Director of Operations

0001749914-24-000001.txt : 20240112 0001749914-24-000001.hdr.sgml : 20240112 20240112104514 ACCESSION NUMBER: 0001749914-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240112 DATE AS OF CHANGE: 20240112 EFFECTIVENESS DATE: 20240112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Insight Wealth Strategies, LLC CENTRAL INDEX KEY: 0001749914 ORGANIZATION NAME: IRS NUMBER: 825323905 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19099 FILM NUMBER: 24531014 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 false 0001749914 XXXXXXXX 12-31-2023 12-31-2023 Insight Wealth Strategies, LLC

2603 CAMINO RAMON SUITE 350 SAN RAMON CA 94583

13F HOLDINGS REPORT 028-19099 N Camille Mobley Director of Operations 9256598128 Camille Mobley San Ramon CA 01-12-2024 0 153 619223537 false INFORMATION TABLE 2 InsightWealthStrategies_13f.xml ADVANCED MICRO DEVICES INC COM 007903107 2048557 13897 SH SOLE 0 0 0 13897 ALBEMARLE CORP COM 012653101 1352360 9360 SH SOLE 0 0 0 9360 ALPHABET INC CAP STK CL A 02079K305 3002757 21496 SH SOLE 0 0 0 21496 AMAZON COM INC COM 023135106 4357639 28680 SH SOLE 0 0 0 28680 AMERICAN CENTY ETF TR US SML CP VALU 025072877 10494549 116866 SH SOLE 0 0 0 116866 AMERICAN EXPRESS CO COM 025816109 2069289 11046 SH SOLE 0 0 0 11046 AMERICAN TOWER CORP NEW COM 03027X100 1981774 9180 SH SOLE 0 0 0 9180 APPLE INC COM 037833100 8078697 41961 SH SOLE 0 0 0 41961 ARCH CAP GROUP LTD ORD G0450A105 1965036 26458 SH SOLE 0 0 0 26458 ARCH RESOURCES INC CL A 03940R107 2097484 12640 SH SOLE 0 0 0 12640 ATI INC COM 01741R102 2132770 46905 SH SOLE 0 0 0 46905 BLACKROCK ETF TRUST US CARBON TRANS 09290C509 264715 5058 SH SOLE 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