Portfolio (Quarterly)
Guide ↗
Insight Wealth Partners, LLC
· CIK 0001627003| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | GDX | VANECK ETF TRUST | — | 9,809.0 | $900K | 0.13% | +634.0 | +6.9% | $91.77 | -4.8% |
| 62 | VBND | ETF SER SOLUTIONS | — | 20,400.0 | $885K | 0.12% | +541.0 | +2.7% | $43.39 | -0.3% |
| 63 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 43,264.0 | $884K | 0.12% | -749.0 | -1.7% | $20.42 | -0.1% |
| 64 | PCAR | PACCAR INC | Industrials | 7,564.0 | $874K | 0.12% | -235.0 | -3.0% | $115.50 | -2.5% |
| 65 | IFRA | ISHARES TR | — | 15,231.0 | $871K | 0.12% | +531.0 | +3.6% | $57.20 | +5.9% |
| 66 | MSFT | MICROSOFT CORP | Technology | 2,327.0 | $861K | 0.12% | -32.0 | -1.4% | $370.20 | +10.6% |
| 67 | JPM | JPMORGAN CHASE & CO | Financial Services | 2,894.0 | $851K | 0.12% | +80.0 | +2.8% | $294.17 | +2.0% |
| 68 | TOPT | ISHARES TR | — | 27,469.0 | $786K | 0.11% | -6K | -17.2% | $28.62 | +18.7% |
| 69 | SPUU | DIREXION SHARES ETF TRUST | — | 4,740.0 | $784K | 0.11% | -246.0 | -4.9% | $165.35 | +28.0% |
| 70 | XLV | SELECT SECTOR SPDR TR | — | 4,996.0 | $732K | 0.10% | -36.0 | -0.7% | $146.60 | -1.0% |
| 71 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,855.0 | $710K | 0.10% | -368.0 | -7.0% | $146.28 | -8.6% |
| 72 | TJX | TJX COS INC NEW | Consumer Cyclical | 4,443.0 | $710K | 0.10% | NEW | — | $159.70 | -7.7% |
| 73 | IVV | ISHARES TR | — | 1,080.0 | $705K | 0.10% | +386.0 | +55.6% | $653.21 | +13.7% |
| 74 | META | META PLATFORMS INC | Communication Services | 1,089.0 | $623K | 0.09% | — | — | $572.16 | +8.1% |
| 75 | PJAN | INNOVATOR ETFS TRUST | — | 12,866.0 | $594K | 0.08% | NEW | — | $46.13 | +6.2% |
| 76 | BSCR | INVESCO EXCH TRD SLF IDX FD | — | 29,789.0 | $585K | 0.08% | +254.0 | +0.9% | $19.62 | +0.2% |
| 77 | SHV | ISHARES TR | — | 5,261.0 | $581K | 0.08% | -2K | -27.8% | $110.39 | -0.1% |
| 78 | F | FORD MTR CO | Consumer Cyclical | 47,335.0 | $546K | 0.08% | +319.0 | +0.7% | $11.54 | +25.5% |
| 79 | ABBV | ABBVIE INC | Healthcare | 2,489.0 | $541K | 0.08% | -224.0 | -8.3% | $217.49 | -3.3% |
| 80 | BSCT | INVESCO EXCH TRD SLF IDX FD | — | 28,875.0 | $539K | 0.08% | +268.0 | +0.9% | $18.66 | -0.4% |
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
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%