Insigneo Advisory Services, LLC Top Holdings and 13F Report (2025)

About Insigneo Advisory Services, LLC

Investment Activity

Insigneo Advisory Services, LLC has $968.32 million in total holdings as of December 31, 2024.
Insigneo Advisory Services, LLC owns shares of 626 different stocks, but just 144 companies or ETFs make up 80% of its holdings.
Approximately 7.06% of the portfolio was purchased this quarter.
About 11.13% of the portfolio was sold this quarter.
This quarter, Insigneo Advisory Services, LLC has purchased 636 new stocks and bought additional shares in 190 stocks.
Insigneo Advisory Services, LLC sold shares of 299 stocks and completely divested from 88 stocks this quarter.

Largest Holdings

Apple: $94,649,780
SPDR S&P 500 ETF Trust: $42,106,895
Amazon.com: $42,062,178
NVIDIA: $38,555,275
Microsoft: $34,270,635

Largest New Holdings this Quarter

FT Vest U.S. Equity Buffer ETF - October: $1,812,287 Holding
SPDR Portfolio S&P 500 ETF: $1,526,310 Holding
ISHARES TR: $781,270 Holding
ARISTA NETWORKS INC: $776,142 Holding
FIRST TR EXCHNG TRADED FD VI: $714,585 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 7,958 shares (about $4.66M)
Schwab US Dividend Equity ETF: 114,822 shares (about $3.14M)
ISHARES BITCOIN TRUST ETF: 58,873 shares (about $3.12M)
iShares Core S&P 500 ETF: 4,311 shares (about $2.54M)
Invesco S&P 500 Equal Weight ETF: 10,975 shares (about $1.92M)

