Insight Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Insight Wealth Partners, LLC reported 91 stock positions worth $158.0 million. Its top holding was Invesco Bulletshares 2026 HY (BSJQ) at 8.3% of the portfolio, followed by Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 7.6%) and iShares Gold Trust (IAU, 5.3%). Compared with Q3 2024, it opened 4 new positions, sold out of 9, added to 43 and reduced 34. The biggest buy was Fidelity Total Bond ETF (FBND, shares +11%) and the biggest sale JPMorgan Active Bond ETF (JBND, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- Plano, TX
- CIK
- 0001627003
- Portfolio Value
- $158.0M (Q4 2024)
- SEC Filing
- 0001172661-25-001086 ↗ filed Feb 14, 2025
Holdings Value
Holdings 91 stocks · $158.0M
| BSJQ Invesco Bulletshares 2026 HY | 8.33% | 565,511 | $13.2M | Reduce -0.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 7.64% | 112,895 | $12.1M | Add +5.9% |
| IAU iShares Gold Trust | 5.32% | 169,800 | $8.4M | Add +3.7% |
| FBND Fidelity Total Bond ETF | 5.24% | 184,395 | $8.3M | Add +11.4% |
| JPST JPMorgan Ultra-Short Income | 5.16% | 161,919 | $8.2M | Reduce -1.2% |
| TIP iShares Tips Bond ETF | 3.11% | 46,131 | $4.9M | Add +7.9% |
| JBND JPMorgan Active Bond ETF | 2.93% | 88,568 | $4.6M | Reduce -21.6% |
| GTO Invesco Total Return Bond Et | 2.93% | 99,718 | $4.6M | Add +12.4% |
| UITB Victoryshares Core Intermedi | 2.81% | 96,719 | $4.4M | Reduce -22.3% |
| SPXL Direxion Daily S&P 500 Bull | 2.80% | 26,254 | $4.4M | Reduce -27.0% |
| NVDA Nvidia Corp. | 2.57% | 30,259 | $4.1M | Add +1.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.39% | 48,033 | $3.8M | Add +15.8% |
| FALN iShares Fallen Angels ETF | 2.08% | 123,213 | $3.3M | Add +14.6% |
| EMB iShares JP Morgan Usd Emergi | 2.05% | 36,370 | $3.2M | Add +7.6% |
| IG Prin Invest Grad Corp. ETF-Ui | 2.04% | 158,301 | $3.2M | Add +4.6% |
| BSMU Invesco Bulletshares 2030 MB | 1.84% | 133,750 | $2.9M | Reduce -0.8% |
| MUB iShares National Muni Bond E | 1.78% | 26,356 | $2.8M | Add +8.9% |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | 1.57% | 46,532 | $2.5M | Add +0.9% |
| CMBS iShares CMBS ETF | 1.55% | 51,760 | $2.4M | Add +10.5% |
| AAPL Apple Inc. | 1.54% | 9,731 | $2.4M | Reduce -13.9% |
| BOND PIMCO Active Bond Exchange-T | 1.46% | 25,549 | $2.3M | Add +7.4% |
| AMZN Amazon.com Inc. | 1.41% | 10,131 | $2.2M | Reduce -8.8% |
| LQDB iShares BBB Rate Corp. Bond | 1.38% | 25,651 | $2.2M | Add +2.4% |
| PHYS Sprott Physical Gold Trust | 1.31% | 102,818 | $2.1M | Reduce -19.4% |
| AVGO Broadcom Inc. | 1.07% | 7,286 | $1.7M | Add +0.4% |
| TXN Texas Instruments Inc. | 1.05% | 8,860 | $1.7M | Reduce -5.3% |
| AVUV Avantis US Small Cap Value | 1.02% | 16,692 | $1.6M | Reduce -0.2% |
| SOXX iShares Semiconductor ETF | 1.01% | 7,382 | $1.6M | Add +0.4% |
| FANG Diamondback Energy Inc. | 0.99% | 9,536 | $1.6M | Reduce -0.0% |
| TACK Fairlead Tactical Sector ETF | 0.90% | 51,843 | $1.4M | Reduce -0.9% |
| AVDV Avantis Intl S/C Value ETF | 0.87% | 21,112 | $1.4M | Add +0.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.80% | 22,343 | $1.3M | Reduce -0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.79% | 16,072 | $1.3M | Add +8.7% |
| SCHG Schwab US Large-Cap Growth | 0.78% | 44,437 | $1.2M | Reduce -10.6% |
| MSFT Microsoft Corp. | 0.76% | 2,835 | $1.2M | Reduce -39.7% |
| CSCO Cisco Systems Inc. | 0.65% | 17,329 | $1.0M | Reduce -2.6% |
| XOM Exxon Mobil Corp. | 0.62% | 9,161 | $985K | Reduce -0.1% |
| AIRR First Trust Rba American Ind | 0.62% | 12,749 | $982K | Add +0.1% |
| WEA Western Asset Premier Bond | 0.61% | 88,764 | $956K | Add +5.3% |
