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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50 Billion 4.29% of portfolio
80,851
Q2 2025 Added 9.12%
$113B
$23.1 Billion 1.98% of portfolio
75,627
Q2 2025 Added 12.7%
$0
$22.7 Billion 1.95% of portfolio
41,079
Q2 2025 Added 12.59%
$19.4B
$12.8 Billion 1.1% of portfolio
389,932
Q2 2025 Reduced 1.17%
$0
$12.2 Billion 1.05% of portfolio
21,523
Q2 2025 Added 8.8%
$0
$9.06 Billion 0.78% of portfolio
14,592
Q2 2025 Added 13.25%
$0
$8.62 Billion 0.74% of portfolio
47,419
Q2 2025 Added 6.8%
$0
$7.02 Billion 0.6% of portfolio
70,759
Q2 2025 Added 0.56%
$0
$6.33 Billion 0.54% of portfolio
111,331
Q2 2025 Added 43.31%
$0
$5.73 Billion 0.49% of portfolio
32,410
Q2 2025 Reduced 8.55%
$0
$5.17 Billion 0.44% of portfolio
17,011
Q2 2025 Added 1.06%
$0
$5.09 Billion 0.44% of portfolio
11,550
Q2 2025 Added 4.96%
$0
$4.56 Billion 0.39% of portfolio
89,466
Q2 2025 Added 399.22%
$0
$4.6 Billion 0.39% of portfolio
173,419
Q2 2025 Reduced 0.97%
$0
$4.23 Billion 0.36% of portfolio
11,542
Q2 2025 Added 9.49%
$0
$4.05 Billion 0.35% of portfolio
18,773
Q2 2025 Reduced 4.09%
$0
$3.84 Billion 0.33% of portfolio
34,798
Q2 2025 Added 0.03%
$0
$3.74 Billion 0.32% of portfolio
5,640
Q2 2025 Added 1.22%
$0
$3.78 Billion 0.32% of portfolio
129,002
Q2 2025 Added 0.62%
$0
$3.76 Billion 0.32% of portfolio
74,044
Q2 2025 Added 7.4%
$0
$3.6 Billion 0.31% of portfolio
52,098
Q2 2025 Added 2.45%
$0
$3.38 Billion 0.29% of portfolio
64,587
Q2 2025 Reduced 17.88%
$0
$3.37 Billion 0.29% of portfolio
39,706
Q2 2025 Added 53.54%
$0
$3.42 Billion 0.29% of portfolio
31,103
Q2 2025 Added 17.58%
$0
$3.36 Billion 0.29% of portfolio
77,881
Q2 2025 Added 9.46%
$0
$3.38 Billion 0.29% of portfolio
13,352
Q2 2025 Reduced 6.32%
$0
$3.12 Billion 0.27% of portfolio
24,266
Q2 2025 Added 0.71%
$3.5B
$2.97 Billion 0.26% of portfolio
136,335
Q2 2025 Reduced 1.22%
$0
$2.96 Billion 0.25% of portfolio
18,000
Q2 2025 Reduced 0.96%
$0
$2.79 Billion 0.24% of portfolio
75,800
Q2 2025 Added 13.39%
$0
$2.66 Billion 0.23% of portfolio
35,454
Q2 2025 Added 4.46%
$0
$2.67 Billion 0.23% of portfolio
39,446
Q2 2025 Reduced 4.21%
$0
$2.53 Billion 0.22% of portfolio
37,696
Q2 2025 Added 2.25%
$0
$2.54 Billion 0.22% of portfolio
9,119
Q2 2025 Added 6.79%
$0
$2.52 Billion 0.22% of portfolio
32,526
Q2 2025 Reduced 7.73%
$0
$2.43 Billion 0.21% of portfolio
79,150
Q2 2025 Reduced 1.5%
$0
$2.31 Billion 0.2% of portfolio
17,118
Q2 2025 Reduced 6.63%
$0
$2.31 Billion 0.2% of portfolio
17,965
Q2 2025 Added 14.87%
$56.7B
$2.3 Billion 0.2% of portfolio
36,920
Q2 2025 Reduced 5.84%
$0
$2.21 Billion 0.19% of portfolio
20,134
Q2 2025 Added 7.48%
$0
$2.05 Billion 0.18% of portfolio
4,685
Q2 2025 Reduced 2.8%
$0
$2.11 Billion 0.18% of portfolio
43,776
Q2 2025 Reduced 13.23%
$0
$2.13 Billion 0.18% of portfolio
26,823
Q2 2025 Reduced 1.15%
$0
$2.14 Billion 0.18% of portfolio
51,335
Q2 2025 Added 5.15%
$0
$1.96 Billion 0.17% of portfolio
23,670
Q2 2025 Reduced 3.3%
$0
$1.94 Billion 0.17% of portfolio
33,004
Q2 2025 Added 0.06%
$0
$2 Billion 0.17% of portfolio
30,183
Q2 2025 Reduced 8.64%
$0
$1.81 Billion 0.16% of portfolio
70,867
Q2 2025 Added 4.19%
$0
$1.92 Billion 0.16% of portfolio
26,372
Q2 2025 Added 6.57%

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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