Insight-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ACN",
  "ABT",
  "ABBV",
  null,
  "AVGO",
  null,
  "DBEF",
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "UIS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "NDAQ",
  "EVR",
  null,
  null,
  "PCAR",
  null,
  null,
  "EEM",
  null,
  "PEP",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "PLTR",
  null,
  null,
  null,
  "NOW",
  "RTX",
  "GLD",
  "BP",
  "TXN",
  "TXRH",
  null,
  null,
  null,
  null,
  "WEA",
  null,
  "VRT",
  null,
  "F",
  "KBDC",
  null,
  "AMZN",
  null,
  null,
  "TPL",
  null,
  null,
  "BND",
  null,
  "WPC",
  null,
  null,
  "SCHD",
  "SCHG",
  null,
  null,
  null,
  "DGRO",
  "CVX",
  "CSCO",
  "CL",
  "COP",
  "COST",
  "DE",
  "FANG",
  null,
  "EFA",
  "XOM",
  "LLY",
  "TSLA",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 107
Total Value: 600033409
Accession Number: 0001172661-25-002108
Form Type: 13F-HR
CIK: insight-wealth-partners
Manager Name: Insight-Wealth-Partners

Data Enrichment

47% identified

50 identified57 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

107 positions • $600.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:764.8K

Value:$427.8M

% of Portfolio:71.3% ($427.8M/$600.0M)

46138J635

Shares:571.7K

Value:$13.3M

% of Portfolio:2.2% ($13.3M/$600.0M)

464287242

Shares:121.6K

Value:$13.2M

% of Portfolio:2.2% ($13.2M/$600.0M)

464285204

Shares:159.9K

Value:$9.4M

% of Portfolio:1.6% ($9.4M/$600.0M)

316188309

Shares:187.4K

Value:$8.6M

% of Portfolio:1.4% ($8.6M/$600.0M)

46641Q837

Shares:168.2K

Value:$8.5M

% of Portfolio:1.4% ($8.5M/$600.0M)

464287176

Shares:46.2K

Value:$5.1M

% of Portfolio:0.9% ($5.1M/$600.0M)

46090A804

Shares:101.3K

Value:$4.8M

% of Portfolio:0.8% ($4.8M/$600.0M)

46654Q716

Shares:87.9K

Value:$4.7M

% of Portfolio:0.8% ($4.7M/$600.0M)

92647N527

Shares:96.1K

Value:$4.5M

% of Portfolio:0.8% ($4.5M/$600.0M)

464288513

Shares:50.2K

Value:$4.0M

% of Portfolio:0.7% ($4.0M/$600.0M)

464287234

EEM|464287234

Shares:84.4K

Value:$3.7M

% of Portfolio:0.6% ($3.7M/$600.0M)

25459W862

Shares:25.9K

Value:$3.6M

% of Portfolio:0.6% ($3.6M/$600.0M)

74255Y821

Shares:173.1K

Value:$3.6M

% of Portfolio:0.6% ($3.6M/$600.0M)

46435G474

Shares:128.5K

Value:$3.4M

% of Portfolio:0.6% ($3.4M/$600.0M)

464288281

Shares:36.8K

Value:$3.3M

% of Portfolio:0.6% ($3.3M/$600.0M)

NVIDIA CORP

NVDA|67066G104

Shares:28.2K

Value:$3.1M

% of Portfolio:0.5% ($3.1M/$600.0M)

464287465

EFA|464287465

Shares:35.1K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$600.0M)

46138J445

Shares:132.4K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$600.0M)

