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CIK: 0001964958
Total reported value
$2.7B
$2.7B
626 檔
9.4%
During the Q4 2024 filing period, Insigneo Advisory Services, LLC (CIK: 0001964958) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.7B across 626 reported positions.
During Q4 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 626 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.77% | -1.38% | -4.53% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.35% | -0.97% | +12.46% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.34% | +0.04% | -4.46% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.98% | +0.08% | -1.55% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.54% | +0.01% | -4.91% | |
| 6 | TT | Trane Technologies plc | Stock-Industrials | 2.72% | -0.81% | -0.03% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.67% | -0.81% | +3.11% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.11% | +0.38% | -7.99% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.99% | +0.71% | +5.65% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.67% | +0.60% | +8.34% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.56% | -0.83% | -4.55% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.53% | -0.39% | -11.17% | |
| 13 | SLV | Ishares Silver Trust | ETF-Commodities | 1.08% | -1.33% | +14.34% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.06% | -0.18% | -11.84% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | -0.35% | -20.99% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | +0.54% | -2.35% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | -0.15% | -3.19% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.72% | -0.32% | -6.03% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | -0.36% | +58.65% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.68% | -0.27% | +41.40% | |
| 21 | BX | Blackstone Inc | Stock-Financials | 0.67% | -0.15% | +7.91% | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.64% | -0.27% | +100.40% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.64% | +0.28% | -6.31% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | -0.19% | +8.07% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | -0.22% | -14.75% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 0.57% | -0.39% | EXIT | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | -0.09% | +29.95% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | -0.18% | -2.17% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.50% | +0.62% | -1.62% | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.50% | -0.15% | +6.77% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +1.18% | -6.11% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.22% | -1.93% | |
| 33 | ALLE | Allegion plc | Stock-Industrials | 0.44% | -0.16% | -0.19% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.74% | -16.35% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.44% | -0.11% | +285.74% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.31% | -16.09% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.18% | -7.56% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | -0.19% | — | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.41% | -0.15% | -3.59% | |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.41% | -0.11% | +3.59% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | +0.70% | -22.31% | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.38% | -0.13% | +30.92% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.36% | -0.04% | +2.99% | |
| 44 | PCN | Pimco Corporate & Income Str | Stock-Other | 0.34% | -0.10% | — | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.05% | -20.24% | |
| 46 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.34% | -0.13% | +9.67% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | -0.01% | -34.37% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.33% | -0.12% | -31.53% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.32% | -0.10% | -6.86% | |
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.32% | +0.30% | +112.36% |
According to official SEC Form 13F filings, Insigneo Advisory Services, LLC reported a total U.S. public equity portfolio value of $2.7B across 626 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, AMZN) accounted for 9.4% of total reported equity market value during Q4 2024.
During Q4 2024, Insigneo Advisory Services, LLC's top holdings by market value included AAPL (9.8%)、SPY (4.3%)、AMZN (4.3%). The largest single position, AAPL, represented 9.8% of total portfolio value.
In Q4 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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