Insigneo Advisory Services, LLC Portfolio Holdings

Insigneo Advisory Services, LLC

  • $1.42 Trillion
  • Q3 2025

Insigneo Advisory Services, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.42 Trillion distributed in 748 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $105B, Spdr S&P 500 ETF Trust with a value of $81.8B, Nvidia Corp with a value of $77.9B, Microsoft Corp with a value of $49.4B, and Amazon Com Inc with a value of $49.3B.

Examining the 13F form we can see an increase of $260B in the current position value, from $1.16T to 1.42T.

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 $1.42 Trillion
ETFs: $476 Billion
Technology: $329 Billion
Financial Services: $144 Billion
Consumer Cyclical: $110 Billion
Communication Services: $99.7 Billion
Industrials: $72.7 Billion
Healthcare: $37.3 Billion
Energy: $32.2 Billion
Other: $53.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$707 Million 0.05% of portfolio
20,693
Q3 2024 New
$94.5B
$659 Million 0.05% of portfolio
1,932
Q3 2025 Added 2.01%
First Tr Exchng Traded Fd Vi
-
$652 Million 0.05% of portfolio
-
Q3 2025 Reduced 0.5%
$150B
$640 Million 0.04% of portfolio
10,791
Q3 2025 Added 15.21%
$0
$621 Million 0.04% of portfolio
6,164
Q3 2025 Reduced 5.43%
$96.7B
$625 Million 0.04% of portfolio
12,376
Q3 2025 Added 7.67%
Bank America Corp
-
$584 Million 0.04% of portfolio
-
Q3 2024 Added 1.79%
$71.5B
$631 Million 0.04% of portfolio
806
Q3 2025 Reduced 0.98%
$18.2B
$610 Million 0.04% of portfolio
20,128
Q3 2025 Added 98.74%
$68.7B
$632 Million 0.04% of portfolio
7,570
Q3 2025 Added 5.61%
$39.1B
$502 Million 0.04% of portfolio
7,612
Q3 2025 Added 8.39%
$0
$502 Million 0.04% of portfolio
4,200
Q3 2025 Added 12.09%
$0
$599 Million 0.04% of portfolio
2,039
Q4 2024 Added 82.54%
$72.4B
$517 Million 0.04% of portfolio
1,450
Q3 2025 Reduced 5.72%
$0
$575 Million 0.04% of portfolio
11,037
Q3 2025 Added 15.24%
$78.4B
$604 Million 0.04% of portfolio
4,534
Q3 2025 Reduced 5.11%
$0
$550 Million 0.04% of portfolio
2,115
Q3 2025 Reduced 1.76%
$0
$581 Million 0.04% of portfolio
6,207
Q3 2025 Reduced 1.0%
$0
$540 Million 0.04% of portfolio
11,805
Q3 2025 Reduced 2.49%
$0
$504 Million 0.04% of portfolio
4,515
Q3 2025 Added 99.6%
$54.5B
$544 Million 0.04% of portfolio
2,907
Q3 2025 Added 17.12%
$103B
$551 Million 0.04% of portfolio
4,238
Q3 2025 Reduced 24.68%
$0
$577 Million 0.04% of portfolio
13,687
Q3 2025 Added 177.74%
$0
$617 Million 0.04% of portfolio
2,574
Q3 2025 Added 2.59%
Btq Technologies Corp
-
$567 Million 0.04% of portfolio
-
Q3 2025 New
$52.4B
$506 Million 0.04% of portfolio
14,718
Q3 2025 Reduced 4.65%
$159B
$499 Million 0.04% of portfolio
1,025
Q3 2025 Reduced 0.58%
$0
$561 Million 0.04% of portfolio
5,029
Q3 2025 Reduced 48.78%
Capital Group Dividend Growe
-
$561 Million 0.04% of portfolio
-
Q3 2025 Added 1.57%
$0
$535 Million 0.04% of portfolio
23,800
Q1 2023 Reduced 7.09%
$0
$638 Million 0.04% of portfolio
11,658
Q3 2025 Reduced 0.55%
$107B
$600 Million 0.04% of portfolio
791
Q3 2025 Reduced 10.52%
$19.6B
$530 Million 0.04% of portfolio
3,326
Q3 2025 Reduced 4.73%
$0
$581 Million 0.04% of portfolio
29,334
Q3 2025 Added 6.1%
$103B
$538 Million 0.04% of portfolio
7,142
Q3 2025 Reduced 11.64%
$86.1B
$511 Million 0.04% of portfolio
1,476
Q3 2025 Reduced 33.75%
$0
$641 Million 0.04% of portfolio
16,220
Q3 2025 Reduced 0.33%
$59.7B
$500 Million 0.04% of portfolio
1,013
Q3 2025 New
$136B
$521 Million 0.04% of portfolio
1,409
Q3 2025 Added 15.49%
Lam Research Corp
-
$556 Million 0.04% of portfolio
-
Q3 2025 Reduced 5.22%
$5.27B
$568 Million 0.04% of portfolio
44,491
Q3 2025 Reduced 12.82%
Linde PLC
-
$578 Million 0.04% of portfolio
-
Q3 2025 Added 2.53%
$0
$502 Million 0.04% of portfolio
8,312
Q4 2024 Added 3.06%
$0
$640 Million 0.04% of portfolio
24,985
Q3 2025 Added 18.95%
$89.7B
$572 Million 0.04% of portfolio
2,837
Q3 2025 Added 103.95%
$20B
$544 Million 0.04% of portfolio
6,428
Q3 2025 New
$79.1B
$613 Million 0.04% of portfolio
3,431
Q3 2025 Added 16.62%
$160B
$536 Million 0.04% of portfolio
2,704
Q3 2025 Added 1.05%
$43.2B
$621 Million 0.04% of portfolio
674
Q3 2025 Reduced 8.92%

Summary

  • Portfolio
  • No. of Stocks 748
  • Current Value $1.42 Trillion
  • Prior Value $1.16 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 115 stocks
  • Additional Purchases 322 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 215 stocks
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