Latest Insight Wealth Partners, LLC Stock Portfolio

Insight Wealth Partners, LLC Performance:

2025 Q2: 2.49%YTD: 1.27%2024: 0.9%

Performance for 2025 Q2 is 2.49%, and YTD is 1.27%, and 2024 is 0.9%.

About Insight Wealth Partners, LLC and 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 $257.7 Millions as of 30 Jun, 2025.

The top stock holdings of Insight Wealth Partners, LLC are DRN, BBAX, IJR. The fund has invested 7.8% of it's portfolio in DIREXION SHS ETF TR and 6.1% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (BSAE), INNOVATOR ETFS TRUST (BALT) and BP PLC stocks. They significantly reduced their stock positions in INVESCO EXCH TRD SLF IDX FD (BSAE), TEXAS INSTRS INC (TXN) and ISHARES GOLD TR (IAU). Insight Wealth Partners, LLC opened new stock positions in COCA COLA CO (KO), ORACLE CORP (ORCL) and BERKSHIRE HATHAWAY INC DEL. The fund showed a lot of confidence in some stocks as they added substantially to DIREXION SHS ETF TR (DRN), USCF ETF TR (BUY) and J P MORGAN EXCHANGE TRADED F (BBAX).

Insight Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Insight Wealth Partners, LLC made a return of 2.49% in the last quarter. In trailing 12 months, it's portfolio return was 1.36%.

New Buys

Ticker	$ Bought
coca cola co	239,121
oracle corp	215,569
berkshire hathaway inc del	212,282
alphabet inc	211,671
enterprise prods partners l	203,550
international business machs	203,398

New stocks bought by Insight Wealth Partners, LLC

Additions

Ticker	% Inc.
direxion shs etf tr	346
uscf etf tr	211
j p morgan exchange traded f	84.47
innovator etfs trust	55.25
ishares tr	46.97
ea series trust	45.1
vertiv holdings co	37.81
palantir technologies inc	24.86

Additions to existing portfolio by Insight Wealth Partners, LLC

Reductions

Ticker	% Reduced
invesco exch trd slf idx fd	-95.7
texas instrs inc	-47.51
ishares gold tr	-44.04
vanguard bd index fds	-29.62
invesco exch trd slf idx fd	-20.53
chevron corp new	-13.76
ishares tr	-12.04
sprott physical gold tr	-11.86

Insight Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exch trd slf idx fd	-804,353
invesco exch trd slf idx fd	-715,776
innovator etfs trust	-472,878
bp plc	-224,467

Insight Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Insight Wealth Partners, LLC has about 81.8% of it's holdings in Others sector.

Sector	%
Others	81.8
Technology	7.9
Consumer Cyclical	2.6
Energy	1.8
Utilities	1.4
Industrials	1.3

Market Cap. Distribution

Insight Wealth Partners, LLC has about 16.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	81.8
MEGA-CAP	10.8
LARGE-CAP	5.7
SMALL-CAP	1.5

Stocks belong to which Index?

About 17% of the stocks held by Insight Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	82.9
S&P 500	15.5
RUSSELL 2000	1.5

Top 5 Winners (%)		%
AVGO	broadcom inc	62.0 %
VRT	vertiv holdings co	58.6 %
PLTR	palantir technologies inc	47.6 %
NVDA	nvidia corporation	45.5 %
ORCL	oracle corp	40.1 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	1.4 M
AVGO	broadcom inc	0.8 M
IJR	ishares tr	0.4 M
AMZN	amazon com inc	0.3 M
MSFT	microsoft corp	0.3 M

Top 5 Losers (%)		%
CVX	chevron corp new	-14.8 %
COP	conocophillips	-14.5 %
FANG	diamondback energy inc	-14.1 %
PEP	pepsico inc	-11.9 %
ABBV	abbvie inc	-11.4 %

Top 5 Losers ($)		$
FANG	diamondback energy inc	-0.2 M
AAPL	apple inc	-0.2 M
XOM	exxon mobil corp	-0.1 M
ABBV	abbvie inc	-0.1 M
CVX	chevron corp new	-0.1 M

Insight Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Insight Wealth Partners, LLC

Insight Wealth Partners, LLC has 106 stocks in it's portfolio. About 33.5% of the portfolio is in top 10 stocks. FANG proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Insight Wealth Partners, LLC last quarter.

Last Reported on: 31 Jul, 2025

Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
DRN	direxion shs etf tr	7.79	115,614	20,062,400	added	346

BBAX	j p morgan exchange traded f	6.10	310,301	15,726,100	added	84.47

IJR	ishares tr	4.55	106,939	11,721,600	reduced	-12.04

FBND	fidelity merrimack str tr	3.43	192,949	8,827,400	added	2.98

IAU	ishares gold tr	2.16	89,476	5,579,720	reduced	-44.04

IJR	ishares tr	1.99	46,639	5,132,120	added	0.93

	j p morgan exchange traded f	1.96	94,436	5,060,800	added	7.39

CDC	victory portfolios ii	1.89	103,599	4,876,400	added	7.84

GSY	invesco actively managed exc	1.87	102,875	4,823,820	added	1.56

NVDA	nvidia corporation	1.74	28,392	4,485,580	added	0.77

AAXJ	ishares tr	1.64	52,466	4,231,420	added	4.49

BTEC	principal exchange traded fd	1.49	184,094	3,830,860	added	6.36

AGT	ishares tr	1.41	134,016	3,637,200	added	4.32

AAXJ	ishares tr	1.33	37,079	3,434,270	added	0.81

ACSG	dbx etf tr	1.08	50,387	2,786,380	added	4.22

AAXJ	ishares tr	1.07	26,487	2,767,370	added	1.27

AMPS	ishares tr	1.01	53,573	2,610,090	added	2.88

BOND	pimco etf tr	0.94	26,128	2,408,510	added	1.31

AMZN	amazon com inc	0.90	10,555	2,315,660	added	2.6

BSAE	invesco exch trd slf idx fd	0.88	105,210	2,262,020	reduced	-20.53