13F HOLDINGS REPORT
Insight Wealth Partners, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001086
Total Value
$730.0M
Positions
95
Other Managers
0
Confidential Omitted
No
Holdings (95)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 948,600 | $556.0M | 76.16% |
| 2 | INVESCO EXCH TRD SLF IDX FD | IVZ | 565,511 | $13.2M | 1.80% |
| 3 | ISHARES TR | 464287242 | 112,895 | $12.1M | 1.65% |
| 4 | ISHARES GOLD TR | IAU | 169,800 | $8.4M | 1.15% |
| 5 | FIDELITY MERRIMACK STR TR | 316188309 | 184,395 | $8.3M | 1.13% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 161,919 | $8.2M | 1.12% |
| 7 | ISHARES TR | 464287234 | 185,800 | $7.8M | 1.06% |
| 8 | ISHARES TR | 464287465 | 73,500 | $5.6M | 0.76% |
| 9 | ISHARES TR | 464287176 | 46,131 | $4.9M | 0.67% |
| 10 | J P MORGAN EXCHANGE TRADED F | 46654Q716 | 88,568 | $4.6M | 0.63% |
| 11 | INVESCO ACTIVELY MANAGED EXC | IVZ | 99,718 | $4.6M | 0.63% |
| 12 | VICTORY PORTFOLIOS II | 92647N527 | 96,719 | $4.4M | 0.61% |
| 13 | DIREXION SHS ETF TR | 25459W862 | 26,254 | $4.4M | 0.61% |
| 14 | NVIDIA CORPORATION | NVDA | 30,259 | $4.1M | 0.56% |
| 15 | ISHARES TR | 464288513 | 48,033 | $3.8M | 0.52% |
| 16 | ISHARES TR | 46435G474 | 123,213 | $3.3M | 0.45% |
| 17 | ISHARES TR | 464288281 | 36,370 | $3.2M | 0.44% |
| 18 | PRINCIPAL EXCHANGE TRADED FD | 74255Y821 | 158,301 | $3.2M | 0.44% |
| 19 | INVESCO EXCH TRD SLF IDX FD | IVZ | 133,750 | $2.9M | 0.40% |
| 20 | ISHARES TR | 464288414 | 26,356 | $2.8M | 0.38% |
| 21 | ARK ETF TR | 00214Q104 | 48,200 | $2.7M | 0.37% |
| 22 | DBX ETF TR | 233051143 | 46,532 | $2.5M | 0.34% |
| 23 | ISHARES TR | 46429B366 | 51,760 | $2.4M | 0.33% |
| 24 | APPLE INC | AAPL | 9,731 | $2.4M | 0.33% |
| 25 | PIMCO ETF TR | 72201R775 | 25,549 | $2.3M | 0.32% |
| 26 | AMAZON COM INC | AMZN | 10,131 | $2.2M | 0.30% |
| 27 | ISHARES TR | 46436E494 | 25,651 | $2.2M | 0.30% |
| 28 | SPROTT PHYSICAL GOLD TR | SII | 102,818 | $2.1M | 0.28% |
| 29 | BROADCOM INC | AVGO | 7,286 | $1.7M | 0.23% |
| 30 | TEXAS INSTRS INC | 882508104 | 8,860 | $1.7M | 0.23% |
| 31 | AMERICAN CENTY ETF TR | 025072877 | 16,692 | $1.6M | 0.22% |
| 32 | ISHARES TR | 464287523 | 7,382 | $1.6M | 0.22% |
| 33 | DIAMONDBACK ENERGY INC | FANG | 9,536 | $1.6M | 0.21% |
| 34 | CAPITOL SER TR | 14064D550 | 51,843 | $1.4M | 0.19% |
| 35 | AMERICAN CENTY ETF TR | 025072802 | 21,112 | $1.4M | 0.19% |
| 36 | PACER FDS TR | 69374H881 | 22,343 | $1.3M | 0.17% |
| 37 | VANGUARD SCOTTSDALE FDS | 92206C409 | 16,072 | $1.3M | 0.17% |
| 38 | SCHWAB STRATEGIC TR | 808524300 | 44,437 | $1.2M | 0.17% |
| 39 | MICROSOFT CORP | MSFT | 2,835 | $1.2M | 0.16% |
| 40 | CISCO SYS INC | CSCO | 17,329 | $1.0M | 0.14% |
| 41 | EXXON MOBIL CORP | XOM | 9,161 | $985,467 | 0.14% |
| 42 | FIRST TR EXCHANGE-TRADED FD | 33738R704 | 12,749 | $982,196 | 0.13% |
| 43 | WESTERN ASSET PREMIER BD FD | 957664105 | 88,764 | $955,988 | 0.13% |
| 44 | SCHWAB STRATEGIC TR | 808524797 | 32,492 | $887,681 | 0.12% |
| 45 | ACCENTURE PLC IRELAND | ACN | 2,439 | $858,016 | 0.12% |
