Latest Insight Wealth Partners, LLC Stock Portfolio
$580Million
Equity Portfolio Value
Last Reported on: 10 May, 2024
About Insight Wealth Partners, LLC and it’s 13F Hedge Fund Stock Holdings
Insight Wealth Partners, LLC is a hedge fund based in PLANO, TX. On 11-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $688.1 Millions. In it's latest 13F Holdings report, Insight Wealth Partners, LLC reported an equity portfolio of $580.8 Millions as of 31 Mar, 2024.
The top stock holdings of Insight Wealth Partners, LLC are BBAX, TPL, BSAE. The fund has invested 3.5% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 2.5% of portfolio in TEXAS PACIFIC LAND CORPORATI.
They significantly reduced their stock positions in ETF SER SOLUTIONS (ACIO), PGIM ETF TR (PAB) and ACCENTURE PLC IRELAND (ACN). Insight Wealth Partners, LLC opened new stock positions in VANGUARD BD INDEX FDS (BIV), PACER FDS TR (AFTY) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), TEXAS PACIFIC LAND CORPORATI (TPL) and SPDR GOLD TR (GLD).
The top stock holdings of Insight Wealth Partners, LLC are BBAX, TPL, BSAE. The fund has invested 3.5% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 2.5% of portfolio in TEXAS PACIFIC LAND CORPORATI.
They significantly reduced their stock positions in ETF SER SOLUTIONS (ACIO), PGIM ETF TR (PAB) and ACCENTURE PLC IRELAND (ACN). Insight Wealth Partners, LLC opened new stock positions in VANGUARD BD INDEX FDS (BIV), PACER FDS TR (AFTY) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), TEXAS PACIFIC LAND CORPORATI (TPL) and SPDR GOLD TR (GLD).
New Buys
| Ticker | $ Bought |
|---|---|
| VANGUARD BD INDEX FDS | 693,427 |
| PACER FDS TR | 569,425 |
| SCHWAB STRATEGIC TR | 480,197 |
| META PLATFORMS INC | 357,872 |
| SELECT SECTOR SPDR TR | 299,892 |
| ETF SER SOLUTIONS | 244,655 |
| ELI LILLY & CO | 221,719 |
| SELECT SECTOR SPDR TR | 215,751 |
New stocks bought by Insight Wealth Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 259 |
| TEXAS PACIFIC LAND CORPORATI | 200 |
| SPDR GOLD TR | 73.08 |
| NASDAQ INC | 70.46 |
| FIRST TR EXCHANGE-TRADED FD | 56.28 |
| VANGUARD SCOTTSDALE FDS | 49.57 |
| SCHWAB STRATEGIC TR | 48.45 |
| ISHARES TR | 45.19 |
Additions to existing portfolio by Insight Wealth Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ETF SER SOLUTIONS | -26.86 |
| PGIM ETF TR | -23.04 |
| ACCENTURE PLC IRELAND | -20.84 |
| ABBVIE INC | -18.95 |
| INVESCO EXCH TRD SLF IDX FD | -18.38 |
| ABBOTT LABS | -17.7 |
| SPDR S&P 500 ETF TR | -14.4 |
| QORVO INC | -10.26 |
Insight Wealth Partners, LLC reduced stake in above stock
Sold off
Current Stock Holdings of Insight Wealth Partners, LLC
Last Reported on: 10 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.28 | 9,386 | 1,609,570 | ADDED | 18.9 | |
| AAXJ | ISHARES TR | 0.52 | 38,698 | 3,007,980 | ADDED | 15.97 | |
| AAXJ | ISHARES TR | 0.52 | 34,032 | 3,051,610 | ADDED | 5.95 | |
