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
$16.8B
$665 Million 0.07% of portfolio
19,898
Q3 2024 Added 3.91%
$5.27B
$704 Million 0.07% of portfolio
48,312
Q3 2024 Reduced 28.52%
$44.6B
$676 Million 0.07% of portfolio
10,074
Q3 2024 Added 1.65%
$43.5B
$736 Million 0.07% of portfolio
69,667
Q3 2024 Reduced 18.66%
$43.4B
$690 Million 0.07% of portfolio
3,871
Q3 2024 Added 37.08%
$0
$645 Million 0.07% of portfolio
17,742
Q3 2024 Added 28.32%
$100B
$680 Million 0.07% of portfolio
13,314
Q3 2024 Reduced 3.47%
$41.7B
$698 Million 0.07% of portfolio
6,984
Q3 2024 Reduced 1.1%
$120B
$728 Million 0.07% of portfolio
14,064
Q3 2024 Reduced 32.75%
$0
$650 Million 0.07% of portfolio
22,716
Q2 2024 New
First Tr Exchng Traded Fd Vi
-
$665 Million 0.07% of portfolio
-
Q3 2024 Reduced 3.16%
$0
$626 Million 0.06% of portfolio
13,367
Q3 2024 Reduced 28.65%
$61B
$581 Million 0.06% of portfolio
11,640
Q3 2024 Reduced 4.39%
-
$558 Million 0.06% of portfolio
-
Q1 2024 New
$62B
$616 Million 0.06% of portfolio
2,188
Q3 2024 Reduced 30.38%
$0
$571 Million 0.06% of portfolio
12,009
Q3 2024 New
$0
$643 Million 0.06% of portfolio
17,178
Q3 2024 Reduced 30.26%
$0
$575 Million 0.06% of portfolio
9,414
Q3 2024 Added 0.52%
$0
$642 Million 0.06% of portfolio
40,541
Q3 2024 Reduced 38.91%
$0
$598 Million 0.06% of portfolio
5,423
Q3 2024 Reduced 17.03%
$0
$563 Million 0.06% of portfolio
23,800
Q1 2023 Reduced 7.09%
$0
$639 Million 0.06% of portfolio
29,381
Q2 2024 New
$0
$635 Million 0.06% of portfolio
8,781
Q3 2024 Added 23.75%
$33B
$570 Million 0.06% of portfolio
2,122
Q3 2024 Reduced 2.97%
$0
$638 Million 0.06% of portfolio
7,239
Q3 2024 Reduced 4.33%
$95.7B
$565 Million 0.06% of portfolio
6,260
Q3 2024 Reduced 23.39%
$59B
$554 Million 0.06% of portfolio
3,121
Q3 2024 Added 60.13%
$0
$578 Million 0.06% of portfolio
11,070
Q3 2024 Reduced 0.79%
$71.7B
$598 Million 0.06% of portfolio
4,378
Q3 2024 Added 25.99%
$42.6B
$627 Million 0.06% of portfolio
1,568
Q3 2024 Added 1.42%
$0
$614 Million 0.06% of portfolio
11,675
Q3 2024 Added 0.84%
$0
$569 Million 0.06% of portfolio
48,800
Q2 2024 New
$3.18B
$566 Million 0.06% of portfolio
3,357
Q3 2024 Added 1,237.45%
Bank America Corp
-
$580 Million 0.06% of portfolio
-
Q3 2024 Added 1.79%
$44.6B
$596 Million 0.06% of portfolio
50,989
Q3 2024 Added 29.1%
$0
$624 Million 0.06% of portfolio
20,693
Q3 2024 New
$100B
$616 Million 0.06% of portfolio
26,258
Q3 2024 Reduced 27.19%
$76.6B
$587 Million 0.06% of portfolio
2,145
Q3 2024 Reduced 28.86%
$0
$619 Million 0.06% of portfolio
6,052
Q3 2024 Reduced 9.59%
$53.4B
$565 Million 0.06% of portfolio
6,742
Q3 2024 Added 49.39%
$81B
$588 Million 0.06% of portfolio
13,124
Q3 2024 Reduced 26.98%
$120B
$611 Million 0.06% of portfolio
1,314
Q3 2024 Added 5.2%
$131B
$573 Million 0.06% of portfolio
9,233
Q3 2024 Reduced 0.23%
-
$534 Million 0.05% of portfolio
-
Q2 2024 New
$44.9B
$519 Million 0.05% of portfolio
4,371
Q3 2024 Reduced 9.24%
$24B
$521 Million 0.05% of portfolio
2,301
Q3 2024 Reduced 1.46%
$0
$466 Million 0.05% of portfolio
7,869
Q3 2024 Reduced 12.3%
$0
$499 Million 0.05% of portfolio
17,433
Q2 2024 New
$96.2B
$458 Million 0.05% of portfolio
880
Q3 2024 Added 2.09%

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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