| SCHD Schwab US DVD Equity ETF | 0.56% | 32,492 | $888K | Reduce -13.1% |
| ACN Accenture PLC Class A | 0.54% | 2,439 | $858K | Add +0.5% |
| GLD SPDR Gold Shares | 0.52% | 3,413 | $826K | Add +0.3% |
| BSCQ Invesco Bulletshares 2026 CB | 0.51% | 41,578 | $808K | Add +13.8% |
| BSJP Invesco Bulletshares 2025 HY | 0.51% | 34,896 | $805K | Add +4.0% |
| PCAR Paccar Inc. | 0.51% | 7,700 | $801K | No change |
| RTX RTX Corp. | 0.49% | 6,669 | $772K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.49% | 38,149 | $768K | Add +16.2% |
| BSCR Invesco Bulletshares 2027 CB | 0.48% | 38,744 | $755K | Add +14.8% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.47% | 18,081 | $749K | Reduce -1.2% |
| HD Home Depot Inc. | 0.46% | 1,857 | $722K | Add +1.4% |
| BSCP Invesco Bulletshares 2025 CB | 0.46% | 34,906 | $721K | Add +1.3% |
| XLV SS Health Care Select Sector | 0.45% | 5,126 | $705K | Reduce -6.9% |
| ABBV Abbvie Inc. | 0.43% | 3,859 | $686K | Add +0.1% |
| OPER Clearshares Ultra-Short Matu | 0.43% | 6,845 | $685K | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 0.42% | 1,141 | $668K | Reduce -29.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 1,032 | $605K | Add +0.2% |
| TSLA Tesla Inc. | 0.37% | 1,460 | $590K | Add +1.3% |
| PULS Pgim Ultra Short Bond ETF | 0.36% | 11,615 | $576K | Reduce -2.0% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.36% | 11,067 | $574K | Reduce -1.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.36% | 12,437 | $562K | Add +8.4% |
| NDAQ Nasdaq Inc. | 0.34% | 6,999 | $541K | No change |
| VBND Vident US Bond Strat ETF | 0.32% | 11,780 | $506K | Reduce -1.7% |
| JPM JPMorgan Chase & Co. | 0.32% | 2,105 | $505K | Reduce -10.9% |
| ECL Ecolab Inc. | 0.31% | 2,082 | $488K | No change |
| IFRA iShares US Infrastructure | 0.31% | 10,413 | $482K | Add +0.4% |
| AGG iShares Core U.S. Aggregate | 0.29% | 4,766 | $462K | Add +50.2% |
| CL Colgate-Palmolive Co. | 0.28% | 4,910 | $446K | Add +0.5% |
| F Ford Motor Co. filed as FORD MTR CO | 0.28% | 44,771 | $443K | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 0.26% | 694 | $409K | No change |
| IXC iShares Global Energy ETF | 0.24% | 9,981 | $381K | Reduce -20.1% |
| VRT Vertiv Holdings Co. Class A | 0.22% | 3,095 | $352K | Add +0.4% |
| AOK iShares Core 30/70 Conservat | 0.22% | 9,401 | $351K | No change |
| CVX Chevron Corp. | 0.22% | 2,386 | $346K | Reduce -14.7% |
| PEP Pepsico Inc. | 0.22% | 2,253 | $343K | Reduce -16.2% |
| DGRO iShares Core Dividend Growth | 0.22% | 5,545 | $340K | Reduce -18.0% |
| EVR Evercore Inc. Class A | 0.21% | 1,223 | $339K | No change |
| TXRH Texas Roadhouse Inc. | 0.21% | 1,822 | $329K | Add +0.2% |
| LLY Eli Lilly & Co. | 0.20% | 410 | $316K | Reduce -49.3% |
| NOW ServiceNow Inc. | 0.20% | 294 | $312K | Add +1.4% |
| COP Conocophillips | 0.19% | 3,039 | $301K | Add +4.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.16% | 5,036 | $260K | New |
| COST Costco Wholesale Corp. | 0.16% | 280 | $257K | Reduce -26.3% |
| GOOGL Alphabet Inc. Class A | 0.15% | 1,240 | $235K | New |
| PFF iShares Preferred & Income S | 0.15% | 7,440 | $234K | No change |
| UIS Unisys Corp. | 0.15% | 36,859 | $233K | New |
| ABT Abbott Laboratories | 0.14% | 2,017 | $228K | Add +0.5% |
| TPL Texas Pacific Land Corp. | 0.14% | 197 | $218K | New |
| WPC WP Carey Inc. | 0.13% | 3,856 | $210K | Add +0.9% |
| DE Deere & Co. | 0.13% | 495 | $210K | No change |
| BX Blackstone Inc. | 0.13% | 1,183 | $204K | Reduce -31.6% |
| AOR iShares Core 60/40 Balanced | 0.13% | 3,502 | $201K | No change |
Options reported separately and not counted above: SPY calls ($556.0M), EEM calls ($7.8M), EFA calls ($5.6M), ARKK calls ($2.7M).