464288414

MUB|464288414

Shares:26.2K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$600.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	764.8K	QoQ -19.37% (-183.8K) YoY -3.77% (-30.0K)	All Managers (Combined)	$427.8M	71.3% ($427.8M/$600.0M)	QoQ -23.04% (-$128.1M) YoY +2.90% (-$12.1M)
(cusip46138J635)✕	571.7K	QoQ +1.09% (+6.2K) YoY -1.01% (-5.9K)	All Managers (Combined)	$13.3M	2.2% ($13.3M/$600.0M)	QoQ +0.72% (+$95.6K) YoY -0.97% (-$130.7K)
(cusip464287242)✕	121.6K	QoQ +7.69% (+8.7K) YoY +31.06% (+28.8K)	All Managers (Combined)	$13.2M	2.2% ($13.2M/$600.0M)	QoQ +9.55% (+$1.2M) YoY +30.78% (+$3.1M)
(cusip464285204)✕	159.9K	QoQ -5.82% (-9.9K) YoY +2.17% (+3.4K)	All Managers (Combined)	$9.4M	1.6% ($9.4M/$600.0M)	QoQ +12.14% (-$1.0M) YoY +43.39% (+$2.9M)
(cusip316188309)✕	187.4K	QoQ +1.60% (+3.0K) YoY +23.91% (+36.2K)	All Managers (Combined)	$8.6M	1.4% ($8.6M/$600.0M)	QoQ +3.37% (+$279.2K) YoY +24.84% (+$1.7M)
(cusip46641Q837)✕	168.2K	QoQ +3.88% (+6.3K) YoY -58.41% (-236.3K)	All Managers (Combined)	$8.5M	1.4% ($8.5M/$600.0M)	QoQ +4.42% (+$360.6K) YoY -58.27% (-$11.9M)
(cusip464287176)✕	46.2K	QoQ +0.16% (+78) YoY +7.58% (+3.3K)	All Managers (Combined)	$5.1M	0.9% ($5.1M/$600.0M)	QoQ +4.43% (+$218.1K) YoY +11.26% (+$519.8K)
(cusip46090A804)✕	101.3K	QoQ +1.57% (+1.6K) YoY +19.88% (+16.8K)	All Managers (Combined)	$4.8M	0.8% ($4.8M/$600.0M)	QoQ +2.74% (+$126.8K) YoY +20.18% (+$798.5K)
(cusip46654Q716)✕	87.9K	QoQ -0.71% (-632) YoY NEW(+87.9K)	All Managers (Combined)	$4.7M	0.8% ($4.7M/$600.0M)	QoQ +1.70% (-$78.7K) YoY NEW(+$4.7M)
(cusip92647N527)✕	96.1K	QoQ -0.67% (-649) YoY NEW(+96.1K)	All Managers (Combined)	$4.5M	0.8% ($4.5M/$600.0M)	QoQ +1.44% (-$64.3K) YoY NEW(+$4.5M)
(cusip464288513)✕	50.2K	QoQ +4.53% (+2.2K) YoY +29.74% (+11.5K)	All Managers (Combined)	$4.0M	0.7% ($4.0M/$600.0M)	QoQ +4.85% (+$183.3K) YoY +31.68% (+$953.1K)
(EEMcusip464287234)	84.4K	QoQ -54.57% (-101.4K) YoY -41.51% (-59.9K)	All Managers (Combined)	$3.7M	0.6% ($3.7M/$600.0M)	QoQ -52.53% (-$4.1M) YoY -37.78% (-$2.2M)
(cusip25459W862)✕	25.9K	QoQ -1.35% (-357) YoY -20.23% (-6.6K)	All Managers (Combined)	$3.6M	0.6% ($3.6M/$600.0M)	QoQ -17.91% (-$793.2K) YoY -16.44% (-$715.8K)
(cusip74255Y821)✕	173.1K	QoQ +9.34% (+14.8K) YoY +110.62% (+90.9K)	All Managers (Combined)	$3.6M	0.6% ($3.6M/$600.0M)	QoQ +11.11% (+$357.9K) YoY +110.72% (+$1.9M)
(cusip46435G474)✕	128.5K	QoQ +4.25% (+5.2K) YoY +26.60% (+27.0K)	All Managers (Combined)	$3.4M	0.6% ($3.4M/$600.0M)	QoQ +4.57% (+$150.5K) YoY +26.27% (+$716.1K)
(cusip464288281)✕	36.8K	QoQ +1.12% (+410) YoY +8.07% (+2.7K)	All Managers (Combined)	$3.3M	0.6% ($3.3M/$600.0M)	QoQ +2.88% (+$93.5K) YoY +9.18% (+$280.3K)
NVIDIA CORP(NVDAcusip67066G104)	28.2K	QoQ -6.88% (-2.1K) YoY +823.46% (+25.1K)	All Managers (Combined)	$3.1M	0.5% ($3.1M/$600.0M)	QoQ -24.85% (-$1.0M) YoY +10.76% (+$296.8K)
(EFAcusip464287465)	35.1K	QoQ -52.24% (-38.4K) YoY +2.33% (+800)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$600.0M)	QoQ -48.37% (-$2.7M) YoY +4.72% (+$129.5K)
(cusip46138J445)✕	132.4K	QoQ -1.01% (-1.4K) YoY -3.96% (-5.5K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$600.0M)	QoQ -1.64% (-$47.9K) YoY -6.31% (-$192.6K)
(MUBcusip464288414)	26.2K	QoQ -0.76% (-202) YoY +0.11% (-29)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$600.0M)	QoQ -1.80% (-$50.6K) YoY -1.89% (-$53.4K)