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MOISES VALLADARES

@Insigneo Advisory Services, Llc

Latest period2024 - Q3ReportedManaged Assets$991.726MTotal holdings636
Assets growth rate11.64%Assets growth rate (2-Q avg)8.59%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Insigneo Advisory Services, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 636 positions.

Assets under management

The assets under management (AUM) of Insigneo Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 991.726M in assets, with a quarterly growth rate of 11.64% and a 2-quarter average growth rate of 8.59%. The portfolio is managed by MOISES VALLADARES, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ETHAIshares Ethereum Tr
Recent Activity
New Position
0.18%
$1.691M
85,960 shares@ $19.67 avg price
SPYINeos Etf Trust
Recent Activity
New Position
0.09%
$817,886
15,965 shares@ $51.23 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.07%
$683,985
4,530 shares@ $151.0 avg price
CGGOCapital Group Gbl Growth Eqt
Recent Activity
New Position
0.07%
$623,894
20,693 shares@ $30.16 avg price
XLGInvesco Exchange Traded Fd T
Recent Activity
New Position
0.06%
$570,788
12,009 shares@ $47.54 avg price
CGDGCapital Group Dividend Growe
Recent Activity
New Position
0.05%
$489,308
15,928 shares@ $30.72 avg price
VRTVertiv Holdings Co
Recent Activity
New Position
0.05%
$486,208
4,887 shares@ $99.5 avg price
PWRQuanta Svcs Inc
Recent Activity
New Position
0.05%
$457,810
1,536 shares@ $298.06 avg price
HOLXHologic Inc
Recent Activity
New Position
0.05%
$456,746
5,607 shares@ $81.46 avg price
JBBBJanus Detroit Str Tr
Recent Activity
New Position
0.05%
$441,578
9,021 shares@ $48.96 avg price