13F HOLDINGS REPORT

Insight Wealth Partners, LLC

Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002108

Total Value

$600.7M

Positions

108

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (108)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR S&P 500 ETF TR	SPY	764,800	$427.8M	71.22%
2	INVESCO EXCH TRD SLF IDX FD	IVZ	571,705	$13.3M	2.21%
3	ISHARES TR	464287242	121,581	$13.2M	2.20%
4	ISHARES GOLD TR	IAU	159,906	$9.4M	1.57%
5	FIDELITY MERRIMACK STR TR	316188309	187,361	$8.6M	1.42%
6	J P MORGAN EXCHANGE TRADED F	46641Q837	168,211	$8.5M	1.42%
7	ISHARES TR	464287176	46,209	$5.1M	0.85%
8	INVESCO ACTIVELY MANAGED EXC	IVZ	101,293	$4.8M	0.79%
9	J P MORGAN EXCHANGE TRADED F	46654Q716	87,936	$4.7M	0.78%
10	VICTORY PORTFOLIOS II	92647N527	96,070	$4.5M	0.75%
11	ISHARES TR	464288513	50,210	$4.0M	0.66%
12	ISHARES TR	464287234	84,400	$3.7M	0.61%
13	DIREXION SHS ETF TR	25459W862	25,897	$3.6M	0.61%
14	PRINCIPAL EXCHANGE TRADED FD	74255Y821	173,087	$3.6M	0.60%
15	ISHARES TR	46435G474	128,461	$3.4M	0.57%
16	ISHARES TR	464288281	36,780	$3.3M	0.55%
17	NVIDIA CORPORATION	NVDA	28,175	$3.1M	0.51%
18	ISHARES TR	464287465	35,100	$2.9M	0.48%
19	INVESCO EXCH TRD SLF IDX FD	IVZ	132,397	$2.9M	0.48%
20	ISHARES TR	464288414	26,154	$2.8M	0.46%
21	ISHARES TR	46429B366	52,073	$2.5M	0.42%
22	DBX ETF TR	233051143	48,345	$2.4M	0.41%
23	PIMCO ETF TR	72201R775	25,791	$2.4M	0.40%
24	APPLE INC	AAPL	10,060	$2.2M	0.37%
25	ISHARES TR	46436E494	25,628	$2.2M	0.37%
26	SPROTT PHYSICAL GOLD TR	SII	84,029	$2.0M	0.34%
27	VANGUARD SCOTTSDALE FDS	92206C409	25,560	$2.0M	0.34%
28	AMAZON COM INC	AMZN	10,288	$2.0M	0.33%
29	TEXAS INSTRS INC	882508104	9,411	$1.7M	0.28%
30	CAPITOL SER TR	14064D550	56,872	$1.5M	0.26%
31	DIAMONDBACK ENERGY INC	FANG	9,536	$1.5M	0.25%
32	AMERICAN CENTY ETF TR	025072802	20,865	$1.5M	0.24%
33	AMERICAN CENTY ETF TR	025072877	16,621	$1.4M	0.24%
34	ISHARES TR	464287523	7,670	$1.4M	0.24%
35	PACER FDS TR	69374H881	22,208	$1.2M	0.20%
36	BROADCOM INC	AVGO	7,180	$1.2M	0.20%
37	SPDR GOLD TR	GLD	4,029	$1.2M	0.19%
38	EXXON MOBIL CORP	XOM	9,204	$1.1M	0.18%
39	CISCO SYS INC	CSCO	17,161	$1.1M	0.18%
40	ETF SER SOLUTIONS	26922A453	10,454	$1.0M	0.17%
41	SCHWAB STRATEGIC TR	808524300	41,803	$1.0M	0.17%
42	WESTERN ASSET PREMIER BD FD	957664105	90,763	$1.0M	0.17%
43	PGIM ETF TR	69344A107	19,664	$977,891	0.16%
44	FIRST TR EXCHANGE TRADED FD	33738R704	13,327	$909,040	0.15%
45	INVESCO EXCH TRD SLF IDX FD	IVZ	43,855	$892,449	0.15%
46	INVESCO EXCH TRD SLF IDX FD	IVZ	45,151	$879,541	0.15%
47	INVESCO EXCH TRD SLF IDX FD	IVZ	44,711	$875,888	0.15%
48	SCHWAB STRATEGIC TR	808524797	30,478	$852,165	0.14%
49	MICROSOFT CORP	MSFT	2,250	$844,608	0.14%
50	RTX CORPORATION	RTX	6,159	$815,821	0.14%
51	ISHARES TR	464288679	7,354	$812,323	0.14%
