Insight Wealth Partners, LLC
CIK Number: 0001627003
600.67M
Market Value
88
# of Holdings
9 months
Avg. Holding Period
28.71%
Win Rate
43.55%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BSJQ | Invesco BulletS... | 23.34 | -0.06% | 565.51K | -0.07% | 13.16M | 22.59 | 1.80% |
| 2 | LQD | iShares iBoxx $... | 107.97 | +0.35% | 112.89K | +5.94% | 12.06M | 114.98 | 1.65% |
| 3 | IAU | iShares Gold Tr... | 63.83 | +0.05% | 169.8K | +3.71% | 8.41M | 35.18 | 1.15% |
| 4 | FBND | Fidelity Total ... | 45.37 | +0.31% | 184.4K | +11.39% | 8.27M | 48.29 | 1.13% |
| 5 | JPST | JPMorgan Ultra-... | 50.53 | +0.01% | 161.92K | -1.24% | 8.16M | 50.21 | 1.12% |
| 6 | TIP | iShares TIPS Bo... | 109.03 | +0.53% | 46.13K | +7.92% | 4.92M | 120.33 | 0.67% |
| 7 | JBND | JP Morgan Activ... | 52.98 | +0.34% | 88.57K | -21.59% | 4.63M | 54.65 | 0.63% |
| 8 | GTO | Invesco Total R... | 46.47 | +0.31% | 99.72K | +12.36% | 4.63M | 51.73 | 0.63% |
| 9 | UITB | VictoryShares U... | 46.50 | +0.28% | 96.72K | -22.31% | 4.45M | 47.93 | 0.61% |
| 10 | SPXL | Direxion Daily ... | 156.71 | -2.68% | 26.25K | -27.01% | 4.43M | 86.89 | 0.61% |
| 11 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 30.26K | +1.75% | 4.06M | 55.16 | 0.56% |
| 12 | HYG | iShares iBoxx $... | 79.44 | -0.1% | 48.03K | +15.79% | 3.78M | 84.31 | 0.52% |
| 13 | FALN | iShares Fallen ... | 26.75 | -0.06% | 123.21K | +14.58% | 3.29M | 27.05 | 0.45% |
| 14 | EMB | iShares J.P. Mo... | 91.06 | +0.05% | 36.37K | +7.59% | 3.24M | 105.29 | 0.44% |
| 15 | IG | Principal Inves... | 20.53 | +0.32% | 158.3K | +4.64% | 3.22M | 21.24 | 0.44% |
| 16 | BSMU | Invesco BulletS... | 21.47 | +0.09% | 133.75K | -0.82% | 2.91M | 21.67 | 0.40% |
| 17 | MUB | iShares Nationa... | 104.08 | +0.11% | 26.36K | +8.93% | 2.81M | 111.2 | 0.38% |
| 18 | SNPE | Xtrackers S&P 5... | 53.35 | -0.85% | 46.53K | +0.91% | 2.48M | 41.71 | 0.34% |
| 19 | CMBS | iShares CMBS ET... | 48.32 | +0.10% | 51.76K | +10.51% | 2.44M | 50.61 | 0.33% |
| 20 | AAPL | Apple Inc. | 195.57 | -1.44% | 9.73K | -13.94% | 2.44M | 166.39 | 0.33% |
| 21 | BOND | PIMCO Active Bo... | 91.11 | +0.35% | 25.55K | +7.39% | 2.31M | 101.83 | 0.32% |
| 22 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 10.13K | -8.82% | 2.22M | 157.69 | 0.30% |
| 23 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 7.29K | +0.37% | 1.69M | 114.92 | 0.23% |
| 24 | TXN | Texas Instrumen... | 197.70 | -0.76% | 8.86K | -5.32% | 1.66M | 152.89 | 0.23% |
| 25 | AVUV | Avantis U.S. Sm... | 89.36 | -0.9% | 16.69K | -0.22% | 1.61M | 83.38 | 0.22% |
| 26 | SOXX | iShares Semicon... | 225.67 | -0.78% | 7.38K | +0.39% | 1.59M | 196.73 | 0.22% |
| 27 | FANG | Diamondback Ene... | 152.89 | +1.23% | 9.54K | -0.03% | 1.56M | 74.05 | 0.21% |
| 28 | TACK | Fairlead Tactic... | 27.82 | -0.54% | 51.84K | -0.93% | 1.42M | 24.22 | 0.19% |
