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
$325B
$2.51 Billion 0.22% of portfolio
8,037
Q2 2025 Added 35.92%
$80.4B
$2.49 Billion 0.21% of portfolio
199,384
Q2 2025 Added 9.85%
$3.11B
$2.49 Billion 0.21% of portfolio
52,107
Q2 2025 Reduced 13.52%
$320B
$2.5 Billion 0.21% of portfolio
3,121
Q2 2025 Added 38.9%
$189B
$2.38 Billion 0.2% of portfolio
2,315
Q2 2025 Added 23.53%
$189B
$2.35 Billion 0.2% of portfolio
27,662
Q2 2025 Reduced 0.97%
$881M
$2.3 Billion 0.2% of portfolio
252,175
Q2 2025 Added 166.8%
$230B
$2.32 Billion 0.2% of portfolio
7,931
Q2 2025 Added 0.92%
$378B
$2.19 Billion 0.19% of portfolio
13,776
Q2 2025 Reduced 1.63%
$210B
$2.22 Billion 0.19% of portfolio
76,835
Q2 2025 Reduced 3.78%
$232B
$2.17 Billion 0.19% of portfolio
7,375
Q2 2025 Added 0.57%
$223B
$2.18 Billion 0.19% of portfolio
14,912
Q2 2025 Added 8.0%
$258B
$2.13 Billion 0.18% of portfolio
15,111
Q2 2025 Added 0.12%
$4.44B
$2.05 Billion 0.18% of portfolio
40,648
Q2 2025 Added 112.86%
$47B
$2.14 Billion 0.18% of portfolio
219,962
Q2 2025 Added 11.61%
$147B
$2.08 Billion 0.18% of portfolio
16,844
Q2 2025 Reduced 5.33%
$0
$1.87 Billion 0.16% of portfolio
152,747
Q2 2025 Reduced 5.81%
$3.07B
$1.88 Billion 0.16% of portfolio
4,653
Q2 2025 Added 18.34%
$256B
$1.81 Billion 0.16% of portfolio
25,772
Q2 2025 Added 0.25%
$0
$1.79 Billion 0.15% of portfolio
133,500
Q4 2024 Added 6.37%
$45.2B
$1.79 Billion 0.15% of portfolio
5,103
Q2 2025 Added 55.11%
$231B
$1.8 Billion 0.15% of portfolio
13,223
Q2 2025 Reduced 3.12%
$123B
$1.66 Billion 0.14% of portfolio
24,099
Q2 2025 Added 164.19%
$165B
$1.5 Billion 0.13% of portfolio
2,766
Q2 2025 Reduced 6.65%
$155B
$1.48 Billion 0.13% of portfolio
13,816
Q2 2025 Reduced 5.57%
$165B
$1.46 Billion 0.13% of portfolio
3,778
Q2 2025 Added 26.06%
$139B
$1.51 Billion 0.13% of portfolio
62,494
Q2 2025 Added 8.59%
$307B
$1.52 Billion 0.13% of portfolio
18,917
Q2 2025 Added 14.14%
$276B
$1.53 Billion 0.13% of portfolio
22,032
Q2 2025 Reduced 0.24%
$1.09B
$1.46 Billion 0.13% of portfolio
25,928
Q2 2025 Added 42.4%
$138B
$1.44 Billion 0.12% of portfolio
20,686
Q2 2025 Added 13.04%
$252M
$1.37 Billion 0.12% of portfolio
357,029
Q2 2025 New
$214B
$1.43 Billion 0.12% of portfolio
18,088
Q2 2025 Reduced 0.01%
$139B
$1.41 Billion 0.12% of portfolio
1,831
Q2 2025 Added 27.42%
$170B
$1.39 Billion 0.12% of portfolio
15,189
Q2 2025 Added 11.59%
$183B
$1.36 Billion 0.12% of portfolio
31,430
Q2 2025 Added 7.29%
$221B
$1.42 Billion 0.12% of portfolio
3,650
Q2 2025 Added 2.99%
$167B
$1.31 Billion 0.11% of portfolio
5,905
Q2 2025 Reduced 1.83%
$78.3B
$1.22 Billion 0.11% of portfolio
16,463
Q2 2025 Reduced 14.04%
$117B
$1.26 Billion 0.11% of portfolio
14,066
Q2 2025 Added 4.31%
$52B
$1.3 Billion 0.11% of portfolio
1,567
Q2 2025 Added 3.16%
$92.7B
$1.28 Billion 0.11% of portfolio
10,882
Q2 2025 Added 5.32%
$163B
$1.3 Billion 0.11% of portfolio
10,560
Q2 2025 Reduced 6.89%
$178B
$1.29 Billion 0.11% of portfolio
8,118
Q2 2025 Added 13.51%
$189B
$1.24 Billion 0.11% of portfolio
3,067
Q2 2025 Added 13.22%
$120B
$1.16 Billion 0.1% of portfolio
2,511
Q2 2025 Added 15.87%
$96.2B
$1.18 Billion 0.1% of portfolio
12,927
Q2 2025 Added 5.87%
$115B
$1.22 Billion 0.1% of portfolio
4,210
Q2 2025 Added 16.11%
$144B
$1.17 Billion 0.1% of portfolio
2,299
Q2 2025 Added 4.26%

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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