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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Meta Platforms, Inc.

META|30303M102

Shares:1.1K

Value:$621.9K

% of Portfolio:0.1% ($621.9K/$600.0M)

025072364

Shares:10.8K

Value:$612.3K

% of Portfolio:0.1% ($612.3K/$600.0M)

46434V613

Shares:12.6K

Value:$579.4K

% of Portfolio:0.1% ($579.4K/$600.0M)

CHEVRON CORP

CVX|166764100

Shares:3.2K

Value:$540.8K

% of Portfolio:0.1% ($540.8K/$600.0M)

Tesla, Inc.

TSLA|88160R101

Shares:2.1K

Value:$534.1K

% of Portfolio:0.1% ($534.1K/$600.0M)

NASDAQ, INC.

NDAQ|631103108

Shares:7.0K

Value:$530.9K

% of Portfolio:0.1% ($530.9K/$600.0M)

ECOLAB INC.

ECL|278865100

Shares:2.0K

Value:$502.5K

% of Portfolio:0.1% ($502.5K/$600.0M)

46435U713

Shares:11.1K

Value:$501.2K

% of Portfolio:0.1% ($501.2K/$600.0M)

26922A602

Shares:11.3K

Value:$494.2K

% of Portfolio:0.1% ($494.2K/$600.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.0K

Value:$492.5K

% of Portfolio:0.1% ($492.5K/$600.0M)

46138J577

Shares:25.9K

Value:$480.5K

% of Portfolio:0.1% ($480.5K/$600.0M)

45783Y475

Shares:15.4K

Value:$472.9K

% of Portfolio:0.1% ($472.9K/$600.0M)

FORD MOTOR CO

F|345370860

Shares:46.1K

Value:$462.5K

% of Portfolio:0.1% ($462.5K/$600.0M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:4.9K

Value:$457.6K

% of Portfolio:0.1% ($457.6K/$600.0M)

02072L375

Shares:13.4K

Value:$437.8K

% of Portfolio:0.1% ($437.8K/$600.0M)

921937835

BND|921937835

Shares:5.8K

Value:$425.1K

% of Portfolio:0.1% ($425.1K/$600.0M)

464287200

IVV|464287200

Shares:694

Value:$390.0K

% of Portfolio:0.1% ($390.0K/$600.0M)

45783Y855

Shares:12.4K

Value:$388.2K

% of Portfolio:0.1% ($388.2K/$600.0M)

464289883

Shares:9.4K

Value:$353.8K

% of Portfolio:0.1% ($353.8K/$600.0M)

Kayne Anderson BDC, Inc.

