Insight Wealth Partners, LLC

13F filer, CIK 1627003, Plano, TX

Insight Wealth Partners, LLC reported $506,327,088 across 100 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-13. Its ten largest share positions make up 46.73% of the portfolio.

Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001172661-24-004664

Period: 2024-09-30
Reported value: $506M
Holdings: 100
Top 10 weight: 46.73%
New: 12
Sold out: 3

Largest buys vs the previous quarter

Security	Shares change	Approx. value
JBNDnew	+112,948	$6.17M
UITBnew	+124,491	$5.97M
LQDBnew	+25,039	$2.22M
LQDadded	+14,075	$1.59M
IGadded	+64,275	$1.38M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
JPSTreduced	-419,986	-$21.3M
SILAexited	-46,917	-$993K
BNDexited	-10,969	-$790K
NVDAreduced	-4,388	-$533K
PHYSreduced	-10,552	-$215K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001172661-24-004664, largest first. % of portfolio is the value over $163,823,620, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
BSJQINVESCO EXCH TRD SLF IDX FD	565,916	$13.3M	8.1%	-1,246	Timeline
LQDISHARES TR	106,567	$12M	7.35%	+14,075	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	163,955	$8.32M	5.08%	-419,986	Timeline
IAUISHARES GOLD TR	163,724	$8.14M	4.97%	+5,369	Timeline
FBNDFIDELITY MERRIMACK STR TR	165,542	$7.74M	4.72%	+10,470	Timeline
JBNDJ P MORGAN EXCHANGE TRADED F	112,948	$6.17M	3.77%	new	Timeline
UITBVICTORY PORTFOLIOS II	124,491	$5.97M	3.64%	new	Timeline
SPXLDIREXION SHARES ETF TRUST	35,967	$5.9M	3.6%	+3,689	Timeline
TIPISHARES TR	42,745	$4.72M	2.88%	+1,510	Timeline
GTOINVESCO ACTIVELY MANAGED EXC	88,747	$4.29M	2.62%	+4,892	Timeline
NVDANVIDIA CORPORATION	29,739	$3.61M	2.2%	-4,388	Timeline
HYGISHARES TR	41,482	$3.33M	2.03%	+2,755	Timeline
IGPRINCIPAL EXCHANGE TRADED FD	151,286	$3.24M	1.98%	+64,275	Timeline
EMBISHARES TR	33,805	$3.16M	1.93%	+1,106	Timeline
BSMUINVESCO EXCH TRD SLF IDX FD	134,853	$2.99M	1.82%	-1,119	Timeline
FALNISHARES TR	107,533	$2.94M	1.79%	+5,583	Timeline
AAPLAPPLE INC	11,307	$2.63M	1.61%	+2,357	Timeline
MUBISHARES TR	24,195	$2.63M	1.6%	+503	Timeline
PHYSSPROTT ASSET MANAGEMENT LP	127,601	$2.6M	1.59%	-10,552	Timeline
SNPEDBX ETF TR	46,113	$2.42M	1.48%	+2,301	Timeline
CMBSISHARES TR	46,836	$2.29M	1.4%	+2,397	Timeline
BONDPIMCO ETF TR	23,791	$2.25M	1.37%	+1,391	Timeline
LQDBISHARES TR	25,039	$2.22M	1.35%	new	Timeline
AMZNAMAZON COM INC	11,111	$2.07M	1.26%	+1,226	Timeline
MSFTMICROSOFT CORP	4,705	$2.02M	1.24%	+2,447	Timeline
TXNTEXAS INSTRS INC	9,358	$1.93M	1.18%	+67	Timeline
SOXXISHARES TR	7,353	$1.7M	1.04%	+352	Timeline
FANGDIAMONDBACK ENERGY INC	9,539	$1.64M	1%	+3	Timeline
AVUVAMERICAN CENTY ETF TR	16,728	$1.61M	0.98%	-122	Timeline
AVDVAMERICAN CENTY ETF TR	21,111	$1.49M	0.91%	+215	Timeline
TACKCAPITOL SER TR	52,329	$1.47M	0.9%	+803	Timeline
COWZPACER FDS TR	22,556	$1.3M	0.8%	+7,615	Timeline
SCHGSCHWAB STRATEGIC TR	12,426	$1.29M	0.79%	+5,225	Timeline
AVGOBROADCOM INC	7,259	$1.25M	0.76%	+6,532	Timeline
VCSHVANGUARD SCOTTSDALE FDS	14,784	$1.17M	0.72%	+1,097	Timeline
XOMEXXON MOBIL CORP	9,171	$1.07M	0.66%	+1,363	Timeline
SCHDSCHWAB STRATEGIC TR	12,469	$1.05M	0.64%	+1,624	Timeline
AIRRFIRST TR EXCHANGE TRADED FD	12,740	$951K	0.58%	+1,091	Timeline
WEAWESTERN ASSET PREMIER BD FD	84,295	$951K	0.58%	+1,451	Timeline
CSCOCISCO SYS INC	17,801	$947K	0.58%	+1,118	Timeline
METAMETA PLATFORMS INC	1,627	$931K	0.57%	+604	Timeline
ACNACCENTURE PLC IRELAND	2,426	$858K	0.52%	-232	Timeline
