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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
+7.24%
1 Year Est. Return
+16.55%
3 Year Est. Return
+38.91%
5 Year Est. Return
+35.58%
10 Year Est. Return
–
AUM
$258M
AUM Growth
-$343M
Cap. Flow
-$14.8M
Cap. Flow %
-5.74%
Top 10 Hldgs %
61.77%
Holding
114
New
6
Increased
66
Reduced
21
Closed
6

Top Buys

Rank Stock Value
1
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$12.6M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.18M
3
UMI icon
USCF Midstream Energy Income Fund
UMI
+$1.42M
4
UITB icon
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
+$350K
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$344K

Top Sells

Rank Stock Value
1
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$12.7M
2
IAU icon
iShares Gold Trust
IAU
+$4.36M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.57M
4
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$804K
5
TXN icon
Texas Instruments
TXN
+$794K

Sector Composition

Rank Sector Weight
1 Technology 5.51%
2 Consumer Discretionary 1.8%
3 Energy 1.32%
4 Industrials 0.92%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
76
Chevron
CVX
$388B
$399K 0.16%
2,788
-445
-14% -$62.7K
NOW icon
77
ServiceNow
NOW
$102B
$369K 0.14%
1,795
+310
+21% +$58.5K
AOK icon
78
iShares Core Conservative Allocation ETF
AOK
$803M
$367K 0.14%
9,401
– –
DGRO icon
79
iShares Core Dividend Growth ETF
DGRO
$42.6B
$355K 0.14%
5,545
– –
TXRH icon
80
Texas Roadhouse
TXRH
$12.7B
$348K 0.13%
1,855
+76
+4% +$13.6K
JAJL
81
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$258M
$342K 0.13%
12,150
-370
-3% -$10.1K
ZALT icon
82
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$728M
$340K 0.13%
11,055
– –
EVR icon
83
Evercore
EVR
$13.1B
$330K 0.13%
1,223
– –
KBDC
84
Kayne Anderson BDC
KBDC
$892M
$329K 0.13%
21,559
– –
BSJR icon
85
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$856M
$320K 0.12%
14,073
+905
+7% +$20.3K
LLY icon
86
Eli Lilly
LLY
$1.07T
$302K 0.12%
388
-3
-0.8% -$2.33K
BND icon
87
Vanguard Total Bond Market
BND
$157B
$300K 0.12%
4,073
-1,714
-30% -$125K
PEP icon
88
PepsiCo
PEP
$186B
$297K 0.12%
2,253
– –
ABT icon
89
Abbott
ABT
$180B
$280K 0.11%
2,056
+12
+0.6% +$1.58K
COST icon
90
Costco
COST
$415B
$279K 0.11%
282
+48
+21% +$47.7K
COP icon
91
ConocoPhillips
COP
$147B
$266K 0.1%
2,969
+18
+0.6% +$1.62K
IGSB icon
92
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$264K 0.1%
5,013
+22
+0.4% +$1.15K
SHYG icon
93
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.57B
$261K 0.1%
6,051
+255
+4% +$10.8K
BSCU icon
94
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.63B
$260K 0.1%
15,523
+1,214
+8% +$20.1K
SHY icon
95
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$255K 0.1%
3,073
+27
+0.9% +$2.23K
DE icon
96
Deere & Co
DE
$170B
$252K 0.1%
495
– –
WPC icon
97
W.P. Carey
WPC
$17.1B
$241K 0.09%
3,856
– –
KO icon
98
Coca-Cola
KO
$354B
$239K 0.09%
+3,380
New +$241K
TOPT
99
iShares Top 20 U.S. Stocks ETF
TOPT
$662M
$235K 0.09%
8,615
– –
PFF icon
100
iShares Preferred and Income Securities ETF
PFF
$13.2B
$228K 0.09%
7,440
– –
1 2 3
4
5

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DCM
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TLP
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ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
DCM
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AMPWP
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GEA
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PCS
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ECM
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Insight Wealth Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Insight Wealth Partners held 114 positions worth $258M, down 57% from $601M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Insight Wealth Partners withdrew a net $14.8M in Q2 2025, closing 6 positions and reducing 21 holdings. Its most notable exit was Invesco BulletShares 2025 High Yield Corporate Bond ETF, an estimated $804K position sold in full.

By sector, the portfolio is most concentrated in Technology at 5.5% of assets, up from 1.9% a quarter earlier, followed by Consumer Discretionary and Energy.

Against the trend, Insight Wealth Partners opened a new position in Coca-Cola worth $239K.

  • Insight Wealth Partners's largest Q2 2025 buy was Coca-Cola: 3,380 shares worth $239K.
  • Insight Wealth Partners added most to Direxion Daily S&P 500 Bull 3x ETF in Q2 2025, an estimated $12.6M increase.
  • Insight Wealth Partners's biggest Q2 2025 reduction was Invesco BulletShares 2026 High Yield Corporate Bond ETF, cutting an estimated $12.7M.
  • Insight Wealth Partners fully exited Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2025, selling an estimated $804K.
  • Insight Wealth Partners's ten largest holdings make up 62% of its $258M portfolio in Q2 2025.
  • Insight Wealth Partners opened 6 new positions and closed 6 in Q2 2025.
  • Insight Wealth Partners's portfolio value fell 57% quarter-over-quarter to $258M.

Based on Insight Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.