Regulatory Consultant

0001085146-21-002395.txt : 20210812 0001085146-21-002395.hdr.sgml : 20210812 20210811213359 ACCESSION NUMBER: 0001085146-21-002395 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210812 DATE AS OF CHANGE: 20210811 EFFECTIVENESS DATE: 20210812 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: 211165329 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 06-30-2021 06-30-2021 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 08-11-2021 0 182 703592 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE SYSTEMS INCORPORATED COM 00724F101 2426 4142 SH SOLE 0 0 4142 ADVANCED MICRO DEVICES INC COM 007903107 1428 15202 SH SOLE 0 0 15202 ALIGN TECHNOLOGY INC COM 016255101 750 1228 SH SOLE 0 0 1228 ALPHABET INC CAP STK CL A 02079K305 2720 1114 SH SOLE 0 0 1114 AMAZON COM INC COM 023135106 3815 1109 SH SOLE 0 0 1109 AMERESCO INC CL A 02361E108 1093 17424 SH SOLE 0 0 17424 AMERICAN EXPRESS CO COM 025816109 1061 6420 SH SOLE 0 0 6420 AMERICAN TOWER CORP NEW COM 03027X100 1093 4046 SH SOLE 0 0 4046 AMERISOURCEBERGEN CORP COM 03073E105 917 8011 SH SOLE 0 0 8011 ANTHEM INC COM 036752103 825 2160 SH SOLE 0 0 2160 APPLE INC COM 037833100 8971 65503 SH SOLE 0 0 65503 ARK ETF TR INNOVATION ETF 00214Q104 280 2144 SH SOLE 0 0 2144 BLACKROCK MUNIYILD QULT FD I COM 09254F100 295 17597 SH SOLE 0 0 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