0001749914-23-000008.txt : 20230406
0001749914-23-000008.hdr.sgml : 20230406
20230406163123
ACCESSION NUMBER: 0001749914-23-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230406
DATE AS OF CHANGE: 20230406
EFFECTIVENESS DATE: 20230406
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: 23806577
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
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0001749914
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03-31-2023
03-31-2023
Insight Wealth Strategies, LLC
2603 CAMINO RAMON
SUITE 350
SAN RAMON
CA
94583
13F HOLDINGS REPORT
028-19099
000293644
N
Anthony Ortale
CEO
9256598127
Anthony Ortale
San Ramon
CA
04-06-2023
0
136
510040281
false
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InsightWealthStrategies_13f.xml
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ALZAMEND NEURO INC
COM NEW
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COM
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AMERICAN EXPRESS CO
COM
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COM
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AMERISOURCEBERGEN CORP
COM
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SOLE
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APPLE INC
COM
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SOLE
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ARCH RESOURCES INC
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ATI INC
COM
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COM
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COM
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COM
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COM
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GENUINE PARTS CO
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ACTIVEBETA INT
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COM
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COM
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COM
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COM
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COM
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