Insight Wealth Partners, LLC Portfolio Holdings
Q3 2025•111 long positions•$225.4M portfolio value
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Holding115 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $23.5M 10.41% | +$23.5M New | — 279.1K shares | 0 → 279.1K +$23.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $21.5M 9.53% | -$3.0M Sold | — 101.4K shares | 115.6K → 101.4K −$3.0M | -12.28% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $13.6M 6.02% | +$1.7M Bought | — 121.8K shares | 106.9K → 121.8K +$1.7M | +13.86% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $13.2M 5.87% | -$2.5M Sold | — 261.0K shares | 310.3K → 261.0K −$2.5M | -15.89% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $10.5M 4.65% | +$1.6M Bought | — 226.8K shares | 192.9K → 226.8K +$1.6M | +17.53% | — — | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $6.5M 2.88% | -$17.0K Sold | — 89.2K shares | 89.5K → 89.2K −$17.0K | -0.26% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.2M 2.76% | +$1.1M Bought | — 115.0K shares | 94.4K → 115.0K +$1.1M | +21.73% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $6.1M 2.69% | +$868.0K Bought | — 54.4K shares | 46.6K → 54.4K +$868.0K | +16.73% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $6.0M 2.67% | +$1.1M Bought | — 126.7K shares | 103.6K → 126.7K +$1.1M | +22.31% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.9M 2.63% | +$1.0M Bought | — 124.6K shares | 102.9K → 124.6K +$1.0M | +21.12% | — — | Q3 2020 Held for 5y 2m | |
Semiconductors Technology | $5.4M 2.38% | +$63.3K Bought | 0.0% 28.7K shares | 28.4K → 28.7K +$63.3K | +1.19% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.1M 2.25% | +$804.3K Bought | — 62.4K shares | 52.5K → 62.4K +$804.3K | +18.88% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.3M 1.92% | +$606.7K Bought | — 155.9K shares | 134.0K → 155.9K +$606.7K | +16.3% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $4.1M 1.82% | +$227.7K Bought | — 194.9K shares | 184.1K → 194.9K +$227.7K | +5.86% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.0M 1.76% | +$437.1K Bought | — 41.7K shares | 37.1K → 41.7K +$437.1K | +12.38% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.4M 1.49% | +$542.4K Bought | — 31.6K shares | 26.5K → 31.6K +$542.4K | +19.23% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $3.1M 1.38% | +$476.9K Bought | — 63.3K shares | 53.6K → 63.3K +$476.9K | +18.14% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $3.1M 1.36% | +$32.4K Bought | — 50.9K shares | 50.4K → 50.9K +$32.4K | +1.07% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.0M 1.32% | +$537.1K Bought | — 31.9K shares | 26.1K → 31.9K +$537.1K | +22.02% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $2.6M 1.16% | +$532.7K Bought | — 32.6K shares | 26.0K → 32.6K +$532.7K | +25.68% | — — | Q3 2020 Held for 5y 2m | |
Consumer Electronics Technology | $2.6M 1.14% | +$18.1K Bought | 0.0% 10.1K shares | 10.0K → 10.1K +$18.1K | +0.71% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $2.5M 1.12% | +$51.1K Bought | 0.0% 7.7K shares | 7.5K → 7.7K +$51.1K | +2.06% | $1.56T Mega Cap | Q2 2023 Held for 2y 5m | |
