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
$677 Million 0.06% of portfolio
5,978
Q1 2025 Reduced 25.64%
$34.5B
$651 Million 0.06% of portfolio
25,023
Q2 2025 Added 56.25%
$177B
$725 Million 0.06% of portfolio
3,491
Q2 2025 Added 8.52%
$0
$748 Million 0.06% of portfolio
12,579
Q2 2025 Added 36.67%
$2.13B
$711 Million 0.06% of portfolio
21,562
Q2 2025 Reduced 22.98%
$118B
$749 Million 0.06% of portfolio
5,627
Q2 2025 Reduced 10.94%
$0
$732 Million 0.06% of portfolio
9,649
Q3 2024 Added 55.28%
$64.8B
$644 Million 0.06% of portfolio
2,516
Q2 2025 Added 14.36%
$0
$663 Million 0.06% of portfolio
3,627
Q2 2025 Added 142.45%
$3.79B
$707 Million 0.06% of portfolio
10,186
Q2 2025 Added 15.03%
$0
$687 Million 0.06% of portfolio
32,500
Q2 2025 Reduced 2.34%
$2.6B
$734 Million 0.06% of portfolio
8,082
Q2 2025 Added 259.2%
$69.9B
$648 Million 0.06% of portfolio
814
Q2 2025 Added 61.83%
$5.27B
$732 Million 0.06% of portfolio
51,031
Q2 2025 Added 21.67%
$0
$662 Million 0.06% of portfolio
20,693
Q3 2024 New
$105B
$654 Million 0.06% of portfolio
21,848
Q2 2025 Added 2.08%
$3.72B
$674 Million 0.06% of portfolio
9,603
Q2 2025 Added 130.07%
$25B
$647 Million 0.06% of portfolio
12,969
Q2 2025 Reduced 21.25%
$119B
$706 Million 0.06% of portfolio
12,046
Q2 2025 Added 9.81%
$80.9B
$678 Million 0.06% of portfolio
4,778
Q2 2025 Added 12.0%
-
$666 Million 0.06% of portfolio
-
Q4 2024 Added 28.16%
$59B
$717 Million 0.06% of portfolio
13,640
Q2 2025 Added 16.14%
-
$660 Million 0.06% of portfolio
-
Q2 2025 Added 21.35%
$90.5B
$642 Million 0.06% of portfolio
1,313
Q2 2025 Added 39.53%
Fidelity Wise Origin Bitcoin
-
$654 Million 0.06% of portfolio
-
Q2 2025 Added 9.77%
$308B
$642 Million 0.06% of portfolio
2,494
Q2 2025 Reduced 22.43%
First Tr Exchng Traded Fd Vi
-
$637 Million 0.05% of portfolio
-
Q2 2025 Added 6.07%
$4B
$547 Million 0.05% of portfolio
21,129
Q2 2025 Added 84.66%
Linde PLC
-
$557 Million 0.05% of portfolio
-
Q2 2025 Reduced 0.84%
$69.5B
$551 Million 0.05% of portfolio
363
Q2 2025 Added 21.0%
First Tr Exchng Traded Fd Vi
-
$635 Million 0.05% of portfolio
-
Q2 2025 Reduced 6.27%
$0
$525 Million 0.05% of portfolio
4,410
Q2 2025 New
$23.1B
$600 Million 0.05% of portfolio
8,334
Q2 2025 Reduced 15.19%
$38.6B
$541 Million 0.05% of portfolio
7,889
Q2 2025 Added 41.46%
$99.4B
$610 Million 0.05% of portfolio
833
Q2 2025 Added 6.52%
$48.9B
$605 Million 0.05% of portfolio
10,706
Q2 2025 Added 21.12%
$102B
$590 Million 0.05% of portfolio
1,325
Q2 2025 Added 21.9%
$0
$569 Million 0.05% of portfolio
12,750
Q2 2025 New
$165B
$573 Million 0.05% of portfolio
9,366
Q2 2025 Added 2.72%
Bank America Corp
-
$553 Million 0.05% of portfolio
-
Q3 2024 Added 1.79%
$0
$633 Million 0.05% of portfolio
26,701
Q2 2025 New
$0
$543 Million 0.05% of portfolio
21,986
Q2 2025 Reduced 23.83%
$0
$615 Million 0.05% of portfolio
11,652
Q2 2025 Added 7.86%
$41.8B
$572 Million 0.05% of portfolio
7,023
Q2 2025 Reduced 1.61%
$0
$570 Million 0.05% of portfolio
6,270
Q2 2025 Reduced 4.68%
$136B
$618 Million 0.05% of portfolio
3,376
Q2 2025 Added 3.4%
$0
$583 Million 0.05% of portfolio
6,294
Q2 2025 Reduced 8.08%
$77.3B
$549 Million 0.05% of portfolio
1,538
Q2 2025 Reduced 6.96%
$0
$580 Million 0.05% of portfolio
2,039
Q4 2024 Added 82.54%

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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