Regulatory Consultant

0001085146-21-000491.txt : 20210205 0001085146-21-000491.hdr.sgml : 20210205 20210205172748 ACCESSION NUMBER: 0001085146-21-000491 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210205 DATE AS OF CHANGE: 20210205 EFFECTIVENESS DATE: 20210205 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: 21597449 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 12-31-2020 12-31-2020 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 02-04-2021 0 220 589245 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 329 1261 SH SOLE 0 0 1261 ACTIVISION BLIZZARD INC COM 00507V109 212 2284 SH SOLE 0 0 2284 ADOBE SYSTEMS INCORPORATED COM 00724F101 4058 8114 SH SOLE 0 0 8114 ADVANCED MICRO DEVICES INC COM 007903107 1482 16163 SH SOLE 0 0 16163 ALIGN TECHNOLOGY INC COM 016255101 921 1724 SH SOLE 0 0 1724 ALPHABET INC CAP STK CL A 02079K305 2787 1590 SH SOLE 0 0 1590 AMAZON COM INC COM 023135106 4827 1482 SH SOLE 0 0 1482 AMERESCO INC CL A 02361E108 1277 24453 SH SOLE 0 0 24453 AMERICAN ELEC PWR CO INC COM 025537101 285 3428 SH SOLE 0 0 3428 AMERICAN EXPRESS CO COM 025816109 388 3212 SH SOLE 0 0 3212 AMERICAN TOWER CORP NEW COM 03027X100 307 1369 SH SOLE 0 0 1369 AMERICAN WTR WKS CO INC NEW COM 030420103 254 1652 SH SOLE 0 0 1652 ANTHEM INC COM 036752103 293 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