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Camille Mobley

@Insight Wealth Strategies, Llc

Latest period2024 - Q4ReportedManaged Assets$745.689MTotal holdings152
Assets growth rate-1.78%Assets growth rate (2-Q avg)3.13%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Insight Wealth Strategies, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 152 positions.

Assets under management

The assets under management (AUM) of Insight Wealth Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 745.689M in assets, with a quarterly growth rate of -1.78% and a 2-quarter average growth rate of 3.13%. The portfolio is managed by Camille Mobley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QUALIshares Tr
Recent Activity
Decreased -1.34%
3.54%
$26.395M
148,219 shares@ $178.09 avg price
PFFIshares Tr
Recent Activity
Decreased -0.93%
2.87%
$21.345M
678,900 shares@ $31.45 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -1.48%
1.37%
$10.158M
210,170 shares@ $48.34 avg price
AAPLApple Inc
Recent Activity
Decreased -34.44%
1.28%
$9.514M
37,991 shares@ $250.42 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -14.31%
0.8%
$5.895M
25,427 shares@ $231.84 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -12.52%
0.76%
$5.623M
74,353 shares@ $75.63 avg price
AXPAmerican Express Co
Recent Activity
Decreased -4.46%
0.75%
$5.567M
18,759 shares@ $296.79 avg price
MCOMoodys Corp
Recent Activity
Decreased -2.57%
0.63%
$4.689M
9,905 shares@ $473.35 avg price
MSIMotorola Solutions Inc
Recent Activity
Decreased -12.15%
0.63%
$4.652M
10,064 shares@ $462.21 avg price
SYYSysco Corp
Recent Activity
Decreased -27.08%
0.62%
$4.595M
60,103 shares@ $76.47 avg price