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