Insight Wealth Partners, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$600.7M
Holdings
107
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (107 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 765,931 | $428.5M | 71.33% | Call |
| 2 | BSJQINVESCO EXCH TRD SLF IDX FD | 571,705 | $13.3M | 2.21% | |
| 3 | LQDISHARES TR | 121,581 | $13.2M | 2.20% | |
| 4 | IAU*ISHARES GOLD TR | 159,906 | $9.4M | 1.57% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 187,361 | $8.6M | 1.42% | |
| 6 | JPSTJ P MORGAN EXCHANGE TRADED F | 168,211 | $8.5M | 1.42% | |
| 7 | TIPISHARES TR | 46,209 | $5.1M | 0.85% | |
| 8 | GTOINVESCO ACTIVELY MANAGED EXC | 101,293 | $4.8M | 0.79% | |
| 9 | JBNDJ P MORGAN EXCHANGE TRADED F | 87,936 | $4.7M | 0.78% | |
| 10 | UITBVICTORY PORTFOLIOS II | 96,070 | $4.5M | 0.75% | |
| 11 | HYGISHARES TR | 50,210 | $4.0M | 0.66% | |
| 12 | EEMISHARES TR | 84,400 | $3.7M | 0.61% | Call |
| 13 | SPXLDIREXION SHS ETF TR | 25,897 | $3.6M | 0.61% | |
| 14 | PIEQPRINCIPAL EXCHANGE TRADED FD | 173,087 | $3.6M | 0.60% | |
| 15 | FALNISHARES TR | 128,461 | $3.4M | 0.57% | |
| 16 | EMBISHARES TR | 36,780 | $3.3M | 0.55% | |
| 17 | NVDANVIDIA CORPORATION | 28,175 | $3.1M | 0.51% | |
| 18 | EFAISHARES TR | 35,100 | $2.9M | 0.48% | Call |
| 19 | BSMUINVESCO EXCH TRD SLF IDX FD | 132,397 | $2.9M | 0.48% | |
| 20 | MUBISHARES TR | 26,154 | $2.8M | 0.46% | |
| 21 | CMBSISHARES TR | 52,073 | $2.5M | 0.42% | |
| 22 | SNPEDBX ETF TR | 48,345 | $2.4M | 0.41% | |
| 23 | BONDPIMCO ETF TR | 25,791 | $2.4M | 0.40% | |
| 24 | AAPLAPPLE INC | 10,060 | $2.2M | 0.37% | |
| 25 | LQDBISHARES TR | 25,628 | $2.2M | 0.37% | |
| 26 | PHYS/USPROTT PHYSICAL GOLD TR | 84,029 | $2.0M | 0.34% | |
| 27 | VCSHVANGUARD SCOTTSDALE FDS | 25,560 | $2.0M | 0.34% | |
| 28 | AMZNAMAZON COM INC | 10,288 | $2.0M | 0.33% | |
| 29 | TXNTEXAS INSTRS INC | 9,411 | $1.7M | 0.28% | |
| 30 | TACKCAPITOL SER TR | 56,872 | $1.5M | 0.26% | |
| 31 | FANGDIAMONDBACK ENERGY INC | 9,536 | $1.5M | 0.25% | |
| 32 | AVDVAMERICAN CENTY ETF TR | 20,865 | $1.5M | 0.24% | |
| 33 | AVUVAMERICAN CENTY ETF TR | 16,621 | $1.4M | 0.24% | |
| 34 | SOXXISHARES TR | 7,670 | $1.4M | 0.24% | |
| 35 | COWZPACER FDS TR | 22,208 | $1.2M | 0.20% | |
| 36 | AVGOBROADCOM INC | 7,180 | $1.2M | 0.20% | |
| 37 | GQ9SPDR GOLD TR | 4,029 | $1.2M | 0.19% | |
| 38 | XOMEXXON MOBIL CORP | 9,204 | $1.1M | 0.18% | |
| 39 | CSCOCISCO SYS INC | 17,161 | $1.1M | 0.18% | |
| 40 | OPERETF SER SOLUTIONS | 10,454 | $1.0M | 0.17% | |
| 41 | SCHGSCHWAB STRATEGIC TR | 41,803 | $1.0M | 0.17% | |
| 42 | WEAWESTERN ASSET PREMIER BD FD | 90,763 | $1.0M | 0.17% | |
| 43 | PULSPGIM ETF TR | 19,664 | $977K | 0.16% | |
| 44 | AIRRFIRST TR EXCHANGE TRADED FD | 13,327 | $909K | 0.15% | |
| 45 | BSCSINVESCO EXCH TRD SLF IDX FD | 43,855 | $892K | 0.15% | |
| 46 | BSCQINVESCO EXCH TRD SLF IDX FD | 45,151 | $879K | 0.15% | |
| 47 | BSCRINVESCO EXCH TRD SLF IDX FD | 44,711 | $875K | 0.15% | |
