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