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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
AMZNAmazon Com Inc
Recent Activity
Increased 24.94%
1.57%
$3.985M
21,388 shares@ $186.32 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 50.8%
1.33%
$3.384M
7,864 shares@ $430.32 avg price
EDVVanguard World Fd
Recent Activity
Increased 76.59%
1.27%
$3.213M
40,331 shares@ $79.67 avg price
IVVIshares Tr
Recent Activity
Increased 42.8%
1.21%
$3.074M
5,329 shares@ $576.85 avg price
ZROZPimco Etf Tr
Recent Activity
Increased 58.97%
1.16%
$2.95M
35,799 shares@ $82.41 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 8.94%
1.12%
$2.842M
89,433 shares@ $31.78 avg price
NVDANvidia Corporation
Recent Activity
Increased 34.01%
0.99%
$2.514M
20,707 shares@ $121.41 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 7.9%
0.93%
$2.356M
11,900 shares@ $197.99 avg price
IGLBIshares Tr
Recent Activity
Increased 130.11%
0.91%
$2.316M
43,235 shares@ $53.57 avg price
IJRIshares Tr
Recent Activity
Increased 5.46%
0.9%
$2.266M
19,381 shares@ $116.92 avg price