Portfolio (Quarterly)
Guide ↗
Insight Wealth Partners, LLC
· CIK 0001627003| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | Consumer Cyclical | 2,165 | $914K | 0.12% | SOLD |
| 2 | RKLB | ROCKET LAB CORP | Industrials | 11,949 | $834K | 0.11% | SOLD |
| 3 | BROS | DUTCH BROS INC | Consumer Cyclical | 11,657 | $714K | 0.10% | SOLD |
| 4 | BALT | INNOVATOR ETFS TRUST | — | 14,433 | $484K | 0.07% | SOLD |
| 5 | KE | KIMBALL ELECTRONICS INC | Industrials | 13,259 | $369K | 0.05% | SOLD |
| 6 | ABT | ABBOTT LABS | Healthcare | 2,117 | $265K | 0.04% | SOLD |
| 7 | APP | APPLOVIN CORP | Technology | 392 | $264K | 0.04% | SOLD |
| 8 | HOOD | ROBINHOOD MKTS INC | Financial Services | 2,316 | $262K | 0.04% | SOLD |
| 9 | BND | VANGUARD BD INDEX FDS | — | 3,249 | $241K | 0.03% | SOLD |
| 10 | QBTS | D-WAVE QUANTUM INC | Technology | 9,196 | $240K | 0.03% | SOLD |
| 11 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 685 | $203K | 0.03% | SOLD |
Sector Allocation
Technology
30.2%
Financial Services
27.1%
Energy
11.8%
Consumer Cyclical
10.6%
Industrials
7.7%
Communication Services
3.9%
Consumer Defensive
3.4%
Basic Materials
3.0%
Healthcare
1.8%
Real Estate
0.6%