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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
XLKSelect Sector Spdr Tr
Recent Activity
Increased 23.35%
0.48%
$4.676M
20,714 shares@ $225.76 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 1.23%
0.43%
$4.259M
48,511 shares@ $87.81 avg price
DISDisney Walt Co
Recent Activity
Increased 5.11%
0.43%
$4.257M
44,253 shares@ $96.2 avg price
IVVIshares Tr
Recent Activity
Increased 31.77%
0.43%
$4.24M
7,350 shares@ $576.85 avg price
WMTWalmart Inc
Recent Activity
Increased 8.74%
0.42%
$4.086M
50,604 shares@ $80.75 avg price
SHVIshares Tr
Recent Activity
Increased 0.18%
0.39%
$3.861M
34,897 shares@ $110.63 avg price
IWMIshares Tr
Recent Activity
Increased 4.36%
0.39%
$3.787M
17,145 shares@ $220.9 avg price
AVGOBroadcom Inc
Recent Activity
Increased 10%
0.38%
$3.746M
21,713 shares@ $172.51 avg price
JNJJohnson & Johnson
Recent Activity
Increased 8.89%
0.38%
$3.742M
23,090 shares@ $162.07 avg price
KOCoca Cola Co
Recent Activity
Increased 12.2%
0.35%
$3.453M
48,050 shares@ $71.86 avg price