test

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
MSIMotorola Solutions Inc
Recent Activity
New Position
0.04%
$348,463
775 shares@ $449.63 avg price
CWCurtiss Wright Corp
Recent Activity
New Position
0.04%
$346,768
1,055 shares@ $328.7 avg price
DKNGDraftkings Inc New
Recent Activity
New Position
0.04%
$335,787
8,566 shares@ $39.2 avg price
ONONOn Hldg Ag
Recent Activity
New Position
0.04%
$329,385
6,568 shares@ $50.15 avg price
ACMAecom
Recent Activity
New Position
0.04%
$328,399
3,180 shares@ $103.28 avg price
APOApollo Global Mgmt Inc
Recent Activity
New Position
0.04%
$316,022
2,530 shares@ $124.91 avg price
STWDStarwood Ppty Tr Inc
Recent Activity
New Position
0.04%
$310,938
15,257 shares@ $20.39 avg price
NXSTNexstar Media Group Inc
Recent Activity
New Position
0.04%
$305,071
1,845 shares@ $165.36 avg price
XLBSelect Sector Spdr Tr
Recent Activity
New Position
0.04%
$301,862
3,132 shares@ $96.38 avg price
KLACKla Corp
Recent Activity
New Position
0.04%
$301,642
390 shares@ $773.45 avg price