| 29 | AVDV | Avantis Interna... | 78.34 | -0.7% | 21.11K | +0.00% | 1.37M | 61.26 | 0.19% |
| 30 | COWZ | Pacer US Cash C... | 54.70 | -0.92% | 22.34K | -0.94% | 1.26M | 57.08 | 0.17% |
| 31 | VCSH | Vanguard Short-... | 78.91 | +0.04% | 16.07K | +8.71% | 1.25M | 79.78 | 0.17% |
| 32 | SCHG | Schwab U.S. Lar... | 27.99 | -0.86% | 44.44K | +257.61% | 1.24M | 24.76 | 0.17% |
| 33 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 2.83K | -39.74% | 1.19M | 388.59 | 0.16% |
| 34 | CSCO | Cisco Systems, ... | 65.33 | -0.27% | 17.33K | -2.65% | 1.03M | 48.32 | 0.14% |
| 35 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 9.16K | -0.11% | 985.47K | 66.33 | 0.14% |
| 36 | AIRR | First Trust RBA... | 77.83 | -0.41% | 12.75K | +0.07% | 982.2K | 63.56 | 0.13% |
| 37 | SCHD | Schwab U.S. Div... | 26.70 | -0.8% | 32.49K | +160.58% | 887.68K | 25.71 | 0.12% |
| 38 | ACN | Accenture plc | 312.02 | -0.73% | 2.44K | +0.54% | 858.02K | 256.13 | 0.12% |
| 39 | GLD | SPDR Gold Share... | 311.95 | +0.05% | 3.41K | +0.35% | 826.39K | 210.74 | 0.11% |
| 40 | BSCQ | Invesco BulletS... | 19.54 | -0.03% | 41.58K | +13.76% | 807.86K | 19.01 | 0.11% |
| 41 | BSJP | Invesco BulletS... | 23.11 | +0.02% | 34.9K | +3.99% | 805.05K | 22.99 | 0.11% |
| 42 | PCAR | PACCAR Inc | 91.08 | -1.75% | 7.7K | 0.00% | 800.98K | 53.73 | 0.11% |
| 43 | RTX | RTX Corporation | 148.49 | +1.39% | 6.67K | 0.00% | 771.74K | 63.99 | 0.11% |
| 44 | BSCS | Invesco BulletS... | 20.41 | -0.02% | 38.15K | +16.19% | 767.94K | 19.8 | 0.11% |
| 45 | BSCR | Invesco BulletS... | 19.63 | +0.03% | 38.74K | +14.85% | 754.73K | 19.09 | 0.10% |
| 46 | DBEF | Xtrackers MSCI ... | 44.74 | -0.79% | 18.08K | -1.16% | 748.57K | 42.02 | 0.10% |
| 47 | HD | The Home Depot,... | 348.70 | -1.37% | 1.86K | +1.42% | 722.17K | 348.58 | 0.10% |
| 48 | BSCP | Invesco BulletS... | 20.73 | +0.02% | 34.91K | +1.26% | 720.81K | 20.75 | 0.10% |
| 49 | XLV | Health Care Sel... | 133.47 | -1.65% | 5.13K | -6.9% | 705.19K | 149.98 | 0.10% |
| 50 | ABBV | AbbVie Inc. | 185.53 | -2.8% | 3.86K | +0.13% | 685.74K | 159.43 | 0.09% |
| 51 | OPER | ClearShares Ult... | 100.31 | 0.00% | 6.84K | -1.99% | 684.95K | 100.3 | 0.09% |
| 52 | META | Meta Platforms,... | 697.17 | -0.7% | 1.14K | -29.87% | 668.27K | 523.79 | 0.09% |
| 53 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 1.03K | +0.19% | 605K | 445.16 | 0.08% |
| 54 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 1.46K | +1.32% | 589.61K | 214.76 | 0.08% |
| 55 | PULS | PGIM Ultra Shor... | 49.66 | +0.01% | 11.62K | -2.05% | 575.52K | 49.41 | 0.08% |
| 56 | AVIV | Avantis Interna... | 61.90 | -1.05% | 11.07K | -1.78% | 574.38K | 50 | 0.08% |
| 57 | IUSB | iShares Core To... | 45.69 | +0.27% | 12.44K | +8.39% | 562.17K | 48.44 | 0.08% |
| 58 | NDAQ | Nasdaq, Inc. | 85.94 | -0.85% | 7K | 0.00% | 541.09K | 60.19 | 0.07% |
