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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
IESCIes Hldgs Inc
Recent Activity
New Position
0.04%
$299,430
1,500 shares@ $199.62 avg price
SRESempra
Recent Activity
New Position
0.04%
$299,145
3,577 shares@ $83.64 avg price
PLDPrologis Inc.
Recent Activity
New Position
0.03%
$282,378
2,236 shares@ $126.29 avg price
EXPEExpedia Group Inc
Recent Activity
New Position
0.03%
$280,498
1,895 shares@ $148.03 avg price
XLCSelect Sector Spdr Tr
Recent Activity
New Position
0.03%
$266,394
2,947 shares@ $90.4 avg price
CAGConagra Brands Inc
Recent Activity
New Position
0.03%
$266,274
8,188 shares@ $32.53 avg price
PJANInnovator Etfs Trust
Recent Activity
New Position
0.03%
$260,027
6,293 shares@ $41.33 avg price
IUSVIshares Tr
Recent Activity
New Position
0.03%
$249,239
2,610 shares@ $95.5 avg price
HDBHdfc Bank Ltd
Recent Activity
New Position
0.03%
$245,548
3,925 shares@ $62.56 avg price
HSYHershey Co
Recent Activity
New Position
0.03%
$240,876
1,256 shares@ $191.79 avg price