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
OIAInvesco Muni Income Opp Trst Recent Activity Increased 0.59%	0.04%	$227,846 38,618 shares@ $5.9 avg price	Increased 0.59%
SMHVaneck Etf Trust Recent Activity Increased 0.44%	0.04%	$225,674 932 shares@ $242.14 avg price	Increased 0.44%
DSIIshares Tr Recent Activity Increased 0.4%	0.03%	$222,507 2,018 shares@ $110.27 avg price	Increased 0.4%
SCHGSchwab Strategic Tr Recent Activity Increased 300%	0.03%	$219,842 7,888 shares@ $27.88 avg price	Increased 300%
IWDIshares Tr Recent Activity Increased 0.09%	0.03%	$207,185 1,119 shares@ $185.16 avg price	Increased 0.09%