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
$53.6B
$327 Million 0.03% of portfolio
3,012
Q1 2025 Added 0.6%
$32.5B
$333 Million 0.03% of portfolio
7,632
Q1 2025 Reduced 0.51%
$1.94B
$254 Million 0.03% of portfolio
8,686
Q1 2025 Added 36.7%
$85.8B
$274 Million 0.03% of portfolio
2,097
Q1 2025 Reduced 15.34%
$11.8B
$292 Million 0.03% of portfolio
3,956
Q1 2025 New
$15.2B
$337 Million 0.03% of portfolio
7,680
Q1 2025 Reduced 2.44%
$14.8B
$269 Million 0.03% of portfolio
10,168
Q1 2025 New
$62.4B
$308 Million 0.03% of portfolio
3,832
Q1 2025 Added 3.54%
$1.57B
$289 Million 0.03% of portfolio
45,484
Q3 2023 New
$7.16B
$283 Million 0.03% of portfolio
12,775
Q1 2024 New
-
$293 Million 0.03% of portfolio
-
Q4 2024 New
$57.5B
$331 Million 0.03% of portfolio
10,613
Q1 2025 Added 6.46%
$106B
$312 Million 0.03% of portfolio
1,278
Q1 2025 Added 6.86%
$61.6B
$243 Million 0.03% of portfolio
3,954
Q1 2025 Added 22.11%
$12.5B
$276 Million 0.03% of portfolio
5,148
Q1 2025 Reduced 3.56%
$43B
$285 Million 0.03% of portfolio
2,071
Q1 2025 New
$173B
$277 Million 0.03% of portfolio
4,275
Q1 2025 Reduced 19.25%
$16B
$293 Million 0.03% of portfolio
3,602
Q1 2025 Reduced 1.42%
$88.1B
$295 Million 0.03% of portfolio
1,612
Q1 2025 Reduced 30.37%
$26.8B
$261 Million 0.03% of portfolio
1,550
Q1 2025 Reduced 2.15%
$4.24B
$315 Million 0.03% of portfolio
4,174
Q1 2025 Added 64.01%
$10.8B
$251 Million 0.03% of portfolio
3,735
Q1 2025 New
$3.97B
$303 Million 0.03% of portfolio
11,442
Q1 2025 Added 55.23%
$36.3B
$254 Million 0.03% of portfolio
2,564
Q1 2025 New
$21.2B
$224 Million 0.02% of portfolio
2,678
Q1 2025 New
$13.8B
$238 Million 0.02% of portfolio
2,258
Q1 2025 Added 13.47%
$70.3B
$238 Million 0.02% of portfolio
5,643
Q1 2025 Reduced 47.38%
$21.1B
$224 Million 0.02% of portfolio
2,283
Q1 2025 New
$1.79B
$236 Million 0.02% of portfolio
9,157
Q4 2024 Added 1.74%
$425M
$166 Million 0.02% of portfolio
77,150
Q1 2025 Added 15.24%
$52.8B
$225 Million 0.02% of portfolio
228
Q1 2025 Added 7.55%
$0
$172 Million 0.02% of portfolio
39,332
Q1 2025 New
$0
$225 Million 0.02% of portfolio
15,619
Q1 2025 New
$0
$146 Million 0.02% of portfolio
11,287
Q1 2025 New
$143B
$205 Million 0.02% of portfolio
3,092
Q1 2025 New
$15B
$222 Million 0.02% of portfolio
6,488
Q1 2025 Reduced 13.45%
$53.1B
$231 Million 0.02% of portfolio
883
Q1 2025 Reduced 15.26%
$14.7B
$218 Million 0.02% of portfolio
1,885
Q1 2025 Reduced 9.94%
$126B
$228 Million 0.02% of portfolio
4,704
Q1 2025 Reduced 43.16%
$75.2B
$209 Million 0.02% of portfolio
2,490
Q1 2025 Reduced 53.22%
$75.4B
$203 Million 0.02% of portfolio
1,561
Q1 2025 Reduced 29.49%
$1.67B
$210 Million 0.02% of portfolio
4,970
Q1 2025 Reduced 15.52%
$0
$190 Million 0.02% of portfolio
14,398
Q1 2025 New
$41.4B
$227 Million 0.02% of portfolio
2,971
Q1 2025 Reduced 28.43%
$0
$220 Million 0.02% of portfolio
17,454
Q1 2025 New
$0
$213 Million 0.02% of portfolio
13,174
Q4 2024 Reduced 21.88%
$47.2B
$201 Million 0.02% of portfolio
642
Q1 2025 Added 3.55%
$70.1B
$241 Million 0.02% of portfolio
8,176
Q1 2025 New
$27.3B
$203 Million 0.02% of portfolio
1,109
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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