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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.53 Billion 0.36% of portfolio
248,500
Q3 2024 Reduced 0.45%
$0
$1.6 Billion 0.16% of portfolio
125,500
Q2 2024 New
$0
$1.51 Billion 0.15% of portfolio
144,152
Q3 2024 Added 3.97%
$0
$701 Million 0.07% of portfolio
34,392
Q2 2024 New
$0
$642 Million 0.06% of portfolio
40,541
Q3 2024 Reduced 38.91%
$0
$563 Million 0.06% of portfolio
23,800
Q1 2023 Reduced 7.09%
$0
$569 Million 0.06% of portfolio
48,800
Q2 2024 New
$0
$383 Million 0.04% of portfolio
15,500
Q4 2022 New
$0
$422 Million 0.04% of portfolio
41,408
Q3 2024 Added 12.84%
$0
$388 Million 0.04% of portfolio
19,140
Q3 2024 Added 13.79%
$0
$369 Million 0.04% of portfolio
23,382
Q3 2024 Added 14.73%
$0
$293 Million 0.03% of portfolio
16,863
Q2 2024 New
$0
$199 Million 0.02% of portfolio
22,791
Q3 2024 Added 60.33%
$0
$203 Million 0.02% of portfolio
23,000
Q3 2024 New
$0
$144 Million 0.01% of portfolio
10,036
Q2 2024 New
$0
$98.4 Million 0.01% of portfolio
14,865
Q3 2024 Added 23.96%
$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
$0
$83.9 Million 0.01% of portfolio
14,464
Q4 2023 Reduced 11.23%
$37.8M
$61.8 Million 0.01% of portfolio
60,000
Q3 2024 Added 33.33%

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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