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
$0
$1.28 Billion 0.13% of portfolio
15,308
Q3 2024 Reduced 12.49%
$0
$1.31 Billion 0.13% of portfolio
12,032
Q3 2024 Added 4.84%
$1.68B
$1.25 Billion 0.13% of portfolio
21,718
Q3 2024 Added 0.78%
$130B
$1.28 Billion 0.13% of portfolio
3,068
Q3 2024 Reduced 17.86%
$168B
$1.29 Billion 0.13% of portfolio
4,655
Q3 2024 Added 0.61%
$0
$1.22 Billion 0.12% of portfolio
27,000
Q2 2024 New
$0
$1.16 Billion 0.12% of portfolio
27,730
Q3 2024 Added 8.67%
$108B
$1.15 Billion 0.12% of portfolio
7,537
Q3 2024 Added 8.43%
$64.9B
$1.19 Billion 0.12% of portfolio
4,006
Q3 2024 Reduced 3.05%
$0
$1.24 Billion 0.12% of portfolio
30,014
Q3 2024 Added 46.85%
$83.4B
$1.21 Billion 0.12% of portfolio
10,495
Q3 2024 Added 4.09%
$186B
$1.16 Billion 0.12% of portfolio
6,166
Q3 2024 Reduced 0.1%
$140B
$1.21 Billion 0.12% of portfolio
3,743
Q3 2024 Reduced 3.13%
$0
$1.17 Billion 0.12% of portfolio
9,781
Q2 2024 Added 5.56%
$96.4B
$1.22 Billion 0.12% of portfolio
11,774
Q3 2024 Added 12.53%
$54.5B
$1.16 Billion 0.12% of portfolio
4,658
Q3 2024 Reduced 19.76%
$0
$1.06 Billion 0.11% of portfolio
26,726
Q3 2024 Added 96.66%
$0
$1.06 Billion 0.11% of portfolio
7,052
Q3 2024 Added 0.07%
$177B
$1.06 Billion 0.11% of portfolio
6,246
Q3 2024 Added 30.94%
$0
$1.06 Billion 0.11% of portfolio
20,650
Q3 2024 Added 4.3%
$83.9B
$1.09 Billion 0.11% of portfolio
6,800
Q3 2024 Reduced 3.01%
$0
$1.09 Billion 0.11% of portfolio
5,434
Q3 2024 Added 2.47%
$77.1B
$1.03 Billion 0.1% of portfolio
5,259
Q3 2024 Added 0.23%
$157B
$1.01 Billion 0.1% of portfolio
1,061
Q3 2024 Reduced 6.52%
$0
$996 Million 0.1% of portfolio
18,774
Q3 2024 Added 51.97%
$16.9B
$1 Billion 0.1% of portfolio
47,348
Q3 2024 Added 6.75%
$0
$1.01 Billion 0.1% of portfolio
22,290
Q3 2024 Reduced 2.02%
$82.7B
$987 Million 0.1% of portfolio
1,562
Q3 2024 Added 10.39%
$53.2B
$967 Million 0.1% of portfolio
7,627
Q3 2024 Added 7.45%
$88.7B
$995 Million 0.1% of portfolio
31,703
Q3 2024 Reduced 0.15%
$0
$865 Million 0.09% of portfolio
11,022
Q3 2024 Added 2.95%
$0
$849 Million 0.09% of portfolio
17,869
Q3 2024 Reduced 3.18%
$96.3B
$923 Million 0.09% of portfolio
10,442
Q3 2024 Added 14.79%
$76.4B
$878 Million 0.09% of portfolio
836
Q3 2024 Reduced 21.06%
$112B
$922 Million 0.09% of portfolio
4,005
Q3 2024 Reduced 21.56%
$78.1B
$870 Million 0.09% of portfolio
4,707
Q3 2024 Reduced 10.48%
$72.5B
$914 Million 0.09% of portfolio
1,732
Q3 2024 Added 26.33%
$75.2B
$888 Million 0.09% of portfolio
771
Q3 2024 Reduced 13.47%
First Tr Exchng Traded Fd Vi
-
$934 Million 0.09% of portfolio
-
Q3 2024 Added 29.2%
$57.2B
$890 Million 0.09% of portfolio
1,894
Q3 2024 Reduced 0.53%
$89B
$918 Million 0.09% of portfolio
2,405
Q3 2024 Reduced 6.2%
$28.8B
$922 Million 0.09% of portfolio
997
Q3 2024 Reduced 0.2%
$141B
$895 Million 0.09% of portfolio
3,631
Q3 2024 Reduced 15.89%
$0
$901 Million 0.09% of portfolio
33,752
Q3 2024 Added 14.79%
$72B
$920 Million 0.09% of portfolio
20,127
Q3 2024 Added 18.51%
$56.1B
$892 Million 0.09% of portfolio
3,718
Q3 2024 Reduced 23.45%
$146B
$926 Million 0.09% of portfolio
14,255
Q3 2024 Reduced 19.97%
$67.6B
$814 Million 0.08% of portfolio
3,531
Q3 2024 Reduced 22.28%
$0
$802 Million 0.08% of portfolio
29,416
Q3 2023 Added 35.15%

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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