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CIK: 0001964958
Total reported value
$2.7B
$2.7B
636 檔
8.9%
According to the latest 13F quarterly dataset, Insigneo Advisory Services, LLC managed an equity portfolio of $2.7B at the end of Q3 2024, spanning 636 distinct U.S. exchange-listed positions.
During Q3 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 636 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.30% | -1.38% | -2.35% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.77% | +0.04% | -2.29% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.71% | +0.01% | -3.78% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.70% | -0.97% | +8.08% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.57% | +0.08% | -6.07% | |
| 6 | TT | Trane Technologies plc | Stock-Industrials | 2.79% | -0.81% | -0.15% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.56% | -0.81% | +3.32% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.19% | +0.38% | -4.77% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.61% | +0.71% | +1.10% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 1.60% | -0.83% | +14.66% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.43% | +0.60% | +9.04% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | -0.35% | -3.17% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.09% | -0.39% | -1.52% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | -0.18% | -4.94% | |
| 15 | SLV | Ishares Silver Trust | ETF-Commodities | 1.00% | -1.33% | +34.27% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.79% | -0.32% | +7.01% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | +0.54% | -6.01% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.15% | +3.55% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.22% | -9.70% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.74% | -6.14% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | -0.01% | -10.22% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.31% | -1.08% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | -0.19% | +1.17% | |
| 24 | BX | Blackstone Inc | Stock-Financials | 0.54% | -0.15% | +1.59% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | +0.28% | -10.49% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 0.52% | -0.39% | EXIT | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | -0.18% | -5.68% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.49% | -0.12% | -47.07% | |
| 29 | ALLE | Allegion plc | Stock-Industrials | 0.48% | -0.16% | -0.56% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.48% | -0.27% | -5.28% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | -0.02% | +23.34% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.45% | -0.01% | -10.78% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.45% | -0.15% | -5.49% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | +0.70% | -2.37% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.22% | -6.72% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.43% | +1.23% | -0.61% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.05% | -1.88% | |
| 38 | XLE | Ss Energy Select Sector | ETF-Other | 0.43% | -0.15% | +1.23% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.43% | +0.62% | +5.10% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | -0.36% | +31.77% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | -0.19% | — | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.18% | +8.73% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | +0.85% | -10.50% | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.39% | -0.11% | +0.17% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | -0.09% | +4.36% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | +1.18% | +9.99% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.17% | +8.88% | |
| 48 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.36% | -0.06% | -2.84% | |
| 49 | PCN | Pimco Corporate & Income Str | Stock-Other | 0.36% | -0.10% | -0.45% | |
| 50 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.35% | -0.10% | -4.00% |
According to official SEC Form 13F filings, Insigneo Advisory Services, LLC reported a total U.S. public equity portfolio value of $2.7B across 636 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, MSFT) accounted for 8.9% of total reported equity market value during Q3 2024.
During Q3 2024, Insigneo Advisory Services, LLC's top holdings by market value included AAPL (9.3%)、AMZN (3.8%)、MSFT (3.7%). The largest single position, AAPL, represented 9.3% of total portfolio value.
In Q3 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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