Insight Wealth Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Insight Wealth Partners, LLC reported 96 stock positions worth $163.8 million. Its top holding was Invesco Bulletshares 2026 HY (BSJQ) at 8.1% of the portfolio, followed by Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 7.3%) and JPMorgan Ultra-Short Income (JPST, 5.1%). Compared with Q2 2024, it opened 12 new positions, sold out of 3, added to 54 and reduced 19. The biggest buy was a new position in JPMorgan Active Bond ETF (JBND) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- Plano, TX
- CIK
- 0001627003
- Portfolio Value
- $163.8M (Q3 2024)
- SEC Filing
- 0001172661-24-004664 ↗ filed Nov 13, 2024
Holdings Value
Holdings 96 stocks · $163.8M
| BSJQ Invesco Bulletshares 2026 HY | 8.10% | 565,916 | $13.3M | Reduce -0.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 7.35% | 106,567 | $12.0M | Add +15.2% |
| JPST JPMorgan Ultra-Short Income | 5.08% | 163,955 | $8.3M | Reduce -71.9% |
| IAU iShares Gold Trust | 4.97% | 163,724 | $8.1M | Add +3.4% |
| FBND Fidelity Total Bond ETF | 4.72% | 165,542 | $7.7M | Add +6.8% |
| JBND JPMorgan Active Bond ETF | 3.77% | 112,948 | $6.2M | New |
| UITB Victoryshares Core Intermedi | 3.64% | 124,491 | $6.0M | New |
| SPXL Direxion Daily S&P 500 Bull | 3.60% | 35,967 | $5.9M | Add +11.4% |
| TIP iShares Tips Bond ETF | 2.88% | 42,745 | $4.7M | Add +3.7% |
| GTO Invesco Total Return Bond Et | 2.62% | 88,747 | $4.3M | Add +5.8% |
| NVDA Nvidia Corp. | 2.20% | 29,739 | $3.6M | Reduce -12.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.03% | 41,482 | $3.3M | Add +7.1% |
| IG Prin Invest Grad Corp. ETF-Ui | 1.98% | 151,286 | $3.2M | Add +73.9% |
| EMB iShares JP Morgan Usd Emergi | 1.93% | 33,805 | $3.2M | Add +3.4% |
| BSMU Invesco Bulletshares 2030 MB | 1.82% | 134,853 | $3.0M | Reduce -0.8% |
| FALN iShares Fallen Angels ETF | 1.79% | 107,533 | $2.9M | Add +5.5% |
| AAPL Apple Inc. | 1.61% | 11,307 | $2.6M | Add +26.3% |
| MUB iShares National Muni Bond E | 1.60% | 24,195 | $2.6M | Add +2.1% |
| PHYS Sprott Physical Gold Trust | 1.59% | 127,601 | $2.6M | Reduce -7.6% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 1.48% | 46,113 | $2.4M | Add +5.3% |
| CMBS iShares CMBS ETF | 1.40% | 46,836 | $2.3M | Add +5.4% |
| BOND PIMCO Active Bond Exchange-T | 1.37% | 23,791 | $2.3M | Add +6.2% |
| LQDB iShares BBB Rate Corp. Bond | 1.35% | 25,039 | $2.2M | New |
| AMZN Amazon.com Inc. | 1.26% | 11,111 | $2.1M | Add +12.4% |
| MSFT Microsoft Corp. | 1.24% | 4,705 | $2.0M | Add +108.4% |
| TXN Texas Instruments Inc. | 1.18% | 9,358 | $1.9M | Add +0.7% |
| SOXX iShares Semiconductor ETF | 1.03% | 7,353 | $1.7M | Add +5.0% |
| FANG Diamondback Energy Inc. | 1.00% | 9,539 | $1.6M | Add +0.0% |
| AVUV Avantis US Small Cap Value | 0.98% | 16,728 | $1.6M | Reduce -0.7% |
| AVDV Avantis Intl S/C Value ETF | 0.91% | 21,111 | $1.5M | Add +1.0% |
| TACK Fairlead Tactical Sector ETF | 0.90% | 52,329 | $1.5M | Add +1.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.80% | 22,556 | $1.3M | Add +51.0% |
| SCHG Schwab US Large-Cap Growth | 0.79% | 12,426 | $1.3M | Add +72.6% |
| AVGO Broadcom Inc. | 0.76% | 7,259 | $1.3M | Reduce -0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.72% | 14,784 | $1.2M | Add +8.0% |
