Mga Batayang Estadistika
Nilai Portofolio $ 257,673,364
Posisi Saat Ini 108
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Insight Wealth Partners, LLC telah mengungkapkan total kepemilikan 108 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 257,673,364 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Insight Wealth Partners, LLC adalah SPDR S&P 500 ETF (US:SPY) , Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares (US:SPXL) , J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF (US:JPST) , iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF (US:LQD) , and Fidelity Merrimack Street Trust - Fidelity Total Bond ETF (US:FBND) . Posisi baru Insight Wealth Partners, LLC meliputi: The Coca-Cola Company (US:KO) , Enterprise Products Partners L.P. - Limited Partnership (US:EPD) , International Business Machines Corporation (US:IBM) , .

Insight Wealth Partners, LLC - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.12 20.06 7.7860 7.1807
0.31 15.73 6.1031 4.6853
0.11 11.72 4.5490 2.3490
0.19 8.83 3.4258 2.0019
0.03 4.49 1.7408 1.2324
0.09 5.06 1.9640 1.1805
0.10 4.88 1.8925 1.1417
0.05 5.13 1.9917 1.1371
0.10 4.82 1.8721 1.0807
0.05 4.23 1.6422 0.9827
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.74 77.36 30.0241 -41.2004
0.02 0.57 0.2226 -1.9846
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-31 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
SPY / SPDR S&P 500 ETF Call 0.74 -2.81 77.36 -81.92 30.0241 -41.2004
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares 0.12 346.44 20.06 451.91 7.7860 7.1807
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.31 84.47 15.73 84.66 6.1031 4.6853
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF 0.11 -12.04 11.72 -11.30 4.5490 2.3490
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 0.19 2.98 8.83 3.20 3.4258 2.0019
IAU / iShares Gold Trust 0.09 -44.04 5.58 -40.83 2.1654 0.5958
TIP / iShares Trust - iShares TIPS Bond ETF 0.05 0.93 5.13 -0.02 1.9917 1.1371
JBND / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 0.09 7.39 5.06 7.52 1.9640 1.1805
UITB / Victory Portfolios II - VictoryShares Core Intermediate Bond ETF 0.10 7.84 4.88 8.14 1.8925 1.1417
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF 0.10 1.56 4.82 1.47 1.8721 1.0807
NVDA / NVIDIA Corporation 0.03 0.77 4.49 46.90 1.7408 1.2324
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF 0.05 4.49 4.23 6.82 1.6422 0.9827
IG / Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 0.18 6.36 3.83 7.07 1.4867 0.8911
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF 0.13 4.32 3.64 5.70 1.4116 0.8386
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF 0.04 0.81 3.43 3.09 1.3328 0.7781
SNPE / DBX ETF Trust - Xtrackers S&P 500 Scored & Screened ETF 0.05 4.22 2.79 14.27 1.0814 0.6755
MUB / iShares Trust - iShares National Muni Bond ETF 0.03 1.27 2.77 0.36 1.0740 0.6149
CMBS / iShares Trust - iShares CMBS ETF 0.05 2.88 2.61 4.44 1.0129 0.5968
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund 0.03 1.31 2.41 1.01 0.9347 0.5377
AMZN / Amazon.com, Inc. 0.01 2.60 2.32 18.29 0.8987 0.5728
BSMU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF 0.11 -20.53 2.26 -20.83 0.8779 0.4022
LQDB / iShares Trust - iShares BBB Rated Corporate Bond ETF 0.03 -0.13 2.22 0.77 0.8622 0.4952
UMI / USCF ETF Trust - USCF Midstream Energy Income Fund 0.04 211.76 2.14 206.14 0.8317 0.7151
