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
$2.18B
$711 Million 0.06% of portfolio
21,562
Q2 2025 Reduced 22.98%
$0
$732 Million 0.06% of portfolio
9,649
Q3 2024 Added 55.28%
$0
$663 Million 0.06% of portfolio
3,627
Q2 2025 Added 142.45%
$0
$687 Million 0.06% of portfolio
32,500
Q2 2025 Reduced 2.34%
$0
$662 Million 0.06% of portfolio
20,693
Q3 2024 New
$0
$696 Million 0.06% of portfolio
15,569
Q2 2025 Reduced 3.38%
$0
$525 Million 0.05% of portfolio
4,410
Q2 2025 New
$0
$569 Million 0.05% of portfolio
12,750
Q2 2025 New
$0
$633 Million 0.05% of portfolio
26,701
Q2 2025 New
$0
$543 Million 0.05% of portfolio
21,986
Q2 2025 Reduced 23.83%
$0
$615 Million 0.05% of portfolio
11,652
Q2 2025 Added 7.86%
$0
$570 Million 0.05% of portfolio
6,270
Q2 2025 Reduced 4.68%
$0
$583 Million 0.05% of portfolio
6,294
Q2 2025 Reduced 8.08%
$0
$580 Million 0.05% of portfolio
2,039
Q4 2024 Added 82.54%
$0
$533 Million 0.05% of portfolio
9,577
Q2 2025 Added 53.43%
$0
$606 Million 0.05% of portfolio
3,103
Q2 2025 Reduced 9.98%
$394M
$607 Million 0.05% of portfolio
31,336
Q4 2024 Reduced -0.0%
$0
$607 Million 0.05% of portfolio
6,370
Q2 2025 Reduced 2.58%
$0
$595 Million 0.05% of portfolio
11,723
Q2 2025 Reduced 9.45%
$0
$619 Million 0.05% of portfolio
16,273
Q4 2024 Added 64.32%
$0
$545 Million 0.05% of portfolio
2,509
Q2 2025 Added 9.95%
$0
$535 Million 0.05% of portfolio
21,005
Q2 2025 New
$0
$435 Million 0.04% of portfolio
4,761
Q2 2025 Added 0.89%
$0
$496 Million 0.04% of portfolio
2,153
Q1 2025 Reduced 2.71%
$0
$513 Million 0.04% of portfolio
5,352
Q2 2025 Added 50.46%
$0
$487 Million 0.04% of portfolio
8,113
Q2 2025 Added 24.22%
$0
$435 Million 0.04% of portfolio
1,914
Q2 2025 Added 69.53%
$0
$417 Million 0.04% of portfolio
9,294
Q2 2025 Reduced 11.27%
$0
$497 Million 0.04% of portfolio
9,913
Q4 2024 New
$0
$421 Million 0.04% of portfolio
3,689
Q2 2025 Reduced 9.32%
$0
$427 Million 0.04% of portfolio
10,773
Q2 2025 New
$0
$435 Million 0.04% of portfolio
2,125
Q2 2025 Added 50.71%
$0
$477 Million 0.04% of portfolio
5,036
Q2 2025 Added 57.92%
$0
$459 Million 0.04% of portfolio
11,824
Q2 2025 New
$0
$446 Million 0.04% of portfolio
3,747
Q2 2025 Added 79.03%
$0
$496 Million 0.04% of portfolio
12,107
Q2 2025 Reduced 56.16%
$0
$521 Million 0.04% of portfolio
10,005
Q2 2025 Added 0.62%
$0
$295 Million 0.03% of portfolio
6,820
Q2 2025 Reduced 3.66%
$0
$395 Million 0.03% of portfolio
6,412
Q2 2025 Added 0.64%
$0
$393 Million 0.03% of portfolio
5,516
Q2 2025 New
$0
$332 Million 0.03% of portfolio
2,445
Q2 2025 Reduced 1.49%
$0
$398 Million 0.03% of portfolio
8,312
Q4 2024 Added 3.06%
$0
$323 Million 0.03% of portfolio
4,519
Q2 2025 Reduced 8.09%
$0
$315 Million 0.03% of portfolio
12,887
Q2 2025 Added 4.0%
$0
$331 Million 0.03% of portfolio
11,347
Q2 2025 Added 5.94%
$0
$406 Million 0.03% of portfolio
3,738
Q2 2025 Reduced 0.29%
$0
$378 Million 0.03% of portfolio
7,848
Q2 2025 Added 57.31%
$0
$316 Million 0.03% of portfolio
7,956
Q2 2025 Added 23.35%
$0
$383 Million 0.03% of portfolio
13,039
Q1 2025 Added 1.27%

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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