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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.67B
$776 Million 0.08% of portfolio
12,449
Q4 2024 Added 30.33%
$5.27B
$755 Million 0.08% of portfolio
49,927
Q4 2024 Added 3.34%
$4.48B
$712 Million 0.07% of portfolio
13,158
Q4 2024 New
$3.16B
$616 Million 0.06% of portfolio
2,127
Q4 2024 Reduced 36.64%
$5.89B
$246 Million 0.03% of portfolio
2,545
Q4 2024 New
$4.67B
$301 Million 0.03% of portfolio
1,500
Q3 2024 New
$5.51B
$318 Million 0.03% of portfolio
5,077
Q4 2024 Added 4.49%
$6.17B
$291 Million 0.03% of portfolio
12,775
Q1 2024 New
$7.41B
$286 Million 0.03% of portfolio
4,880
Q4 2024 Added 4.68%
$5.95B
$290 Million 0.03% of portfolio
1,835
Q4 2024 Reduced 0.54%
$4.11B
$216 Million 0.02% of portfolio
7,371
Q4 2024 New
$7.42B
$168 Million 0.02% of portfolio
38,620
Q4 2024 Added 0.41%
$6.12B
$199 Million 0.02% of portfolio
10,512
Q4 2024 Reduced 31.1%
$4.3B
$212 Million 0.02% of portfolio
8,504
Q4 2024 Reduced 51.46%
$7.17B
$234 Million 0.02% of portfolio
13,413
Q4 2024 New
$4.74B
$145 Million 0.02% of portfolio
20,890
Q4 2024 Reduced 54.37%
$4.1B
$207 Million 0.02% of portfolio
11,283
Q4 2024 Added 11.31%
$5.75B
$113 Million 0.01% of portfolio
12,232
Q4 2024 Reduced 7.22%
$3.2B
$128 Million 0.01% of portfolio
14,739
Q4 2024 Reduced 15.78%
$5.55B
$36.4 Million 0.0% of portfolio
12,069
Q4 2024 Reduced 24.64%

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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