Portfolio (Quarterly)
Guide ↗
Insight Wealth Partners, LLC
· CIK 0001627003| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | CSCO | CISCO SYS INC | Technology | 16,432.0 | $1.3M | 0.17% | NEW | — | $77.03 | +39.7% |
| 42 | DBEF | DBX ETF TR | — | 24,742.0 | $1.2M | 0.16% | NEW | — | $48.11 | +14.9% |
| 43 | MSFT | MICROSOFT CORP | Technology | 2,359.0 | $1.1M | 0.16% | NEW | — | $483.69 | +7.0% |
| 44 | GOOGL | ALPHABET INC | Communication Services | 3,557.0 | $1.1M | 0.15% | NEW | — | $313.01 | +12.0% |
| 45 | XOM | EXXON MOBIL CORP | Energy | 9,176.0 | $1.1M | 0.15% | NEW | — | $120.35 | +34.9% |
| 46 | WEA | WESTERN ASSET PREMIER BD FD | Financial Services | 94,848.0 | $1.0M | 0.14% | NEW | — | $11.03 | -9.2% |
| 47 | RTX | RTX CORPORATION | Industrials | 5,667.0 | $1.0M | 0.14% | NEW | — | $183.40 | +1.4% |
| 48 | SCHD | SCHWAB STRATEGIC TR | — | 37,823.0 | $1.0M | 0.14% | NEW | — | $27.43 | +19.6% |
| 49 | TOPT | ISHARES TR | — | 33,189.0 | $1.0M | 0.14% | NEW | — | $31.23 | +12.5% |
| 50 | AVIV | AMERICAN CENTY ETF TR | — | 14,504.0 | $1.0M | 0.14% | NEW | — | $71.23 | +12.9% |
| 51 | OPER | ETF SER SOLUTIONS | — | 9,986.0 | $999K | 0.14% | NEW | — | $100.03 | +0.0% |
| 52 | TSLA | TESLA INC | Consumer Cyclical | 2,170.0 | $976K | 0.13% | NEW | — | $449.72 | -22.3% |
| 53 | PULS | PGIM ETF TR | — | 19,632.0 | $974K | 0.13% | NEW | — | $49.59 | -0.3% |
| 54 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 5,223.0 | $928K | 0.13% | NEW | — | $177.75 | +6.1% |
| 55 | SPUU | DIREXION SHS ETF TR | — | 4,986.0 | $918K | 0.13% | NEW | — | $184.10 | +22.2% |
| 56 | CVNA | CARVANA CO | Consumer Cyclical | 2,165.0 | $914K | 0.12% | NEW | — | $422.02 | -84.9% |
| 57 | JPM | JPMORGAN CHASE & CO. | Financial Services | 2,814.0 | $907K | 0.12% | NEW | — | $322.22 | +3.9% |
| 58 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 44,013.0 | $907K | 0.12% | NEW | — | $20.60 | -2.3% |
| 59 | VBND | ETF SER SOLUTIONS | — | 19,859.0 | $877K | 0.12% | NEW | — | $44.17 | -6.1% |
| 60 | IUSB | ISHARES TR | — | 18,706.0 | $871K | 0.12% | NEW | — | $46.54 | -5.1% |
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
Financial Services
32.4%
Technology
31.0%
Consumer Cyclical
12.2%
Industrials
8.4%
Energy
6.3%
Communication Services
3.7%
Healthcare
2.5%
Consumer Defensive
2.0%
Basic Materials
0.9%
Real Estate
0.5%