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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$94.6 Billion 9.77% of portfolio
377,964
Q4 2024 Reduced 4.53%
$2.12T
$42.1 Billion 4.34% of portfolio
191,723
Q4 2024 Reduced 4.46%
$292B
$38.6 Billion 3.98% of portfolio
287,105
Q4 2024 Reduced 1.55%
$2.99T
$34.3 Billion 3.54% of portfolio
81,306
Q4 2024 Reduced 4.91%
$80.8B
$26.3 Billion 2.72% of portfolio
71,231
Q4 2024 Reduced 0.03%
$645B
$25.8 Billion 2.67% of portfolio
56,958
Q4 2024 Added 3.11%
$1.44T
$20.5 Billion 2.11% of portfolio
34,940
Q4 2024 Reduced 7.99%
$1.02T
$19.3 Billion 1.99% of portfolio
101,760
Q4 2024 Added 5.65%
$881B
$14.8 Billion 1.53% of portfolio
36,589
Q4 2024 Reduced 11.17%
$1.06T
$10.2 Billion 1.06% of portfolio
53,666
Q4 2024 Reduced 11.84%
$738B
$7.76 Billion 0.8% of portfolio
32,387
Q4 2024 Reduced 2.35%
$577B
$7.68 Billion 0.79% of portfolio
24,313
Q4 2024 Reduced 3.19%
$108B
$6.46 Billion 0.67% of portfolio
37,463
Q4 2024 Added 7.91%
$441B
$6.15 Billion 0.64% of portfolio
6,902
Q4 2024 Reduced 6.31%
$533B
$5.59 Billion 0.58% of portfolio
10,615
Q4 2024 Reduced 14.75%
$141B
$5.48 Billion 0.57% of portfolio
24,265
Q4 2024 Reduced 3.37%
$77.6B
$4.73 Billion 0.49% of portfolio
20,386
Q4 2024 Reduced 6.11%
$464B
$4.51 Billion 0.47% of portfolio
4,926
Q4 2024 Reduced 1.93%
$261B
$4.23 Billion 0.44% of portfolio
46,779
Q4 2024 Reduced 7.56%
$439B
$4.23 Billion 0.44% of portfolio
39,355
Q4 2024 Reduced 16.09%
$11.1B
$4.26 Billion 0.44% of portfolio
32,601
Q4 2024 Reduced 0.19%
$883B
$4.24 Billion 0.44% of portfolio
5,496
Q4 2024 Reduced 16.35%
$448B
$4.09 Billion 0.42% of portfolio
6
Q2 2024 Reduced 40.0%
$339B
$3.85 Billion 0.4% of portfolio
87,552
Q4 2024 Reduced 22.31%
$0
$3.33 Billion 0.34% of portfolio
248,500
Q3 2024 Reduced 0.45%
$396B
$3.27 Billion 0.34% of portfolio
8,415
Q4 2024 Reduced 20.24%
$445B
$3.25 Billion 0.34% of portfolio
6,417
Q4 2024 Reduced 34.37%
$292B
$3.1 Billion 0.32% of portfolio
9,279
Q4 2024 Reduced 6.86%
$55.1B
$3.1 Billion 0.32% of portfolio
17,023
Q4 2024 Added 112.36%
$177B
$3.07 Billion 0.32% of portfolio
40,656
Q4 2024 Added 80.72%
$34B
$3 Billion 0.31% of portfolio
33,190
Q4 2024 Reduced 6.63%
$212B
$3.02 Billion 0.31% of portfolio
10,165
Q4 2024 Reduced 14.75%
$106B
$2.99 Billion 0.31% of portfolio
1,760
Q4 2024 Added 0.98%
$295B
$2.92 Billion 0.3% of portfolio
20,149
Q4 2024 Added 10.78%
$126B
$2.94 Billion 0.3% of portfolio
27,657
Q4 2024 Reduced 12.49%
$432B
$2.95 Billion 0.3% of portfolio
20,417
Q4 2024 Reduced 11.58%
$956B
$2.86 Billion 0.3% of portfolio
14,473
Q4 2024 Added 3.47%
$164B
$2.79 Billion 0.29% of portfolio
23,129
Q4 2024 Reduced 11.39%
$303B
$2.73 Billion 0.28% of portfolio
43,895
Q4 2024 Reduced 8.65%
$436B
$2.56 Billion 0.26% of portfolio
15,348
Q4 2024 Added 4.75%
$67.4B
$2.54 Billion 0.26% of portfolio
18,221
Q4 2024 Reduced 1.55%
$374B
$2.38 Billion 0.25% of portfolio
13,412
Q4 2024 Reduced 33.87%
$84.6B
$2.39 Billion 0.25% of portfolio
185,513
Q4 2024 Added 23.01%
$414B
$2.37 Billion 0.24% of portfolio
14,150
Q4 2024 Reduced 27.57%
$226B
$2.19 Billion 0.23% of portfolio
7,559
Q4 2024 Reduced 22.8%
$185B
$2.09 Billion 0.22% of portfolio
1,971
Q4 2024 Reduced 18.49%
$78.5B
$2.02 Billion 0.21% of portfolio
5,892
Q4 2024 Added 8.39%
$202B
$2 Billion 0.21% of portfolio
3,486
Q4 2024 Added 12.2%
$141B
$1.91 Billion 0.2% of portfolio
27,109
Q4 2024 Reduced 21.44%

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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