test

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
CVXChevron Corp New
Recent Activity
Increased 9.73%
0.43%
$1.081M
7,346 shares@ $147.16 avg price
ITOTIshares Tr
Recent Activity
Increased 207.37%
0.42%
$1.059M
8,434 shares@ $125.57 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 12.1%
0.42%
$1.053M
6,350 shares@ $165.83 avg price
GDXVaneck Etf Trust
Recent Activity
Increased 150.08%
0.41%
$1.023M
25,703 shares@ $39.81 avg price
JPMJpmorgan Chase &co
Recent Activity
Increased 100.6%
0.4%
$998,000
4,734 shares@ $210.82 avg price
SDYSpdr Ser Tr
Recent Activity
Increased 0.12%
0.39%
$975,000
6,869 shares@ $141.95 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 9.71%
0.39%
$971,000
1,661 shares@ $584.59 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 2.48%
0.38%
$953,000
2,072 shares@ $459.95 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 0.36%
0.38%
$953,000
1,673 shares@ $569.64 avg price
GOOGAlphabet Inc
Recent Activity
Increased 91.67%
0.38%
$945,000
5,654 shares@ $167.14 avg price