| AAXJ | ISHARES TR | 0.48 | 26,125 | 2,811,050 | ADDED | 24.71 | |
| AAXJ | ISHARES TR | 0.06 | 10,386 | 334,741 | UNCHANGED | 0.00 | |
| ABBV | ABBVIE INC | 0.12 | 3,850 | 701,085 | REDUCED | -18.95 | |
| ABT | ABBOTT LABS | 0.05 | 2,780 | 315,963 | REDUCED | -17.7 | |
| ACIO | ETF SER SOLUTIONS | 0.16 | 9,086 | 909,918 | REDUCED | -26.86 | |
| ACIO | ETF SER SOLUTIONS | 0.04 | 5,587 | 244,655 | NEW | ||
| ACIO | ETF SER SOLUTIONS | 0.04 | 8,599 | 215,061 | NEW | ||
| ACN | ACCENTURE PLC IRELAND | 0.18 | 3,108 | 1,077,260 | REDUCED | -20.84 | |
| ACSG | DBX ETF TR | 0.33 | 39,891 | 1,907,990 | ADDED | 15.87 | |
| ACWF | ISHARES TR | 0.08 | 9,649 | 439,891 | ADDED | 45.19 | |
| ACWF | ISHARES TR | 0.07 | 6,759 | 392,428 | UNCHANGED | 0.00 | |
| AEMB | AMERICAN CENTY ETF TR | 0.25 | 15,597 | 1,461,620 | ADDED | 21.84 | |
| AEMB | AMERICAN CENTY ETF TR | 0.22 | 19,524 | 1,285,830 | ADDED | 23.17 | |
| AEMB | AMERICAN CENTY ETF TR | 0.10 | 10,804 | 584,280 | ADDED | 25.22 | |
| AFTY | PACER FDS TR | 0.10 | 9,799 | 569,425 | NEW | ||
| AGG | ISHARES TR | 1.74 | 92,765 | 10,104,000 | ADDED | 8.5 | |
| AGG | ISHARES TR | 0.79 | 42,953 | 4,613,620 | ADDED | 20.44 | |
| AGG | ISHARES TR | 0.23 | 5,937 | 1,341,360 | ADDED | 259 | |
| AGG | ISHARES TR | 0.07 | 10,040 | 431,200 | ADDED | 10.34 | |
| AGG | ISHARES TR | 0.06 | 694 | 364,857 | UNCHANGED | 0.00 | |
| AGT | ISHARES TR | 0.47 | 101,468 | 2,725,430 | ADDED | 10.52 | |
| AIRR | FIRST TR EXCHANGE-TRADED FD | 0.10 | 8,775 | 590,826 | ADDED | 56.28 | |
| AMPS | ISHARES TR | 0.36 | 44,857 | 2,112,770 | ADDED | 21.77 | |
| AMZN | AMAZON COM INC | 0.27 | 8,601 | 1,551,450 | ADDED | 10.21 | |
| AOA | ISHARES TR | 0.04 | 6,470 | 238,258 | UNCHANGED | 0.00 | |
| AVGO | BROADCOM INC | 0.15 | 642 | 850,913 | ADDED | 37.47 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 3.51 | 404,533 | 20,408,700 | ADDED | 19.85 | |
| BGRN | ISHARES TR | 0.05 | 6,982 | 302,750 | ADDED | 33.22 | |
| BIV | VANGUARD BD INDEX FDS | 0.12 | 9,547 | 693,427 | NEW | ||
| BNDW | VANGUARD SCOTTSDALE FDS | 0.21 | 15,721 | 1,215,390 | ADDED | 49.57 | |
| BOND | PIMCO ETF TR | 0.36 | 22,799 | 2,094,290 | ADDED | 21.8 | |
| BP | BP PLC | 0.04 | 6,158 | 232,033 | ADDED | 0.74 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 2.31 | 577,591 | 13,388,600 | REDUCED | -0.37 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.52 | 137,870 | 3,049,680 | REDUCED | -18.38 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.13 | 33,122 | 760,150 | REDUCED | -2.74 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.13 | 33,508 | 761,637 | REDUCED | -2.71 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.12 | 34,230 | 699,319 | REDUCED | -2.92 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.12 | 35,902 | 689,677 | REDUCED | -3.82 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.11 | 33,078 | 663,875 | REDUCED | -3.94 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.11 | 33,238 | 641,161 | REDUCED | -4.08 | |