AVGO / Broadcom Inc. 0.01 4.62 2.07 72.21 0.8036 0.6034
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.03 1.53 2.06 2.28 0.8006 0.4647
AAPL / Apple Inc. 0.01 -0.39 2.06 -8.01 0.7979 0.4258
SOXX / iShares Trust - iShares Semiconductor ETF 0.01 3.86 1.90 31.74 0.7380 0.4977
PHYS / Sprott Physical Gold Trust 0.07 -11.86 1.88 -7.13 0.7287 0.3921
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF 0.02 2.23 1.69 16.22 0.6563 0.4141
TACK / Capitol Series Trust - Fairlead Tactical Sector ETF 0.06 2.06 1.64 5.95 0.6358 0.3784
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0.02 3.50 1.57 8.22 0.6082 0.3669
GLD / SPDR Gold Trust 0.00 15.12 1.41 21.81 0.5487 0.3554
FANG / Diamondback Energy, Inc. 0.01 0.00 1.31 -14.04 0.5085 0.2547
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF 0.02 3.96 1.27 4.61 0.4937 0.2912
MSFT / Microsoft Corporation 0.00 9.51 1.23 45.14 0.4757 0.3351
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.04 -1.42 1.20 15.01 0.4671 0.2929
CSCO / Cisco Systems, Inc. 0.02 0.73 1.20 13.22 0.4654 0.2891
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF 0.01 7.91 1.17 28.71 0.4543 0.3030
OPER / ETF Series Solutions - ClearShares Ultra-Short Maturity ETF 0.01 3.82 1.09 3.82 0.4219 0.2475
TXN / Texas Instruments Incorporated 0.00 -47.51 1.03 -39.38 0.3980 0.1165
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF 0.02 4.22 1.02 4.30 0.3958 0.2330
XOM / Exxon Mobil Corporation 0.01 1.68 1.01 -7.86 0.3916 0.2093
WEA / Western Asset Premier Bond Fund 0.09 0.83 0.99 -2.46 0.3853 0.2160
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.04 17.74 0.95 11.50 0.3690 0.2272
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 0.05 4.50 0.94 5.27 0.3644 0.2159
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 0.05 4.44 0.92 4.66 0.3572 0.2108
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 0.05 4.48 0.92 4.80 0.3562 0.2104
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF 0.02 13.38 0.88 14.56 0.3419 0.2139
META / Meta Platforms, Inc. 0.00 5.00 0.84 34.62 0.3246 0.2210
SHV / iShares Trust - iShares Short Treasury Bond ETF 0.01 2.69 0.83 2.59 0.3236 0.1884
RTX / RTX Corporation 0.01 -7.84 0.83 1.60 0.3217 0.1858
SPY / SPDR S&P 500 ETF 0.00 17.60 0.82 29.91 0.3188 0.2135
HD / The Home Depot, Inc. 0.00 -4.73 0.75 -4.60 0.2895 0.1592
PCAR / PACCAR Inc 0.01 0.99 0.74 -1.34 0.2869 0.1620
ACN / Accenture plc 0.00 0.66 0.73 -3.56 0.2842 0.1577
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF 0.01 8.42 0.73 18.95 0.2829 0.1810
TSLA / Tesla, Inc. 0.00 8.64 0.71 33.15 0.2760 0.1871
JPM / JPMorgan Chase & Co. 0.00 17.33 0.68 38.82 0.2651 0.1831
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.00 -0.76 0.65 -8.32 0.2524 0.1342
NDAQ / Nasdaq, Inc. 0.01 0.00 0.63 17.92 0.2429 0.1545
TBG / EA Series Trust - TBG Dividend Focus ETF 0.02 45.10 0.62 42.79 0.2423 0.1694
IFRA / iShares Trust - iShares U.S. Infrastructure ETF 0.01 12.64 0.62 22.95 0.2391 0.1557
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF 0.02 55.25 0.62 58.76 0.2391 0.1745
ABBV / AbbVie Inc. 0.00 -8.65 0.60 -19.02 0.2313 0.1087
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF 0.01 0.24 0.58 0.52 0.2261 0.1297
BSJQ / Invesco BulletShares 2026 High Yield Corporate Bond ETF 0.02 -95.70 0.57 -95.68 0.2226 -1.9846
VRT / Vertiv Holdings Co 0.00 37.81 0.55 145.33 0.2143 0.1768
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 0.03 8.37 0.53 9.38 0.2039 0.1239
