Insight Wealth Strategies, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$759M
Signature - Title
Camille Mobley - Director of Operations
Location
San Ramon, CA
Summary
This page shows a list of all the recent 13F filings made by Insight Wealth Strategies, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Insight Wealth Strategies, LLC reported 159 stock holdings with total value $759M as of Q3 2024. Top holdings included USMV, LQD, CVX, VIGI, and GSIE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 159 $759M +$129M -$98.9M +$29.7M USMV, LQD, CVX, VIGI, GSIE 13F-HR 10/7/2024, 11:15 AM
Q2 2024 157 $703M +$75.4M -$50M +$25.5M CVX, PFF, LQD, MTUM, USMV 13F-HR 7/8/2024, 11:20 AM
Q1 2024 159 $681M +$142M -$115M +$26.6M PFF, CVX, LQD, MTUM, USMV 13F-HR 4/5/2024, 11:08 AM
Q4 2023 153 $619M +$79M -$13.2M +$65.8M PFF, CVX, VIGI, GSIE, LQD 13F-HR 1/12/2024, 10:45 AM
Q3 2023 143 $518M +$75.1M -$63.5M +$11.6M CVX, PFF, USMV, GSIE, VIGI 13F-HR 10/13/2023, 10:57 AM
Q2 2023 136 $523M +$37.7M -$39.5M -$1.78M CVX, PFF, USMV, GSIE, VIGI 13F-HR 7/14/2023, 11:12 AM
Q1 2023 136 $510M +$14.9M -$39.5M -$24.6M CVX, CWB, PFF, FLOT, USMV 13F-HR 4/6/2023, 04:31 PM
Q4 2022 136 $517M +$30M -$60.6M -$30.6M CVX, PFF, HYG, USMV, MTUM 13F-HR 1/6/2023, 11:15 AM
Q3 2022 142 $530M $0 $0 PFF, CVX, USMV, CWB, HYG 13F-HR 10/3/2022, 04:42 PM
Q2 2022 142 $538M +$29.1M -$77.9M -$48.9M PFF, CVX, USMV, CWB, HYG 13F-HR 7/1/2022, 01:28 PM
Q1 2022 154 $678M +$70.6M -$64.1M +$6.45M CVX, USMV, TIP, MTUM, GSIE 13F-HR 4/12/2022, 12:33 PM
Q4 2021 152 $702M +$50.7M -$93.7M -$43M TIP, CVX, USMV, MTUM, GSIE 13F-HR 1/31/2022, 03:27 PM
Q3 2021 186 $711M +$38M -$22.5M +$15.5M CVX, USMV, MTUM, IQLT, VIGI 13F-HR 10/28/2021, 03:38 PM
Q2 2021 182 $704M +$22.6M -$102M -$79.9M CVX, USMV, MTUM, CWB, PFF 13F-HR 8/11/2021, 09:33 PM
Q1 2021 220 $746M +$170M -$25.4M +$144M CVX, USMV, MTUM, CWB, PFF 13F-HR 5/12/2021, 09:54 AM
Q4 2020 220 $589M +$44.9M -$41.8M +$3.09M CWB, LQD, PFF, CVX, HYG 13F-HR 2/5/2021, 05:27 PM
Q3 2020 199 $539M +$112M -$35.6M +$75.9M CWB, PFF, TIP, LQD, IEF 13F-HR 10/28/2020, 08:47 PM
Q2 2020 168 $449M +$45.6M -$17.8M +$27.9M IEF, LQD, TIP, MBB, FLOT 13F-HR 7/30/2020, 09:45 PM
Q1 2020 150 $376M +$207M -$234M -$27.5M IEF, LQD, MBB, TIP, FLOT 13F-HR 4/21/2020, 12:50 PM
Q4 2019 196 $472M +$48M -$26.4M +$21.6M CVX, MBB, IVW, PZA, XLY 13F-HR 2/21/2020, 02:40 PM
Q3 2019 185 $426M +$99.9M -$82.1M +$17.9M CVX, MBB, PZA, IVW, XLY 13F-HR 11/6/2019, 04:33 PM
Q2 2019 158 $409M +$112M -$63.8M +$48.7M CVX, SPEM, MBB, PZA, GBIL 13F-HR 8/6/2019, 05:07 PM
Q1 2019 134 $352M +$70.7M -$70.5M +$210K CVX, SPEM, MBB, GBIL, PZA 13F-HR 4/24/2019, 05:00 PM
Q4 2018 130 $326M $0 $0 CVX, SPEM, FLRN, GBIL, FLOT 13F-HR 2/11/2019, 08:48 PM