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
$1.65B
$210 Million 0.02% of portfolio
4,970
Q1 2025 Reduced 15.52%
$0
$229 Million 0.02% of portfolio
4,600
Q2 2024 New
$0
$204 Million 0.02% of portfolio
918
Q1 2025 Added 8.64%
$0
$176 Million 0.02% of portfolio
10,027
Q1 2025 Reduced 7.12%
$0
$190 Million 0.02% of portfolio
14,398
Q1 2025 New
$36.1B
$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%
$39.4B
$201 Million 0.02% of portfolio
642
Q1 2025 Added 3.55%
$58.4B
$241 Million 0.02% of portfolio
8,176
Q1 2025 New
$30.1B
$203 Million 0.02% of portfolio
1,109
Q1 2025 New
$1.65B
$200 Million 0.02% of portfolio
17,990
Q1 2025 New
$0
$168 Million 0.02% of portfolio
20,591
Q1 2025 Reduced 9.65%
$40.6B
$235 Million 0.02% of portfolio
1,624
Q1 2025 Reduced 26.68%
$3.32B
$210 Million 0.02% of portfolio
5,146
Q1 2025 New
$0
$215 Million 0.02% of portfolio
14,429
Q1 2025 Reduced 41.1%
$437M
$219 Million 0.02% of portfolio
15,040
Q4 2024 Reduced 33.36%
$26B
$214 Million 0.02% of portfolio
2,983
Q1 2025 Added 0.4%
$106B
$217 Million 0.02% of portfolio
3,563
Q1 2025 Reduced 46.09%
Brookfield Corp
-
$208 Million 0.02% of portfolio
-
Q1 2025 Reduced 46.09%
$52.4B
$212 Million 0.02% of portfolio
11,430
Q1 2025 Reduced 58.32%
$12.2B
$216 Million 0.02% of portfolio
8,088
Q1 2025 Added 2.74%
$37B
$208 Million 0.02% of portfolio
6,836
Q1 2025 Reduced 1.6%
$0
$201 Million 0.02% of portfolio
6,497
Q1 2025 New
$0
$177 Million 0.02% of portfolio
14,264
Q1 2025 Added 37.87%
$0
$210 Million 0.02% of portfolio
4,552
Q1 2025 Reduced 33.28%
$37.5B
$207 Million 0.02% of portfolio
814
Q1 2025 Reduced 51.26%
$0
$151 Million 0.02% of portfolio
10,426
Q1 2025 Added 3.89%
$0
$153 Million 0.02% of portfolio
39,425
Q1 2025 New
$96.6B
$223 Million 0.02% of portfolio
3,709
Q1 2025 Reduced 66.11%
$24.4B
$200 Million 0.02% of portfolio
1,367
Q1 2025 Added 4.83%
Ab Active Etfs Inc
-
$230 Million 0.02% of portfolio
-
Q3 2024 Added 12.15%
$7.17B
$198 Million 0.02% of portfolio
18,763
Q1 2025 Added 39.89%
$27.5B
$240 Million 0.02% of portfolio
2,095
Q1 2025 New
$52.4B
$230 Million 0.02% of portfolio
1,113
Q1 2025 Reduced 7.86%
$8.75B
$200 Million 0.02% of portfolio
573
Q1 2025 Reduced 10.75%
$46.6B
$233 Million 0.02% of portfolio
3,000
Q1 2025 Added 4.24%
$23.8B
$222 Million 0.02% of portfolio
2,176
Q1 2025 New
$3.66B
$214 Million 0.02% of portfolio
10,036
Q1 2025 Reduced 11.05%
$0
$94.5 Million 0.01% of portfolio
15,100
Q2 2024 Reduced 39.84%
$0
$97.4 Million 0.01% of portfolio
12,159
Q1 2025 Added 3.16%
$0
$117 Million 0.01% of portfolio
10,000
Q2 2024 New
$667M
$103 Million 0.01% of portfolio
23,000
Q1 2025 New
$0
$77.1 Million 0.01% of portfolio
13,086
Q1 2025 Reduced 7.81%
$26.7M
$59.9 Million 0.01% of portfolio
47,500
Q4 2024 New
$0
$120 Million 0.01% of portfolio
11,909
Q1 2025 Added 5.74%
$510M
$74.8 Million 0.01% of portfolio
14,690
Q1 2025 New
$4.09B
$120 Million 0.01% of portfolio
22,026
Q1 2025 Added 5.44%
$523M
$52.2 Million 0.01% of portfolio
10,000
Q2 2024 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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