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
$398 Million 0.03% of portfolio
8,312
Q4 2024 Added 3.06%
$0
$323 Million 0.03% of portfolio
4,519
Q2 2025 Reduced 8.09%
$27.3B
$299 Million 0.03% of portfolio
1,803
Q2 2025 Added 3.15%
$10.2B
$391 Million 0.03% of portfolio
22,326
Q2 2025 Added 6.79%
$0
$315 Million 0.03% of portfolio
12,887
Q2 2025 Added 4.0%
$62.6B
$295 Million 0.03% of portfolio
782
Q2 2025 Reduced 3.93%
$0
$331 Million 0.03% of portfolio
11,347
Q2 2025 Added 5.94%
$43.1B
$340 Million 0.03% of portfolio
32,743
Q2 2025 Added 2.93%
$12.7B
$306 Million 0.03% of portfolio
1,545
Q2 2025 Reduced 1.59%
$33.3B
$331 Million 0.03% of portfolio
11,760
Q2 2025 New
$111B
$314 Million 0.03% of portfolio
5,385
Q2 2025 Added 45.19%
$1.4B
$372 Million 0.03% of portfolio
31,809
Q2 2025 Added 76.81%
$110B
$373 Million 0.03% of portfolio
3,982
Q2 2025 New
$60.3B
$323 Million 0.03% of portfolio
1,647
Q2 2025 New
$0
$406 Million 0.03% of portfolio
3,738
Q2 2025 Reduced 0.29%
$0
$357 Million 0.03% of portfolio
43,000
Q1 2025 Added 86.96%
$42.7B
$328 Million 0.03% of portfolio
3,193
Q2 2025 Reduced 1.33%
$106B
$336 Million 0.03% of portfolio
3,661
Q2 2025 Added 12.68%
$53B
$296 Million 0.03% of portfolio
552
Q2 2025 New
$46B
$343 Million 0.03% of portfolio
2,361
Q2 2025 Reduced 1.83%
$7.83B
$326 Million 0.03% of portfolio
12,775
Q1 2024 New
$35.8B
$384 Million 0.03% of portfolio
5,172
Q2 2025 Reduced 44.24%
$37.4B
$352 Million 0.03% of portfolio
1,441
Q2 2025 Added 9.0%
$0
$378 Million 0.03% of portfolio
7,848
Q2 2025 Added 57.31%
$81.9B
$314 Million 0.03% of portfolio
1,688
Q2 2025 Added 8.14%
$0
$316 Million 0.03% of portfolio
7,956
Q2 2025 Added 23.35%
$2.67B
$328 Million 0.03% of portfolio
45,484
Q3 2023 New
$66.9B
$387 Million 0.03% of portfolio
3,664
Q2 2025 Added 2.35%
$0
$383 Million 0.03% of portfolio
13,039
Q1 2025 Added 1.27%
$0
$365 Million 0.03% of portfolio
11,321
Q4 2024 Reduced 0.83%
$69.5B
$304 Million 0.03% of portfolio
404
Q2 2025 New
$0
$361 Million 0.03% of portfolio
7,909
Q2 2025 New
First Tr Exchng Traded Fd Vi
-
$322 Million 0.03% of portfolio
-
Q4 2024 New
$0
$353 Million 0.03% of portfolio
14,457
Q2 2025 Reduced 25.9%
$0
$347 Million 0.03% of portfolio
1,466
Q2 2025 Added 11.31%
First Tr Exchng Traded Fd Vi
-
$314 Million 0.03% of portfolio
-
Q1 2025 New
$0
$293 Million 0.03% of portfolio
1,047
Q1 2025 New
$52.4B
$376 Million 0.03% of portfolio
1,867
Q2 2025 Added 67.74%
$66.9B
$379 Million 0.03% of portfolio
12,214
Q2 2025 Reduced 3.05%
$0
$366 Million 0.03% of portfolio
3,895
Q2 2025 Reduced 9.08%
United Sts Nat Gas Fd LP
-
$308 Million 0.03% of portfolio
-
Q2 2025 Added 41.93%
$0
$371 Million 0.03% of portfolio
8,794
Q2 2024 New
$16.6B
$308 Million 0.03% of portfolio
10,128
Q2 2025 Reduced 0.39%
$7.17B
$380 Million 0.03% of portfolio
33,871
Q2 2025 Added 80.52%
$83.9B
$339 Million 0.03% of portfolio
872
Q2 2025 Added 1.28%
$0
$366 Million 0.03% of portfolio
3,956
Q2 2025 New
$0
$334 Million 0.03% of portfolio
6,273
Q2 2025 Reduced 6.12%
$55.9B
$326 Million 0.03% of portfolio
1,298
Q2 2025 New
$10.2B
$295 Million 0.03% of portfolio
3,234
Q2 2025 Reduced 9.16%

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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