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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
VIGVanguard Specialized Funds
Recent Activity
New Position
0.05%
$410,351
2,072 shares@ $198.05 avg price
BKBank New York Mellon Corp
Recent Activity
New Position
0.04%
$395,202
5,500 shares@ $71.86 avg price
IGIBIshares Tr
Recent Activity
New Position
0.04%
$383,400
7,137 shares@ $53.73 avg price
TDYTeledyne Technologies Inc
Recent Activity
New Position
0.04%
$365,671
836 shares@ $437.41 avg price
EAElectronic Arts Inc
Recent Activity
New Position
0.04%
$362,903
2,530 shares@ $143.44 avg price
MSCIMsci Inc
Recent Activity
New Position
0.04%
$359,668
617 shares@ $582.94 avg price
URTHIshares Inc
Recent Activity
New Position
0.04%
$356,970
2,275 shares@ $156.91 avg price
KBKb Finl Group Inc
Recent Activity
New Position
0.04%
$355,742
5,761 shares@ $61.76 avg price
AROCArchrock Inc
Recent Activity
New Position
0.04%
$354,625
17,521 shares@ $20.24 avg price
CTSHCognizant Technology Solutio
Recent Activity
New Position
0.04%
$351,246
4,551 shares@ $77.18 avg price