| XOM Exxon Mobil Corp. | 0.66% | 9,171 | $1.1M | Add +17.5% |
| SCHD Schwab US DVD Equity ETF | 0.64% | 12,469 | $1.1M | Add +15.0% |
| AIRR First Trust Rba American Ind | 0.58% | 12,740 | $951K | Add +9.4% |
| WEA Western Asset Premier Bond | 0.58% | 84,295 | $951K | Add +1.8% |
| CSCO Cisco Systems Inc. | 0.58% | 17,801 | $947K | Add +6.7% |
| META Meta Platforms Inc. Class A | 0.57% | 1,627 | $931K | Add +59.0% |
| ACN Accenture PLC Class A | 0.52% | 2,426 | $858K | Reduce -8.7% |
| XLV SS Health Care Select Sector | 0.52% | 5,506 | $848K | Add +97.5% |
| GLD SPDR Gold Shares | 0.50% | 3,401 | $827K | Add +20.9% |
| RTX RTX Corp. | 0.49% | 6,669 | $808K | Reduce -1.7% |
| BSJP Invesco Bulletshares 2025 HY | 0.47% | 33,558 | $776K | No change |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.47% | 18,293 | $769K | New |
| ABBV Abbvie Inc. | 0.46% | 3,854 | $761K | Add +0.1% |
| PCAR Paccar Inc. | 0.46% | 7,700 | $760K | Add +1.4% |
| HD Home Depot Inc. | 0.45% | 1,831 | $742K | Add +0.2% |
| LLY Eli Lilly & Co. | 0.44% | 808 | $716K | Reduce -0.3% |
| BSCQ Invesco Bulletshares 2026 CB | 0.44% | 36,549 | $715K | No change |
| BSCP Invesco Bulletshares 2025 CB | 0.43% | 34,473 | $712K | Reduce -0.8% |
| OPER Clearshares Ultra-Short Matu | 0.43% | 6,984 | $699K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.41% | 32,833 | $675K | No change |
| BSCR Invesco Bulletshares 2027 CB | 0.41% | 33,733 | $665K | No change |
| BSJO Invesco Bulletshares 2024 HY | 0.40% | 29,049 | $660K | No change |
| AVIV Avantis Intl LRG Cap Val ETF | 0.39% | 11,267 | $633K | Reduce -2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 1,030 | $591K | Reduce -0.1% |
| PULS Pgim Ultra Short Bond ETF | 0.36% | 11,858 | $590K | No change |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.33% | 11,474 | $541K | Add +22.9% |
| VBND Vident US Bond Strat ETF | 0.33% | 11,986 | $538K | Add +20.4% |
| ECL Ecolab Inc. | 0.32% | 2,082 | $532K | No change |
| NDAQ Nasdaq Inc. | 0.31% | 6,999 | $511K | Add +2.9% |
| CL Colgate-Palmolive Co. | 0.31% | 4,884 | $507K | Add +0.1% |
| IXC iShares Global Energy ETF | 0.31% | 12,487 | $505K | Add +13.0% |
| JPM JPMorgan Chase & Co. | 0.30% | 2,362 | $498K | Add +19.8% |
| IFRA iShares US Infrastructure | 0.30% | 10,372 | $487K | Add +31.6% |
| F Ford Motor Co. filed as FORD MTR CO | 0.29% | 44,371 | $469K | Add +0.5% |
| PEP Pepsico Inc. | 0.28% | 2,688 | $457K | Add +16.7% |
| DGRO iShares Core Dividend Growth | 0.26% | 6,759 | $424K | No change |
| CVX Chevron Corp. | 0.25% | 2,797 | $412K | Add +45.8% |
| IVV iShares Core S&P 500 ETF | 0.24% | 694 | $400K | No change |
| TSLA Tesla Inc. | 0.23% | 1,441 | $377K | Add +4.9% |
| AOK iShares Core 30/70 Conservat | 0.22% | 9,401 | $363K | Add +45.3% |
| COST Costco Wholesale Corp. | 0.21% | 380 | $337K | New |
| AGG iShares Core U.S. Aggregate | 0.20% | 3,173 | $321K | New |
| TXRH Texas Roadhouse Inc. | 0.20% | 1,818 | $321K | Add +3.9% |
| EVR Evercore Inc. Class A | 0.19% | 1,223 | $310K | Add +4.7% |
| VRT Vertiv Holdings Co. Class A | 0.19% | 3,083 | $307K | Add +11.2% |
| COP Conocophillips | 0.19% | 2,908 | $306K | Reduce -1.1% |
