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
TRGPTarga Res Corp Recent Activity Increased 0.41%	0.06%	$437,611 2,452 shares@ $178.48 avg price	Increased 0.41%
BACBank America Corp Recent Activity Increased 4.61%	0.05%	$358,221 8,151 shares@ $43.95 avg price	Increased 4.61%
HNDLStrategy Shs Recent Activity Increased 1.7%	0.05%	$353,854 16,589 shares@ $21.34 avg price	Increased 1.7%
IWMIshares Tr Recent Activity Increased 0.27%	0.05%	$336,981 1,525 shares@ $220.98 avg price	Increased 0.27%
LCTUBlackrock Etf Trust Recent Activity Increased 0.33%	0.05%	$333,535 5,207 shares@ $64.06 avg price	Increased 0.33%
SPYGSpdr Ser Tr Recent Activity Increased 0.17%	0.05%	$314,799 3,581 shares@ $87.91 avg price	Increased 0.17%
LDOSLeidos Holdings Inc Recent Activity Increased 18.59%	0.05%	$298,835 2,074 shares@ $144.09 avg price	Increased 18.59%
FMHIFirst Tr Exch Traded Fd Iii Recent Activity Increased 0.35%	0.04%	$249,818 5,173 shares@ $48.3 avg price	Increased 0.35%
VTIVanguard Index Fds Recent Activity Increased 3.61%	0.04%	$232,888 804 shares@ $289.67 avg price	Increased 3.61%
LOWLowes Cos Inc Recent Activity Increased 1.75%	0.04%	$229,853 931 shares@ $246.89 avg price	Increased 1.75%