Largest Sales this Quarter

Apple: 17,932 shares (about $4.49M)
Technology Select Sector SPDR Fund: 11,205 shares (about $2.61M)
Vanguard S&P 500 ETF: 4,688 shares (about $2.53M)
JPMorgan Nasdaq Equity Premium Income ETF: 40,050 shares (about $2.26M)
Amazon.com: 8,946 shares (about $1.96M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$94,649,780	$4,490,533 ▼	-4.5%	377,964	9.8%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$42,106,895	$4,664,022 ▲	12.5%	71,845	4.3%	Finance
AMZN Amazon.com	$42,062,178	$1,962,666 ▼	-4.5%	191,723	4.3%	Retail/Wholesale
NVDA NVIDIA	$38,555,275	$606,050 ▼	-1.5%	287,105	4.0%	Computer and Technology
MSFT Microsoft	$34,270,635	$1,771,151 ▼	-4.9%	81,306	3.5%	Computer and Technology
TT Trane Technologies	$26,309,221	$8,495 ▼	0.0%	71,231	2.7%	Construction
BRK.B Berkshire Hathaway	$25,817,922	$779,642 ▲	3.1%	56,958	2.7%	Finance
META Meta Platforms	$20,458,002	$1,776,462 ▼	-8.0%	34,940	2.1%	Computer and Technology
GOOGL Alphabet	$19,263,188	$1,029,982 ▲	5.6%	101,760	2.0%	Computer and Technology
QQQ Invesco QQQ	$16,143,136	$1,242,291 ▲	8.3%	31,577	1.7%	Finance
GLD SPDR Gold Shares	$15,084,941	$719,852 ▼	-4.6%	62,301	1.6%	Finance
TSLA Tesla	$14,775,900	$1,857,235 ▼	-11.2%	36,589	1.5%	Auto/Tires/Trucks
SLV iShares Silver Trust	$10,457,223	$1,311,708 ▲	14.3%	397,160	1.1%	ETF
GOOG Alphabet	$10,220,141	$1,372,119 ▼	-11.8%	53,666	1.1%	Computer and Technology
VOO Vanguard S&P 500 ETF	$9,507,469	$2,525,986 ▼	-21.0%	17,645	1.0%	ETF
JPM JPMorgan Chase & Co.	$7,763,448	$186,733 ▼	-2.3%	32,387	0.8%	Finance
V Visa	$7,683,896	$253,149 ▼	-3.2%	24,313	0.8%	Business Services
AGG iShares Core U.S. Aggregate Bond ETF	$7,000,741	$449,229 ▼	-6.0%	72,247	0.7%	Finance
IVV iShares Core S&P 500 ETF	$6,864,586	$2,537,795 ▲	58.7%	11,661	0.7%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$6,568,452	$1,923,136 ▲	41.4%	37,485	0.7%	ETF
BX Blackstone	$6,459,296	$473,287 ▲	7.9%	37,463	0.7%	Finance
ISHARES BITCOIN TRUST ETF	$6,233,852	$3,123,212 ▲	100.4%	117,509	0.6%	SHS BEN INT
NFLX Netflix	$6,151,676	$414,449 ▼	-6.3%	6,902	0.6%	Consumer Discretionary
VTV Vanguard Value ETF	$5,759,872	$430,018 ▲	8.1%	34,022	0.6%	ETF
MA Mastercard	$5,589,638	$966,799 ▼	-14.7%	10,615	0.6%	Business Services
HON Honeywell International	$5,481,313	$191,106 ▼	-3.4%	24,265	0.6%	Multi-Sector Conglomerates
IWM iShares Russell 2000 ETF	$4,922,978	$1,134,627 ▲	30.0%	22,280	0.5%	Finance
VTI Vanguard Total Stock Market ETF	$4,894,283	$108,388 ▼	-2.2%	16,888	0.5%	ETF
DIS Walt Disney	$4,847,919	$79,615 ▼	-1.6%	43,538	0.5%	Consumer Discretionary
DIA SPDR Dow Jones Industrial Average ETF Trust	$4,812,179	$305,096 ▲	6.8%	11,309	0.5%	Finance
AVGO Broadcom	$4,726,237	$307,648 ▼	-6.1%	20,386	0.5%	Computer and Technology
COST Costco Wholesale	$4,513,164	$88,871 ▼	-1.9%	4,926	0.5%	Retail/Wholesale
ALLE Allegion	$4,260,299	$8,233 ▼	-0.2%	32,601	0.4%	Industrial Products
LLY Eli Lilly and Company	$4,242,782	$829,103 ▼	-16.3%	5,496	0.4%	Medical
SCHD Schwab US Dividend Equity ETF	$4,234,751	$3,136,927 ▲	285.7%	155,006	0.4%	ETF
XOM Exxon Mobil	$4,233,417	$812,046 ▼	-16.1%	39,355	0.4%	Oils/Energy
WMT Walmart	$4,226,456	$345,587 ▼	-7.6%	46,779	0.4%	Retail/Wholesale
BRK.A Berkshire Hathaway	$4,085,520		0.0%	6	0.4%	Finance
XLE Energy Select Sector SPDR Fund	$4,006,320	$149,134 ▼	-3.6%	46,770	0.4%	ETF
