Regulatory Consultant

0001085146-21-001572.txt : 20210512 0001085146-21-001572.hdr.sgml : 20210512 20210512095455 ACCESSION NUMBER: 0001085146-21-001572 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210512 DATE AS OF CHANGE: 20210512 EFFECTIVENESS DATE: 20210512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Insight Wealth Strategies, LLC CENTRAL INDEX KEY: 0001749914 IRS NUMBER: 825323905 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19099 FILM NUMBER: 21913819 BUSINESS ADDRESS: STREET 1: 5000 EXECUTIVE PARKWAY STREET 2: SUITE 420 CITY: SAN RAMON STATE: CA ZIP: 94583 BUSINESS PHONE: 9256598020 MAIL ADDRESS: STREET 1: 5000 EXECUTIVE PARKWAY STREET 2: SUITE 420 CITY: SAN RAMON STATE: CA ZIP: 94583 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001749914 XXXXXXXX 03-31-2021 03-31-2021 false Insight Wealth Strategies, LLC

5000 EXECUTIVE PARKWAY SUITE 420 SAN RAMON CA 94583

13F HOLDINGS REPORT 028-19099 N Ashley Smith-Roos Regulatory Consultant 310-275-7300 /s/ Ashley Smith-Roos Beverly Hills CA 05-04-2021 0 220 746264 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 345 1249 SH SOLE 0 0 1249 ADOBE SYSTEMS INCORPORATED COM 00724F101 4712 9913 SH SOLE 0 0 9913 ADVANCED MICRO DEVICES INC COM 007903107 1407 17929 SH SOLE 0 0 17929 ALIGN TECHNOLOGY INC COM 016255101 939 1734 SH SOLE 0 0 1734 ALPHABET INC CAP STK CL A 02079K305 3585 1738 SH SOLE 0 0 1738 ALTRIA GROUP INC COM 02209S103 212 4135 SH SOLE 0 0 4135 AMAZON COM INC COM 023135106 5121 1655 SH SOLE 0 0 1655 AMERESCO INC CL A 02361E108 1103 22684 SH SOLE 0 0 22684 AMERICAN ELEC PWR CO INC COM 025537101 295 3485 SH SOLE 0 0 3485 AMERICAN EXPRESS CO COM 025816109 941 6651 SH SOLE 0 0 6651 AMERICAN TOWER CORP NEW COM 03027X100 1018 4257 SH SOLE 0 0 4257 AMERICAN WTR WKS CO INC NEW COM 030420103 247 1648 SH SOLE 0 0 1648 ANTHEM INC COM 036752103 825 2297 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