Insigneo Advisory Services, LLC Portfolio Holdings

Insigneo Advisory Services, LLC

  • $968 Billion
  • Q4 2024

Insigneo Advisory Services, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $968 Billion distributed in 626 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $94.6B, Spdr S&P 500 ETF Trust with a value of $42.1B, Amazon Com Inc with a value of $42.1B, Nvidia Corp with a value of $38.6B, and Microsoft Corp with a value of $34.3B.

Examining the 13F form we can see an decrease of $23.4B in the current position value, from $992B to 968B.

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 $968 Billion
ETFs: $304 Billion
Technology: $226 Billion
Financial Services: $103 Billion
Consumer Cyclical: $80.8 Billion
Communication Services: $67 Billion
Industrials: $63.6 Billion
Healthcare: $33.7 Billion
Energy: $22 Billion
Other: $34.8 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.58 Billion 0.16% of portfolio
37,807
Q4 2024 Added 36.34%
$0
$1.53 Billion 0.16% of portfolio
22,140
Q4 2024 New
$46.2B
$1.41 Billion 0.15% of portfolio
28,446
Q4 2024 Added 3.16%
$0
$1.43 Billion 0.15% of portfolio
7,721
Q4 2024 Added 190.37%
$0
$1.32 Billion 0.14% of portfolio
11,484
Q4 2024 Added 4.28%
$0
$1.33 Billion 0.14% of portfolio
6,731
Q4 2024 Added 23.87%
$0
$1.24 Billion 0.13% of portfolio
19,970
Q4 2024 Reduced 3.77%
$0
$1.27 Billion 0.13% of portfolio
21,512
Q4 2024 Reduced 6.42%
$0
$1.22 Billion 0.13% of portfolio
28,006
Q4 2024 Added 3.73%
$0
$1.29 Billion 0.13% of portfolio
17,125
Q4 2024 Added 11.87%
$0
$1.25 Billion 0.13% of portfolio
8,573
Q4 2024 Added 21.57%
$0
$1.15 Billion 0.12% of portfolio
14,627
Q4 2024 Reduced 12.59%
$0
$1.07 Billion 0.11% of portfolio
21,264
Q4 2024 Added 2.97%
$0
$1.04 Billion 0.11% of portfolio
19,982
Q4 2024 Added 6.43%
$0
$929 Million 0.1% of portfolio
25,552
Q4 2024 Reduced 14.87%
$0
$928 Million 0.1% of portfolio
13,679
Q4 2024 Added 55.78%
$0
$949 Million 0.1% of portfolio
5,947
Q4 2024 Added 321.18%
$0
$904 Million 0.09% of portfolio
2,252
Q4 2024 Added 6.88%
$5.4B
$917 Million 0.09% of portfolio
12,134
Q4 2024 Added 109.28%
$0
$849 Million 0.09% of portfolio
8,039
Q4 2024 Reduced 33.19%
$0
$797 Million 0.08% of portfolio
16,211
Q4 2024 Added 79.7%
$0
$729 Million 0.08% of portfolio
42,280
Q4 2024 Added 5.44%
$0
$737 Million 0.08% of portfolio
29,416
Q3 2023 Added 35.15%
$0
$795 Million 0.08% of portfolio
3,690
Q4 2024 Added 12.6%
$0
$815 Million 0.08% of portfolio
9,218
Q4 2024 Added 27.34%
$2.52B
$716 Million 0.07% of portfolio
26,918
Q4 2024 Added 7.32%
$0
$679 Million 0.07% of portfolio
14,388
Q4 2024 Added 29.97%
$1.76B
$712 Million 0.07% of portfolio
27,199
Q4 2024 New
$0
$663 Million 0.07% of portfolio
15,049
Q4 2024 Added 4.33%
$0
$689 Million 0.07% of portfolio
6,146
Q4 2024 New
$0
$709 Million 0.07% of portfolio
20,923
Q4 2024 Reduced 21.71%
$0
$658 Million 0.07% of portfolio
7,366
Q4 2024 Reduced 17.46%
$0
$722 Million 0.07% of portfolio
9,649
Q3 2024 Added 55.28%
$0
$705 Million 0.07% of portfolio
15,570
Q4 2024 Added 4.73%
$0
$719 Million 0.07% of portfolio
9,474
Q4 2024 Added 35.85%
$0
$682 Million 0.07% of portfolio
9,455
Q4 2024 Reduced 14.22%
$0
$652 Million 0.07% of portfolio
7,328
Q4 2024 Added 0.87%
$0
$707 Million 0.07% of portfolio
16,204
Q4 2024 Reduced 27.3%
$0
$688 Million 0.07% of portfolio
33,280
Q4 2024 Added 13.27%
$0
$672 Million 0.07% of portfolio
12,573
Q4 2024 Added 7.69%
$0
$720 Million 0.07% of portfolio
20,083
Q4 2024 Added 13.19%
$0
$672 Million 0.07% of portfolio
22,578
Q4 2024 Reduced 0.61%
$0
$666 Million 0.07% of portfolio
26,157
Q4 2024 New
$0
$725 Million 0.07% of portfolio
30,252
Q4 2024 Reduced 10.37%
$0
$546 Million 0.06% of portfolio
10,460
Q4 2024 Reduced 11.57%
$0
$543 Million 0.06% of portfolio
16,273
Q4 2024 Added 64.32%
$0
$619 Million 0.06% of portfolio
10,985
Q4 2024 Reduced 78.48%
$0
$576 Million 0.06% of portfolio
9,477
Q4 2024 Added 0.67%
$0
$605 Million 0.06% of portfolio
20,693
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 626
  • Current Value $968 Billion
  • Prior Value $992 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 78 stocks
  • Additional Purchases 190 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 299 stocks
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