Portfolio Sells Q3 2024 → Q4 2024
| JBND JPMorgan Active Bond ETF | Reduce -21.6% | 2.93% | −0.84 |
| UITB Victoryshares Core Intermedi | Reduce -22.3% | 2.81% | −0.83 |
| SPXL Direxion Daily S&P 500 Bull | Reduce -27.0% | 2.80% | −0.80 |
| MSFT Microsoft Corp. | Reduce -39.7% | 0.76% | −0.48 |
| BSJO Invesco Bulletshares 2024 HY | Sold out | 0.00% | −0.40 |
| PHYS Sprott Physical Gold Trust | Reduce -19.4% | 1.31% | −0.28 |
| LLY Eli Lilly & Co. | Reduce -49.3% | 0.20% | −0.24 |
| VIDI Vident Intl Eqty Strat ETF | Sold out | 0.00% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -29.9% | 0.42% | −0.15 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.13 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.13 |
| AXP American Express Co. | Sold out | 0.00% | −0.13 |
| TXN Texas Instruments Inc. | Reduce -5.3% | 1.05% | −0.13 |
| JPIE JPMorgan Income ETF | Sold out | 0.00% | −0.13 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.13 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.13 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.12 |
| SCHD Schwab US DVD Equity ETF | Reduce -13.1% | 0.56% | −0.08 |
| XLV SS Health Care Select Sector | Reduce -6.9% | 0.45% | −0.07 |
| IXC iShares Global Energy ETF | Reduce -20.1% | 0.24% | −0.07 |
| AAPL Apple Inc. | Reduce -13.9% | 1.54% | −0.07 |
| PEP Pepsico Inc. | Reduce -16.2% | 0.22% | −0.06 |
| DGRO iShares Core Dividend Growth | Reduce -18.0% | 0.22% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -26.3% | 0.16% | −0.04 |
| CVX Chevron Corp. | Reduce -14.7% | 0.22% | −0.03 |
| BX Blackstone Inc. | Reduce -31.6% | 0.13% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.62% | −0.03 |
| AVIV Avantis Intl LRG Cap Val ETF | Reduce -1.8% | 0.36% | −0.02 |
| FANG Diamondback Energy Inc. | Reduce -0.0% | 0.99% | −0.01 |
| VBND Vident US Bond Strat ETF | Reduce -1.7% | 0.32% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -10.6% | 0.78% | −0.01 |
| TACK Fairlead Tactical Sector ETF | Reduce -0.9% | 0.90% | −0.00 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -0.9% | 0.80% | +0.00 |
| PULS Pgim Ultra Short Bond ETF | Reduce -2.0% | 0.36% | +0.00 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -1.2% | 0.47% | +0.00 |
| OPER Clearshares Ultra-Short Matu | Reduce -2.0% | 0.43% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -10.9% | 0.32% | +0.02 |
| BSMU Invesco Bulletshares 2030 MB | Reduce -0.8% | 1.84% | +0.02 |
| AVUV Avantis US Small Cap Value | Reduce -0.2% | 1.02% | +0.04 |
| CSCO Cisco Systems Inc. | Reduce -2.6% | 0.65% | +0.07 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.2% | 5.16% | +0.09 |
| AMZN Amazon.com Inc. | Reduce -8.8% | 1.41% | +0.14 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -0.1% | 8.33% | +0.23 |
Portfolio Buys Q3 2024 → Q4 2024
| FBND Fidelity Total Bond ETF | Add +11.4% | 5.24% | +0.52 |
| NVDA Nvidia Corp. | Add +1.8% | 2.57% | +0.37 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +15.8% | 2.39% | +0.36 |
