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
Te Connectivity PLC
-
$783 Million 0.08% of portfolio
-
Q1 2025 Added 8.9%
$0
$787 Million 0.08% of portfolio
16,165
Q1 2025 Reduced 0.28%
$69.7B
$778 Million 0.08% of portfolio
5,298
Q1 2025 Added 21.12%
$84.2B
$730 Million 0.08% of portfolio
6,318
Q1 2025 Reduced 16.04%
$0
$732 Million 0.08% of portfolio
9,649
Q3 2024 Added 55.28%
Bny Mellon ETF Trust Ii
-
$744 Million 0.08% of portfolio
-
Q1 2025 New
$81.8B
$808 Million 0.08% of portfolio
1,578
Q1 2025 Added 6.77%
$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
$48.2B
$815 Million 0.08% of portfolio
4,910
Q1 2025 Added 96.87%
$108B
$790 Million 0.08% of portfolio
1,437
Q1 2025 Added 36.47%
$44.6B
$791 Million 0.08% of portfolio
6,625
Q1 2025 Reduced 13.57%
Arista Networks Inc
-
$732 Million 0.08% of portfolio
-
Q1 2025 Added 34.52%
$0
$770 Million 0.08% of portfolio
22,997
Q1 2025 Added 14.51%
$109B
$647 Million 0.07% of portfolio
7,204
Q1 2025 Added 0.24%
$0
$722 Million 0.07% of portfolio
14,203
Q1 2025 Added 8.8%
$4.36B
$684 Million 0.07% of portfolio
8,855
Q1 2025 Added 258.5%
Blackrock Inc
-
$694 Million 0.07% of portfolio
-
Q1 2025 Added 9.4%
$0
$638 Million 0.07% of portfolio
5,978
Q1 2025 Reduced 25.64%
$132B
$633 Million 0.07% of portfolio
9,122
Q1 2025 Reduced 26.19%
$70.7B
$661 Million 0.07% of portfolio
10,407
Q1 2025 Reduced 1.5%
$86.1B
$723 Million 0.07% of portfolio
21,403
Q1 2025 Reduced 1.29%
$0
$657 Million 0.07% of portfolio
3,447
Q1 2025 Added 27.38%
$2.39B
$711 Million 0.07% of portfolio
27,003
Q1 2025 Added 0.32%
-
$669 Million 0.07% of portfolio
-
Q4 2024 Added 28.16%
$73.6B
$660 Million 0.07% of portfolio
1,653
Q1 2025 Added 47.06%
$195B
$644 Million 0.07% of portfolio
3,215
Q1 2025 Added 14.49%
$103B
$658 Million 0.07% of portfolio
10,970
Q1 2025 Added 1.17%
$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%
$46.8B
$726 Million 0.07% of portfolio
17,632
Q1 2025 Added 4.73%
$0
$668 Million 0.07% of portfolio
6,454
Q1 2025 Added 52.79%
$58.5B
$699 Million 0.07% of portfolio
2,644
Q1 2025 Reduced 2.0%
$0
$653 Million 0.07% of portfolio
8,824
Q1 2025 Reduced 6.67%
Ishares Tr
-
$706 Million 0.07% of portfolio
-
Q4 2024 New
$0
$653 Million 0.07% of portfolio
12,607
Q1 2025 Added 14.77%
$293B
$649 Million 0.07% of portfolio
2,417
Q1 2025 Reduced 23.63%
$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%
$131B
$725 Million 0.07% of portfolio
6,468
Q1 2025 Added 0.97%
$49.1B
$553 Million 0.06% of portfolio
13,235
Q1 2025 Reduced 7.66%
$43.8B
$578 Million 0.06% of portfolio
3,951
Q1 2025 Added 10.8%
$92.9B
$590 Million 0.06% of portfolio
8,700
Q1 2025 Added 79.38%
Linde PLC
-
$557 Million 0.06% of portfolio
-
Q1 2025 Added 1.36%
$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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