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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$200B
$703 Million 0.07% of portfolio
167
Q3 2024 Reduced 35.02%
$72.3B
$711 Million 0.07% of portfolio
5,063
Q3 2024 Added 15.2%
$34.7B
$741 Million 0.07% of portfolio
1,930
Q3 2024 Reduced 0.92%
$17.7B
$665 Million 0.07% of portfolio
19,898
Q3 2024 Added 3.91%
$5.27B
$704 Million 0.07% of portfolio
48,312
Q3 2024 Reduced 28.52%
$47.1B
$676 Million 0.07% of portfolio
10,074
Q3 2024 Added 1.65%
$39.6B
$736 Million 0.07% of portfolio
69,667
Q3 2024 Reduced 18.66%
$37.7B
$690 Million 0.07% of portfolio
3,871
Q3 2024 Added 37.08%
$93.9B
$680 Million 0.07% of portfolio
13,314
Q3 2024 Reduced 3.47%
$42B
$698 Million 0.07% of portfolio
6,984
Q3 2024 Reduced 1.1%
$123B
$728 Million 0.07% of portfolio
14,064
Q3 2024 Reduced 32.75%
$55.5B
$581 Million 0.06% of portfolio
11,640
Q3 2024 Reduced 4.39%
-
$558 Million 0.06% of portfolio
-
Q1 2024 New
$60.3B
$616 Million 0.06% of portfolio
2,188
Q3 2024 Reduced 30.38%
$173B
$552 Million 0.06% of portfolio
8,538
Q3 2024 Reduced 9.2%
$0
$642 Million 0.06% of portfolio
40,541
Q3 2024 Reduced 38.91%
$33.5B
$570 Million 0.06% of portfolio
2,122
Q3 2024 Reduced 2.97%
$90.5B
$565 Million 0.06% of portfolio
6,260
Q3 2024 Reduced 23.39%
$59.4B
$554 Million 0.06% of portfolio
3,121
Q3 2024 Added 60.13%
$72B
$598 Million 0.06% of portfolio
4,378
Q3 2024 Added 25.99%
$43.4B
$627 Million 0.06% of portfolio
1,568
Q3 2024 Added 1.42%
$0
$569 Million 0.06% of portfolio
48,800
Q2 2024 New
$3.08B
$566 Million 0.06% of portfolio
3,357
Q3 2024 Added 1,237.45%
$40.5B
$596 Million 0.06% of portfolio
50,989
Q3 2024 Added 29.1%
$83.4B
$616 Million 0.06% of portfolio
26,258
Q3 2024 Reduced 27.19%
$73B
$587 Million 0.06% of portfolio
2,145
Q3 2024 Reduced 28.86%
$49.6B
$565 Million 0.06% of portfolio
6,742
Q3 2024 Added 49.39%
$77.1B
$588 Million 0.06% of portfolio
13,124
Q3 2024 Reduced 26.98%
$105B
$611 Million 0.06% of portfolio
1,314
Q3 2024 Added 5.2%
$125B
$573 Million 0.06% of portfolio
9,233
Q3 2024 Reduced 0.23%
-
$534 Million 0.05% of portfolio
-
Q2 2024 New
$39.2B
$519 Million 0.05% of portfolio
4,371
Q3 2024 Reduced 9.24%
$23.8B
$521 Million 0.05% of portfolio
2,301
Q3 2024 Reduced 1.46%
$89.1B
$458 Million 0.05% of portfolio
880
Q3 2024 Added 2.09%
$67.6B
$469 Million 0.05% of portfolio
16,112
Q3 2024 Added 10.0%
$92.1B
$482 Million 0.05% of portfolio
1,937
Q3 2024 Reduced 0.51%
$59.5B
$493 Million 0.05% of portfolio
30,726
Q3 2024 Reduced 4.63%
$38.4B
$462 Million 0.05% of portfolio
5,180
Q3 2024 Added 72.15%
$41.1B
$524 Million 0.05% of portfolio
8,908
Q3 2024 Added 0.33%
$50.9B
$496 Million 0.05% of portfolio
3,693
Q3 2024 Reduced 0.14%
$58.4B
$495 Million 0.05% of portfolio
7,866
Q3 2024 Added 44.36%
$51.4B
$542 Million 0.05% of portfolio
279
Q3 2024 Reduced 31.45%
$46.2B
$458 Million 0.05% of portfolio
1,536
Q3 2024 New
$139B
$449 Million 0.05% of portfolio
1,242
Q3 2024 Reduced 42.23%
$212B
$524 Million 0.05% of portfolio
4,555
Q3 2024 Added 1.67%
$44.9B
$544 Million 0.05% of portfolio
9,415
Q3 2024 Reduced 7.71%
$83.7B
$469 Million 0.05% of portfolio
1,732
Q3 2024 Added 2.97%
$79.5B
$450 Million 0.05% of portfolio
2,507
Q3 2024 Reduced 23.17%
$32.7B
$486 Million 0.05% of portfolio
4,887
Q3 2024 New

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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