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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$339 Million 0.03% of portfolio
3,557
Q1 2025 Added 13.17%
$34.4B
$285 Million 0.03% of portfolio
2,071
Q1 2025 New
$0
$250 Million 0.03% of portfolio
4,000
Q4 2024 New
$44.2B
$337 Million 0.03% of portfolio
3,236
Q1 2025 Reduced 14.1%
$173B
$277 Million 0.03% of portfolio
4,275
Q1 2025 Reduced 19.25%
$0
$294 Million 0.03% of portfolio
3,189
Q1 2025 Reduced 5.48%
$14.4B
$293 Million 0.03% of portfolio
3,602
Q1 2025 Reduced 1.42%
$61.5B
$295 Million 0.03% of portfolio
1,612
Q1 2025 Reduced 30.37%
$22.3B
$261 Million 0.03% of portfolio
1,550
Q1 2025 Reduced 2.15%
$0
$274 Million 0.03% of portfolio
1,410
Q1 2025 Reduced 8.62%
$0
$269 Million 0.03% of portfolio
7,306
Q4 2024 Added 37.07%
$0
$256 Million 0.03% of portfolio
1,496
Q1 2025 Reduced 15.81%
First Tr Exchng Traded Fd Vi
-
$293 Million 0.03% of portfolio
-
Q4 2024 New
$5.68B
$315 Million 0.03% of portfolio
4,174
Q1 2025 Added 64.01%
$0
$337 Million 0.03% of portfolio
6,678
Q4 2024 Added 66.95%
$9.81B
$251 Million 0.03% of portfolio
3,735
Q1 2025 New
First Tr Exchng Traded Fd Vi
-
$296 Million 0.03% of portfolio
-
Q1 2025 New
$3.91B
$303 Million 0.03% of portfolio
11,442
Q1 2025 Added 55.23%
$0
$321 Million 0.03% of portfolio
6,242
Q1 2025 Reduced 15.14%
$36.6B
$254 Million 0.03% of portfolio
2,564
Q1 2025 New
$18.8B
$224 Million 0.02% of portfolio
2,678
Q1 2025 New
Virtus Convertible & Inc Fd
-
$149 Million 0.02% of portfolio
-
Q1 2025 New
$0
$237 Million 0.02% of portfolio
4,989
Q2 2024 New
$0
$225 Million 0.02% of portfolio
1,030
Q4 2024 New
$10.4B
$238 Million 0.02% of portfolio
2,258
Q1 2025 Added 13.47%
$56.2B
$238 Million 0.02% of portfolio
5,643
Q1 2025 Reduced 47.38%
$14.1B
$224 Million 0.02% of portfolio
2,283
Q1 2025 New
$1.38B
$236 Million 0.02% of portfolio
9,157
Q4 2024 Added 1.74%
$0
$221 Million 0.02% of portfolio
4,331
Q1 2025 Added 1.45%
$0
$217 Million 0.02% of portfolio
2,677
Q1 2025 New
$0
$207 Million 0.02% of portfolio
4,234
Q1 2025 Reduced 8.47%
$211M
$166 Million 0.02% of portfolio
77,150
Q1 2025 Added 15.24%
Grayscale Ethereum Trust ETF
-
$164 Million 0.02% of portfolio
-
Q1 2025 New
$49.5B
$225 Million 0.02% of portfolio
228
Q1 2025 Added 7.55%
$0
$230 Million 0.02% of portfolio
6,450
Q1 2025 Reduced 7.19%
$0
$208 Million 0.02% of portfolio
5,371
Q1 2025 Reduced 6.12%
$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
$0
$225 Million 0.02% of portfolio
5,350
Q4 2024 Added 5.94%
$137B
$205 Million 0.02% of portfolio
3,092
Q1 2025 New
$14.4B
$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%
$13B
$218 Million 0.02% of portfolio
1,885
Q1 2025 Reduced 9.94%
$0
$201 Million 0.02% of portfolio
3,296
Q1 2025 New
$0
$218 Million 0.02% of portfolio
1,129
Q1 2025 New
$119B
$228 Million 0.02% of portfolio
4,704
Q1 2025 Reduced 43.16%
$59.8B
$209 Million 0.02% of portfolio
2,490
Q1 2025 Reduced 53.22%
$49.6B
$203 Million 0.02% of portfolio
1,561
Q1 2025 Reduced 29.49%

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
Track This Portfolio

Track Insigneo Advisory Services, LLC Portfolio

Follow Insigneo Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insigneo Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insigneo Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email