Portfolio (Quarterly)
Guide ↗
Insight Wealth Partners, LLC
· CIK 0001627003| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | WPC | WP CAREY INC | Real Estate | 3,870.0 | $249K | 0.03% | NEW | — | $64.36 | +14.5% |
| 102 | BSJR | INVESCO EXCH TRD SLF IDX FD | — | 10,972.0 | $248K | 0.03% | NEW | — | $22.61 | -0.8% |
| 103 | KO | COCA COLA CO | Consumer Defensive | 3,448.0 | $241K | 0.03% | NEW | — | $69.91 | +15.1% |
| 104 | BND | VANGUARD BD INDEX FDS | — | 3,249.0 | $241K | 0.03% | NEW | — | $74.06 | -1.8% |
| 105 | QBTS | D-WAVE QUANTUM INC | Technology | 9,196.0 | $240K | 0.03% | NEW | — | $26.15 | -15.4% |
| 106 | AOA | ISHARES TR | — | 2,645.0 | $237K | 0.03% | NEW | — | $89.57 | +6.9% |
| 107 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 2,853.0 | $225K | 0.03% | NEW | — | $79.02 | +11.5% |
| 108 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 258.0 | $222K | 0.03% | NEW | — | $862.34 | +20.7% |
| 109 | AOR | ISHARES TR | — | 3,387.0 | $220K | 0.03% | NEW | — | $65.01 | +4.8% |
| 110 | DE | DEERE & CO | Industrials | 468.0 | $218K | 0.03% | NEW | — | $465.57 | +23.4% |
| 111 | IWM | ISHARES TR | — | 885.0 | $218K | 0.03% | NEW | — | $246.16 | +12.8% |
| 112 | GOOG | ALPHABET INC | Communication Services | 693.0 | $218K | 0.03% | NEW | — | $313.94 | +26.5% |
| 113 | VIDI | ETF SER SOLUTIONS | — | 6,168.0 | $208K | 0.03% | NEW | — | $33.71 | +17.4% |
| 114 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 685.0 | $203K | 0.03% | NEW | — | $296.21 | -26.3% |
| 115 | UIS | UNISYS CORP | Technology | 32,859.0 | $91K | 0.01% | NEW | — | $2.76 | +10.9% |
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
32.1%
Technology
30.7%
Consumer Cyclical
12.1%
Industrials
8.3%
Energy
6.8%
Communication Services
4.1%
Healthcare
2.4%
Consumer Defensive
2.0%
Basic Materials
0.9%
Real Estate
0.5%