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 $240.3M. In the most recent quarter, they have increased their positions in IEF (+35.1K shares, valued at $3.4M), LQD (+13.3K shares, valued at $1.5M), SPUU (+5.0K shares, valued at $917.9K); decreased their positions in BSCQ (-29.2K shares, valued at $571.3K), SPXL (-2.3K shares, valued at $498.4K), BALT (-10.2K shares, valued at $342.8K); initiated new positions in IEF (+35.1K shares, valued at $3.4M), SPUU (+5.0K shares, valued at $917.9K), N/A (+11.9K shares, valued at $833.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VCIT VANGUARD SCOTTSDALE FDS275.9K shares-1.12%2025-12-312026-02-17
SPXL DIREXION SHS ETF TR99.2K shares-2.23%2025-12-312026-02-17 LQD ISHARES TR135.1K shares10.91%2025-12-312026-02-17 JPST J P MORGAN EXCHANGE TRADED F268.2K shares2.77%2025-12-312026-02-17 FBND FIDELITY MERRIMACK STR TR237.8K shares4.87%2025-12-312026-02-17 JBND J P MORGAN EXCHANGE TRADED F122.1K shares6.17%2025-12-312026-02-17 UITB VICTORY PORTFOLIOS II135.7K shares7.12%2025-12-312026-02-17 TIP ISHARES TR57.2K shares5.11%2025-12-312026-02-17 GTO INVESCO ACTIVELY MANAGED EXC132.0K shares5.96%2025-12-312026-02-17 HYG ISHARES TR68.3K shares9.48%2025-12-312026-02-17 NVDA NVIDIA CORPORATION27.3K shares-5.09%2025-12-312026-02-17 FALN ISHARES TR174.2K shares11.77%2025-12-312026-02-17 IG PRINCIPAL EXCHANGE TRADED FD220.6K shares13.19%2025-12-312026-02-17 EMB ISHARES TR45.1K shares8.30%2025-12-312026-02-17 MUB ISHARES TR33.0K shares4.54%2025-12-312026-02-17 IEF ISHARES TR35.1K sharesnew addition2025-12-312026-02-17 CMBS ISHARES TR66.4K shares4.91%2025-12-312026-02-17 BOND PIMCO ETF TR33.8K shares5.86%2025-12-312026-02-17 SNPE DBX ETF TR50.2K shares-1.44%2025-12-312026-02-17 BROADCOM INC BROADCOM INC7.7K shares0.04%2025-12-312026-02-17 AAPL APPLE INC9.7K shares-3.43%2025-12-312026-02-17 VCSH VANGUARD SCOTTSDALE FDS32.4K shares-0.55%2025-12-312026-02-17 AMZN AMAZON COM INC10.7K shares0.48%2025-12-312026-02-17 PHYS SPROTT ASSET MANAGEMENT LP73.4K shares-0.93%2025-12-312026-02-17 UMI USCF ETF TR49.1K shares9.82%2025-12-312026-02-17 LQDB ISHARES TR27.4K shares4.23%2025-12-312026-02-17 SOXX ISHARES TR7.7K shares-3.62%2025-12-312026-02-17 BSMU INVESCO EXCH TRD SLF IDX FD103.7K shares0.00%2025-12-312026-02-17 AVDV AMERICAN CENTY ETF TR22.1K shares0.16%2025-12-312026-02-17 TACK CAPITOL SER TR62.5K shares2.12%2025-12-312026-02-17 SPY SPDR S&P 500 ETF TR2.7K shares96.83%2025-12-312026-02-17 AVUV AMERICAN CENTY ETF TR17.8K shares0.15%2025-12-312026-02-17 TBG EA SERIES TRUST54.1K shares37.45%2025-12-312026-02-17 GLD SPDR GOLD TR4.3K shares1.38%2025-12-312026-02-17 AIRR FIRST TR EXCHANGE TRADED FD16.1K shares2.26%2025-12-312026-02-17 COWZ PACER FDS TR25.3K shares-2.01%2025-12-312026-02-17 FANG DIAMONDBACK ENERGY INC9.5K shares0.00%2025-12-312026-02-17 SCHG SCHWAB STRATEGIC TR40.8K shares-4.26%2025-12-312026-02-17 CSCO CISCO SYS INC16.4K shares-4.90%2025-12-312026-02-17 DBEF DBX ETF TR24.7K shares-1.04%2025-12-312026-02-17 MSFT MICROSOFT CORP2.4K shares-5.56%2025-12-312026-02-17 ALPHABET INC ALPHABET INC3.6K shares196.17%2025-12-312026-02-17 XOM EXXON MOBIL CORP9.2K shares-7.58%2025-12-312026-02-17 WEA WESTERN ASSET PREMIER BD FD94.8K shares0.49%2025-12-312026-02-17 RTX RTX CORPORATION5.7K shares0.00%2025-12-312026-02-17 SCHD SCHWAB STRATEGIC TR37.8K shares1.44%2025-12-312026-02-17 TOPT ISHARES TR33.2K shares174.72%2025-12-312026-02-17 AVIV AMERICAN CENTY ETF TR14.5K shares0.61%2025-12-312026-02-17 OPER ETF SER SOLUTIONS10.0K shares-7.13%2025-12-312026-02-17 TSLA TESLA INC2.2K shares-0.37%2025-12-312026-02-17 PULS PGIM ETF TR19.6K shares-1.95%2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC5.2K shares1.50%2025-12-312026-02-17 SPUU DIREXION SHS ETF TR5.0K sharesnew