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
$41.8B
$961 Million 0.08% of portfolio
9,741
Q2 2025 Reduced 0.25%
Blackrock Inc
-
$881 Million 0.08% of portfolio
-
Q2 2025 Added 14.6%
$0
$932 Million 0.08% of portfolio
7,869
Q2 2025 Reduced 0.54%
$72.2B
$896 Million 0.08% of portfolio
4,003
Q2 2025 Added 1.32%
$142B
$949 Million 0.08% of portfolio
3,556
Q2 2025 Added 19.09%
$0
$912 Million 0.08% of portfolio
5,264
Q2 2025 Reduced 10.35%
$89.7B
$895 Million 0.08% of portfolio
3,632
Q2 2025 Added 125.31%
$148B
$928 Million 0.08% of portfolio
25,996
Q2 2025 Reduced 8.71%
$85.4B
$870 Million 0.07% of portfolio
4,090
Q2 2025 Added 60.71%
$150B
$816 Million 0.07% of portfolio
2,922
Q2 2025 Added 5.79%
$30.3B
$777 Million 0.07% of portfolio
11,433
Q2 2025 Added 9.01%
Bny Mellon ETF Trust Ii
-
$783 Million 0.07% of portfolio
-
Q1 2025 New
$0
$825 Million 0.07% of portfolio
10,229
Q2 2025 Added 8.65%
$0
$811 Million 0.07% of portfolio
20,225
Q2 2025 Reduced 14.06%
$39.8B
$759 Million 0.07% of portfolio
2,284
Q2 2025 Reduced 1.89%
$197B
$808 Million 0.07% of portfolio
6,118
Q2 2025 Added 6.66%
$6.71B
$825 Million 0.07% of portfolio
9,154
Q2 2025 Added 1,222.83%
$145B
$810 Million 0.07% of portfolio
7,305
Q2 2025 Added 12.94%
$93.6B
$765 Million 0.07% of portfolio
2,228
Q2 2025 Added 5.99%
$54.2B
$786 Million 0.07% of portfolio
57,281
Q2 2025 Added 38.15%
Ge Vernova Inc
-
$806 Million 0.07% of portfolio
-
Q2 2025 Reduced 6.27%
$88B
$781 Million 0.07% of portfolio
1,562
Q2 2025 Reduced 1.01%
$59.8B
$764 Million 0.07% of portfolio
4,751
Q2 2025 Reduced 3.24%
$70.1B
$802 Million 0.07% of portfolio
5,142
Q2 2025 Reduced 8.81%
$0
$795 Million 0.07% of portfolio
46,410
Q2 2025 Added 7.81%
$0
$821 Million 0.07% of portfolio
15,087
Q2 2025 Added 19.67%
$0
$792 Million 0.07% of portfolio
12,994
Q2 2025 Added 23.17%
Ishares Tr
-
$846 Million 0.07% of portfolio
-
Q2 2025 Added 0.66%
$0
$764 Million 0.07% of portfolio
9,253
Q2 2025 Added 4.86%
$0
$823 Million 0.07% of portfolio
16,645
Q2 2025 Added 25.29%
$37.5B
$837 Million 0.07% of portfolio
9,755
Q2 2025 Added 8.81%
$160B
$823 Million 0.07% of portfolio
2,350
Q2 2025 Added 99.66%
$0
$805 Million 0.07% of portfolio
22,817
Q2 2025 Reduced 0.78%
$5.2B
$839 Million 0.07% of portfolio
11,477
Q2 2025 Reduced 5.41%
$133B
$707 Million 0.06% of portfolio
3,072
Q2 2025 Reduced 21.55%
$61.6B
$724 Million 0.06% of portfolio
7,168
Q2 2025 Reduced 15.76%
$2.44B
$706 Million 0.06% of portfolio
27,003
Q1 2025 Added 0.32%
$0
$725 Million 0.06% of portfolio
14,337
Q2 2025 Added 2.57%
$90B
$733 Million 0.06% of portfolio
3,203
Q2 2025 Reduced 34.2%
$0
$651 Million 0.06% of portfolio
13,724
Q2 2025 Added 21.48%
$0
$656 Million 0.06% of portfolio
6,518
Q2 2025 New
$0
$672 Million 0.06% of portfolio
35,434
Q2 2025 New
$60.1B
$740 Million 0.06% of portfolio
17,219
Q2 2025 Reduced 2.34%
$64.1B
$678 Million 0.06% of portfolio
2,536
Q2 2025 Reduced 4.08%
$125B
$679 Million 0.06% of portfolio
7,785
Q2 2025 Added 8.06%
Listed Fds Tr
-
$699 Million 0.06% of portfolio
-
Q2 2025 Added 26.49%
$73.2B
$720 Million 0.06% of portfolio
6,813
Q2 2025 Reduced 10.01%
$0
$708 Million 0.06% of portfolio
6,876
Q2 2025 Added 6.54%
$0
$692 Million 0.06% of portfolio
9,401
Q2 2025 Reduced 14.24%

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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