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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
5950⤦Microchip Technology Inc.
Recent Activity
Exited
0%
$23,820
24,000 shares@ $1.0 avg price
8425⤦Southern Co
Recent Activity
Exited
0%
$19,530
18,000 shares@ $1.09 avg price
1268⤦Cable One Inc
Recent Activity
Exited
0%
$15,215
17,000 shares@ $0.9 avg price
9895⤦Zillow Group Inc
Recent Activity
Exited
0%
$15,162
13,000 shares@ $1.17 avg price
0826⤦Bentley Sys Inc
Recent Activity
Exited
0%
$10,656
12,000 shares@ $0.89 avg price
1258⤦Cms Energy Corp
Recent Activity
Exited
0%
$10,300
10,000 shares@ $1.03 avg price
7534⤦Rapid7 Inc
Recent Activity
Exited
0%
$9,673
11,000 shares@ $0.88 avg price
1080⤦Bridgebio Pharma Inc
Recent Activity
Exited
0%
$9,666
12,000 shares@ $0.81 avg price
0826⤦Bentley Sys Inc
Recent Activity
Exited
0%
$9,615
10,000 shares@ $0.97 avg price