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
$85.6B
$293 Million 0.03% of portfolio
4,324
Q1 2025 Reduced 27.69%
Aptiv PLC
-
$302 Million 0.03% of portfolio
-
Q1 2025 Reduced 2.69%
$66.6B
$312 Million 0.03% of portfolio
1,177
Q1 2025 New
$0
$265 Million 0.03% of portfolio
4,550
Q1 2025 Reduced 25.53%
$0
$250 Million 0.03% of portfolio
8,877
Q1 2025 Added 8.07%
$63.1B
$276 Million 0.03% of portfolio
5,861
Q1 2025 Added 9.72%
$22.1B
$249 Million 0.03% of portfolio
3,491
Q1 2025 Added 10.23%
$0
$262 Million 0.03% of portfolio
9,210
Q1 2025 New
$0
$261 Million 0.03% of portfolio
6,282
Q1 2025 Reduced 0.08%
$0
$268 Million 0.03% of portfolio
10,711
Q1 2025 New
$24.9B
$252 Million 0.03% of portfolio
442
Q1 2025 Added 32.73%
$0
$299 Million 0.03% of portfolio
6,897
Q1 2025 Added 6.48%
$48.3B
$304 Million 0.03% of portfolio
1,481
Q1 2025 Reduced 55.4%
$24.4B
$299 Million 0.03% of portfolio
1,748
Q1 2025 Added 1.75%
Advisors Inner Circle Fd Ii
-
$333 Million 0.03% of portfolio
-
Q1 2025 New
$25.9B
$251 Million 0.03% of portfolio
2,530
Q1 2025 Added 8.68%
$128B
$250 Million 0.03% of portfolio
4,504
Q1 2025 Reduced 22.92%
$0
$274 Million 0.03% of portfolio
12,391
Q1 2025 Added 17.17%
$12.1B
$309 Million 0.03% of portfolio
1,570
Q1 2025 Reduced 22.16%
$60.2B
$261 Million 0.03% of portfolio
411
Q1 2025 Reduced 2.14%
$48.3B
$327 Million 0.03% of portfolio
31,810
Q1 2025 Added 0.61%
-
$252 Million 0.03% of portfolio
-
Q1 2025 Added 0.7%
$11.2B
$279 Million 0.03% of portfolio
1,595
Q1 2025 Reduced 9.32%
$128B
$336 Million 0.03% of portfolio
902
Q1 2025 New
$56.2B
$327 Million 0.03% of portfolio
3,012
Q1 2025 Added 0.6%
$25.3B
$333 Million 0.03% of portfolio
7,632
Q1 2025 Reduced 0.51%
$1.6B
$254 Million 0.03% of portfolio
8,686
Q1 2025 Added 36.7%
$65.5B
$274 Million 0.03% of portfolio
2,097
Q1 2025 Reduced 15.34%
$12.1B
$292 Million 0.03% of portfolio
3,956
Q1 2025 New
$11.6B
$337 Million 0.03% of portfolio
7,680
Q1 2025 Reduced 2.44%
$14.3B
$269 Million 0.03% of portfolio
10,168
Q1 2025 New
$0
$337 Million 0.03% of portfolio
2,482
Q1 2025 Added 0.49%
$56.2B
$308 Million 0.03% of portfolio
3,832
Q1 2025 Added 3.54%
United Sts Nat Gas Fd LP
-
$307 Million 0.03% of portfolio
-
Q1 2025 Reduced 2.45%
$0
$292 Million 0.03% of portfolio
1,317
Q1 2025 Added 8.66%
$0
$247 Million 0.03% of portfolio
2,093
Q1 2025 Added 5.97%
$0
$277 Million 0.03% of portfolio
7,380
Q1 2025 Reduced 30.26%
$1.55B
$289 Million 0.03% of portfolio
45,484
Q3 2023 New
$5.92B
$283 Million 0.03% of portfolio
12,775
Q1 2024 New
$0
$318 Million 0.03% of portfolio
3,427
Q1 2025 New
Capital Grp Fixed Incm ETF T
-
$254 Million 0.03% of portfolio
-
Q4 2024 New
-
$293 Million 0.03% of portfolio
-
Q4 2024 New
$0
$259 Million 0.03% of portfolio
2,460
Q1 2025 Added 4.68%
$53.6B
$331 Million 0.03% of portfolio
10,613
Q1 2025 Added 6.46%
$0
$271 Million 0.03% of portfolio
1,047
Q1 2025 New
Goldman Sachs ETF Tr
-
$254 Million 0.03% of portfolio
-
Q1 2025 Reduced 33.75%
$105B
$312 Million 0.03% of portfolio
1,278
Q1 2025 Added 6.86%
$42.1B
$243 Million 0.03% of portfolio
3,954
Q1 2025 Added 22.11%
$9.52B
$276 Million 0.03% of portfolio
5,148
Q1 2025 Reduced 3.56%

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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