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CIK: 0001964958
Total reported value
$2.7B
$2.7B
678 檔
10.3%
The Q2 2025 SEC filing reveals that Insigneo Advisory Services, LLC held a total portfolio value of $2.7B, covering 678 public equity positions.
During Q2 2025, Insigneo Advisory Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 678 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.68% | -1.38% | +2.01% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.74% | +0.08% | +25.69% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.29% | -0.97% | +9.12% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.96% | +0.04% | +9.38% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.84% | +0.01% | +6.91% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.74% | -0.81% | +4.15% | |
| 7 | TT | Trane Technologies plc | Stock-Industrials | 2.68% | -0.81% | -0.09% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.57% | +0.38% | +8.86% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 1.98% | -0.83% | +12.70% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.95% | +0.60% | +12.59% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.84% | +0.71% | +11.04% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.35% | -0.39% | +8.36% | |
| 13 | SLV | Ishares Silver Trust | ETF-Commodities | 1.10% | -1.33% | -1.17% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | -0.35% | +8.80% | |
| 15 | MSCI | Msci Inc | Stock-Financials | 1.05% | -0.01% | +3058.51% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 0.94% | +0.28% | +8.62% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.89% | -0.18% | +10.96% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | +0.54% | +5.58% | |
| 19 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.80% | -0.27% | +25.43% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | -0.36% | +13.25% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | -0.15% | +1.29% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.74% | -0.27% | +6.80% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | +1.18% | +1.91% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.60% | -0.22% | +9.05% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.60% | -0.32% | +0.56% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.56% | -0.19% | — | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.54% | -0.12% | +43.31% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.49% | -0.19% | -8.55% | |
| 29 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.49% | -0.06% | +12.92% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.18% | +3.77% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.46% | -0.24% | +10.77% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.45% | -0.39% | EXIT | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.22% | -2.16% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.31% | +4.74% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | -0.18% | +1.06% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.44% | -0.15% | +4.96% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.43% | +0.62% | -4.65% | |
| 38 | BX | Blackstone Inc | Stock-Financials | 0.42% | -0.15% | -1.77% | |
| 39 | ALLE | Allegion plc | Stock-Industrials | 0.41% | -0.16% | +0.48% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.74% | -5.40% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.39% | -0.11% | -0.97% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.39% | -0.02% | EXIT | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.39% | +0.63% | -1.80% | |
| 44 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.36% | -0.10% | +9.49% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | +0.70% | +10.30% | |
| 46 | SILJ | Amplify Junior Silver Miners | ETF-Commodities | 0.35% | -0.34% | -1.22% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.35% | -0.05% | +68.46% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | -0.09% | -4.09% | |
| 49 | YPF | Ypf S.a.-sponsored Adr | Stock-Other | 0.35% | -0.06% | +37.14% | |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.33% | -0.11% | +0.03% |
According to official SEC Form 13F filings, Insigneo Advisory Services, LLC reported a total U.S. public equity portfolio value of $2.7B across 678 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, SPY) accounted for 10.3% of total reported equity market value during Q2 2025.
During Q2 2025, Insigneo Advisory Services, LLC's top holdings by market value included AAPL (6.7%)、NVDA (4.7%)、SPY (4.3%). The largest single position, AAPL, represented 6.7% of total portfolio value.
In Q2 2025, Insigneo Advisory Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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