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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
ATIAti Inc
Recent Activity
Exited
0%
$2.675M
39,977 shares@ $66.91 avg price
AJGGallagher Arthur J & Co
Recent Activity
Exited
0%
$2.578M
9,164 shares@ $281.37 avg price
NTAPNetapp Inc
Recent Activity
Exited
0%
$2.428M
19,660 shares@ $123.51 avg price
JBLJabil Inc
Recent Activity
Exited
0%
$2.193M
18,301 shares@ $119.84 avg price
SWSmurfit Westrock Plc
Recent Activity
Exited
0%
$2.051M
41,494 shares@ $49.42 avg price
FERGFerguson Enterprises Inc
Recent Activity
Exited
0%
$2.043M
10,291 shares@ $198.58 avg price
INGRIngredion Inc
Recent Activity
Exited
0%
$1.965M
14,298 shares@ $137.44 avg price
CHRDChord Energy Corporation
Recent Activity
Exited
0%
$1.608M
12,347 shares@ $130.23 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$1.603M
3,083 shares@ $519.98 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
Exited
0%
$691,180
1 shares@ $691180.0 avg price