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
$102B
$3.19 Billion 0.36% of portfolio
1,794
Q2 2024 Reduced 11.01%
$222B
$3.15 Billion 0.35% of portfolio
46,540
Q2 2024 Reduced 13.79%
$3.49B
$3.01 Billion 0.34% of portfolio
137,582
Q2 2024 New
$0
$2.9 Billion 0.33% of portfolio
5,578
Q2 2024 Added 33.7%
$284B
$2.92 Billion 0.33% of portfolio
42,827
Q2 2024 Reduced 5.62%
$72.4B
$2.94 Billion 0.33% of portfolio
18,129
Q2 2024 Reduced 8.68%
$299B
$2.83 Billion 0.32% of portfolio
11,836
Q2 2024 Added 403.45%
$72.6B
$2.8 Billion 0.32% of portfolio
19,740
Q2 2024 Added 860.58%
$0
$2.89 Billion 0.32% of portfolio
36,531
Q2 2024 Added 27.63%
$202B
$2.85 Billion 0.32% of portfolio
12,607
Q2 2024 Reduced 10.64%
$217B
$2.79 Billion 0.31% of portfolio
10,385
Q2 2024 Reduced 8.9%
$0
$2.77 Billion 0.31% of portfolio
18,183
Q2 2024 Added 0.7%
$130B
$2.64 Billion 0.3% of portfolio
25,251
Q2 2024 Added 13.36%
$0
$2.66 Billion 0.3% of portfolio
40,945
Q2 2024 Added 5.96%
$0
$2.7 Billion 0.3% of portfolio
42,595
Q2 2024 Reduced 7.08%
$109B
$2.58 Billion 0.29% of portfolio
8,786
Q2 2024 Reduced 1.01%
$0
$2.53 Billion 0.28% of portfolio
23,460
Q2 2024 Reduced 0.06%
$0
$2.53 Billion 0.28% of portfolio
89,146
Q2 2024 New
$160B
$2.51 Billion 0.28% of portfolio
84,257
Q2 2024 Reduced 0.02%
$291B
$2.45 Billion 0.28% of portfolio
16,963
Q2 2024 Reduced 12.9%
$226B
$2.39 Billion 0.27% of portfolio
4,692
Q2 2024 Added 10.58%
$0
$2.42 Billion 0.27% of portfolio
4,612
Q2 2024 Reduced 25.35%
$205B
$2.43 Billion 0.27% of portfolio
7,677
Q2 2024 Reduced 0.44%
$0
$2.27 Billion 0.26% of portfolio
55,627
Q2 2024 Reduced 31.78%
$202B
$2.29 Billion 0.26% of portfolio
24,820
Q2 2024 Added 98.94%
$0
$2.29 Billion 0.26% of portfolio
20,181
Q2 2024 Added 12.87%
$0
$2.3 Billion 0.26% of portfolio
20,833
Q2 2024 New
$156B
$2.21 Billion 0.25% of portfolio
28,806
Q2 2024 Added 5.9%
$88.8B
$2.19 Billion 0.25% of portfolio
164,896
Q2 2024 Reduced 40.3%
$0
$2.21 Billion 0.25% of portfolio
39,891
Q2 2024 Reduced 2.42%
$0
$2.25 Billion 0.25% of portfolio
39,851
Q2 2024 Added 11.49%
$143B
$2.15 Billion 0.24% of portfolio
3,950
Q2 2024 Reduced 8.69%
$0
$2.15 Billion 0.24% of portfolio
69,113
Q2 2024 Added 8.51%
Amplify ETF Tr
-
$2.1 Billion 0.24% of portfolio
-
Q2 2024 New
$176B
$2.16 Billion 0.24% of portfolio
3,580
Q2 2024 Added 27.72%
$0
$2.06 Billion 0.23% of portfolio
9,647
Q2 2024 Added 22.47%
$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%
$0
$1.95 Billion 0.22% of portfolio
33,616
Q2 2024 Added 10.58%
$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%
$0
$1.88 Billion 0.21% of portfolio
31,376
Q2 2024 New
$0
$1.89 Billion 0.21% of portfolio
12,898
Q2 2024 Added 27.32%
$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%
$0
$1.8 Billion 0.2% of portfolio
3,492
Q2 2024 Reduced 28.35%
Ishares Bitcoin Tr
-
$1.74 Billion 0.2% of portfolio
-
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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