Portfolio (Quarterly)
Guide ↗
Insight Wealth Partners, LLC
· CIK 0001627003| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | XLV | SELECT SECTOR SPDR TR | — | 4,996.0 | $732K | 0.10% | -36.0 | -0.7% | $146.60 | +14.2% |
| 22 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,855.0 | $710K | 0.10% | -368.0 | -7.0% | $146.28 | +19.0% |
| 23 | SHV | ISHARES TR | — | 5,261.0 | $581K | 0.08% | -2K | -27.8% | $110.39 | -0.1% |
| 24 | ABBV | ABBVIE INC | Healthcare | 2,489.0 | $541K | 0.08% | -224.0 | -8.3% | $217.49 | +14.7% |
| 25 | ECL | ECOLAB INC | Basic Materials | 1,684.0 | $448K | 0.06% | -80.0 | -4.5% | $266.02 | +3.8% |
| 26 | CVX | CHEVRON CORPORATION | Energy | 2,086.0 | $432K | 0.06% | -25.0 | -1.2% | $206.93 | -3.3% |
| 27 | SHY | ISHARES TR | — | 2,637.0 | $218K | 0.03% | -869.0 | -24.8% | $82.57 | -0.7% |
| 28 | SHYG | ISHARES TR | — | 5,130.0 | $217K | 0.03% | -2K | -31.0% | $42.31 | -0.1% |
| 29 | AOR | ISHARES TR | — | 3,370.0 | $217K | 0.03% | -17.0 | -0.5% | $64.35 | +9.2% |
| 30 | PFF | ISHARES TR | — | 7,035.0 | $213K | 0.03% | -2K | -23.4% | $30.32 | +1.7% |
| 31 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 2,439.0 | $208K | 0.03% | -414.0 | -14.5% | $85.23 | +7.9% |
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%