Insight Wealth Partners, LLC
CIK 1627003 · Holdings on Jun 30, 2024 · First reported Jul 18, 2024
Top ten holdings
Q2 2024- JPST19.10%
- BSJQ8.48%
- LQD6.42%
- FBND4.52%
- IAU4.51%
- SPXL3.06%
- TIP2.85%
- NVDA2.73%
- GTO2.52%
- HYG1.94%
Share classes counted separately56.13%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JPSTWeight increased · +5.84 pp13.26% → 19.10%Shares +179.41K (+44.35%)
- NVDAWeight increased · +0.94 pp1.79% → 2.73%Shares +31.08K (+1018.55%)
- SOXXWeight increased · +0.25 pp0.87% → 1.12%Shares +1.06K (+17.92%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT INC View history and evidence | $29.47M | 19.10% | 583.94K shares | 13.26% → 19.10%+5.84 pp +179.41K (+44.35%) | Added | ↗▾ |
| 02 | BSJQINVESCO BULLETSHARES 2026 HYINVSCO BLSH 26 View history and evidence | $13.08M | 8.48% | 567.16K shares | 8.70% → 8.48%-0.22 pp -10.43K (-1.81%) | Reduced | ↗▾ |
| 03 | LQDISHR IBX USD INVGD CB ETF-UIIBOXX INV CP ETF View history and evidence | $9.91M | 6.42% | 92.49K shares | 6.56% → 6.42%-0.14 pp -273 (-0.29%) | Reduced | ↗▾ |
| 04 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $6.97M | 4.52% | 155.07K shares | 4.45% → 4.52%+0.07 pp +3.88K (+2.56%) | Added | ↗▾ |
| 05 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $6.96M | 4.51% | 158.35K shares | 4.27% → 4.51%+0.24 pp +1.85K (+1.18%) | Added | ↗▾ |
| 06 | SPXLDIREXION DAILY S&P 500 BULLDRX S&P500BULL View history and evidence | $4.71M | 3.06% | 32.28K shares | 2.83% → 3.06%+0.23 pp -189 (-0.58%) | Reduced | ↗▾ |
| 07 | TIPISHARES TIPS BOND ETFTIPS BD ETF View history and evidence | $4.40M | 2.85% | 41.23K shares | 3.00% → 2.85%-0.15 pp -1.72K (-4.00%) | Reduced | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $4.22M | 2.73% | 34.13K shares | 1.79% → 2.73%+0.94 pp +31.08K (+1018.55%) | Added | ↗▾ |
| 09 | GTOINVESCO TOTAL RETURN BOND ETTOTAL RETURN View history and evidence | $3.89M | 2.52% | 83.86K shares | 2.57% → 2.52%-0.05 pp -639 (-0.76%) | Reduced | ↗▾ |
| 10 | HYGISHR IBX USD HIYLD CB ETF-UIIBOXX HI YD ETF View history and evidence | $2.99M | 1.94% | 38.73K shares | 1.95% → 1.94%-0.01 pp +29 (+0.07%) | Added | ↗▾ |
Options overlay 4
$423.80M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Call | 745.20K | $405.44M | -49.60K (-6.24%) | ▾ |
EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | Call | 106.80K | $8.37M | +72.50K (+211.37%) | ▾ |
EEMISHARES MSCI EMERGING MARKETMSCI EMG MKT ETF View history and evidence | Call | 184.30K | $7.85M | +40.00K (+27.72%) | ▾ |
3 / 4 options · preview only
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TPL TEXAS PACIFIC LAND CORP | Non-derivative | -24,585 | -$14.22M | SEC filing ↗ | SEC filing ↗ |
| HOMB HOME BANCSHARES INC | Non-derivative | -11,277 | -$277.08K | SEC filing ↗ | SEC filing ↗ |
| MDT MEDTRONIC PLC | Non-derivative | -2,732 | -$238.09K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1627003 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-07-18
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 578069825
}Research all 91 reported holdings.
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