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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 $600,666,079
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf TrustCALL
 SPY 764,800 $427,821,472 71.22%
2.
Invesco Exch Trd Slf Idx Fd
 571,705 $13,257,839 2.21%
3.
Ishares Trust
 IEF 121,581 $13,214,677 2.2%
4.
Ishares Trust
 IAU 159,906 $9,428,058 1.57%
5.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 187,361 $8,553,021 1.42%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)