Insight Wealth Strategies 13F annual report
Insight Wealth Strategies is an investment fund managing more than $701 billion ran by Camille Mobley. There are currently 119 companies in Mrs. Mobley’s portfolio. The largest investments include Chevron and Ishares Tr, together worth $262 billion.
$701 billion Assets Under Management (AUM)
As of 1st July 2024, Insight Wealth Strategies’s top holding is 198,850 shares of Chevron currently worth over $31.1 billion and making up 4.4% of the portfolio value.
Relative to the number of outstanding shares of Chevron, Insight Wealth Strategies owns more than approximately 0.1% of the company.
In addition, the fund holds 2,873,025 shares of Ishares Tr worth $231 billion.
The third-largest holding is Vanguard Whitehall Fds worth $25.1 billion and the next is Goldman Sachs Etf Tr worth $24.9 billion, with 739,750 shares owned.
Currently, Insight Wealth Strategies's portfolio is worth at least $701 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Insight Wealth Strategies
The Insight Wealth Strategies office and employees reside in San Ramon, California. According to the last 13-F report filed with the SEC, Camille Mobley serves as the Director of Operations at Insight Wealth Strategies.
Recent trades
In the most recent 13F filing, Insight Wealth Strategies revealed that it had opened a new position in
Ishares Tr and bought 249,516 shares worth $16.1 billion.
The investment fund also strengthened its position in Chevron by buying
12,174 additional shares.
This makes their stake in Chevron total 198,850 shares worth $31.1 billion.
Chevron dropped approximately 0.1% in the past year.
On the other hand, there are companies that Insight Wealth Strategies is getting rid of from its portfolio.
Insight Wealth Strategies closed its position in Ishares Tr on 8th July 2024.
It sold the previously owned 195,367 shares for $15.2 billion.
Camille Mobley also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $12.4 billion and 58,801 shares.
One of the average hedge funds
The two most similar investment funds to Insight Wealth Strategies are Pier Capital and Hendershot Investments. They manage $699 billion and $699 billion respectively.
Camille Mobley investment strategy
Insight Wealth Strategies’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 8.2% of
the total portfolio value.
The fund focuses on investments in the United States as
47.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
42% of the total holdings value.
On the other hand, small-cap stocks make up only 1.7% of the portfolio.
The average market cap of the portfolio companies is close to $202 billion.
The complete list of Insight Wealth Strategies trades based on 13F SEC filings
