13F HOLDINGS REPORT

Insight Wealth Partners, LLC

Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001172661-24-004664

Total Value

$506.3M

Positions

100

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (100)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR S&P 500 ETF TR	SPY	562,400	$322.7M	63.73%
2	INVESCO EXCH TRD SLF IDX FD	IVZ	565,916	$13.3M	2.62%
3	ISHARES TR	464287242	106,567	$12.0M	2.38%
4	ISHARES TR	464287465	108,000	$9.0M	1.78%
5	ISHARES TR	464287234	185,300	$8.5M	1.68%
6	J P MORGAN EXCHANGE TRADED F	46641Q837	163,955	$8.3M	1.64%
7	ISHARES GOLD TR	IAU	163,724	$8.1M	1.61%
8	FIDELITY MERRIMACK STR TR	316188309	165,542	$7.7M	1.53%
9	J P MORGAN EXCHANGE TRADED F	46654Q716	112,948	$6.2M	1.22%
10	VICTORY PORTFOLIOS II	92647N527	124,491	$6.0M	1.18%
11	DIREXION SHS ETF TR	25459W862	35,967	$5.9M	1.16%
12	ISHARES TR	464287176	42,745	$4.7M	0.93%
13	INVESCO ACTIVELY MANAGED EXC	IVZ	88,747	$4.3M	0.85%
14	NVIDIA CORPORATION	NVDA	29,739	$3.6M	0.71%
15	ISHARES TR	464288513	41,482	$3.3M	0.66%
16	PRINCIPAL EXCHANGE TRADED FD	74255Y821	151,286	$3.2M	0.64%
17	ISHARES TR	464288281	33,805	$3.2M	0.62%
18	INVESCO EXCH TRD SLF IDX FD	IVZ	134,853	$3.0M	0.59%
19	ISHARES TR	46435G474	107,533	$2.9M	0.58%
20	APPLE INC	AAPL	11,307	$2.6M	0.52%
21	ISHARES TR	464288414	24,195	$2.6M	0.52%
22	SPROTT PHYSICAL GOLD TR	SII	127,601	$2.6M	0.51%
23	DBX ETF TR	233051143	46,113	$2.4M	0.48%
24	ISHARES TR	46429B366	46,836	$2.3M	0.45%
25	ARK ETF TR	00214Q104	48,200	$2.3M	0.45%
26	PIMCO ETF TR	72201R775	23,791	$2.3M	0.44%
27	ISHARES TR	46436E494	25,039	$2.2M	0.44%
28	AMAZON COM INC	AMZN	11,111	$2.1M	0.41%
29	MICROSOFT CORP	MSFT	4,705	$2.0M	0.40%
30	TEXAS INSTRS INC	882508104	9,358	$1.9M	0.38%
31	ISHARES TR	464287523	7,353	$1.7M	0.33%
32	DIAMONDBACK ENERGY INC	FANG	9,539	$1.6M	0.32%
33	AMERICAN CENTY ETF TR	025072877	16,728	$1.6M	0.32%
34	AMERICAN CENTY ETF TR	025072802	21,111	$1.5M	0.29%
35	CAPITOL SER TR	14064D550	52,329	$1.5M	0.29%
36	PACER FDS TR	69374H881	22,556	$1.3M	0.26%
37	SCHWAB STRATEGIC TR	808524300	12,426	$1.3M	0.26%
38	BROADCOM INC	AVGO	7,259	$1.3M	0.25%
39	VANGUARD SCOTTSDALE FDS	92206C409	14,784	$1.2M	0.23%
40	EXXON MOBIL CORP	XOM	9,171	$1.1M	0.21%
41	SCHWAB STRATEGIC TR	808524797	12,469	$1.1M	0.21%
42	FIRST TR EXCHANGE-TRADED FD	33738R704	12,740	$951,292	0.19%
43	WESTERN ASSET PREMIER BD FD	957664105	84,295	$950,850	0.19%
44	CISCO SYS INC	CSCO	17,801	$947,369	0.19%
45	META PLATFORMS INC	META	1,627	$931,365	0.18%
46	ACCENTURE PLC IRELAND	ACN	2,426	$857,542	0.17%
