Insight Wealth Partners, LLC's portfolio and holdings - Jun 2025

As per corporate shareholdings filed for May-2025, people matching Insight Wealth Partners, LLC publicly holds 39 stocks with a net worth of over US$ 31.9 M.

These are shares held by Insight Wealth Partners, LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Apple Inc Insight Wealth Partners, Llc 211.18 10,060 0.00% 0.00 2.1 M
Abbvie Inc Insight Wealth Partners, Llc 189.26 3,515 0.00% 0.00 665.2 K
Abbott Laboratories Insight Wealth Partners, Llc 123.67 2,044 0.00% 0.00 252.8 K
Accenture plc - Ordinary Shares - Class A Insight Wealth Partners, Llc 282.44 2,434 0.00% 0.00 687.5 K
Amazon.com Inc. Insight Wealth Partners, Llc 226.13 10,288 0.00% 0.00 2.3 M
Broadcom Inc Insight Wealth Partners, Llc 283.34 7,180 0.00% 0.00 2.0 M
BP plc - ADR Insight Wealth Partners, Llc 31.99 6,643 0.00% 0.00 212.5 K
Colgate-Palmolive Co. Insight Wealth Partners, Llc 86.84 4,884 0.00% 0.00 424.1 K
Conoco Phillips Insight Wealth Partners, Llc 91.64 2,951 0.00% 0.00 270.4 K
Costco Wholesale Corp Insight Wealth Partners, Llc 950.95 234 0.00% 0.00 222.5 K
Cisco Systems, Inc. Insight Wealth Partners, Llc 68.05 17,161 0.00% 0.00 1.2 M
Chevron Corp. Insight Wealth Partners, Llc 150.04 3,233 0.00% 0.00 485.1 K
Deere & Co. Insight Wealth Partners, Llc 499.82 495 0.00% 0.00 247.4 K
Ecolab, Inc. Insight Wealth Partners, Llc 268.75 1,982 0.00% 0.00 532.7 K
Evercore Inc - Ordinary Shares - Class A Insight Wealth Partners, Llc 298.52 1,223 0.00% 0.00 365.1 K
Ford Motor Co. Insight Wealth Partners, Llc 11.16 46,113 0.00% 0.00 514.6 K
Diamondback Energy Inc Insight Wealth Partners, Llc 141.37 9,536 0.00% 0.00 1.3 M
Home Depot, Inc. Insight Wealth Partners, Llc 359.40 2,136 0.00% 0.00 767.7 K
JPMorgan Chase & Co. Insight Wealth Partners, Llc 291.27 2,008 0.00% 0.00 584.9 K
Kayne Anderson BDC Inc Insight Wealth Partners, Llc 15.96 21,559 0.03% 0.00 344.1 K
Lilly(Eli) & Co Insight Wealth Partners, Llc 771.71 391 0.00% 0.00 301.7 K
Meta Platforms Inc - Ordinary Shares - Class A Insight Wealth Partners, Llc 704.28 1,079 0.00% 0.00 759.9 K
Microsoft Corporation Insight Wealth Partners, Llc 510.05 2,250 0.00% 0.00 1.1 M
Nasdaq Inc - Ordinary Shares - 144A Insight Wealth Partners, Llc 89.37 6,999 0.00% 0.00 625.5 K
ServiceNow Inc Insight Wealth Partners, Llc 963.40 297 0.00% 0.00 286.1 K
NVIDIA Corp Insight Wealth Partners, Llc 172.41 28,175 0.00% 0.00 4.9 M
Paccar Inc. Insight Wealth Partners, Llc 93.68 7,700 0.00% 0.00 721.3 K
PepsiCo Inc Insight Wealth Partners, Llc 143.24 2,253 0.00% 0.00 322.7 K
Palantir Technologies Inc - Ordinary Shares - Class A Insight Wealth Partners, Llc 153.52 2,586 0.00% 0.00 397.0 K
Raytheon Technologies Corporation Insight Wealth Partners, Llc 151.50 6,159 0.00% 0.00 933.1 K
Texas Pacific Land Corporation Insight Wealth Partners, Llc 997.11 197 0.00% 0.00 196.4 K
Tesla Inc Insight Wealth Partners, Llc 329.65 2,061 0.00% 0.00 679.4 K
Texas Instruments Inc. Insight Wealth Partners, Llc 216.62 9,411 0.00% 0.00 2.0 M
Texas Roadhouse Inc Insight Wealth Partners, Llc 184.08 1,779 0.00% 0.00 327.5 K
Unisys Corp. Insight Wealth Partners, Llc 4.26 36,859 0.05% 0.00 157.0 K
Vertiv Holdings Co - Ordinary Shares - Class A Insight Wealth Partners, Llc 129.06 3,121 0.00% 0.00 402.8 K
Western Asset Premier Bond Fund Insight Wealth Partners, Llc 10.79 90,763 0.76% 0.00 979.3 K
W. P. Carey Inc Insight Wealth Partners, Llc 61.69 3,856 0.00% 0.00 237.9 K
Exxon Mobil Corp. Insight Wealth Partners, Llc 107.77 9,204 0.00% 0.00 991.9 K
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