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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808524300

SCHG|808524300

Shares:41.8K

Value:$1.0M

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

WESTERN ASSET PREMIER BOND FUND

WEA|957664105

Shares:90.8K

Value:$1.0M

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

69344A107

Shares:19.7K

Value:$977.9K

% of Portfolio:0.2% ($977.9K/$600.0M)

33738R704

Shares:13.3K

Value:$909.0K

% of Portfolio:0.2% ($909.0K/$600.0M)

46138J643

Shares:43.9K

Value:$892.4K

% of Portfolio:0.1% ($892.4K/$600.0M)

46138J791

Shares:45.2K

Value:$879.5K

% of Portfolio:0.1% ($879.5K/$600.0M)

46138J783

Shares:44.7K

Value:$875.9K

% of Portfolio:0.1% ($875.9K/$600.0M)

808524797

SCHD|808524797

Shares:30.5K

Value:$852.2K

% of Portfolio:0.1% ($852.2K/$600.0M)

MICROSOFT CORP

MSFT|594918104

Shares:2.3K

Value:$844.6K

% of Portfolio:0.1% ($844.6K/$600.0M)

RTX Corp

RTX|75513E101

Shares:6.2K

Value:$815.8K

% of Portfolio:0.1% ($815.8K/$600.0M)

464288679

Shares:7.4K

Value:$812.3K

% of Portfolio:0.1% ($812.3K/$600.0M)

46138J817

Shares:34.9K

Value:$804.4K

% of Portfolio:0.1% ($804.4K/$600.0M)

HOME DEPOT, INC.

HD|437076102

Shares:2.1K

Value:$782.9K

% of Portfolio:0.1% ($782.9K/$600.0M)

233051200

DBEF|233051200

Shares:17.8K

Value:$769.1K

% of Portfolio:0.1% ($769.1K/$600.0M)

Accenture plc

ACN|G1151C101

Shares:2.4K

Value:$759.5K

% of Portfolio:0.1% ($759.5K/$600.0M)

PACCAR INC

PCAR|693718108

Shares:7.7K

Value:$749.8K

% of Portfolio:0.1% ($749.8K/$600.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.5K

Value:$736.5K

% of Portfolio:0.1% ($736.5K/$600.0M)

46138J825

Shares:34.6K

Value:$715.8K

% of Portfolio:0.1% ($715.8K/$600.0M)

81369Y209

Shares:4.9K

Value:$709.9K

% of Portfolio:0.1% ($709.9K/$600.0M)

