Director of Operations

0001749914-22-000006.txt : 20220412 0001749914-22-000006.hdr.sgml : 20220412 20220412123343 ACCESSION NUMBER: 0001749914-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220412 DATE AS OF CHANGE: 20220412 EFFECTIVENESS DATE: 20220412 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: 22821606 BUSINESS ADDRESS: STREET 1: 2603 CAMINO RAMON STREET 2: SUITE 350 CITY: SAN RAMON STATE: CA ZIP: 94583 BUSINESS PHONE: 9256598020 MAIL ADDRESS: STREET 1: 2603 CAMINO RAMON STREET 2: SUITE 350 CITY: SAN RAMON STATE: CA ZIP: 94583 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001749914 XXXXXXXX 03-31-2022 03-31-2022 Insight Wealth Strategies, LLC

2603 CAMINO RAMON SUITE 350 SAN RAMON CA 94583

13F HOLDINGS REPORT 028-19099 N Camille Mobley Director of Operations 925-659-8128 Camille Mobley San Ramon CA 04-12-2022 0 154 678148 false INFORMATION TABLE 2 InsightWealthStrategies_13f.xml 13F ABBVIE INC COM 00287Y109 208 1285 SH SOLE 0 0 0 1285 ABERCROMBIE & FITCH CO CL A 002896207 838 26187 SH SOLE 0 0 0 26187 ADOBE SYSTEMS INCORPORATED COM 00724F101 2014 4421 SH SOLE 0 0 0 4421 ADVANCED MICRO DEVICES INC COM 007903107 1620 14817 SH SOLE 0 0 0 14817 ALIGN TECHNOLOGY INC COM 016255101 570 1308 SH SOLE 0 0 0 1308 ALPHABET INC CAP STK CL A 02079K305 3015 1084 SH SOLE 0 0 0 1084 AMAZON COM INC COM 023135106 3951 1212 SH SOLE 0 0 0 1212 AMERESCO INC CL A 02361E108 1476 18569 SH SOLE 0 0 0 18569 AMERICAN EXPRESS CO COM 025816109 1679 8977 SH SOLE 0 0 0 8977 AMERICAN TOWER CORP NEW COM 03027X100 1485 5911 SH SOLE 0 0 0 5911 AMERISOURCEBERGEN CORP COM 03073E105 1759 11369 SH SOLE 0 0 0 11369 ANTHEM INC COM 036752103 1383 2816 SH SOLE 0 0 0 2816 APPLE INC COM 037833100 11271 64552 SH SOLE 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