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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$82.5 Billion 8.51% of portfolio
371,367
Q1 2025 Reduced 1.75%
$2.27T
$36.6 Billion 3.77% of portfolio
192,129
Q1 2025 Added 0.21%
$631B
$33.6 Billion 3.46% of portfolio
63,054
Q1 2025 Added 10.7%
$3.75T
$31.5 Billion 3.25% of portfolio
83,979
Q1 2025 Added 3.29%
$406B
$30.1 Billion 3.11% of portfolio
277,905
Q1 2025 Reduced 3.2%
$100B
$24.1 Billion 2.48% of portfolio
71,433
Q1 2025 Added 0.28%
$1.62T
$21.5 Billion 2.21% of portfolio
37,243
Q1 2025 Added 6.59%
$1.07T
$16.9 Billion 1.75% of portfolio
109,493
Q1 2025 Added 7.6%
$934B
$11.9 Billion 1.22% of portfolio
45,756
Q1 2025 Added 25.05%
$585B
$8.66 Billion 0.89% of portfolio
24,710
Q1 2025 Added 1.63%
$1.08T
$8.25 Billion 0.85% of portfolio
52,776
Q1 2025 Reduced 1.66%
$831B
$7.9 Billion 0.81% of portfolio
32,203
Q1 2025 Reduced 0.57%
$432B
$7.19 Billion 0.74% of portfolio
9
Q1 2025 Added 50.0%
$573B
$7.02 Billion 0.72% of portfolio
7,526
Q1 2025 Added 9.04%
$539B
$6.28 Billion 0.65% of portfolio
11,454
Q1 2025 Added 7.9%
$474B
$5.49 Billion 0.57% of portfolio
46,192
Q1 2025 Added 17.37%
$435B
$5.12 Billion 0.53% of portfolio
5,410
Q1 2025 Added 9.83%
$160B
$4.8 Billion 0.49% of portfolio
22,649
Q1 2025 Reduced 6.66%
$113B
$4.64 Billion 0.48% of portfolio
33,193
Q1 2025 Reduced 11.4%
$263B
$4.66 Billion 0.48% of portfolio
53,086
Q1 2025 Added 13.48%
$113B
$4.52 Billion 0.47% of portfolio
26,975
Q1 2025 Added 32.32%
$220B
$4.22 Billion 0.44% of portfolio
42,765
Q1 2025 Reduced 1.78%
$13.2B
$4.25 Billion 0.44% of portfolio
32,604
Q1 2025 Added 0.01%
$125B
$3.76 Billion 0.39% of portfolio
1,927
Q1 2025 Added 9.49%
$409B
$3.59 Billion 0.37% of portfolio
21,661
Q1 2025 Added 6.09%
$0
$3.39 Billion 0.35% of portfolio
248,700
Q1 2025 Added 0.08%
$300B
$3.32 Billion 0.34% of portfolio
46,323
Q1 2025 Added 5.53%
$12.6B
$3.28 Billion 0.34% of portfolio
93,700
Q1 2025 Added 143.78%
$271B
$3.26 Billion 0.34% of portfolio
12,130
Q1 2025 Added 30.73%
$376B
$3.33 Billion 0.34% of portfolio
79,721
Q1 2025 Reduced 8.94%
$300B
$3.18 Billion 0.33% of portfolio
19,037
Q1 2025 Reduced 5.52%
$380B
$3.22 Billion 0.33% of portfolio
8,773
Q1 2025 Added 4.25%
$283B
$3.1 Billion 0.32% of portfolio
5,913
Q1 2025 Reduced 7.85%
$275B
$3.1 Billion 0.32% of portfolio
23,418
Q1 2025 Added 27.82%
$281B
$3 Billion 0.31% of portfolio
35,536
Q1 2025 Reduced 12.59%
$61.7B
$2.98 Billion 0.31% of portfolio
17,463
Q1 2025 Added 2.58%
$636B
$2.95 Billion 0.3% of portfolio
21,082
Q1 2025 Added 37.36%
$136B
$2.83 Billion 0.29% of portfolio
29,597
Q1 2025 Added 7.01%
$337B
$2.82 Billion 0.29% of portfolio
13,462
Q1 2025 Added 0.37%
$4.08B
$2.81 Billion 0.29% of portfolio
60,253
Q1 2025 Added 357.92%
$237B
$2.81 Billion 0.29% of portfolio
10,429
Q1 2025 Added 2.6%
$35.4B
$2.66 Billion 0.27% of portfolio
33,208
Q1 2025 Added 0.05%
$84B
$2.6 Billion 0.27% of portfolio
181,500
Q1 2025 Reduced 2.16%
$89.4B
$2.5 Billion 0.26% of portfolio
17,177
Q1 2025 Reduced 5.73%
$0
$2.43 Billion 0.25% of portfolio
101,100
Q1 2025 Added 16.41%
$373B
$2.39 Billion 0.25% of portfolio
14,004
Q1 2025 Reduced 1.03%
$216B
$2.45 Billion 0.25% of portfolio
7,859
Q1 2025 Added 3.97%
$223B
$2.34 Billion 0.24% of portfolio
22,745
Q1 2025 Reduced 1.66%
$110B
$2.31 Billion 0.24% of portfolio
6,564
Q1 2025 Added 11.41%

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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