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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
HDHome Depot Inc
Recent Activity
Decreased -0.89%
0.6%
$4.469M
11,490 shares@ $388.98 avg price
SHWSherwin Williams Co
Recent Activity
Decreased -0.2%
0.57%
$4.238M
12,468 shares@ $339.94 avg price
FLOTIshares Tr
Recent Activity
Decreased -0.89%
0.55%
$4.097M
80,528 shares@ $50.89 avg price
HYDVaneck Etf Trust
Recent Activity
Decreased -18.81%
0.52%
$3.814M
73,469 shares@ $51.91 avg price
MUBIshares Tr
Recent Activity
Decreased -9.33%
0.51%
$3.733M
35,031 shares@ $106.55 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -6.29%
0.49%
$3.594M
71,703 shares@ $50.13 avg price
EMBIshares Tr
Recent Activity
Decreased -7.06%
0.43%
$3.143M
35,298 shares@ $89.04 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -3.08%
0.43%
$3.134M
6,195 shares@ $505.84 avg price
JNKSpdr Ser Tr
Recent Activity
Decreased -6.76%
0.42%
$3.107M
32,548 shares@ $95.48 avg price
PAYOPayoneer Global Inc
Recent Activity
Decreased -11.02%
0.4%
$2.958M
294,652 shares@ $10.04 avg price