| 48 | SCHDSCHWAB STRATEGIC TR | 30,478 | $852K | 0.14% | |
| 49 | MSFTMICROSOFT CORP | 2,250 | $844K | 0.14% | |
| 50 | RTXRTX CORPORATION | 6,159 | $815K | 0.14% | |
| 51 | SHVISHARES TR | 7,354 | $812K | 0.14% | |
| 52 | BSJPINVESCO EXCH TRD SLF IDX FD | 34,896 | $804K | 0.13% | |
| 53 | HDHOME DEPOT INC | 2,136 | $782K | 0.13% | |
| 54 | DBEFDBX ETF TR | 17,763 | $769K | 0.13% | |
| 55 | ACNACCENTURE PLC IRELAND | 2,434 | $759K | 0.13% | |
| 56 | PCARPACCAR INC | 7,700 | $749K | 0.12% | |
| 57 | ABBVABBVIE INC | 3,515 | $736K | 0.12% | |
| 58 | BSCPINVESCO EXCH TRD SLF IDX FD | 34,612 | $715K | 0.12% | |
| 59 | XLVSELECT SECTOR SPDR TR | 4,862 | $709K | 0.12% | |
| 60 | UMIUSCF ETF TR | 13,474 | $700K | 0.12% | |
| 61 | METAMETA PLATFORMS INC | 1,079 | $621K | 0.10% | |
| 62 | AVIVAMERICAN CENTY ETF TR | 10,803 | $612K | 0.10% | |
| 63 | IUSBISHARES TR | 12,573 | $579K | 0.10% | |
| 64 | CVXCHEVRON CORP NEW | 3,233 | $540K | 0.09% | |
| 65 | TSLATESLA INC | 2,061 | $534K | 0.09% | |
| 66 | NDAQNASDAQ INC | 6,999 | $530K | 0.09% | |
| 67 | ECLECOLAB INC | 1,982 | $502K | 0.08% | |
| 68 | IFRAISHARES TR | 11,121 | $501K | 0.08% | |
| 69 | VBNDETF SER SOLUTIONS | 11,300 | $494K | 0.08% | |
| 70 | JPMJPMORGAN CHASE & CO. | 2,008 | $492K | 0.08% | |
| 71 | BSCTINVESCO EXCH TRD SLF IDX FD | 25,929 | $480K | 0.08% | |
| 72 | EALTINNOVATOR ETFS TRUST | 15,381 | $472K | 0.08% | |
| 73 | FFORD MTR CO | 46,113 | $462K | 0.08% | |
| 74 | CLCOLGATE PALMOLIVE CO | 4,884 | $457K | 0.08% | |
| 75 | TBGEA SERIES TRUST | 13,369 | $437K | 0.07% | |
| 76 | BNDVANGUARD BD INDEX FDS | 5,787 | $425K | 0.07% | |
| 77 | IVVISHARES TR | 694 | $389K | 0.06% | |
| 78 | DDTOINNOVATOR ETFS TRUST | 12,372 | $388K | 0.06% | |
| 79 | AOKISHARES TR | 9,401 | $353K | 0.06% | |
| 80 | KBDCKAYNE ANDERSON BDC INC | 21,559 | $349K | 0.06% | |
| 81 | DGROISHARES TR | 5,545 | $342K | 0.06% | |
| 82 | JAJLINNOVATOR ETFS TRUST | 12,520 | $340K | 0.06% | |
| 83 | PEPPEPSICO INC | 2,253 | $337K | 0.06% | |
| 84 | ZALTINNOVATOR ETFS TRUST | 11,055 | $329K | 0.05% | |
| 85 | LLYELI LILLY & CO | 391 | $323K | 0.05% | |
| 86 | COPCONOCOPHILLIPS | 2,951 | $309K | 0.05% | |
| 87 | TXRHTEXAS ROADHOUSE INC | 1,779 | $296K | 0.05% | |
| 88 | BSJRINVESCO EXCH TRD SLF IDX FD | 13,168 | $295K | 0.05% | |
| 89 | AGGISHARES TR | 2,868 | $283K | 0.05% | |
| 90 | ABTABBOTT LABS | 2,044 | $271K | 0.05% | |
| 91 | IGSBISHARES TR | 4,991 | $261K | 0.04% | |
| 92 | TPLTEXAS PACIFIC LAND CORPORATI | 197 | $261K | 0.04% | |
| 93 | SHYISHARES TR | 3,046 | $251K | 0.04% | |
| 94 | SHYGISHARES TR | 5,796 | $246K | 0.04% | |
| 95 | EVREVERCORE INC | 1,223 | $244K | 0.04% | |
| 96 | WPCWP CAREY INC | 3,856 | $243K | 0.04% | |
| 97 | BSCUINVESCO EXCH TRD SLF IDX FD | 14,309 | $237K | 0.04% | |
| 98 | NOWSERVICENOW INC | 297 | $236K | 0.04% | |
| 99 | DEDEERE & CO | 495 | $232K | 0.04% | |
| 100 | PFFISHARES TR | 7,440 | $228K | 0.04% |
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