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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.6B
$285 Million 0.03% of portfolio
4,480
Q2 2024 Added 100.27%
$0
$262 Million 0.03% of portfolio
5,042
Q2 2024 New
$55.6B
$249 Million 0.03% of portfolio
2,049
Q2 2024 New
$0
$297 Million 0.03% of portfolio
3,038
Q2 2024 New
$0
$222 Million 0.03% of portfolio
4,411
Q2 2024 New
$41.8B
$234 Million 0.03% of portfolio
3,009
Q2 2024 Reduced 1.6%
$0
$262 Million 0.03% of portfolio
2,800
Q2 2024 New
$0
$265 Million 0.03% of portfolio
16,863
Q2 2024 New
$36.8B
$301 Million 0.03% of portfolio
7,943
Q2 2024 Reduced 11.61%
$0
$302 Million 0.03% of portfolio
5,663
Q2 2024 Reduced 12.43%
$9.95B
$229 Million 0.03% of portfolio
513
Q2 2024 Added 10.32%
$42.6B
$239 Million 0.03% of portfolio
6,796
Q2 2024 Reduced 3.53%
$0
$279 Million 0.03% of portfolio
3,289
Q2 2024 Reduced 26.39%
$28.4B
$301 Million 0.03% of portfolio
3,248
Q2 2024 Reduced 10.92%
$1.61B
$281 Million 0.03% of portfolio
45,484
Q3 2023 New
Coherent Corp
-
$225 Million 0.03% of portfolio
-
Q2 2024 New
$72.4B
$284 Million 0.03% of portfolio
4,916
Q2 2024 Reduced 33.92%
$5.28B
$225 Million 0.03% of portfolio
2,554
Q2 2024 New
$1.25B
$291 Million 0.03% of portfolio
3,527
Q4 2023 Added 42.51%
$74.8B
$256 Million 0.03% of portfolio
2,300
Q2 2024 Reduced 39.47%
$23.7B
$224 Million 0.03% of portfolio
7,443
Q2 2024 New
$431M
$302 Million 0.03% of portfolio
22,570
Q2 2024 Reduced 1.01%
$12.6B
$265 Million 0.03% of portfolio
702
Q2 2024 Reduced 0.99%
$0
$245 Million 0.03% of portfolio
8,297
Q2 2024 Added 0.57%
$16.6B
$247 Million 0.03% of portfolio
2,155
Q2 2024 Added 0.23%
-
$279 Million 0.03% of portfolio
-
Q2 2024 New
$58.2B
$236 Million 0.03% of portfolio
777
Q2 2024 Reduced 13.47%
$0
$293 Million 0.03% of portfolio
5,154
Q2 2024 Reduced 35.49%
$53.6B
$272 Million 0.03% of portfolio
1,949
Q2 2024 Reduced 43.46%
$0
$260 Million 0.03% of portfolio
8,226
Q2 2024 New
$4.12B
$201 Million 0.02% of portfolio
12,302
Q2 2024 New
$0
$219 Million 0.02% of portfolio
815
Q2 2024 Reduced 8.94%
$0
$214 Million 0.02% of portfolio
1,798
Q2 2024 New
$0
$220 Million 0.02% of portfolio
5,403
Q2 2024 New
$22.5B
$178 Million 0.02% of portfolio
13,425
Q2 2024 Reduced 14.35%
$0
$200 Million 0.02% of portfolio
4,278
Q2 2024 New
Owlet Inc
-
$145 Million 0.02% of portfolio
-
Q2 2024 Reduced 9.03%
$62.6B
$211 Million 0.02% of portfolio
3,804
Q2 2024 Added 16.9%
$24.6B
$161 Million 0.02% of portfolio
11,204
Q2 2024 Reduced 50.15%
$0
$222 Million 0.02% of portfolio
4,211
Q2 2024 New
$0
$213 Million 0.02% of portfolio
894
Q2 2024 New
$55.8B
$212 Million 0.02% of portfolio
19,841
Q2 2024 Added 13.83%
$0
$215 Million 0.02% of portfolio
1,000
Q2 2024 New
$9.34B
$144 Million 0.02% of portfolio
37,115
Q2 2024 Reduced 90.39%
$0
$203 Million 0.02% of portfolio
3,338
Q2 2024 New
$0
$208 Million 0.02% of portfolio
4,054
Q2 2024 New
$43.3B
$215 Million 0.02% of portfolio
1,260
Q2 2024 Reduced 39.16%
$10.3B
$196 Million 0.02% of portfolio
12,373
Q2 2024 New
$0
$201 Million 0.02% of portfolio
5,050
Q2 2024 New

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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