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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.84 Billion 0.16% of portfolio
30,676
Q1 2025 Reduced 22.09%
$0
$1.78 Billion 0.15% of portfolio
39,775
Q2 2025 Reduced 1.24%
$0
$1.59 Billion 0.14% of portfolio
8,131
Q2 2025 Reduced 1.76%
$0
$1.6 Billion 0.14% of portfolio
11,875
Q2 2025 Reduced 1.68%
$0
$1.57 Billion 0.13% of portfolio
54,377
Q2 2025 Added 108.86%
$0
$1.53 Billion 0.13% of portfolio
17,171
Q2 2025 Reduced 5.2%
$0
$1.55 Billion 0.13% of portfolio
7,963
Q2 2025 Added 13.81%
$0
$1.51 Billion 0.13% of portfolio
8,030
Q2 2025 Added 3.8%
$0
$1.37 Billion 0.12% of portfolio
15,318
Q2 2025 Reduced 0.34%
$0
$1.4 Billion 0.12% of portfolio
17,314
Q2 2025 Added 24.75%
$0
$1.24 Billion 0.11% of portfolio
7,374
Q2 2025 Added 210.61%
$0
$1.28 Billion 0.11% of portfolio
27,882
Q2 2025 Added 0.09%
$0
$1.28 Billion 0.11% of portfolio
3,020
Q2 2025 Added 36.16%
$0
$1.24 Billion 0.11% of portfolio
19,793
Q2 2025 Reduced 1.87%
$0
$1.13 Billion 0.1% of portfolio
18,270
Q2 2025 Reduced 2.59%
$0
$1.12 Billion 0.1% of portfolio
22,374
Q2 2025 Reduced 2.19%
$0
$1.06 Billion 0.09% of portfolio
21,602
Q2 2025 Reduced 3.04%
$0
$1.09 Billion 0.09% of portfolio
14,356
Q2 2025 Added 64.37%
$0
$1.06 Billion 0.09% of portfolio
20,455
Q2 2025 Reduced 37.83%
$0
$1.01 Billion 0.09% of portfolio
12,120
Q2 2025 Added 120.72%
$0
$1.05 Billion 0.09% of portfolio
11,364
Q2 2025 Added 13.1%
$0
$1.06 Billion 0.09% of portfolio
34,230
Q2 2025 Reduced 3.51%
$0
$1.01 Billion 0.09% of portfolio
4,244
Q2 2025 Added 26.16%
$0
$1.07 Billion 0.09% of portfolio
9,790
Q2 2025 Reduced 9.34%
$0
$890 Million 0.08% of portfolio
15,617
Q2 2025 Added 9.96%
$0
$941 Million 0.08% of portfolio
29,915
Q2 2025 Added 1.27%
$0
$978 Million 0.08% of portfolio
8,880
Q2 2025 Added 5.94%
$0
$895 Million 0.08% of portfolio
12,735
Q2 2025 Added 3.08%
$0
$937 Million 0.08% of portfolio
1,654
Q2 2025 Reduced 45.86%
$0
$932 Million 0.08% of portfolio
7,869
Q2 2025 Reduced 0.54%
$0
$912 Million 0.08% of portfolio
5,264
Q2 2025 Reduced 10.35%
$0
$825 Million 0.07% of portfolio
10,229
Q2 2025 Added 8.65%
$0
$811 Million 0.07% of portfolio
20,225
Q2 2025 Reduced 14.06%
$0
$795 Million 0.07% of portfolio
46,410
Q2 2025 Added 7.81%
$0
$821 Million 0.07% of portfolio
15,087
Q2 2025 Added 19.67%
$0
$792 Million 0.07% of portfolio
12,994
Q2 2025 Added 23.17%
$0
$764 Million 0.07% of portfolio
9,253
Q2 2025 Added 4.86%
$0
$823 Million 0.07% of portfolio
16,645
Q2 2025 Added 25.29%
$0
$805 Million 0.07% of portfolio
22,817
Q2 2025 Reduced 0.78%
$5.23B
$839 Million 0.07% of portfolio
11,477
Q2 2025 Reduced 5.41%
$2.44B
$706 Million 0.06% of portfolio
27,003
Q1 2025 Added 0.32%
$0
$725 Million 0.06% of portfolio
14,337
Q2 2025 Added 2.57%
$0
$651 Million 0.06% of portfolio
13,724
Q2 2025 Added 21.48%
$0
$656 Million 0.06% of portfolio
6,518
Q2 2025 New
$0
$672 Million 0.06% of portfolio
35,434
Q2 2025 New
$0
$708 Million 0.06% of portfolio
6,876
Q2 2025 Added 6.54%
$0
$692 Million 0.06% of portfolio
9,401
Q2 2025 Reduced 14.24%
$0
$677 Million 0.06% of portfolio
5,978
Q1 2025 Reduced 25.64%
$0
$748 Million 0.06% of portfolio
12,579
Q2 2025 Added 36.67%

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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