Insight Wealth Partners, LLC
CIK Number: 0001627003
Main Sectors:
Top Industries:
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... | 657.61 | +0.83% | 764.8K | -19.38% | 427.82M | 475.48 | 71.22% | Call |
| 2 | BSJQ | Invesco BulletS... | 23.47 | -0.01% | 571.71K | +1.10% | 13.26M | 22.59 | 2.21% | Share |
| 3 | LQD | iShares iBoxx $... | 112.20 | +0.46% | 121.58K | +7.69% | 13.21M | 114.53 | 2.20% | Share |
| 4 | IAU | iShares Gold Tr... | 68.53 | -0.17% | 159.91K | -5.83% | 9.43M | 35.18 | 1.57% | Share |
| 5 | FBND | Fidelity Total ... | 46.57 | +0.17% | 187.36K | +1.61% | 8.55M | 48.24 | 1.42% | Share |
| 6 | JPST | JPMorgan Ultra-... | 50.66 | +0.01% | 168.21K | +3.89% | 8.52M | 50.23 | 1.42% | Share |
| 7 | TIP | iShares TIPS Bo... | 111.83 | +0.17% | 46.21K | +0.17% | 5.13M | 120.32 | 0.85% | Share |
| 8 | GTO | Invesco Total R... | 47.80 | +0.33% | 101.29K | +1.58% | 4.75M | 51.65 | 0.79% | Share |
| 9 | JBND | JP Morgan Activ... | 54.41 | +0.16% | 87.94K | -0.71% | 4.71M | 54.65 | 0.78% | Share |
| 10 | UITB | VictoryShares U... | 47.72 | +0.20% | 96.07K | -0.67% | 4.51M | 47.93 | 0.75% | Share |
| 11 | HYG | iShares iBoxx $... | 81.03 | +0.24% | 50.21K | +4.53% | 3.96M | 84.08 | 0.66% | Share |
| 12 | EEM | iShares MSCI Em... | 52.27 | +1.42% | 84.4K | -54.57% | 3.69M | 40.02 | 0.61% | Call |
| 13 | SPXL | Direxion Daily ... | 203.68 | +2.40% | 25.9K | -1.36% | 3.64M | 86.89 | 0.61% | Share |
| 14 | IG | Principal Inves... | 21.18 | +0.43% | 173.09K | +9.34% | 3.58M | 21.19 | 0.60% | Share |
| 15 | FALN | iShares Fallen ... | 27.57 | +0.35% | 128.46K | +4.26% | 3.44M | 27.04 | 0.57% | Share |
| 16 | EMB | iShares J.P. Mo... | 95.53 | +0.37% | 36.78K | +1.13% | 3.33M | 105.12 | 0.55% | Share |
| 17 | NVDA | NVIDIA Corporat... | 177.06 | -0.15% | 28.18K | -6.89% | 3.05M | 55.16 | 0.51% | Share |
| 18 | EFA | iShares MSCI EA... | 93.37 | +1.07% | 35.1K | -52.24% | 2.87M | 78.15 | 0.48% | Call |
| 19 | BSMU | Invesco BulletS... | 22.00 | +0.23% | 132.4K | -1.01% | 2.86M | 21.67 | 0.48% | Share |
| 20 | MUB | iShares Nationa... | 106.47 | +0.36% | 26.15K | -0.77% | 2.76M | 111.2 | 0.46% | Share |
| 21 | CMBS | iShares CMBS ET... | 49.16 | +0.16% | 52.07K | +0.60% | 2.5M | 50.59 | 0.42% | Share |
| 22 | SNPE | Xtrackers S&P 5... | 58.91 | +0.94% | 48.34K | +3.90% | 2.44M | 42.04 | 0.41% | Share |
| 23 | BOND | PIMCO Active Bo... | 93.65 | +0.25% | 25.79K | +0.95% | 2.38M | 101.74 | 0.40% | Share |
| 24 | AAPL | Apple Inc. | 230.03 | +1.43% | 10.06K | +3.38% | 2.23M | 168.22 | 0.37% | Share |
| 25 | VCSH | Vanguard Short-... | 79.95 | +0.08% | 25.56K | +59.03% | 2.02M | 79.47 | 0.34% | Share |
