Insight Wealth Partners, LLC

CIK Number: 0001627003

257.67M
Market Value
104
# of Holdings
10 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SPY SPDR S&P 500 ET...
644.93
+0.01% 764.8K -19.38% 427.82M 475.48 71.22% Call
2 BSJQ Invesco BulletS...
23.40
-0.04% 571.71K +1.10% 13.26M 22.59 2.21% Share
3 LQD iShares iBoxx $...
109.88
-0.34% 121.58K +7.69% 13.21M 114.53 2.20% Share
4 IAU iShares Gold Tr...
62.90
-0.62% 159.91K -5.83% 9.43M 35.18 1.57% Share
5 FBND Fidelity Total ...
45.83
-0.31% 187.36K +1.61% 8.55M 48.24 1.42% Share
6 JPST JPMorgan Ultra-...
50.62
0.00% 168.21K +3.89% 8.52M 50.23 1.42% Share
7 TIP iShares TIPS Bo...
110.27
-0.28% 46.21K +0.17% 5.13M 120.32 0.85% Share
8 GTO Invesco Total R...
47.09
-0.17% 101.29K +1.58% 4.75M 51.65 0.79% Share
9 JBND JP Morgan Activ...
53.53
-0.26% 87.94K -0.71% 4.71M 54.65 0.78% Share
10 UITB VictoryShares U...
46.98
-0.29% 96.07K -0.67% 4.51M 47.93 0.75% Share
11 HYG iShares iBoxx $...
80.42
-0.24% 50.21K +4.53% 3.96M 84.08 0.66% Share
12 EEM iShares MSCI Em...
49.86
-1.27% 84.4K -54.57% 3.69M 40.02 0.61% Call
13 SPXL Direxion Daily ...
194.22
+0.05% 25.9K -1.36% 3.64M 86.89 0.61% Share
14 IG Principal Inves...
20.78
-0.34% 173.09K +9.34% 3.58M 21.19 0.60% Share
15 FALN iShares Fallen ...
27.14
-0.18% 128.46K +4.26% 3.44M 27.04 0.57% Share
16 EMB iShares J.P. Mo...
93.93
-0.22% 36.78K +1.13% 3.33M 105.12 0.55% Share
17 NVDA NVIDIA Corporat...
182.02
+0.24% 28.18K -6.89% 3.05M 55.16 0.51% Share
18 EFA iShares MSCI EA...
91.66
+0.02% 35.1K -52.24% 2.87M 78.15 0.48% Call
19 BSMU Invesco BulletS...
21.70
-0.15% 132.4K -1.01% 2.86M 21.67 0.48% Share
20 MUB iShares Nationa...
104.03
-0.18% 26.15K -0.77% 2.76M 111.2 0.46% Share
21 CMBS iShares CMBS ET...
48.71
-0.25% 52.07K +0.60% 2.5M 50.59 0.42% Share
22 SNPE Xtrackers S&P 5...
58.07
-0.05% 48.34K +3.90% 2.44M 42.04 0.41% Share
23 BOND PIMCO Active Bo...
92.14
-0.28% 25.79K +0.95% 2.38M 101.74 0.40% Share
24 AAPL Apple Inc.
232.81
-0.22% 10.06K +3.38% 2.23M 168.22 0.37% Share
25 VCSH Vanguard Short-...
79.58
-0.12% 25.56K +59.03% 2.02M 79.47 0.34% Share
26 AMZN Amazon.com, Inc...
230.94
+2.84% 10.29K +1.55% 1.96M 158.18 0.33% Share
27 TXN Texas Instrumen...
193.71
+0.22% 9.41K +6.22% 1.69M 154.46 0.28% Share
28 TACK Fairlead Tactic...
28.91
-0.31% 56.87K +9.70% 1.55M 24.48 0.26% Share
29 FANG Diamondback Ene...
140.71
+0.52% 9.54K 0.00% 1.52M 74.05 0.25% Share
30 AVDV Avantis Interna...
83.92
-0.31% 20.86K -1.17% 1.46M 61.26 0.24% Share
31 AVUV Avantis U.S. Sm...
96.21
-1.16% 16.62K -0.43% 1.45M 83.38 0.24% Share
32 SOXX iShares Semicon...
254.14
+0.10% 7.67K +3.90% 1.44M 196.41 0.24% Share
33 COWZ Pacer US Cash C...
56.69
-0.39% 22.21K -0.6% 1.22M 57.08 0.20% Share
34 AVGO Broadcom Inc.
311.19
