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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
AAPLApple Inc
Recent Activity
Decreased -34.44%
1.28%
$9.514M
37,991 shares@ $250.42 avg price
TIPIshares Tr
Recent Activity
Increased 2.54%
1.22%
$9.087M
85,283 shares@ $106.56 avg price
XOPSpdr Ser Tr
Recent Activity
Increased 2.54%
1.14%
$8.459M
63,904 shares@ $132.37 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
New Position
1.14%
$8.446M
34,734 shares@ $243.18 avg price
LRCXLam Research Corp
Recent Activity
Increased 1153.97%
1.01%
$7.49M
103,703 shares@ $72.23 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 2.38%
0.87%
$6.478M
82,409 shares@ $78.62 avg price
GLTRAbrdn Precious Metals Basket
Recent Activity
New Position
0.85%
$6.333M
57,678 shares@ $109.8 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.97%
0.82%
$6.101M
27,811 shares@ $219.39 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 36.53%
0.81%
$5.993M
31,658 shares@ $189.31 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -14.31%
0.8%
$5.895M
25,427 shares@ $231.84 avg price