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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$369 Million 0.04% of portfolio
23,382
Q3 2024 Added 14.73%
$34.9B
$367 Million 0.04% of portfolio
1,159
Q3 2024 Added 14.19%
$78.7B
$425 Million 0.04% of portfolio
906
Q3 2024 Added 13.53%
$45.3B
$348 Million 0.04% of portfolio
2,445
Q3 2024 Reduced 15.31%
$24.8B
$356 Million 0.04% of portfolio
5,761
Q3 2024 New
$41.4B
$348 Million 0.04% of portfolio
686
Q3 2024 Added 4.26%
$1.27B
$326 Million 0.03% of portfolio
45,484
Q3 2023 New
$13.8B
$284 Million 0.03% of portfolio
649
Q3 2024 Reduced 7.55%
$23.5B
$285 Million 0.03% of portfolio
5,464
Q3 2024 Added 0.83%
$12.9B
$279 Million 0.03% of portfolio
5,482
Q3 2024 Reduced 14.33%
$17.5B
$257 Million 0.03% of portfolio
2,123
Q3 2024 Reduced 1.48%
$65.7B
$288 Million 0.03% of portfolio
1,433
Q3 2024 Reduced 13.36%
$34.9B
$324 Million 0.03% of portfolio
5,103
Q3 2024 Reduced 5.22%
$105B
$282 Million 0.03% of portfolio
2,236
Q3 2024 New
$58.8B
$299 Million 0.03% of portfolio
823
Q3 2024 Added 5.92%
$19.8B
$271 Million 0.03% of portfolio
3,838
Q3 2024 Reduced 10.33%
-
$280 Million 0.03% of portfolio
-
Q3 2024 Reduced 2.14%
$79.6B
$268 Million 0.03% of portfolio
530
Q3 2024 Reduced 25.77%
$7.6B
$322 Million 0.03% of portfolio
4,662
Q3 2024 Added 4.06%
$6.02B
$311 Million 0.03% of portfolio
15,257
Q3 2024 New
$413M
$336 Million 0.03% of portfolio
22,570
Q2 2024 Reduced 1.01%
$38B
$268 Million 0.03% of portfolio
3,432
Q3 2024 Reduced 13.27%
$29B
$299 Million 0.03% of portfolio
3,577
Q3 2024 New
$13.8B
$347 Million 0.03% of portfolio
1,055
Q3 2024 New
$464M
$248 Million 0.03% of portfolio
117,600
Q3 2024 Reduced 1.42%
$20B
$258 Million 0.03% of portfolio
2,352
Q3 2024 Reduced 7.11%
$17.3B
$294 Million 0.03% of portfolio
1,901
Q3 2024 Added 1.88%
$73.8B
$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
$33.4B
$294 Million 0.03% of portfolio
2,471
Q3 2024 Added 1.06%
$74.3B
$276 Million 0.03% of portfolio
3,564
Q3 2024 Reduced 6.31%
$87.1B
$302 Million 0.03% of portfolio
390
Q3 2024 New
$78.9B
$343 Million 0.03% of portfolio
2,793
Q3 2024 Reduced 16.88%
$43B
$271 Million 0.03% of portfolio
1,443
Q3 2024 Added 14.52%
$49.5B
$314 Million 0.03% of portfolio
3,058
Q3 2024 Reduced 14.87%
$46.5B
$312 Million 0.03% of portfolio
6,059
Q3 2024 Added 0.38%
$24.1B
$296 Million 0.03% of portfolio
1,488
Q3 2024 Reduced 36.57%
$41.9B
$276 Million 0.03% of portfolio
4,240
Q3 2024 Reduced 17.51%
$7.5B
$257 Million 0.03% of portfolio
38,464
Q3 2024 Added 3.63%
$27B
$267 Million 0.03% of portfolio
2,789
Q3 2024 Reduced 14.13%
$17.3B
$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%
$970M
$339 Million 0.03% of portfolio
47,749
Q3 2024 Added 60.83%
$5.01B
$300 Million 0.03% of portfolio
4,859
Q3 2024 Added 3.67%
$74.9B
$331 Million 0.03% of portfolio
4,592
Q3 2024 Reduced 6.59%
$81.7B
$254 Million 0.03% of portfolio
286
Q3 2024 Reduced 14.37%
$6.28B
$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%
$14.6B
$329 Million 0.03% of portfolio
6,568
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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