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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.4 Billion 4.28% of portfolio
74,093
Q1 2025 Added 3.13%
$105B
$19.3 Billion 1.99% of portfolio
67,106
Q1 2025 Added 7.71%
$0
$17.1 Billion 1.77% of portfolio
36,485
Q1 2025 Added 15.54%
$15.8B
$12.2 Billion 1.26% of portfolio
394,540
Q1 2025 Reduced 0.66%
$0
$10.2 Billion 1.05% of portfolio
19,783
Q1 2025 Added 12.12%
$0
$7.69 Billion 0.79% of portfolio
44,398
Q1 2025 Added 18.44%
$0
$7.24 Billion 0.75% of portfolio
12,885
Q1 2025 Added 10.5%
$0
$6.96 Billion 0.72% of portfolio
70,363
Q1 2025 Reduced 2.61%
$0
$6.12 Billion 0.63% of portfolio
35,439
Q1 2025 Added 4.16%
$0
$4.9 Billion 0.51% of portfolio
175,114
Q1 2025 Added 12.97%
$0
$4.63 Billion 0.48% of portfolio
16,833
Q1 2025 Reduced 0.33%
$0
$4.62 Billion 0.48% of portfolio
11,004
Q1 2025 Reduced 2.7%
$0
$4.44 Billion 0.46% of portfolio
77,684
Q1 2025 Added 39.75%
$0
$3.9 Billion 0.4% of portfolio
19,573
Q1 2025 Reduced 12.15%
$0
$3.92 Billion 0.4% of portfolio
78,645
Q1 2025 Added 3.06%
$0
$3.84 Billion 0.4% of portfolio
34,786
Q1 2025 Reduced 3.77%
$0
$3.5 Billion 0.36% of portfolio
68,940
Q1 2025 Added 41.98%
$0
$3.26 Billion 0.34% of portfolio
10,542
Q1 2025 Added 110.25%
$0
$3.16 Billion 0.33% of portfolio
50,851
Q1 2025 Added 8.8%
$3.36B
$3.11 Billion 0.32% of portfolio
138,019
Q1 2025 Added 2.4%
$0
$3.02 Billion 0.31% of portfolio
5,572
Q1 2025 Reduced 0.05%
$0
$3.03 Billion 0.31% of portfolio
71,149
Q1 2025 Added 22.17%
$0
$2.94 Billion 0.3% of portfolio
26,452
Q1 2025 Added 1.88%
$0
$2.92 Billion 0.3% of portfolio
18,174
Q4 2024 Added 0.26%
$0
$2.94 Billion 0.3% of portfolio
14,253
Q1 2025 Added 49.89%
$0
$2.79 Billion 0.29% of portfolio
24,096
Q1 2025 Added 1.63%
$0
$2.68 Billion 0.28% of portfolio
18,334
Q1 2025 Reduced 7.91%
$0
$2.47 Billion 0.26% of portfolio
35,249
Q1 2025 Added 6.25%
$0
$2.48 Billion 0.26% of portfolio
27,273
Q1 2025 Added 14.96%
$0
$2.42 Billion 0.25% of portfolio
25,861
Q1 2025 Reduced 44.71%
$0
$2.47 Billion 0.25% of portfolio
80,352
Q1 2025 Added 7.93%
$0
$2.4 Billion 0.25% of portfolio
66,849
Q1 2025 Added 6.92%
$52.9B
$2.31 Billion 0.24% of portfolio
39,211
Q1 2025 Added 37.84%
$0
$2.33 Billion 0.24% of portfolio
33,941
Q1 2025 Reduced 8.4%
$0
$2.36 Billion 0.24% of portfolio
41,180
Q1 2025 Added 2.29%
$0
$2.24 Billion 0.23% of portfolio
36,866
Q1 2025 Reduced 2.22%
$0
$2.2 Billion 0.23% of portfolio
50,449
Q1 2025 Reduced 6.03%
$0
$2.14 Billion 0.22% of portfolio
27,135
Q1 2025 Added 23.27%
$0
$2.01 Billion 0.21% of portfolio
48,821
Q1 2025 Added 29.13%
$0
$1.99 Billion 0.21% of portfolio
33,036
Q1 2025 Reduced 1.48%
$0
$2.02 Billion 0.21% of portfolio
24,477
Q1 2025 Added 481.82%
$0
$2.04 Billion 0.21% of portfolio
18,733
Q1 2025 Reduced 28.5%
$0
$1.94 Billion 0.2% of portfolio
32,985
Q1 2025 Added 2.9%
$0
$1.82 Billion 0.19% of portfolio
15,640
Q1 2025 Added 11.29%
$0
$1.81 Billion 0.19% of portfolio
8,539
Q1 2025 Reduced 10.61%
$0
$1.84 Billion 0.19% of portfolio
30,676
Q1 2025 Reduced 22.09%
$0
$1.74 Billion 0.18% of portfolio
68,017
Q1 2025 Added 160.03%
$0
$1.79 Billion 0.18% of portfolio
4,820
Q1 2025 Reduced 25.47%
$0
$1.67 Billion 0.17% of portfolio
40,275
Q1 2025 Reduced 5.26%

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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