Insigneo Advisory Services, LLC Portfolio Holdings

Insigneo Advisory Services, LLC

  • $968 Billion
  • Q4 2024

Insigneo Advisory Services, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $968 Billion distributed in 626 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $94.6B, Spdr S&P 500 ETF Trust with a value of $42.1B, Amazon Com Inc with a value of $42.1B, Nvidia Corp with a value of $38.6B, and Microsoft Corp with a value of $34.3B.

Examining the 13F form we can see an decrease of $23.4B in the current position value, from $992B to 968B.

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 $968 Billion
ETFs: $304 Billion
Technology: $226 Billion
Financial Services: $103 Billion
Consumer Cyclical: $80.8 Billion
Communication Services: $67 Billion
Industrials: $63.6 Billion
Healthcare: $33.7 Billion
Energy: $22 Billion
Other: $34.8 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.1 Billion 4.35% of portfolio
71,845
Q4 2024 Added 12.46%
$0
$16.1 Billion 1.67% of portfolio
31,577
Q4 2024 Added 8.34%
$91.9B
$15.1 Billion 1.56% of portfolio
62,301
Q4 2024 Reduced 4.55%
$15.4B
$10.5 Billion 1.08% of portfolio
397,160
Q4 2024 Added 14.34%
$0
$9.51 Billion 0.98% of portfolio
17,645
Q4 2024 Reduced 20.99%
$0
$7 Billion 0.72% of portfolio
72,247
Q4 2024 Reduced 6.03%
$0
$6.86 Billion 0.71% of portfolio
11,661
Q4 2024 Added 58.65%
$0
$6.57 Billion 0.68% of portfolio
37,485
Q4 2024 Added 41.4%
$0
$5.76 Billion 0.59% of portfolio
34,022
Q4 2024 Added 8.07%
$0
$4.89 Billion 0.51% of portfolio
16,888
Q4 2024 Reduced 2.17%
$0
$4.92 Billion 0.51% of portfolio
22,280
Q4 2024 Added 29.95%
$0
$4.81 Billion 0.5% of portfolio
11,309
Q4 2024 Added 6.77%
$0
$4.23 Billion 0.44% of portfolio
155,006
Q4 2024 Added 285.74%
$0
$3.98 Billion 0.41% of portfolio
36,150
Q4 2024 Added 3.59%
$0
$4.01 Billion 0.41% of portfolio
46,770
Q4 2024 Reduced 3.59%
$0
$3.69 Billion 0.38% of portfolio
76,312
Q4 2024 Added 30.92%
$0
$3.26 Billion 0.34% of portfolio
113,671
Q4 2024 Added 9.67%
$0
$3.2 Billion 0.33% of portfolio
55,589
Q4 2024 Reduced 31.53%
$3.53B
$2.88 Billion 0.3% of portfolio
134,779
Q4 2024 Reduced 1.17%
$0
$2.94 Billion 0.3% of portfolio
18,174
Q4 2024 Added 0.26%
$0
$2.8 Billion 0.29% of portfolio
26,201
Q4 2024 Added 5.5%
$0
$2.79 Billion 0.29% of portfolio
23,710
Q3 2024 Added 1.07%
$0
$2.77 Billion 0.29% of portfolio
25,965
Q4 2024 Reduced 10.9%
$0
$2.75 Billion 0.28% of portfolio
46,739
Q4 2024 Added 21.5%
$0
$2.74 Billion 0.28% of portfolio
19,909
Q4 2024 Added 37.9%
$0
$2.65 Billion 0.27% of portfolio
6,467
Q4 2024 Added 1.4%
$0
$2.65 Billion 0.27% of portfolio
4,649
Q4 2024 Added 2.09%
$0
$2.49 Billion 0.26% of portfolio
37,055
Q4 2024 Reduced 7.0%
$0
$2.48 Billion 0.26% of portfolio
58,237
Q4 2024 Added 17.6%
$0
$2.46 Billion 0.25% of portfolio
48,556
Q4 2024 Added 9.3%
$0
$2.35 Billion 0.24% of portfolio
39,376
Q4 2024 Added 25.5%
$0
$2.31 Billion 0.24% of portfolio
9,552
Q4 2024 Reduced 19.31%
$0
$2.34 Billion 0.24% of portfolio
74,448
Q4 2024 Added 4.71%
$0
$2.25 Billion 0.23% of portfolio
53,685
Q4 2024 Reduced 45.41%
$0
$2.21 Billion 0.23% of portfolio
9,509
Q4 2024 Reduced 54.09%
$0
$2.11 Billion 0.22% of portfolio
33,177
Q4 2024 Reduced 12.61%
$0
$2.16 Billion 0.22% of portfolio
37,703
Q4 2024 Reduced 5.34%
$0
$2.07 Billion 0.21% of portfolio
23,724
Q4 2024 Reduced 11.84%
$0
$1.9 Billion 0.2% of portfolio
62,524
Q4 2024 Added 9.53%
$0
$1.81 Billion 0.19% of portfolio
42,512
Q4 2024 New
$0
$1.81 Billion 0.19% of portfolio
25,209
Q4 2024 Reduced 6.82%
$0
$1.87 Billion 0.19% of portfolio
32,056
Q4 2024 Added 9.43%
$0
$1.81 Billion 0.19% of portfolio
33,533
Q4 2024 Reduced 12.97%
$0
$1.72 Billion 0.18% of portfolio
40,259
Q4 2024 Reduced 5.26%
$0
$1.77 Billion 0.18% of portfolio
13,774
Q4 2024 Reduced 31.82%
$0
$1.72 Billion 0.18% of portfolio
5,014
Q4 2024 Reduced 35.73%
$0
$1.72 Billion 0.18% of portfolio
22,012
Q4 2024 Added 15.66%
$0
$1.61 Billion 0.17% of portfolio
18,063
Q4 2024 Reduced 4.8%
$0
$1.65 Billion 0.17% of portfolio
14,053
Q4 2024 Added 43.68%

Summary

  • Portfolio
  • No. of Stocks 626
  • Current Value $968 Billion
  • Prior Value $992 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 78 stocks
  • Additional Purchases 190 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 299 stocks
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