| IAU iShares Gold Trust | Add +3.7% | 5.32% | +0.36 |
| GTO Invesco Total Return Bond Et | Add +12.4% | 2.93% | +0.31 |
| AVGO Broadcom Inc. | Add +0.4% | 1.07% | +0.31 |
| FALN iShares Fallen Angels ETF | Add +14.6% | 2.08% | +0.29 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +5.9% | 7.64% | +0.29 |
| TIP iShares Tips Bond ETF | Add +7.9% | 3.11% | +0.23 |
| MUB iShares National Muni Bond E | Add +8.9% | 1.78% | +0.17 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.16% | +0.16 |
| GOOGL Alphabet Inc. Class A | New | 0.15% | +0.15 |
| CMBS iShares CMBS ETF | Add +10.5% | 1.55% | +0.15 |
| UIS Unisys Corp. | New | 0.15% | +0.15 |
| TSLA Tesla Inc. | Add +1.3% | 0.37% | +0.14 |
| TPL Texas Pacific Land Corp. | New | 0.14% | +0.14 |
| EMB iShares JP Morgan Usd Emergi | Add +7.6% | 2.05% | +0.12 |
| AGG iShares Core U.S. Aggregate | Add +50.2% | 0.29% | +0.10 |
| SNPE Xtrckr S&P 500 Scor&scrn ETF | Add +0.9% | 1.57% | +0.09 |
| BOND PIMCO Active Bond Exchange-T | Add +7.4% | 1.46% | +0.09 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +8.7% | 0.79% | +0.08 |
| BSCQ Invesco Bulletshares 2026 CB | Add +13.8% | 0.51% | +0.08 |
| BSCS Invesco Bulletshares 2028 CB | Add +16.2% | 0.49% | +0.07 |
| BSCR Invesco Bulletshares 2027 CB | Add +14.8% | 0.48% | +0.07 |
| IG Prin Invest Grad Corp. ETF-Ui | Add +4.6% | 2.04% | +0.06 |
| AIRR First Trust Rba American Ind | Add +0.1% | 0.62% | +0.04 |
| NOW ServiceNow Inc. | Add +1.4% | 0.20% | +0.04 |
| BSJP Invesco Bulletshares 2025 HY | Add +4.0% | 0.51% | +0.04 |
| VRT Vertiv Holdings Co. Class A | Add +0.4% | 0.22% | +0.04 |
| LQDB iShares BBB Rate Corp. Bond | Add +2.4% | 1.38% | +0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +8.4% | 0.36% | +0.03 |
| WEA Western Asset Premier Bond | Add +5.3% | 0.61% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.38% | +0.02 |
| BSCP Invesco Bulletshares 2025 CB | Add +1.3% | 0.46% | +0.02 |
| ACN Accenture PLC Class A | Add +0.5% | 0.54% | +0.02 |
| GLD SPDR Gold Shares | Add +0.3% | 0.52% | +0.02 |
| TXRH Texas Roadhouse Inc. | Add +0.2% | 0.21% | +0.01 |
| IFRA iShares US Infrastructure | Add +0.4% | 0.31% | +0.01 |
| ABT Abbott Laboratories | Add +0.5% | 0.14% | +0.00 |
| HD Home Depot Inc. | Add +1.4% | 0.46% | +0.00 |
| COP Conocophillips | Add +4.5% | 0.19% | +0.00 |
| F Ford Motor Co. | Add +0.9% | 0.28% | −0.01 |
| WPC WP Carey Inc. | Add +0.9% | 0.13% | −0.01 |
| CL Colgate-Palmolive Co. | Add +0.5% | 0.28% | −0.03 |
| SOXX iShares Semiconductor ETF | Add +0.4% | 1.01% | −0.03 |
| ABBV Abbvie Inc. | Add +0.1% | 0.43% | −0.03 |
| AVDV Avantis Intl S/C Value ETF | Add +0.0% | 0.87% | −0.04 |
Options Activity Q3 2024 → Q4 2024
| SPY SS SPDR S&P 500 ETF Trust-US | call | Add +68.7% | 948,600 | $556.0M |
| EEM iShares MSCI Emerging Market | call | Add +0.3% | 185,800 | $7.8M |
| EFA iShares MSCI Eafe ETF | call | Reduce -31.9% | 73,500 | $5.6M |
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 |