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Home > Institutional Investor > Insight Wealth Partners, Llc > Profile

Instuitional Investor - Insight Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Insight Wealth Partners, Llc
Portfolio Value $328,330,029
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf TrustCALL
 SPY 716,800 $102,052,681 31.08%
2.
Vanguard Scottsdale Funds
 279,065 $23,472,165 7.15%
3.
Direxion Shares E T F Trust
 BGU 101,417 $21,490,258 6.55%
4.
Ishares Trust
 IEF 121,766 $13,573,289 4.13%
5.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 260,982 $13,239,595 4.03%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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