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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
BKLNInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
1.97%
$14.661M
695,844 shares@ $21.08 avg price
XLYSelect Sector Spdr Tr
Recent Activity
New Position
1.48%
$10.979M
48,938 shares@ $224.35 avg price
ICVTIshares Tr
Recent Activity
New Position
1.46%
$10.815M
127,277 shares@ $84.98 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
New Position
1.14%
$8.446M
34,734 shares@ $243.18 avg price
GLTRAbrdn Precious Metals Basket
Recent Activity
New Position
0.85%
$6.333M
57,678 shares@ $109.8 avg price
ADPAutomatic Data Processing In
Recent Activity
New Position
0.63%
$4.683M
15,997 shares@ $292.74 avg price
LNGCheniere Energy Inc
Recent Activity
New Position
0.6%
$4.455M
20,732 shares@ $214.87 avg price
JEFJefferies Finl Group Inc
Recent Activity
New Position
0.59%
$4.386M
55,943 shares@ $78.4 avg price
FTITechnipfmc Plc
Recent Activity
New Position
0.55%
$4.088M
141,264 shares@ $28.94 avg price
SQBlock Inc
Recent Activity
New Position
0.53%
$3.917M
46,089 shares@ $84.99 avg price