| 26 | AMZN | Amazon.com, Inc... | 229.95 | -0.16% | 10.29K | +1.55% | 1.96M | 158.18 | 0.33% | Share |
| 27 | TXN | Texas Instrumen... | 184.35 | +0.18% | 9.41K | +6.22% | 1.69M | 154.46 | 0.28% | Share |
| 28 | TACK | Fairlead Tactic... | 29.53 | +0.91% | 56.87K | +9.70% | 1.55M | 24.48 | 0.26% | Share |
| 29 | FANG | Diamondback Ene... | 138.42 | -0.87% | 9.54K | 0.00% | 1.52M | 74.05 | 0.25% | Share |
| 30 | AVDV | Avantis Interna... | 88.16 | +1.07% | 20.86K | -1.17% | 1.46M | 61.26 | 0.24% | Share |
| 31 | AVUV | Avantis U.S. Sm... | 101.64 | +1.59% | 16.62K | -0.43% | 1.45M | 83.38 | 0.24% | Share |
| 32 | SOXX | iShares Semicon... | 255.19 | +0.69% | 7.67K | +3.90% | 1.44M | 196.41 | 0.24% | Share |
| 33 | COWZ | Pacer US Cash C... | 57.88 | +0.91% | 22.21K | -0.6% | 1.22M | 57.08 | 0.20% | Share |
| 34 | AVGO | Broadcom Inc. | 359.63 | -2.69% | 7.18K | -1.45% | 1.2M | 114.92 | 0.20% | Share |
| 35 | GLD | SPDR Gold Share... | 334.70 | -0.17% | 4.03K | +18.05% | 1.16M | 222.58 | 0.19% | Share |
| 36 | XOM | Exxon Mobil Cor... | 112.14 | -0.32% | 9.2K | +0.47% | 1.09M | 66.58 | 0.18% | Share |
| 37 | CSCO | Cisco Systems, ... | 67.69 | -0.65% | 17.16K | -0.97% | 1.06M | 48.32 | 0.18% | Share |
| 38 | OPER | ClearShares Ult... | 100.27 | +0.03% | 10.45K | +52.72% | 1.05M | 100.27 | 0.17% | Share |
| 39 | SCHG | Schwab U.S. Lar... | 31.32 | +0.66% | 41.8K | -5.93% | 1.05M | 24.76 | 0.17% | Share |
| 40 | PULS | PGIM Ultra Shor... | 49.72 | +0.04% | 19.66K | +69.30% | 977.89K | 49.54 | 0.16% | Share |
| 41 | AIRR | First Trust RBA... | 93.41 | +1.72% | 13.33K | +4.53% | 909.04K | 63.77 | 0.15% | Share |
| 42 | BSCS | Invesco BulletS... | 20.64 | +0.05% | 43.85K | +14.96% | 892.45K | 19.87 | 0.15% | Share |
| 43 | BSCQ | Invesco BulletS... | 19.59 | +0.05% | 45.15K | +8.59% | 879.54K | 19.05 | 0.15% | Share |
| 44 | BSCR | Invesco BulletS... | 19.76 | +0.10% | 44.71K | +15.40% | 875.89K | 19.16 | 0.15% | Share |
| 45 | SCHD | Schwab U.S. Div... | 27.73 | +0.82% | 30.48K | -6.2% | 852.16K | 25.71 | 0.14% | Share |
| 46 | MSFT | Microsoft Corpo... | 501.01 | +0.13% | 2.25K | -20.63% | 844.61K | 388.59 | 0.14% | Share |
| 47 | RTX | RTX Corporation | 157.67 | +1.72% | 6.16K | -7.65% | 815.82K | 63.99 | 0.14% | Share |
| 48 | SHV | iShares Short T... | 110.28 | +0.02% | 7.35K | +100.00% | 812.32K | 110.46 | 0.14% | Share |
| 49 | BSJP | Invesco BulletS... | 23.10 | +0.02% | 34.9K | 0.00% | 804.35K | 22.99 | 0.13% | Share |
| 50 | HD | The Home Depot,... | 423.33 | +2.44% | 2.14K | +15.02% | 782.86K | 350.92 | 0.13% | Share |
| 51 | DBEF | Xtrackers MSCI ... | 46.20 | +0.84% | 17.76K | -1.76% | 769.15K | 42.02 | 0.13% | Share |
