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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 $576,856,565
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf TrustCALL
 SPY 911,800 $433,387,658 75.12%
2.
J P Morgan Exchange Traded F
 337,538 $16,954,534 2.93%
3.
Invesco Exch Trd Slf Idx Fd
 579,760 $13,409,849 2.32%
4.
Texas Pacific Land Corp
 TPL 73,755 $12,886,228 2.23%
5.
Ishares Trust
 IEF 85,501 $9,461,486 1.64%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)