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CIK: 0001964958
Total reported value
$2.7B
$2.7B
748 檔
13.6%
In Q3 2025, Insigneo Advisory Services, LLC's U.S. equity holdings reached a combined market value of $2.7B, distributed across 748 disclosed stock positions.
In Q3 2025, Insigneo Advisory Services, LLC displayed an active expansion posture, initiating 53 new positions and adding to 118 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 748 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.37% | -1.38% | +8.82% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.75% | -0.97% | +51.93% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.47% | +0.08% | +19.56% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | +0.01% | +6.32% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.46% | +0.04% | +6.81% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.54% | +0.60% | +46.73% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.48% | -0.81% | +7.09% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.30% | +0.38% | +10.01% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.17% | -0.83% | +15.13% | |
| 10 | TT | Trane Technologies plc | Stock-Industrials | 2.11% | -0.81% | -0.03% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.82% | +0.71% | -12.16% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.76% | -0.39% | +13.63% | |
| 13 | SLV | Ishares Silver Trust | ETF-Commodities | 1.27% | -1.33% | +9.23% | |
| 14 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.21% | -0.27% | +75.30% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | -0.18% | +10.53% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | -0.35% | +14.87% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | -0.36% | +35.96% | |
| 18 | MSCI | Msci Inc | Stock-Financials | 0.84% | -0.01% | -0.13% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.76% | +0.28% | +9.80% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.75% | -0.27% | +19.18% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | +0.54% | -0.67% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +1.18% | +11.66% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | -0.15% | -2.26% | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.58% | -0.24% | +14.58% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.22% | +55.49% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | -0.22% | +5.12% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.51% | +0.63% | +24.69% | |
| 28 | SILJ | Amplify Junior Silver Miners | ETF-Commodities | 0.51% | -0.34% | +13.28% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | -0.32% | -1.76% | |
| 30 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.48% | -0.06% | +35.66% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | -0.18% | +22.39% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.43% | -0.19% | +0.35% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | -0.19% | -11.11% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.41% | -0.15% | +10.15% | |
| 35 | ALLE | Allegion plc | Stock-Industrials | 0.41% | -0.16% | +0.06% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.31% | +4.59% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.18% | +0.39% | |
| 38 | YPF | Ypf S.a.-sponsored Adr | Stock-Other | 0.39% | -0.06% | +79.57% | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.39% | -0.15% | -0.40% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | -0.09% | +19.29% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.34% | -0.11% | +2.55% | |
| 42 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.33% | -0.10% | +2.21% | |
| 43 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.33% | -0.07% | -8.62% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.33% | -0.12% | -26.10% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.33% | +0.74% | +3.66% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.33% | -0.05% | +13.46% | |
| 47 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.32% | -0.08% | +48.47% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.32% | -0.04% | +8.30% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.32% | -0.39% | EXIT | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.32% | +0.62% | -3.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.4% | +19.56% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.5% | +51.93% | Add |
| 3 | MSCI | Msci Inc | +0.8% | -0.13% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +46.73% | Add |
| 5 | IBIT | Ishares Bitcoin Trust ETF | +0.6% | +75.30% | Add |
| 6 | TSLA | Tesla Inc | +0.5% | +13.63% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.3% | +14.58% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | +10.53% | Add |
| 9 | AVGO | Broadcom Inc | +0.2% | +11.66% | Add |
| 10 | MSFT | Microsoft CORP | +0.2% | +6.32% | Add |
| 11 | ORCL | Oracle CORP | +0.2% | +24.69% | Add |
| 12 | GLD | Spdr Gold Shares | +0.2% | +15.13% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.2% | +35.96% | Add |
| 14 | ETHA | Ishares Ethereum Trust ETF | +0.2% | +48.47% | Add |
| 15 | FLOT | Ishares Floating Rate Bond E | +0.2% | -19.17% | Add |
| 16 | SILJ | Amplify Junior Silver Miners | +0.2% | +13.28% | Add |
| 17 | IWF | Ishares Russell 1000 Growth | +0.1% | +97.45% | Add |
| 18 | COIN | Coinbase Global Inc -class A | +0.1% | +39.31% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +10.01% | Add |
| 20 | MELI | Mercadolibre Inc | +0.1% | +35.66% | Add |
| 21 | ASML | ASML Holding N.V. | +0.1% | +10.83% | Add |
| 22 | EWZ | Ishares Msci Brazil ETF | +0.1% | +39.38% | Add |
| 23 | APP | Applovin Corp-class A | +0.1% | -1.66% | Add |
| 24 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +118.14% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | -12.16% | Trim |
| 26 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +13.46% | Add |
| 27 | AMD | Advanced Micro Devices | +0.1% | +23.38% | Add |
| 28 | MU | Micron Technology Inc | +0.1% | +13.86% | Add |
| 29 | GDXJ | Vaneck Junior Gold Miners | +0.1% | +10.39% | Add |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +3.81% | Add |
| 31 | UBER | Uber Technologies Inc | +0.1% | +21.02% | Add |
| 32 | BA | Boeing Co/the | +0.1% | +8.61% | Add |
| 33 | GEV | GE Vernova Inc | +0.1% | +69.55% | Add |
| 34 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +39.58% | Add |
| 35 | NU | Nu Holdings Ltd. | +0.1% | +61.95% | Add |
| 36 | ETHE | Grayscale Ethereum Staking E | +0.1% | +172.23% | Add |
| 37 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +17.32% | Add |
| 38 | YPF | Ypf S.a.-sponsored Adr | +0.1% | +79.57% | Add |
| 39 | GS | Goldman Sachs Group Inc | +0.1% | +22.12% | Add |
| 40 | FAS | Dirx Dly Finacial B3x Etf-ui | +0.1% | — | Add |
| 41 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | +38.33% | Add |
| 42 | NFLX | Netflix Inc | 0% | +9.80% | Add |
| 43 | CMG | Chipotle Mexican Grill Inc | 0% | +80.09% | Add |
| 44 | VEA | Vanguard Ftse Developed ETF | 0% | +73.75% | Add |
| 45 | DASH | Doordash Inc - A | 0% | +3.39% | Add |
| 46 | ✓ | Adeco Agro | 0% | — | Add |
| 47 | NVO | Novo-nordisk A/s-spons Adr | 0% | +5.68% | Add |
| 48 | JMIA | Jumia Technologies Ag-adr | 0% | -5.68% | Trim |
| 49 | QQQM | Invesco Nasdaq 100 ETF | 0% | +38.82% | Add |
| 50 | SMH | Vaneck Semiconductor ETF | 0% | +1.00% | Add |
According to official SEC Form 13F filings, Insigneo Advisory Services, LLC reported a total U.S. public equity portfolio value of $2.7B across 748 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, NVDA) accounted for 13.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
HOOD
市值: $2.3M
Top Position Liquidated / Trimmed
FISV
前期市值: $924.8K
During Q3 2025, Insigneo Advisory Services, LLC's top holdings by market value included AAPL (7.4%)、SPY (5.8%)、NVDA (5.5%). The largest single position, AAPL, represented 7.4% of total portfolio value.
In Q3 2025, Insigneo Advisory Services, LLC made 200 total portfolio adjustments, initiating 53 new buys, adding to 118 positions, trimming 23 holdings, and fully liquidating 6 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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