Insight Wealth Partners, LLC Diversified Active

CIK: 0001627003 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 31, 2025

Total Value ($000): $257,673 (100.0% shares, 0.0% debt)

Holdings (108)

SPY SPDR S&P 500 ETF TR 30.0%
Value ($000) $77,364 Shares 743,300 Est. Cost $479.20 Unrealized —
SPXL DIREXION SHS ETF TR 7.8%
Value ($000) $20,062 Shares 115,614 Est. Cost $154.13 Unrealized —
JPST J P MORGAN EXCHANGE TRADED F 6.1%
Value ($000) $15,726 Shares 310,301 Est. Cost $50.48 Unrealized —
LQD ISHARES TR 4.5%
Value ($000) $11,722 Shares 106,939 Est. Cost $114.62 Unrealized —
FBND FIDELITY MERRIMACK STR TR 3.4%
Value ($000) $8,827 Shares 192,949 Est. Cost $48.24 Unrealized —
IAU ISHARES GOLD TR 2.2%
Value ($000) $5,580 Shares 89,476 Est. Cost $35.12 Unrealized —
TIP ISHARES TR 2.0%
Value ($000) $5,132 Shares 46,639 Est. Cost $120.58 Unrealized —
JBND J P MORGAN EXCHANGE TRADED F 2.0%
Value ($000) $5,061 Shares 94,436 Est. Cost $54.58 Unrealized —
UITB VICTORY PORTFOLIOS II 1.9%
Value ($000) $4,876 Shares 103,599 Est. Cost $47.87 Unrealized —
GTO INVESCO ACTIVELY MANAGED EXC 1.9%
Value ($000) $4,824 Shares 102,875 Est. Cost $51.67 Unrealized —
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $4,486 Shares 28,392 Est. Cost $96.34 Unrealized +30.6%
HYG ISHARES TR 1.6%
Value ($000) $4,231 Shares 52,466 Est. Cost $84.02 Unrealized —
IG PRINCIPAL EXCHANGE TRADED FD 1.5%
Value ($000) $3,831 Shares 184,094 Est. Cost $21.19 Unrealized —
FALN ISHARES TR 1.4%
Value ($000) $3,637 Shares 134,016 Est. Cost $27.06 Unrealized —
EMB ISHARES TR 1.3%
Value ($000) $3,434 Shares 37,079 Est. Cost $105.16 Unrealized —
SNPE DBX ETF TR 1.1%
Value ($000) $2,786 Shares 50,387 Est. Cost $42.48 Unrealized —
MUB ISHARES TR 1.1%
Value ($000) $2,767 Shares 26,487 Est. Cost $111.25 Unrealized —
CMBS ISHARES TR 1.0%
Value ($000) $2,610 Shares 53,573 Est. Cost $50.65 Unrealized —
BOND PIMCO ETF TR 0.9%
Value ($000) $2,409 Shares 26,128 Est. Cost $101.93 Unrealized —
AMZN AMAZON COM INC 0.9%
Value ($000) $2,316 Shares 10,555 Est. Cost $145.34 Unrealized +36.2%
BSMU INVESCO EXCH TRD SLF IDX FD 0.9%
Value ($000) $2,262 Shares 105,210 Est. Cost $21.67 Unrealized —
LQDB ISHARES TR 0.9%
Value ($000) $2,222 Shares 25,594 Est. Cost $88.42 Unrealized —
UMI USCF ETF TR 0.8%
Value ($000) $2,143 Shares 42,006 Est. Cost $51.33 Unrealized —
AVGO BROADCOM INC 0.8%
Value ($000) $2,071 Shares 7,512 Est. Cost $154.64 Unrealized +39.6%
VCSH VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $2,063 Shares 25,950 Est. Cost $79.55 Unrealized —
AAPL APPLE INC 0.8%
Value ($000) $2,056 Shares 10,021 Est. Cost $163.21 Unrealized +23.4%
SOXX ISHARES TR 0.7%
Value ($000) $1,902 Shares 7,966 Est. Cost $291.77 Unrealized —
PHYS SPROTT PHYSICAL GOLD TR 0.7%
Value ($000) $1,878 Shares 74,065 Est. Cost $14.16 Unrealized —
AVDV AMERICAN CENTY ETF TR 0.7%
Value ($000) $1,691 Shares 21,331 Est. Cost $61.71 Unrealized —
TACK CAPITOL SER TR 0.6%
Value ($000) $1,638 Shares 58,043 Est. Cost $24.57 Unrealized —
AVUV AMERICAN CENTY ETF TR 0.6%
Value ($000) $1,567 Shares 17,202 Est. Cost $83.79 Unrealized —
GLD SPDR GOLD TR 0.5%
Value ($000) $1,414 Shares 4,638 Est. Cost $232.82 Unrealized —
FANG DIAMONDBACK ENERGY INC 0.5%
Value ($000) $1,310 Shares 9,536 Est. Cost $55.57 Unrealized +145.0%
COWZ PACER FDS TR 0.5%
Value ($000) $1,272 Shares 23,087 Est. Cost $57.11 Unrealized —
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,226 Shares 2,464 Est. Cost $375.39 Unrealized +15.2%
