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
$25B
$453 Million 0.04% of portfolio
2,471
Q2 2025 Added 7.25%
$28.7B
$461 Million 0.04% of portfolio
1,231
Q2 2025 Added 3.19%
$314B
$432 Million 0.04% of portfolio
1,815
Q2 2025 Reduced 5.02%
$87.3B
$491 Million 0.04% of portfolio
1,796
Q2 2025 Reduced 5.97%
Spdr S&P 500 ETF Tr
-
$495 Million 0.04% of portfolio
-
Q2 2025 New
$0
$496 Million 0.04% of portfolio
2,153
Q1 2025 Reduced 2.71%
$32.8B
$425 Million 0.04% of portfolio
3,471
Q2 2025 New
$75.4B
$413 Million 0.04% of portfolio
16,430
Q2 2025 Added 11.01%
$20.3B
$470 Million 0.04% of portfolio
5,819
Q2 2025 Added 8.97%
$97.5B
$520 Million 0.04% of portfolio
11,494
Q2 2025 Added 10.53%
$0
$513 Million 0.04% of portfolio
5,352
Q2 2025 Added 50.46%
Global X Fds
-
$430 Million 0.04% of portfolio
-
Q2 2025 Added 11.75%
$0
$487 Million 0.04% of portfolio
8,113
Q2 2025 Added 24.22%
$0
$435 Million 0.04% of portfolio
1,914
Q2 2025 Added 69.53%
$79.5B
$444 Million 0.04% of portfolio
2,576
Q2 2025 Reduced 38.49%
$0
$417 Million 0.04% of portfolio
9,294
Q2 2025 Reduced 11.27%
$0
$421 Million 0.04% of portfolio
3,689
Q2 2025 Reduced 9.32%
$38.7B
$523 Million 0.04% of portfolio
5,933
Q2 2025 Reduced 0.64%
$0
$427 Million 0.04% of portfolio
10,773
Q2 2025 New
$0
$435 Million 0.04% of portfolio
2,125
Q2 2025 Added 50.71%
$0
$477 Million 0.04% of portfolio
5,036
Q2 2025 Added 57.92%
$16.1B
$424 Million 0.04% of portfolio
1,374
Q2 2025 New
$19.9B
$521 Million 0.04% of portfolio
4,291
Q2 2025 Reduced 1.29%
$70.2B
$451 Million 0.04% of portfolio
7,174
Q2 2025 Reduced 12.48%
$0
$459 Million 0.04% of portfolio
11,824
Q2 2025 New
$101B
$505 Million 0.04% of portfolio
22,533
Q2 2025 Reduced 2.3%
Veralto Corp
-
$488 Million 0.04% of portfolio
-
Q2 2025 Reduced 13.85%
$46.1B
$515 Million 0.04% of portfolio
47,479
Q2 2025 Added 6.73%
$0
$494 Million 0.04% of portfolio
33,166
Q1 2025 Added 42.15%
$0
$446 Million 0.04% of portfolio
3,747
Q2 2025 Added 79.03%
$0
$496 Million 0.04% of portfolio
12,107
Q2 2025 Reduced 56.16%
$127B
$466 Million 0.04% of portfolio
1,957
Q2 2025 Reduced 2.64%
$17.6B
$448 Million 0.04% of portfolio
3,966
Q2 2025 Reduced 0.78%
$0
$521 Million 0.04% of portfolio
10,005
Q2 2025 Added 0.62%
$6.33B
$298 Million 0.03% of portfolio
14,850
Q2 2025 Reduced 28.14%
Super Micro Computer Inc
-
$313 Million 0.03% of portfolio
-
Q2 2025 New
$12.9B
$401 Million 0.03% of portfolio
7,712
Q2 2025 Added 0.42%
$79.9B
$317 Million 0.03% of portfolio
755
Q2 2025 New
Amplify ETF Tr
-
$331 Million 0.03% of portfolio
-
Q1 2025 Reduced 13.41%
$0
$295 Million 0.03% of portfolio
6,820
Q2 2025 Reduced 3.66%
Advisors Inner Circle Fd Ii
-
$364 Million 0.03% of portfolio
-
Q2 2025 Added 12.37%
$0
$395 Million 0.03% of portfolio
6,412
Q2 2025 Added 0.64%
$79B
$384 Million 0.03% of portfolio
1,980
Q2 2025 New
$7.98B
$375 Million 0.03% of portfolio
19,521
Q2 2025 Added 2.72%
$61.4B
$354 Million 0.03% of portfolio
2,742
Q2 2025 Reduced 18.56%
$39.1B
$377 Million 0.03% of portfolio
2,245
Q2 2025 Added 8.4%
$0
$393 Million 0.03% of portfolio
5,516
Q2 2025 New
$0
$332 Million 0.03% of portfolio
2,445
Q2 2025 Reduced 1.49%
$38.3B
$303 Million 0.03% of portfolio
2,256
Q2 2025 Reduced 10.83%

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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