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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
VIGVanguard Specialized Funds
Recent Activity
Increased 5.87%
0.11%
$756,428
3,863 shares@ $195.82 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 12.15%
0.1%
$732,144
16,317 shares@ $44.88 avg price
METAMeta Platforms Inc
Recent Activity
Increased 1.62%
0.09%
$624,978
1,067 shares@ $585.74 avg price
VVisa Inc
Recent Activity
Increased 2.88%
0.08%
$587,676
1,860 shares@ $315.96 avg price
NFLXNetflix Inc
Recent Activity
Increased 1.87%
0.08%
$584,706
656 shares@ $891.33 avg price
PEPPepsico Inc
Recent Activity
Increased 0.41%
0.08%
$568,248
3,737 shares@ $152.06 avg price
EFAIshares Tr
Recent Activity
Increased 10.85%
0.07%
$516,300
6,828 shares@ $75.62 avg price
HYMBSpdr Ser Tr
Recent Activity
Increased 0.8%
0.07%
$459,331
17,957 shares@ $25.58 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 108.9%
0.06%
$446,732
986 shares@ $453.08 avg price
DVYIshares Tr
Recent Activity
Increased 0.73%
0.06%
$439,774
3,350 shares@ $131.28 avg price