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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
UNPUnion Pac Corp
| 0.31% | $2.253M 9,882 shares@ $228.04 avg price | Increased 7.75% |
HONHoneywell Intl Inc
| 0.28% | $2.074M 9,180 shares@ $225.9 avg price | Increased 3.42% |
AMTAmerican Tower Corp New
| 0.28% | $2.027M 11,051 shares@ $183.42 avg price | Increased 1.95% |
SMSm Energy Co
| 0.27% | $1.98M 51,084 shares@ $38.76 avg price | Increased 5.81% |
LINLinde Plc
| 0.23% | $1.702M 4,065 shares@ $418.72 avg price | Increased 3.26% |
XOMExxon Mobil Corp
| 0.23% | $1.69M 15,712 shares@ $107.58 avg price | Increased 4.41% |
NTSXWisdomtree Tr
| 0.21% | $1.528M 32,734 shares@ $46.69 avg price | Increased 13.7% |
NOGNorthern Oil & Gas Inc
| 0.15% | $1.061M 28,550 shares@ $37.16 avg price | Increased 2.71% |
IVVIshares Tr
| 0.14% | $1.006M 1,709 shares@ $588.79 avg price | Increased 1.97% |
CWBSpdr Ser Tr
| 0.13% | $895,948 11,503 shares@ $77.89 avg price | Increased 0.52% |