Portfolio (Quarterly)
Guide ↗
Insight Wealth Partners, LLC
· CIK 0001627003| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | AOK | ISHARES TR | — | 9,401.0 | $377K | 0.05% | NEW | — | $40.13 | +0.6% |
| 82 | KE | KIMBALL ELECTRONICS INC | Industrials | 13,259.0 | $369K | 0.05% | NEW | — | $27.82 | +1.8% |
| 83 | DGRO | ISHARES TR | — | 5,229.0 | $363K | 0.05% | NEW | — | $69.42 | +8.7% |
| 84 | CALY | TOPGOLF CALLAWAY BRANDS CORP | Consumer Cyclical | 30,165.0 | $352K | 0.05% | NEW | — | $11.67 | +22.7% |
| 85 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 17,870.0 | $350K | 0.05% | NEW | — | $19.57 | -0.3% |
| 86 | LLY | ELI LILLY & CO | Healthcare | 307.0 | $330K | 0.04% | NEW | — | $1074.37 | +7.2% |
| 87 | PEP | PEPSICO INC | Consumer Defensive | 2,262.0 | $325K | 0.04% | NEW | — | $143.52 | -12.5% |
| 88 | CVX | CHEVRON CORP NEW | Energy | 2,111.0 | $322K | 0.04% | NEW | — | $152.42 | +35.9% |
| 89 | SHYG | ISHARES TR | — | 7,431.0 | $319K | 0.04% | NEW | — | $42.87 | -4.2% |
| 90 | BSJQ | INVESCO EXCH TRD SLF IDX FD | — | 12,786.0 | $298K | 0.04% | NEW | — | $23.34 | -2.2% |
| 91 | SHY | ISHARES TR | — | 3,506.0 | $290K | 0.04% | NEW | — | $82.82 | -2.1% |
| 92 | PFF | ISHARES TR | — | 9,187.0 | $284K | 0.04% | NEW | — | $30.96 | -4.8% |
| 93 | COP | CONOCOPHILLIPS | Energy | 3,020.0 | $283K | 0.04% | NEW | — | $93.61 | +35.7% |
| 94 | — | INNOVATOR ETFS TRUST | — | 10,484.0 | $281K | 0.04% | NEW | — | $26.78 | — |
| 95 | BSCU | INVESCO EXCH TRD SLF IDX FD | — | 15,818.0 | $268K | 0.04% | NEW | — | $16.92 | -4.4% |
| 96 | IGSB | ISHARES TR | — | 5,016.0 | $265K | 0.04% | NEW | — | $52.88 | -3.3% |
| 97 | ABT | ABBOTT LABS | Healthcare | 2,117.0 | $265K | 0.04% | NEW | — | $125.29 | -22.8% |
| 98 | APP | APPLOVIN CORP | Technology | 392.0 | $264K | 0.04% | NEW | — | $673.82 | -58.3% |
| 99 | HOOD | ROBINHOOD MKTS INC | Financial Services | 2,316.0 | $262K | 0.04% | NEW | — | $113.10 | -1.7% |
| 100 | EPD | ENTERPRISE PRODS PARTNERS L | — | 8,164.0 | $262K | 0.04% | NEW | — | $32.06 | — |
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%