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
$383 Million 0.04% of portfolio
7,137
Q3 2024 New
$0
$436 Million 0.04% of portfolio
8,011
Q3 2024 Added 81.61%
$0
$442 Million 0.04% of portfolio
9,021
Q3 2024 New
Goldman Sachs ETF Tr
-
$435 Million 0.04% of portfolio
-
Q2 2024 Added 30.03%
$0
$431 Million 0.04% of portfolio
4,250
Q3 2024 Reduced 12.91%
$0
$356 Million 0.04% of portfolio
4,555
Q3 2024 Added 6.55%
$0
$427 Million 0.04% of portfolio
4,100
Q2 2024 Reduced 4.65%
$0
$364 Million 0.04% of portfolio
3,985
Q3 2024 Added 21.16%
$0
$356 Million 0.04% of portfolio
8,794
Q2 2024 New
$1.27B
$326 Million 0.03% of portfolio
45,484
Q3 2023 New
$13.8B
$284 Million 0.03% of portfolio
649
Q3 2024 Reduced 7.55%
$23.5B
$285 Million 0.03% of portfolio
5,464
Q3 2024 Added 0.83%
$12.9B
$279 Million 0.03% of portfolio
5,482
Q3 2024 Reduced 14.33%
$0
$262 Million 0.03% of portfolio
2,734
Q3 2024 Reduced 29.59%
$17.5B
$257 Million 0.03% of portfolio
2,123
Q3 2024 Reduced 1.48%
$65.7B
$288 Million 0.03% of portfolio
1,433
Q3 2024 Reduced 13.36%
$0
$265 Million 0.03% of portfolio
2,800
Q2 2024 New
$0
$260 Million 0.03% of portfolio
6,293
Q3 2024 New
$0
$288 Million 0.03% of portfolio
6,607
Q3 2024 Reduced 9.84%
$0
$343 Million 0.03% of portfolio
5,855
Q3 2024 Reduced 19.9%
$105B
$282 Million 0.03% of portfolio
2,236
Q3 2024 New
$0
$256 Million 0.03% of portfolio
7,972
Q3 2024 Reduced 3.09%
$58.8B
$299 Million 0.03% of portfolio
823
Q3 2024 Added 5.92%
$19.8B
$271 Million 0.03% of portfolio
3,838
Q3 2024 Reduced 10.33%
$0
$284 Million 0.03% of portfolio
7,893
Q3 2024 Added 0.04%
-
$250 Million 0.03% of portfolio
-
Q3 2024 Reduced 10.71%
$0
$330 Million 0.03% of portfolio
5,663
Q2 2024 Reduced 12.43%
-
$280 Million 0.03% of portfolio
-
Q3 2024 Reduced 2.14%
$79.6B
$268 Million 0.03% of portfolio
530
Q3 2024 Reduced 25.77%
$7.6B
$322 Million 0.03% of portfolio
4,662
Q3 2024 Added 4.06%
$0
$323 Million 0.03% of portfolio
5,152
Q3 2024 Reduced 0.04%
$0
$332 Million 0.03% of portfolio
12,450
Q3 2024 Reduced 7.43%
$0
$294 Million 0.03% of portfolio
6,800
Q3 2024 Reduced 35.8%
$0
$331 Million 0.03% of portfolio
9,903
Q2 2024 Reduced 49.86%
$6.02B
$311 Million 0.03% of portfolio
15,257
Q3 2024 New
$0
$249 Million 0.03% of portfolio
2,610
Q3 2024 New
$0
$279 Million 0.03% of portfolio
8,250
Q3 2024 Reduced 0.57%
$413M
$336 Million 0.03% of portfolio
22,570
Q2 2024 Reduced 1.01%
$0
$302 Million 0.03% of portfolio
5,681
Q4 2023 Added 8.21%
$0
$264 Million 0.03% of portfolio
1,861
Q3 2024 Reduced 54.42%
$38B
$268 Million 0.03% of portfolio
3,432
Q3 2024 Reduced 13.27%
$29B
$299 Million 0.03% of portfolio
3,577
Q3 2024 New
$0
$319 Million 0.03% of portfolio
3,069
Q3 2024 Added 26.82%
$13.8B
$347 Million 0.03% of portfolio
1,055
Q3 2024 New
$464M
$248 Million 0.03% of portfolio
117,600
Q3 2024 Reduced 1.42%
$0
$272 Million 0.03% of portfolio
5,131
Q3 2024 Added 0.02%
$20B
$258 Million 0.03% of portfolio
2,352
Q3 2024 Reduced 7.11%
$0
$266 Million 0.03% of portfolio
2,947
Q3 2024 New
$0
$302 Million 0.03% of portfolio
3,132
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
Track This Portfolio

Track Insigneo Advisory Services, LLC Portfolio

Follow Insigneo Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insigneo Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insigneo Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email