Insigneo Advisory Services, LLC Portfolio Holdings

Insigneo Advisory Services, LLC

  • $1.16 Trillion
  • Q2 2025

Insigneo Advisory Services, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.16 Trillion distributed in 678 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $77.7B, Nvidia Corp with a value of $55.2B, Spdr S&P 500 ETF Trust with a value of $50B, Amazon Com Inc with a value of $46.1B, and Microsoft Corp with a value of $44.7B.

Examining the 13F form we can see an increase of $195B in the current position value, from $969B to 1.16T.

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 $1.16 Trillion
ETFs: $368 Billion
Technology: $255 Billion
Financial Services: $137 Billion
Consumer Cyclical: $91.2 Billion
Communication Services: $86.6 Billion
Industrials: $70.1 Billion
Healthcare: $35.1 Billion
Energy: $28.7 Billion
Other: $48.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$77.7 Billion 6.68% of portfolio
378,848
Q2 2025 Added 2.01%
$456B
$55.2 Billion 4.74% of portfolio
349,287
Q2 2025 Added 25.69%
$0
$50 Billion 4.29% of portfolio
80,851
Q2 2025 Added 9.12%
$2.26T
$46.1 Billion 3.96% of portfolio
210,144
Q2 2025 Added 9.38%
$3.95T
$44.7 Billion 3.84% of portfolio
89,785
Q2 2025 Added 6.91%
$621B
$31.9 Billion 2.74% of portfolio
65,670
Q2 2025 Added 4.15%
$102B
$31.2 Billion 2.68% of portfolio
71,369
Q2 2025 Reduced 0.09%
$1.78T
$29.9 Billion 2.57% of portfolio
40,544
Q2 2025 Added 8.86%
$106B
$23.1 Billion 1.98% of portfolio
75,627
Q2 2025 Added 12.7%
$0
$22.7 Billion 1.95% of portfolio
41,079
Q2 2025 Added 12.59%
$1.21T
$21.4 Billion 1.84% of portfolio
121,582
Q2 2025 Added 11.04%
$1.08T
$15.8 Billion 1.35% of portfolio
49,582
Q2 2025 Added 8.36%
$18B
$12.8 Billion 1.1% of portfolio
389,932
Q2 2025 Reduced 1.17%
$0
$12.2 Billion 1.05% of portfolio
21,523
Q2 2025 Added 8.8%
$44B
$12.2 Billion 1.05% of portfolio
21,162
Q2 2025 Added 3,058.51%
$545B
$10.9 Billion 0.94% of portfolio
8,175
Q2 2025 Added 8.62%
$859B
$9.86 Billion 0.85% of portfolio
34,001
Q2 2025 Added 5.58%
Ishares Bitcoin Trust ETF
-
$9.3 Billion 0.8% of portfolio
-
Q2 2025 Added 25.43%
$0
$9.06 Billion 0.78% of portfolio
14,592
Q2 2025 Added 13.25%
$551B
$8.89 Billion 0.76% of portfolio
25,030
Q2 2025 Added 1.3%
$0
$8.62 Billion 0.74% of portfolio
47,419
Q2 2025 Added 6.8%
$127B
$7.58 Billion 0.65% of portfolio
27,490
Q2 2025 Added 1.91%
$548B
$7.02 Billion 0.6% of portfolio
12,491
Q2 2025 Added 9.05%
$0
$7.02 Billion 0.6% of portfolio
70,759
Q2 2025 Added 0.56%
$423B
$6.56 Billion 0.56% of portfolio
9
Q1 2025 Added 50.0%
$0
$6.33 Billion 0.54% of portfolio
111,331
Q2 2025 Added 43.31%
$118B
$5.69 Billion 0.49% of portfolio
2,176
Q2 2025 Added 12.92%
$0
$5.73 Billion 0.49% of portfolio
32,410
Q2 2025 Reduced 8.55%
$281B
$5.39 Billion 0.46% of portfolio
55,088
Q2 2025 Added 3.77%
$367B
$5.37 Billion 0.46% of portfolio
39,364
Q2 2025 Added 10.77%
$442B
$5.22 Billion 0.45% of portfolio
48,382
Q2 2025 Added 4.74%
$146B
$5.24 Billion 0.45% of portfolio
22,500
Q2 2025 Reduced 0.66%
$439B
$5.24 Billion 0.45% of portfolio
5,293
Q2 2025 Reduced 2.16%
$0
$5.17 Billion 0.44% of portfolio
17,011
Q2 2025 Added 1.06%
$0
$5.09 Billion 0.44% of portfolio
11,550
Q2 2025 Added 4.96%
$207B
$5.06 Billion 0.43% of portfolio
40,777
Q2 2025 Reduced 4.65%
$123B
$4.88 Billion 0.42% of portfolio
32,606
Q2 2025 Reduced 1.77%
$14.6B
$4.72 Billion 0.41% of portfolio
32,759
Q2 2025 Added 0.48%
$608B
$4.63 Billion 0.4% of portfolio
5,934
Q2 2025 Reduced 5.4%
$684B
$4.53 Billion 0.39% of portfolio
20,702
Q2 2025 Reduced 1.8%
$0
$4.56 Billion 0.39% of portfolio
89,466
Q2 2025 Added 399.22%
$0
$4.6 Billion 0.39% of portfolio
173,419
Q2 2025 Reduced 0.97%
$381B
$4.16 Billion 0.36% of portfolio
87,930
Q2 2025 Added 10.3%
$0
$4.23 Billion 0.36% of portfolio
11,542
Q2 2025 Added 9.49%
$0
$4.05 Billion 0.35% of portfolio
18,773
Q2 2025 Reduced 4.09%
$13.4B
$4.04 Billion 0.35% of portfolio
128,502
Q2 2025 Added 37.14%
Amplify ETF Tr
-
$4.08 Billion 0.35% of portfolio
-
Q2 2025 Reduced 1.22%
$0
$4.05 Billion 0.35% of portfolio
45,945
Q2 2025 Added 68.46%
$0
$3.84 Billion 0.33% of portfolio
34,798
Q2 2025 Added 0.03%

Summary

  • Portfolio
  • No. of Stocks 678
  • Current Value $1.16 Trillion
  • Prior Value $969 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 86 stocks
  • Additional Purchases 310 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 190 stocks
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