| BTEC | PRINCIPAL EXCHANGE TRADED FD | 0.29 | 82,176 | 1,697,780 | ADDED | 24.73 | |
| CL | COLGATE PALMOLIVE CO | 0.08 | 4,879 | 439,354 | ADDED | 2.63 | |
| COP | CONOCOPHILLIPS | 0.06 | 2,869 | 365,175 | ADDED | 0.91 | |
| CSCO | CISCO SYS INC | 0.14 | 16,683 | 832,649 | UNCHANGED | 0.00 | |
| CVX | CHEVRON CORP NEW | 0.05 | 1,776 | 280,146 | UNCHANGED | 0.00 | |
| CWC | CAPITOL SER TR | 0.22 | 47,974 | 1,268,440 | ADDED | 14.03 | |
| DRN | DIREXION SHS ETF TR | 0.75 | 32,467 | 4,351,560 | ADDED | 7.19 | |
| ECL | ECOLAB INC | 0.08 | 2,082 | 480,734 | UNCHANGED | 0.00 | |
| F | FORD MTR CO DEL | 0.10 | 43,301 | 575,037 | ADDED | 2.54 | |
| FANG | DIAMONDBACK ENERGY INC | 0.32 | 9,536 | 1,889,750 | UNCHANGED | 0.00 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.18 | 151,197 | 6,850,750 | ADDED | 21.44 | |
| FNDA | SCHWAB STRATEGIC TR | 0.13 | 9,474 | 763,889 | ADDED | 48.45 | |
| FNDA | SCHWAB STRATEGIC TR | 0.08 | 5,179 | 480,197 | NEW | ||
| GLD | SPDR GOLD TR | 0.07 | 1,897 | 390,251 | ADDED | 73.08 | |
| GSY | INVESCO ACTIVELY MANAGED ETF | 0.68 | 84,494 | 3,955,160 | ADDED | 22.7 | |
| HD | HOME DEPOT INC | 0.09 | 1,396 | 535,613 | ADDED | 29.86 | |
| HOMB | HOME BANCSHARES INC | 0.05 | 11,277 | 277,076 | ADDED | 0.77 | |
| IAU | ISHARES GOLD TR | 1.13 | 156,509 | 6,574,940 | ADDED | 0.5 | |
| JPM | JPMORGAN CHASE & CO | 0.07 | 1,913 | 383,253 | ADDED | 18.09 | |
| LLY | ELI LILLY & CO | 0.04 | 285 | 221,719 | NEW | ||
| MDT | MEDTRONIC PLC | 0.04 | 2,732 | 238,094 | REDUCED | -0.44 | |
| META | META PLATFORMS INC | 0.06 | 737 | 357,872 | NEW | ||
| MSFT | MICROSOFT CORP | 0.15 | 2,061 | 867,310 | ADDED | 4.3 | |
| NDAQ | NASDAQ INC | 0.07 | 6,278 | 396,142 | ADDED | 70.46 | |
| NVDA | NVIDIA CORPORATION | 0.48 | 3,051 | 2,756,800 | ADDED | 20.64 | |
| ORCL | ORACLE CORP | 0.04 | 1,641 | 206,126 | NEW | ||
| PAB | PGIM ETF TR | 0.13 | 15,214 | 756,136 | REDUCED | -23.04 | |
| PCAR | PACCAR INC | 0.16 | 7,586 | 939,795 | ADDED | 0.15 | |
| PEP | PEPSICO INC | 0.07 | 2,177 | 380,997 | UNCHANGED | 0.00 | |
| PHYS | SPROTT PHYSICAL GOLD TR | 0.48 | 159,627 | 2,761,550 | REDUCED | -1.02 | |
| QRVO | QORVO INC | 0.04 | 1,750 | 200,953 | REDUCED | -10.26 | |
| RTX | RTX CORPORATION | 0.11 | 6,607 | 644,381 | REDUCED | -0.11 | |
| SPY | SPDR S&P 500 ETF TR | 0.09 | 975 | 509,993 | REDUCED | -14.4 | |
| TPL | TEXAS PACIFIC LAND CORPORATI | 2.45 | 24,585 | 14,222,700 | ADDED | 200 | |
| TXN | TEXAS INSTRS INC | 0.29 | 9,615 | 1,675,030 | ADDED | 3.26 | |
| TXRH | TEXAS ROADHOUSE INC | 0.04 | 1,306 | 201,738 | NEW | ||
| WPC | WP CAREY INC | 0.08 | 8,177 | 461,510 | REDUCED | -3.94 | |
| XLB | SELECT SECTOR SPDR TR | 0.05 | 2,030 | 299,892 | NEW | ||
| XLB | SELECT SECTOR SPDR TR | 0.04 | 2,285 | 215,751 | NEW | ||
| XOM | EXXON MOBIL CORP | 0.15 | 7,442 | 865,104 | ADDED | 0.04 | |
| WESTERN ASSET PREMIER BD FD | 0.16 | 84,794 | 902,206 | REDUCED | -2.47 |