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
$57B
$514 Million 0.04% of portfolio
6,639
Q2 2025 Added 67.91%
$58.7B
$456 Million 0.04% of portfolio
2,087
Q2 2025 Reduced 16.85%
$42B
$446 Million 0.04% of portfolio
10,611
Q2 2025 Added 33.4%
$54.3B
$428 Million 0.04% of portfolio
2,482
Q2 2025 Reduced 33.99%
$24.5B
$453 Million 0.04% of portfolio
2,471
Q2 2025 Added 7.25%
$27.1B
$461 Million 0.04% of portfolio
1,231
Q2 2025 Added 3.19%
$302B
$432 Million 0.04% of portfolio
1,815
Q2 2025 Reduced 5.02%
$85.7B
$491 Million 0.04% of portfolio
1,796
Q2 2025 Reduced 5.97%
$31.4B
$425 Million 0.04% of portfolio
3,471
Q2 2025 New
$76B
$413 Million 0.04% of portfolio
16,430
Q2 2025 Added 11.01%
$20.5B
$470 Million 0.04% of portfolio
5,819
Q2 2025 Added 8.97%
$97.9B
$520 Million 0.04% of portfolio
11,494
Q2 2025 Added 10.53%
$79.5B
$444 Million 0.04% of portfolio
2,576
Q2 2025 Reduced 38.49%
$38.7B
$523 Million 0.04% of portfolio
5,933
Q2 2025 Reduced 0.64%
$16.2B
$424 Million 0.04% of portfolio
1,374
Q2 2025 New
$19.6B
$521 Million 0.04% of portfolio
4,291
Q2 2025 Reduced 1.29%
$100B
$505 Million 0.04% of portfolio
22,533
Q2 2025 Reduced 2.3%
$45.4B
$515 Million 0.04% of portfolio
47,479
Q2 2025 Added 6.73%
$0
$494 Million 0.04% of portfolio
33,166
Q1 2025 Added 42.15%
$128B
$466 Million 0.04% of portfolio
1,957
Q2 2025 Reduced 2.64%
$17.4B
$448 Million 0.04% of portfolio
3,966
Q2 2025 Reduced 0.78%
$6.37B
$298 Million 0.03% of portfolio
14,850
Q2 2025 Reduced 28.14%
$12.5B
$401 Million 0.03% of portfolio
7,712
Q2 2025 Added 0.42%
$79.8B
$317 Million 0.03% of portfolio
755
Q2 2025 New
$80.7B
$384 Million 0.03% of portfolio
1,980
Q2 2025 New
$7.86B
$375 Million 0.03% of portfolio
19,521
Q2 2025 Added 2.72%
$61.8B
$354 Million 0.03% of portfolio
2,742
Q2 2025 Reduced 18.56%
$39.5B
$377 Million 0.03% of portfolio
2,245
Q2 2025 Added 8.4%
$40.8B
$303 Million 0.03% of portfolio
2,256
Q2 2025 Reduced 10.83%
$27.6B
$299 Million 0.03% of portfolio
1,803
Q2 2025 Added 3.15%
$10.2B
$391 Million 0.03% of portfolio
22,326
Q2 2025 Added 6.79%
$53.4B
$295 Million 0.03% of portfolio
782
Q2 2025 Reduced 3.93%
$45B
$340 Million 0.03% of portfolio
32,743
Q2 2025 Added 2.93%
$12.8B
$306 Million 0.03% of portfolio
1,545
Q2 2025 Reduced 1.59%
$35.1B
$331 Million 0.03% of portfolio
11,760
Q2 2025 New
$100B
$314 Million 0.03% of portfolio
5,385
Q2 2025 Added 45.19%
$1.31B
$372 Million 0.03% of portfolio
31,809
Q2 2025 Added 76.81%
$99B
$373 Million 0.03% of portfolio
3,982
Q2 2025 New
$61.9B
$323 Million 0.03% of portfolio
1,647
Q2 2025 New
$0
$357 Million 0.03% of portfolio
43,000
Q1 2025 Added 86.96%
$126B
$391 Million 0.03% of portfolio
8,267
Q2 2025 New
$40.9B
$328 Million 0.03% of portfolio
3,193
Q2 2025 Reduced 1.33%
$99.3B
$336 Million 0.03% of portfolio
3,661
Q2 2025 Added 12.68%
$54.6B
$296 Million 0.03% of portfolio
552
Q2 2025 New
$48.4B
$343 Million 0.03% of portfolio
2,361
Q2 2025 Reduced 1.83%
$6.94B
$326 Million 0.03% of portfolio
12,775
Q1 2024 New
$33.5B
$384 Million 0.03% of portfolio
5,172
Q2 2025 Reduced 44.24%
$34.6B
$352 Million 0.03% of portfolio
1,441
Q2 2025 Added 9.0%
$74.3B
$314 Million 0.03% of portfolio
1,688
Q2 2025 Added 8.14%

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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