SCHG SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,204 Shares 41,208 Est. Cost $47.72 Unrealized —
CSCO CISCO SYS INC 0.5%
Value ($000) $1,199 Shares 17,286 Est. Cost $39.18 Unrealized +54.1%
AIRR FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $1,171 Shares 14,381 Est. Cost $65.44 Unrealized —
OPER ETF SER SOLUTIONS 0.4%
Value ($000) $1,087 Shares 10,853 Est. Cost $100.26 Unrealized —
TXN TEXAS INSTRS INC 0.4%
Value ($000) $1,026 Shares 4,940 Est. Cost $132.37 Unrealized +31.7%
PULS PGIM ETF TR 0.4%
Value ($000) $1,020 Shares 20,494 Est. Cost $49.55 Unrealized —
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,009 Shares 9,359 Est. Cost $58.63 Unrealized +78.2%
— WESTERN ASSET PREMIER BD FD 0.4%
Value ($000) $993 Shares 91,513 Est. Cost $13.16 Unrealized —
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $951 Shares 35,884 Est. Cost $43.48 Unrealized —
BSCS INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $939 Shares 45,829 Est. Cost $19.90 Unrealized —
BSCQ INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $920 Shares 47,156 Est. Cost $19.06 Unrealized —
BSCR INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $918 Shares 46,712 Est. Cost $19.18 Unrealized —
DBEF DBX ETF TR 0.3%
Value ($000) $881 Shares 20,139 Est. Cost $42.22 Unrealized —
META META PLATFORMS INC 0.3%
Value ($000) $836 Shares 1,133 Est. Cost $482.55 Unrealized +27.8%
SHV ISHARES TR 0.3%
Value ($000) $834 Shares 7,552 Est. Cost $110.46 Unrealized —
RTX RTX CORPORATION 0.3%
Value ($000) $829 Shares 5,676 Est. Cost $57.23 Unrealized +130.2%
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $822 Shares 1,330 Est. Cost $479.20 Unrealized —
HD HOME DEPOT INC 0.3%
Value ($000) $746 Shares 2,035 Est. Cost $321.44 Unrealized +10.7%
PCAR PACCAR INC 0.3%
Value ($000) $739 Shares 7,776 Est. Cost $49.06 Unrealized +84.4%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $732 Shares 2,450 Est. Cost $249.92 Unrealized +21.2%
AVIV AMERICAN CENTY ETF TR 0.3%
Value ($000) $729 Shares 11,713 Est. Cost $50.98 Unrealized —
TSLA TESLA INC 0.3%
Value ($000) $711 Shares 2,239 Est. Cost $230.21 Unrealized +30.9%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $683 Shares 2,356 Est. Cost $173.25 Unrealized +45.8%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $650 Shares 4,825 Est. Cost $150.56 Unrealized —
NDAQ NASDAQ INC 0.2%
Value ($000) $626 Shares 6,999 Est. Cost $54.18 Unrealized +46.1%
TBG EA SERIES TRUST 0.2%
Value ($000) $624 Shares 19,398 Est. Cost $32.57 Unrealized —
IFRA ISHARES TR 0.2%
Value ($000) $616 Shares 12,527 Est. Cost $43.45 Unrealized —
BALT INNOVATOR ETFS TRUST 0.2%
Value ($000) $616 Shares 19,207 Est. Cost $31.63 Unrealized —
ABBV ABBVIE INC 0.2%
Value ($000) $596 Shares 3,211 Est. Cost $138.12 Unrealized +32.3%
IUSB ISHARES TR 0.2%
Value ($000) $583 Shares 12,603 Est. Cost $48.52 Unrealized —
BSJQ INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $574 Shares 24,586 Est. Cost $22.59 Unrealized —
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $552 Shares 4,301 Est. Cost $91.98 Unrealized +5.6%
BSCT INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $525 Shares 28,100 Est. Cost $18.54 Unrealized —
F FORD MTR CO 0.2%
Value ($000) $507 Shares 46,749 Est. Cost $13.83 Unrealized -28.6%
ECL ECOLAB INC 0.2%
Value ($000) $507 Shares 1,882 Est. Cost $175.85 Unrealized +43.5%
VBND ETF SER SOLUTIONS 0.2%
