The Analysis of Insight Wealth Partners, LLC's Holdings
Currently, Insight Wealth Partners, LLC holds 114 types of securities in its portfolio with a total value $226.3M. In the most recent quarter, they have increased their positions in VCIT (+279.1K shares, valued at $23.5M), LQD (+14.8K shares, valued at $1.7M), FBND (+33.8K shares, valued at $1.6M); decreased their positions in SPXL (-14.2K shares, valued at $3.0M), JPST (-49.3K shares, valued at $2.5M), ACN (-704 shares, valued at $173.6K); initiated new positions in VCIT (+279.1K shares, valued at $23.5M), GDX (+4.3K shares, valued at $327.5K), CVNA (+804 shares, valued at $303.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VCIT VANGUARD SCOTTSDALE FDS279.1K sharesnew addition2025-09-302025-11-12
SPXL DIREXION SHS ETF TR101.4K shares-12.28%2025-09-302025-11-12 LQD ISHARES TR121.8K shares13.86%2025-09-302025-11-12 JPST J P MORGAN EXCHANGE TRADED F261.0K shares-15.89%2025-09-302025-11-12 FBND FIDELITY MERRIMACK STR TR226.8K shares17.53%2025-09-302025-11-12 IAU ISHARES GOLD TR89.2K shares-0.26%2025-09-302025-11-12 JBND J P MORGAN EXCHANGE TRADED F115.0K shares21.73%2025-09-302025-11-12 TIP ISHARES TR54.4K shares16.73%2025-09-302025-11-12 UITB VICTORY PORTFOLIOS II126.7K shares22.31%2025-09-302025-11-12 GTO INVESCO ACTIVELY MANAGED EXC124.6K shares21.12%2025-09-302025-11-12 NVDA NVIDIA CORPORATION28.7K shares1.19%2025-09-302025-11-12 HYG ISHARES TR62.4K shares18.88%2025-09-302025-11-12 FALN ISHARES TR155.9K shares16.30%2025-09-302025-11-12 IG PRINCIPAL EXCHANGE TRADED FD194.9K shares5.86%2025-09-302025-11-12 EMB ISHARES TR41.7K shares12.38%2025-09-302025-11-12 MUB ISHARES TR31.6K shares19.23%2025-09-302025-11-12 CMBS ISHARES TR63.3K shares18.14%2025-09-302025-11-12 SNPE DBX ETF TR50.9K shares1.07%2025-09-302025-11-12 BOND PIMCO ETF TR31.9K shares22.02%2025-09-302025-11-12 VCSH VANGUARD SCOTTSDALE FDS32.6K shares25.68%2025-09-302025-11-12 AAPL APPLE INC10.1K shares0.71%2025-09-302025-11-12 AVGO BROADCOM INC7.7K shares2.06%2025-09-302025-11-12 AMZN AMAZON COM INC10.7K shares1.03%2025-09-302025-11-12 LQDB ISHARES TR26.3K shares2.73%2025-09-302025-11-12 UMI USCF ETF TR44.7K shares6.46%2025-09-302025-11-12 BSMU INVESCO EXCH TRD SLF IDX FD103.7K shares-1.41%2025-09-302025-11-12 PHYS SPROTT ASSET MANAGEMENT LP74.1K shares0.00%2025-09-302025-11-12 SOXX ISHARES TR8.0K shares0.53%2025-09-302025-11-12 AVDV AMERICAN CENTY ETF TR22.0K shares3.22%2025-09-302025-11-12 TACK CAPITOL SER TR61.2K shares5.36%2025-09-302025-11-12 AVUV AMERICAN CENTY ETF TR17.8K shares3.47%2025-09-302025-11-12 AIRR FIRST TR EXCHANGE TRADED FD15.8K shares9.73%2025-09-302025-11-12 GLD SPDR GOLD TR4.2K shares-9.23%2025-09-302025-11-12 COWZ PACER FDS TR25.9K shares12.02%2025-09-302025-11-12 FANG DIAMONDBACK ENERGY INC9.5K shares0.00%2025-09-302025-11-12 SCHG SCHWAB STRATEGIC TR42.6K shares3.30%2025-09-302025-11-12 TBG EA SERIES TRUST39.4K shares102.89%2025-09-302025-11-12 MSFT MICROSOFT CORP2.5K shares1.38%2025-09-302025-11-12 CSCO CISCO SYS INC17.3K shares-0.04%2025-09-302025-11-12 DBEF DBX ETF TR25.0K shares24.14%2025-09-302025-11-12 XOM EXXON MOBIL CORP9.9K shares6.09%2025-09-302025-11-12 OPER ETF SER SOLUTIONS10.8K shares-0.92%2025-09-302025-11-12 WEA WESTERN ASSET PREMIER BD FD94.4K shares3.14%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR37.3K shares3.91%2025-09-302025-11-12 PULS PGIM ETF TR20.0K shares-2.30%2025-09-302025-11-12 AVIV AMERICAN CENTY ETF TR14.4K shares23.08%2025-09-302025-11-12 TSLA TESLA INC2.2K shares-2.72%2025-09-302025-11-12 RTX RTX CORPORATION5.7K shares-0.16%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC5.1K shares59.37%2025-09-302025-11-12 BSCS INVESCO EXCH TRD SLF IDX FD45.2K shares-1.29%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR1.4K shares4.44%2025-09-302025-11-12 ZALT INNOVATOR ETFS TRUST29.0K