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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46429B366

Shares:52.1K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$600.0M)

233051143

Shares:48.3K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$600.0M)

72201R775

Shares:25.8K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$600.0M)

Apple Inc.

AAPL|037833100

Shares:10.1K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$600.0M)

46436E494

Shares:25.6K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$600.0M)

85207H104

Shares:84.0K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$600.0M)

92206C409

Shares:25.6K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$600.0M)

AMAZON COM INC

AMZN|023135106

Shares:10.3K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$600.0M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:9.4K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$600.0M)

14064D550

Shares:56.9K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$600.0M)

Diamondback Energy, Inc.

FANG|25278X109

Shares:9.5K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$600.0M)

025072802

Shares:20.9K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$600.0M)

025072877

Shares:16.6K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$600.0M)

464287523

Shares:7.7K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$600.0M)

69374H881

Shares:22.2K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$600.0M)

Broadcom Inc.

AVGO|11135F101

Shares:7.2K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$600.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:4.0K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$600.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:9.2K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$600.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:17.2K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$600.0M)

26922A453

Shares:10.5K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$600.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46429B366)✕	52.1K	QoQ +0.60% (+313) YoY +16.08% (+7.2K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$600.0M)	QoQ +2.30% (+$56.4K) YoY +18.30% (+$386.7K)
(cusip233051143)✕	48.3K	QoQ +3.89% (-1.8K) YoY +21.19% (+8.5K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$600.0M)	QoQ -1.64% (-$40.7K) YoY +27.78% (+$530.0K)
(cusip72201R775)✕	25.8K	QoQ +0.94% (+242) YoY +13.12% (+3.0K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$600.0M)	QoQ +3.23% (+$74.8K) YoY +13.87% (+$290.6K)
Apple Inc.(AAPLcusip037833100)	10.1K	QoQ +3.38% (-329) YoY +7.18% (+674)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$600.0M)	QoQ -8.29% (-$202.2K) YoY +38.84% (+$625.2K)
(cusip46436E494)✕	25.6K	QoQ -0.08% (-23) YoY NEW(+25.6K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$600.0M)	QoQ +1.19% (-$26.0K) YoY NEW(+$2.2M)
(cusip85207H104)✕	84.0K	QoQ -18.27% (-18.8K) YoY -47.35% (-75.6K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$600.0M)	QoQ -2.36% (-$49.0K) YoY -26.78% (-$739.8K)
(cusip92206C409)✕	25.6K	QoQ +59.03% (+9.5K) YoY +62.58% (+9.8K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$600.0M)	QoQ +60.92% (+$763.9K) YoY +66.01% (+$802.3K)
AMAZON COM INC(AMZNcusip023135106)	10.3K	QoQ +1.54% (-157) YoY +19.61% (+1.7K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$600.0M)	QoQ -11.93% (-$265.2K) YoY +26.16% (+$405.9K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	9.4K	QoQ +6.21% (+551) YoY -2.12% (-204)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$600.0M)	QoQ +1.79% (+$29.8K) YoY +0.96% (-$16.1K)
(cusip14064D550)✕	56.9K	QoQ +9.70% (+5.0K) YoY +18.54% (+8.9K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$600.0M)	QoQ +9.05% (+$128.5K) YoY +21.91% (+$277.9K)
Diamondback Energy, Inc.(FANGcusip25278X109)	9.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$600.0M)	QoQ -2.41% (-$37.7K) YoY -19.32% (-$365.1K)
(cusip025072802)✕	20.9K	QoQ -1.16% (-247) YoY +6.86% (+1.3K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$600.0M)	QoQ +5.90% (-$81.2K) YoY +13.16% (+$169.3K)
(cusip025072877)✕	16.6K	QoQ -0.42% (-71) YoY +6.56% (-1.0K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$600.0M)	QoQ -10.07% (-$162.4K) YoY -0.87% (-$12.7K)
(cusip464287523)✕	7.7K	QoQ +3.90% (-288) YoY +29.18% (+1.7K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$600.0M)	QoQ -9.27% (-$147.5K) YoY +7.59% (+$101.8K)
(cusip69374H881)✕	22.2K	QoQ -0.60% (-135) YoY +126.63% (+12.4K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$600.0M)	QoQ -3.63% (-$45.8K) YoY +113.56% (+$646.7K)
Broadcom Inc.(AVGOcusip11135F101)	7.2K	QoQ -1.45% (-106) YoY +1018.38% (+6.5K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$600.0M)	QoQ -28.83% (-$487.2K) YoY +41.26% (+$351.2K)
SPDR GOLD TRUST(GLDcusip78463V107)	4.0K	QoQ +18.04% (+616) YoY +112.38% (+2.1K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$600.0M)	QoQ +40.48% (+$334.5K) YoY +197.47% (+$770.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	9.2K	QoQ +0.46% (+43) YoY +23.67% (+1.8K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$600.0M)	QoQ +11.07% (+$109.1K) YoY +26.52% (+$229.5K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	17.2K	QoQ -0.96% (-168) YoY +2.86% (+478)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$600.0M)	QoQ +3.22% (-$33.1K) YoY +27.18% (+$226.4K)
(cusip26922A453)✕	10.5K	QoQ +52.72% (+3.6K) YoY +15.05% (+1.4K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$600.0M)	QoQ +52.94% (+$362.6K) YoY +15.13% (+$137.7K)