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
$251B
$1.19 Billion 0.12% of portfolio
16,574
Q1 2025 Added 7.64%
$163B
$1.15 Billion 0.12% of portfolio
2,997
Q1 2025 Reduced 26.0%
$94.4B
$1.13 Billion 0.12% of portfolio
4,868
Q1 2025 Added 38.93%
$89.7B
$1.21 Billion 0.12% of portfolio
7,007
Q1 2025 Added 6.12%
$3.2B
$1.13 Billion 0.12% of portfolio
3,932
Q1 2025 Added 84.86%
$93.8B
$1.2 Billion 0.12% of portfolio
12,210
Q1 2025 Added 47.23%
$154B
$1.17 Billion 0.12% of portfolio
3,544
Q1 2025 Reduced 28.79%
$0
$1.18 Billion 0.12% of portfolio
20,170
Q1 2025 Reduced 6.24%
$9.28B
$1.04 Billion 0.11% of portfolio
19,096
Q1 2025 Added 53.39%
$0
$1.11 Billion 0.11% of portfolio
22,279
Q1 2025 Added 4.77%
$121B
$1.09 Billion 0.11% of portfolio
3,626
Q1 2025 Reduced 2.19%
$139B
$1.07 Billion 0.11% of portfolio
13,611
Q1 2025 Added 39.2%
$156B
$1.1 Billion 0.11% of portfolio
7,152
Q1 2025 Reduced 6.4%
$137B
$1.03 Billion 0.11% of portfolio
2,205
Q1 2025 Added 8.84%
$0
$1.09 Billion 0.11% of portfolio
18,755
Q1 2025 Reduced 6.08%
$1.29B
$1.06 Billion 0.11% of portfolio
94,520
Q1 2025 New
$43.3B
$1.02 Billion 0.11% of portfolio
9,765
Q1 2025 Reduced 8.81%
$4.94B
$938 Million 0.1% of portfolio
12,134
Q4 2024 Added 109.28%
$0
$1 Billion 0.1% of portfolio
35,474
Q1 2025 Added 57.12%
$79.5B
$925 Million 0.1% of portfolio
4,188
Q1 2025 Added 22.6%
$133B
$925 Million 0.1% of portfolio
3,916
Q1 2025 Added 12.14%
$0
$1 Billion 0.1% of portfolio
13,879
Q1 2025 Added 1.46%
$87.5B
$991 Million 0.1% of portfolio
692
Q1 2025 Added 6.13%
$164B
$923 Million 0.1% of portfolio
1,503
Q1 2025 Reduced 30.22%
$70.2B
$929 Million 0.1% of portfolio
5,639
Q1 2025 Added 12.26%
$58.9B
$946 Million 0.1% of portfolio
3,208
Q1 2025 Added 9.53%
$121B
$968 Million 0.1% of portfolio
2,167
Q1 2025 Reduced 44.83%
$70.6B
$936 Million 0.1% of portfolio
8,509
Q1 2025 Added 12.81%
$0
$855 Million 0.09% of portfolio
10,048
Q1 2025 Added 9.0%
$0
$825 Million 0.09% of portfolio
5,872
Q1 2025 Reduced 1.26%
$0
$841 Million 0.09% of portfolio
7,912
Q1 2025 Added 28.73%
$0
$894 Million 0.09% of portfolio
6,823
Q1 2025 Added 44.34%
$0
$869 Million 0.09% of portfolio
27,616
Q1 2025 Added 108.99%
$57B
$861 Million 0.09% of portfolio
3,760
Q1 2025 Added 19.29%
$49.9B
$901 Million 0.09% of portfolio
1,860
Q1 2025 Reduced 1.69%
$0
$913 Million 0.09% of portfolio
23,534
Q1 2025 Reduced 7.9%
$0
$915 Million 0.09% of portfolio
17,921
Q1 2025 New
$0
$881 Million 0.09% of portfolio
29,541
Q1 2025 Added 0.42%
$2.03B
$873 Million 0.09% of portfolio
27,997
Q1 2025 Added 2.93%
First Tr Exchng Traded Fd Vi
-
$905 Million 0.09% of portfolio
-
Q4 2024 Reduced 3.1%
$198B
$860 Million 0.09% of portfolio
5,736
Q1 2025 Reduced 9.88%
$1.31B
$914 Million 0.09% of portfolio
18,208
Q1 2025 Reduced 23.57%
$29.4B
$825 Million 0.09% of portfolio
8,965
Q1 2025 New
$103B
$852 Million 0.09% of portfolio
3,915
Q1 2025 Reduced 12.06%
$149B
$861 Million 0.09% of portfolio
2,762
Q1 2025 Reduced 20.36%
$155B
$845 Million 0.09% of portfolio
2,986
Q1 2025 Added 6.99%
$0
$743 Million 0.08% of portfolio
9,415
Q1 2025 Reduced 35.63%
$86B
$734 Million 0.08% of portfolio
2,102
Q1 2025 Reduced 3.13%
$39.5B
$799 Million 0.08% of portfolio
1,519
Q1 2025 Reduced 2.25%

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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