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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
ORealty Income Corp
Recent Activity
New Position
0.11%
$270,000
4,269 shares@ $63.25 avg price
IWFIshares Tr
Recent Activity
New Position
0.11%
$269,000
717 shares@ $375.18 avg price
GSGoldman Sachs Group Inc
Recent Activity
New Position
0.11%
$268,000
542 shares@ $494.47 avg price
XLKSelect Sector Spdr Tr
Recent Activity
New Position
0.11%
$263,000
1,165 shares@ $225.76 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
New Position
0.1%
$251,000
2,368 shares@ $106.0 avg price
GPCGenuine Parts Co
Recent Activity
New Position
0.1%
$246,000
1,766 shares@ $139.3 avg price
VALEVale S A
Recent Activity
New Position
0.1%
$246,000
21,136 shares@ $11.64 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.1%
$241,000
254 shares@ $948.82 avg price
JAAAJanus Detroit Str Tr
Recent Activity
New Position
0.1%
$241,000
4,745 shares@ $50.8 avg price
WMBWilliams Cos Inc
Recent Activity
New Position
0.1%
$236,000
5,184 shares@ $45.53 avg price