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
$159B
$1.17 Billion 0.1% of portfolio
3,919
Q2 2025 Reduced 4.11%
$96.9B
$1.13 Billion 0.1% of portfolio
6,145
Q2 2025 Reduced 12.3%
$189B
$1.15 Billion 0.1% of portfolio
1,461
Q2 2025 Reduced 2.79%
$88.1B
$1.01 Billion 0.09% of portfolio
3,210
Q2 2025 Added 116.75%
$556M
$1.02 Billion 0.09% of portfolio
96,002
Q2 2025 Added 165.13%
$52.6B
$990 Million 0.09% of portfolio
1,855
Q2 2025 Reduced 0.27%
$139B
$1.01 Billion 0.09% of portfolio
2,828
Q2 2025 Added 26.53%
$63.7B
$905 Million 0.08% of portfolio
3,207
Q2 2025 Reduced 0.03%
$90.6B
$944 Million 0.08% of portfolio
4,269
Q2 2025 Added 9.04%
$60.5B
$947 Million 0.08% of portfolio
11,163
Q2 2025 Added 37.88%
$49.4B
$989 Million 0.08% of portfolio
7,470
Q2 2025 Added 12.75%
$84.6B
$932 Million 0.08% of portfolio
6,121
Q2 2025 Added 15.53%
$92.7B
$895 Million 0.08% of portfolio
12,592
Q2 2025 Added 21.0%
$41.8B
$961 Million 0.08% of portfolio
9,741
Q2 2025 Reduced 0.25%
$72.2B
$896 Million 0.08% of portfolio
4,003
Q2 2025 Added 1.32%
$142B
$949 Million 0.08% of portfolio
3,556
Q2 2025 Added 19.09%
$148B
$928 Million 0.08% of portfolio
25,996
Q2 2025 Reduced 8.71%
$85.4B
$870 Million 0.07% of portfolio
4,090
Q2 2025 Added 60.71%
$150B
$816 Million 0.07% of portfolio
2,922
Q2 2025 Added 5.79%
$30.3B
$777 Million 0.07% of portfolio
11,433
Q2 2025 Added 9.01%
$39.6B
$759 Million 0.07% of portfolio
2,284
Q2 2025 Reduced 1.89%
$197B
$808 Million 0.07% of portfolio
6,118
Q2 2025 Added 6.66%
$318B
$803 Million 0.07% of portfolio
2,639
Q2 2025 Added 9.18%
$6.71B
$825 Million 0.07% of portfolio
9,154
Q2 2025 Added 1,222.83%
$145B
$810 Million 0.07% of portfolio
7,305
Q2 2025 Added 12.94%
$93.6B
$765 Million 0.07% of portfolio
2,228
Q2 2025 Added 5.99%
$55.1B
$786 Million 0.07% of portfolio
57,281
Q2 2025 Added 38.15%
$88B
$781 Million 0.07% of portfolio
1,562
Q2 2025 Reduced 1.01%
$58.7B
$764 Million 0.07% of portfolio
4,751
Q2 2025 Reduced 3.24%
$70.1B
$802 Million 0.07% of portfolio
5,142
Q2 2025 Reduced 8.81%
$37.5B
$837 Million 0.07% of portfolio
9,755
Q2 2025 Added 8.81%
$163B
$823 Million 0.07% of portfolio
2,350
Q2 2025 Added 99.66%
$133B
$707 Million 0.06% of portfolio
3,072
Q2 2025 Reduced 21.55%
$61.6B
$724 Million 0.06% of portfolio
7,168
Q2 2025 Reduced 15.76%
$90B
$733 Million 0.06% of portfolio
3,203
Q2 2025 Reduced 34.2%
$60.1B
$740 Million 0.06% of portfolio
17,219
Q2 2025 Reduced 2.34%
$64.1B
$678 Million 0.06% of portfolio
2,536
Q2 2025 Reduced 4.08%
$125B
$679 Million 0.06% of portfolio
7,785
Q2 2025 Added 8.06%
$73.2B
$720 Million 0.06% of portfolio
6,813
Q2 2025 Reduced 10.01%
$35.6B
$651 Million 0.06% of portfolio
25,023
Q2 2025 Added 56.25%
$177B
$725 Million 0.06% of portfolio
3,491
Q2 2025 Added 8.52%
$118B
$749 Million 0.06% of portfolio
5,627
Q2 2025 Reduced 10.94%
$63.3B
$644 Million 0.06% of portfolio
2,516
Q2 2025 Added 14.36%
$3.15B
$707 Million 0.06% of portfolio
10,186
Q2 2025 Added 15.03%
$2.51B
$734 Million 0.06% of portfolio
8,082
Q2 2025 Added 259.2%
$71B
$648 Million 0.06% of portfolio
814
Q2 2025 Added 61.83%
$5.27B
$732 Million 0.06% of portfolio
51,031
Q2 2025 Added 21.67%
$104B
$654 Million 0.06% of portfolio
21,848
Q2 2025 Added 2.08%
$2.88B
$674 Million 0.06% of portfolio
9,603
Q2 2025 Added 130.07%

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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