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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 8.09%
3.7%
$36.656M
63,887 shares@ $573.76 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 3.32%
2.57%
$25.424M
55,238 shares@ $460.27 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.1%
1.62%
$15.975M
96,319 shares@ $165.86 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 14.67%
1.6%
$15.865M
65,274 shares@ $243.06 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 9.04%
1.44%
$14.226M
29,147 shares@ $488.08 avg price
SLVIshares Silver Tr
Recent Activity
Increased 34.27%
1%
$9.868M
347,342 shares@ $28.41 avg price
AGGIshares Tr
Recent Activity
Increased 7.02%
0.79%
$7.786M
76,883 shares@ $101.28 avg price
VVisa Inc
Recent Activity
Increased 3.56%
0.7%
$6.905M
25,114 shares@ $274.96 avg price
VTVVanguard Index Fds
Recent Activity
Increased 1.17%
0.56%
$5.496M
31,482 shares@ $174.58 avg price
BXBlackstone Inc
Recent Activity
Increased 1.6%
0.54%
$5.316M
34,718 shares@ $153.13 avg price