Insigneo Advisory Services, LLC Portfolio Holdings

Insigneo Advisory Services, LLC

  • $969 Billion
  • Q1 2025

Insigneo Advisory Services, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $969 Billion distributed in 634 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $82.5B, Spdr S&P 500 ETF Trust with a value of $41.4B, Amazon Com Inc with a value of $36.6B, Berkshire Hathaway Inc Class B with a value of $33.6B, and Microsoft Corp with a value of $31.5B.

Examining the 13F form we can see an increase of $995M in the current position value, from $968B to 969B.

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 $969 Billion
ETFs: $316 Billion
Technology: $200 Billion
Financial Services: $117 Billion
Consumer Cyclical: $73.4 Billion
Communication Services: $65.6 Billion
Industrials: $57.2 Billion
Healthcare: $35.9 Billion
Energy: $28.7 Billion
Other: $41.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.81B
$991 Million 0.1% of portfolio
692
Q1 2025 Added 6.13%
$217B
$923 Million 0.1% of portfolio
1,503
Q1 2025 Reduced 30.22%
$74.1B
$929 Million 0.1% of portfolio
5,639
Q1 2025 Added 12.26%
$65.3B
$946 Million 0.1% of portfolio
3,208
Q1 2025 Added 9.53%
$121B
$968 Million 0.1% of portfolio
2,167
Q1 2025 Reduced 44.83%
$74.5B
$936 Million 0.1% of portfolio
8,509
Q1 2025 Added 12.81%
$50.1B
$861 Million 0.09% of portfolio
3,760
Q1 2025 Added 19.29%
$57.6B
$901 Million 0.09% of portfolio
1,860
Q1 2025 Reduced 1.69%
$185B
$860 Million 0.09% of portfolio
5,736
Q1 2025 Reduced 9.88%
$1.55B
$914 Million 0.09% of portfolio
18,208
Q1 2025 Reduced 23.57%
$30.6B
$825 Million 0.09% of portfolio
8,965
Q1 2025 New
$103B
$852 Million 0.09% of portfolio
3,915
Q1 2025 Reduced 12.06%
$159B
$861 Million 0.09% of portfolio
2,762
Q1 2025 Reduced 20.36%
$147B
$845 Million 0.09% of portfolio
2,986
Q1 2025 Added 6.99%
$91.1B
$734 Million 0.08% of portfolio
2,102
Q1 2025 Reduced 3.13%
$57.3B
$799 Million 0.08% of portfolio
1,519
Q1 2025 Reduced 2.25%
$120B
$730 Million 0.08% of portfolio
6,318
Q1 2025 Reduced 16.04%
$78.2B
$808 Million 0.08% of portfolio
1,578
Q1 2025 Added 6.77%
$53.3B
$815 Million 0.08% of portfolio
4,910
Q1 2025 Added 96.87%
$139B
$790 Million 0.08% of portfolio
1,437
Q1 2025 Added 36.47%
$54.6B
$791 Million 0.08% of portfolio
6,625
Q1 2025 Reduced 13.57%
$118B
$647 Million 0.07% of portfolio
7,204
Q1 2025 Added 0.24%
$3.93B
$684 Million 0.07% of portfolio
8,855
Q1 2025 Added 258.5%
$157B
$633 Million 0.07% of portfolio
9,122
Q1 2025 Reduced 26.19%
$92.7B
$661 Million 0.07% of portfolio
10,407
Q1 2025 Reduced 1.5%
$95.8B
$723 Million 0.07% of portfolio
21,403
Q1 2025 Reduced 1.29%
-
$669 Million 0.07% of portfolio
-
Q4 2024 Added 28.16%
$73.8B
$660 Million 0.07% of portfolio
1,653
Q1 2025 Added 47.06%
$274B
$644 Million 0.07% of portfolio
3,215
Q1 2025 Added 14.49%
$103B
$658 Million 0.07% of portfolio
10,970
Q1 2025 Added 1.17%
$59.9B
$726 Million 0.07% of portfolio
17,632
Q1 2025 Added 4.73%
$59.8B
$699 Million 0.07% of portfolio
2,644
Q1 2025 Reduced 2.0%
$365B
$649 Million 0.07% of portfolio
2,417
Q1 2025 Reduced 23.63%
$142B
$725 Million 0.07% of portfolio
6,468
Q1 2025 Added 0.97%
$51.4B
$553 Million 0.06% of portfolio
13,235
Q1 2025 Reduced 7.66%
$71B
$578 Million 0.06% of portfolio
3,951
Q1 2025 Added 10.8%
$91.6B
$590 Million 0.06% of portfolio
8,700
Q1 2025 Added 79.38%
$39.3B
$602 Million 0.06% of portfolio
2,328
Q1 2025 Reduced 2.76%
$44.5B
$538 Million 0.06% of portfolio
11,744
Q1 2025 Added 51.56%
$33.6B
$538 Million 0.06% of portfolio
9,827
Q1 2025 Added 1.49%
$146B
$577 Million 0.06% of portfolio
2,817
Q1 2025 Reduced 33.83%
$0
$543 Million 0.06% of portfolio
54,856
Q1 2025 Added 14.61%
$154B
$543 Million 0.06% of portfolio
9,118
Q1 2025 Reduced 42.99%
$5.27B
$615 Million 0.06% of portfolio
41,943
Q1 2025 Reduced 15.99%
$219B
$594 Million 0.06% of portfolio
8,082
Q1 2025 Reduced 0.49%
$88B
$584 Million 0.06% of portfolio
4,266
Q1 2025 Added 6.76%
$73.4B
$607 Million 0.06% of portfolio
7,571
Q1 2025 Added 31.26%
$24.4B
$562 Million 0.06% of portfolio
3,507
Q1 2025 Added 60.06%
$177B
$578 Million 0.06% of portfolio
3,217
Q1 2025 Reduced 19.55%

Summary

  • Portfolio
  • No. of Stocks 634
  • Current Value $969 Billion
  • Prior Value $968 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 78 stocks
  • Additional Purchases 269 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 211 stocks
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