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 | WMT | WALMART INC | Consumer Defensive | 3,875.0 | $482K | 0.07% | NEW | — | $124.28 | -15.0% |
| 82 | AGG | ISHARES TR | — | 4,668.0 | $463K | 0.07% | +548.0 | +13.3% | $99.27 | -4.9% |
| 83 | CALY | CALLAWAY GOLF CO | Consumer Cyclical | 32,632.0 | $453K | 0.06% | +2K | +8.2% | $13.88 | +2.7% |
| 84 | ECL | ECOLAB INC | Basic Materials | 1,684.0 | $448K | 0.06% | -80.0 | -4.5% | $266.02 | +4.1% |
| 85 | CVX | CHEVRON CORPORATION | Energy | 2,086.0 | $432K | 0.06% | -25.0 | -1.2% | $206.93 | -0.3% |
| 86 | COP | CONOCOPHILLIPS | Energy | 3,020.0 | $399K | 0.06% | — | — | $132.01 | -4.3% |
| 87 | DGRO | ISHARES TR | — | 5,529.0 | $388K | 0.05% | +300.0 | +5.7% | $70.18 | +8.2% |
| 88 | AOK | ISHARES TR | — | 9,401.0 | $375K | 0.05% | — | — | $39.89 | +1.3% |
| 89 | EVR | EVERCORE INC | Financial Services | 1,254.0 | $374K | 0.05% | — | — | $298.51 | -13.5% |
| 90 | SPXL CALL | DIREXION SHARES ETF TRUST | — | 2,000.0 | $370K | 0.05% | NEW | — | $184.89 | +55.5% |
| 91 | PEP | PEPSICO INC | Consumer Defensive | 2,262.0 | $351K | 0.05% | — | — | $155.29 | -17.6% |
| 92 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 17,870.0 | $349K | 0.05% | — | — | $19.53 | -0.0% |
| 93 | AOA | ISHARES TR | — | 3,726.0 | $330K | 0.05% | +1K | +40.9% | $88.49 | +10.4% |
| 94 | EPD | ENTERPRISE PRODS PARTNERS L | — | 8,645.0 | $327K | 0.05% | +481.0 | +5.9% | $37.84 | — |
| 95 | VTIX | VIRTUIX HOLDINGS INC. | Technology | 48,298.0 | $327K | 0.05% | NEW | — | $6.77 | -81.8% |
| 96 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 629.0 | $298K | 0.04% | NEW | — | $474.56 | -30.2% |
| 97 | BSJQ | INVESCO EXCH TRD SLF IDX FD | — | 12,786.0 | $296K | 0.04% | — | — | $23.18 | -1.5% |
| 98 | TNK | TEEKAY TANKERS LTD | Energy | 4,026.0 | $295K | 0.04% | NEW | — | $73.32 | +34.5% |
| 99 | LLY | ELI LILLY & CO | Healthcare | 307.0 | $283K | 0.04% | — | — | $920.81 | +28.1% |
| 100 | — | INNOVATOR ETFS TRUST | — | 10,484.0 | $280K | 0.04% | — | — | $26.72 | — |
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
32.1%
Financial Services
26.8%
Energy
11.0%
Consumer Cyclical
10.5%
Industrials
7.6%
Communication Services
3.5%
Consumer Defensive
3.3%
Basic Materials
2.9%
Healthcare
1.8%
Real Estate
0.6%