addition2025-12-312026-02-17 CVNA CARVANA CO2.2K shares169.28%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.2.8K shares5.00%2025-12-312026-02-17 BSCS INVESCO EXCH TRD SLF IDX FD44.0K shares-2.70%2025-12-312026-02-17 VBND ETF SER SOLUTIONS19.9K shares82.86%2025-12-312026-02-17 IUSB ISHARES TR18.7K shares7.66%2025-12-312026-02-17 PCAR PACCAR INC7.8K shares0.15%2025-12-312026-02-17 VRT VERTIV HOLDINGS CO5.3K shares20.86%2025-12-312026-02-17 ROCKET LAB CORP ROCKET LAB CORP11.9K sharesnew addition2025-12-312026-02-17 TXN TEXAS INSTRS INC4.7K shares-5.20%2025-12-312026-02-17 SHV ISHARES TR7.3K shares-10.74%2025-12-312026-02-17 GDX VANECK ETF TRUST9.2K shares114.02%2025-12-312026-02-17 XLV SELECT SECTOR SPDR TR5.0K shares-1.76%2025-12-312026-02-17 IFRA ISHARES TR14.7K shares-2.84%2025-12-312026-02-17 ZALT INNOVATOR ETFS TRUST23.1K shares-20.19%2025-12-312026-02-17 META META PLATFORMS INC1.1K shares-4.99%2025-12-312026-02-17 BROS DUTCH BROS INC11.7K sharesnew addition2025-12-312026-02-17 ABBV ABBVIE INC2.7K shares-15.38%2025-12-312026-02-17 F FORD MTR CO47.0K shares-0.63%2025-12-312026-02-17 BSCR INVESCO EXCH TRD SLF IDX FD29.5K shares-34.04%2025-12-312026-02-17 BSCT INVESCO EXCH TRD SLF IDX FD28.6K shares-2.78%2025-12-312026-02-17 BALT INNOVATOR ETFS TRUST14.4K shares-41.48%2025-12-312026-02-17 IVV ISHARES TR694 shares0.00%2025-12-312026-02-17 ECL ECOLAB INC1.8K shares-1.40%2025-12-312026-02-17 EVR EVERCORE INC1.3K shares0.00%2025-12-312026-02-17 AGG ISHARES TR4.1K shares0.00%2025-12-312026-02-17 AOK ISHARES TR9.4K shares0.00%2025-12-312026-02-17 KE KIMBALL ELECTRONICS INC13.3K sharesnew addition2025-12-312026-02-17 DGRO ISHARES TR5.2K shares0.00%2025-12-312026-02-17 MODG TOPGOLF CALLAWAY BRANDS CORP30.2K sharesnew addition2025-12-312026-02-17 BSCQ INVESCO EXCH TRD SLF IDX FD17.9K shares-62.02%2025-12-312026-02-17 LLY ELI LILLY & CO307 shares4.42%2025-12-312026-02-17 PEP PEPSICO INC2.3K shares0.40%2025-12-312026-02-17 CVX CHEVRON CORP NEW2.1K shares-21.49%2025-12-312026-02-17 SHYG ISHARES TR7.4K shares-7.63%2025-12-312026-02-17 BSJQ INVESCO EXCH TRD SLF IDX FD12.8K shares-48.44%2025-12-312026-02-17 SHY ISHARES TR3.5K shares-8.20%2025-12-312026-02-17 PFF ISHARES TR9.2K shares0.00%2025-12-312026-02-17 COP CONOCOPHILLIPS3.0K shares0.94%2025-12-312026-02-17 ZSEP INNOVATOR ETFS TRUST10.5K shares-5.82%2025-12-312026-02-17 BSCU INVESCO EXCH TRD SLF IDX FD15.8K shares0.00%2025-12-312026-02-17 IGSB ISHARES TR5.0K shares-0.12%2025-12-312026-02-17 ABT ABBOTT LABS2.1K shares2.92%2025-12-312026-02-17 APP APPLOVIN CORP392 sharesnew addition2025-12-312026-02-17 HOOD ROBINHOOD MKTS INC2.3K sharesnew addition2025-12-312026-02-17 EPD ENTERPRISE PRODS PARTNERS L8.2K shares5.83%2025-12-312026-02-17 WPC WP CAREY INC3.9K shares0.36%2025-12-312026-02-17 BSJR INVESCO EXCH TRD SLF IDX FD11.0K shares-22.04%2025-12-312026-02-17 KO COCA COLA CO3.4K shares2.77%2025-12-312026-02-17 BND VANGUARD BD INDEX FDS3.2K shares-5.41%2025-12-312026-02-17 QBTS D-WAVE QUANTUM INC9.2K sharesnew addition2025-12-312026-02-17 AOA ISHARES TR2.6K shares10.67%2025-12-312026-02-17 CL COLGATE PALMOLIVE CO2.9K shares-40.28%2025-12-312026-02-17 COST COSTCO WHSL CORP NEW258 shares-4.09%2025-12-312026-02-17 AOR ISHARES TR3.4K shares-2.31%2025-12-312026-02-17 DE DEERE & CO468 shares-5.45%2025-12-312026-02-17 IWM ISHARES TR885 sharesnew addition2025-12-312026-02-17 ALPHABET INC ALPHABET INC693 sharesnew addition2025-12-312026-02-17 VIDI ETF SER SOLUTIONS6.2K shares-3.11%2025-12-312026-02-17 IBM INTERNATIONAL BUSINESS MACHS685 sharesnew addition2025-12-312026-02-17 UIS UNISYS CORP32.9K shares-10.85%2025-12-312026-02-17 Call Option Holdings
SPY Call CallSPDR S&P 500 ETF TR717.6K shares0.11%2025-12-312026-02-17 Put Option Holdings
No put option holdings data available