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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
IDXXIdexx Labs Inc
Recent Activity
Increased 230.48%
0.56%
$4.174M
10,096 shares@ $413.44 avg price
HSYHershey Co
Recent Activity
Increased 18.56%
0.56%
$4.157M
24,545 shares@ $169.36 avg price
LWLamb Weston Hldgs Inc
Recent Activity
Increased 36.05%
0.56%
$4.14M
61,950 shares@ $66.83 avg price
PCARPaccar Inc
Recent Activity
Increased 21.61%
0.55%
$4.061M
39,041 shares@ $104.02 avg price
FTNTFortinet Inc
Recent Activity
Increased 79.33%
0.55%
$4.038M
42,741 shares@ $94.49 avg price
ACGLArch Cap Group Ltd
Recent Activity
Increased 68.24%
0.54%
$3.968M
42,965 shares@ $92.35 avg price
CTASCintas Corp
Recent Activity
Increased 0.08%
0.53%
$3.928M
21,502 shares@ $182.71 avg price
FLSFlowserve Corp
Recent Activity
Increased 1.58%
0.53%
$3.897M
67,744 shares@ $57.52 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 45.12%
0.52%
$3.844M
6,559 shares@ $586.08 avg price
AMGNAmgen Inc
Recent Activity
Increased 14.64%
0.52%
$3.804M
14,596 shares@ $260.64 avg price