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
$2.27B
$551 Million 0.06% of portfolio
23,398
Q2 2024 Added 39.41%
$0
$473 Million 0.05% of portfolio
9,007
Q2 2024 New
$29.7B
$483 Million 0.05% of portfolio
2,335
Q2 2024 Reduced 10.47%
$34.6B
$437 Million 0.05% of portfolio
7,533
Q2 2024 Added 7.92%
$110B
$405 Million 0.05% of portfolio
1,873
Q2 2024 Added 6.66%
$85.6B
$412 Million 0.05% of portfolio
1,947
Q2 2024 Reduced 23.77%
$0
$408 Million 0.05% of portfolio
5,834
Q2 2024 Added 8.12%
$30.6B
$469 Million 0.05% of portfolio
8,366
Q2 2024 New
$120B
$420 Million 0.05% of portfolio
3,955
Q2 2024 New
$35.9B
$408 Million 0.05% of portfolio
195,061
Q2 2024 Added 672.73%
$59.3B
$407 Million 0.05% of portfolio
3,088
Q2 2024 Added 13.32%
$51.1B
$461 Million 0.05% of portfolio
3,698
Q2 2024 Reduced 14.02%
$17.8B
$460 Million 0.05% of portfolio
11,638
Q2 2024 Added 0.2%
$22.5B
$456 Million 0.05% of portfolio
2,346
Q2 2024 Added 14.11%
$112B
$454 Million 0.05% of portfolio
6,150
Q2 2024 Reduced 31.93%
$0
$459 Million 0.05% of portfolio
13,826
Q2 2024 New
$72.5B
$418 Million 0.05% of portfolio
346
Q2 2024 Added 31.56%
$4.96B
$425 Million 0.05% of portfolio
5,798
Q2 2024 New
$78B
$415 Million 0.05% of portfolio
1,682
Q2 2024 New
$0
$480 Million 0.05% of portfolio
13,590
Q2 2024 New
$18.7B
$406 Million 0.05% of portfolio
5,868
Q2 2024 Added 22.15%
$77.3B
$432 Million 0.05% of portfolio
12,357
Q2 2024 Added 49.98%
$0
$408 Million 0.05% of portfolio
2,385
Q2 2024 Reduced 10.91%
$6.58B
$423 Million 0.05% of portfolio
46,165
Q2 2024 Reduced 17.2%
$0
$417 Million 0.05% of portfolio
17,433
Q2 2024 New
$0
$437 Million 0.05% of portfolio
7,096
Q2 2024 Reduced 68.69%
$0
$401 Million 0.05% of portfolio
7,310
Q2 2024 Added 37.66%
$0
$478 Million 0.05% of portfolio
4,414
Q2 2024 New
$0
$488 Million 0.05% of portfolio
4,880
Q2 2024 New
$70.6B
$414 Million 0.05% of portfolio
3,360
Q2 2024 Reduced 29.34%
$63.3B
$408 Million 0.05% of portfolio
14,647
Q2 2024 Added 20.23%
$71.5B
$433 Million 0.05% of portfolio
3,475
Q2 2024 Added 19.29%
$0
$485 Million 0.05% of portfolio
20,528
Q2 2024 Added 25.16%
$43.7B
$456 Million 0.05% of portfolio
8,879
Q2 2024 Added 61.11%
$0
$407 Million 0.05% of portfolio
15,163
Q2 2024 Reduced 64.92%
$81.8B
$452 Million 0.05% of portfolio
12,118
Q2 2024 Added 21.2%
$98.8B
$451 Million 0.05% of portfolio
862
Q2 2024 Reduced 0.81%
$0
$467 Million 0.05% of portfolio
8,973
Q2 2024 Reduced 11.68%
$0
$481 Million 0.05% of portfolio
2,764
Q2 2024 Reduced 13.33%
$29.6B
$398 Million 0.04% of portfolio
11,725
Q2 2024 Reduced 12.65%
$49.5B
$393 Million 0.04% of portfolio
39,497
Q2 2024 Reduced 86.53%
$80.9B
$348 Million 0.04% of portfolio
714
Q2 2024 Reduced 0.14%
Goldman Sachs ETF Tr
-
$392 Million 0.04% of portfolio
-
Q2 2024 Added 30.03%
$0
$358 Million 0.04% of portfolio
10,996
Q2 2024 Added 1.56%
$2.41B
$329 Million 0.04% of portfolio
251
Q2 2024 Reduced 2.71%
$22.1B
$395 Million 0.04% of portfolio
4,797
Q2 2024 Reduced 19.07%
$37.5B
$364 Million 0.04% of portfolio
3,472
Q2 2024 Reduced 19.56%
$76.7B
$363 Million 0.04% of portfolio
1,117
Q2 2024 Added 38.24%
$32.3B
$338 Million 0.04% of portfolio
4,102
Q2 2024 Reduced 41.34%

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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