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 |
---|---|---|---|
PGProcter And Gamble Co
| 0.35% | $3.384M 19,537 shares@ $173.2 avg price | Decreased -0.57% |
AXPAmerican Express Co
| 0.33% | $3.234M 11,924 shares@ $271.21 avg price | Decreased -5.41% |
TIPIshares Tr
| 0.33% | $3.219M 29,140 shares@ $110.48 avg price | Decreased -0.49% |
VOEVanguard Index Fds
| 0.31% | $3.039M 18,127 shares@ $167.67 avg price | Decreased -0.3% |
DBCInvesco Db Commdy Indx Trck
| 0.31% | $3.037M 136,371 shares@ $22.27 avg price | Decreased -0.88% |
MCDMcdonalds Corp
| 0.31% | $2.982M 9,791 shares@ $304.53 avg price | Decreased -5.71% |
EWJIshares Inc
| 0.29% | $2.85M 39,844 shares@ $71.55 avg price | Decreased -6.45% |
JEPQJ P Morgan Exchange Traded F
| 0.29% | $2.803M 51,035 shares@ $54.94 avg price | Decreased -61.51% |
CATCaterpillar Inc
| 0.29% | $2.781M 7,110 shares@ $391.13 avg price | Decreased -7.38% |
PANWPalo Alto Networks Inc
| 0.28% | $2.74M 8,016 shares@ $341.79 avg price | Decreased -8.76% |