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
$0
$2.07 Billion 0.21% of portfolio
42,495
Q3 2024 Added 7.39%
$235B
$2.12 Billion 0.21% of portfolio
20,001
Q3 2024 Reduced 19.1%
$150B
$2.09 Billion 0.21% of portfolio
24,760
Q3 2024 Reduced 14.05%
$174B
$2 Billion 0.2% of portfolio
16,517
Q3 2024 Added 8.98%
$233B
$2.01 Billion 0.2% of portfolio
30,542
Q3 2024 Added 31.05%
$0
$2.03 Billion 0.2% of portfolio
27,053
Q3 2024 Added 10.69%
$201B
$1.94 Billion 0.2% of portfolio
3,140
Q3 2024 Reduced 6.13%
$194B
$1.9 Billion 0.19% of portfolio
3,057
Q3 2024 Reduced 14.61%
$223B
$1.89 Billion 0.19% of portfolio
5,340
Q3 2024 Reduced 1.86%
$0
$1.85 Billion 0.19% of portfolio
18,973
Q2 2024 Reduced 33.87%
$175B
$1.84 Billion 0.19% of portfolio
40,882
Q3 2024 Reduced 0.36%
$0
$1.88 Billion 0.19% of portfolio
31,376
Q2 2024 New
$167B
$1.85 Billion 0.19% of portfolio
6,818
Q3 2024 Reduced 2.24%
$162B
$1.75 Billion 0.18% of portfolio
79,606
Q3 2024 Reduced 13.86%
$0
$1.81 Billion 0.18% of portfolio
57,083
Q3 2024 Reduced 0.32%
$219B
$1.8 Billion 0.18% of portfolio
10,585
Q3 2024 Reduced 10.95%
$139B
$1.69 Billion 0.17% of portfolio
14,372
Q3 2024 Reduced 19.3%
$143B
$1.71 Billion 0.17% of portfolio
5,161
Q3 2024 Reduced 12.11%
$177B
$1.69 Billion 0.17% of portfolio
8,181
Q3 2024 Reduced 10.26%
$186B
$1.69 Billion 0.17% of portfolio
3,437
Q3 2024 Reduced 7.83%
Ishares Ethereum Tr
-
$1.69 Billion 0.17% of portfolio
-
Q3 2024 New
Annaly Capital Management In
-
$1.55 Billion 0.16% of portfolio
-
Q3 2024 Reduced 0.77%
$203B
$1.54 Billion 0.16% of portfolio
3,107
Q3 2024 Added 9.29%
$199B
$1.6 Billion 0.16% of portfolio
13,196
Q3 2024 Reduced 10.53%
$0
$1.6 Billion 0.16% of portfolio
125,500
Q2 2024 New
$203B
$1.62 Billion 0.16% of portfolio
14,247
Q3 2024 Added 7.39%
$145B
$1.59 Billion 0.16% of portfolio
21,189
Q3 2024 Added 4.1%
$120B
$1.6 Billion 0.16% of portfolio
5,533
Q3 2024 Reduced 7.18%
-
$1.56 Billion 0.16% of portfolio
-
Q3 2024 Reduced 4.07%
$125B
$1.54 Billion 0.16% of portfolio
18,419
Q3 2024 Reduced 16.12%
$282B
$1.62 Billion 0.16% of portfolio
28,682
Q3 2024 Reduced 2.72%
$99.3B
$1.49 Billion 0.15% of portfolio
19,035
Q3 2024 Reduced 13.66%
First Tr Exchng Traded Fd Vi
-
$1.5 Billion 0.15% of portfolio
-
Q2 2024 Reduced 2.42%
$72.3B
$1.52 Billion 0.15% of portfolio
5,436
Q3 2024 Added 0.83%
$189B
$1.46 Billion 0.15% of portfolio
34,912
Q3 2024 Added 2.88%
$70B
$1.51 Billion 0.15% of portfolio
9,692
Q3 2024 Added 7.09%
$0
$1.51 Billion 0.15% of portfolio
144,152
Q3 2024 Added 3.97%
$0
$1.51 Billion 0.15% of portfolio
19,031
Q3 2024 Added 12.54%
Linde PLC
-
$1.36 Billion 0.14% of portfolio
-
Q3 2024 Reduced 19.25%
$0
$1.36 Billion 0.14% of portfolio
22,989
Q3 2024 Added 19.88%
$230B
$1.42 Billion 0.14% of portfolio
11,947
Q3 2024 Added 11.73%
$0
$1.34 Billion 0.14% of portfolio
16,733
Q3 2024 Added 11.21%
$41B
$1.37 Billion 0.14% of portfolio
27,575
Q3 2024 Added 12.69%
$91.5B
$1.28 Billion 0.13% of portfolio
5,502
Q3 2024 Added 15.25%
$150B
$1.31 Billion 0.13% of portfolio
5,143
Q3 2024 Reduced 22.5%
$0
$1.29 Billion 0.13% of portfolio
11,013
Q3 2024 Added 28.43%
$52.5B
$1.33 Billion 0.13% of portfolio
12,126
Q3 2024 Reduced 4.86%
$97.8B
$1.31 Billion 0.13% of portfolio
9,603
Q3 2024 Reduced 10.14%
$0
$1.29 Billion 0.13% of portfolio
20,752
Q3 2024 Added 10.65%

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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