Insight Wealth Partners, LLC
Q1 2025 13F Holdings
- Locationplano, TX
- Num holdings
108
- Value ($000)
$600,666
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001627003
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $427.82M | 71 % | 764,800 | call | |
BSJQ INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 46138J635 | $13.26M | 2 % | 571,705 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $13.21M | 2 % | 121,581 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $9.43M | 2 % | 159,906 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $8.55M | 1 % | 187,361 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $8.52M | 1 % | 168,211 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $5.13M | 1 % | 46,209 | ||
GTO INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | 46090A804 | $4.75M | 1 % | 101,293 | ||
JBND J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | $4.71M | 1 % | 87,936 | ||
UITB VICTORY PORTFOLIOS II | CORE INTERMEDIAT | 92647N527 | $4.51M | 1 % | 96,070 |
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