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
$531 Million 0.04% of portfolio
4,761
Q2 2025 Added 0.89%
-
$587 Million 0.04% of portfolio
-
Q2 2025 Reduced 2.5%
$52.1B
$572 Million 0.04% of portfolio
47,857
Q3 2025 Added 0.8%
$72.9B
$550 Million 0.04% of portfolio
2,121
Q3 2025 Added 0.71%
$18B
$550 Million 0.04% of portfolio
3,967
Q3 2025 Reduced 7.55%
$0
$588 Million 0.04% of portfolio
12,329
Q3 2025 Added 4.27%
$0
$555 Million 0.04% of portfolio
4,410
Q2 2025 New
$0
$524 Million 0.04% of portfolio
9,913
Q4 2024 New
$27.2B
$595 Million 0.04% of portfolio
10,265
Q3 2025 Reduced 20.85%
$0
$560 Million 0.04% of portfolio
9,734
Q3 2025 Reduced 2.71%
$0
$608 Million 0.04% of portfolio
13,754
Q3 2025 Added 0.22%
$9.4B
$526 Million 0.04% of portfolio
8,554
Q3 2025 New
$111B
$506 Million 0.04% of portfolio
1,292
Q3 2025 Reduced 2.49%
$0
$635 Million 0.04% of portfolio
11,977
Q3 2025 Added 2.79%
$12.5B
$505 Million 0.04% of portfolio
1,701
Q3 2025 Added 23.8%
$0
$557 Million 0.04% of portfolio
37,166
Q3 2025 Added 12.06%
$85.9B
$632 Million 0.04% of portfolio
2,861
Q3 2025 Reduced 10.68%
$121B
$478 Million 0.03% of portfolio
619
Q3 2025 Reduced 25.69%
$0
$448 Million 0.03% of portfolio
7,876
Q3 2025 Added 10.6%
$25.7B
$403 Million 0.03% of portfolio
2,414
Q3 2025 Reduced 2.31%
$31.2B
$408 Million 0.03% of portfolio
5,824
Q3 2025 Reduced 2.08%
$37.5B
$436 Million 0.03% of portfolio
7,689
Q3 2025 Added 36.77%
$2.36B
$466 Million 0.03% of portfolio
10,481
Q3 2025 Added 56.11%
Talen Energy Corp
-
$399 Million 0.03% of portfolio
-
Q3 2025 New
$49.5B
$479 Million 0.03% of portfolio
2,828
Q3 2025 Added 3.14%
$76.2B
$442 Million 0.03% of portfolio
7,082
Q3 2025 Added 1.75%
$74.3B
$443 Million 0.03% of portfolio
6,988
Q3 2025 Reduced 2.59%
$57.4B
$488 Million 0.03% of portfolio
12,437
Q3 2025 Reduced 0.17%
$53B
$409 Million 0.03% of portfolio
4,281
Q3 2025 Reduced 6.87%
$0
$381 Million 0.03% of portfolio
9,078
Q3 2025 Added 35.92%
Ge Healthcare Technologies I
-
$470 Million 0.03% of portfolio
-
Q3 2025 Reduced 18.94%
$543M
$383 Million 0.03% of portfolio
135,927
Q1 2025 Added 0.24%
$269B
$407 Million 0.03% of portfolio
1,700
Q3 2025 Reduced 6.34%
$59.6B
$488 Million 0.03% of portfolio
2,274
Q3 2025 Added 38.07%
$0
$416 Million 0.03% of portfolio
1,415
Q3 2025 Added 35.15%
$0
$407 Million 0.03% of portfolio
16,315
Q2 2025 New
Veralto Corp
-
$456 Million 0.03% of portfolio
-
Q3 2025 Reduced 11.44%
$92.7B
$485 Million 0.03% of portfolio
1,864
Q3 2025 Added 3.79%
$18.6B
$461 Million 0.03% of portfolio
3,531
Q3 2025 Reduced 10.97%
Advisors Inner Circle Fd Ii
-
$402 Million 0.03% of portfolio
-
Q3 2025 Added 11.06%
$100B
$366 Million 0.03% of portfolio
6,010
Q3 2025 Added 11.71%
$0
$427 Million 0.03% of portfolio
9,274
Q3 2025 New
$30B
$386 Million 0.03% of portfolio
1,484
Q3 2025 Added 2.98%
$10.2B
$433 Million 0.03% of portfolio
22,625
Q3 2025 Added 1.34%
$46.4B
$441 Million 0.03% of portfolio
1,833
Q3 2025 Reduced 29.06%
$11.9B
$434 Million 0.03% of portfolio
5,673
Q3 2025 Added 47.54%
$2.46B
$367 Million 0.03% of portfolio
19,404
Q3 2025 New
$0
$403 Million 0.03% of portfolio
5,193
Q3 2025 Added 14.91%
$55.6B
$487 Million 0.03% of portfolio
3,329
Q3 2025 Reduced 35.26%

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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