KBDC|48662X105

Shares:21.6K

Value:$349.7K

% of Portfolio:0.1% ($349.7K/$600.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	1.1K	QoQ -5.43% (-62) YoY +46.40% (+342)	All Managers (Combined)	$621.9K	0.1% ($621.9K/$600.0M)	QoQ -6.93% (-$46.4K) YoY +73.77% (+$264.0K)
(cusip025072364)✕	10.8K	QoQ -2.38% (-264) YoY 0.00% (-1)	All Managers (Combined)	$612.3K	0.1% ($612.3K/$600.0M)	QoQ +6.60% (-$37.9K) YoY +4.79% (-$28.0K)
(cusip46434V613)✕	12.6K	QoQ +1.09% (+136) YoY +30.30% (+2.9K)	All Managers (Combined)	$579.4K	0.1% ($579.4K/$600.0M)	QoQ +3.06% (+$17.2K) YoY +31.70% (+$139.5K)
CHEVRON CORP(CVXcusip166764100)	3.2K	QoQ +35.49% (+847) YoY +82.03% (+1.5K)	All Managers (Combined)	$540.8K	0.1% ($540.8K/$600.0M)	QoQ +56.51% (+$195.3K) YoY +93.04% (+$260.7K)
Tesla, Inc.(TSLAcusip88160R101)	2.1K	QoQ +41.16% (-601) YoY NEW(+2.1K)	All Managers (Combined)	$534.1K	0.1% ($534.1K/$600.0M)	QoQ -9.40% (-$55.5K) YoY NEW(+$534.1K)
NASDAQ, INC.(NDAQcusip631103108)	7.0K	QoQ 0.00% (-0) YoY +11.48% (+721)	All Managers (Combined)	$530.9K	0.1% ($530.9K/$600.0M)	QoQ -1.87% (-$10.1K) YoY +34.02% (+$134.8K)
ECOLAB INC.(ECLcusip278865100)	2.0K	QoQ -4.80% (-100) YoY -4.80% (-100)	All Managers (Combined)	$502.5K	0.1% ($502.5K/$600.0M)	QoQ +2.99% (-$14.6K) YoY +4.52% (-$21.7K)
(cusip46435U713)✕	11.1K	QoQ +6.79% (+708) YoY +59.28% (+4.1K)	All Managers (Combined)	$501.2K	0.1% ($501.2K/$600.0M)	QoQ +3.98% (+$19.2K) YoY +65.55% (+$198.5K)
(cusip26922A602)✕	11.3K	QoQ -4.07% (-480) YoY +102.25% (+5.7K)	All Managers (Combined)	$494.2K	0.1% ($494.2K/$600.0M)	QoQ -2.34% (-$11.9K) YoY +101.98% (+$249.5K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.0K	QoQ -4.60% (-97) YoY +4.96% (+95)	All Managers (Combined)	$492.5K	0.1% ($492.5K/$600.0M)	QoQ -2.38% (-$12.1K) YoY +28.50% (+$109.2K)
(cusip46138J577)✕	25.9K	QoQ NEW(+25.9K) YoY NEW(+25.9K)	All Managers (Combined)	$480.5K	0.1% ($480.5K/$600.0M)	QoQ NEW(+$480.5K) YoY NEW(+$480.5K)
(cusip45783Y475)✕	15.4K	QoQ NEW(+15.4K) YoY NEW(+15.4K)	All Managers (Combined)	$472.9K	0.1% ($472.9K/$600.0M)	QoQ NEW(+$472.9K) YoY NEW(+$472.9K)
FORD MOTOR CO(Fcusip345370860)	46.1K	QoQ +2.99% (+1.3K) YoY +6.49% (-2.8K)	All Managers (Combined)	$462.5K	0.1% ($462.5K/$600.0M)	QoQ +4.34% (+$19.3K) YoY -19.56% (-$112.5K)
COLGATE PALMOLIVE CO(CLcusip194162103)	4.9K	QoQ -0.52% (-26) YoY +0.10% (+5)	All Managers (Combined)	$457.6K	0.1% ($457.6K/$600.0M)	QoQ +2.52% (-$11.3K) YoY +4.15% (+$18.3K)
(cusip02072L375)✕	13.4K	QoQ NEW(+13.4K) YoY NEW(+13.4K)	All Managers (Combined)	$437.8K	0.1% ($437.8K/$600.0M)	QoQ NEW(+$437.8K) YoY NEW(+$437.8K)
(BNDcusip921937835)	5.8K	QoQ NEW(+5.8K) YoY -39.38% (-3.8K)	All Managers (Combined)	$425.1K	0.1% ($425.1K/$600.0M)	QoQ NEW(+$425.1K) YoY -38.69% (-$268.3K)
(IVVcusip464287200)	694	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$390.0K	0.1% ($390.0K/$600.0M)	QoQ -4.54% (-$18.6K) YoY +6.87% (+$25.1K)
(cusip45783Y855)✕	12.4K	QoQ NEW(+12.4K) YoY NEW(+12.4K)	All Managers (Combined)	$388.2K	0.1% ($388.2K/$600.0M)	QoQ NEW(+$388.2K) YoY NEW(+$388.2K)
(cusip464289883)✕	9.4K	QoQ 0.00% (+0) YoY +45.30% (+2.9K)	All Managers (Combined)	$353.8K	0.1% ($353.8K/$600.0M)	QoQ +0.88% (+$3.1K) YoY +48.47% (+$115.5K)
Kayne Anderson BDC, Inc.(KBDCcusip48662X105)	21.6K	QoQ NEW(+21.6K) YoY NEW(+21.6K)	All Managers (Combined)	$349.7K	0.1% ($349.7K/$600.0M)	QoQ NEW(+$349.7K) YoY NEW(+$349.7K)