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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46434V621

DGRO|46434V621

Shares:5.5K

Value:$342.6K

% of Portfolio:0.1% ($342.6K/$600.0M)

45783Y244

Shares:12.5K

Value:$340.2K

% of Portfolio:0.1% ($340.2K/$600.0M)

PEPSICO INC

PEP|713448108

Shares:2.3K

Value:$337.8K

% of Portfolio:0.1% ($337.8K/$600.0M)

45783Y442

Shares:11.1K

Value:$329.1K

% of Portfolio:0.1% ($329.1K/$600.0M)

ELI LILLY & Co

LLY|532457108

Shares:391

Value:$323.0K

% of Portfolio:0.1% ($323.0K/$600.0M)

CONOCOPHILLIPS

COP|20825C104

Shares:3.0K

Value:$309.9K

% of Portfolio:0.1% ($309.9K/$600.0M)

Texas Roadhouse, Inc.

TXRH|882681109

Shares:1.8K

Value:$296.4K

% of Portfolio:0.0% ($296.4K/$600.0M)

46138J585

Shares:13.2K

Value:$295.0K

% of Portfolio:0.0% ($295.0K/$600.0M)

464287226

Shares:2.9K

Value:$283.7K

% of Portfolio:0.0% ($283.7K/$600.0M)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.0K

Value:$271.1K

% of Portfolio:0.0% ($271.1K/$600.0M)

464288646

Shares:5.0K

Value:$261.4K

% of Portfolio:0.0% ($261.4K/$600.0M)

Texas Pacific Land Corp

TPL|88262P102

Shares:197

Value:$261.0K

% of Portfolio:0.0% ($261.0K/$600.0M)

464287457

Shares:3.0K

Value:$252.0K

% of Portfolio:0.0% ($252.0K/$600.0M)

46434V407

Shares:5.8K

Value:$246.4K

% of Portfolio:0.0% ($246.4K/$600.0M)

Evercore Inc.

EVR|29977A105

Shares:1.2K

Value:$244.3K

% of Portfolio:0.0% ($244.3K/$600.0M)

W. P. Carey Inc.

WPC|92936U109

Shares:3.9K

Value:$243.4K

% of Portfolio:0.0% ($243.4K/$600.0M)

46138J460

Shares:14.3K

Value:$237.4K

% of Portfolio:0.0% ($237.4K/$600.0M)

ServiceNow, Inc.

NOW|81762P102

Shares:297

Value:$236.5K

% of Portfolio:0.0% ($236.5K/$600.0M)

DEERE & CO

DE|244199105

Shares:495

Value:$232.3K

% of Portfolio:0.0% ($232.3K/$600.0M)

