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CIK: 0001964958
Total reported value
$2.7B
$2.7B
589 檔
8.0%
In Q2 2024, Insigneo Advisory Services, LLC's U.S. equity holdings reached a combined market value of $2.7B, distributed across 589 disclosed stock positions.
During Q2 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 589 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.55% | -1.38% | -0.34% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.95% | +0.01% | -0.92% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.72% | +0.04% | -4.83% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.51% | +0.08% | +1000.46% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.44% | -0.97% | -25.11% | |
| 6 | TT | Trane Technologies plc | Stock-Industrials | 2.52% | -0.81% | +0.08% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.49% | -0.81% | -6.44% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.14% | +0.38% | +5.91% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.71% | +0.71% | +1.40% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 1.43% | -0.83% | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.31% | +0.60% | -31.21% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | -0.35% | +13.19% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.16% | -0.18% | -4.29% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.95% | -0.12% | -17.73% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | -0.39% | -5.61% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.81% | -0.32% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | +0.54% | -10.23% | |
| 18 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.74% | -0.02% | +499.18% | |
| 19 | SLV | Ishares Silver Trust | ETF-Commodities | 0.72% | -1.33% | — | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.15% | +8.50% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | -0.01% | +8.98% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | -0.22% | +6.07% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.31% | +12.53% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.74% | +14.90% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 0.58% | -0.39% | EXIT | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | -0.19% | +0.00% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | +0.28% | +10.56% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | -0.18% | +15.48% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.51% | -0.27% | -0.54% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.50% | -0.01% | -32.91% | |
| 31 | BX | Blackstone Inc | Stock-Financials | 0.50% | -0.15% | +4.44% | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.49% | -0.15% | +24.92% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.22% | +11.88% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | +0.70% | +164.77% | |
| 35 | ALLE | Allegion plc | Stock-Industrials | 0.47% | -0.16% | +0.09% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | +0.85% | -1.15% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.47% | -0.15% | -0.96% | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.43% | -0.11% | — | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.05% | -14.45% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | -0.19% | -40.00% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.42% | +0.62% | -19.30% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.40% | +1.23% | +7.85% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.17% | -13.33% | |
| 44 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.38% | -0.05% | — | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.37% | -0.02% | +64.31% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.37% | -0.09% | -51.53% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.06% | -7.26% | |
| 48 | PCN | Pimco Corporate & Income Str | Stock-Other | 0.37% | -0.10% | — | |
| 49 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.36% | -0.10% | +2.66% | |
| 50 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.36% | -0.09% | — |
According to official SEC Form 13F filings, Insigneo Advisory Services, LLC reported a total U.S. public equity portfolio value of $2.7B across 589 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 8.0% of total reported equity market value during Q2 2024.
During Q2 2024, Insigneo Advisory Services, LLC's top holdings by market value included AAPL (9.6%)、MSFT (4.0%)、AMZN (3.7%). The largest single position, AAPL, represented 9.6% of total portfolio value.
In Q2 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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