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
$41.2B
$363 Million 0.04% of portfolio
2,530
Q3 2024 New
$0
$410 Million 0.04% of portfolio
2,072
Q3 2024 New
$27.9B
$383 Million 0.04% of portfolio
11,490
Q3 2024 Reduced 2.19%
$78B
$348 Million 0.04% of portfolio
775
Q3 2024 New
$27.7B
$384 Million 0.04% of portfolio
7,363
Q3 2024 Reduced 30.49%
$0
$383 Million 0.04% of portfolio
15,500
Q4 2022 New
$0
$422 Million 0.04% of portfolio
41,408
Q3 2024 Added 12.84%
$29.9B
$418 Million 0.04% of portfolio
3,968
Q3 2024 Reduced 3.27%
$28.3B
$349 Million 0.04% of portfolio
2,633
Q3 2024 Reduced 3.16%
$2.12B
$392 Million 0.04% of portfolio
8,317
Q3 2024 Added 398.62%
$41B
$351 Million 0.04% of portfolio
4,551
Q3 2024 New
$22.1B
$366 Million 0.04% of portfolio
836
Q3 2024 New
$69.2B
$416 Million 0.04% of portfolio
2,778
Q3 2024 Added 7.34%
$20.8B
$409 Million 0.04% of portfolio
1,686
Q3 2024 Added 5.97%
$0
$370 Million 0.04% of portfolio
8,065
Q1 2023 New
$88.2B
$351 Million 0.04% of portfolio
953
Q3 2024 Reduced 15.59%
$122B
$404 Million 0.04% of portfolio
7,018
Q3 2024 Reduced 2.69%
$56.3B
$438 Million 0.04% of portfolio
2,593
Q3 2024 Added 50.84%
$6.89B
$348 Million 0.04% of portfolio
3,473
Q4 2023 New
$80.3M
$361 Million 0.04% of portfolio
210,000
Q2 2024 Reduced 0.02%
$0
$404 Million 0.04% of portfolio
5,516
Q3 2024 Added 0.79%
$0
$420 Million 0.04% of portfolio
4,335
Q2 2024 Reduced 16.81%
$62.7B
$395 Million 0.04% of portfolio
5,500
Q3 2024 New
$5.26B
$405 Million 0.04% of portfolio
5,798
Q2 2024 New
$3.86B
$355 Million 0.04% of portfolio
17,521
Q3 2024 New
United Sts Nat Gas Fd LP
-
$391 Million 0.04% of portfolio
-
Q2 2024 New
$20.7B
$371 Million 0.04% of portfolio
10,650
Q3 2024 Reduced 9.17%
$5.94B
$430 Million 0.04% of portfolio
45,781
Q3 2024 Reduced 0.83%
$37.3B
$443 Million 0.04% of portfolio
6,781
Q3 2024 Reduced 9.98%
$0
$388 Million 0.04% of portfolio
19,140
Q3 2024 Added 13.79%
$10.1B
$374 Million 0.04% of portfolio
919
Q3 2024 Added 52.91%
$6.35B
$360 Million 0.04% of portfolio
12,775
Q1 2024 New
$55B
$431 Million 0.04% of portfolio
5,547
Q3 2024 Added 3.33%
$9.54B
$402 Million 0.04% of portfolio
9,552
Q3 2024 Reduced 31.58%
$45B
$380 Million 0.04% of portfolio
35,961
Q3 2024 Added 6.63%
$0
$369 Million 0.04% of portfolio
23,382
Q3 2024 Added 14.73%
$32.4B
$367 Million 0.04% of portfolio
1,159
Q3 2024 Added 14.19%
$79B
$425 Million 0.04% of portfolio
906
Q3 2024 Added 13.53%
$0
$397 Million 0.04% of portfolio
6,915
Q3 2024 Added 10.32%
$44.5B
$348 Million 0.04% of portfolio
2,445
Q3 2024 Reduced 15.31%
$22.3B
$356 Million 0.04% of portfolio
5,761
Q3 2024 New
$0
$394 Million 0.04% of portfolio
11,128
Q3 2024 Reduced 1.53%
$0
$409 Million 0.04% of portfolio
2,280
Q3 2024 Added 1.06%
$0
$408 Million 0.04% of portfolio
4,908
Q3 2024 Reduced 31.44%
$38.5B
$348 Million 0.04% of portfolio
686
Q3 2024 Added 4.26%
$0
$397 Million 0.04% of portfolio
10,980
Q3 2024 Reduced 0.15%
$0
$355 Million 0.04% of portfolio
8,741
Q3 2024 Reduced 0.79%
Ge Vernova Inc
-
$432 Million 0.04% of portfolio
-
Q2 2024 New
$0
$357 Million 0.04% of portfolio
2,275
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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