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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
STXSeagate Technology Hldngs Pl
Recent Activity
New Position
0.48%
$3.543M
41,054 shares@ $86.32 avg price
BAHBooz Allen Hamilton Hldg Cor
Recent Activity
New Position
0.47%
$3.462M
26,903 shares@ $128.7 avg price
CLSETrust For Professional Manag
Recent Activity
New Position
0.09%
$615,981
26,887 shares@ $22.91 avg price
PAAAPgim Etf Tr
Recent Activity
New Position
0.06%
$439,654
8,587 shares@ $51.2 avg price
FTHIFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.05%
$305,713
13,138 shares@ $23.27 avg price
CLOZSeries Portfolios Tr
Recent Activity
New Position
0.04%
$251,679
9,339 shares@ $26.95 avg price
HYMUBlackrock Etf Trust Ii
Recent Activity
New Position
0.04%
$250,353
11,048 shares@ $22.67 avg price
VMOInvesco Mun Opportunity Tr
Recent Activity
New Position
0.04%
$246,725
25,383 shares@ $9.73 avg price
XNEAXNuveen Amt Free Qlty Mun Inc
Recent Activity
New Position
0.02%
$144,095
12,774 shares@ $11.29 avg price
RELLRichardson Electrs Ltd
Recent Activity
New Position
0.02%
$140,300
10,000 shares@ $14.03 avg price