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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
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 156.31%
0.55%
$1.385M
3,273 shares@ $423.16 avg price
PTBDPacer Fds Tr
Recent Activity
Increased 3.28%
0.54%
$1.366M
66,229 shares@ $20.63 avg price
BILSpdr Ser Tr
Recent Activity
New Position
0.51%
$1.278M
13,929 shares@ $91.76 avg price
EFAIshares Tr
Recent Activity
Decreased -0.31%
0.48%
$1.215M
14,537 shares@ $83.58 avg price
CEGConstellation Energy Corp
Recent Activity
Decreased -1.4%
0.47%
$1.182M
4,546 shares@ $260.01 avg price
XLESelect Sector Spdr Tr
Recent Activity
New Position
0.47%
$1.171M
13,343 shares@ $87.77 avg price
ABBVAbbvie Inc
Recent Activity
Increased 15.8%
0.45%
$1.136M
5,756 shares@ $197.36 avg price
HASIHa Sustainable Infra Cap Inc
Recent Activity
Decreased -3.96%
0.44%
$1.117M
32,433 shares@ $34.45 avg price
EEMIshares Tr
Recent Activity
Increased 9.51%
0.44%
$1.105M
24,103 shares@ $45.85 avg price
DFAXDimensional Etf Trust
Recent Activity
Increased 0.86%
0.43%
$1.089M
40,354 shares@ $26.99 avg price