Portfolio (Quarterly)
Guide ↗
Insight Wealth Partners, LLC
· CIK 0001627003| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | UTWO | RBB FD INC | — | 58,908.0 | $2.8M | 0.40% | NEW | — | $48.28 | -0.6% |
| 2 | SNDK | SANDISK CORP | Technology | 1,600.0 | $1.0M | 0.14% | NEW | — | $635.34 | +158.3% |
| 3 | AAXJ | ISHARES TR | — | 9,914.0 | $955K | 0.13% | NEW | — | $96.29 | +20.3% |
| 4 | — | INNOVATOR ETFS TRUST | — | 34,836.0 | $950K | 0.13% | NEW | — | $27.26 | — |
| 5 | AA | ALCOA CORP | Basic Materials | 13,981.0 | $927K | 0.13% | NEW | — | $66.33 | -24.6% |
| 6 | TJX | TJX COS INC NEW | Consumer Cyclical | 4,443.0 | $710K | 0.10% | NEW | — | $159.70 | -4.8% |
| 7 | PJAN | INNOVATOR ETFS TRUST | — | 12,866.0 | $594K | 0.08% | NEW | — | $46.13 | +9.6% |
| 8 | WMT | WALMART INC | Consumer Defensive | 3,875.0 | $482K | 0.07% | NEW | — | $124.28 | -7.2% |
| 9 | SPXL CALL | DIREXION SHARES ETF TRUST | — | 2,000.0 | $370K | 0.05% | NEW | — | $184.89 | +61.9% |
| 10 | VTIX | VIRTUIX HOLDINGS INC. | Technology | 48,298.0 | $327K | 0.05% | NEW | — | $6.77 | -73.9% |
| 11 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 629.0 | $298K | 0.04% | NEW | — | $474.56 | -24.5% |
| 12 | TNK | TEEKAY TANKERS LTD | Energy | 4,026.0 | $295K | 0.04% | NEW | — | $73.32 | +16.1% |
| 13 | — | INNOVATOR ETFS TRUST | — | 10,487.0 | $266K | 0.04% | NEW | — | $25.39 | — |
| 14 | BP | BP PLC | Energy | 5,566.0 | $262K | 0.04% | NEW | — | $47.00 | -9.5% |
| 15 | XAR | SPDR SERIES TRUST | — | 1,020.0 | $259K | 0.04% | NEW | — | $254.07 | +16.8% |
| 16 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 240.0 | $203K | 0.03% | NEW | — | $845.99 | +22.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
31.7%
Financial Services
26.5%
Energy
11.6%
Consumer Cyclical
10.4%
Industrials
7.5%
Communication Services
3.9%
Consumer Defensive
3.3%
Basic Materials
2.9%
Healthcare
1.7%
Real Estate
0.6%