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:

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Vertiv Holdings Co

VRT|92537N108

Shares:3.1K

Value:$225.3K

% of Portfolio:0.0% ($225.3K/$600.0M)

BP PLC

BP|055622104

Shares:6.6K

Value:$224.5K

% of Portfolio:0.0% ($224.5K/$600.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:234

Value:$221.3K

% of Portfolio:0.0% ($221.3K/$600.0M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:2.6K

Value:$218.3K

% of Portfolio:0.0% ($218.3K/$600.0M)

46438G570

Shares:8.6K

Value:$205.2K

% of Portfolio:0.0% ($205.2K/$600.0M)

464289867

Shares:3.5K

Value:$201.6K

% of Portfolio:0.0% ($201.6K/$600.0M)

UNISYS CORP

UIS|909214306

Shares:36.9K

Value:$169.2K

% of Portfolio:0.0% ($169.2K/$600.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Vertiv Holdings Co(VRTcusip92537N108)	3.1K	QoQ +0.84% (-26) YoY NEW(+3.1K)	All Managers (Combined)	$225.3K	0.0% ($225.3K/$600.0M)	QoQ -35.91% (-$126.3K) YoY NEW(+$225.3K)
BP PLC(BPcusip055622104)	6.6K	QoQ NEW(+6.6K) YoY +7.87% (-485)	All Managers (Combined)	$224.5K	0.0% ($224.5K/$600.0M)	QoQ NEW(+$224.5K) YoY -3.26% (-$7.6K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	234	QoQ -16.42% (-46) YoY NEW(+234)	All Managers (Combined)	$221.3K	0.0% ($221.3K/$600.0M)	QoQ -13.73% (-$35.2K) YoY NEW(+$221.3K)
Palantir Technologies Inc.(PLTRcusip69608A108)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$218.3K	0.0% ($218.3K/$600.0M)	QoQ NEW(+$218.3K) YoY NEW(+$218.3K)
(cusip46438G570)✕	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$205.2K	0.0% ($205.2K/$600.0M)	QoQ NEW(+$205.2K) YoY NEW(+$205.2K)
(cusip464289867)✕	3.5K	QoQ 0.00% (+0) YoY NEW(+3.5K)	All Managers (Combined)	$201.6K	0.0% ($201.6K/$600.0M)	QoQ +0.43% (+$875) YoY NEW(+$201.6K)
UNISYS CORP(UIScusip909214306)	36.9K	QoQ 0.00% (-0) YoY NEW(+36.9K)	All Managers (Combined)	$169.2K	0.0% ($169.2K/$600.0M)	QoQ -27.48% (-$64.1K) YoY NEW(+$169.2K)