52	INVESCO EXCH TRD SLF IDX FD	IVZ	34,896	$804,353	0.13%
53	HOME DEPOT INC	HD	2,136	$782,859	0.13%
54	DBX ETF TR	233051200	17,763	$769,150	0.13%
55	ACCENTURE PLC IRELAND	ACN	2,434	$759,505	0.13%
56	PACCAR INC	PCAR	7,700	$749,776	0.12%
57	ABBVIE INC	ABBV	3,515	$736,463	0.12%
58	INVESCO EXCH TRD SLF IDX FD	IVZ	34,612	$715,776	0.12%
59	SELECT SECTOR SPDR TR	81369Y209	4,862	$709,875	0.12%
60	USCF ETF TR	90290T882	13,474	$700,649	0.12%
61	SPDR S&P 500 ETF TR	SPY	1,131	$632,670	0.11%
62	META PLATFORMS INC	META	1,079	$621,908	0.10%
63	AMERICAN CENTY ETF TR	025072364	10,803	$612,320	0.10%
64	ISHARES TR	46434V613	12,573	$579,376	0.10%
65	CHEVRON CORP NEW	CVX	3,233	$540,803	0.09%
66	TESLA INC	TSLA	2,061	$534,129	0.09%
67	NASDAQ INC	NDAQ	6,999	$530,944	0.09%
68	ECOLAB INC	ECL	1,982	$502,477	0.08%
69	ISHARES TR	46435U713	11,121	$501,216	0.08%
70	ETF SER SOLUTIONS	26922A602	11,300	$494,157	0.08%
71	JPMORGAN CHASE & CO.	VYLD	2,008	$492,485	0.08%
72	INVESCO EXCH TRD SLF IDX FD	IVZ	25,929	$480,464	0.08%
73	INNOVATOR ETFS TRUST	INHD	15,381	$472,878	0.08%
74	FORD MTR CO	345370860	46,113	$462,510	0.08%
75	COLGATE PALMOLIVE CO	CL	4,884	$457,631	0.08%
76	EA SERIES TRUST	02072L375	13,369	$437,777	0.07%
77	VANGUARD BD INDEX FDS	921937835	5,787	$425,088	0.07%
78	ISHARES TR	464287200	694	$389,959	0.06%
79	INNOVATOR ETFS TRUST	INHD	12,372	$388,233	0.06%
80	ISHARES TR	464289883	9,401	$353,760	0.06%
81	KAYNE ANDERSON BDC INC	KBDC	21,559	$349,687	0.06%
82	ISHARES TR	46434V621	5,545	$342,570	0.06%
83	INNOVATOR ETFS TRUST	INHD	12,520	$340,168	0.06%
84	PEPSICO INC	PEP	2,253	$337,815	0.06%
85	INNOVATOR ETFS TRUST	INHD	11,055	$329,107	0.05%
86	ELI LILLY & CO	LLY	391	$323,030	0.05%
87	CONOCOPHILLIPS	COP	2,951	$309,894	0.05%
88	TEXAS ROADHOUSE INC	TXRH	1,779	$296,435	0.05%
89	INVESCO EXCH TRD SLF IDX FD	IVZ	13,168	$295,026	0.05%
90	ISHARES TR	464287226	2,868	$283,703	0.05%
91	ABBOTT LABS	ABLZF	2,044	$271,137	0.05%
92	ISHARES TR	464288646	4,991	$261,379	0.04%
93	TEXAS PACIFIC LAND CORPORATI	TPL	197	$261,023	0.04%
94	ISHARES TR	464287457	3,046	$251,996	0.04%
95	ISHARES TR	46434V407	5,796	$246,446	0.04%
96	EVERCORE INC	EVR	1,223	$244,258	0.04%
97	WP CAREY INC	92936U109	3,856	$243,352	0.04%
98	INVESCO EXCH TRD SLF IDX FD	IVZ	14,309	$237,386	0.04%
99	SERVICENOW INC	NOW	297	$236,454	0.04%
100	DEERE & CO	DE	495	$232,328	0.04%
101	ISHARES TR	464288687	7,440	$228,631	0.04%
102	VERTIV HOLDINGS CO	VRT	3,121	$225,337	0.04%
103	BP PLC	BPPFF	6,643	$224,467	0.04%
104	COSTCO WHSL CORP NEW	22160K105	234	$221,313	0.04%
105	PALANTIR TECHNOLOGIES INC	PLTR	2,586	$218,258	0.04%
106	ISHARES TR	46438G570	8,615	$205,209	0.03%
107	ISHARES TR	464289867	3,502	$201,610	0.03%
108	UNISYS CORP	UIS	36,859	$169,183	0.03%