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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$130B
$208 Million 0.02% of portfolio
232
Q2 2025 New
$971M
$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%
Jacobs Solutions Inc
-
$233 Million 0.02% of portfolio
-
Q2 2025 Reduced 12.58%
First Tr Exchng Traded Fd Vi
-
$205 Million 0.02% of portfolio
-
Q2 2025 New
$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
$0
$277 Million 0.02% of portfolio
6,277
Q2 2025 Reduced 0.08%
$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
Primo Brands Corporation
-
$236 Million 0.02% of portfolio
-
Q2 2025 New
$3.6B
$199 Million 0.02% of portfolio
10,231
Q2 2025 Added 1.94%
$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%
Grayscale Bitcoin Mini Tr Et
-
$202 Million 0.02% of portfolio
-
Q2 2025 New
$23.5B
$219 Million 0.02% of portfolio
1,343
Q2 2025 Added 21.1%
Grayscale Ethereum Mini Tr E
-
$228 Million 0.02% of portfolio
-
Q2 2025 New
$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
$0
$273 Million 0.02% of portfolio
7,121
Q2 2025 Added 32.58%
$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%
Grayscale Ethereum Trust ETF
-
$246 Million 0.02% of portfolio
-
Q2 2025 Added 9.65%
$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%
$493M
$64.2 Million 0.01% of portfolio
14,690
Q1 2025 New
$5.57B
$150 Million 0.01% of portfolio
19,759
Q2 2025 New
$0
$119 Million 0.01% of portfolio
10,530
Q2 2025 New
Satellogic Inc
-
$69.1 Million 0.01% of portfolio
-
Q2 2025 New
$1.03B
$115 Million 0.01% of portfolio
12,625
Q2 2025 Added 3.64%
$0
$173 Million 0.01% of portfolio
39,332
Q1 2025 New
$734M
$98.7 Million 0.01% of portfolio
23,000
Q1 2025 New
Virtus Convertible & Inc Fd
-
$165 Million 0.01% of portfolio
-
Q1 2025 New
$3.61B
$102 Million 0.01% of portfolio
22,026
Q1 2025 Added 5.44%
Natwest Group PLC
-
$166 Million 0.01% of portfolio
-
Q2 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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