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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$129B
$837 Million 0.08% of portfolio
22,497
Q3 2024 Reduced 25.33%
$98.1B
$810 Million 0.08% of portfolio
2,337
Q3 2024 Added 19.17%
$113B
$770 Million 0.08% of portfolio
7,900
Q3 2024 Added 28.46%
$0
$797 Million 0.08% of portfolio
8,924
Q3 2024 Reduced 0.32%
$88.4B
$767 Million 0.08% of portfolio
10,415
Q3 2024 Reduced 19.21%
$116B
$837 Million 0.08% of portfolio
9,300
Q3 2024 Reduced 19.4%
$79.1B
$821 Million 0.08% of portfolio
2,716
Q3 2024 Reduced 6.79%
$89.4B
$745 Million 0.08% of portfolio
3,591
Q3 2024 Added 6.84%
$70.3B
$778 Million 0.08% of portfolio
6,959
Q3 2024 Reduced 0.85%
$111B
$763 Million 0.08% of portfolio
9,096
Q3 2024 Added 3.01%
$0
$750 Million 0.08% of portfolio
14,867
Q3 2024 Added 11.52%
$0
$756 Million 0.08% of portfolio
3,277
Q3 2024 Added 19.77%
-
$818 Million 0.08% of portfolio
-
Q3 2024 New
$196B
$764 Million 0.08% of portfolio
9,802
Q3 2024 Added 19.2%
$0
$761 Million 0.08% of portfolio
8,377
Q3 2024 Reduced 6.3%
$267B
$765 Million 0.08% of portfolio
3,340
Q3 2024 Reduced 3.91%
$98.8B
$824 Million 0.08% of portfolio
11,582
Q3 2024 Added 103.69%
$145B
$819 Million 0.08% of portfolio
4,052
Q3 2024 Reduced 17.27%
$28.2B
$754 Million 0.08% of portfolio
3,930
Q3 2024 Added 33.49%
$0
$784 Million 0.08% of portfolio
9,649
Q3 2024 Added 55.28%
$64.2B
$769 Million 0.08% of portfolio
3,189
Q3 2024 Added 45.55%
$0
$690 Million 0.07% of portfolio
14,425
Q3 2024 Added 9.69%
$0
$732 Million 0.07% of portfolio
40,100
Q3 2024 Added 11.53%
$129B
$738 Million 0.07% of portfolio
5,648
Q3 2024 Added 42.81%
$0
$663 Million 0.07% of portfolio
4,899
Q3 2024 Added 0.02%
$52.1B
$689 Million 0.07% of portfolio
2,818
Q3 2024 Added 9.06%
$0
$701 Million 0.07% of portfolio
34,392
Q2 2024 New
$61.1B
$661 Million 0.07% of portfolio
2,822
Q3 2024 Added 62.0%
$0
$670 Million 0.07% of portfolio
2,360
Q3 2024 Reduced 1.05%
$0
$647 Million 0.07% of portfolio
15,993
Q3 2024 Reduced 35.35%
$395M
$651 Million 0.07% of portfolio
31,337
Q2 2024 New
$147B
$693 Million 0.07% of portfolio
10,695
Q3 2024 Added 0.52%
$0
$677 Million 0.07% of portfolio
11,828
Q3 2024 Reduced 36.53%
$9.55B
$700 Million 0.07% of portfolio
858
Q3 2024 Reduced 5.4%
$0
$680 Million 0.07% of portfolio
7,265
Q3 2024 Added 7.34%
Te Connectivity PLC
-
$684 Million 0.07% of portfolio
-
Q3 2024 New
$293B
$701 Million 0.07% of portfolio
3,399
Q3 2024 Reduced 15.7%
$0
$691 Million 0.07% of portfolio
6,032
Q3 2024 Reduced 0.17%
$61.8B
$743 Million 0.07% of portfolio
17,369
Q3 2024 Added 29.03%
$47.3B
$652 Million 0.07% of portfolio
2,743
Q3 2024 Added 0.66%
$164B
$737 Million 0.07% of portfolio
1,426
Q3 2024 Reduced 23.46%
$0
$691 Million 0.07% of portfolio
13,093
Q3 2024 Added 10.03%
Veralto Corp
-
$645 Million 0.07% of portfolio
-
Q3 2024 Added 1.82%
$2.33B
$654 Million 0.07% of portfolio
25,083
Q3 2024 Added 7.2%
$56.2B
$695 Million 0.07% of portfolio
3,644
Q3 2024 Added 1.87%
$198B
$703 Million 0.07% of portfolio
167
Q3 2024 Reduced 35.02%
$67.3B
$711 Million 0.07% of portfolio
5,063
Q3 2024 Added 15.2%
$115B
$741 Million 0.07% of portfolio
1,930
Q3 2024 Reduced 0.92%
Ge Healthcare Technologies I
-
$699 Million 0.07% of portfolio
-
Q3 2024 Added 14.33%

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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