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Vincent Incerto

@Lasalle St. Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$254.516MTotal holdings208
Assets growth rate27.15%Assets growth rate (2-Q avg)19.8%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Lasalle St. Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 208 positions.

Assets under management

The assets under management (AUM) of Lasalle St. Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 254.516M in assets, with a quarterly growth rate of 27.15% and a 2-quarter average growth rate of 19.8%. The portfolio is managed by Vincent Incerto, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GOVZIshares Tr
Recent Activity
New Position
1.16%
$2.952M
249,985 shares@ $11.81 avg price
TLTIshares Tr
Recent Activity
New Position
0.75%
$1.905M
19,420 shares@ $98.1 avg price
BILSpdr Ser Tr
Recent Activity
New Position
0.51%
$1.278M
13,929 shares@ $91.76 avg price
XLESelect Sector Spdr Tr
Recent Activity
New Position
0.47%
$1.171M
13,343 shares@ $87.77 avg price
IVWIshares Tr
Recent Activity
New Position
0.32%
$796,000
8,316 shares@ $95.72 avg price
STIPIshares Tr
Recent Activity
New Position
0.32%
$790,000
7,797 shares@ $101.33 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
New Position
0.29%
$730,000
2,605 shares@ $280.24 avg price
FDVVFidelity Covington Trust
Recent Activity
New Position
0.25%
$611,000
12,075 shares@ $50.61 avg price
SPHYSpdr Ser Tr
Recent Activity
New Position
0.24%
$602,000
25,050 shares@ $24.04 avg price
AMLPAlps Etf Tr
Recent Activity
New Position
0.24%
$594,000
12,604 shares@ $47.13 avg price