These positions were updated on July 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Chevron Corp. |
6.52%
198,850
|
$31,104,188,000 | 4.44% |
| Ishares Tr |
2.77%
2,873,025
|
$230,538,902,000 | 32.91% |
| Vanguard Whitehall Fds |
5.91%
308,377
|
$25,064,873,000 | 3.58% |
| Goldman Sachs Etf Tr |
4.21%
739,750
|
$24,892,582,000 | 3.55% |
| VanEck ETF Trust |
1.16%
869,717
|
$24,553,410,000 | 3.50% |
| Janus Detroit Str Tr |
27.33%
334,626
|
$17,025,755,000 | 2.43% |
| Vanguard Scottsdale Fds |
2.53%
213,725
|
$16,213,203,000 | 2.31% |
| Ishares Tr |
Closed
195,367
|
$15,185,870,000 | |
| Legg Mason Etf Invt |
2.95%
437,817
|
$12,976,890,000 | 1.85% |
| Apple Inc |
2.30%
58,801
|
$12,384,562,000 | 1.77% |
| Ishares Tr |
Opened
249,516
|
$16,094,368,000 | 2.30% |
| American Centy Etf Tr |
2.46%
118,676
|
$10,647,655,000 | 1.52% |
| Select Sector Spdr Tr |
25.59%
165,483
|
$17,284,091,000 | 2.47% |
| Spdr Ser Tr |
Closed
168,446
|
$8,770,975,000 | |
| Select Sector Spdr Tr |
Opened
210,078
|
$8,636,327,000 | 1.23% |
| Lam Research Corp. |
1.39%
8,017
|
$8,537,410,000 | 1.22% |
| Select Sector Spdr Tr |
Closed
56,098
|
$8,287,317,000 | |
| Spdr Ser Tr |
0.14%
123,134
|
$12,948,262,000 | 1.85% |
| Ishares Inc |
7.08%
93,385
|
$6,372,626,000 | 0.91% |
| Sysco Corp. |
6.52%
79,534
|
$5,677,906,000 | 0.81% |
| Amazon.com Inc. |
0.19%
27,199
|
$5,256,207,000 | 0.75% |
| Invesco Exchange Traded Fd T |
2.47%
100,153
|
$5,246,038,000 | 0.75% |
| Microsoft Corporation |
0.72%
11,726
|
$5,240,964,000 | 0.75% |
| Cambria Etf Tr |
0.66%
197,740
|
$5,224,290,000 | 0.75% |
| Broadcom Inc. |
0.03%
2,953
|
$4,740,810,000 | 0.68% |
| American Express Co. |
2.10%
19,447
|
$4,502,898,000 | 0.64% |
| Motorola Solutions Inc |
3.39%
11,501
|
$4,440,097,000 | 0.63% |
| KLA Corp. |
7.40%
5,312
|
$4,379,646,000 | 0.63% |
| Moodys Corp |
5.54%
10,127
|
$4,262,929,000 | 0.61% |
| Mckesson Corporation |
79.10%
7,248
|
$4,233,053,000 | 0.60% |
| Alphabet Inc |
2.54%
27,842
|
$5,077,817,000 | 0.72% |
| NVIDIA Corp |
693.78%
33,323
|
$4,116,712,000 | 0.59% |
| Home Depot, Inc. |
9.20%
11,347
|
$3,906,159,000 | 0.56% |
| AMGEN Inc. |
Opened
12,387
|
$3,870,380,000 | 0.55% |
| CDW Corp |
10.08%
16,956
|
$3,795,330,000 | 0.54% |
| MercadoLibre Inc |
Opened
2,302
|
$3,783,107,000 | 0.54% |
| Sherwin-Williams Co. |
9.00%
12,433
|
$3,710,490,000 | 0.53% |
| Cintas Corporation |
Opened
5,260
|
$3,683,368,000 | 0.53% |
| Grainger W W Inc |
10.67%
4,014
|
$3,621,476,000 | 0.52% |
| Lamb Weston Holdings Inc |
12.78%
42,763
|
$3,595,503,000 | 0.51% |
| PDD Holdings Inc |
Opened
26,701
|
$3,549,898,000 | 0.51% |
| Vanguard Mun Bd Fds |
9.64%
67,604
|
$3,387,655,000 | 0.48% |
| Unitedhealth Group Inc |
2.64%
6,342
|
$3,229,666,000 | 0.46% |
| Tjx Cos Inc New |
3.23%
27,619
|
$3,040,847,000 | 0.43% |
