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IWP

Insight Wealth Partners Portfolio holdings

AUM $745M
1-Year Est. Return 25.89%
This Fund
S&P 500
This Quarter Est. Return
-0.9%
1 Year Est. Return
+25.89%
3 Year Est. Return
+63.16%
5 Year Est. Return
+53.65%
10 Year Est. Return
–
AUM
$730M
AUM Growth
+$224M
Cap. Flow
-$3.8M
Cap. Flow %
-0.52%
Top 10 Hldgs %
86.15%
Holding
104
New
4
Increased
45
Reduced
35
Closed
9

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$862K
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$692K
3
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$520K
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$517K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$424K

Top Sells

Rank Stock Value
1
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$1.69M
2
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$1.3M
3
JBND icon
JPMorgan Active Bond ETF
JBND
+$1.29M
4
MSFT icon
Microsoft
MSFT
+$797K
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$660K

Sector Composition

Rank Sector Weight
1 Miscellaneous 96.06%
2 Technology 1.85%
3 Consumer Discretionary 0.59%
4 Energy 0.47%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSCS icon
51
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.51B
$768K 0.11%
38,149
+5,316
+16% +$108K
BSCR icon
52
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$755K 0.1%
38,744
+5,011
+15% +$97.9K
DBEF icon
53
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.15B
$749K 0.1%
18,081
-212
-1% -$8.87K
HD icon
54
Home Depot
HD
$305B
$722K 0.1%
1,857
+26
+1% +$10.6K
BSCP
55
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$721K 0.1%
34,906
+433
+1% +$8.94K
XLV icon
56
State Street Health Care Select Sector SPDR ETF
XLV
$43.1B
$705K 0.1%
5,126
-380
-7% -$55.6K
ABBV icon
57
AbbVie
ABBV
$451B
$686K 0.09%
3,859
+5
+0.1% +$919
OPER icon
58
ClearShares Ultra-Short Maturity ETF
OPER
$115M
$685K 0.09%
6,845
-139
-2% -$13.9K
META icon
59
Meta Platforms (Facebook)
META
$1.64T
$668K 0.09%
1,141
-486
-30% -$285K
SPY icon
60
State Street SPDR S&P 500 ETF Trust
SPY
$801B
$605K 0.08%
1,032
+2
+0.2% +$1.18K
TSLA icon
61
Tesla
TSLA
$1.44T
$590K 0.08%
1,460
+19
+1% +$6.11K
PULS icon
62
PGIM Ultra Short Bond ETF
PULS
$18.8B
$576K 0.08%
11,615
-243
-2% -$12.1K
AVIV icon
63
Avantis International Large Cap Value ETF
AVIV
$2.06B
$574K 0.08%
11,067
-200
-2% -$10.8K
IUSB icon
64
iShares Core Universal USD Bond ETF
IUSB
$43.4B
$562K 0.08%
12,437
+963
+8% +$44.2K
NDAQ icon
65
Nasdaq
NDAQ
$51.4B
$541K 0.07%
6,999
– –
VBND icon
66
Vident US Bond Strategy ETF
VBND
$518M
$506K 0.07%
11,780
-206
-2% -$9.02K
JPM icon
67
JPMorgan Chase
JPM
$940B
$505K 0.07%
2,105
-257
-11% -$59.9K
ECL icon
68
Ecolab
ECL
$76.1B
$488K 0.07%
2,082
– –
IFRA icon
69
iShares US Infrastructure ETF
IFRA
$4.15B
$482K 0.07%
10,413
+41
+0.4% +$1.99K
AGG icon
70
iShares Core US Aggregate Bond ETF
AGG
$137B
$462K 0.06%
4,766
+1,593
+50% +$157K
CL icon
71
Colgate-Palmolive
CL
$70.1B
$446K 0.06%
4,910
+26
+0.5% +$2.48K
F icon
72
Ford
F
$55.3B
$443K 0.06%
44,771
+400
+0.9% +$4.27K
IVV icon
73
iShares Core S&P 500 ETF
IVV
$861B
$409K 0.06%
694
– –
IXC icon
74
iShares Global Energy ETF
IXC
$2.91B
$381K 0.05%
9,981
-2,506
-20% -$103K
VRT icon
75
Vertiv
VRT
$95.5B
$352K 0.05%
3,095
+12
+0.4% +$1.43K
1 2
3
4 5

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CCME
CIBC Capital Markets (Europe) Luxembourg $745M AUM
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $745M AUM 27.52% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
HPM
Helix Partners Management New York $744M AUM 62.28% 1-Year Est. Return
RCG
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WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Insight Wealth Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Insight Wealth Partners held 104 positions worth $730M, up 44% from $506M the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Insight Wealth Partners's Q4 2024 filing shows 4 new, 45 increased, 35 reduced and 9 closed positions. Its largest new stake was iShares 1-5 Year Investment Grade Corporate Bond ETF: 5,036 shares worth $260K. The largest sale was Direxion Daily S&P 500 Bull 3x ETF, an estimated $1.69M.

By sector, the portfolio is most concentrated in Miscellaneous at 96% of assets, up from 94% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Insight Wealth Partners's largest Q4 2024 buy was iShares 1-5 Year Investment Grade Corporate Bond ETF: 5,036 shares worth $260K.
  • Insight Wealth Partners added most to Fidelity Total Bond ETF in Q4 2024, an estimated $862K increase.
  • Insight Wealth Partners's biggest Q4 2024 reduction was Direxion Daily S&P 500 Bull 3x ETF, cutting an estimated $1.69M.
  • Insight Wealth Partners fully exited Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2024, selling an estimated $660K.
  • Insight Wealth Partners's ten largest holdings make up 86% of its $730M portfolio in Q4 2024.
  • Insight Wealth Partners opened 4 new positions and closed 9 in Q4 2024.
  • Insight Wealth Partners's portfolio value rose 44% quarter-over-quarter to $730M.

Based on Insight Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.