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
$67.6B
$469 Million 0.05% of portfolio
16,112
Q3 2024 Added 10.0%
Capital Group Dividend Growe
-
$489 Million 0.05% of portfolio
-
Q3 2024 New
$90.5B
$482 Million 0.05% of portfolio
1,937
Q3 2024 Reduced 0.51%
$53.4B
$493 Million 0.05% of portfolio
30,726
Q3 2024 Reduced 4.63%
$41B
$462 Million 0.05% of portfolio
5,180
Q3 2024 Added 72.15%
Kenvue Inc
-
$480 Million 0.05% of portfolio
-
Q3 2024 Reduced 5.08%
$39.7B
$524 Million 0.05% of portfolio
8,908
Q3 2024 Added 0.33%
$51.5B
$496 Million 0.05% of portfolio
3,693
Q3 2024 Reduced 0.14%
$69.8B
$495 Million 0.05% of portfolio
7,866
Q3 2024 Added 44.36%
Cme Group Inc
-
$509 Million 0.05% of portfolio
-
Q3 2024 Reduced 7.09%
$57.1B
$542 Million 0.05% of portfolio
279
Q3 2024 Reduced 31.45%
$0
$532 Million 0.05% of portfolio
2,513
Q3 2024 Reduced 30.71%
$0
$452 Million 0.05% of portfolio
13,214
Q2 2024 Reduced 15.68%
$46.2B
$458 Million 0.05% of portfolio
1,536
Q3 2024 New
$0
$505 Million 0.05% of portfolio
2,659
Q3 2024 Reduced 3.8%
$148B
$449 Million 0.05% of portfolio
1,242
Q3 2024 Reduced 42.23%
$48B
$544 Million 0.05% of portfolio
9,415
Q3 2024 Reduced 7.71%
$0
$480 Million 0.05% of portfolio
4,418
Q3 2024 Added 0.09%
$79.5B
$469 Million 0.05% of portfolio
1,732
Q3 2024 Added 2.97%
$0
$474 Million 0.05% of portfolio
2,365
Q3 2024 Reduced 0.84%
$79.5B
$450 Million 0.05% of portfolio
2,507
Q3 2024 Reduced 23.17%
$32.7B
$486 Million 0.05% of portfolio
4,887
Q3 2024 New
$19.6B
$457 Million 0.05% of portfolio
5,607
Q3 2024 New
$0
$534 Million 0.05% of portfolio
21,821
Q3 2024 Added 6.3%
$68B
$473 Million 0.05% of portfolio
332
Q3 2024 Reduced 4.05%
$0
$539 Million 0.05% of portfolio
5,618
Q3 2024 Added 0.11%
$17.3B
$507 Million 0.05% of portfolio
3,630
Q3 2024 Added 62.63%
$14.3B
$447 Million 0.05% of portfolio
6,205
Q3 2024 Added 5.74%
$0
$542 Million 0.05% of portfolio
21,155
Q3 2024 Reduced 6.04%
$0
$479 Million 0.05% of portfolio
16,242
Q3 2024 Added 7.12%
$15.5B
$543 Million 0.05% of portfolio
1,889
Q3 2024 Added 11.51%
$17.8B
$493 Million 0.05% of portfolio
11,642
Q3 2024 Added 0.03%
$0
$535 Million 0.05% of portfolio
6,974
Q3 2024 Added 19.54%
$40.3B
$450 Million 0.05% of portfolio
3,917
Q3 2024 Reduced 12.25%
$22.9B
$493 Million 0.05% of portfolio
5,103
Q3 2024 Added 6.38%
$68.9B
$522 Million 0.05% of portfolio
11,434
Q3 2024 Reduced 6.12%
$85.4B
$544 Million 0.05% of portfolio
13,367
Q3 2024 Added 10.31%
$26.5B
$522 Million 0.05% of portfolio
8,553
Q3 2024 Added 2.24%
$36.4B
$410 Million 0.04% of portfolio
762
Q3 2024 Reduced 31.54%
Arm Holdings PLC
-
$377 Million 0.04% of portfolio
-
Q3 2024 Reduced 26.96%
$28.1B
$350 Million 0.04% of portfolio
4,819
Q3 2024 Added 1.56%
$41.1B
$379 Million 0.04% of portfolio
7,459
Q3 2024 Reduced 6.09%
$50.1B
$382 Million 0.04% of portfolio
27,954
Q3 2024 Added 40.89%
$61.7B
$398 Million 0.04% of portfolio
13,455
Q3 2024 Reduced 3.76%
$78.5B
$387 Million 0.04% of portfolio
1,119
Q3 2024 Added 0.18%
$47.2B
$360 Million 0.04% of portfolio
2,011
Q3 2024 Reduced 32.9%
$87.1B
$366 Million 0.04% of portfolio
741
Q3 2024 Reduced 7.84%
$31B
$432 Million 0.04% of portfolio
7,913
Q3 2024 Added 18.51%
$47.5B
$360 Million 0.04% of portfolio
617
Q3 2024 New

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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