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
SCHDSchwab Strategic Tr
Recent Activity
Increased 10%
0.35%
$3.397M
40,184 shares@ $84.53 avg price
VGTVanguard World Fd
Recent Activity
Increased 55.02%
0.33%
$3.175M
5,413 shares@ $586.53 avg price
ANGLVaneck Etf Trust
Recent Activity
Increased 16.28%
0.31%
$3.048M
103,651 shares@ $29.41 avg price
SILJAmplify Etf Tr
Recent Activity
Increased 23%
0.31%
$3.046M
236,280 shares@ $12.89 avg price
MPCMarathon Pete Corp
Recent Activity
Increased 2.1%
0.31%
$3.015M
18,508 shares@ $162.91 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 22.72%
0.3%
$2.906M
11,838 shares@ $245.45 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 1.07%
0.29%
$2.838M
23,710 shares@ $119.7 avg price
LQDIshares Tr
Recent Activity
Increased 19.21%
0.29%
$2.806M
24,835 shares@ $112.98 avg price
CVXChevron Corp New
Recent Activity
Increased 7.23%
0.28%
$2.679M
18,189 shares@ $147.27 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 4.79%
0.27%
$2.642M
58,289 shares@ $45.32 avg price