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
$48.3B
$627 Million 0.06% of portfolio
2,687
Q1 2025 Added 5.91%
$30.3B
$570 Million 0.06% of portfolio
10,488
Q1 2025 Added 6.57%
$53B
$567 Million 0.06% of portfolio
3,290
Q1 2025 Added 28.17%
$143B
$608 Million 0.06% of portfolio
2,235
Q1 2025 Reduced 14.73%
$42.6B
$563 Million 0.06% of portfolio
5,971
Q1 2025 Reduced 6.0%
$31.7B
$534 Million 0.06% of portfolio
16,366
Q1 2025 Added 31.62%
$23.4B
$545 Million 0.06% of portfolio
16,468
Q1 2025 Reduced 4.32%
$60.5B
$477 Million 0.05% of portfolio
2,510
Q1 2025 Added 18.68%
$0
$532 Million 0.05% of portfolio
48,800
Q2 2024 New
$264B
$499 Million 0.05% of portfolio
4,478
Q1 2025 Reduced 3.12%
$60.2B
$521 Million 0.05% of portfolio
2,200
Q1 2025 Added 4.07%
-
$533 Million 0.05% of portfolio
-
Q1 2025 Reduced 2.33%
-
$522 Million 0.05% of portfolio
-
Q1 2025 Added 19.55%
$47.6B
$496 Million 0.05% of portfolio
8,839
Q1 2025 Added 1.33%
$59.6B
$527 Million 0.05% of portfolio
5,029
Q1 2025 Added 12.13%
$0
$525 Million 0.05% of portfolio
23,800
Q1 2023 Reduced 7.09%
$90.6B
$455 Million 0.05% of portfolio
1,910
Q1 2025 Added 0.1%
$83.7B
$456 Million 0.05% of portfolio
2,545
Q1 2025 Reduced 3.56%
$105B
$526 Million 0.05% of portfolio
782
Q1 2025 Added 10.3%
$35.3B
$462 Million 0.05% of portfolio
796
Q1 2025 Reduced 10.26%
$48.7B
$533 Million 0.05% of portfolio
7,138
Q1 2025 Added 10.12%
$61.5B
$514 Million 0.05% of portfolio
2,107
Q1 2025 Reduced 2.86%
$82.4B
$500 Million 0.05% of portfolio
1,834
Q1 2025 Reduced 3.93%
$64.4B
$460 Million 0.05% of portfolio
4,134
Q1 2025 Reduced 43.18%
$17.7B
$518 Million 0.05% of portfolio
4,347
Q1 2025 Reduced 1.09%
$98.2B
$506 Million 0.05% of portfolio
4,524
Q1 2025 Added 135.38%
$59.6B
$528 Million 0.05% of portfolio
8,096
Q1 2025 Added 24.53%
$0
$516 Million 0.05% of portfolio
33,166
Q1 2025 Added 42.15%
$96.2B
$524 Million 0.05% of portfolio
23,064
Q1 2025 Added 34.85%
$40.1B
$467 Million 0.05% of portfolio
6,017
Q1 2025 Reduced 26.58%
$289B
$510 Million 0.05% of portfolio
1,911
Q1 2025 Added 21.95%
$168B
$474 Million 0.05% of portfolio
3,265
Q1 2025 Reduced 10.23%
$70.5B
$490 Million 0.05% of portfolio
8,197
Q1 2025 Added 13.03%
$94.5B
$463 Million 0.05% of portfolio
1,406
Q1 2025 Reduced 8.22%
$928M
$473 Million 0.05% of portfolio
36,209
Q1 2025 Added 11.05%
$123B
$527 Million 0.05% of portfolio
1,087
Q1 2025 Reduced 13.73%
$90.9B
$504 Million 0.05% of portfolio
829
Q1 2025 Reduced 27.28%
$73.7B
$475 Million 0.05% of portfolio
2,086
Q1 2025 Reduced 1.97%
$46.7B
$446 Million 0.05% of portfolio
44,487
Q1 2025 Reduced 32.93%
$172B
$530 Million 0.05% of portfolio
1,042
Q1 2025 Added 65.13%
$35.2B
$426 Million 0.04% of portfolio
7,345
Q1 2025 Added 75.34%
$20.1B
$352 Million 0.04% of portfolio
5,340
Q1 2025 Added 69.31%
$42.4B
$393 Million 0.04% of portfolio
7,954
Q1 2025 Added 1.65%
$30.4B
$390 Million 0.04% of portfolio
1,193
Q1 2025 New
$48.1B
$428 Million 0.04% of portfolio
3,367
Q1 2025 Reduced 5.55%
$16.1B
$371 Million 0.04% of portfolio
3,997
Q1 2025 Added 22.38%
$25.1B
$407 Million 0.04% of portfolio
5,919
Q1 2025 New
$17.8B
$373 Million 0.04% of portfolio
11,638
Q1 2025 Reduced 0.09%
$52.6B
$371 Million 0.04% of portfolio
2,405
Q1 2025 Added 7.03%

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
Track This Portfolio

Track Insigneo Advisory Services, LLC Portfolio

Follow Insigneo Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insigneo Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insigneo Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email