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CIK: 0001964958
Total reported value
$2.7B
$2.7B
759 檔
12.7%
At the close of Q4 2025, Insigneo Advisory Services, LLC disclosed equity holdings valued at approximately $2.7B, spread across 759 reported holdings.
Insigneo Advisory Services, LLC executed strategic sector rebalancing during Q4 2025, establishing 38 new positions while fully exiting 24 holdings and trimming 68 positions.
Showing top 200 holdings (of 759 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.42% | -1.38% | -7.67% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.90% | -0.97% | -1.88% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.14% | +0.08% | -25.91% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.42% | +0.04% | -7.86% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.40% | +0.01% | +2.54% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.43% | +0.71% | +1.49% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.43% | +0.60% | -8.55% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.43% | -0.81% | -4.33% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.20% | +0.38% | +4.36% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 2.17% | -0.83% | -12.21% | |
| 11 | TT | Trane Technologies plc | Stock-Industrials | 1.99% | -0.81% | -0.01% | |
| 12 | SLV | Ishares Silver Trust | ETF-Commodities | 1.68% | -1.33% | -14.65% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.38% | -0.18% | -5.44% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.25% | -0.39% | -31.02% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | -0.35% | -6.88% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | -0.36% | -5.05% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.86% | -0.27% | +10.93% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +1.18% | +9.70% | |
| 19 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.82% | -0.27% | -13.53% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | +0.54% | +3.38% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.70% | -0.32% | +40.53% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.59% | +0.28% | +884.55% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | -0.15% | -4.78% | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.57% | -0.24% | -0.31% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.22% | +8.46% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | -0.22% | +2.28% | |
| 27 | SILJ | Amplify Junior Silver Miners | ETF-Commodities | 0.54% | -0.34% | -13.39% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.74% | +8.19% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | -0.18% | +0.68% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | -0.19% | +7.05% | |
| 31 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.47% | -0.31% | +63.34% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.43% | -0.19% | — | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.43% | +1.23% | +1.45% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.42% | -0.15% | -4.29% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.31% | -8.16% | |
| 36 | MU | Micron Technology Inc | Stock-Tech | 0.39% | +1.78% | +0.26% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.18% | -11.03% | |
| 38 | ALLE | Allegion plc | Stock-Industrials | 0.37% | -0.16% | -0.19% | |
| 39 | CBLS | Clough Hedged Equity ETF | ETF-Other | 0.37% | -0.15% | — | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.36% | -0.15% | +1.52% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.36% | +0.07% | +219.53% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.35% | +0.63% | -2.08% | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.35% | -0.10% | -0.29% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.35% | +0.88% | +9.05% | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.34% | -0.13% | +11.17% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.34% | +0.70% | -1.75% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.17% | +5.82% | |
| 48 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.31% | -0.13% | +6.93% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.31% | -0.12% | -6.94% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.30% | -0.39% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | +1.49% | Add |
| 2 | SLV | Ishares Silver Trust | +0.4% | -14.65% | Trim |
| 3 | PSLV | Sprott Physical Silver Trust | +0.3% | +63.34% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | -5.44% | Trim |
| 5 | QUAL | Ishares Msci USA Quality Fac | +0.3% | +219.53% | Add |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.2% | +40.53% | Add |
| 7 | LLY | Eli Lilly & Co | +0.2% | +8.19% | Add |
| 8 | MU | Micron Technology Inc | +0.2% | +0.26% | Add |
| 9 | VCIT | Vanguard Int-term Corporate | +0.2% | +904.51% | Add |
| 10 | EZU | Ishares Msci Eurozone ETF | +0.2% | +241.80% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -1.88% | Trim |
| 12 | MBB | Ishares Mbs ETF | +0.1% | +285.64% | Add |
| 13 | AVGO | Broadcom Inc | +0.1% | +9.70% | Add |
| 14 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +765.23% | Add |
| 15 | AMD | Advanced Micro Devices | +0.1% | +1.45% | Add |
| 16 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +10.93% | Add |
| 17 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | +105.49% | Add |
| 18 | CAIE | Calamos Autocallable Inc ETF | +0.1% | +119.49% | Add |
| 19 | T | At&t Inc | +0.1% | +64.02% | Add |
| 20 | EWU | Ishares Msci United Kingdom | +0.1% | +261.20% | Add |
| 21 | PYPL | Paypal Holdings Inc | +0.1% | +131.75% | Add |
| 22 | BA | Boeing Co/the | +0.1% | +30.47% | Add |
| 23 | EWJ | Ishares Msci Japan ETF | +0.1% | +27.85% | Add |
| 24 | ACWI | Ishares Msci Acwi ETF | +0.1% | +25.20% | Add |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +9.05% | Add |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +3.38% | Add |
| 27 | AAPL | Apple Inc | +0.1% | -7.67% | Trim |
| 28 | SDVY | First Trust Smid Cap Rising | +0.1% | +81.18% | Add |
| 29 | COIN | Coinbase Global Inc -class A | +0.1% | +91.87% | Add |
| 30 | IAU | Ishares Gold Trust | +0.1% | +6.82% | Add |
| 31 | JNJ | Johnson & Johnson | +0.1% | +5.82% | Add |
| 32 | MDY | State Street Spdr S&p Midcap | +0.1% | +70.20% | Add |
| 33 | ISRG | Intuitive Surgical Inc | +0.1% | +16.19% | Add |
| 34 | VXUS | Vanguard Total Intl Stock | +0.1% | +11.17% | Add |
| 35 | VTV | Vanguard Value ETF | +0.1% | +7.05% | Add |
| 36 | XYZ | Block Inc | 0% | +93.66% | Add |
| 37 | MRK | Merck & Co. Inc. | 0% | +17.95% | Add |
| 38 | PREF | Pri Spe Pre Sec Acti-usd Inc | 0% | +30.28% | Add |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +39.77% | Add |
| 40 | IEMG | Ishares Core Msci Emerging | 0% | +69.32% | Add |
| 41 | XLE | Ss Energy Select Sector | 0% | +130.19% | Add |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +49.36% | Add |
| 43 | PHYS | Sprott Physical Gold Trust | 0% | +7.30% | Add |
| 44 | JEPQ | JPM Nasdaq Equity Premium | 0% | +35.48% | Add |
| 45 | CAT | Caterpillar Inc | 0% | +3.70% | Add |
| 46 | IVW | Ishares S&p 500 Growth ETF | 0% | +32.96% | Add |
| 47 | SHOP | Shopify Inc - Class A | 0% | +4.79% | Add |
| 48 | PFXF | Vaneck Pref Sec X-financials | 0% | +49.40% | Add |
| 49 | IWD | Ishares Russell 1000 Value E | 0% | +18.57% | Add |
| 50 | RIO | Rio Tinto Plc-spon Adr | 0% | +77.96% | 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 759 disclosed positions in Q4 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 12.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
CBLS
市值: $5.1M
Top Position Liquidated / Trimmed
FLOT
前期市值: $3.7M
During Q4 2025, Insigneo Advisory Services, LLC's top holdings by market value included AAPL (7.4%)、SPY (5.9%)、NVDA (4.1%). The largest single position, AAPL, represented 7.4% of total portfolio value.
In Q4 2025, Insigneo Advisory Services, LLC made 200 total portfolio adjustments, initiating 38 new buys, adding to 70 positions, trimming 68 holdings, and fully liquidating 24 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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