Director of Operations

0001749914-23-000001.txt : 20230106 0001749914-23-000001.hdr.sgml : 20230106 20230106111506 ACCESSION NUMBER: 0001749914-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230106 DATE AS OF CHANGE: 20230106 EFFECTIVENESS DATE: 20230106 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: 23514144 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 X0202 13F-HR LIVE false false true 0001749914 XXXXXXXX 12-31-2022 12-31-2022 Insight Wealth Strategies, LLC

2603 CAMINO RAMON SUITE 350 SAN RAMON CA 94583

13F HOLDINGS REPORT 028-19099 N Camille Mobley Director of Operations 9256598020 Camille Mobley San Ramon CA 01-06-2023 0 136 517252000 false INFORMATION TABLE 2 InsightWealthStrategies_13f.xml ABBVIE INC COM 00287Y109 213726 1322 SH SOLE 0 0 0 1322 ADVANCED MICRO DEVICES INC COM 007903107 947844 14634 SH SOLE 0 0 0 14634 ALBEMARLE CORP COM 012653101 1146105 5285 SH SOLE 0 0 0 5285 ALPHABET INC CAP STK CL A 02079K305 1853612 21009 SH SOLE 0 0 0 21009 ALZAMEND NEURO INC COM NEW 02262M308 5649 10000 SH SOLE 0 0 0 10000 AMAZON COM INC COM 023135106 2152080 25620 SH SOLE 0 0 0 25620 AMERICAN EXPRESS CO COM 025816109 1373482 9296 SH SOLE 0 0 0 9296 AMERICAN TOWER CORP NEW COM 03027X100 1362685 6432 SH SOLE 0 0 0 6432 AMERISOURCEBERGEN CORP COM 03073E105 1719359 10376 SH SOLE 0 0 0 10376 APPLE INC COM 037833100 4647822 35772 SH SOLE 0 0 0 35772 ARCH RESOURCES INC CL A 03940R107 1585098 11101 SH SOLE 0 0 0 11101 ATI INC COM 01741R102 1113927 37305 SH SOLE 0 0 0 37305 BLACKROCK MUNIYILD QULT 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