| BX Blackstone Inc. | 0.16% | 1,729 | $265K | New |
| NOW ServiceNow Inc. | 0.16% | 290 | $259K | Add +6.2% |
| PFF iShares Preferred & Income S | 0.15% | 7,440 | $247K | No change |
| VIDI Vident Intl Eqty Strat ETF | 0.15% | 8,859 | $239K | Add +0.1% |
| WPC WP Carey Inc. | 0.15% | 3,820 | $238K | Reduce -25.4% |
| ABT Abbott Laboratories | 0.14% | 2,008 | $229K | Reduce -21.7% |
| MSI Motorola Solutions Inc. | 0.13% | 484 | $218K | New |
| XLE SS Energy Select Sector | 0.13% | 2,432 | $214K | Reduce -5.0% |
| AXP American Express Co. | 0.13% | 777 | $211K | New |
| JPIE JPMorgan Income ETF | 0.13% | 4,504 | $209K | Add +0.7% |
| AOR iShares Core 60/40 Balanced | 0.13% | 3,502 | $207K | New |
| DE Deere & Co. | 0.13% | 495 | $207K | New |
| ORCL Oracle Corp. | 0.13% | 1,212 | $207K | Reduce -31.8% |
| BP BP PLC-Spons ADR | 0.13% | 6,540 | $205K | Reduce -1.7% |
| LRCX Lam Research Corp. | 0.12% | 247 | $202K | New |
Options reported separately and not counted above: SPY calls ($322.7M), EFA calls ($9.0M), EEM calls ($8.5M), ARKK calls ($2.3M).
Portfolio Sells Q2 2024 → Q3 2024
| JPST JPMorgan Ultra-Short Income | Reduce -71.9% | 5.08% | −14.03 |
| SILA Sila Realty Trust Inc. | Sold out | 0.00% | −0.64 |
| NVDA Nvidia Corp. | Reduce -12.9% | 2.20% | −0.53 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.51 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -0.2% | 8.10% | −0.38 |
| QRVO Qorvo Inc. | Sold out | 0.00% | −0.13 |
| BSMU Invesco Bulletshares 2030 MB | Reduce -0.8% | 1.82% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -0.3% | 0.44% | −0.04 |
| WPC WP Carey Inc. | Reduce -25.4% | 0.15% | −0.04 |
| ORCL Oracle Corp. | Reduce -31.8% | 0.13% | −0.04 |
| ABT Abbott Laboratories | Reduce -21.7% | 0.14% | −0.03 |
| COP Conocophillips | Reduce -1.1% | 0.19% | −0.03 |
| BP BP PLC-Spons ADR | Reduce -1.7% | 0.13% | −0.03 |
| PHYS Sprott Physical Gold Trust | Reduce -7.6% | 1.59% | −0.03 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -0.8% | 0.43% | −0.03 |
| XLE SS Energy Select Sector | Reduce -5.0% | 0.13% | −0.02 |
| AVIV Avantis Intl LRG Cap Val ETF | Reduce -2.8% | 0.39% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 0.36% | −0.00 |
| AVUV Avantis US Small Cap Value | Reduce -0.7% | 0.98% | −0.00 |
| ACN Accenture PLC Class A | Reduce -8.7% | 0.52% | +0.00 |
| AVGO Broadcom Inc. | Reduce -0.1% | 0.76% | +0.01 |
| RTX RTX Corp. | Reduce -1.7% | 0.49% | +0.05 |
Portfolio Buys Q2 2024 → Q3 2024
| JBND JPMorgan Active Bond ETF | New | 3.77% | +3.77 |
| UITB Victoryshares Core Intermedi | New | 3.64% | +3.64 |
| LQDB iShares BBB Rate Corp. Bond | New | 1.35% | +1.35 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +15.2% | 7.35% | +0.93 |
| IG Prin Invest Grad Corp. ETF-Ui | Add +73.9% | 1.98% | +0.82 |
| MSFT Microsoft Corp. | Add +108.4% | 1.24% | +0.58 |
| SPXL Direxion Daily S&P 500 Bull | Add +11.4% | 3.60% | +0.54 |
| DBEF Xtrackers MSCI Eafe Hedged E | New | 0.47% | +0.47 |
| IAU iShares Gold Trust | Add +3.4% | 4.97% | +0.46 |
| AAPL Apple Inc. | Add +26.3% | 1.61% | +0.39 |
| SCHG Schwab US Large-Cap Growth | Add +72.6% | 0.79% | +0.32 |
| COWZ Pacer US Cash Cows 100 ETF | Add +51.0% | 0.80% | +0.27 |