| Fiserv, Inc. |
Closed
17,924
|
$2,864,614,000 | |
| Netapp Inc |
8.99%
19,887
|
$2,561,398,000 | 0.37% |
| Arch Cap Group Ltd |
0.18%
25,108
|
$2,533,146,000 | 0.36% |
| Verra Mobility Corporation |
0.74%
92,906
|
$2,527,038,000 | 0.36% |
| ATI Inc |
3.17%
45,414
|
$2,518,206,000 | 0.36% |
| Brown & Brown, Inc. |
1.17%
27,893
|
$2,493,952,000 | 0.36% |
| Target Corp |
2.22%
16,723
|
$2,475,682,000 | 0.35% |
| JPMorgan Chase & Co. |
1.71%
12,238
|
$2,475,249,000 | 0.35% |
| Palantir Technologies Inc. |
2.08%
96,846
|
$2,453,109,000 | 0.35% |
| Hewlett Packard Enterprise C |
6.32%
115,853
|
$2,452,615,000 | 0.35% |
| Mueller Inds Inc |
0.02%
42,815
|
$2,437,878,000 | 0.35% |
| Spdr S&p 500 Etf Tr |
2.73%
4,405
|
$2,397,199,000 | 0.34% |
| Gallagher Arthur J & Co |
3.71%
9,111
|
$2,362,537,000 | 0.34% |
| Waste Mgmt Inc Del |
1.58%
11,017
|
$2,350,417,000 | 0.34% |
| Fidelity Natl Information Sv |
2.11%
30,802
|
$2,321,248,000 | 0.33% |
| Accenture Plc Ireland |
38.29%
7,639
|
$2,317,785,000 | 0.33% |
| Interactive Brokers Group In |
0.03%
18,561
|
$2,275,581,000 | 0.32% |
| Diodes, Inc. |
1.98%
31,618
|
$2,274,297,000 | 0.32% |
| HCA Healthcare Inc |
1.55%
6,999
|
$2,248,656,000 | 0.32% |
| Unum Group |
Closed
41,765
|
$2,241,110,000 | |
| DoubleVerify Holdings, Inc. |
Closed
61,883
|
$2,175,806,000 | |
| Intercontinental Exchange In |
3.14%
15,746
|
$2,155,446,000 | 0.31% |
| Texas Instrs Inc |
2.42%
11,069
|
$2,153,258,000 | 0.31% |
| Old Rep Intl Corp |
2.22%
68,907
|
$2,129,227,000 | 0.30% |
| Centene Corp. |
Closed
26,497
|
$2,079,453,000 | |
| Molina Healthcare Inc |
42.98%
6,989
|
$2,077,830,000 | 0.30% |
| Deere & Co. |
4.35%
5,542
|
$2,070,480,000 | 0.30% |
| American Tower Corp. |
7.29%
10,646
|
$2,069,294,000 | 0.30% |
| ON Semiconductor Corp. |
8.03%
30,180
|
$2,068,839,000 | 0.30% |
| Caterpillar Inc. |
5.17%
6,124
|
$2,039,882,000 | 0.29% |
| WestRock Co |
1.90%
40,414
|
$2,031,199,000 | 0.29% |
| Union Pac Corp |
4.23%
8,924
|
$2,019,182,000 | 0.29% |
| Payoneer Global Inc |
1.80%
363,091
|
$2,011,524,000 | 0.29% |
| SM Energy Co |
6.50%
46,499
|
$2,010,140,000 | 0.29% |
| Cencora Inc. |
2.54%
8,815
|
$1,985,963,000 | 0.28% |
| Oracle Corp. |
3.31%
14,036
|
$1,981,835,000 | 0.28% |
| Chord Energy Corporation |
2.38%
11,764
|
$1,972,565,000 | 0.28% |
| Hershey Company |
5.91%
10,670
|
$1,961,391,000 | 0.28% |
| Ferguson Plc New |
4.51%
10,083
|
$1,952,573,000 | 0.28% |
| Performance Food Group Company |
Closed
25,981
|
$1,939,222,000 | |
| Paccar Inc. |
7.31%
18,534
|
$1,907,887,000 | 0.27% |
| Jabil Inc |
5.44%
17,498
|
$1,903,594,000 | 0.27% |
| Cardinal Health, Inc. |
5.83%
19,118
|
$1,879,652,000 | 0.27% |
| Honeywell International Inc |
4.74%
8,658
|
$1,848,838,000 | 0.26% |