+0.68% 7.18K -1.45% 1.2M 114.92 0.20% Share
35 GLD SPDR Gold Share...
307.25
-0.63% 4.03K +18.05% 1.16M 222.58 0.19% Share
36 XOM Exxon Mobil Cor...
107.38
-0.21% 9.2K +0.47% 1.09M 66.58 0.18% Share
37 CSCO Cisco Systems, ...
69.28
-1.58% 17.16K -0.97% 1.06M 48.32 0.18% Share
38 OPER ClearShares Ult...
100.29
-0.01% 10.45K +52.72% 1.05M 100.27 0.17% Share
39 SCHG Schwab U.S. Lar...
30.76
+0.13% 41.8K -5.93% 1.05M 24.76 0.17% Share
40 PULS PGIM Ultra Shor...
49.70
-0.01% 19.66K +69.30% 977.89K 49.54 0.16% Share
41 AIRR First Trust RBA...
90.80
-1.71% 13.33K +4.53% 909.04K 63.77 0.15% Share
42 BSCS Invesco BulletS...
20.56
-0.12% 43.85K +14.96% 892.45K 19.87 0.15% Share
43 BSCQ Invesco BulletS...
19.57
+0.03% 45.15K +8.59% 879.54K 19.05 0.15% Share
44 BSCR Invesco BulletS...
19.71
-0.15% 44.71K +15.40% 875.89K 19.16 0.15% Share
45 SCHD Schwab U.S. Div...
27.34
-0.46% 30.48K -6.2% 852.16K 25.71 0.14% Share
46 MSFT Microsoft Corpo...
522.28
+0.33% 2.25K -20.63% 844.61K 388.59 0.14% Share
47 RTX RTX Corporation
155.06
-0.42% 6.16K -7.65% 815.82K 63.99 0.14% Share
48 SHV iShares Short T...
110.26
0.00% 7.35K +100.00% 812.32K 110.46 0.14% Share
49 BSJP Invesco BulletS...
23.11
+0.02% 34.9K 0.00% 804.35K 22.99 0.13% Share
50 HD The Home Depot,...
400.32
-1.68% 2.14K +15.02% 782.86K 350.92 0.13% Share
51 DBEF Xtrackers MSCI ...
45.66
+0.32% 17.76K -1.76% 769.15K 42.02 0.13% Share
52 ACN Accenture plc
246.13
+0.18% 2.43K -0.2% 759.5K 256.13 0.13% Share
53 PCAR PACCAR Inc
99.69
-0.96% 7.7K 0.00% 749.78K 53.73 0.12% Share
54 ABBV AbbVie Inc.
204.72
+1.61% 3.52K -8.91% 736.46K 159.43 0.12% Share
55 BSCP Invesco BulletS...
20.72
-0.02% 34.61K -0.84% 715.78K 20.75 0.12% Share
56 XLV Health Care Sel...
133.94
+0.49% 4.86K -5.15% 709.88K 149.98 0.12% Share
57 UMI USCF Midstream ...
50.45
-0.04% 13.47K +100.00% 700.65K 52 0.12% Share
58 META Meta Platforms,...
781.96
+0.24% 1.08K -5.43% 621.91K 523.79 0.10% Share
59 AVIV Avantis Interna...
65.30
-0.08% 10.8K -2.39% 612.32K 50 0.10% Share
60 IUSB iShares Core To...
46.20
-0.26% 12.57K +1.09% 579.38K 48.41 0.10% Share
61 CVX Chevron Corpora...
155.20
-0.43% 3.23K +35.50% 540.8K 144.45 0.09% Share
62 TSLA Tesla, Inc.
335.58
-1.12% 2.06K +41.16% 534.13K 227.71 0.09% Share
63 NDAQ Nasdaq, Inc.
95.40
-0.18% 7K 0.00% 530.94K 60.19 0.09% Share
64 ECL Ecolab Inc.
279.98
-0.66% 1.98K -4.8% 502.48K 198.35 0.08% Share
65 IFRA iShares U.S. In...
51.74
-1.26% 11.12K +6.80% 501.22K 42.65 0.08% Share
66 VBND Vident Core U.S...
43.78
-0.39% 11.3K -4.07% 494.16K 43.59 0.08% Share
67 JPM JPMorgan Chase ...
294.09
+1.23% 2.01K -4.61% 492.49K 181.29 0.08% Share
68 BSCT Invesco BulletS...
18.79
-0.11% 25.93K +100.00% 480.46K 18.53 0.08% Share
69 EALT Innovator U.S. ...
33.68
-0.03% 15.38K +100.00% 472.88K 30.74 0.08% Share
