2.1M | 0.28% | |
| 29 | AVGOBROADCOM INC | 7,286 | $1.7M | 0.23% | |
| 30 | TXNTEXAS INSTRS INC | 8,860 | $1.7M | 0.23% | |
| 31 | AVUVAMERICAN CENTY ETF TR | 16,692 | $1.6M | 0.22% | |
| 32 | SOXXISHARES TR | 7,382 | $1.6M | 0.22% | |
| 33 | FANGDIAMONDBACK ENERGY INC | 9,536 | $1.6M | 0.21% | |
| 34 | TACKCAPITOL SER TR | 51,843 | $1.4M | 0.19% | |
| 35 | AVDVAMERICAN CENTY ETF TR | 21,112 | $1.4M | 0.19% | |
| 36 | COWZPACER FDS TR | 22,343 | $1.3M | 0.17% | |
| 37 | VCSHVANGUARD SCOTTSDALE FDS | 16,072 | $1.3M | 0.17% | |
| 38 | SCHGSCHWAB STRATEGIC TR | 44,437 | $1.2M | 0.17% | |
| 39 | MSFTMICROSOFT CORP | 2,835 | $1.2M | 0.16% | |
| 40 | CSCOCISCO SYS INC | 17,329 | $1.0M | 0.14% | |
| 41 | XOMEXXON MOBIL CORP | 9,161 | $985K | 0.13% | |
| 42 | AIRRFIRST TR EXCHANGE-TRADED FD | 12,749 | $982K | 0.13% | |
| 43 | WEAWESTERN ASSET PREMIER BD FD | 88,764 | $955K | 0.13% | |
| 44 | SCHDSCHWAB STRATEGIC TR | 32,492 | $887K | 0.12% | |
| 45 | ACNACCENTURE PLC IRELAND | 2,439 | $858K | 0.12% | |
| 46 | GQ9SPDR GOLD TR | 3,413 | $826K | 0.11% | |
| 47 | BSCQINVESCO EXCH TRD SLF IDX FD | 41,578 | $807K | 0.11% | |
| 48 | BSJPINVESCO EXCH TRD SLF IDX FD | 34,896 | $805K | 0.11% | |
| 49 | PCARPACCAR INC | 7,700 | $800K | 0.11% | |
| 50 | RTXRTX CORPORATION | 6,669 | $771K | 0.11% | |
| 51 | BSCSINVESCO EXCH TRD SLF IDX FD | 38,149 | $767K | 0.11% | |
| 52 | BSCRINVESCO EXCH TRD SLF IDX FD | 38,744 | $754K | 0.10% | |
| 53 | DBEFDBX ETF TR | 18,081 | $748K | 0.10% | |
| 54 | HDHOME DEPOT INC | 1,857 | $722K | 0.10% | |
| 55 | BSCPINVESCO EXCH TRD SLF IDX FD | 34,906 | $720K | 0.10% | |
| 56 | XLVSELECT SECTOR SPDR TR | 5,126 | $705K | 0.10% | |
| 57 | ABBVABBVIE INC | 3,859 | $685K | 0.09% | |
| 58 | OPERETF SER SOLUTIONS | 6,845 | $684K | 0.09% | |
| 59 | METAMETA PLATFORMS INC | 1,141 | $668K | 0.09% | |
| 60 | TSLATESLA INC | 1,460 | $589K | 0.08% | |
| 61 | PULSPGIM ETF TR | 11,615 | $575K | 0.08% | |
| 62 | AVIVAMERICAN CENTY ETF TR | 11,067 | $574K | 0.08% | |
| 63 | IUSBISHARES TR | 12,437 | $562K | 0.08% | |
| 64 | NDAQNASDAQ INC | 6,999 | $541K | 0.07% | |
| 65 | VBNDETF SER SOLUTIONS | 11,780 | $506K | 0.07% | |
| 66 | JPMJPMORGAN CHASE & CO. | 2,105 | $504K | 0.07% | |
| 67 | ECLECOLAB INC | 2,082 | $487K | 0.07% | |
| 68 | IFRAISHARES TR | 10,413 | $482K | 0.07% | |
| 69 | AGGISHARES TR | 4,766 | $461K | 0.06% | |
| 70 | CLCOLGATE PALMOLIVE CO | 4,910 | $446K | 0.06% | |
| 71 | FFORD MTR CO | 44,771 | $443K | 0.06% | |
| 72 | IVVISHARES TR | 694 | $408K | 0.06% | |
| 73 | IXCISHARES TR | 9,981 | $381K | 0.05% | |
| 74 | VRTVERTIV HOLDINGS CO | 3,095 | $351K | 0.05% | |
| 75 | AOKISHARES TR | 9,401 | $350K | 0.05% | |
| 76 | CVXCHEVRON CORP NEW | 2,386 | $345K | 0.05% | |
| 77 | PEPPEPSICO INC | 2,253 | $342K | 0.05% | |
| 78 | DGROISHARES TR | 5,545 | $340K | 0.05% | |
| 79 | EVREVERCORE INC | 1,223 | $339K | 0.05% | |
| 80 | TXRHTEXAS ROADHOUSE INC | 1,822 | $328K | 0.04% | |
| 81 | LLYELI LILLY & CO | 410 | $316K | 0.04% | |
| 82 | NOWSERVICENOW INC | 294 | $311K | 0.04% | |
| 83 | COPCONOCOPHILLIPS | 3,039 | $301K | 0.04% | |
| 84 | IGSBISHARES TR | 5,036 | $260K | 0.04% | |
| 85 | COSTCOSTCO WHSL CORP NEW | 280 | $256K | 0.04% | |
| 86 | GOOGLALPHABET INC | 1,240 | $234K | 0.03% | |
| 87 | PFFISHARES TR | 7,440 | $233K | 0.03% | |
| 88 | UISUNISYS CORP | 36,859 | $233K | 0.03% | |
| 89 | ABTABBOTT LABS | 2,017 | $228K | 0.03% | |
| 90 | TPLTEXAS PACIFIC LAND CORPORATI | 197 | $217K | 0.03% | |
| 91 | WPCWP CAREY INC | 3,856 | $210K | 0.03% | |
| 92 | DEDEERE & CO | 495 | $209K | 0.03% | |
| 93 | BXBLACKSTONE INC | 1,183 | $203K | 0.03% | |
| 94 | AORISHARES TR | 3,502 | $200K | 0.03% |