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IWP

Insight Wealth Partners Portfolio holdings

AUM $713M
1-Year Est. Return 16.55%
This Fund
S&P 500
This Quarter Est. Return
-0.9%
1 Year Est. Return
+16.55%
3 Year Est. Return
+38.91%
5 Year Est. Return
+35.58%
10 Year Est. Return
–
AUM
$730M
AUM Growth
+$224M
Cap. Flow
+$221M
Cap. Flow %
30.28%
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 Technology 1.85%
2 Consumer Discretionary 0.59%
3 Energy 0.47%
4 Industrials 0.29%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AOK icon
76
iShares Core Conservative Allocation ETF
AOK
$787M
$351K 0.05%
9,401
– –
CVX icon
77
Chevron
CVX
$380B
$346K 0.05%
2,386
-411
-15% -$62.9K
PEP icon
78
PepsiCo
PEP
$196B
$343K 0.05%
2,253
-435
-16% -$71.3K
DGRO icon
79
iShares Core Dividend Growth ETF
DGRO
$43.4B
$340K 0.05%
5,545
-1,214
-18% -$76.6K
EVR icon
80
Evercore
EVR
$13.1B
$339K 0.05%
1,223
– –
TXRH icon
81
Texas Roadhouse
TXRH
$13.4B
$329K 0.05%
1,822
+4
+0.2% +$753
LLY icon
82
Eli Lilly
LLY
$1.09T
$316K 0.04%
410
-398
-49% -$330K
NOW icon
83
ServiceNow
NOW
$114B
$312K 0.04%
1,470
+20
+1% +$4.05K
COP icon
84
ConocoPhillips
COP
$141B
$301K 0.04%
3,039
+131
+5% +$13.9K
IGSB icon
85
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$260K 0.04%
+5,036
New +$262K
COST icon
86
Costco
COST
$435B
$257K 0.04%
280
-100
-26% -$92.8K
GOOGL icon
87
Alphabet (Google) Class A
GOOGL
$4.03T
$235K 0.03%
+1,240
New +$217K
PFF icon
88
iShares Preferred and Income Securities ETF
PFF
$13.2B
$234K 0.03%
7,440
– –
UIS icon
89
Unisys
UIS
$246M
$233K 0.03%
+36,859
New +$257K
ABT icon
90
Abbott
ABT
$189B
$228K 0.03%
2,017
+9
+0.4% +$1.04K
TPL icon
91
Texas Pacific Land
TPL
$27.2B
$218K 0.03%
+591
New +$242K
WPC icon
92
W.P. Carey
WPC
$17.1B
$210K 0.03%
3,856
+36
+0.9% +$2.05K
DE icon
93
Deere & Co
DE
$171B
$210K 0.03%
495
– –
BX icon
94
Blackstone
BX
$105B
$204K 0.03%
1,183
-546
-32% -$95.1K
AOR icon
95
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.64B
$201K 0.03%
3,502
– –
AXP icon
96
American Express
AXP
$225B
– –
-777
Closed -$211K
BP icon
97
BP
BP
$109B
– –
-6,540
Closed -$205K
JPIE icon
98
JPMorgan Income ETF
JPIE
$10.1B
– –
-4,504
Closed -$209K
LRCX icon
99
Lam Research
LRCX
$330B
– –
-2,470
Closed -$202K
MSI icon
100
Motorola Solutions
MSI
$72.6B
– –
-484
Closed -$218K
1 2 3
4
5

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ECM
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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 deployed $221M of net new capital in Q4 2024, opening 4 new positions and adding to 45 existing holdings. Its largest new stake was iShares 1-5 Year Investment Grade Corporate Bond ETF: 5,036 shares worth $260K.

By sector, the portfolio is most concentrated in Technology at 1.8% of assets, down from 2.8% a quarter earlier, followed by Consumer Discretionary and Energy.

On the sell side, the largest reduction was Direxion Daily S&P 500 Bull 3x ETF, an estimated $1.69M trimmed.

  • 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.