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
$14.9B
$328 Million 0.03% of portfolio
3,180
Q3 2024 New
$53.1B
$261 Million 0.03% of portfolio
946
Q3 2024 Reduced 13.69%
$17.9B
$336 Million 0.03% of portfolio
8,566
Q3 2024 New
$39.3B
$347 Million 0.03% of portfolio
7,683
Q3 2024 Added 4.7%
$12.8B
$266 Million 0.03% of portfolio
8,188
Q3 2024 New
$5.3B
$299 Million 0.03% of portfolio
1,500
Q3 2024 New
$110B
$331 Million 0.03% of portfolio
1,484
Q3 2024 Reduced 20.77%
$36.7B
$326 Million 0.03% of portfolio
2,836
Q3 2024 Reduced 18.32%
$27.6B
$280 Million 0.03% of portfolio
1,895
Q3 2024 New
$32.5B
$273 Million 0.03% of portfolio
513
Q3 2024 Added 0.59%
$50.4B
$339 Million 0.03% of portfolio
6,711
Q3 2024 Reduced 7.71%
$98.2B
$316 Million 0.03% of portfolio
2,530
Q3 2024 New
$20B
$220 Million 0.02% of portfolio
594
Q3 2024 Reduced 18.41%
$9.99B
$242 Million 0.02% of portfolio
12,505
Q3 2024 Added 1.07%
$34.9B
$225 Million 0.02% of portfolio
2,797
Q3 2024 Reduced 10.55%
$29.8B
$215 Million 0.02% of portfolio
3,771
Q3 2024 New
$16.1B
$218 Million 0.02% of portfolio
5,752
Q3 2024 New
$25.5B
$159 Million 0.02% of portfolio
10,835
Q3 2024 Reduced 19.29%
$4.03B
$237 Million 0.02% of portfolio
17,501
Q3 2024 Added 42.26%
$59.5B
$237 Million 0.02% of portfolio
229
Q3 2024 Reduced 10.89%
$115B
$246 Million 0.02% of portfolio
3,925
Q3 2024 New
$25.1B
$241 Million 0.02% of portfolio
1,256
Q3 2024 New
$53.2B
$238 Million 0.02% of portfolio
1,257
Q3 2024 New
$59.2B
$202 Million 0.02% of portfolio
18,680
Q3 2024 Added 12.25%
$23B
$234 Million 0.02% of portfolio
1,207
Q3 2024 Reduced 34.9%
$46.5B
$217 Million 0.02% of portfolio
2,166
Q3 2024 New
$3.32B
$191 Million 0.02% of portfolio
18,450
Q3 2024 Reduced 40.0%
$12.2B
$202 Million 0.02% of portfolio
1,808
Q3 2024 New
$0
$199 Million 0.02% of portfolio
22,791
Q3 2024 Added 60.33%
$57.8B
$236 Million 0.02% of portfolio
2,504
Q3 2024 New
$1.81B
$240 Million 0.02% of portfolio
9,000
Q3 2024 Reduced 81.09%
$3.54B
$188 Million 0.02% of portfolio
10,137
Q3 2024 New
$0
$203 Million 0.02% of portfolio
23,000
Q3 2024 New
$63B
$238 Million 0.02% of portfolio
1,812
Q3 2024 Reduced 41.32%
$38.1B
$240 Million 0.02% of portfolio
6,829
Q3 2024 Added 0.49%
$9.37B
$235 Million 0.02% of portfolio
5,765
Q3 2024 New
$45.9B
$247 Million 0.02% of portfolio
3,541
Q3 2024 Reduced 16.37%
$46.9B
$208 Million 0.02% of portfolio
2,908
Q3 2024 New
$144B
$211 Million 0.02% of portfolio
1,563
Q3 2024 New
$14.4B
$228 Million 0.02% of portfolio
3,240
Q3 2024 New
$27.8B
$225 Million 0.02% of portfolio
3,025
Q3 2024 New
$4.79B
$228 Million 0.02% of portfolio
2,449
Q3 2024 Reduced 4.11%
$32.5B
$204 Million 0.02% of portfolio
3,812
Q3 2024 New
$81.6B
$215 Million 0.02% of portfolio
5,880
Q3 2024 Reduced 52.42%
$25.4B
$59 Million 0.01% of portfolio
22,120
Q3 2024 Added 23.85%
$0
$144 Million 0.01% of portfolio
10,036
Q2 2024 New
$1.77B
$91.4 Million 0.01% of portfolio
22,684
Q2 2024 Reduced 1.19%
$25B
$50.3 Million 0.01% of portfolio
11,500
Q2 2024 Reduced 82.78%
$3.37B
$56.5 Million 0.01% of portfolio
16,016
Q2 2024 Reduced 7.96%

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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