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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
ITOTIshares Tr
Recent Activity
Increased 0.11%
0.26%
$2.538M
20,202 shares@ $125.63 avg price
MGKVanguard World Fd
Recent Activity
Increased 47.39%
0.26%
$2.512M
7,801 shares@ $321.96 avg price
ORCLOracle Corp
Recent Activity
Increased 19.07%
0.26%
$2.497M
14,652 shares@ $170.4 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 14.44%
0.26%
$2.49M
38,468 shares@ $64.74 avg price
ASMLAsml Holding N V
Recent Activity
Increased 29.19%
0.25%
$2.457M
2,948 shares@ $833.29 avg price
ADBEAdobe Systems Incorporated
Recent Activity
Increased 0.86%
0.25%
$2.45M
4,732 shares@ $517.75 avg price
VUGVanguard Index Fds
Recent Activity
Increased 25.36%
0.25%
$2.449M
6,378 shares@ $383.95 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 34.04%
0.25%
$2.429M
13,987 shares@ $173.68 avg price
PFFIshares Tr
Recent Activity
Increased 2.88%
0.24%
$2.363M
71,098 shares@ $33.24 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 156.85%
0.23%
$2.26M
44,426 shares@ $50.88 avg price