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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
EEMIshares Tr
Recent Activity
Decreased -10.77%
0.46%
$4.51M
98,343 shares@ $45.87 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -5.48%
0.46%
$4.482M
10,592 shares@ $423.14 avg price
BACBank America Corp
Recent Activity
Decreased -2.37%
0.46%
$4.472M
112,700 shares@ $39.69 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -6.72%
0.45%
$4.453M
5,023 shares@ $886.44 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -0.61%
0.44%
$4.283M
26,101 shares@ $164.08 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.87%
0.44%
$4.275M
10,550 shares@ $405.22 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