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
Capital Group Dividend Growe
-
$492 Million 0.05% of portfolio
-
Q3 2024 New
$99.9B
$526 Million 0.05% of portfolio
782
Q1 2025 Added 10.3%
$24B
$462 Million 0.05% of portfolio
796
Q1 2025 Reduced 10.26%
$48.1B
$533 Million 0.05% of portfolio
7,138
Q1 2025 Added 10.12%
Fidelity Wise Origin Bitcoin
-
$456 Million 0.05% of portfolio
-
Q1 2025 Added 86.76%
$0
$499 Million 0.05% of portfolio
4,882
Q1 2025 Reduced 1.41%
Lam Research Corp
-
$452 Million 0.05% of portfolio
-
Q1 2025 Added 5.34%
$53.8B
$514 Million 0.05% of portfolio
2,107
Q1 2025 Reduced 2.86%
Ge Vernova Inc
-
$496 Million 0.05% of portfolio
-
Q1 2025 Added 98.53%
$75.4B
$500 Million 0.05% of portfolio
1,834
Q1 2025 Reduced 3.93%
$68.4B
$460 Million 0.05% of portfolio
4,134
Q1 2025 Reduced 43.18%
$0
$494 Million 0.05% of portfolio
11,297
Q1 2025 Reduced 27.44%
$16.2B
$518 Million 0.05% of portfolio
4,347
Q1 2025 Reduced 1.09%
$0
$458 Million 0.05% of portfolio
9,943
Q1 2025 Added 1.83%
$0
$451 Million 0.05% of portfolio
2,282
Q1 2025 Reduced 2.56%
$0
$448 Million 0.05% of portfolio
4,068
Q1 2025 Added 2.81%
$92.3B
$506 Million 0.05% of portfolio
4,524
Q1 2025 Added 135.38%
$50.1B
$528 Million 0.05% of portfolio
8,096
Q1 2025 Added 24.53%
$0
$516 Million 0.05% of portfolio
33,166
Q1 2025 Added 42.15%
$80.1B
$524 Million 0.05% of portfolio
23,064
Q1 2025 Added 34.85%
$37.7B
$467 Million 0.05% of portfolio
6,017
Q1 2025 Reduced 26.58%
$321B
$510 Million 0.05% of portfolio
1,911
Q1 2025 Added 21.95%
$119B
$474 Million 0.05% of portfolio
3,265
Q1 2025 Reduced 10.23%
$70.9B
$490 Million 0.05% of portfolio
8,197
Q1 2025 Added 13.03%
$103B
$463 Million 0.05% of portfolio
1,406
Q1 2025 Reduced 8.22%
$0
$503 Million 0.05% of portfolio
16,273
Q4 2024 Added 64.32%
$0
$463 Million 0.05% of portfolio
9,913
Q4 2024 New
$1.52B
$473 Million 0.05% of portfolio
36,209
Q1 2025 Added 11.05%
$126B
$527 Million 0.05% of portfolio
1,087
Q1 2025 Reduced 13.73%
$72.8B
$504 Million 0.05% of portfolio
829
Q1 2025 Reduced 27.28%
$57B
$475 Million 0.05% of portfolio
2,086
Q1 2025 Reduced 1.97%
$0
$490 Million 0.05% of portfolio
9,204
Q1 2025 Reduced 36.03%
$38.1B
$446 Million 0.05% of portfolio
44,487
Q1 2025 Reduced 32.93%
$152B
$530 Million 0.05% of portfolio
1,042
Q1 2025 Added 65.13%
$36.1B
$426 Million 0.04% of portfolio
7,345
Q1 2025 Added 75.34%
$13B
$352 Million 0.04% of portfolio
5,340
Q1 2025 Added 69.31%
$0
$371 Million 0.04% of portfolio
11,321
Q4 2024 Reduced 0.83%
$37.2B
$393 Million 0.04% of portfolio
7,954
Q1 2025 Added 1.65%
$23.9B
$390 Million 0.04% of portfolio
1,193
Q1 2025 New
$43.4B
$428 Million 0.04% of portfolio
3,367
Q1 2025 Reduced 5.55%
Kenvue Inc
-
$385 Million 0.04% of portfolio
-
Q1 2025 Reduced 5.95%
$0
$362 Million 0.04% of portfolio
3,749
Q1 2025 Added 30.54%
$13.1B
$371 Million 0.04% of portfolio
3,997
Q1 2025 Added 22.38%
$0
$349 Million 0.04% of portfolio
4,719
Q4 2024 New
$27.3B
$407 Million 0.04% of portfolio
5,919
Q1 2025 New
$17.8B
$373 Million 0.04% of portfolio
11,638
Q1 2025 Reduced 0.09%
$51.6B
$371 Million 0.04% of portfolio
2,405
Q1 2025 Added 7.03%
$30.1B
$407 Million 0.04% of portfolio
16,015
Q1 2025 Reduced 31.26%
$7.5B
$381 Million 0.04% of portfolio
19,005
Q1 2025 Added 27.74%

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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