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
$176B
$2.16 Billion 0.24% of portfolio
3,580
Q2 2024 Added 27.72%
$231B
$2.07 Billion 0.23% of portfolio
11,887
Q2 2024 Reduced 12.52%
$215B
$2 Billion 0.23% of portfolio
3,345
Q2 2024 Added 6.36%
$132B
$1.94 Billion 0.22% of portfolio
17,809
Q2 2024 Added 9.57%
$125B
$1.93 Billion 0.22% of portfolio
34,314
Q2 2024 Reduced 14.27%
$192B
$1.87 Billion 0.21% of portfolio
2,393
Q2 2024 Added 29.21%
$284B
$1.87 Billion 0.21% of portfolio
2,282
Q2 2024 Added 13.14%
$264B
$1.9 Billion 0.21% of portfolio
24,724
Q2 2024 Reduced 33.07%
$158B
$1.75 Billion 0.2% of portfolio
92,416
Q2 2024 Reduced 15.35%
$180B
$1.75 Billion 0.2% of portfolio
15,156
Q2 2024 Reduced 22.11%
$229B
$1.71 Billion 0.19% of portfolio
5,441
Q2 2024 Reduced 9.09%
$177B
$1.65 Billion 0.19% of portfolio
9,116
Q2 2024 Reduced 1.94%
$189B
$1.72 Billion 0.19% of portfolio
9,393
Q2 2024 Reduced 3.02%
$95.7B
$1.67 Billion 0.19% of portfolio
31,937
Q2 2024 Added 4.06%
$204B
$1.67 Billion 0.19% of portfolio
14,749
Q2 2024 Reduced 27.38%
$163B
$1.65 Billion 0.19% of portfolio
6,974
Q2 2024 Added 337.52%
$182B
$1.63 Billion 0.18% of portfolio
3,729
Q2 2024 Added 14.07%
$119B
$1.61 Billion 0.18% of portfolio
5,961
Q2 2024 Reduced 9.98%
$121B
$1.6 Billion 0.18% of portfolio
21,959
Q2 2024 Added 27.7%
$232B
$1.63 Billion 0.18% of portfolio
23,305
Q2 2024 Reduced 38.69%
$174B
$1.63 Billion 0.18% of portfolio
41,028
Q2 2024 Reduced 21.2%
$468B
$1.57 Billion 0.18% of portfolio
12,306
Q2 2024 Added 1.31%
$1.02T
$1.54 Billion 0.17% of portfolio
10,435
Q2 2024 Added 27.27%
-
$1.52 Billion 0.17% of portfolio
-
Q2 2024 New
$0
$1.53 Billion 0.17% of portfolio
125,500
Q2 2024 New
$248B
$1.54 Billion 0.17% of portfolio
29,485
Q2 2024 Reduced 32.7%
$141B
$1.4 Billion 0.16% of portfolio
6,636
Q2 2024 Added 22.48%
$58.4B
$1.39 Billion 0.16% of portfolio
5,805
Q2 2024 Reduced 1.76%
$199B
$1.44 Billion 0.16% of portfolio
13,266
Q2 2024 Reduced 2.49%
$0
$1.29 Billion 0.15% of portfolio
138,652
Q2 2024 New
$253B
$1.35 Billion 0.15% of portfolio
10,693
Q2 2024 Added 1.02%
$179B
$1.31 Billion 0.15% of portfolio
2,843
Q2 2024 Reduced 4.53%
$92.9B
$1.33 Billion 0.15% of portfolio
22,047
Q2 2024 Added 11.3%
$185B
$1.33 Billion 0.15% of portfolio
33,936
Q2 2024 Reduced 16.73%
$98B
$1.35 Billion 0.15% of portfolio
10,687
Q2 2024 Reduced 3.42%
$169B
$1.26 Billion 0.14% of portfolio
3,864
Q2 2024 Added 31.7%
$177B
$1.25 Billion 0.14% of portfolio
4,627
Q2 2024 Reduced 6.15%
$68.1B
$1.21 Billion 0.14% of portfolio
9,050
Q2 2024 Reduced 13.53%
$123B
$1.29 Billion 0.14% of portfolio
3,735
Q2 2024 Reduced 15.33%
$67.1B
$1.14 Billion 0.13% of portfolio
4,857
Q2 2024 Added 11.02%
$66.8B
$1.2 Billion 0.13% of portfolio
5,391
Q2 2024 Added 29.31%
$1.68B
$1.12 Billion 0.13% of portfolio
21,549
Q2 2024 Added 6,146.09%
$69.9B
$1.15 Billion 0.13% of portfolio
4,132
Q2 2024 Added 10.48%
$88.1B
$1.12 Billion 0.13% of portfolio
10,083
Q2 2024 Reduced 2.57%
$99.4B
$1.13 Billion 0.13% of portfolio
1,059
Q2 2024 Added 11.24%
$91.2B
$1.16 Billion 0.13% of portfolio
6,951
Q2 2024 Reduced 17.73%
$1.66B
$1.18 Billion 0.13% of portfolio
47,601
Q2 2024 Added 495.01%
$157B
$1.19 Billion 0.13% of portfolio
20,354
Q2 2024 Reduced 4.83%
$90B
$1.05 Billion 0.12% of portfolio
31,752
Q2 2024 Added 0.58%

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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