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
$533 Million 0.05% of portfolio
9,577
Q2 2025 Added 53.43%
Arista Networks Inc
-
$626 Million 0.05% of portfolio
-
Q2 2025 Reduced 35.22%
$253B
$568 Million 0.05% of portfolio
8,131
Q2 2025 Added 0.61%
$0
$606 Million 0.05% of portfolio
3,103
Q2 2025 Reduced 9.98%
-
$557 Million 0.05% of portfolio
-
Q2 2025 Reduced 2.5%
$0
$594 Million 0.05% of portfolio
4,882
Q1 2025 Reduced 1.41%
$39.8B
$541 Million 0.05% of portfolio
740
Q2 2025 Reduced 7.04%
$176B
$544 Million 0.05% of portfolio
1,031
Q2 2025 Reduced 1.06%
$96.7B
$558 Million 0.05% of portfolio
8,083
Q2 2025 Added 86.93%
$392M
$607 Million 0.05% of portfolio
31,336
Q4 2024 Reduced -0.0%
$0
$550 Million 0.05% of portfolio
9,819
Q2 2025 New
$0
$607 Million 0.05% of portfolio
6,370
Q2 2025 Reduced 2.58%
$0
$591 Million 0.05% of portfolio
58,813
Q2 2025 Added 7.21%
$0
$524 Million 0.05% of portfolio
27,648
Q2 2025 Added 45.38%
$46.4B
$558 Million 0.05% of portfolio
6,214
Q2 2025 Added 3.27%
$0
$595 Million 0.05% of portfolio
11,723
Q2 2025 Reduced 9.45%
$0
$619 Million 0.05% of portfolio
16,273
Q4 2024 Added 64.32%
$0
$545 Million 0.05% of portfolio
2,509
Q2 2025 Added 9.95%
Capital Group Dividend Growe
-
$536 Million 0.05% of portfolio
-
Q3 2024 New
$0
$542 Million 0.05% of portfolio
23,800
Q1 2023 Reduced 7.09%
$75.2B
$561 Million 0.05% of portfolio
2,106
Q2 2025 Added 0.96%
$46.5B
$620 Million 0.05% of portfolio
2,584
Q2 2025 Reduced 3.83%
$22.5B
$623 Million 0.05% of portfolio
3,491
Q2 2025 Reduced 0.46%
$0
$537 Million 0.05% of portfolio
51,800
Q2 2025 Added 6.15%
$88.5B
$552 Million 0.05% of portfolio
1,894
Q2 2025 Added 3.27%
$32.3B
$621 Million 0.05% of portfolio
19,058
Q2 2025 Added 16.45%
$65.8B
$540 Million 0.05% of portfolio
12,458
Q2 2025 Added 14.63%
$437M
$590 Million 0.05% of portfolio
53,526
Q2 2025 New
$0
$535 Million 0.05% of portfolio
21,005
Q2 2025 New
$145B
$529 Million 0.05% of portfolio
2,676
Q2 2025 Reduced 5.01%
Ge Healthcare Technologies I
-
$572 Million 0.05% of portfolio
-
Q2 2025 Added 5.38%
$276B
$530 Million 0.05% of portfolio
4,380
Q2 2025 Reduced 2.19%
$92.8B
$513 Million 0.04% of portfolio
1,553
Q2 2025 Added 10.46%
$149B
$483 Million 0.04% of portfolio
1,220
Q2 2025 Added 35.25%
$62.5B
$464 Million 0.04% of portfolio
4,597
Q2 2025 Reduced 8.59%
$58.6B
$434 Million 0.04% of portfolio
1,907
Q2 2025 Reduced 9.49%
$83.8B
$440 Million 0.04% of portfolio
2,360
Q2 2025 Added 2.16%
$36B
$427 Million 0.04% of portfolio
7,414
Q2 2025 Added 0.94%
$107B
$471 Million 0.04% of portfolio
2,942
Q2 2025 Added 40.3%
$104B
$498 Million 0.04% of portfolio
4,738
Q2 2025 Added 4.73%
$0
$435 Million 0.04% of portfolio
4,761
Q2 2025 Added 0.89%
$51.1B
$522 Million 0.04% of portfolio
15,436
Q2 2025 Added 16.63%
$83.5B
$469 Million 0.04% of portfolio
6,960
Q2 2025 Reduced 20.0%
$54.7B
$514 Million 0.04% of portfolio
6,639
Q2 2025 Added 67.91%
$59.2B
$456 Million 0.04% of portfolio
2,087
Q2 2025 Reduced 16.85%
Lam Research Corp
-
$427 Million 0.04% of portfolio
-
Q2 2025 Reduced 29.45%
$43.4B
$446 Million 0.04% of portfolio
10,611
Q2 2025 Added 33.4%
Kenvue Inc
-
$493 Million 0.04% of portfolio
-
Q2 2025 Added 46.68%
$54.5B
$428 Million 0.04% of portfolio
2,482
Q2 2025 Reduced 33.99%

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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