| 52 | ACN | Accenture plc | 244.04 | +0.38% | 2.43K | -0.2% | 759.5K | 256.13 | 0.13% | Share |
| 53 | PCAR | PACCAR Inc | 101.76 | +3.14% | 7.7K | 0.00% | 749.78K | 53.73 | 0.12% | Share |
| 54 | ABBV | AbbVie Inc. | 220.19 | +4.04% | 3.52K | -8.91% | 736.46K | 159.43 | 0.12% | Share |
| 55 | BSCP | Invesco BulletS... | 20.72 | +0.05% | 34.61K | -0.84% | 715.78K | 20.75 | 0.12% | Share |
| 56 | XLV | Health Care Sel... | 139.68 | +1.71% | 4.86K | -5.15% | 709.88K | 149.98 | 0.12% | Share |
| 57 | UMI | USCF Midstream ... | 50.68 | +0.63% | 13.47K | +100.00% | 700.65K | 52 | 0.12% | Share |
| 58 | META | Meta Platforms,... | 750.90 | -0.14% | 1.08K | -5.43% | 621.91K | 523.79 | 0.10% | Share |
| 59 | AVIV | Avantis Interna... | 67.14 | +0.93% | 10.8K | -2.39% | 612.32K | 50 | 0.10% | Share |
| 60 | IUSB | iShares Core To... | 46.87 | +0.19% | 12.57K | +1.09% | 579.38K | 48.41 | 0.10% | Share |
| 61 | CVX | Chevron Corpora... | 158.25 | +0.29% | 3.23K | +35.50% | 540.8K | 144.45 | 0.09% | Share |
| 62 | TSLA | Tesla, Inc. | 368.81 | +6.04% | 2.06K | +41.16% | 534.13K | 227.71 | 0.09% | Share |
| 63 | NDAQ | Nasdaq, Inc. | 95.85 | +1.26% | 7K | 0.00% | 530.94K | 60.19 | 0.09% | Share |
| 64 | ECL | Ecolab Inc. | 274.84 | +2.14% | 1.98K | -4.8% | 502.48K | 198.35 | 0.08% | Share |
| 65 | IFRA | iShares U.S. In... | 52.35 | +1.67% | 11.12K | +6.80% | 501.22K | 42.65 | 0.08% | Share |
| 66 | VBND | Vident Core U.S... | 44.53 | +0.18% | 11.3K | -4.07% | 494.16K | 43.59 | 0.08% | Share |
| 67 | JPM | JPMorgan Chase ... | 305.50 | +1.65% | 2.01K | -4.61% | 492.49K | 181.29 | 0.08% | Share |
| 68 | BSCT | Invesco BulletS... | 18.92 | +0.05% | 25.93K | +100.00% | 480.46K | 18.53 | 0.08% | Share |
| 69 | EALT | Innovator U.S. ... | 34.24 | +0.50% | 15.38K | +100.00% | 472.88K | 30.74 | 0.08% | Share |
| 70 | F | Ford Motor Comp... | 11.76 | +2.98% | 46.11K | +3.00% | 462.51K | 16.08 | 0.08% | Share |
| 71 | CL | Colgate-Palmoli... | 84.06 | +1.03% | 4.88K | -0.53% | 457.63K | 85.48 | 0.08% | Share |
| 72 | TBG | TBG Dividend Fo... | 33.80 | +1.17% | 13.37K | +100.00% | 437.78K | 32.75 | 0.07% | Share |
| 73 | BND | Vanguard Total ... | 74.66 | +0.21% | 5.79K | +100.00% | 425.09K | 73.45 | 0.07% | Share |
| 74 | IVV | iShares Core S&... | 660.91 | +0.83% | 694 | 0.00% | 389.96K | 445.71 | 0.06% | Share |
| 75 | BALT | Innovator Defin... | 32.70 | +0.18% | 12.37K | +100.00% | 388.23K | 31.38 | 0.06% | Share |
| 76 | AOK | iShares Core Co... | 40.10 | +0.51% | 9.4K | 0.00% | 353.76K | 35.18 | 0.06% | Share |
| 77 | KBDC | Kayne Anderson ... | 15.11 | -0.4% | 21.56K | +100.00% | 349.69K | 16.22 | 0.06% | Share |
| 78 | DGRO | iShares Core Di... | 68.03 | +1.04% | 5.54K | 0.00% | 342.57K | 48.45 | 0.06% | Share |
