Director of Operations

0001749914-23-000011.txt : 20231013 0001749914-23-000011.hdr.sgml : 20231013 20231013105750 ACCESSION NUMBER: 0001749914-23-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231013 DATE AS OF CHANGE: 20231013 EFFECTIVENESS DATE: 20231013 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: 231324268 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 true false 0001749914 XXXXXXXX 09-30-2023 09-30-2023 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 10-13-2023 0 143 517697987 false INFORMATION TABLE 2 InsightWealthStrategies_13f.xml ADVANCED MICRO DEVICES INC COM 007903107 1515156 14736 SH SOLE 0 0 0 14736 ALBEMARLE CORP COM 012653101 993948 5845 SH SOLE 0 0 0 5845 ALPHABET INC CAP STK CL A 02079K305 2830614 21631 SH SOLE 0 0 0 21631 ALZAMEND NEURO INC COM NEW 02262M308 2370 10000 SH SOLE 0 0 0 10000 AMAZON COM INC COM 023135106 3739616 29418 SH SOLE 0 0 0 29418 AMERICAN CENTY ETF TR US SML CP VALU 025072877 9402678 120624 SH SOLE 0 0 0 120624 AMERICAN EXPRESS CO COM 025816109 1527617 10239 SH SOLE 0 0 0 10239 AMERICAN TOWER CORP NEW COM 03027X100 1317183 8010 SH SOLE 0 0 0 8010 APPLE INC COM 037833100 6341982 37042 SH SOLE 0 0 0 37042 ARCH CAP GROUP LTD ORD G0450A105 720419 9038 SH SOLE 0 0 0 9038 ARCH RESOURCES INC CL A 03940R107 2076709 12169 SH SOLE 0 0 0 12169 ATI INC COM 01741R102 1536376 37336 SH SOLE 0 0 0 37336 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