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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$77.7 Billion 6.68% of portfolio
378,848
Q2 2025 Added 2.01%
$456B
$55.2 Billion 4.74% of portfolio
349,287
Q2 2025 Added 25.69%
$2.26T
$46.1 Billion 3.96% of portfolio
210,144
Q2 2025 Added 9.38%
$3.95T
$44.7 Billion 3.84% of portfolio
89,785
Q2 2025 Added 6.91%
$621B
$31.9 Billion 2.74% of portfolio
65,670
Q2 2025 Added 4.15%
$102B
$31.2 Billion 2.68% of portfolio
71,369
Q2 2025 Reduced 0.09%
$1.78T
$29.9 Billion 2.57% of portfolio
40,544
Q2 2025 Added 8.86%
$1.21T
$21.4 Billion 1.84% of portfolio
121,582
Q2 2025 Added 11.04%
$1.08T
$15.8 Billion 1.35% of portfolio
49,582
Q2 2025 Added 8.36%
$44B
$12.2 Billion 1.05% of portfolio
21,162
Q2 2025 Added 3,058.51%
$545B
$10.9 Billion 0.94% of portfolio
8,175
Q2 2025 Added 8.62%
$1.24T
$10.4 Billion 0.89% of portfolio
58,562
Q2 2025 Added 10.96%
$859B
$9.86 Billion 0.85% of portfolio
34,001
Q2 2025 Added 5.58%
$551B
$8.89 Billion 0.76% of portfolio
25,030
Q2 2025 Added 1.3%
$127B
$7.58 Billion 0.65% of portfolio
27,490
Q2 2025 Added 1.91%
$548B
$7.02 Billion 0.6% of portfolio
12,491
Q2 2025 Added 9.05%
$118B
$5.69 Billion 0.49% of portfolio
2,176
Q2 2025 Added 12.92%
$281B
$5.39 Billion 0.46% of portfolio
55,088
Q2 2025 Added 3.77%
$367B
$5.37 Billion 0.46% of portfolio
39,364
Q2 2025 Added 10.77%
$442B
$5.22 Billion 0.45% of portfolio
48,382
Q2 2025 Added 4.74%
$146B
$5.24 Billion 0.45% of portfolio
22,500
Q2 2025 Reduced 0.66%
$439B
$5.24 Billion 0.45% of portfolio
5,293
Q2 2025 Reduced 2.16%
$207B
$5.06 Billion 0.43% of portfolio
40,777
Q2 2025 Reduced 4.65%
$123B
$4.88 Billion 0.42% of portfolio
32,606
Q2 2025 Reduced 1.77%
$14.6B
$4.72 Billion 0.41% of portfolio
32,759
Q2 2025 Added 0.48%
$608B
$4.63 Billion 0.4% of portfolio
5,934
Q2 2025 Reduced 5.4%
$684B
$4.53 Billion 0.39% of portfolio
20,702
Q2 2025 Reduced 1.8%
$381B
$4.16 Billion 0.36% of portfolio
87,930
Q2 2025 Added 10.3%
$13.4B
$4.04 Billion 0.35% of portfolio
128,502
Q2 2025 Added 37.14%
$52.5B
$3.66 Billion 0.31% of portfolio
17,903
Q2 2025 Added 2.52%
$306B
$3.49 Billion 0.3% of portfolio
49,389
Q2 2025 Added 6.62%
$178B
$3.34 Billion 0.29% of portfolio
28,976
Q2 2025 Reduced 2.1%
$93.6B
$3.34 Billion 0.29% of portfolio
6,561
Q2 2025 Reduced 0.05%
$302B
$3.23 Billion 0.28% of portfolio
22,538
Q2 2025 Added 18.39%
$324B
$3.26 Billion 0.28% of portfolio
28,772
Q2 2025 Added 22.86%
$452B
$3.23 Billion 0.28% of portfolio
21,141
Q2 2025 Reduced 2.4%
$282B
$3.16 Billion 0.27% of portfolio
22,247
Q2 2025 Reduced 2.19%
$0
$3.18 Billion 0.27% of portfolio
250,700
Q2 2025 Added 0.8%
$232B
$3.12 Billion 0.27% of portfolio
11,459
Q2 2025 Reduced 5.53%
$405B
$3.09 Billion 0.27% of portfolio
8,433
Q2 2025 Reduced 3.88%
$1.27T
$3.19 Billion 0.27% of portfolio
14,089
Q2 2025 Added 3.25%
$31.6B
$2.97 Billion 0.26% of portfolio
35,701
Q2 2025 Added 7.51%
$351B
$3.04 Billion 0.26% of portfolio
16,402
Q2 2025 Added 21.84%
$227B
$3 Billion 0.26% of portfolio
9,409
Q2 2025 Reduced 9.78%
$79.3B
$2.87 Billion 0.25% of portfolio
17,283
Q2 2025 Added 0.62%
$254B
$2.9 Billion 0.25% of portfolio
4,100
Q2 2025 Added 1.33%
$182B
$2.85 Billion 0.24% of portfolio
30,527
Q2 2025 Added 18.35%
$0
$2.64 Billion 0.23% of portfolio
104,051
Q2 2025 Added 2.92%
$139B
$2.65 Billion 0.23% of portfolio
12,652
Q2 2025 Added 48.58%

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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