Regulatory Consultant

0001085146-21-002917.txt : 20211028 0001085146-21-002917.hdr.sgml : 20211028 20211028153811 ACCESSION NUMBER: 0001085146-21-002917 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211028 DATE AS OF CHANGE: 20211028 EFFECTIVENESS DATE: 20211028 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: 211357828 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 09-30-2021 09-30-2021 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 10-28-2021 0 186 710797 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABERCROMBIE & FITCH CO CL A 002896207 905 24050 SH SOLE 0 0 24050 ADOBE SYSTEMS INCORPORATED COM 00724F101 2369 4114 SH SOLE 0 0 4114 ADVANCED MICRO DEVICES INC COM 007903107 1580 15358 SH SOLE 0 0 15358 ALIGN TECHNOLOGY INC COM 016255101 810 1218 SH SOLE 0 0 1218 ALPHABET INC CAP STK CL A 02079K305 2941 1100 SH SOLE 0 0 1100 AMAZON COM INC COM 023135106 3699 1126 SH SOLE 0 0 1126 AMERESCO INC CL A 02361E108 1000 17111 SH SOLE 0 0 17111 AMERICAN EXPRESS CO COM 025816109 1118 6673 SH SOLE 0 0 6673 AMERICAN TOWER CORP NEW COM 03027X100 1098 4139 SH SOLE 0 0 4139 AMERISOURCEBERGEN CORP COM 03073E105 1025 8579 SH SOLE 0 0 8579 ANTHEM INC COM 036752103 839 2251 SH SOLE 0 0 2251 APPLE INC COM 037833100 9015 63708 SH SOLE 0 0 63708 ARK ETF TR INNOVATION ETF 00214Q104 262 2372 SH SOLE 0 0 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