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
$98.4 Million 0.01% of portfolio
14,865
Q3 2024 Added 23.96%
$931M
$63.3 Million 0.01% of portfolio
10,000
Q2 2024 New
$24.2B
$102 Million 0.01% of portfolio
10,200
Q3 2024 Reduced 33.99%
$499M
$109 Million 0.01% of portfolio
20,000
Q3 2024 New
$2.07B
$140 Million 0.01% of portfolio
19,076
Q2 2024 Reduced 12.28%
$34.8B
$104 Million 0.01% of portfolio
42,676
Q3 2024 Reduced 78.12%
$80.9B
$74.4 Million 0.01% of portfolio
14,593
Q3 2024 Reduced 17.36%
$0
$96.9 Million 0.01% of portfolio
11,693
Q3 2024 Reduced 4.16%
$0
$134 Million 0.01% of portfolio
11,263
Q2 2024 New
$0
$127 Million 0.01% of portfolio
10,000
Q2 2024 New
$0
$114 Million 0.01% of portfolio
15,100
Q2 2024 Reduced 39.84%
$0
$147 Million 0.01% of portfolio
10,038
Q2 2023 New
$1.09B
$114 Million 0.01% of portfolio
11,649
Q3 2024 Added 0.26%
$0
$83.9 Million 0.01% of portfolio
14,464
Q4 2023 Reduced 11.23%
$47.9B
$72.1 Million 0.01% of portfolio
23,095
Q3 2024 Added 50.43%
$33.1M
$61.8 Million 0.01% of portfolio
60,000
Q3 2024 Added 33.33%
$140M
$26.6 Million 0.0% of portfolio
15,006
Q1 2024 New
$200M
$15.1 Million 0.0% of portfolio
15,752
Q3 2024 New
$66.5M
$25.8 Million 0.0% of portfolio
31,200
Q1 2024 New
$2.88B
$32 Million 0.0% of portfolio
10,389
Q3 2024 Reduced 42.25%

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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