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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
VOOGVanguard Admiral Fds Inc
Recent Activity
Exited
0%
$1.252M
4,099 shares@ $305.35 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$634,292
4,422 shares@ $143.45 avg price
BBJPJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$473,408
9,007 shares@ $52.57 avg price
KEYSKeysight Technologies Inc
Recent Activity
Exited
0%
$316,113
2,574 shares@ $122.82 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Exited
0%
$295,598
5,925 shares@ $49.89 avg price
MGPIMgp Ingredients Inc
Recent Activity
Exited
0%
$291,083
3,527 shares@ $82.53 avg price
FLBLFranklin Templeton Etf Tr
Recent Activity
Exited
0%
$237,968
9,897 shares@ $24.05 avg price
KNSLKinsale Cap Group Inc
Recent Activity
Exited
0%
$229,234
513 shares@ $446.85 avg price
COHRCoherent Corp
Recent Activity
Exited
0%
$225,338
4,006 shares@ $56.26 avg price
EHIWestern Asset Gbl High Inc F
Recent Activity
Exited
0%
$223,668
31,681 shares@ $7.07 avg price