Insigneo Advisory Services, LLC Portfolio Holdings

Insigneo Advisory Services, LLC

  • $992 Billion
  • Q3 2024

Insigneo Advisory Services, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $992 Billion distributed in 636 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $92.2B, Amazon Com Inc with a value of $37.4B, Microsoft Corp with a value of $36.8B, Spdr S&P 500 ETF Trust with a value of $36.7B, and Nvidia Corp with a value of $35.4B.

Examining the 13F form we can see an increase of $103B in the current position value, from $888B to 992B.

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 $992 Billion
ETFs: $299 Billion
Technology: $227 Billion
Financial Services: $104 Billion
Consumer Cyclical: $77.7 Billion
Industrials: $72.5 Billion
Communication Services: $65.7 Billion
Healthcare: $48.4 Billion
Consumer Defensive: $26.1 Billion
Other: $44.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.11T
$92.2 Billion 9.3% of portfolio
395,896
Q3 2024 Reduced 2.35%
$2.28T
$37.4 Billion 3.77% of portfolio
200,669
Q3 2024 Reduced 2.29%
$3.21T
$36.8 Billion 3.71% of portfolio
85,508
Q3 2024 Reduced 3.78%
$0
$36.7 Billion 3.7% of portfolio
63,887
Q3 2024 Added 8.08%
$341B
$35.4 Billion 3.57% of portfolio
291,618
Q3 2024 Reduced 6.07%
$86.6B
$27.7 Billion 2.79% of portfolio
71,254
Q3 2024 Reduced 0.15%
$595B
$25.4 Billion 2.56% of portfolio
55,238
Q3 2024 Added 3.32%
$1.36T
$21.7 Billion 2.19% of portfolio
37,974
Q3 2024 Reduced 4.77%
$1.17T
$16 Billion 1.61% of portfolio
96,319
Q3 2024 Added 1.1%
$83.3B
$15.9 Billion 1.6% of portfolio
65,274
Q3 2024 Added 14.66%
$0
$14.2 Billion 1.43% of portfolio
29,147
Q3 2024 Added 9.04%
$0
$11.8 Billion 1.19% of portfolio
22,333
Q3 2024 Reduced 3.17%
$1.36T
$10.8 Billion 1.09% of portfolio
41,188
Q3 2024 Reduced 1.52%
$1.18T
$10.2 Billion 1.03% of portfolio
60,871
Q3 2024 Reduced 4.94%
$14B
$9.87 Billion 1.0% of portfolio
347,342
Q3 2024 Added 34.27%
$0
$7.79 Billion 0.79% of portfolio
76,883
Q3 2024 Added 7.01%
$521B
$6.91 Billion 0.7% of portfolio
25,114
Q3 2024 Added 3.55%
$508B
$6.15 Billion 0.62% of portfolio
12,451
Q3 2024 Reduced 9.7%
$744B
$5.82 Billion 0.59% of portfolio
6,570
Q3 2024 Reduced 6.14%
$477B
$5.72 Billion 0.58% of portfolio
9,777
Q3 2024 Reduced 10.22%
$444B
$5.5 Billion 0.55% of portfolio
46,904
Q3 2024 Reduced 1.08%
$0
$5.5 Billion 0.55% of portfolio
31,482
Q3 2024 Added 1.17%
$123B
$5.32 Billion 0.54% of portfolio
34,718
Q3 2024 Added 1.59%
$404B
$5.23 Billion 0.53% of portfolio
7,367
Q3 2024 Reduced 10.49%
$154B
$5.19 Billion 0.52% of portfolio
25,111
Q3 2024 Reduced 2.45%
$0
$4.89 Billion 0.49% of portfolio
17,262
Q3 2024 Reduced 5.68%
$0
$4.83 Billion 0.49% of portfolio
81,186
Q3 2024 Reduced 47.07%
$11.6B
$4.76 Billion 0.48% of portfolio
32,664
Q3 2024 Reduced 0.56%
$0
$4.75 Billion 0.48% of portfolio
26,510
Q3 2024 Reduced 5.28%
$0
$4.68 Billion 0.47% of portfolio
20,714
Q3 2024 Added 23.34%
$0
$4.51 Billion 0.45% of portfolio
98,343
Q3 2024 Reduced 10.78%
$0
$4.48 Billion 0.45% of portfolio
10,592
Q3 2024 Reduced 5.49%
$416B
$4.45 Billion 0.45% of portfolio
5,023
Q3 2024 Reduced 6.72%
$356B
$4.47 Billion 0.45% of portfolio
112,700
Q3 2024 Reduced 2.37%
$203B
$4.26 Billion 0.43% of portfolio
44,253
Q3 2024 Added 5.1%
$402B
$4.28 Billion 0.43% of portfolio
10,550
Q3 2024 Reduced 1.88%
$0
$4.24 Billion 0.43% of portfolio
7,350
Q3 2024 Added 31.77%
$0
$4.26 Billion 0.43% of portfolio
48,511
Q3 2024 Added 1.23%
$202B
$4.28 Billion 0.43% of portfolio
26,101
Q3 2024 Reduced 0.61%
$411B
$4.15 Billion 0.42% of portfolio
6
Q2 2024 Reduced 40.0%
$249B
$4.09 Billion 0.41% of portfolio
50,604
Q3 2024 Added 8.73%
$315B
$4.01 Billion 0.4% of portfolio
20,282
Q3 2024 Reduced 10.5%
$0
$3.86 Billion 0.39% of portfolio
34,897
Q3 2024 Added 0.17%
$379B
$3.74 Billion 0.38% of portfolio
23,090
Q3 2024 Added 8.88%
$97.9B
$3.75 Billion 0.38% of portfolio
21,713
Q3 2024 Added 9.99%
$0
$3.79 Billion 0.38% of portfolio
17,145
Q3 2024 Added 4.36%
$86.9B
$3.58 Billion 0.36% of portfolio
1,743
Q3 2024 Reduced 2.84%
$0
$3.53 Billion 0.36% of portfolio
248,500
Q3 2024 Reduced 0.45%
$36.9B
$3.49 Billion 0.35% of portfolio
35,548
Q3 2024 Reduced 4.0%

Summary

  • Portfolio
  • No. of Stocks 636
  • Current Value $992 Billion
  • Prior Value $888 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 76 stocks
  • Additional Purchases 221 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 252 stocks
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