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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
SHYIshares Tr
Recent Activity
Exited
0%
$12.615M
151,717 shares@ $83.16 avg price
XLISelect Sector Spdr Tr
Recent Activity
Exited
0%
$11.733M
86,630 shares@ $135.44 avg price
FLTRVaneck Etf Trust
Recent Activity
Exited
0%
$10.8M
424,029 shares@ $25.48 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Exited
0%
$8.855M
57,495 shares@ $154.03 avg price
EWJIshares Inc
Recent Activity
Exited
0%
$6.726M
94,013 shares@ $71.55 avg price
PDDPdd Holdings Inc
Recent Activity
Exited
0%
$5.659M
41,974 shares@ $134.82 avg price
MELIMercadolibre Inc
Recent Activity
Exited
0%
$4.34M
2,115 shares@ $2051.96 avg price
MOHMolina Healthcare Inc
Recent Activity
Exited
0%
$3.988M
11,573 shares@ $344.57 avg price
HCAHca Healthcare Inc
Recent Activity
Exited
0%
$2.798M
6,885 shares@ $406.44 avg price
TGTTarget Corp
Recent Activity
Exited
0%
$2.713M
17,404 shares@ $155.87 avg price