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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$57.6B
$3.66 Billion 0.31% of portfolio
17,903
Q2 2025 Added 2.52%
$295B
$3.49 Billion 0.3% of portfolio
49,389
Q2 2025 Added 6.62%
$173B
$3.34 Billion 0.29% of portfolio
28,976
Q2 2025 Reduced 2.1%
$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%
$88.6B
$3.34 Billion 0.29% of portfolio
6,561
Q2 2025 Reduced 0.05%
$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%
$309B
$3.23 Billion 0.28% of portfolio
22,538
Q2 2025 Added 18.39%
$347B
$3.26 Billion 0.28% of portfolio
28,772
Q2 2025 Added 22.86%
$467B
$3.23 Billion 0.28% of portfolio
21,141
Q2 2025 Reduced 2.4%
$0
$3.18 Billion 0.27% of portfolio
250,700
Q2 2025 Added 0.8%
$0
$3.12 Billion 0.27% of portfolio
24,266
Q2 2025 Added 0.71%
$244B
$3.12 Billion 0.27% of portfolio
11,459
Q2 2025 Reduced 5.53%
$421B
$3.09 Billion 0.27% of portfolio
8,433
Q2 2025 Reduced 3.88%
$1.22T
$3.19 Billion 0.27% of portfolio
14,089
Q2 2025 Added 3.25%
$31.9B
$2.97 Billion 0.26% of portfolio
35,701
Q2 2025 Added 7.51%
$377B
$3.04 Billion 0.26% of portfolio
16,402
Q2 2025 Added 21.84%
$3.5B
$2.97 Billion 0.26% of portfolio
136,335
Q2 2025 Reduced 1.22%
$247B
$3 Billion 0.26% of portfolio
9,409
Q2 2025 Reduced 9.78%
$89.2B
$2.87 Billion 0.25% of portfolio
17,283
Q2 2025 Added 0.62%
$0
$2.96 Billion 0.25% of portfolio
18,000
Q2 2025 Reduced 0.96%
$256B
$2.9 Billion 0.25% of portfolio
4,100
Q2 2025 Added 1.33%
$182B
$2.85 Billion 0.24% of portfolio
30,527
Q2 2025 Added 18.35%
$0
$2.79 Billion 0.24% of portfolio
75,800
Q2 2025 Added 13.39%
$0
$2.64 Billion 0.23% of portfolio
104,051
Q2 2025 Added 2.92%
$138B
$2.65 Billion 0.23% of portfolio
12,652
Q2 2025 Added 48.58%
$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%
$290B
$2.51 Billion 0.22% of portfolio
8,037
Q2 2025 Added 35.92%
$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%
$80.7B
$2.49 Billion 0.21% of portfolio
199,384
Q2 2025 Added 9.85%
$3.39B
$2.49 Billion 0.21% of portfolio
52,107
Q2 2025 Reduced 13.52%
$0
$2.43 Billion 0.21% of portfolio
79,150
Q2 2025 Reduced 1.5%
$299B
$2.5 Billion 0.21% of portfolio
3,121
Q2 2025 Added 38.9%
$182B
$2.38 Billion 0.2% of portfolio
2,315
Q2 2025 Added 23.53%
$0
$2.31 Billion 0.2% of portfolio
17,118
Q2 2025 Reduced 6.63%
$188B
$2.35 Billion 0.2% of portfolio
27,662
Q2 2025 Reduced 0.97%
$920M
$2.3 Billion 0.2% of portfolio
252,175
Q2 2025 Added 166.8%
$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%
$233B
$2.32 Billion 0.2% of portfolio
7,931
Q2 2025 Added 0.92%

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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