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
$1.95B
$328 Million 0.03% of portfolio
45,484
Q3 2023 New
$63B
$387 Million 0.03% of portfolio
3,664
Q2 2025 Added 2.35%
$65.5B
$304 Million 0.03% of portfolio
404
Q2 2025 New
$54.1B
$376 Million 0.03% of portfolio
1,867
Q2 2025 Added 67.74%
$68.6B
$379 Million 0.03% of portfolio
12,214
Q2 2025 Reduced 3.05%
$15.2B
$308 Million 0.03% of portfolio
10,128
Q2 2025 Reduced 0.39%
$7.17B
$380 Million 0.03% of portfolio
33,871
Q2 2025 Added 80.52%
$75.6B
$339 Million 0.03% of portfolio
872
Q2 2025 Added 1.28%
$51.8B
$326 Million 0.03% of portfolio
1,298
Q2 2025 New
$10.5B
$295 Million 0.03% of portfolio
3,234
Q2 2025 Reduced 9.16%
$173B
$355 Million 0.03% of portfolio
5,781
Q2 2025 Added 35.23%
$18.5B
$305 Million 0.03% of portfolio
2,454
Q2 2025 Added 7.49%
$1.87B
$311 Million 0.03% of portfolio
8,639
Q2 2025 Reduced 0.54%
$33.1B
$324 Million 0.03% of portfolio
1,923
Q2 2025 Added 24.06%
$25.5B
$373 Million 0.03% of portfolio
728
Q2 2025 Reduced 5.94%
$78.1B
$395 Million 0.03% of portfolio
2,966
Q2 2025 Reduced 11.22%
$0
$374 Million 0.03% of portfolio
15,500
Q4 2022 New
$63.2B
$324 Million 0.03% of portfolio
4,027
Q2 2025 Added 5.09%
$100B
$304 Million 0.03% of portfolio
1,391
Q2 2025 Added 8.84%
$27.3B
$376 Million 0.03% of portfolio
5,948
Q2 2025 Added 0.49%
-
$296 Million 0.03% of portfolio
-
Q4 2024 New
$221B
$268 Million 0.02% of portfolio
46
Q2 2025 New
$1.89B
$253 Million 0.02% of portfolio
9,157
Q4 2024 Added 1.74%
$73.4B
$272 Million 0.02% of portfolio
6,019
Q2 2025 Added 6.66%
$53.1B
$270 Million 0.02% of portfolio
873
Q2 2025 Reduced 1.13%
$14.3B
$210 Million 0.02% of portfolio
855
Q2 2025 New
$30.1B
$259 Million 0.02% of portfolio
1,498
Q2 2025 Added 9.58%
$24.8B
$212 Million 0.02% of portfolio
1,638
Q2 2025 New
$119B
$226 Million 0.02% of portfolio
4,672
Q2 2025 Added 3.73%
$14B
$237 Million 0.02% of portfolio
3,794
Q2 2025 Reduced 1.53%
$16.2B
$219 Million 0.02% of portfolio
1,995
Q2 2025 Added 5.84%
$135B
$245 Million 0.02% of portfolio
5,100
Q2 2025 Added 8.42%
$0
$208 Million 0.02% of portfolio
14,568
Q2 2025 Added 0.96%
$67.2B
$251 Million 0.02% of portfolio
2,376
Q2 2025 Reduced 42.53%
$0
$277 Million 0.02% of portfolio
9,210
Q1 2025 New
$22.6B
$222 Million 0.02% of portfolio
2,678
Q1 2025 New
$29.8B
$241 Million 0.02% of portfolio
2,064
Q2 2025 Reduced 5.15%
$20.4B
$204 Million 0.02% of portfolio
5,044
Q2 2025 New
$13.3B
$236 Million 0.02% of portfolio
535
Q2 2025 Reduced 7.76%
$0
$233 Million 0.02% of portfolio
15,369
Q2 2025 Reduced 1.6%
$724M
$266 Million 0.02% of portfolio
14,583
Q1 2025 New
$25.2B
$259 Million 0.02% of portfolio
3,423
Q2 2025 Reduced 1.95%
$0
$254 Million 0.02% of portfolio
13,924
Q2 2025 Added 5.69%
$0
$176 Million 0.02% of portfolio
16,033
Q2 2025 Added 34.63%
$99.2B
$281 Million 0.02% of portfolio
913
Q2 2025 Reduced 35.25%
$11.3B
$252 Million 0.02% of portfolio
3,742
Q2 2025 Added 0.19%
$12.3B
$217 Million 0.02% of portfolio
7,160
Q2 2025 Added 10.36%
$84.7B
$251 Million 0.02% of portfolio
2,757
Q2 2025 Added 10.72%
$384M
$211 Million 0.02% of portfolio
15,040
Q4 2024 Reduced 33.36%

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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