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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.63 Billion 0.17% of portfolio
3,055
Q1 2025 Reduced 34.29%
$0
$1.64 Billion 0.17% of portfolio
18,113
Q1 2025 Added 0.28%
$0
$1.63 Billion 0.17% of portfolio
24,746
Q1 2025 Added 11.77%
$0
$1.54 Billion 0.16% of portfolio
8,277
Q1 2025 Added 22.97%
$0
$1.51 Billion 0.16% of portfolio
32,900
Q1 2025 Added 57.24%
$0
$1.47 Billion 0.15% of portfolio
12,078
Q1 2025 Reduced 12.31%
$0
$1.32 Billion 0.14% of portfolio
6,997
Q1 2025 Reduced 9.38%
$0
$1.22 Billion 0.13% of portfolio
27,858
Q1 2025 Reduced 0.53%
$0
$1.26 Billion 0.13% of portfolio
15,371
Q1 2025 Reduced 10.24%
$0
$1.18 Billion 0.12% of portfolio
7,736
Q1 2025 Reduced 9.76%
$0
$1.17 Billion 0.12% of portfolio
22,874
Q1 2025 Added 14.47%
$0
$1.13 Billion 0.12% of portfolio
10,799
Q1 2025 Reduced 5.96%
$0
$1.18 Billion 0.12% of portfolio
20,170
Q1 2025 Reduced 6.24%
$0
$1.11 Billion 0.11% of portfolio
22,279
Q1 2025 Added 4.77%
$0
$1.09 Billion 0.11% of portfolio
18,755
Q1 2025 Reduced 6.08%
$5.48B
$938 Million 0.1% of portfolio
12,134
Q4 2024 Added 109.28%
$0
$1 Billion 0.1% of portfolio
13,879
Q1 2025 Added 1.46%
$0
$855 Million 0.09% of portfolio
10,048
Q1 2025 Added 9.0%
$0
$825 Million 0.09% of portfolio
5,872
Q1 2025 Reduced 1.26%
$0
$841 Million 0.09% of portfolio
7,912
Q1 2025 Added 28.73%
$0
$894 Million 0.09% of portfolio
6,823
Q1 2025 Added 44.34%
$0
$869 Million 0.09% of portfolio
27,616
Q1 2025 Added 108.99%
$0
$913 Million 0.09% of portfolio
23,534
Q1 2025 Reduced 7.9%
$0
$915 Million 0.09% of portfolio
17,921
Q1 2025 New
$0
$881 Million 0.09% of portfolio
29,541
Q1 2025 Added 0.42%
$2.01B
$873 Million 0.09% of portfolio
27,997
Q1 2025 Added 2.93%
$0
$743 Million 0.08% of portfolio
9,415
Q1 2025 Reduced 35.63%
$0
$787 Million 0.08% of portfolio
16,165
Q1 2025 Reduced 0.28%
$0
$732 Million 0.08% of portfolio
9,649
Q3 2024 Added 55.28%
$0
$801 Million 0.08% of portfolio
2,218
Q1 2025 Reduced 1.51%
$0
$805 Million 0.08% of portfolio
10,962
Q1 2025 Reduced 56.52%
$0
$778 Million 0.08% of portfolio
8,382
Q1 2025 New
$0
$770 Million 0.08% of portfolio
22,997
Q1 2025 Added 14.51%
$0
$666 Million 0.07% of portfolio
12,946
Q1 2025 Added 2.97%
$0
$722 Million 0.07% of portfolio
14,203
Q1 2025 Added 8.8%
$0
$638 Million 0.07% of portfolio
5,978
Q1 2025 Reduced 25.64%
$0
$657 Million 0.07% of portfolio
3,447
Q1 2025 Added 27.38%
$2.3B
$711 Million 0.07% of portfolio
27,003
Q1 2025 Added 0.32%
$0
$704 Million 0.07% of portfolio
33,280
Q4 2024 Added 13.27%
$0
$703 Million 0.07% of portfolio
13,978
Q1 2025 New
$0
$700 Million 0.07% of portfolio
28,865
Q1 2025 Reduced 4.58%
$0
$668 Million 0.07% of portfolio
6,454
Q1 2025 Added 52.79%
$0
$653 Million 0.07% of portfolio
8,824
Q1 2025 Reduced 6.67%
$0
$653 Million 0.07% of portfolio
12,607
Q1 2025 Added 14.77%
$0
$673 Million 0.07% of portfolio
26,035
Q1 2025 Added 117.43%
$0
$719 Million 0.07% of portfolio
16,114
Q1 2025 Reduced 0.56%
$0
$721 Million 0.07% of portfolio
43,047
Q1 2025 Added 1.81%
$0
$633 Million 0.07% of portfolio
3,364
Q1 2025 Reduced 8.83%
$0
$566 Million 0.06% of portfolio
10,803
Q1 2025 Added 32.15%

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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