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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 $257,673,364
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf TrustCALL
 SPY 743,300 $77,364,232 30.02%
2.
Direxion Shares E T F Trust
 BGU 115,614 $20,062,441 7.79%
3.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 310,301 $15,726,074 6.1%
4.
Ishares Trust
 IEF 106,939 $11,721,583 4.55%
5.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 192,949 $8,827,402 3.43%
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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