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
$359B
$2.19 Billion 0.19% of portfolio
13,776
Q2 2025 Reduced 1.63%
$186B
$2.22 Billion 0.19% of portfolio
76,835
Q2 2025 Reduced 3.78%
$253B
$2.17 Billion 0.19% of portfolio
7,375
Q2 2025 Added 0.57%
$0
$2.21 Billion 0.19% of portfolio
20,134
Q2 2025 Added 7.48%
$254B
$2.18 Billion 0.19% of portfolio
14,912
Q2 2025 Added 8.0%
$0
$2.05 Billion 0.18% of portfolio
4,685
Q2 2025 Reduced 2.8%
$270B
$2.13 Billion 0.18% of portfolio
15,111
Q2 2025 Added 0.12%
$4.73B
$2.05 Billion 0.18% of portfolio
40,648
Q2 2025 Added 112.86%
$0
$2.11 Billion 0.18% of portfolio
43,776
Q2 2025 Reduced 13.23%
$51.2B
$2.14 Billion 0.18% of portfolio
219,962
Q2 2025 Added 11.61%
$0
$2.13 Billion 0.18% of portfolio
26,823
Q2 2025 Reduced 1.15%
$220B
$2.08 Billion 0.18% of portfolio
16,844
Q2 2025 Reduced 5.33%
$0
$2.14 Billion 0.18% of portfolio
51,335
Q2 2025 Added 5.15%
$0
$1.96 Billion 0.17% of portfolio
23,670
Q2 2025 Reduced 3.3%
$0
$1.94 Billion 0.17% of portfolio
33,004
Q2 2025 Added 0.06%
$0
$2 Billion 0.17% of portfolio
30,183
Q2 2025 Reduced 8.64%
$0
$1.92 Billion 0.16% of portfolio
26,372
Q2 2025 Added 6.57%
Ishares Ethereum Tr
-
$1.87 Billion 0.16% of portfolio
-
Q2 2025 Added 1.74%
$236B
$1.81 Billion 0.16% of portfolio
9,931
Q2 2025 Added 8.68%
$0
$1.84 Billion 0.16% of portfolio
30,676
Q1 2025 Reduced 22.09%
$0
$1.87 Billion 0.16% of portfolio
152,747
Q2 2025 Reduced 5.81%
$2.77B
$1.88 Billion 0.16% of portfolio
4,653
Q2 2025 Added 18.34%
$259B
$1.81 Billion 0.16% of portfolio
25,772
Q2 2025 Added 0.25%
$0
$1.79 Billion 0.15% of portfolio
133,500
Q4 2024 Added 6.37%
$48B
$1.79 Billion 0.15% of portfolio
5,103
Q2 2025 Added 55.11%
$0
$1.78 Billion 0.15% of portfolio
39,775
Q2 2025 Reduced 1.24%
$223B
$1.8 Billion 0.15% of portfolio
13,223
Q2 2025 Reduced 3.12%
$124B
$1.66 Billion 0.14% of portfolio
24,099
Q2 2025 Added 164.19%
$0
$1.59 Billion 0.14% of portfolio
8,131
Q2 2025 Reduced 1.76%
First Tr Exchng Traded Fd Vi
-
$1.63 Billion 0.14% of portfolio
-
Q4 2024 Added 0.35%
$0
$1.6 Billion 0.14% of portfolio
11,875
Q2 2025 Reduced 1.68%
First Tr Exchng Traded Fd Vi
-
$1.61 Billion 0.14% of portfolio
-
Q2 2025 Added 64.31%
$164B
$1.5 Billion 0.13% of portfolio
2,766
Q2 2025 Reduced 6.65%
$0
$1.57 Billion 0.13% of portfolio
54,377
Q2 2025 Added 108.86%
$143B
$1.48 Billion 0.13% of portfolio
13,816
Q2 2025 Reduced 5.57%
$0
$1.53 Billion 0.13% of portfolio
17,171
Q2 2025 Reduced 5.2%
$166B
$1.46 Billion 0.13% of portfolio
3,778
Q2 2025 Added 26.06%
$139B
$1.51 Billion 0.13% of portfolio
62,494
Q2 2025 Added 8.59%
$322B
$1.52 Billion 0.13% of portfolio
18,917
Q2 2025 Added 14.14%
$290B
$1.53 Billion 0.13% of portfolio
22,032
Q2 2025 Reduced 0.24%
$0
$1.55 Billion 0.13% of portfolio
7,963
Q2 2025 Added 13.81%
$1.17B
$1.46 Billion 0.13% of portfolio
25,928
Q2 2025 Added 42.4%
$0
$1.51 Billion 0.13% of portfolio
8,030
Q2 2025 Added 3.8%
$165B
$1.44 Billion 0.12% of portfolio
20,686
Q2 2025 Added 13.04%
Annaly Capital Management In
-
$1.36 Billion 0.12% of portfolio
-
Q2 2025 Reduced 2.17%
$318M
$1.37 Billion 0.12% of portfolio
357,029
Q2 2025 New
$0
$1.37 Billion 0.12% of portfolio
15,318
Q2 2025 Reduced 0.34%
$222B
$1.43 Billion 0.12% of portfolio
18,088
Q2 2025 Reduced 0.01%
$133B
$1.41 Billion 0.12% of portfolio
1,831
Q2 2025 Added 27.42%

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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