| First Tr Exch Traded Fd Iii |
4.31%
46,008
|
$2,319,778,000 | 0.33% |
| Exxon Mobil Corp. |
1.74%
15,302
|
$1,761,623,000 | 0.25% |
| Walmart Inc |
1.05%
25,709
|
$1,740,763,000 | 0.25% |
| TripAdvisor Inc. |
Closed
62,358
|
$1,732,929,000 | |
| Zeta Global Holdings Corp. |
Closed
156,622
|
$1,711,878,000 | |
| Linde Plc. |
3.21%
3,862
|
$1,694,625,000 | 0.24% |
| Elevance Health Inc |
2.65%
3,021
|
$1,636,988,000 | 0.23% |
| Ingredion Inc |
2.83%
14,113
|
$1,618,799,000 | 0.23% |
| Advanced Micro Devices Inc. |
3.73%
9,508
|
$1,542,293,000 | 0.22% |
| Hartford Finl Svcs Group Inc |
0.88%
14,906
|
$1,498,673,000 | 0.21% |
| Dollar Gen Corp New |
5.27%
11,226
|
$1,484,418,000 | 0.21% |
| Idexx Labs Inc |
5.93%
2,948
|
$1,436,460,000 | 0.21% |
| Fortinet Inc |
3.57%
22,661
|
$1,365,778,000 | 0.19% |
| Transdigm Group Incorporated |
2.75%
1,027
|
$1,311,801,000 | 0.19% |
| Wisdomtree Tr |
2.35%
29,227
|
$1,283,340,000 | 0.18% |
| Vanguard Index Fds |
3.39%
4,488
|
$1,914,850,000 | 0.27% |
| Fluor Corp New |
2.13%
28,052
|
$1,221,665,000 | 0.17% |
| Northern Oil & Gas Inc |
2.71%
27,197
|
$1,010,931,000 | 0.14% |
| Pioneer Nat Res Co |
Closed
3,823
|
$1,003,528,000 | |
| Shift4 Pmts Inc |
7.43%
10,737
|
$787,559,000 | 0.11% |
| Fidelity Merrimack Str Tr |
3.04%
14,897
|
$669,335,000 | 0.10% |
| Vanguard Specialized Funds |
20.68%
3,635
|
$663,620,000 | 0.09% |
| Berkshire Hathaway Inc. |
No change
1
|
$612,241,000 | 0.09% |
| Tesla Inc |
3.85%
2,805
|
$555,053,000 | 0.08% |
| Valaris Ltd |
4.58%
7,445
|
$554,653,000 | 0.08% |
| Vanguard World Fd |
Opened
948
|
$546,754,000 | 0.08% |
| Meta Platforms Inc |
10.65%
1,049
|
$528,833,000 | 0.08% |
| Visa Inc |
1.75%
1,805
|
$473,681,000 | 0.07% |
| Netflix Inc. |
16.67%
644
|
$434,623,000 | 0.06% |
| Strategy Shs |
1.33%
20,396
|
$430,755,000 | 0.06% |
| WEC Energy Group Inc |
1.04%
4,267
|
$334,781,000 | 0.05% |
| Targa Res Corp |
No change
2,442
|
$314,481,000 | 0.04% |
| Spdr Ser Tr |
Opened
2,419
|
$307,648,000 | 0.04% |
| Blackrock Etf Trust |
2.74%
5,178
|
$307,606,000 | 0.04% |
| Bank America Corp |
Closed
7,546
|
$286,144,000 | |
| Leidos Holdings Inc |
0.23%
1,745
|
$254,604,000 | 0.04% |
| Blackrock Muniyild Qult Fd I |
1.46%
20,487
|
$251,581,000 | 0.04% |
| Bio Rad Labs Inc |
No change
906
|
$247,438,000 | 0.04% |
| Invesco Muni Income Opp Trst |
0.58%
38,183
|
$242,461,000 | 0.03% |
| Schwab Strategic Tr |
No change
2,223
|
$224,201,000 | 0.03% |
| Eli Lilly & Co |
Opened
222
|
$200,994,000 | 0.03% |
| Lowes Cos Inc |
7.32%
911
|
$200,795,000 | 0.03% |
| Cisco Sys Inc |
Closed
4,021
|
$200,696,000 | |
| Tellurian Inc |
No change
10,000
|
$6,926,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 132 holdings | |||
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