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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
PLTRPalantir Technologies Inc
Recent Activity
Decreased -12.52%
0.76%
$5.623M
74,353 shares@ $75.63 avg price
AXPAmerican Express Co
Recent Activity
Decreased -4.46%
0.75%
$5.567M
18,759 shares@ $296.79 avg price
XSVMInvesco Exchange Traded Fd T
Recent Activity
Increased 2.1%
0.75%
$5.561M
102,080 shares@ $54.49 avg price
HYDBIshares Tr
Recent Activity
Increased 4.52%
0.74%
$5.453M
115,992 shares@ $47.01 avg price
FYLDCambria Etf Tr
Recent Activity
Increased 3.56%
0.72%
$5.338M
211,730 shares@ $25.21 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.37%
0.71%
$5.294M
12,559 shares@ $421.51 avg price
MCKMckesson Corp
Recent Activity
Increased 10.96%
0.65%
$4.799M
8,420 shares@ $569.93 avg price
MCOMoodys Corp
Recent Activity
Decreased -2.57%
0.63%
$4.689M
9,905 shares@ $473.35 avg price
ADPAutomatic Data Processing In
Recent Activity
New Position
0.63%
$4.683M
15,997 shares@ $292.74 avg price
MSIMotorola Solutions Inc
Recent Activity
Decreased -12.15%
0.63%
$4.652M
10,064 shares@ $462.21 avg price