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
$31.2B
$407 Million 0.04% of portfolio
16,015
Q1 2025 Reduced 31.26%
$8.59B
$381 Million 0.04% of portfolio
19,005
Q1 2025 Added 27.74%
$88.6B
$358 Million 0.04% of portfolio
1,410
Q1 2025 Added 0.14%
$46.5B
$379 Million 0.04% of portfolio
670
Q1 2025 Added 12.42%
$30.9B
$382 Million 0.04% of portfolio
9,275
Q1 2025 New
$125B
$405 Million 0.04% of portfolio
2,010
Q1 2025 Added 8.36%
$0
$377 Million 0.04% of portfolio
19,018
Q4 2024 Reduced 0.64%
$79.2B
$406 Million 0.04% of portfolio
2,310
Q1 2025 Added 6.4%
$0
$359 Million 0.04% of portfolio
43,000
Q1 2025 Added 86.96%
$48.6B
$425 Million 0.04% of portfolio
41,463
Q1 2025 Added 56.03%
$16.4B
$397 Million 0.04% of portfolio
6,428
Q1 2025 Added 6.06%
$82.8B
$414 Million 0.04% of portfolio
300
Q1 2025 Added 4.17%
$89.7B
$401 Million 0.04% of portfolio
941
Q1 2025 Added 6.57%
$82.7B
$391 Million 0.04% of portfolio
14,800
Q1 2025 New
$69.4B
$430 Million 0.04% of portfolio
12,598
Q1 2025 Reduced 10.4%
$24.4B
$385 Million 0.04% of portfolio
774
Q1 2025 Added 0.65%
$30B
$350 Million 0.04% of portfolio
1,322
Q1 2025 Reduced 2.79%
$6.41B
$409 Million 0.04% of portfolio
20,665
Q1 2025 Added 96.58%
$65.2B
$411 Million 0.04% of portfolio
10,868
Q1 2025 Reduced 36.15%
$84.9B
$345 Million 0.04% of portfolio
3,580
Q1 2025 Reduced 1.0%
$82.7B
$366 Million 0.04% of portfolio
3,341
Q1 2025 New
$0
$361 Million 0.04% of portfolio
15,500
Q4 2022 New
$26.4B
$405 Million 0.04% of portfolio
2,304
Q1 2025 Added 8.17%
$21B
$346 Million 0.04% of portfolio
9,908
Q1 2025 Added 5.04%
$37.8B
$416 Million 0.04% of portfolio
5,577
Q1 2025 Added 4.24%
$83.5B
$375 Million 0.04% of portfolio
861
Q1 2025 Added 12.84%
$69.6B
$410 Million 0.04% of portfolio
503
Q1 2025 Added 126.58%
$3.87B
$265 Million 0.03% of portfolio
2,250
Q1 2025 New
$11.2B
$326 Million 0.03% of portfolio
3,560
Q1 2025 New
$666M
$301 Million 0.03% of portfolio
14,583
Q1 2025 New
$15.7B
$295 Million 0.03% of portfolio
580
Q1 2025 Added 6.81%
$100B
$299 Million 0.03% of portfolio
3,249
Q1 2025 Added 3.24%
$87.5B
$293 Million 0.03% of portfolio
4,324
Q1 2025 Reduced 27.69%
$103B
$312 Million 0.03% of portfolio
1,177
Q1 2025 New
$74.7B
$276 Million 0.03% of portfolio
5,861
Q1 2025 Added 9.72%
$23.4B
$249 Million 0.03% of portfolio
3,491
Q1 2025 Added 10.23%
$0
$262 Million 0.03% of portfolio
9,210
Q1 2025 New
$26.9B
$252 Million 0.03% of portfolio
442
Q1 2025 Added 32.73%
$85.1B
$304 Million 0.03% of portfolio
1,481
Q1 2025 Reduced 55.4%
$23.8B
$299 Million 0.03% of portfolio
1,748
Q1 2025 Added 1.75%
$41.5B
$251 Million 0.03% of portfolio
2,530
Q1 2025 Added 8.68%
$12.8B
$243 Million 0.03% of portfolio
3,853
Q1 2025 New
$122B
$250 Million 0.03% of portfolio
4,504
Q1 2025 Reduced 22.92%
$13.1B
$309 Million 0.03% of portfolio
1,570
Q1 2025 Reduced 22.16%
$59.2B
$261 Million 0.03% of portfolio
411
Q1 2025 Reduced 2.14%
$47.3B
$327 Million 0.03% of portfolio
31,810
Q1 2025 Added 0.61%
-
$252 Million 0.03% of portfolio
-
Q1 2025 Added 0.7%
$12.3B
$279 Million 0.03% of portfolio
1,595
Q1 2025 Reduced 9.32%
$148B
$336 Million 0.03% of portfolio
902
Q1 2025 New

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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