| 79 | JAJL | Innovator Equit... | 28.57 | +0.12% | 12.52K | +100.00% | 340.17K | 27.17 | 0.06% | Share |
| 80 | PEP | PepsiCo, Inc. | 144.23 | +1.10% | 2.25K | 0.00% | 337.81K | 169.54 | 0.06% | Share |
| 81 | ZALT | Innovator U.S. ... | 31.72 | +0.12% | 11.05K | +100.00% | 329.11K | 29.77 | 0.05% | Share |
| 82 | LLY | Eli Lilly and C... | 755.95 | +0.18% | 391 | -4.63% | 323.03K | 860.24 | 0.05% | Share |
| 83 | COP | ConocoPhillips | 94.13 | -0.2% | 2.95K | -2.9% | 309.89K | 78.53 | 0.05% | Share |
| 84 | TXRH | Texas Roadhouse... | 167.16 | +0.65% | 1.78K | -2.36% | 296.44K | 159.72 | 0.05% | Share |
| 85 | BSJR | Invesco BulletS... | 22.80 | +0.04% | 13.17K | +100.00% | 295.03K | 22.4 | 0.05% | Share |
| 86 | AGG | iShares Core U.... | 100.63 | +0.19% | 2.87K | -39.82% | 283.7K | 99.81 | 0.05% | Share |
| 87 | ABT | Abbott Laborato... | 132.65 | +2.54% | 2.04K | +1.34% | 271.14K | 101.73 | 0.05% | Share |
| 88 | IGSB | iShares 1-5 Yea... | 53.05 | +0.08% | 4.99K | -0.89% | 261.38K | 51.7 | 0.04% | Share |
| 89 | TPL | Texas Pacific L... | 939.00 | +0.15% | 197 | 0.00% | 261.02K | 1105.96 | 0.04% | Share |
| 90 | SHY | iShares 1-3 Yea... | 82.94 | +0.04% | 3.05K | +100.00% | 252K | 82.73 | 0.04% | Share |
| 91 | SHYG | iShares 0-5 Yea... | 43.23 | +0.20% | 5.8K | +100.00% | 246.45K | 42.52 | 0.04% | Share |
| 92 | EVR | Evercore Inc. | 343.05 | +3.13% | 1.22K | 0.00% | 244.26K | 212.98 | 0.04% | Share |
| 93 | WPC | W. P. Carey Inc... | 68.45 | +1.47% | 3.86K | 0.00% | 243.35K | 78.14 | 0.04% | Share |
| 94 | BSCU | Invesco BulletS... | 17.01 | +0.12% | 14.31K | +100.00% | 237.39K | 16.59 | 0.04% | Share |
| 95 | NOW | ServiceNow, Inc... | 938.41 | +1.61% | 297 | +1.02% | 236.45K | 798.71 | 0.04% | Share |
| 96 | DE | Deere & Company | 476.65 | +1.12% | 495 | 0.00% | 232.33K | 417.33 | 0.04% | Share |
| 97 | PFF | iShares Preferr... | 32.05 | +0.56% | 7.44K | 0.00% | 228.63K | 30.53 | 0.04% | Share |
| 98 | VRT | Vertiv Holdings... | 135.66 | -0.79% | 3.12K | +0.84% | 225.34K | 87.92 | 0.04% | Share |
| 99 | BP | BP p.l.c. | 34.47 | -0.85% | 6.64K | +100.00% | 224.47K | 33.79 | 0.04% | Share |
| 100 | COST | Costco Wholesal... | 964.32 | +0.84% | 234 | -16.43% | 221.31K | 886.52 | 0.04% | Share |
| 101 | PLTR | Palantir Techno... | 164.36 | -1.43% | 2.59K | +100.00% | 218.26K | 84.4 | 0.04% | Share |
| 102 | TOPT | iShares Top 20 ... | 29.59 | +0.53% | 8.62K | +100.00% | 205.21K | 23.82 | 0.03% | Share |
| 103 | AOR | iShares Core 60... | 64.00 | +0.66% | 3.5K | 0.00% | 201.61K | 59.24 | 0.03% | Share |
| 104 | UIS | Unisys Corporat... | 4.08 | +5.30% | 36.86K | 0.00% | 169.18K | 6.33 | 0.03% | Share |