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
$0
$1.4 Billion 0.12% of portfolio
17,314
Q2 2025 Added 24.75%
$170B
$1.39 Billion 0.12% of portfolio
15,189
Q2 2025 Added 11.59%
$183B
$1.36 Billion 0.12% of portfolio
31,430
Q2 2025 Added 7.29%
$221B
$1.42 Billion 0.12% of portfolio
3,650
Q2 2025 Added 2.99%
$167B
$1.31 Billion 0.11% of portfolio
5,905
Q2 2025 Reduced 1.83%
$78.3B
$1.22 Billion 0.11% of portfolio
16,463
Q2 2025 Reduced 14.04%
$117B
$1.26 Billion 0.11% of portfolio
14,066
Q2 2025 Added 4.31%
$52.6B
$1.3 Billion 0.11% of portfolio
1,567
Q2 2025 Added 3.16%
$92.7B
$1.28 Billion 0.11% of portfolio
10,882
Q2 2025 Added 5.32%
$0
$1.24 Billion 0.11% of portfolio
7,374
Q2 2025 Added 210.61%
$0
$1.28 Billion 0.11% of portfolio
27,882
Q2 2025 Added 0.09%
$0
$1.28 Billion 0.11% of portfolio
3,020
Q2 2025 Added 36.16%
$163B
$1.3 Billion 0.11% of portfolio
10,560
Q2 2025 Reduced 6.89%
$0
$1.24 Billion 0.11% of portfolio
19,793
Q2 2025 Reduced 1.87%
$178B
$1.29 Billion 0.11% of portfolio
8,118
Q2 2025 Added 13.51%
$189B
$1.24 Billion 0.11% of portfolio
3,067
Q2 2025 Added 13.22%
$120B
$1.16 Billion 0.1% of portfolio
2,511
Q2 2025 Added 15.87%
$0
$1.12 Billion 0.1% of portfolio
22,374
Q2 2025 Reduced 2.19%
$96.2B
$1.18 Billion 0.1% of portfolio
12,927
Q2 2025 Added 5.87%
$115B
$1.22 Billion 0.1% of portfolio
4,210
Q2 2025 Added 16.11%
$144B
$1.17 Billion 0.1% of portfolio
2,299
Q2 2025 Added 4.26%
$159B
$1.17 Billion 0.1% of portfolio
3,919
Q2 2025 Reduced 4.11%
$96.9B
$1.13 Billion 0.1% of portfolio
6,145
Q2 2025 Reduced 12.3%
$189B
$1.15 Billion 0.1% of portfolio
1,461
Q2 2025 Reduced 2.79%
$89.5B
$1.01 Billion 0.09% of portfolio
3,210
Q2 2025 Added 116.75%
$0
$1.01 Billion 0.09% of portfolio
6,871
Q2 2025 Added 0.7%
$0
$1.06 Billion 0.09% of portfolio
21,602
Q2 2025 Reduced 3.04%
$0
$1.09 Billion 0.09% of portfolio
14,356
Q2 2025 Added 64.37%
$0
$1.06 Billion 0.09% of portfolio
20,455
Q2 2025 Reduced 37.83%
$556M
$1.02 Billion 0.09% of portfolio
96,002
Q2 2025 Added 165.13%
$52.6B
$990 Million 0.09% of portfolio
1,855
Q2 2025 Reduced 0.27%
$0
$1.01 Billion 0.09% of portfolio
12,120
Q2 2025 Added 120.72%
$139B
$1.01 Billion 0.09% of portfolio
2,828
Q2 2025 Added 26.53%
$0
$1.05 Billion 0.09% of portfolio
11,364
Q2 2025 Added 13.1%
$0
$1.06 Billion 0.09% of portfolio
34,230
Q2 2025 Reduced 3.51%
$0
$1.01 Billion 0.09% of portfolio
4,244
Q2 2025 Added 26.16%
$0
$1.07 Billion 0.09% of portfolio
9,790
Q2 2025 Reduced 9.34%
$0
$890 Million 0.08% of portfolio
15,617
Q2 2025 Added 9.96%
$0
$941 Million 0.08% of portfolio
29,915
Q2 2025 Added 1.27%
$0
$978 Million 0.08% of portfolio
8,880
Q2 2025 Added 5.94%
$0
$895 Million 0.08% of portfolio
12,735
Q2 2025 Added 3.08%
$63.7B
$905 Million 0.08% of portfolio
3,207
Q2 2025 Reduced 0.03%
$90.6B
$944 Million 0.08% of portfolio
4,269
Q2 2025 Added 9.04%
$60.5B
$947 Million 0.08% of portfolio
11,163
Q2 2025 Added 37.88%
$49.4B
$989 Million 0.08% of portfolio
7,470
Q2 2025 Added 12.75%
$84.6B
$932 Million 0.08% of portfolio
6,121
Q2 2025 Added 15.53%
$92.7B
$895 Million 0.08% of portfolio
12,592
Q2 2025 Added 21.0%
$0
$937 Million 0.08% of portfolio
1,654
Q2 2025 Reduced 45.86%
Te Connectivity PLC
-
$955 Million 0.08% of portfolio
-
Q2 2025 Added 2.18%

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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