464288687

Shares:7.4K

Value:$228.6K

% of Portfolio:0.0% ($228.6K/$600.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DGROcusip46434V621)	5.5K	QoQ 0.00% (+0) YoY -17.96% (-1.2K)	All Managers (Combined)	$342.6K	0.1% ($342.6K/$600.0M)	QoQ +0.71% (+$2.4K) YoY -12.70% (-$49.9K)
(cusip45783Y244)✕	12.5K	QoQ NEW(+12.5K) YoY NEW(+12.5K)	All Managers (Combined)	$340.2K	0.1% ($340.2K/$600.0M)	QoQ NEW(+$340.2K) YoY NEW(+$340.2K)
PEPSICO INC(PEPcusip713448108)	2.3K	QoQ 0.00% (-0) YoY +3.49% (-76)	All Managers (Combined)	$337.8K	0.1% ($337.8K/$600.0M)	QoQ -1.39% (-$4.8K) YoY -11.33% (-$43.2K)
(cusip45783Y442)✕	11.1K	QoQ NEW(+11.1K) YoY NEW(+11.1K)	All Managers (Combined)	$329.1K	0.1% ($329.1K/$600.0M)	QoQ NEW(+$329.1K) YoY NEW(+$329.1K)
ELI LILLY & Co(LLYcusip532457108)	391	QoQ -4.63% (-19) YoY +37.19% (+106)	All Managers (Combined)	$323.0K	0.1% ($323.0K/$600.0M)	QoQ +2.16% (-$6.9K) YoY +45.69% (+$101.3K)
CONOCOPHILLIPS(COPcusip20825C104)	3.0K	QoQ -2.89% (-88) YoY +2.85% (-82)	All Managers (Combined)	$309.9K	0.1% ($309.9K/$600.0M)	QoQ +2.83% (-$8.5K) YoY -15.13% (-$55.3K)
Texas Roadhouse, Inc.(TXRHcusip882681109)	1.8K	QoQ -2.36% (-43) YoY +36.21% (+473)	All Managers (Combined)	$296.4K	0.0% ($296.4K/$600.0M)	QoQ -9.82% (-$32.3K) YoY +46.94% (+$94.7K)
(cusip46138J585)✕	13.2K	QoQ NEW(+13.2K) YoY NEW(+13.2K)	All Managers (Combined)	$295.0K	0.0% ($295.0K/$600.0M)	QoQ NEW(+$295.0K) YoY NEW(+$295.0K)
(cusip464287226)✕	2.9K	QoQ -39.82% (-1.9K) YoY NEW(+2.9K)	All Managers (Combined)	$283.7K	0.0% ($283.7K/$600.0M)	QoQ -38.56% (-$178.1K) YoY NEW(+$283.7K)
ABBOTT LABORATORIES(ABTcusip002824100)	2.0K	QoQ +1.33% (+27) YoY -26.47% (-736)	All Managers (Combined)	$271.1K	0.0% ($271.1K/$600.0M)	QoQ +18.84% (+$43.0K) YoY -14.18% (-$44.8K)
(cusip464288646)✕	5.0K	QoQ -0.89% (-45) YoY NEW(+5.0K)	All Managers (Combined)	$261.4K	0.0% ($261.4K/$600.0M)	QoQ +0.39% (-$1.0K) YoY NEW(+$261.4K)
Texas Pacific Land Corp(TPLcusip88262P102)	197	QoQ 0.00% (+0) YoY -99.19% (-24.4K)	All Managers (Combined)	$261.0K	0.0% ($261.0K/$600.0M)	QoQ +19.80% (+$43.1K) YoY -98.16% (-$14.0M)
(cusip464287457)✕	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$252.0K	0.0% ($252.0K/$600.0M)	QoQ NEW(+$252.0K) YoY NEW(+$252.0K)
(cusip46434V407)✕	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$246.4K	0.0% ($246.4K/$600.0M)	QoQ NEW(+$246.4K) YoY NEW(+$246.4K)
Evercore Inc.(EVRcusip29977A105)	1.2K	QoQ 0.00% (-0) YoY NEW(+1.2K)	All Managers (Combined)	$244.3K	0.0% ($244.3K/$600.0M)	QoQ -27.94% (-$94.7K) YoY NEW(+$244.3K)
W. P. Carey Inc.(WPCcusip92936U109)	3.9K	QoQ 0.00% (+0) YoY -52.84% (-4.3K)	All Managers (Combined)	$243.4K	0.0% ($243.4K/$600.0M)	QoQ +15.84% (+$33.3K) YoY -47.27% (-$218.2K)
(cusip46138J460)✕	14.3K	QoQ NEW(+14.3K) YoY NEW(+14.3K)	All Managers (Combined)	$237.4K	0.0% ($237.4K/$600.0M)	QoQ NEW(+$237.4K) YoY NEW(+$237.4K)
ServiceNow, Inc.(NOWcusip81762P102)	297	QoQ +1.02% (-3) YoY NEW(+297)	All Managers (Combined)	$236.5K	0.0% ($236.5K/$600.0M)	QoQ -24.13% (-$75.2K) YoY NEW(+$236.5K)
DEERE & CO(DEcusip244199105)	495	QoQ 0.00% (+0) YoY NEW(+495)	All Managers (Combined)	$232.3K	0.0% ($232.3K/$600.0M)	QoQ +10.77% (+$22.6K) YoY NEW(+$232.3K)
(cusip464288687)✕	7.4K	QoQ 0.00% (-0) YoY -28.36% (-2.9K)	All Managers (Combined)	$228.6K	0.0% ($228.6K/$600.0M)	QoQ -2.25% (-$5.3K) YoY -31.69% (-$106.1K)