XLVSELECT SECTOR SPDR TR	5,506	$848K	0.52%	+2,718	Timeline
GLDSPDR GOLD TR	3,401	$827K	0.5%	+588	Timeline
RTXRTX CORPORATION	6,669	$808K	0.49%	-114	Timeline
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD	33,558	$776K	0.47%	0
DBEFDBX ETF TR	18,293	$769K	0.47%	new	Timeline
ABBVABBVIE INC	3,854	$761K	0.46%	+4	Timeline
PCARPACCAR INC	7,700	$760K	0.46%	+104	Timeline
HDHOME DEPOT INC	1,831	$742K	0.45%	+4	Timeline
LLYELI LILLY & CO	808	$716K	0.44%	-2	Timeline
BSCQINVESCO EXCH TRD SLF IDX FD	36,549	$715K	0.44%	0	Timeline
INVESCOINVESCO	34,473	$712K	0.43%	-294
OPERETF SER SOLUTIONS	6,984	$699K	0.43%	0	Timeline
BSCSINVESCO EXCH TRD SLF IDX FD	32,833	$675K	0.41%	0	Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	33,733	$665K	0.41%	0	Timeline
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD	29,049	$660K	0.4%	0
AVIVAMERICAN CENTY ETF TR	11,267	$633K	0.39%	-326	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,030	$591K	0.36%	-1	Timeline
PULSPGIM ETF TR	11,858	$590K	0.36%	0	Timeline
IUSBISHARES TR	11,474	$541K	0.33%	+2,135	Timeline
VBNDETF SER SOLUTIONS	11,986	$538K	0.33%	+2,030	Timeline
ECLECOLAB INC	2,082	$532K	0.32%	0	Timeline
NDAQNASDAQ INC	6,999	$511K	0.31%	+194	Timeline
CLCOLGATE PALMOLIVE CO	4,884	$507K	0.31%	+5	Timeline
IXCISHARES TR	12,487	$505K	0.31%	+1,437	Timeline
JPMJPMORGAN CHASE & CO	2,362	$498K	0.3%	+391	Timeline
IFRAISHARES TR	10,372	$487K	0.3%	+2,491	Timeline
FFORD MTR CO	44,371	$469K	0.29%	+227	Timeline
PEPPEPSICO INC	2,688	$457K	0.28%	+384	Timeline
DGROISHARES TR	6,759	$424K	0.26%	0	Timeline
CVXCHEVRON CORPORATION	2,797	$412K	0.25%	+879	Timeline
IVVISHARES TR	694	$400K	0.24%	0	Timeline
TSLATESLA INC	1,441	$377K	0.23%	+67	Timeline
AOKISHARES TR	9,401	$363K	0.22%	+2,931	Timeline
COSTCOSTCO WHOLESALE CORPORATION	380	$337K	0.21%	new	Timeline
AGGISHARES TR	3,173	$321K	0.2%	new	Timeline
TXRHTEXAS ROADHOUSE INC	1,818	$321K	0.2%	+68	Timeline
EVREVERCORE INC	1,223	$310K	0.19%	+55	Timeline
VRTVERTIV HOLDINGS CO	3,083	$307K	0.19%	+310	Timeline
COPCONOCOPHILLIPS	2,908	$306K	0.19%	-32	Timeline
BXBLACKSTONE INC	1,729	$265K	0.16%	new	Timeline
NOWSERVICENOW INC	290	$259K	0.16%	+17	Timeline
PFFISHARES TR	7,440	$247K	0.15%	0	Timeline
VIDIETF SER SOLUTIONS	8,859	$239K	0.15%	+8	Timeline
WPCWP CAREY INC	3,820	$238K	0.15%	-1,301	Timeline
ABTABBOTT LABORATORIES	2,008	$229K	0.14%	-556	Timeline
MSIMOTOROLA SOLUTIONS INC	484	$218K	0.13%	new	Timeline
XLESELECT SECTOR SPDR TR	2,432	$214K	0.13%	-129	Timeline
AXPAMERICAN EXPRESS CO	777	$211K	0.13%	new	Timeline
JPIEJ P MORGAN EXCHANGE TRADED F	4,504	$209K	0.13%	+33	Timeline
AORISHARES TR	3,502	$207K	0.13%	new	Timeline
DEDEERE & CO	495	$207K	0.13%	new	Timeline
ORCLORACLE CORP	1,212	$207K	0.13%	-564	Timeline
BPBP PLC	6,540	$205K	0.13%	-116	Timeline
LAM RESEARCH CORPLAM RESEARCH CORP	247	$202K	0.12%	new

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
SPYSTATE STR SPDR S&P 500 ETF T SHS	call	562,400	$323M	-182,800
EFAISHARES TR MSCI EAFE ETF	call	108,000	$9.03M	+1,200
EEMISHARES TR MSCI EMG MKT ETF	call	185,300	$8.5M	+1,000
ARKKARK ETF TR INNOVATION ETF	call	48,200	$2.29M	-600

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
SILASILA REALTY TRUST INC	46,917	$993K	shares
BNDVANGUARD BD INDEX FDS	10,969	$790K	shares
QRVOQORVO INC	1,750	$203K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-24-004664	base		2024-11-13	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC