• 13F History

Insight Wealth Strategies, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 3, 2025
Value $
$743M
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 158 stock holdings with total value $743M as of Q1 2025. Top holdings included CVX, VCLT, TLT, GSIE, and IEF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 158 $743M +$149M -$151M -$1.14M CVX, VCLT, TLT, GSIE, IEF 13F-HR 4/3/2025, 12:06 PM
Q4 2024 152 $746M +$118M -$112M +$5.35M USMV, CVX, LQD, MBB, QUAL 13F-HR 1/6/2025, 02:28 PM
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 -$52.2M +$22.8M CVX, PFF, USMV, GSIE, VIGI 13F-HR 10/13/2023, 10:57 AM
Q2 2023 136 $523M +$37.7M -$33.9M +$3.82M CVX, PFF, USMV, GSIE, VIGI 13F-HR 7/14/2023, 11:12 AM
Q1 2023 136 $510M +$14.9M -$29.4M -$14.5M CVX, CWB, PFF, FLOT, USMV 13F-HR 4/6/2023, 04:31 PM
Q4 2022 136 $517M +$32.4M -$34.4M -$1.97M CVX, PFF, HYG, USMV, MTUM 13F-HR 1/6/2023, 10:15 AM
Q3 2022 127 $523M PFF, CVX, USMV, CWB, HYG 13F-HR 10/3/2022, 04:42 PM
Q2 2022 141 $536M +$29.1M -$59.1M -$30M PFF, CVX, USMV, CWB, HYG 13F-HR 7/1/2022, 01:28 PM
Q1 2022 154 $678M +$70.6M -$49.3M +$21.3M CVX, USMV, TIP, MTUM, GSIE 13F-HR 4/12/2022, 12:33 PM
Q4 2021 152 $702M +$50.7M -$55.2M -$4.46M TIP, CVX, USMV, MTUM, GSIE 13F-HR 1/31/2022, 02:27 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 -$39.2M +$5.72M CWB, LQD, PFF, CVX, HYG 13F-HR 2/5/2021, 04:27 PM
Q3 2020 199 $539M +$112M -$30.2M +$81.3M CWB, PFF, TIP, LQD, IEF 13F-HR 10/28/2020, 08:47 PM
Q2 2020 168 $449M +$45.4M -$9.58M +$35.8M IEF, LQD, TIP, MBB, FLOT 13F-HR 7/30/2020, 09:45 PM
Q1 2020 150 $376M +$207M -$198M +$8.36M IEF, LQD, MBB, TIP, FLOT 13F-HR 4/21/2020, 12:50 PM
Q4 2019 196 $472M +$48M -$12.6M +$35.3M CVX, MBB, IVW, PZA, XLY 13F-HR 2/21/2020, 01:40 PM
Q3 2019 185 $426M +$99.9M -$74.7M +$25.2M CVX, MBB, PZA, IVW, XLY 13F-HR 11/6/2019, 03:33 PM
Q2 2019 158 $409M +$112M -$53.7M +$58.7M CVX, SPEM, MBB, PZA, GBIL 13F-HR 8/6/2019, 05:07 PM
Q1 2019 133 $352M +$70.7M -$41.6M +$29.1M CVX, SPEM, MBB, GBIL, PZA 13F-HR 4/24/2019, 05:00 PM
Q4 2018 130 $326M CVX, SPEM, FLRN, GBIL, FLOT 13F-HR 2/11/2019, 07:48 PM