| 46 | SPDR GOLD TR | GLD | 3,413 | $826,390 | 0.11% |
| 47 | INVESCO EXCH TRD SLF IDX FD | IVZ | 41,578 | $807,861 | 0.11% |
| 48 | INVESCO EXCH TRD SLF IDX FD | IVZ | 34,896 | $805,051 | 0.11% |
| 49 | PACCAR INC | PCAR | 7,700 | $800,982 | 0.11% |
| 50 | RTX CORPORATION | RTX | 6,669 | $771,737 | 0.11% |
| 51 | INVESCO EXCH TRD SLF IDX FD | IVZ | 38,149 | $767,939 | 0.11% |
| 52 | INVESCO EXCH TRD SLF IDX FD | IVZ | 38,744 | $754,733 | 0.10% |
| 53 | DBX ETF TR | 233051200 | 18,081 | $748,565 | 0.10% |
| 54 | HOME DEPOT INC | HD | 1,857 | $722,167 | 0.10% |
| 55 | INVESCO EXCH TRD SLF IDX FD | IVZ | 34,906 | $720,809 | 0.10% |
| 56 | SELECT SECTOR SPDR TR | 81369Y209 | 5,126 | $705,189 | 0.10% |
| 57 | ABBVIE INC | ABBV | 3,859 | $685,744 | 0.09% |
| 58 | ETF SER SOLUTIONS | 26922A453 | 6,845 | $684,945 | 0.09% |
| 59 | META PLATFORMS INC | META | 1,141 | $668,273 | 0.09% |
| 60 | SPDR S&P 500 ETF TR | SPY | 1,032 | $604,999 | 0.08% |
| 61 | TESLA INC | TSLA | 1,460 | $589,606 | 0.08% |
| 62 | PGIM ETF TR | 69344A107 | 11,615 | $575,523 | 0.08% |
| 63 | AMERICAN CENTY ETF TR | 025072364 | 11,067 | $574,383 | 0.08% |
| 64 | ISHARES TR | 46434V613 | 12,437 | $562,167 | 0.08% |
| 65 | NASDAQ INC | NDAQ | 6,999 | $541,093 | 0.07% |
| 66 | ETF SER SOLUTIONS | 26922A602 | 11,780 | $506,040 | 0.07% |
| 67 | JPMORGAN CHASE & CO. | VYLD | 2,105 | $504,540 | 0.07% |
| 68 | ECOLAB INC | ECL | 2,082 | $487,854 | 0.07% |
| 69 | ISHARES TR | 46435U713 | 10,413 | $482,009 | 0.07% |
| 70 | ISHARES TR | 464287226 | 4,766 | $461,825 | 0.06% |
| 71 | COLGATE PALMOLIVE CO | CL | 4,910 | $446,368 | 0.06% |
| 72 | FORD MTR CO | 345370860 | 44,771 | $443,233 | 0.06% |
| 73 | ISHARES TR | 464287200 | 694 | $408,544 | 0.06% |
| 74 | ISHARES TR | 464287341 | 9,981 | $381,056 | 0.05% |
| 75 | VERTIV HOLDINGS CO | VRT | 3,095 | $351,623 | 0.05% |
| 76 | ISHARES TR | 464289883 | 9,401 | $350,657 | 0.05% |
| 77 | CHEVRON CORP NEW | CVX | 2,386 | $345,519 | 0.05% |
| 78 | PEPSICO INC | PEP | 2,253 | $342,591 | 0.05% |
| 79 | ISHARES TR | 46434V621 | 5,545 | $340,130 | 0.05% |
| 80 | EVERCORE INC | EVR | 1,223 | $339,003 | 0.05% |
| 81 | TEXAS ROADHOUSE INC | TXRH | 1,822 | $328,743 | 0.05% |
| 82 | ELI LILLY & CO | LLY | 410 | $316,179 | 0.04% |
| 83 | SERVICENOW INC | NOW | 294 | $311,675 | 0.04% |
| 84 | CONOCOPHILLIPS | COP | 3,039 | $301,354 | 0.04% |
| 85 | ISHARES TR | 464288646 | 5,036 | $260,361 | 0.04% |
| 86 | COSTCO WHSL CORP NEW | 22160K105 | 280 | $256,557 | 0.04% |
| 87 | ALPHABET INC | GOOG | 1,240 | $234,744 | 0.03% |
| 88 | ISHARES TR | 464288687 | 7,440 | $233,914 | 0.03% |
| 89 | UNISYS CORP | UIS | 36,859 | $233,317 | 0.03% |
| 90 | ABBOTT LABS | ABLZF | 2,017 | $228,143 | 0.03% |
| 91 | TEXAS PACIFIC LAND CORPORATI | TPL | 197 | $217,874 | 0.03% |
| 92 | WP CAREY INC | 92936U109 | 3,856 | $210,075 | 0.03% |
| 93 | DEERE & CO | DE | 495 | $209,732 | 0.03% |
| 94 | BLACKSTONE INC | BX | 1,183 | $203,974 | 0.03% |
| 95 | ISHARES TR | 464289867 | 3,502 | $200,735 | 0.03% |