test

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
AMDAdvanced Micro Devices Inc
Recent Activity
New Position
0.22%
$554,000
3,378 shares@ $164.01 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.22%
$553,000
9,353 shares@ $59.13 avg price
QUALIshares Tr
Recent Activity
New Position
0.21%
$534,000
2,980 shares@ $179.2 avg price
XMESpdr Ser Tr
Recent Activity
New Position
0.21%
$527,000
8,280 shares@ $63.65 avg price
NXPINxp Semiconductors N V
Recent Activity
New Position
0.21%
$517,000
2,155 shares@ $239.91 avg price
EXEChesapeake Energy Corp
Recent Activity
New Position
0.21%
$516,000
6,281 shares@ $82.16 avg price
XETYXEaton Vance Tax-managed Dive
Recent Activity
New Position
0.19%
$473,000
32,328 shares@ $14.64 avg price
BOTZGlobal X Fds
Recent Activity
New Position
0.19%
$467,000
14,543 shares@ $32.12 avg price
USFRWisdomtree Tr
Recent Activity
New Position
0.18%
$446,000
8,893 shares@ $50.16 avg price
VXXBarclays Bank Plc
Recent Activity
New Position
0.16%
$401,000
8,086 shares@ $49.6 avg price