F / Ford Motor Company 0.05 1.38 0.51 9.74 0.1968 0.1198
ECL / Ecolab Inc. 0.00 -5.05 0.51 1.00 0.1968 0.1131
VBND / ETF Series Solutions - Vident U.S. Bond Strategy ETF 0.01 -0.39 0.49 -0.81 0.1905 0.1082
PLTR / Palantir Technologies Inc. 0.00 24.86 0.44 101.83 0.1708 0.1345
CL / Colgate-Palmolive Company 0.00 -2.38 0.43 -5.25 0.1682 0.0920
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 0.00 0.43 10.54 0.1672 0.1023
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 46.97 0.42 47.70 0.1623 0.1150
CVX / Chevron Corporation 0.00 -13.76 0.40 -26.11 0.1550 0.0649
NOW / ServiceNow, Inc. 0.00 20.88 0.37 56.36 0.1432 0.1039
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF 0.01 0.00 0.37 3.97 0.1425 0.0836
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.01 0.00 0.35 3.51 0.1376 0.0806
TXRH / Texas Roadhouse, Inc. 0.00 4.27 0.35 17.23 0.1349 0.0856
JAJL / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul 0.01 -2.96 0.34 0.59 0.1328 0.0762
ZALT / Innovator ETFs Trust - Innovator U.S. Equity 10 Buffer ETF - Quarterly 0.01 0.00 0.34 3.34 0.1321 0.0774
EVR / Evercore Inc. 0.00 0.00 0.33 35.25 0.1282 0.0875
KBDC / Kayne Anderson BDC, Inc. 0.02 0.00 0.33 -6.02 0.1277 0.0695
BSJR / Invesco BulletShares 2027 High Yield Corporate Bond ETF 0.01 6.87 0.32 8.14 0.1240 0.0749
LLY / Eli Lilly and Company 0.00 -0.77 0.30 -6.50 0.1173 0.0635
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.00 -29.62 0.30 -29.65 0.1164 0.0456
PEP / PepsiCo, Inc. 0.00 0.00 0.30 -11.87 0.1155 0.0592
ABT / Abbott Laboratories 0.00 0.59 0.28 2.95 0.1085 0.0634
COST / Costco Wholesale Corporation 0.00 20.51 0.28 26.24 0.1083 0.0715
COP / ConocoPhillips 0.00 0.61 0.27 -13.92 0.1034 0.0518
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.01 0.44 0.26 1.15 0.1026 0.0591
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF 0.01 4.40 0.26 6.10 0.1013 0.0603
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 0.02 8.48 0.26 9.70 0.1011 0.0616
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF 0.00 0.89 0.25 1.20 0.0988 0.0569
DE / Deere & Company 0.00 0.00 0.25 8.19 0.0977 0.0590
WPC / W. P. Carey Inc. 0.00 0.00 0.24 -1.23 0.0933 0.0528
KO / The Coca-Cola Company 0.00 0.24 0.0928 0.0928
TOPT / iShares Trust - iShares Top 20 U.S. Stocks ETF 0.01 0.00 0.24 14.63 0.0912 0.0571
PFF / iShares Trust - iShares Preferred and Income Securities ETF 0.01 0.00 0.23 0.00 0.0886 0.0505
TPL / Texas Pacific Land Corporation 0.00 5.58 0.22 -16.09 0.0853 0.0418
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF 0.00 0.00 0.22 6.97 0.0837 0.0501
ORCL / Oracle Corporation 0.00 0.22 0.0837 0.0837
BRK.A / Berkshire Hathaway Inc. 0.00 0.21 0.0824 0.0824
GOOGL / Alphabet Inc. 0.00 0.21 0.0821 0.0821
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.01 0.20 0.0790 0.0790
IBM / International Business Machines Corporation 0.00 0.20 0.0789 0.0789
UIS / Unisys Corporation 0.04 0.00 0.17 -1.78 0.0648 0.0366
EFA / iShares Trust - iShares MSCI EAFE ETF Call 0.00 -100.00 0.00 0.0000
BP / BP p.l.c. - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF 0.00 -100.00 0.00 0.0000
DVYA / iShares, Inc. - iShares Asia/Pacific Dividend ETF Call 0.00 -100.00 0.00 0.0000
EALT / Innovator ETFs Trust - Innovator U.S. Equity 5 to 15 Buffer ETF - Quarterly 0.00 -100.00 0.00 0.0000
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 0.00 -100.00 0.00 0.0000