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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.7 Billion 3.7% of portfolio
63,887
Q3 2024 Added 8.08%
$81.6B
$15.9 Billion 1.6% of portfolio
65,274
Q3 2024 Added 14.66%
$0
$14.2 Billion 1.43% of portfolio
29,147
Q3 2024 Added 9.04%
$0
$11.8 Billion 1.19% of portfolio
22,333
Q3 2024 Reduced 3.17%
$14.5B
$9.87 Billion 1.0% of portfolio
347,342
Q3 2024 Added 34.27%
$0
$7.79 Billion 0.79% of portfolio
76,883
Q3 2024 Added 7.01%
$0
$5.5 Billion 0.55% of portfolio
31,482
Q3 2024 Added 1.17%
$0
$4.89 Billion 0.49% of portfolio
17,262
Q3 2024 Reduced 5.68%
$0
$4.83 Billion 0.49% of portfolio
81,186
Q3 2024 Reduced 47.07%
$0
$4.75 Billion 0.48% of portfolio
26,510
Q3 2024 Reduced 5.28%
$0
$4.68 Billion 0.47% of portfolio
20,714
Q3 2024 Added 23.34%
$0
$4.51 Billion 0.45% of portfolio
98,343
Q3 2024 Reduced 10.78%
$0
$4.48 Billion 0.45% of portfolio
10,592
Q3 2024 Reduced 5.49%
$0
$4.24 Billion 0.43% of portfolio
7,350
Q3 2024 Added 31.77%
$0
$4.26 Billion 0.43% of portfolio
48,511
Q3 2024 Added 1.23%
$0
$3.86 Billion 0.39% of portfolio
34,897
Q3 2024 Added 0.17%
$0
$3.4 Billion 0.34% of portfolio
40,184
Q3 2024 Added 10.0%
$0
$3.17 Billion 0.32% of portfolio
5,413
Q3 2024 Added 55.01%
$0
$3.22 Billion 0.32% of portfolio
29,140
Q3 2024 Reduced 0.49%
$0
$3.04 Billion 0.31% of portfolio
18,127
Q3 2024 Reduced 0.31%
$3.44B
$3.04 Billion 0.31% of portfolio
136,371
Q3 2024 Reduced 0.88%
$0
$3.05 Billion 0.31% of portfolio
103,651
Q3 2024 Added 16.27%
$0
$2.85 Billion 0.29% of portfolio
39,844
Q3 2024 Reduced 6.46%
$0
$2.91 Billion 0.29% of portfolio
11,838
Q3 2024 Added 22.71%
$0
$2.84 Billion 0.29% of portfolio
23,710
Q3 2024 Added 1.07%
$0
$2.8 Billion 0.28% of portfolio
51,035
Q3 2024 Reduced 61.52%
$0
$2.81 Billion 0.28% of portfolio
24,835
Q3 2024 Added 19.21%
$0
$2.64 Billion 0.27% of portfolio
58,289
Q3 2024 Added 4.79%
$0
$2.64 Billion 0.27% of portfolio
26,910
Q3 2024 Reduced 21.89%
$0
$2.7 Billion 0.27% of portfolio
37,964
Q3 2024 Reduced 7.28%
$0
$2.59 Billion 0.26% of portfolio
4,554
Q3 2024 Reduced 1.26%
$0
$2.54 Billion 0.26% of portfolio
20,202
Q3 2024 Added 0.1%
$0
$2.51 Billion 0.25% of portfolio
7,801
Q3 2024 Added 47.38%
$0
$2.45 Billion 0.25% of portfolio
6,378
Q3 2024 Added 25.35%
$0
$2.51 Billion 0.25% of portfolio
39,828
Q3 2024 Reduced 0.06%
$0
$2.49 Billion 0.25% of portfolio
38,468
Q3 2024 Added 14.43%
$0
$2.36 Billion 0.24% of portfolio
71,098
Q3 2024 Added 2.87%
$0
$2.35 Billion 0.24% of portfolio
38,531
Q3 2024 Reduced 3.41%
$0
$2.26 Billion 0.23% of portfolio
44,426
Q3 2024 Added 156.84%
$0
$2.22 Billion 0.22% of portfolio
14,437
Q3 2024 Added 11.93%
$0
$2.15 Billion 0.22% of portfolio
49,523
Q3 2024 Added 19.03%
$0
$2.07 Billion 0.21% of portfolio
42,495
Q3 2024 Added 7.39%
$0
$2.03 Billion 0.2% of portfolio
27,053
Q3 2024 Added 10.69%
$0
$1.85 Billion 0.19% of portfolio
18,973
Q2 2024 Reduced 33.87%
$0
$1.88 Billion 0.19% of portfolio
31,376
Q2 2024 New
$0
$1.81 Billion 0.18% of portfolio
57,083
Q3 2024 Reduced 0.32%
$0
$1.73 Billion 0.17% of portfolio
29,294
Q3 2024 Added 6.22%
$0
$1.51 Billion 0.15% of portfolio
19,031
Q3 2024 Added 12.54%
$0
$1.36 Billion 0.14% of portfolio
22,989
Q3 2024 Added 19.88%

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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