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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.3B
$294 Million 0.03% of portfolio
1,901
Q3 2024 Added 1.88%
$69.1B
$270 Million 0.03% of portfolio
2,303
Q3 2024 Added 0.13%
$0
$293 Million 0.03% of portfolio
16,863
Q2 2024 New
$30.4B
$294 Million 0.03% of portfolio
2,471
Q3 2024 Added 1.06%
$75.8B
$276 Million 0.03% of portfolio
3,564
Q3 2024 Reduced 6.31%
$0
$272 Million 0.03% of portfolio
2,751
Q3 2024 Added 12.61%
$91.4B
$302 Million 0.03% of portfolio
390
Q3 2024 New
$70.6B
$343 Million 0.03% of portfolio
2,793
Q3 2024 Reduced 16.88%
$35B
$271 Million 0.03% of portfolio
1,443
Q3 2024 Added 14.52%
$0
$258 Million 0.03% of portfolio
1,982
Q3 2024 Added 0.15%
$0
$259 Million 0.03% of portfolio
5,476
Q3 2024 Added 28.0%
$0
$321 Million 0.03% of portfolio
9,984
Q3 2024 Added 18.53%
$47.5B
$314 Million 0.03% of portfolio
3,058
Q3 2024 Reduced 14.87%
$45.2B
$312 Million 0.03% of portfolio
6,059
Q3 2024 Added 0.38%
$20.1B
$296 Million 0.03% of portfolio
1,488
Q3 2024 Reduced 36.57%
$42.1B
$276 Million 0.03% of portfolio
4,240
Q3 2024 Reduced 17.51%
$7.48B
$257 Million 0.03% of portfolio
38,464
Q3 2024 Added 3.63%
$24.2B
$267 Million 0.03% of portfolio
2,789
Q3 2024 Reduced 14.13%
$15.9B
$280 Million 0.03% of portfolio
569
Q3 2024 Reduced 13.53%
$10.2B
$323 Million 0.03% of portfolio
14,116
Q3 2024 Reduced 1.57%
$1.42B
$339 Million 0.03% of portfolio
47,749
Q3 2024 Added 60.83%
$5.31B
$300 Million 0.03% of portfolio
4,859
Q3 2024 Added 3.67%
$96.9B
$331 Million 0.03% of portfolio
4,592
Q3 2024 Reduced 6.59%
$85.9B
$254 Million 0.03% of portfolio
286
Q3 2024 Reduced 14.37%
$0
$273 Million 0.03% of portfolio
5,188
Q3 2024 Added 2.9%
$6.17B
$305 Million 0.03% of portfolio
1,845
Q3 2024 New
$60.6B
$315 Million 0.03% of portfolio
2,210
Q3 2024 Added 7.86%
$15.6B
$329 Million 0.03% of portfolio
6,568
Q3 2024 New
Amplify ETF Tr
-
$288 Million 0.03% of portfolio
-
Q2 2024 Added 0.76%
$0
$306 Million 0.03% of portfolio
6,098
Q3 2024 Reduced 2.56%
$15B
$328 Million 0.03% of portfolio
3,180
Q3 2024 New
$0
$313 Million 0.03% of portfolio
3,194
Q3 2024 Added 5.13%
$53.1B
$261 Million 0.03% of portfolio
946
Q3 2024 Reduced 13.69%
$0
$272 Million 0.03% of portfolio
1,117
Q3 2024 Reduced 2.62%
$17B
$336 Million 0.03% of portfolio
8,566
Q3 2024 New
$40.4B
$347 Million 0.03% of portfolio
7,683
Q3 2024 Added 4.7%
$13.3B
$266 Million 0.03% of portfolio
8,188
Q3 2024 New
$4.32B
$299 Million 0.03% of portfolio
1,500
Q3 2024 New
$106B
$331 Million 0.03% of portfolio
1,484
Q3 2024 Reduced 20.77%
$42.5B
$326 Million 0.03% of portfolio
2,836
Q3 2024 Reduced 18.32%
$28.3B
$280 Million 0.03% of portfolio
1,895
Q3 2024 New
$34B
$273 Million 0.03% of portfolio
513
Q3 2024 Added 0.59%
$51.8B
$339 Million 0.03% of portfolio
6,711
Q3 2024 Reduced 7.71%
$102B
$316 Million 0.03% of portfolio
2,530
Q3 2024 New
$0
$224 Million 0.02% of portfolio
4,989
Q2 2024 New
Ab Active Etfs Inc
-
$232 Million 0.02% of portfolio
-
Q3 2024 Added 12.15%
$20.1B
$220 Million 0.02% of portfolio
594
Q3 2024 Reduced 18.41%
$7.61B
$233 Million 0.02% of portfolio
4,467
Q3 2024 Added 0.02%
$0
$223 Million 0.02% of portfolio
5,070
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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