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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.27B
$704 Million 0.07% of portfolio
48,312
Q3 2024 Reduced 28.52%
$3.61B
$566 Million 0.06% of portfolio
3,357
Q3 2024 Added 1,237.45%
$2.21B
$392 Million 0.04% of portfolio
8,317
Q3 2024 Added 398.62%
$6.82B
$348 Million 0.04% of portfolio
3,473
Q4 2023 New
$3.98B
$355 Million 0.04% of portfolio
17,521
Q3 2024 New
$6.22B
$430 Million 0.04% of portfolio
45,781
Q3 2024 Reduced 0.83%
$6.47B
$360 Million 0.04% of portfolio
12,775
Q1 2024 New
$8.56B
$322 Million 0.03% of portfolio
4,662
Q3 2024 Added 4.06%
$6.14B
$311 Million 0.03% of portfolio
15,257
Q3 2024 New
$7.58B
$257 Million 0.03% of portfolio
38,464
Q3 2024 Added 3.63%
$5.35B
$300 Million 0.03% of portfolio
4,859
Q3 2024 Added 3.67%
$6.26B
$305 Million 0.03% of portfolio
1,845
Q3 2024 New
$4.39B
$299 Million 0.03% of portfolio
1,500
Q3 2024 New
$3.19B
$237 Million 0.02% of portfolio
17,501
Q3 2024 Added 42.26%
$3.92B
$191 Million 0.02% of portfolio
18,450
Q3 2024 Reduced 40.0%
$3.65B
$188 Million 0.02% of portfolio
10,137
Q3 2024 New
$4.25B
$228 Million 0.02% of portfolio
2,449
Q3 2024 Reduced 4.11%
$4.63B
$56.5 Million 0.01% of portfolio
16,016
Q2 2024 Reduced 7.96%
$5.28B
$138 Million 0.01% of portfolio
13,184
Q3 2024 Reduced 1.63%
$2.76B
$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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