| 59 | VBND | Vident Core U.S... | 43.23 | +0.03% | 11.78K | -1.72% | 506.04K | 43.59 | 0.07% |
| 60 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 2.1K | -10.88% | 504.54K | 181.29 | 0.07% |
| 61 | ECL | Ecolab Inc. | 261.11 | -1.89% | 2.08K | 0.00% | 487.85K | 198.35 | 0.07% |
| 62 | IFRA | iShares U.S. In... | 47.82 | -0.58% | 10.41K | +0.40% | 482.01K | 42.48 | 0.07% |
| 63 | AGG | iShares Core U.... | 98.08 | +0.33% | 4.77K | +50.20% | 461.82K | 99.81 | 0.06% |
| 64 | CL | Colgate-Palmoli... | 88.63 | -1.64% | 4.91K | +0.53% | 446.37K | 85.48 | 0.06% |
| 65 | F | Ford Motor Comp... | 10.41 | -1.93% | 44.77K | +0.90% | 443.23K | 16.27 | 0.06% |
| 66 | IVV | iShares Core S&... | 598.51 | -0.87% | 694 | 0.00% | 408.54K | 445.71 | 0.06% |
| 67 | IXC | iShares Global ... | 40.66 | +1.03% | 9.98K | -20.07% | 381.06K | 39.17 | 0.05% |
| 68 | VRT | Vertiv Holdings... | 116.67 | +0.19% | 3.1K | +0.39% | 351.62K | 88.05 | 0.05% |
| 69 | AOK | iShares Core Co... | 38.37 | -0.09% | 9.4K | 0.00% | 350.66K | 35.18 | 0.05% |
| 70 | CVX | Chevron Corpora... | 148.85 | +1.93% | 2.39K | -14.69% | 345.52K | 136.34 | 0.05% |
| 71 | PEP | PepsiCo, Inc. | 129.25 | -1.64% | 2.25K | -16.18% | 342.59K | 169.54 | 0.05% |
| 72 | DGRO | iShares Core Di... | 62.20 | -0.9% | 5.54K | -17.96% | 340.13K | 48.45 | 0.05% |
| 73 | EVR | Evercore Inc. | 244.26 | -1.5% | 1.22K | 0.00% | 339K | 212.98 | 0.05% |
| 74 | TXRH | Texas Roadhouse... | 194.49 | +0.83% | 1.82K | +0.22% | 328.74K | 159.72 | 0.04% |
| 75 | LLY | Eli Lilly and C... | 791.46 | -2% | 410 | -49.26% | 316.18K | 860.24 | 0.04% |
| 76 | NOW | ServiceNow, Inc... | 1003.68 | -0.14% | 294 | +1.38% | 311.68K | 798.74 | 0.04% |
| 77 | COP | ConocoPhillips | 95.58 | +0.61% | 3.04K | +4.50% | 301.35K | 78.53 | 0.04% |
| 78 | IGSB | iShares 1-5 Yea... | 52.34 | +0.05% | 5.04K | +100.00% | 260.36K | 51.7 | 0.04% |
| 79 | COST | Costco Wholesal... | 977.59 | -0.69% | 280 | -26.32% | 256.56K | 886.52 | 0.04% |
| 80 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 1.24K | +100.00% | 234.74K | 189.3 | 0.03% |
| 81 | PFF | iShares Preferr... | 30.18 | -0.13% | 7.44K | 0.00% | 233.91K | 30.53 | 0.03% |
| 82 | UIS | Unisys Corporat... | 4.37 | -3.43% | 36.86K | +100.00% | 233.32K | 6.33 | 0.03% |
| 83 | ABT | Abbott Laborato... | 132.22 | -1.34% | 2.02K | +0.45% | 228.14K | 101.31 | 0.03% |
| 84 | TPL | Texas Pacific L... | 1086.48 | -0.6% | 197 | +100.00% | 217.87K | 1105.96 | 0.03% |
| 85 | WPC | W. P. Carey Inc... | 62.91 | +0.19% | 3.86K | +0.94% | 210.07K | 78.14 | 0.03% |
| 86 | DE | Deere & Company | 522.91 | -0.29% | 495 | 0.00% | 209.73K | 417.33 | 0.03% |
| 87 | BX | Blackstone Inc. | 135.67 | -1.87% | 1.18K | -31.58% | 203.97K | 153.13 | 0.03% |
| 88 | AOR | iShares Core Gr... | 60.05 | -0.43% | 3.5K | 0.00% | 200.74K | 59.24 | 0.03% |