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