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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
SHVIshares Tr
Recent Activity
Increased 2.07%
16.38%
$41.684M
376,793 shares@ $110.63 avg price
VUGVanguard Index Fds
Recent Activity
Increased 8.09%
5.44%
$13.836M
36,040 shares@ $383.91 avg price
IUSVIshares Tr
Recent Activity
Increased 25.94%
4.98%
$12.672M
132,708 shares@ $95.49 avg price
VTVVanguard Index Fds
Recent Activity
Increased 13.09%
4.52%
$11.498M
65,868 shares@ $174.57 avg price
IGIBIshares Tr
Recent Activity
Increased 17.91%
4.35%
$11.068M
206,041 shares@ $53.72 avg price
AAPLApple Inc
Recent Activity
Increased 26.63%
3.97%
$10.104M
43,366 shares@ $233.0 avg price
VOOVanguard Index Fds
Recent Activity
Increased 6.8%
2.8%
$7.103M
13,462 shares@ $527.64 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 81.72%
1.78%
$4.523M
7,883 shares@ $573.77 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 3.07%
1.65%
$4.18M
35,659 shares@ $117.23 avg price
VTIVanguard Index Fds
Recent Activity
Increased 15.85%
1.6%
$4.056M
14,325 shares@ $283.15 avg price