47	SELECT SECTOR SPDR TR	81369Y209	5,506	$848,034	0.17%
48	SPDR GOLD TR	GLD	3,401	$826,647	0.16%
49	RTX CORPORATION	RTX	6,669	$808,016	0.16%
50	INVESCO EXCH TRD SLF IDX FD	IVZ	33,558	$775,861	0.15%
51	DBX ETF TR	233051200	18,293	$768,672	0.15%
52	ABBVIE INC	ABBV	3,854	$761,088	0.15%
53	PACCAR INC	PCAR	7,700	$759,863	0.15%
54	HOME DEPOT INC	HD	1,831	$742,062	0.15%
55	ELI LILLY & CO	LLY	808	$715,815	0.14%
56	INVESCO EXCH TRD SLF IDX FD	IVZ	36,549	$714,898	0.14%
57	INVESCO EXCH TRD SLF IDX FD	IVZ	34,473	$711,867	0.14%
58	ETF SER SOLUTIONS	26922A453	6,984	$699,407	0.14%
59	INVESCO EXCH TRD SLF IDX FD	IVZ	32,833	$675,046	0.13%
60	INVESCO EXCH TRD SLF IDX FD	IVZ	33,733	$665,215	0.13%
61	INVESCO EXCH TRD SLF IDX FD	IVZ	29,049	$659,993	0.13%
62	AMERICAN CENTY ETF TR	025072364	11,267	$632,523	0.12%
63	SPDR S&P 500 ETF TR	SPY	1,030	$591,097	0.12%
64	PGIM ETF TR	69344A107	11,858	$590,291	0.12%
65	ISHARES TR	46434V613	11,474	$540,649	0.11%
66	ETF SER SOLUTIONS	26922A602	11,986	$537,873	0.11%
67	ECOLAB INC	ECL	2,082	$531,597	0.10%
68	NASDAQ INC	NDAQ	6,999	$510,997	0.10%
69	COLGATE PALMOLIVE CO	CL	4,884	$507,008	0.10%
70	ISHARES TR	464287341	12,487	$505,466	0.10%
71	JPMORGAN CHASE & CO.	VYLD	2,362	$498,079	0.10%
72	ISHARES TR	46435U713	10,372	$487,165	0.10%
73	FORD MTR CO	345370860	44,371	$468,562	0.09%
74	PEPSICO INC	PEP	2,688	$457,094	0.09%
75	ISHARES TR	46434V621	6,759	$423,722	0.08%
76	CHEVRON CORP NEW	CVX	2,797	$411,893	0.08%
77	ISHARES TR	464287200	694	$400,313	0.08%
78	TESLA INC	TSLA	1,441	$377,009	0.07%
79	ISHARES TR	464289883	9,401	$363,443	0.07%
80	COSTCO WHSL CORP NEW	22160K105	380	$336,878	0.07%
81	ISHARES TR	464287226	3,173	$321,330	0.06%
82	TEXAS ROADHOUSE INC	TXRH	1,818	$321,059	0.06%
83	EVERCORE INC	EVR	1,223	$309,835	0.06%
84	VERTIV HOLDINGS CO	VRT	3,083	$306,728	0.06%
85	CONOCOPHILLIPS	COP	2,908	$306,155	0.06%
86	BLACKSTONE INC	BX	1,729	$264,762	0.05%
87	SERVICENOW INC	NOW	290	$259,373	0.05%
88	ISHARES TR	464288687	7,440	$247,231	0.05%
89	ETF SER SOLUTIONS	26922A404	8,859	$238,958	0.05%
90	WP CAREY INC	92936U109	3,820	$237,986	0.05%
91	ABBOTT LABS	ABLZF	2,008	$228,932	0.05%
92	MOTOROLA SOLUTIONS INC	MSI	484	$217,621	0.04%
93	SELECT SECTOR SPDR TR	81369Y506	2,432	$213,557	0.04%
94	AMERICAN EXPRESS CO	AXP	777	$210,722	0.04%
95	J P MORGAN EXCHANGE TRADED F	46641Q159	4,504	$208,963	0.04%
96	ISHARES TR	464289867	3,502	$207,458	0.04%
97	DEERE & CO	DE	495	$206,578	0.04%
98	ORACLE CORP	ORCL-PD	1,212	$206,525	0.04%
99	BP PLC	BPPFF	6,540	$205,291	0.04%
100	LAM RESEARCH CORP	LRCX	247	$201,572	0.04%