shares162.23%2025-09-302025-11-12 BSCQ INVESCO EXCH TRD SLF IDX FD47.1K shares-0.22%2025-09-302025-11-12 TXN TEXAS INSTRS INC4.9K shares-0.02%2025-09-302025-11-12 SHV ISHARES TR8.2K shares8.09%2025-09-302025-11-12 BSCR INVESCO EXCH TRD SLF IDX FD44.8K shares-4.15%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.2.7K shares13.75%2025-09-302025-11-12 META META PLATFORMS INC1.1K shares0.88%2025-09-302025-11-12 IUSB ISHARES TR17.4K shares37.86%2025-09-302025-11-12 BALT INNOVATOR ETFS TRUST24.7K shares28.40%2025-09-302025-11-12 HD HOME DEPOT INC2.0K shares-2.21%2025-09-302025-11-12 IFRA ISHARES TR15.1K shares20.77%2025-09-302025-11-12 PCAR PACCAR INC7.8K shares0.14%2025-09-302025-11-12 ABBV ABBVIE INC3.2K shares-0.16%2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR5.1K shares6.16%2025-09-302025-11-12 VRT VERTIV HOLDINGS CO4.3K shares1.07%2025-09-302025-11-12 NDAQ NASDAQ INC7.0K shares0.00%2025-09-302025-11-12 BSJQ INVESCO EXCH TRD SLF IDX FD24.8K shares0.86%2025-09-302025-11-12 F FORD MTR CO47.3K shares1.21%2025-09-302025-11-12 BSCT INVESCO EXCH TRD SLF IDX FD29.4K shares4.72%2025-09-302025-11-12 ECL ECOLAB INC1.8K shares-4.94%2025-09-302025-11-12 VBND ETF SER SOLUTIONS10.9K shares-3.52%2025-09-302025-11-12 IVV ISHARES TR694 shares0.00%2025-09-302025-11-12 ACN ACCENTURE PLC IRELAND1.7K shares-28.73%2025-09-302025-11-12 EVR EVERCORE INC1.3K shares2.53%2025-09-302025-11-12 CVX CHEVRON CORP NEW2.7K shares-3.55%2025-09-302025-11-12 AGG ISHARES TR4.1K shares-2.25%2025-09-302025-11-12 CL COLGATE PALMOLIVE CO4.8K shares0.19%2025-09-302025-11-12 AOK ISHARES TR9.4K shares0.00%2025-09-302025-11-12 TOPT ISHARES TR12.1K shares40.23%2025-09-302025-11-12 DGRO ISHARES TR5.2K shares-5.70%2025-09-302025-11-12 SHYG ISHARES TR8.0K shares32.95%2025-09-302025-11-12 NOW SERVICENOW INC368 shares2.51%2025-09-302025-11-12 GDX VANECK ETF TRUST4.3K sharesnew addition2025-09-302025-11-12 BSJR INVESCO EXCH TRD SLF IDX FD14.1K shares0.00%2025-09-302025-11-12 SHY ISHARES TR3.8K shares24.28%2025-09-302025-11-12 PEP PEPSICO INC2.3K shares0.00%2025-09-302025-11-12 TXRH TEXAS ROADHOUSE INC1.9K shares0.00%2025-09-302025-11-12 CVNA CARVANA CO804 sharesnew addition2025-09-302025-11-12 ZSEP INNOVATOR ETFS TRUST11.1K sharesnew addition2025-09-302025-11-12 ZAUG INNOVATOR ETFS TRUST11.1K sharesnew addition2025-09-302025-11-12 GOOGL ALPHABET INC1.2K shares0.00%2025-09-302025-11-12 PFF ISHARES TR9.2K shares23.48%2025-09-302025-11-12 COP CONOCOPHILLIPS3.0K shares0.77%2025-09-302025-11-12 ABT ABBOTT LABS2.1K shares0.05%2025-09-302025-11-12 ORCL ORACLE CORP974 shares-1.22%2025-09-302025-11-12 BSCU INVESCO EXCH TRD SLF IDX FD15.8K shares1.90%2025-09-302025-11-12 IGSB ISHARES TR5.0K shares0.18%2025-09-302025-11-12 WPC WP CAREY INC3.9K shares0.00%2025-09-302025-11-12 DASH DOORDASH INC952 sharesnew addition2025-09-302025-11-12 BND VANGUARD BD INDEX FDS3.4K shares-15.66%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW269 shares-4.61%2025-09-302025-11-12 EPD ENTERPRISE PRODS PARTNERS L7.7K shares17.52%2025-09-302025-11-12 XTOC INNOVATOR ETFS TRUST7.1K sharesnew addition2025-09-302025-11-12 DE DEERE & CO495 shares0.00%2025-09-302025-11-12 DDFL INNOVATOR ETFS TRUST11.1K sharesnew addition2025-09-302025-11-12 LLY ELI LILLY & CO294 shares-24.23%2025-09-302025-11-12 AOR ISHARES TR3.5K shares-1.00%2025-09-302025-11-12 KO COCA COLA CO3.4K shares-0.74%2025-09-302025-11-12 BP BP PLC6.4K sharesnew addition2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL437 shares0.00%2025-09-302025-11-12 AOA ISHARES TR2.4K sharesnew addition2025-09-302025-11-12 VIDI ETF SER SOLUTIONS6.4K sharesnew addition2025-09-302025-11-12 UIS UNISYS CORP36.9K shares0.00%2025-09-302025-11-12 Call Option Holdings
SPY Call CallSPDR S&P 500 ETF TR716.8K shares-3.57%2025-09-302025-11-12 Put Option Holdings
No put option holdings data available