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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
FBTCFidelity Wise Origin Bitcoin
Recent Activity
New Position
0.15%
$360,000
6,500 shares@ $55.39 avg price
BXBlackstone Inc
Recent Activity
New Position
0.14%
$349,000
2,284 shares@ $152.81 avg price
ASAAsa Gold And Precious Mtls L
Recent Activity
New Position
0.13%
$318,000
1,365 shares@ $232.97 avg price
VEAVanguard Tax-managed Fds
Recent Activity
New Position
0.13%
$315,000
5,976 shares@ $52.72 avg price
QCLNFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.13%
$314,000
8,744 shares@ $35.92 avg price
CATCaterpillar Inc
Recent Activity
New Position
0.12%
$299,000
766 shares@ $390.34 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
New Position
0.12%
$293,000
1,690 shares@ $173.38 avg price
CMCSAComcast Corp New
Recent Activity
New Position
0.12%
$292,000
6,992 shares@ $41.77 avg price
QCOMQualcomm Inc
Recent Activity
New Position
0.12%
$283,000
1,665 shares@ $169.97 avg price
FLGNew York Cmnty Bancorp Inc
Recent Activity
New Position
0.12%
$282,000
25,195 shares@ $11.2 avg price