Value ($000) $491 Shares 11,256 Est. Cost $43.77 Unrealized —
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $440 Shares 3,229 Est. Cost $93.68 Unrealized +25.2%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $433 Shares 4,768 Est. Cost $71.18 Unrealized +26.5%
IVV ISHARES TR 0.2%
Value ($000) $431 Shares 694 Est. Cost $445.71 Unrealized —
AGG ISHARES TR 0.2%
Value ($000) $418 Shares 4,215 Est. Cost $99.61 Unrealized —
CVX CHEVRON CORP NEW 0.2%
Value ($000) $399 Shares 2,788 Est. Cost $132.01 Unrealized +3.8%
NOW SERVICENOW INC 0.1%
Value ($000) $369 Shares 359 Est. Cost $155.82 Unrealized +21.1%
AOK ISHARES TR 0.1%
Value ($000) $367 Shares 9,401 Est. Cost $35.18 Unrealized —
DGRO ISHARES TR 0.1%
Value ($000) $355 Shares 5,545 Est. Cost $48.51 Unrealized —
TXRH TEXAS ROADHOUSE INC 0.1%
Value ($000) $348 Shares 1,855 Est. Cost $142.16 Unrealized +24.9%
JAJL INNOVATOR ETFS TRUST 0.1%
Value ($000) $342 Shares 12,150 Est. Cost $27.17 Unrealized —
ZALT INNOVATOR ETFS TRUST 0.1%
Value ($000) $340 Shares 11,055 Est. Cost $29.77 Unrealized —
EVR EVERCORE INC 0.1%
Value ($000) $330 Shares 1,223 Est. Cost $192.55 Unrealized +13.4%
KBDC KAYNE ANDERSON BDC INC 0.1%
Value ($000) $329 Shares 21,559 Est. Cost $15.02 Unrealized -3.7%
BSJR INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $320 Shares 14,073 Est. Cost $22.42 Unrealized —
LLY ELI LILLY & CO 0.1%
Value ($000) $302 Shares 388 Est. Cost $759.81 Unrealized +1.8%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $300 Shares 4,073 Est. Cost $73.46 Unrealized —
PEP PEPSICO INC 0.1%
Value ($000) $297 Shares 2,253 Est. Cost $155.47 Unrealized -15.7%
ABT ABBOTT LABS 0.1%
Value ($000) $280 Shares 2,056 Est. Cost $100.33 Unrealized +30.2%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $279 Shares 282 Est. Cost $883.84 Unrealized +12.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $266 Shares 2,969 Est. Cost $70.33 Unrealized +25.2%
IGSB ISHARES TR 0.1%
Value ($000) $264 Shares 5,013 Est. Cost $51.70 Unrealized —
SHYG ISHARES TR 0.1%
Value ($000) $261 Shares 6,051 Est. Cost $42.55 Unrealized —
BSCU INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $260 Shares 15,523 Est. Cost $16.60 Unrealized —
SHY ISHARES TR 0.1%
Value ($000) $255 Shares 3,073 Est. Cost $82.73 Unrealized —
DE DEERE & CO 0.1%
Value ($000) $252 Shares 495 Est. Cost $369.25 Unrealized +31.3%
WPC WP CAREY INC 0.1%
Value ($000) $241 Shares 3,856 Est. Cost $80.07 Unrealized —
KO COCA COLA CO 0.1%
Value ($000) $239 Shares 3,380 Est. Cost $69.79 Unrealized 0.0%
TOPT ISHARES TR 0.1%
Value ($000) $235 Shares 8,615 Est. Cost $23.82 Unrealized —
PFF ISHARES TR 0.1%
Value ($000) $228 Shares 7,440 Est. Cost $30.53 Unrealized —
TPL TEXAS PACIFIC LAND CORPORATI 0.1%
Value ($000) $220 Shares 208 Est. Cost $406.03 Unrealized +0.2%
AOR ISHARES TR 0.1%
Value ($000) $216 Shares 3,502 Est. Cost $59.24 Unrealized —
ORCL ORACLE CORP 0.1%
Value ($000) $216 Shares 986 Est. Cost $160.80 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $212 Shares 437 Est. Cost $507.86 Unrealized 0.0%
GOOGL ALPHABET INC 0.1%
Value ($000) $212 Shares 1,201 Est. Cost $163.29 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $204 Shares 6,564 Est. Cost $31.01 Unrealized —
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $203 Shares 690 Est. Cost $253.82 Unrealized 0.0%
UIS UNISYS CORP 0.1%
Value ($000) $167 Shares 36,859 Est. Cost $6.97 Unrealized -35.5%