Specialty Retail Consumer Cyclical | $2.3M 1.04% | +$23.9K Bought | 0.0% 10.7K shares | 10.6K → 10.7K +$23.9K | +1.03% | $2.34T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.3M 1.03% | +$61.5K Bought | — 26.3K shares | 25.6K → 26.3K +$61.5K | +2.73% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.3M 1.02% | +$139.3K Bought | — 44.7K shares | 42.0K → 44.7K +$139.3K | +6.46% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.3M 1.01% | -$32.6K Sold | — 103.7K shares | 105.2K → 103.7K −$32.6K | -1.41% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $2.2M 0.973% | — | — 74.1K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.2M 0.963% | +$11.4K Bought | — 8.0K shares | 8.0K → 8.0K +$11.4K | +0.53% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.0M 0.87% | +$61.1K Bought | — 22.0K shares | 21.3K → 22.0K +$61.1K | +3.22% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.8M 0.814% | +$93.3K Bought | — 61.2K shares | 58.0K → 61.2K +$93.3K | +5.36% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.8M 0.786% | +$59.4K Bought | — 17.8K shares | 17.2K → 17.8K +$59.4K | +3.47% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.5M 0.677% | +$135.3K Bought | — 15.8K shares | 14.4K → 15.8K +$135.3K | +9.73% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $1.5M 0.664% | -$152.1K Sold | — 4.2K shares | 4.6K → 4.2K −$152.1K | -9.23% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.5M 0.659% | +$159.4K Bought | — 25.9K shares | 23.1K → 25.9K +$159.4K | +12.02% | — — | Q1 2024 Held for 1y 8m | |
Oil & Gas Exploration & Production Energy | $1.4M 0.605% | — | 0.003% 9.5K shares | — | — | $41.4B Large Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $1.4M 0.603% | +$43.4K Bought | — 42.6K shares | 41.2K → 42.6K +$43.4K | +3.3% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.3M 0.577% | +$660.0K Bought | — 39.4K shares | 19.4K → 39.4K +$660.0K | +102.89% | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $1.3M 0.574% | +$17.6K Bought | 0.0% 2.5K shares | 2.5K → 2.5K +$17.6K | +1.38% | $3.85T Mega Cap | Q1 2023 Held for 2y 8m | |
Communication Equipment Technology | $1.2M 0.525% | -$478.9 Sold | 0.0% 17.3K shares | 17.3K → 17.3K −$478.9 | -0.04% | $270.48B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.2M 0.515% | +$225.7K Bought | — 25.0K shares | 20.1K → 25.0K +$225.7K | +24.14% | — — | Q3 2024 Held for 1y 2m | |
Oil & Gas Integrated Energy | $1.1M 0.497% | +$64.3K Bought | 0.0% 9.9K shares | 9.4K → 9.9K +$64.3K | +6.09% | $480.68B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.1M 0.477% | -$10.0K Sold | — 10.8K shares | 10.9K → 10.8K −$10.0K | -0.92% | — — | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $1.1M 0.47% | +$32.3K Bought | — 94.4K shares | 91.5K → 94.4K +$32.3K | +3.14% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.0M 0.452% | +$38.3K Bought | — 37.3K shares | 35.9K → 37.3K +$38.3K | +3.91% | — — | Q1 2021 Held for 4y 8m | |
Unknown Unknown | $997.7K 0.443% | -$23.5K Sold | — 20.0K shares | 20.5K → 20.0K −$23.5K | -2.3% | — — | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $972.2K 0.431% | +$182.3K Bought | — 14.4K shares | 11.7K → 14.4K +$182.3K | +23.08% | — — | Q2 2023 Held for 2y 5m | |
Auto - Manufacturers Consumer Cyclical | $968.6K 0.43% | -$27.1K Sold | 0.0% 2.2K shares | 2.2K → 2.2K −$27.1K | -2.72% | $1.48T Mega Cap | Q2 2024 Held for 1y 5m | |
Aerospace & Defense Industrials | $948.3K 0.421% | -$1.5K Sold | 0.0% 5.7K shares | 5.7K → 5.7K −$1.5K | -0.16% | $223.98B Mega Cap | Q2 2020 Held for 5y 5m | |
Software - Infrastructure Technology | $938.7K 0.416% | +$349.7K Bought | 0.0% 5.1K shares | 3.2K → 5.1K +$349.7K | +59.37% | $432.76B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $930.5K 0.413% | -$12.2K Sold | — 45.2K shares | 45.8K → 45.2K −$12.2K | -1.29% | — — | Q2 2023 Held for 2y 5m |
