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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$94.6 Billion 9.77% of portfolio
377,964
Q4 2024 Reduced 4.53%
$0
$42.1 Billion 4.35% of portfolio
71,845
Q4 2024 Added 12.46%
$2.13T
$42.1 Billion 4.34% of portfolio
191,723
Q4 2024 Reduced 4.46%
$299B
$38.6 Billion 3.98% of portfolio
287,105
Q4 2024 Reduced 1.55%
$2.93T
$34.3 Billion 3.54% of portfolio
81,306
Q4 2024 Reduced 4.91%
$79.8B
$26.3 Billion 2.72% of portfolio
71,231
Q4 2024 Reduced 0.03%
$654B
$25.8 Billion 2.67% of portfolio
56,958
Q4 2024 Added 3.11%
$1.48T
$20.5 Billion 2.11% of portfolio
34,940
Q4 2024 Reduced 7.99%
$1.01T
$19.3 Billion 1.99% of portfolio
101,760
Q4 2024 Added 5.65%
$0
$16.1 Billion 1.67% of portfolio
31,577
Q4 2024 Added 8.34%
$91.4B
$15.1 Billion 1.56% of portfolio
62,301
Q4 2024 Reduced 4.55%
$890B
$14.8 Billion 1.53% of portfolio
36,589
Q4 2024 Reduced 11.17%
$14.9B
$10.5 Billion 1.08% of portfolio
397,160
Q4 2024 Added 14.34%
$1.04T
$10.2 Billion 1.06% of portfolio
53,666
Q4 2024 Reduced 11.84%
$0
$9.51 Billion 0.98% of portfolio
17,645
Q4 2024 Reduced 20.99%
$760B
$7.76 Billion 0.8% of portfolio
32,387
Q4 2024 Reduced 2.35%
$0
$7 Billion 0.72% of portfolio
72,247
Q4 2024 Reduced 6.03%
$0
$6.86 Billion 0.71% of portfolio
11,661
Q4 2024 Added 58.65%
$0
$6.57 Billion 0.68% of portfolio
37,485
Q4 2024 Added 41.4%
$112B
$6.46 Billion 0.67% of portfolio
37,463
Q4 2024 Added 7.91%
Ishares Bitcoin Trust ETF
-
$6.23 Billion 0.64% of portfolio
-
Q4 2024 Added 100.4%
$429B
$6.15 Billion 0.64% of portfolio
6,902
Q4 2024 Reduced 6.31%
$0
$5.76 Billion 0.59% of portfolio
34,022
Q4 2024 Added 8.07%
$539B
$5.59 Billion 0.58% of portfolio
10,615
Q4 2024 Reduced 14.75%
$143B
$5.48 Billion 0.57% of portfolio
24,265
Q4 2024 Reduced 3.37%
$0
$4.89 Billion 0.51% of portfolio
16,888
Q4 2024 Reduced 2.17%
$0
$4.92 Billion 0.51% of portfolio
22,280
Q4 2024 Added 29.95%
$0
$4.81 Billion 0.5% of portfolio
11,309
Q4 2024 Added 6.77%
$203B
$4.85 Billion 0.5% of portfolio
43,538
Q4 2024 Reduced 1.62%
$80.1B
$4.73 Billion 0.49% of portfolio
20,386
Q4 2024 Reduced 6.11%
$452B
$4.51 Billion 0.47% of portfolio
4,926
Q4 2024 Reduced 1.93%
$263B
$4.23 Billion 0.44% of portfolio
46,779
Q4 2024 Reduced 7.56%
$459B
$4.23 Billion 0.44% of portfolio
39,355
Q4 2024 Reduced 16.09%
$11.2B
$4.26 Billion 0.44% of portfolio
32,601
Q4 2024 Reduced 0.19%
$860B
$4.24 Billion 0.44% of portfolio
5,496
Q4 2024 Reduced 16.35%
$0
$4.23 Billion 0.44% of portfolio
155,006
Q4 2024 Added 285.74%
$452B
$4.09 Billion 0.42% of portfolio
6
Q2 2024 Reduced 40.0%
$0
$3.98 Billion 0.41% of portfolio
36,150
Q4 2024 Added 3.59%
$0
$4.01 Billion 0.41% of portfolio
46,770
Q4 2024 Reduced 3.59%
$354B
$3.85 Billion 0.4% of portfolio
87,552
Q4 2024 Reduced 22.31%
$0
$3.69 Billion 0.38% of portfolio
76,312
Q4 2024 Added 30.92%
$0
$3.47 Billion 0.36% of portfolio
5,575
Q4 2024 Added 2.99%
$0
$3.26 Billion 0.34% of portfolio
113,671
Q4 2024 Added 9.67%
$0
$3.33 Billion 0.34% of portfolio
248,500
Q3 2024 Reduced 0.45%
$400B
$3.27 Billion 0.34% of portfolio
8,415
Q4 2024 Reduced 20.24%
$438B
$3.25 Billion 0.34% of portfolio
6,417
Q4 2024 Reduced 34.37%
$0
$3.2 Billion 0.33% of portfolio
55,589
Q4 2024 Reduced 31.53%
$295B
$3.1 Billion 0.32% of portfolio
9,279
Q4 2024 Reduced 6.86%
$56.1B
$3.1 Billion 0.32% of portfolio
17,023
Q4 2024 Added 112.36%

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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