90290T882

Shares:13.5K

Value:$700.6K

% of Portfolio:0.1% ($700.6K/$600.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHGcusip808524300)	41.8K	QoQ -5.92% (-2.6K) YoY +707.16% (+36.6K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$600.0M)	QoQ -15.47% (-$191.7K) YoY +117.98% (+$566.5K)
WESTERN ASSET PREMIER BOND FUND(WEAcusip957664105)	90.8K	QoQ +2.25% (+2.0K) YoY +7.03% (+6.0K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$600.0M)	QoQ +6.42% (+$61.5K) YoY +12.77% (+$115.2K)
(cusip69344A107)✕	19.7K	QoQ +69.29% (+8.0K) YoY +29.24% (+4.5K)	All Managers (Combined)	$977.9K	0.2% ($977.9K/$600.0M)	QoQ +69.91% (+$402.4K) YoY +29.32% (+$221.8K)
(cusip33738R704)✕	13.3K	QoQ +4.53% (-578) YoY +51.87% (+4.6K)	All Managers (Combined)	$909.0K	0.2% ($909.0K/$600.0M)	QoQ -7.44% (-$73.2K) YoY +53.85% (+$318.2K)
(cusip46138J643)✕	43.9K	QoQ +14.95% (+5.7K) YoY +32.58% (+10.8K)	All Managers (Combined)	$892.4K	0.1% ($892.4K/$600.0M)	QoQ +16.21% (+$124.5K) YoY +34.43% (+$228.6K)
(cusip46138J791)✕	45.2K	QoQ +8.59% (+3.6K) YoY +25.76% (+9.2K)	All Managers (Combined)	$879.5K	0.1% ($879.5K/$600.0M)	QoQ +8.87% (+$71.7K) YoY +27.52% (+$189.9K)
(cusip46138J783)✕	44.7K	QoQ +15.40% (+6.0K) YoY +34.51% (+11.5K)	All Managers (Combined)	$875.9K	0.1% ($875.9K/$600.0M)	QoQ +16.05% (+$121.2K) YoY +36.60% (+$234.7K)
(SCHDcusip808524797)	30.5K	QoQ -6.19% (-2.0K) YoY +221.70% (+21.0K)	All Managers (Combined)	$852.2K	0.1% ($852.2K/$600.0M)	QoQ -4.00% (-$35.5K) YoY +11.55% (+$88.3K)
MICROSOFT CORP(MSFTcusip594918104)	2.3K	QoQ -20.63% (-585) YoY +9.17% (-189)	All Managers (Combined)	$844.6K	0.1% ($844.6K/$600.0M)	QoQ -29.30% (-$350.2K) YoY -2.61% (-$22.7K)
RTX Corp(RTXcusip75513E101)	6.2K	QoQ -7.64% (-510) YoY -6.78% (-448)	All Managers (Combined)	$815.8K	0.1% ($815.8K/$600.0M)	QoQ +5.71% (-$44.1K) YoY +26.60% (-$171.4K)
(cusip464288679)✕	7.4K	QoQ NEW(+7.4K) YoY NEW(+7.4K)	All Managers (Combined)	$812.3K	0.1% ($812.3K/$600.0M)	QoQ NEW(+$812.3K) YoY NEW(+$812.3K)
(cusip46138J817)✕	34.9K	QoQ 0.00% (-0) YoY +5.35% (+1.8K)	All Managers (Combined)	$804.4K	0.1% ($804.4K/$600.0M)	QoQ -0.08% (-$698) YoY +5.81% (+$44.2K)
HOME DEPOT, INC.(HDcusip437076102)	2.1K	QoQ +15.02% (+279) YoY +53.00% (+740)	All Managers (Combined)	$782.9K	0.1% ($782.9K/$600.0M)	QoQ +8.40% (+$60.7K) YoY +46.16% (+$247.2K)
(DBEFcusip233051200)	17.8K	QoQ -1.75% (-318) YoY NEW(+17.8K)	All Managers (Combined)	$769.1K	0.1% ($769.1K/$600.0M)	QoQ +2.74% (-$20.6K) YoY NEW(+$769.1K)
Accenture plc(ACNcusipG1151C101)	2.4K	QoQ -0.20% (-5) YoY -21.68% (-674)	All Managers (Combined)	$759.5K	0.1% ($759.5K/$600.0M)	QoQ -11.48% (-$98.5K) YoY -29.49% (-$317.8K)
PACCAR INC(PCARcusip693718108)	7.7K	QoQ 0.00% (-0) YoY +1.50% (-114)	All Managers (Combined)	$749.8K	0.1% ($749.8K/$600.0M)	QoQ -6.39% (-$51.2K) YoY -20.21% (-$190.0K)
AbbVie Inc.(ABBVcusip00287Y109)	3.5K	QoQ -8.91% (-344) YoY -8.70% (-335)	All Managers (Combined)	$736.5K	0.1% ($736.5K/$600.0M)	QoQ +7.39% (-$50.7K) YoY +5.04% (-$35.4K)
(cusip46138J825)✕	34.6K	QoQ -0.84% (-294) YoY +1.11% (+382)	All Managers (Combined)	$715.8K	0.1% ($715.8K/$600.0M)	QoQ -0.69% (-$5.0K) YoY +2.35% (+$16.5K)
(cusip81369Y209)✕	4.9K	QoQ -5.15% (-264) YoY +139.50% (+2.8K)	All Managers (Combined)	$709.9K	0.1% ($709.9K/$600.0M)	QoQ +0.66% (-$4.7K) YoY +136.71% (+$410.0K)
(cusip90290T882)✕	13.5K	QoQ NEW(+13.5K) YoY NEW(+13.5K)	All Managers (Combined)	$700.6K	0.1% ($700.6K/$600.0M)	QoQ NEW(+$700.6K) YoY NEW(+$700.6K)