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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$237 Million 0.02% of portfolio
18,050
Q2 2025 Added 59.92%
$36.2B
$252 Million 0.02% of portfolio
1,943
Q2 2025 New
$50.3B
$238 Million 0.02% of portfolio
229
Q2 2025 Added 0.44%
$23.6B
$262 Million 0.02% of portfolio
2,292
Q2 2025 New
$0
$214 Million 0.02% of portfolio
17,454
Q1 2025 New
$0
$200 Million 0.02% of portfolio
14,398
Q1 2025 New
$935M
$256 Million 0.02% of portfolio
23,342
Q2 2025 Added 89.6%
$0
$180 Million 0.02% of portfolio
20,591
Q1 2025 Reduced 9.65%
$2.21B
$182 Million 0.02% of portfolio
16,011
Q2 2025 New
$38.9B
$277 Million 0.02% of portfolio
5,622
Q2 2025 Reduced 26.34%
$82.4B
$265 Million 0.02% of portfolio
5,380
Q2 2025 Reduced 8.21%
$15.2B
$230 Million 0.02% of portfolio
1,540
Q2 2025 New
$47.1B
$225 Million 0.02% of portfolio
1,288
Q2 2025 New
$25.2B
$212 Million 0.02% of portfolio
3,141
Q2 2025 Added 5.3%
$46.2B
$241 Million 0.02% of portfolio
1,508
Q2 2025 Reduced 7.14%
$68.5B
$198 Million 0.02% of portfolio
29,183
Q2 2025 Added 23.41%
$130B
$208 Million 0.02% of portfolio
232
Q2 2025 New
$937M
$283 Million 0.02% of portfolio
70,450
Q2 2025 Reduced 8.68%
$12.5B
$222 Million 0.02% of portfolio
1,812
Q2 2025 New
$14.7B
$280 Million 0.02% of portfolio
5,111
Q2 2025 Reduced 0.72%
$53B
$230 Million 0.02% of portfolio
12,672
Q2 2025 Added 10.87%
$0
$180 Million 0.02% of portfolio
15,105
Q2 2025 Added 5.9%
$38.3B
$216 Million 0.02% of portfolio
394
Q2 2025 New
$18.1B
$249 Million 0.02% of portfolio
3,067
Q2 2025 New
$32.1B
$215 Million 0.02% of portfolio
2,633
Q2 2025 Added 2.69%
$27.4B
$248 Million 0.02% of portfolio
5,911
Q2 2025 Added 97.03%
$80.5B
$225 Million 0.02% of portfolio
909
Q2 2025 New
$3.58B
$199 Million 0.02% of portfolio
10,231
Q2 2025 Added 1.94%
$65B
$249 Million 0.02% of portfolio
3,244
Q2 2025 Added 4.92%
$9.31B
$258 Million 0.02% of portfolio
12,592
Q2 2025 Added 55.69%
$24.1B
$262 Million 0.02% of portfolio
470
Q2 2025 Added 6.33%
$23.5B
$219 Million 0.02% of portfolio
1,343
Q2 2025 Added 21.1%
$55.7B
$210 Million 0.02% of portfolio
641
Q2 2025 Reduced 0.16%
$12.4B
$285 Million 0.02% of portfolio
3,999
Q2 2025 Added 1.09%
$67.7B
$265 Million 0.02% of portfolio
8,130
Q2 2025 Reduced 0.56%
$98.3B
$270 Million 0.02% of portfolio
836
Q2 2025 New
$59.7B
$203 Million 0.02% of portfolio
387
Q2 2025 Reduced 5.84%
-
$201 Million 0.02% of portfolio
-
Q2 2025 Reduced 20.37%
$0
$112 Million 0.01% of portfolio
10,000
Q2 2024 New
-
$125 Million 0.01% of portfolio
10,810
Q2 2025 New
$165B
$167 Million 0.01% of portfolio
20,070
Q2 2025 Added 36.28%
$0
$77.2 Million 0.01% of portfolio
13,086
Q1 2025 Reduced 7.81%
$2.22B
$78.8 Million 0.01% of portfolio
17,202
Q2 2025 Added 71.64%
$264M
$114 Million 0.01% of portfolio
135,927
Q1 2025 Added 0.24%
$0
$145 Million 0.01% of portfolio
10,426
Q1 2025 Added 3.89%
$34.9B
$117 Million 0.01% of portfolio
48,421
Q2 2025 Added 25.91%
$33.4B
$104 Million 0.01% of portfolio
33,640
Q2 2025 Added 52.08%
$112B
$173 Million 0.01% of portfolio
11,285
Q2 2025 Added 12.58%
$501M
$64.2 Million 0.01% of portfolio
14,690
Q1 2025 New

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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