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CIK: 0001964958
Total reported value
$2.7B
$2.7B
485 檔
8.0%
As reported in its official Q1 2024 Form 13F filing, Insigneo Advisory Services, LLC's tracked investment portfolio stood at $2.7B with 485 total positions.
During Q1 2024, Insigneo Advisory Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 485 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.29% | -1.38% | +3.91% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.92% | -0.97% | +10.78% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.62% | +0.04% | +6.66% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.48% | +0.01% | +8.55% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.03% | +0.08% | +14.91% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.85% | -0.81% | +0.43% | |
| 7 | TT | Trane Technologies plc | Stock-Industrials | 2.54% | -0.81% | — | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.17% | +0.38% | +10.36% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.05% | +0.60% | +0.49% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | +0.71% | -2.10% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.28% | -0.12% | +26.48% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.21% | -0.18% | +17.90% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | -0.35% | +19.75% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | +0.54% | +1.64% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.93% | -0.39% | -3.46% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.85% | -0.09% | -8.16% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.80% | -0.01% | -12.50% | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.76% | +0.62% | +14.91% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.75% | -0.19% | — | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | -0.22% | +18.48% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | -0.15% | +7.76% | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 0.61% | -0.39% | EXIT | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.60% | -0.19% | +8.22% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | -0.01% | +18.89% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.31% | +19.09% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.05% | +0.58% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.57% | -0.27% | +58.02% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.74% | +31.38% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.54% | -0.15% | -7.95% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.54% | +0.28% | +12.45% | |
| 31 | ALLE | Allegion plc | Stock-Industrials | 0.53% | -0.16% | — | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.52% | +1.23% | +27.77% | |
| 33 | BX | Blackstone Inc | Stock-Financials | 0.51% | -0.15% | +1.53% | |
| 34 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.50% | -0.10% | +1.86% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.85% | +5.77% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | -0.18% | +2.77% | |
| 37 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.48% | -0.14% | -1.12% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.17% | +9.65% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.42% | -0.15% | -15.88% | |
| 40 | VALE | Vale Sa-sp Adr | Stock-Materials | 0.42% | -0.07% | -1.72% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | +0.04% | +9.94% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.22% | +2.32% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.41% | -0.05% | -21.55% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.06% | +16.90% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.41% | -0.13% | -0.36% | |
| 46 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.41% | -0.10% | +3.31% | |
| 47 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.39% | -0.05% | -0.66% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.18% | +184.21% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.11% | +11.55% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.38% | +0.03% | +18.46% |
According to official SEC Form 13F filings, Insigneo Advisory Services, LLC reported a total U.S. public equity portfolio value of $2.7B across 485 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, AMZN) accounted for 8.0% of total reported equity market value during Q1 2024.
During Q1 2024, Insigneo Advisory Services, LLC's top holdings by market value included AAPL (8.3%)、SPY (4.9%)、AMZN (4.6%). The largest single position, AAPL, represented 8.3% of total portfolio value.
In Q1 2024, Insigneo Advisory Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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