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.
Stock Holdings Table
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