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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
PPLPpl Corp
Recent Activity
Exited
0%
$223,662
7,443 shares@ $30.05 avg price
VOVanguard Index Fds
Recent Activity
Exited
0%
$212,629
894 shares@ $237.85 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$210,046
345 shares@ $608.83 avg price
CCLCarnival Corp
Recent Activity
Exited
0%
$161,338
11,204 shares@ $14.41 avg price
HIXWestern Asset High Incom Fd
Recent Activity
Exited
0%
$122,658
28,459 shares@ $4.31 avg price
AALAmerican Airls Group Inc
Recent Activity
Exited
0%
$120,139
12,946 shares@ $9.29 avg price
AMCRAmcor Plc
Recent Activity
Exited
0%
$104,811
10,139 shares@ $10.34 avg price
SOFISofi Technologies Inc
Recent Activity
Exited
0%
$102,037
15,602 shares@ $6.54 avg price
WBDWarner Bros Discovery Inc
Recent Activity
Exited
0%
$92,771
11,773 shares@ $7.88 avg price
5949⤦Microstrategy Inc
Recent Activity
Exited
0%
$35,619
31,000 shares@ $1.15 avg price