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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
PFFIshares Tr
Recent Activity
Decreased -0.93%
2.87%
$21.345M
678,900 shares@ $31.45 avg price
LVHILegg Mason Etf Invt
Recent Activity
Increased 3.66%
2.49%
$18.536M
607,326 shares@ $30.53 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 3.86%
2.04%
$15.204M
299,831 shares@ $50.72 avg price
BKLNInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
1.97%
$14.661M
695,844 shares@ $21.08 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 2.43%
1.66%
$12.314M
96,513 shares@ $127.59 avg price
IJRIshares Tr
Recent Activity
Increased 0.07%
1.65%
$12.259M
106,397 shares@ $115.23 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 1.91%
1.59%
$11.803M
122,269 shares@ $96.53 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
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -1.48%
1.37%
$10.158M
210,170 shares@ $48.34 avg price