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
$1.93B
$311 Million 0.02% of portfolio
9,303
Q3 2025 Added 7.69%
$76.5B
$341 Million 0.02% of portfolio
2,022
Q3 2025 New
$89.3B
$305 Million 0.02% of portfolio
2,801
Q3 2025 Added 1.6%
$5.51B
$317 Million 0.02% of portfolio
16,350
Q3 2025 Added 10.1%
$0
$257 Million 0.02% of portfolio
17,369
Q3 2025 Added 13.01%
$0
$306 Million 0.02% of portfolio
23,580
Q3 2025 Added 30.64%
$72.3B
$222 Million 0.02% of portfolio
1,986
Q3 2025 Reduced 16.41%
$0
$338 Million 0.02% of portfolio
9,210
Q1 2025 New
$72.7B
$329 Million 0.02% of portfolio
250
Q3 2025 Reduced 31.13%
$191B
$254 Million 0.02% of portfolio
47
Q3 2025 Added 2.17%
$98.6B
$347 Million 0.02% of portfolio
3,660
Q3 2025 Reduced 0.03%
United Sts Nat Gas Fd LP
-
$274 Million 0.02% of portfolio
-
Q3 2025 Added 3.86%
$7.95B
$329 Million 0.02% of portfolio
12,775
Q1 2024 New
$0
$225 Million 0.02% of portfolio
4,801
Q3 2025 New
$11.1B
$278 Million 0.02% of portfolio
3,746
Q3 2025 Added 0.11%
$67.6B
$324 Million 0.02% of portfolio
6,709
Q3 2025 Added 11.46%
$0
$218 Million 0.02% of portfolio
2,501
Q3 2025 New
$0
$216 Million 0.02% of portfolio
3,803
Q3 2025 Reduced 27.44%
$28.9B
$288 Million 0.02% of portfolio
3,201
Q3 2025 Reduced 6.49%
Brookfield Corp
-
$272 Million 0.02% of portfolio
-
Q2 2025 Reduced 0.25%
$22.2B
$268 Million 0.02% of portfolio
10,127
Q3 2025 New
$15.6B
$249 Million 0.02% of portfolio
5,798
Q3 2025 New
$39.2B
$216 Million 0.02% of portfolio
63,981
Q3 2025 Added 90.19%
$21.7B
$230 Million 0.02% of portfolio
2,296
Q3 2025 Reduced 6.44%
$24.8B
$225 Million 0.02% of portfolio
1,163
Q3 2025 New
$53.1B
$316 Million 0.02% of portfolio
995
Q3 2025 Added 13.97%
$31.1B
$296 Million 0.02% of portfolio
3,064
Q3 2025 New
$0
$247 Million 0.02% of portfolio
1,144
Q3 2025 Reduced 46.16%
$0
$250 Million 0.02% of portfolio
2,973
Q3 2025 New
$53.8B
$340 Million 0.02% of portfolio
2,167
Q3 2025 Reduced 3.47%
$0
$304 Million 0.02% of portfolio
6,840
Q2 2025 Added 0.59%
$0
$215 Million 0.02% of portfolio
4,625
Q3 2025 Reduced 2.98%
$0
$270 Million 0.02% of portfolio
3,273
Q3 2025 New
$45.5B
$224 Million 0.02% of portfolio
1,297
Q3 2025 Added 0.7%
$37.2B
$257 Million 0.02% of portfolio
408
Q3 2025 Added 3.55%
First Tr Exchng Traded Fd Vi
-
$215 Million 0.02% of portfolio
-
Q2 2025 New
$0
$262 Million 0.02% of portfolio
1,577
Q2 2025 New
$0
$241 Million 0.02% of portfolio
860
Q2 2025 Reduced 6.32%
$29.6B
$350 Million 0.02% of portfolio
1,054
Q3 2025 Reduced 14.38%
$0
$329 Million 0.02% of portfolio
6,678
Q4 2024 Added 66.95%
$0
$353 Million 0.02% of portfolio
7,374
Q3 2025 Reduced 6.76%
First Tr Exchng Traded Fd Vi
-
$298 Million 0.02% of portfolio
-
Q3 2025 Reduced 8.7%
$53.8B
$311 Million 0.02% of portfolio
2,184
Q3 2025 Reduced 3.19%
$62.7B
$334 Million 0.02% of portfolio
4,059
Q3 2025 Added 0.79%
$0
$249 Million 0.02% of portfolio
5,350
Q4 2024 Added 5.94%
$19.8B
$222 Million 0.02% of portfolio
1,379
Q3 2025 New
$0
$230 Million 0.02% of portfolio
4,466
Q3 2025 Reduced 6.33%
$14.9B
$325 Million 0.02% of portfolio
1,540
Q2 2025 New
$63.4B
$339 Million 0.02% of portfolio
741
Q3 2025 Reduced 1.85%

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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