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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
USMVIshares Tr
Recent Activity
Increased 1.23%
4.09%
$30.498M
343,489 shares@ $88.8 avg price
CVXChevron Corp New
Recent Activity
Increased 0.55%
3.91%
$29.115M
201,015 shares@ $144.84 avg price
LQDIshares Tr
Recent Activity
Increased 0.02%
3.78%
$28.14M
263,381 shares@ $106.85 avg price
MBBIshares Tr
Recent Activity
Increased 8.69%
3.61%
$26.874M
293,125 shares@ $91.69 avg price
QUALIshares Tr
Recent Activity
Decreased -1.34%
3.54%
$26.395M
148,219 shares@ $178.09 avg price
GSIEGoldman Sachs Etf Tr
Recent Activity
Increased 2.3%
3.42%
$25.451M
763,371 shares@ $33.34 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Increased 1.9%
3.36%
$25.055M
313,227 shares@ $79.99 avg price
IEFIshares Tr
Recent Activity
Increased 2.57%
3.2%
$23.852M
257,997 shares@ $92.45 avg price
VCLTVanguard Scottsdale Fds
Recent Activity
Increased 2.95%
3.19%
$23.768M
317,834 shares@ $74.78 avg price
TLTIshares Tr
Recent Activity
Increased 4.44%
3.09%
$22.976M
263,090 shares@ $87.34 avg price