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
$0
$1.94 Billion 0.2% of portfolio
32,985
Q1 2025 Added 2.9%
$0
$1.82 Billion 0.19% of portfolio
15,640
Q1 2025 Added 11.29%
$232B
$1.88 Billion 0.19% of portfolio
25,709
Q1 2025 Reduced 2.67%
$0
$1.81 Billion 0.19% of portfolio
8,539
Q1 2025 Reduced 10.61%
$0
$1.88 Billion 0.19% of portfolio
162,177
Q1 2025 Added 1.71%
$0
$1.84 Billion 0.19% of portfolio
30,676
Q1 2025 Reduced 22.09%
$167B
$1.83 Billion 0.19% of portfolio
13,807
Q1 2025 Reduced 8.22%
$216B
$1.82 Billion 0.19% of portfolio
7,333
Q1 2025 Added 17.78%
$231B
$1.81 Billion 0.19% of portfolio
13,649
Q1 2025 Added 9.75%
$147B
$1.88 Billion 0.19% of portfolio
25,794
Q1 2025 Added 15.06%
$187B
$1.76 Billion 0.18% of portfolio
15,093
Q1 2025 Added 13.06%
$0
$1.74 Billion 0.18% of portfolio
68,017
Q1 2025 Added 160.03%
$0
$1.79 Billion 0.18% of portfolio
133,500
Q4 2024 Added 6.37%
$0
$1.79 Billion 0.18% of portfolio
4,820
Q1 2025 Reduced 25.47%
$0
$1.67 Billion 0.17% of portfolio
40,275
Q1 2025 Reduced 5.26%
$0
$1.63 Billion 0.17% of portfolio
3,055
Q1 2025 Reduced 34.29%
$0
$1.63 Billion 0.17% of portfolio
24,746
Q1 2025 Added 11.77%
$200B
$1.62 Billion 0.17% of portfolio
18,089
Q1 2025 Reduced 8.76%
-
$1.68 Billion 0.17% of portfolio
-
Q1 2025 Added 18.2%
$76.3B
$1.55 Billion 0.16% of portfolio
17,793
Q1 2025 Added 42.2%
$0
$1.54 Billion 0.16% of portfolio
8,277
Q1 2025 Added 22.97%
$0
$1.51 Billion 0.16% of portfolio
32,900
Q1 2025 Added 57.24%
First Tr Exchng Traded Fd Vi
-
$1.56 Billion 0.16% of portfolio
-
Q4 2024 Added 0.35%
$96.9B
$1.45 Billion 0.15% of portfolio
8,515
Q1 2025 Added 2.73%
$0
$1.47 Billion 0.15% of portfolio
12,078
Q1 2025 Reduced 12.31%
$126B
$1.46 Billion 0.15% of portfolio
57,553
Q1 2025 Reduced 2.07%
$254B
$1.45 Billion 0.15% of portfolio
9,138
Q1 2025 Added 13.02%
$136B
$1.48 Billion 0.15% of portfolio
14,631
Q1 2025 Added 24.78%
Annaly Capital Management In
-
$1.5 Billion 0.15% of portfolio
-
Q1 2025 Reduced 0.66%
$114B
$1.42 Billion 0.15% of portfolio
13,485
Q1 2025 Reduced 0.01%
$169B
$1.47 Billion 0.15% of portfolio
2,963
Q1 2025 Added 11.98%
$155B
$1.49 Billion 0.15% of portfolio
1,874
Q1 2025 Reduced 4.92%
$254B
$1.49 Billion 0.15% of portfolio
2,247
Q1 2025 Reduced 12.02%
Ishares Ethereum Tr
-
$1.33 Billion 0.14% of portfolio
-
Q1 2025 Added 0.16%
$226B
$1.36 Billion 0.14% of portfolio
22,085
Q1 2025 Added 4.9%
$0
$1.32 Billion 0.14% of portfolio
6,997
Q1 2025 Reduced 9.38%
$181B
$1.33 Billion 0.14% of portfolio
29,295
Q1 2025 Reduced 2.17%
$136B
$1.4 Billion 0.14% of portfolio
6,015
Q1 2025 Added 1.59%
$170B
$1.35 Billion 0.14% of portfolio
2,709
Q1 2025 Reduced 1.28%
$146B
$1.38 Billion 0.14% of portfolio
11,341
Q1 2025 Added 1.83%
$0
$1.22 Billion 0.13% of portfolio
27,858
Q1 2025 Reduced 0.53%
$179B
$1.28 Billion 0.13% of portfolio
4,087
Q1 2025 Reduced 8.01%
$94.3B
$1.26 Billion 0.13% of portfolio
10,332
Q1 2025 Reduced 5.64%
$71B
$1.25 Billion 0.13% of portfolio
19,152
Q1 2025 Added 3.48%
$0
$1.26 Billion 0.13% of portfolio
15,371
Q1 2025 Reduced 10.24%
$131B
$1.3 Billion 0.13% of portfolio
18,300
Q1 2025 Added 12.1%
$0
$1.18 Billion 0.12% of portfolio
7,736
Q1 2025 Reduced 9.76%
$0
$1.17 Billion 0.12% of portfolio
22,874
Q1 2025 Added 14.47%
$0
$1.13 Billion 0.12% of portfolio
10,799
Q1 2025 Reduced 5.96%

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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