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
$7.16B
$298 Million 0.03% of portfolio
12,775
Q1 2024 New
$13.7B
$287 Million 0.03% of portfolio
6,399
Q2 2024 Added 18.43%
$0
$271 Million 0.03% of portfolio
5,681
Q4 2023 Added 8.21%
$20.9B
$234 Million 0.03% of portfolio
2,532
Q2 2024 Added 16.79%
$56.3B
$254 Million 0.03% of portfolio
1,719
Q2 2024 Reduced 61.82%
$0
$244 Million 0.03% of portfolio
5,130
Q2 2024 Reduced 45.86%
$0
$228 Million 0.03% of portfolio
2,443
Q2 2024 Reduced 58.02%
$464M
$239 Million 0.03% of portfolio
119,300
Q2 2024 Reduced 5.46%
$0
$241 Million 0.03% of portfolio
1,840
Q2 2024 Added 0.55%
$82.5B
$257 Million 0.03% of portfolio
334
Q2 2024 Reduced 33.99%
$37.6B
$295 Million 0.03% of portfolio
3,957
Q2 2024 Added 1.98%
$0
$250 Million 0.03% of portfolio
1,147
Q1 2024 Reduced 1.21%
Ge Vernova Inc
-
$275 Million 0.03% of portfolio
-
Q2 2024 New
$41B
$301 Million 0.03% of portfolio
658
Q2 2024 Added 8.58%
$0
$238 Million 0.03% of portfolio
9,897
Q2 2024 New
$0
$297 Million 0.03% of portfolio
11,341
Q1 2024 Added 6.29%
$0
$272 Million 0.03% of portfolio
10,899
Q2 2024 Reduced 15.39%
$0
$228 Million 0.03% of portfolio
13,156
Q2 2024 Reduced 30.01%
$15.7B
$304 Million 0.03% of portfolio
658
Q2 2024 Added 2.49%
$0
$224 Million 0.03% of portfolio
31,681
Q2 2024 New
-
$264 Million 0.03% of portfolio
-
Q2 2024 Added 4.51%
$0
$258 Million 0.03% of portfolio
7,890
Q2 2024 Reduced 19.16%
$0
$227 Million 0.03% of portfolio
8,127
Q2 2024 Added 0.11%
$0
$226 Million 0.03% of portfolio
13,700
Q2 2024 Reduced 17.96%
$19.9B
$231 Million 0.03% of portfolio
728
Q2 2024 New
$41B
$300 Million 0.03% of portfolio
5,140
Q2 2024 Added 103.08%
$0
$296 Million 0.03% of portfolio
5,925
Q2 2024 New
Amplify ETF Tr
-
$253 Million 0.03% of portfolio
-
Q2 2024 Added 0.76%
$24.9B
$240 Million 0.03% of portfolio
5,419
Q2 2024 New
$2.83B
$241 Million 0.03% of portfolio
30,750
Q2 2024 Reduced 36.74%
$53.1B
$247 Million 0.03% of portfolio
1,096
Q2 2024 Reduced 45.23%
$16.7B
$239 Million 0.03% of portfolio
1,866
Q2 2024 New
$11.5B
$256 Million 0.03% of portfolio
601
Q2 2024 Reduced 27.15%
$27B
$232 Million 0.03% of portfolio
510
Q2 2024 Added 24.09%
$5.26B
$286 Million 0.03% of portfolio
4,687
Q2 2024 Added 35.35%
$10.2B
$297 Million 0.03% of portfolio
14,341
Q2 2024 Reduced 25.64%
$0
$306 Million 0.03% of portfolio
20,380
Q2 2024 Added 2.26%
United Sts Nat Gas Fd LP
-
$310 Million 0.03% of portfolio
-
Q2 2024 New
$40B
$310 Million 0.03% of portfolio
7,272
Q2 2024 New
$55.5B
$244 Million 0.03% of portfolio
257
Q2 2024 Added 25.37%
$0
$233 Million 0.03% of portfolio
8,423
Q2 2024 Reduced 15.04%
$0
$266 Million 0.03% of portfolio
7,328
Q2 2024 Reduced 13.52%
$16.6B
$309 Million 0.03% of portfolio
2,232
Q2 2024 Reduced 36.72%
$0
$237 Million 0.03% of portfolio
1,979
Q2 2024 Reduced 2.03%
$20.2B
$276 Million 0.03% of portfolio
4,280
Q2 2024 Added 8.14%
$47.7B
$263 Million 0.03% of portfolio
4,234
Q2 2024 Reduced 8.79%
$0
$227 Million 0.03% of portfolio
2,420
Q2 2024 Reduced 21.15%
$0
$300 Million 0.03% of portfolio
4,275
Q2 2024 Reduced 24.92%
$0
$233 Million 0.03% of portfolio
9,989
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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