Camille Mobley

@Insight Wealth Strategies, Llc

Latest period2024 - Q4

Reported13d ago

Managed Assets$745.689M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ACNAccenture Plc Ireland Recent Activity Increased 2.52%	0.5%	$3.728M 10,598 shares@ $351.8 avg price	Increased 2.52%
CSGPCostar Group Inc Recent Activity Increased 3.26%	0.5%	$3.709M 51,815 shares@ $71.6 avg price	Increased 3.26%
KLACKla Corp Recent Activity Increased 5.46%	0.49%	$3.62M 5,745 shares@ $630.12 avg price	Increased 5.46%
CDWCdw Corp Recent Activity Increased 13.01%	0.47%	$3.441M 19,772 shares@ $174.05 avg price	Increased 13.01%
MLIMueller Inds Inc Recent Activity Increased 1.88%	0.4%	$2.951M 37,184 shares@ $79.37 avg price	Increased 1.88%
WMWaste Mgmt Inc Del Recent Activity Increased 3.22%	0.32%	$2.343M 11,611 shares@ $201.8 avg price	Increased 3.22%
CAHCardinal Health Inc Recent Activity Increased 1.61%	0.32%	$2.341M 19,796 shares@ $118.27 avg price	Increased 1.61%
CATCaterpillar Inc Recent Activity Increased 2.61%	0.32%	$2.326M 6,412 shares@ $362.75 avg price	Increased 2.61%
BLBDBlue Bird Corp Recent Activity Increased 31.35%	0.31%	$2.303M 59,610 shares@ $38.63 avg price	Increased 31.35%
TXNTexas Instrs Inc Recent Activity Increased 7.55%	0.31%	$2.272M 12,116 shares@ $187.51 avg price	Increased 7.55%