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
$243B
$3.26 Billion 0.34% of portfolio
12,130
Q1 2025 Added 30.73%
$307B
$3.33 Billion 0.34% of portfolio
79,721
Q1 2025 Reduced 8.94%
$269B
$3.18 Billion 0.33% of portfolio
19,037
Q1 2025 Reduced 5.52%
$0
$3.16 Billion 0.33% of portfolio
50,851
Q1 2025 Added 8.8%
$363B
$3.22 Billion 0.33% of portfolio
8,773
Q1 2025 Added 4.25%
$3.35B
$3.11 Billion 0.32% of portfolio
138,019
Q1 2025 Added 2.4%
$400B
$3.1 Billion 0.32% of portfolio
5,913
Q1 2025 Reduced 7.85%
$307B
$3.1 Billion 0.32% of portfolio
23,418
Q1 2025 Added 27.82%
$185B
$3 Billion 0.31% of portfolio
35,536
Q1 2025 Reduced 12.59%
$0
$3.02 Billion 0.31% of portfolio
5,572
Q1 2025 Reduced 0.05%
$49B
$2.98 Billion 0.31% of portfolio
17,463
Q1 2025 Added 2.58%
$0
$3.03 Billion 0.31% of portfolio
71,149
Q1 2025 Added 22.17%
$0
$2.94 Billion 0.3% of portfolio
26,452
Q1 2025 Added 1.88%
$0
$2.92 Billion 0.3% of portfolio
18,174
Q4 2024 Added 0.26%
$343B
$2.95 Billion 0.3% of portfolio
21,082
Q1 2025 Added 37.36%
$0
$2.94 Billion 0.3% of portfolio
14,253
Q1 2025 Added 49.89%
$307B
$2.82 Billion 0.29% of portfolio
13,462
Q1 2025 Added 0.37%
$4.08B
$2.81 Billion 0.29% of portfolio
60,253
Q1 2025 Added 357.92%
$0
$2.79 Billion 0.29% of portfolio
24,096
Q1 2025 Added 1.63%
$189B
$2.81 Billion 0.29% of portfolio
10,429
Q1 2025 Added 2.6%
$0
$2.68 Billion 0.28% of portfolio
18,334
Q1 2025 Reduced 7.91%
$29.1B
$2.66 Billion 0.27% of portfolio
33,208
Q1 2025 Added 0.05%
$74.9B
$2.6 Billion 0.27% of portfolio
181,500
Q1 2025 Reduced 2.16%
$65.5B
$2.5 Billion 0.26% of portfolio
17,177
Q1 2025 Reduced 5.73%
$0
$2.47 Billion 0.26% of portfolio
35,249
Q1 2025 Added 6.25%
$0
$2.48 Billion 0.26% of portfolio
27,273
Q1 2025 Added 14.96%
$0
$2.42 Billion 0.25% of portfolio
25,861
Q1 2025 Reduced 44.71%
$0
$2.47 Billion 0.25% of portfolio
80,352
Q1 2025 Added 7.93%
$0
$2.4 Billion 0.25% of portfolio
66,849
Q1 2025 Added 6.92%
$0
$2.43 Billion 0.25% of portfolio
101,100
Q1 2025 Added 16.41%
$398B
$2.39 Billion 0.25% of portfolio
14,004
Q1 2025 Reduced 1.03%
$235B
$2.45 Billion 0.25% of portfolio
7,859
Q1 2025 Added 3.97%
$139B
$2.34 Billion 0.24% of portfolio
22,745
Q1 2025 Reduced 1.66%
$54B
$2.31 Billion 0.24% of portfolio
39,211
Q1 2025 Added 37.84%
$79.2B
$2.31 Billion 0.24% of portfolio
6,564
Q1 2025 Added 11.41%
$0
$2.33 Billion 0.24% of portfolio
33,941
Q1 2025 Reduced 8.4%
$0
$2.36 Billion 0.24% of portfolio
41,180
Q1 2025 Added 2.29%
$192B
$2.26 Billion 0.23% of portfolio
79,857
Q1 2025 Added 15.23%
$0
$2.24 Billion 0.23% of portfolio
36,866
Q1 2025 Reduced 2.22%
$178B
$2.21 Billion 0.23% of portfolio
4,046
Q1 2025 Added 16.06%
$0
$2.2 Billion 0.23% of portfolio
50,449
Q1 2025 Reduced 6.03%
$785B
$2.27 Billion 0.23% of portfolio
13,646
Q1 2025 Reduced 5.71%
$0
$2.14 Billion 0.22% of portfolio
27,135
Q1 2025 Added 23.27%
$0
$2.01 Billion 0.21% of portfolio
48,821
Q1 2025 Added 29.13%
$0
$1.99 Billion 0.21% of portfolio
33,036
Q1 2025 Reduced 1.48%
$0
$2.02 Billion 0.21% of portfolio
24,477
Q1 2025 Added 481.82%
$0
$2.04 Billion 0.21% of portfolio
18,733
Q1 2025 Reduced 28.5%
$125B
$1.98 Billion 0.2% of portfolio
27,933
Q1 2025 Added 3.04%
$42.9B
$1.97 Billion 0.2% of portfolio
197,085
Q1 2025 Added 284.27%

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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