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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
AAPLApple Inc
Recent Activity
Decreased -2.35%
9.31%
$92.244M
395,896 shares@ $233.01 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.28%
3.78%
$37.391M
200,669 shares@ $186.34 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.78%
3.72%
$36.794M
85,508 shares@ $430.31 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 8.09%
3.7%
$36.656M
63,887 shares@ $573.76 avg price
NVDANvidia Corporation
Recent Activity
Decreased -6.06%
3.58%
$35.414M
291,618 shares@ $121.44 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -0.15%
2.8%
$27.699M
71,254 shares@ $388.74 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 3.32%
2.57%
$25.424M
55,238 shares@ $460.27 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -4.77%
2.2%
$21.738M
37,974 shares@ $572.45 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.1%
1.62%
$15.975M
96,319 shares@ $165.86 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 14.67%
1.6%
$15.865M
65,274 shares@ $243.06 avg price