StockDriftsStockDriftsTop 50 Insight Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 9.12% | 272.8K | $22.6M | -1.14%(-3.14K) | $83.51(-1.26%) | 2026-03-31 | |
| SPXL | DIREXION SHARES ETF TRUST | 7.22% | 96.6K | $17.9M | -2.59%(-2.57K) | $142.30(+94.59%) | 2026-03-31 | |
| LQD | ISHARES TR | 6.15% | 139.7K | $15.2M | +3.45%(+4.66K) | $113.82(-4.63%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.65% | 276.2K | $14.0M | +2.97%(+7.98K) | $50.48(+0.07%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.66% | 252.9K | $11.5M | +6.36%(+15.13K) | $47.81(-4.82%) | 2026-03-31 | |
| IEF | ISHARES TR | 2.8% | 72.5K | $6.9M | +106.35%(+37.37K) | $96.05(-1.86%) | 2026-03-31 | |
| TIP | ISHARES TR | 2.7% | 60.6K | $6.7M | +5.95%(+3.41K) | $118.66(-6.45%) | 2026-03-31 | |
| GTO | INVESCO ACTIVELY MANAGED EXC | 2.68% | 141.7K | $6.6M | +7.30%(+9.64K) | $50.44(-7.04%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 2.66% | 122.6K | $6.6M | +0.42%(+518) | $53.56(-0.47%) | 2026-03-31 | |
| UITB | VICTORY PORTFOLIOS II | 2.59% | 136.4K | $6.4M | +0.49%(+669) | $47.06(-0.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.80% | +18.43% |
| Top 20 Holdings Unweighted | +7.82% | +25.33% |
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