70 F Ford Motor Comp...
11.44
-0.04% 46.11K +3.00% 462.51K 16.08 0.08% Share
71 CL Colgate-Palmoli...
84.62
-1.99% 4.88K -0.53% 457.63K 85.48 0.08% Share
72 TBG TBG Dividend Fo...
33.21
-0.4% 13.37K +100.00% 437.78K 32.75 0.07% Share
73 BND Vanguard Total ...
73.54
-0.28% 5.79K +100.00% 425.09K 73.45 0.07% Share
74 IVV iShares Core S&...
648.15
+0.01% 694 0.00% 389.96K 445.71 0.06% Share
75 BALT Innovator Defin...
32.52
+0.15% 12.37K +100.00% 388.23K 31.38 0.06% Share
76 AOK iShares Core Co...
39.41
-0.28% 9.4K 0.00% 353.76K 35.18 0.06% Share
77 KBDC Kayne Anderson ...
15.34
-0.26% 21.56K +100.00% 349.69K 16.22 0.06% Share
78 DGRO iShares Core Di...
66.23
-0.14% 5.54K 0.00% 342.57K 48.45 0.06% Share
79 JAJL Innovator Equit...
28.42
+0.09% 12.52K +100.00% 340.17K 27.17 0.06% Share
80 PEP PepsiCo, Inc.
148.62
-0.49% 2.25K 0.00% 337.81K 169.54 0.06% Share
81 ZALT Innovator U.S. ...
31.49
+0.22% 11.05K +100.00% 329.11K 29.77 0.05% Share
82 LLY Eli Lilly and C...
684.46
+3.63% 391 -4.63% 323.03K 860.24 0.05% Share
83 COP ConocoPhillips
95.63
-0.26% 2.95K -2.9% 309.89K 78.53 0.05% Share
84 TXRH Texas Roadhouse...
172.91
-1.29% 1.78K -2.36% 296.44K 159.72 0.05% Share
85 BSJR Invesco BulletS...
22.77
-0.07% 13.17K +100.00% 295.03K 22.4 0.05% Share
86 AGG iShares Core U....
99.10
-0.27% 2.87K -39.82% 283.7K 99.81 0.05% Share
87 ABT Abbott Laborato...
129.32
-0.06% 2.04K +1.34% 271.14K 101.73 0.05% Share
88 IGSB iShares 1-5 Yea...
52.79
-0.15% 4.99K -0.89% 261.38K 51.7 0.04% Share
89 TPL Texas Pacific L...
913.32
+3.51% 197 0.00% 261.02K 1105.96 0.04% Share
90 SHY iShares 1-3 Yea...
82.70
-0.11% 3.05K +100.00% 252K 82.73 0.04% Share
91 SHYG iShares 0-5 Yea...
42.99
-0.19% 5.8K +100.00% 246.45K 42.52 0.04% Share
92 EVR Evercore Inc.
313.54
-0.42% 1.22K 0.00% 244.26K 212.98 0.04% Share
93 WPC W. P. Carey Inc...
65.16
-0.87% 3.86K 0.00% 243.35K 78.14 0.04% Share
94 BSCU Invesco BulletS...
16.87
-0.18% 14.31K +100.00% 237.39K 16.59 0.04% Share
95 NOW ServiceNow, Inc...
850.65
-1.42% 297 +1.02% 236.45K 798.71 0.04% Share
96 DE Deere & Company
478.62
-6.8% 495 0.00% 232.33K 417.33 0.04% Share
97 PFF iShares Preferr...
31.44
-0.16% 7.44K 0.00% 228.63K 30.53 0.04% Share
98 VRT Vertiv Holdings...
132.46
-3.6% 3.12K +0.84% 225.34K 87.92 0.04% Share
99 BP BP p.l.c.
34.63
+0.95% 6.64K +100.00% 224.47K 33.79 0.04% Share
100 COST Costco Wholesal...
975.42
-0.35% 234 -16.43% 221.31K 886.52 0.04% Share
101 PLTR Palantir Techno...
181.00
-1.83% 2.59K +100.00% 218.26K 84.4 0.04% Share
102 TOPT iShares Top 20 ...
29.16
+0.45% 8.62K +100.00% 205.21K 23.82 0.03% Share
103 AOR iShares Core Gr...
62.67
-0.21% 3.5K 0.00% 201.61K 59.24 0.03% Share
104 UIS Unisys Corporat...
3.88
-2.75% 36.86K 0.00% 169.18K 6.33 0.03% Share