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 Companies Only

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%
$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%
$1.04T
$10.3 Billion 1.16% of portfolio
64,035
Q2 2024 Reduced 4.29%
$819B
$8.32 Billion 0.94% of portfolio
41,823
Q2 2024 Reduced 5.61%
$654B
$6.88 Billion 0.77% of portfolio
35,285
Q2 2024 Reduced 10.23%
$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%
$338B
$4.93 Billion 0.55% of portfolio
8,230
Q2 2024 Added 10.56%
$120B
$4.43 Billion 0.5% of portfolio
34,174
Q2 2024 Added 4.44%
$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%
$335B
$4.18 Billion 0.47% of portfolio
22,662
Q2 2024 Reduced 1.15%
$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%
$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%
$39.2B
$3.22 Billion 0.36% of portfolio
37,031
Q2 2024 Added 2.66%
$102B
$3.19 Billion 0.36% of portfolio
1,794
Q2 2024 Reduced 11.01%
$222B
$3.15 Billion 0.35% of portfolio
46,540
Q2 2024 Reduced 13.79%
$284B
$2.92 Billion 0.33% of portfolio
42,827
Q2 2024 Reduced 5.62%
$72.4B
$2.94 Billion 0.33% of portfolio
18,129
Q2 2024 Reduced 8.68%
$299B
$2.83 Billion 0.32% of portfolio
11,836
Q2 2024 Added 403.45%
$72.6B
$2.8 Billion 0.32% of portfolio
19,740
Q2 2024 Added 860.58%
$202B
$2.85 Billion 0.32% of portfolio
12,607
Q2 2024 Reduced 10.64%
$217B
$2.79 Billion 0.31% of portfolio
10,385
Q2 2024 Reduced 8.9%
$130B
$2.64 Billion 0.3% of portfolio
25,251
Q2 2024 Added 13.36%
$109B
$2.58 Billion 0.29% of portfolio
8,786
Q2 2024 Reduced 1.01%
$263B
$2.54 Billion 0.29% of portfolio
22,577
Q2 2024 Reduced 15.76%
$160B
$2.51 Billion 0.28% of portfolio
84,257
Q2 2024 Reduced 0.02%
$291B
$2.45 Billion 0.28% of portfolio
16,963
Q2 2024 Reduced 12.9%
$226B
$2.39 Billion 0.27% of portfolio
4,692
Q2 2024 Added 10.58%
$205B
$2.43 Billion 0.27% of portfolio
7,677
Q2 2024 Reduced 0.44%
$202B
$2.29 Billion 0.26% of portfolio
24,820
Q2 2024 Added 98.94%
$156B
$2.21 Billion 0.25% of portfolio
28,806
Q2 2024 Added 5.9%
$88.8B
$2.19 Billion 0.25% of portfolio
164,896
Q2 2024 Reduced 40.3%
$143B
$2.15 Billion 0.24% of portfolio
3,950
Q2 2024 Reduced 8.69%

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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