Insigneo Advisory Services, LLC Portfolio Holdings

Insigneo Advisory Services, LLC

  • $888 Billion
  • Q2 2024

Insigneo Advisory Services, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $888 Billion distributed in 589 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $84.8B, Microsoft Corp with a value of $35.1B, Amazon Com Inc with a value of $33.1B, Nvidia Corp with a value of $31.2B, and Spdr S&P 500 ETF Trust with a value of $30.6B.

Examining the 13F form we can see an increase of $46.7B in the current position value, from $842B to 888B.

Insigneo Advisory Services, LLC is based out at Miami, FL

Below you can find more details about Insigneo Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $888 Billion
ETFs: $266 Billion
Technology: $205 Billion
Financial Services: $94 Billion
Consumer Cyclical: $67.4 Billion
Industrials: $62.4 Billion
Communication Services: $60.4 Billion
Healthcare: $47.5 Billion
Consumer Defensive: $24.8 Billion
Other: $40.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.76T
$84.8 Billion 9.55% of portfolio
405,429
Q2 2024 Reduced 0.34%
$3.22T
$35.1 Billion 3.95% of portfolio
88,870
Q2 2024 Reduced 0.92%
$1.94T
$33.1 Billion 3.72% of portfolio
205,371
Q2 2024 Reduced 4.83%
$352B
$31.2 Billion 3.51% of portfolio
310,461
Q2 2024 Added 1,000.46%
$0
$30.6 Billion 3.44% of portfolio
59,109
Q2 2024 Reduced 25.11%
$90.5B
$22.4 Billion 2.52% of portfolio
71,363
Q2 2024 Added 0.08%
$592B
$22.1 Billion 2.49% of portfolio
53,465
Q2 2024 Reduced 6.44%
$1.33T
$19 Billion 2.14% of portfolio
39,878
Q2 2024 Added 5.91%
$1.02T
$15.2 Billion 1.71% of portfolio
95,274
Q2 2024 Added 1.4%
$88.4B
$12.7 Billion 1.43% of portfolio
56,928
Q2 2024 New
$0
$11.6 Billion 1.31% of portfolio
26,731
Q2 2024 Reduced 31.21%
$0
$11 Billion 1.23% of portfolio
23,064
Q2 2024 Added 13.19%
$1.04T
$10.3 Billion 1.16% of portfolio
64,035
Q2 2024 Reduced 4.29%
$0
$8.43 Billion 0.95% of portfolio
153,371
Q2 2024 Reduced 17.73%
$819B
$8.32 Billion 0.94% of portfolio
41,823
Q2 2024 Reduced 5.61%
$0
$7.2 Billion 0.81% of portfolio
71,846
Q2 2024 New
$0
$6.59 Billion 0.74% of portfolio
132,617
Q2 2024 Added 499.18%
$16.5B
$6.43 Billion 0.72% of portfolio
258,695
Q2 2024 New
$461B
$6.22 Billion 0.7% of portfolio
24,253
Q2 2024 Added 8.5%
$526B
$6.21 Billion 0.7% of portfolio
10,890
Q2 2024 Added 8.98%
$483B
$6.09 Billion 0.69% of portfolio
13,789
Q2 2024 Added 6.07%
$859B
$5.43 Billion 0.61% of portfolio
7,000
Q2 2024 Added 14.9%
$489B
$5.44 Billion 0.61% of portfolio
47,418
Q2 2024 Added 12.53%
$138B
$5.14 Billion 0.58% of portfolio
25,742
Q2 2024 Added 2.22%
$0
$4.98 Billion 0.56% of portfolio
31,118
Q2 2024 Added 0.0%
$338B
$4.93 Billion 0.55% of portfolio
8,230
Q2 2024 Added 10.56%
$0
$4.67 Billion 0.53% of portfolio
18,302
Q2 2024 Added 15.48%
$0
$4.56 Billion 0.51% of portfolio
27,988
Q2 2024 Reduced 0.54%
$0
$4.46 Billion 0.5% of portfolio
110,222
Q2 2024 Reduced 32.91%
$120B
$4.43 Billion 0.5% of portfolio
34,174
Q2 2024 Added 4.44%
$0
$4.34 Billion 0.49% of portfolio
11,207
Q2 2024 Added 24.92%
$393B
$4.32 Billion 0.49% of portfolio
5,385
Q2 2024 Added 11.88%
$341B
$4.23 Billion 0.48% of portfolio
115,436
Q2 2024 Added 164.77%
$12.3B
$4.2 Billion 0.47% of portfolio
32,847
Q2 2024 Added 0.09%
$0
$4.14 Billion 0.47% of portfolio
47,922
Q2 2024 Reduced 0.96%
$335B
$4.18 Billion 0.47% of portfolio
22,662
Q2 2024 Reduced 1.15%
$0
$3.84 Billion 0.43% of portfolio
34,837
Q2 2024 New
$410B
$3.72 Billion 0.42% of portfolio
6
Q2 2024 Reduced 40.0%
$175B
$3.7 Billion 0.42% of portfolio
42,104
Q2 2024 Reduced 19.3%
$404B
$3.76 Billion 0.42% of portfolio
10,752
Q2 2024 Reduced 14.45%
$268B
$3.54 Billion 0.4% of portfolio
26,262
Q2 2024 Added 7.85%
$0
$3.4 Billion 0.38% of portfolio
34,450
Q2 2024 New
$419B
$3.42 Billion 0.38% of portfolio
21,206
Q2 2024 Reduced 13.33%
$0
$3.27 Billion 0.37% of portfolio
249,620
Q2 2024 New
$396B
$3.3 Billion 0.37% of portfolio
19,650
Q2 2024 Reduced 7.26%
$0
$3.32 Billion 0.37% of portfolio
16,794
Q2 2024 Added 64.31%
$0
$3.32 Billion 0.37% of portfolio
16,429
Q2 2024 Reduced 51.53%
$39.2B
$3.22 Billion 0.36% of portfolio
37,031
Q2 2024 Added 2.66%
$0
$3.19 Billion 0.36% of portfolio
29,284
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 589
  • Current Value $888 Billion
  • Prior Value $842 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 166 stocks
  • Additional Purchases 192 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 212 stocks
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