| XLV SS Health Care Select Sector | Add +97.5% | 0.52% | +0.25 |
| META Meta Platforms Inc. Class A | Add +59.0% | 0.57% | +0.23 |
| FBND Fidelity Total Bond ETF | Add +6.8% | 4.72% | +0.21 |
| COST Costco Wholesale Corp. | New | 0.21% | +0.21 |
| AGG iShares Core U.S. Aggregate | New | 0.20% | +0.20 |
| BX Blackstone Inc. | New | 0.16% | +0.16 |
| MSI Motorola Solutions Inc. | New | 0.13% | +0.13 |
| AXP American Express Co. | New | 0.13% | +0.13 |
| AOR iShares Core 60/40 Balanced | New | 0.13% | +0.13 |
| DE Deere & Co. | New | 0.13% | +0.13 |
| LRCX Lam Research Corp. | New | 0.12% | +0.12 |
| GLD SPDR Gold Shares | Add +20.9% | 0.50% | +0.11 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +7.1% | 2.03% | +0.10 |
| SCHD Schwab US DVD Equity ETF | Add +15.0% | 0.64% | +0.10 |
| GTO Invesco Total Return Bond Et | Add +5.8% | 2.62% | +0.10 |
| IFRA iShares US Infrastructure | Add +31.6% | 0.30% | +0.08 |
| XOM Exxon Mobil Corp. | Add +17.5% | 0.66% | +0.07 |
| AOK iShares Core 30/70 Conservat | Add +45.3% | 0.22% | +0.07 |
| AIRR First Trust Rba American Ind | Add +9.4% | 0.58% | +0.06 |
| CSCO Cisco Systems Inc. | Add +6.7% | 0.58% | +0.06 |
| FALN iShares Fallen Angels ETF | Add +5.5% | 1.79% | +0.06 |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | Add +5.3% | 1.48% | +0.06 |
| CVX Chevron Corp. | Add +45.8% | 0.25% | +0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +22.9% | 0.33% | +0.06 |
| EMB iShares JP Morgan Usd Emergi | Add +3.4% | 1.93% | +0.06 |
| TSLA Tesla Inc. | Add +4.9% | 0.23% | +0.05 |
| BOND PIMCO Active Bond Exchange-T | Add +6.2% | 1.37% | +0.05 |
| VBND Vident US Bond Strat ETF | Add +20.4% | 0.33% | +0.05 |
| CMBS iShares CMBS ETF | Add +5.4% | 1.40% | +0.05 |
| NDAQ Nasdaq Inc. | Add +2.9% | 0.31% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +19.8% | 0.30% | +0.05 |
| HD Home Depot Inc. | Add +0.2% | 0.45% | +0.05 |
| ABBV Abbvie Inc. | Add +0.1% | 0.46% | +0.04 |
| PEP Pepsico Inc. | Add +16.7% | 0.28% | +0.03 |
| VRT Vertiv Holdings Co. Class A | Add +11.2% | 0.19% | +0.03 |
| TACK Fairlead Tactical Sector ETF | Add +1.6% | 0.90% | +0.03 |
| EVR Evercore Inc. Class A | Add +4.7% | 0.19% | +0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +8.0% | 0.72% | +0.03 |
Options Activity Q2 2024 → Q3 2024
| SPY SS SPDR S&P 500 ETF Trust-US | call | Reduce -24.5% | 562,400 | $322.7M |
| EFA iShares MSCI Eafe ETF | call | Add +1.1% | 108,000 | $9.0M |
| EEM iShares MSCI Emerging Market | call | Add +0.5% | 185,300 | $8.5M |
| ARKK ARK Innovation ETF | call | Reduce -1.2% | 48,200 | $2.3M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 135 | $744.8M | SPY, SPXL, VCIT, JPST, LQD |
| Q1 2026 | 118 | $247.4M | VCIT, SPXL, LQD, JPST, FBND |
| Q4 2025 | 114 | $240.3M | VCIT, SPXL, LQD, JPST, FBND |
| Q3 2025 | 114 | $226.3M | VCIT, SPXL, LQD, JPST, FBND |
| Q2 2025 | 107 | $180.3M | SPXL, JPST, LQD, FBND, IAU |
| Q1 2025 | 105 | $166.3M | BSJQ, LQD, IAU, FBND, JPST |
| Q4 2024 | 91 | $158.0M | BSJQ, LQD, IAU, FBND, JPST |
| Q3 2024 | 96 | $163.8M | BSJQ, LQD, JPST, IAU, FBND |
| Q2 2024 | 87 | $154.3M | JPST, BSJQ, LQD, FBND, IAU |
| Q1 2024 | 84 | $153.9M | JPST, TPL, BSJQ, LQD, FBND |