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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.21T
$82.5 Billion 8.51% of portfolio
371,367
Q1 2025 Reduced 1.75%
$0
$41.4 Billion 4.28% of portfolio
74,093
Q1 2025 Added 3.13%
$1.76T
$36.6 Billion 3.77% of portfolio
192,129
Q1 2025 Added 0.21%
$678B
$33.6 Billion 3.46% of portfolio
63,054
Q1 2025 Added 10.7%
$2.73T
$31.5 Billion 3.25% of portfolio
83,979
Q1 2025 Added 3.29%
$246B
$30.1 Billion 3.11% of portfolio
277,905
Q1 2025 Reduced 3.2%
$77.1B
$24.1 Billion 2.48% of portfolio
71,433
Q1 2025 Added 0.28%
$1.12T
$21.5 Billion 2.21% of portfolio
37,243
Q1 2025 Added 6.59%
$107B
$19.3 Billion 1.99% of portfolio
67,106
Q1 2025 Added 7.71%
$0
$17.1 Billion 1.77% of portfolio
36,485
Q1 2025 Added 15.54%
$905B
$16.9 Billion 1.75% of portfolio
109,493
Q1 2025 Added 7.6%
$15.5B
$12.2 Billion 1.26% of portfolio
394,540
Q1 2025 Reduced 0.66%
$751B
$11.9 Billion 1.22% of portfolio
45,756
Q1 2025 Added 25.05%
$0
$10.2 Billion 1.05% of portfolio
19,783
Q1 2025 Added 12.12%
$542B
$8.66 Billion 0.89% of portfolio
24,710
Q1 2025 Added 1.63%
$937B
$8.25 Billion 0.85% of portfolio
52,776
Q1 2025 Reduced 1.66%
$0
$7.69 Billion 0.79% of portfolio
44,398
Q1 2025 Added 18.44%
$0
$7.24 Billion 0.75% of portfolio
12,885
Q1 2025 Added 10.5%
$468B
$7.19 Billion 0.74% of portfolio
9
Q1 2025 Added 50.0%
$0
$6.96 Billion 0.72% of portfolio
70,363
Q1 2025 Reduced 2.61%
$463B
$7.02 Billion 0.72% of portfolio
7,526
Q1 2025 Added 9.04%
$503B
$6.28 Billion 0.65% of portfolio
11,454
Q1 2025 Added 7.9%
$0
$6.12 Billion 0.63% of portfolio
35,439
Q1 2025 Added 4.16%
Ishares Bitcoin Trust ETF
-
$5.67 Billion 0.58% of portfolio
-
Q1 2025 Added 3.03%
$451B
$5.49 Billion 0.57% of portfolio
46,192
Q1 2025 Added 17.37%
$786B
$5.18 Billion 0.53% of portfolio
6,273
Q1 2025 Added 14.14%
$433B
$5.12 Billion 0.53% of portfolio
5,410
Q1 2025 Added 9.83%
$0
$4.9 Billion 0.51% of portfolio
175,114
Q1 2025 Added 12.97%
$133B
$4.8 Billion 0.49% of portfolio
22,649
Q1 2025 Reduced 6.66%
$88.6B
$4.64 Billion 0.48% of portfolio
33,193
Q1 2025 Reduced 11.4%
$257B
$4.66 Billion 0.48% of portfolio
53,086
Q1 2025 Added 13.48%
$0
$4.63 Billion 0.48% of portfolio
16,833
Q1 2025 Reduced 0.33%
$0
$4.62 Billion 0.48% of portfolio
11,004
Q1 2025 Reduced 2.7%
$68.7B
$4.52 Billion 0.47% of portfolio
26,975
Q1 2025 Added 32.32%
$0
$4.44 Billion 0.46% of portfolio
77,684
Q1 2025 Added 39.75%
$157B
$4.22 Billion 0.44% of portfolio
42,765
Q1 2025 Reduced 1.78%
$11.1B
$4.25 Billion 0.44% of portfolio
32,604
Q1 2025 Added 0.01%
$0
$3.9 Billion 0.4% of portfolio
19,573
Q1 2025 Reduced 12.15%
$0
$3.92 Billion 0.4% of portfolio
78,645
Q1 2025 Added 3.06%
$0
$3.84 Billion 0.4% of portfolio
34,786
Q1 2025 Reduced 3.77%
$107B
$3.76 Billion 0.39% of portfolio
1,927
Q1 2025 Added 9.49%
$0
$3.7 Billion 0.38% of portfolio
128,212
Q1 2025 Added 12.79%
$412B
$3.59 Billion 0.37% of portfolio
21,661
Q1 2025 Added 6.09%
$0
$3.5 Billion 0.36% of portfolio
68,940
Q1 2025 Added 41.98%
$0
$3.39 Billion 0.35% of portfolio
248,700
Q1 2025 Added 0.08%
Amplify ETF Tr
-
$3.38 Billion 0.35% of portfolio
-
Q1 2025 Added 2.03%
$320B
$3.32 Billion 0.34% of portfolio
46,323
Q1 2025 Added 5.53%
$13B
$3.28 Billion 0.34% of portfolio
93,700
Q1 2025 Added 143.78%
$0
$3.26 Billion 0.34% of portfolio
10,542
Q1 2025 Added 110.25%

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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