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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
FISFidelity Natl Information Sv
Recent Activity
Exited
0%
$255,000
1,057 shares@ $241.25 avg price
NYCBNew York Cmnty Bancorp Inc
Recent Activity
Exited
0%
$249,000
77,291 shares@ $3.23 avg price
ETNEaton Corp Plc
Recent Activity
Exited
0%
$225,000
718 shares@ $313.38 avg price
BITBlackrock Multi Sector Inc T
Recent Activity
Exited
0%
$176,000
12,064 shares@ $14.59 avg price