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
$41.2B
$602 Million 0.06% of portfolio
2,328
Q1 2025 Reduced 2.76%
$0
$620 Million 0.06% of portfolio
6,847
Q1 2025 Reduced 6.56%
$0
$585 Million 0.06% of portfolio
10,550
Q1 2025 Added 0.86%
$381M
$601 Million 0.06% of portfolio
31,336
Q4 2024 Reduced -0.0%
$45.8B
$538 Million 0.06% of portfolio
11,744
Q1 2025 Added 51.56%
$36.2B
$538 Million 0.06% of portfolio
9,827
Q1 2025 Added 1.49%
$142B
$577 Million 0.06% of portfolio
2,817
Q1 2025 Reduced 33.83%
First Tr Exchng Traded Fd Vi
-
$573 Million 0.06% of portfolio
-
Q1 2025 Reduced 13.82%
$0
$543 Million 0.06% of portfolio
54,856
Q1 2025 Added 14.61%
$0
$586 Million 0.06% of portfolio
20,693
Q3 2024 New
$152B
$543 Million 0.06% of portfolio
9,118
Q1 2025 Reduced 42.99%
$5.27B
$615 Million 0.06% of portfolio
41,943
Q1 2025 Reduced 15.99%
Bank America Corp
-
$563 Million 0.06% of portfolio
-
Q3 2024 Added 1.79%
First Tr Exchng Traded Fd Vi
-
$626 Million 0.06% of portfolio
-
Q1 2025 Reduced 9.89%
$215B
$594 Million 0.06% of portfolio
8,082
Q1 2025 Reduced 0.49%
$93.6B
$584 Million 0.06% of portfolio
4,266
Q1 2025 Added 6.76%
$0
$588 Million 0.06% of portfolio
12,354
Q1 2025 Reduced 23.79%
Ge Healthcare Technologies I
-
$591 Million 0.06% of portfolio
-
Q1 2025 Reduced 1.73%
$0
$601 Million 0.06% of portfolio
13,285
Q1 2025 Reduced 11.72%
$75B
$607 Million 0.06% of portfolio
7,571
Q1 2025 Added 31.26%
$24.3B
$562 Million 0.06% of portfolio
3,507
Q1 2025 Added 60.06%
$177B
$578 Million 0.06% of portfolio
3,217
Q1 2025 Reduced 19.55%
$46.4B
$627 Million 0.06% of portfolio
2,687
Q1 2025 Added 5.91%
$30.3B
$570 Million 0.06% of portfolio
10,488
Q1 2025 Added 6.57%
$58.2B
$567 Million 0.06% of portfolio
3,290
Q1 2025 Added 28.17%
$152B
$608 Million 0.06% of portfolio
2,235
Q1 2025 Reduced 14.73%
$0
$564 Million 0.06% of portfolio
2,153
Q1 2025 Reduced 2.71%
$42.6B
$563 Million 0.06% of portfolio
5,971
Q1 2025 Reduced 6.0%
$0
$590 Million 0.06% of portfolio
6,578
Q1 2025 Reduced 0.17%
Veralto Corp
-
$547 Million 0.06% of portfolio
-
Q1 2025 Reduced 5.94%
$31.6B
$534 Million 0.06% of portfolio
16,366
Q1 2025 Added 31.62%
$24.1B
$545 Million 0.06% of portfolio
16,468
Q1 2025 Reduced 4.32%
$0
$442 Million 0.05% of portfolio
10,475
Q1 2025 New
$59B
$477 Million 0.05% of portfolio
2,510
Q1 2025 Added 18.68%
$0
$532 Million 0.05% of portfolio
48,800
Q2 2024 New
$0
$510 Million 0.05% of portfolio
6,324
Q1 2025 Reduced 14.15%
$246B
$499 Million 0.05% of portfolio
4,478
Q1 2025 Reduced 3.12%
$62.5B
$521 Million 0.05% of portfolio
2,200
Q1 2025 Added 4.07%
-
$533 Million 0.05% of portfolio
-
Q1 2025 Reduced 2.33%
-
$522 Million 0.05% of portfolio
-
Q1 2025 Added 19.55%
$48B
$496 Million 0.05% of portfolio
8,839
Q1 2025 Added 1.33%
$0
$499 Million 0.05% of portfolio
2,039
Q4 2024 Added 82.54%
Listed Fd Tr
-
$457 Million 0.05% of portfolio
-
Q1 2025 Added 47.3%
$58.7B
$527 Million 0.05% of portfolio
5,029
Q1 2025 Added 12.13%
$0
$526 Million 0.05% of portfolio
6,539
Q1 2025 Added 12.68%
$0
$525 Million 0.05% of portfolio
23,800
Q1 2023 Reduced 7.09%
$90.6B
$460 Million 0.05% of portfolio
10,399
Q1 2025 Reduced 0.21%
$88.1B
$455 Million 0.05% of portfolio
1,910
Q1 2025 Added 0.1%
$83.7B
$456 Million 0.05% of portfolio
2,545
Q1 2025 Reduced 3.56%

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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