SHV iShares Short Treasury Bond ETF	$3,980,477	$137,968 ▲	3.6%	36,150	0.4%	ETF
BAC Bank of America	$3,847,889	$1,105,248 ▼	-22.3%	87,552	0.4%	Finance
XLF Financial Select Sector SPDR Fund	$3,688,141	$871,047 ▲	30.9%	76,312	0.4%	ETF
VGT Vanguard Information Technology ETF	$3,466,535	$100,732 ▲	3.0%	5,575	0.4%	ETF
PCN PIMCO Corporate & Income Strategy Fund	$3,334,870		0.0%	248,500	0.3%	Financial Services
HD Home Depot	$3,273,520	$830,537 ▼	-20.2%	8,415	0.3%	Retail/Wholesale
ANGL VanEck Fallen Angel High Yield Bond ETF	$3,258,954	$287,274 ▲	9.7%	113,671	0.3%	Manufacturing
UNH UnitedHealth Group	$3,246,060	$1,699,667 ▼	-34.4%	6,417	0.3%	Medical
JEPI JPMorgan Equity Premium Income ETF	$3,198,042	$1,472,599 ▼	-31.5%	55,589	0.3%	ETF
CRM Salesforce	$3,102,091	$228,336 ▼	-6.9%	9,279	0.3%	Computer and Technology
PANW Palo Alto Networks	$3,097,478	$1,638,899 ▲	112.4%	17,023	0.3%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$3,074,787	$1,373,353 ▲	80.7%	40,656	0.3%	CL A
AXP American Express	$3,016,904	$522,059 ▼	-14.8%	10,165	0.3%	Finance
IR Ingersoll Rand	$3,002,367	$213,305 ▼	-6.6%	33,190	0.3%	Industrial Products
MELI MercadoLibre	$2,991,924	$28,899 ▲	1.0%	1,760	0.3%	Retail/Wholesale
JNJ Johnson & Johnson	$2,952,751	$386,575 ▼	-11.6%	20,417	0.3%	Medical
SHOP Shopify	$2,940,781	$419,899 ▼	-12.5%	27,657	0.3%	Computer and Technology
VOE Vanguard Mid-Cap Value ETF	$2,940,008	$7,603 ▲	0.3%	18,174	0.3%	ETF
CVX Chevron	$2,918,423	$283,890 ▲	10.8%	20,149	0.3%	Oils/Energy
DBC Invesco DB Commodity Index Tracking Fund	$2,881,575	$34,037 ▼	-1.2%	134,779	0.3%	Finance
TSM Taiwan Semiconductor Manufacturing	$2,858,287	$95,981 ▲	3.5%	14,473	0.3%	Computer and Technology
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$2,799,263	$145,941 ▲	5.5%	26,201	0.3%	Finance
AMD Advanced Micro Devices	$2,793,752	$358,988 ▼	-11.4%	23,129	0.3%	Computer and Technology
VT Vanguard Total World Stock ETF	$2,785,451		0.0%	23,710	0.3%	ETF
TIP iShares TIPS Bond ETF	$2,766,607	$338,301 ▼	-10.9%	25,965	0.3%	ETF
VXUS Vanguard Total International Stock ETF	$2,754,350	$487,414 ▲	21.5%	46,739	0.3%	ETF
XLV Health Care Select Sector SPDR Fund	$2,738,878	$752,782 ▲	37.9%	19,909	0.3%	ETF
KO Coca-Cola	$2,732,909	$258,691 ▼	-8.6%	43,895	0.3%	Consumer Staples
AMPLIFY ETF TR	$2,716,500	$370,240 ▲	15.8%	273,565	0.3%	AMPLIFY JUNIOR S
VUG Vanguard Growth ETF	$2,654,419	$36,531 ▲	1.4%	6,467	0.3%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$2,647,977	$54,110 ▲	2.1%	4,649	0.3%	ETF
ORCL Oracle	$2,557,551	$115,980 ▲	4.8%	15,348	0.3%	Computer and Technology
MPC Marathon Petroleum	$2,541,830	$40,037 ▼	-1.6%	18,221	0.3%	Oils/Energy
EWJ iShares MSCI Japan ETF	$2,486,391	$187,142 ▼	-7.0%	37,055	0.3%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$2,481,470	$371,302 ▲	17.6%	58,237	0.3%	ETF
JAAA Janus Henderson AAA CLO ETF	$2,462,294	$209,434 ▲	9.3%	48,556	0.3%	ETF
ISHARES ETHEREUM TR	$2,428,624	$254,696 ▲	11.7%	96,031	0.3%	SHS
PBR Petróleo Brasileiro S.A. - Petrobras	$2,385,697	$446,229 ▲	23.0%	185,513	0.2%	Oils/Energy
ABBV AbbVie	$2,383,378	$1,220,833 ▼	-33.9%	13,412	0.2%	Medical
PG Procter & Gamble	$2,372,216	$903,119 ▼	-27.6%	14,150	0.2%	Consumer Staples
FTSM First Trust Enhanced Short Maturity ETF	$2,353,504	$478,160 ▲	25.5%	39,376	0.2%	Manufacturing
PFF iShares Preferred and Income Securities ETF	$2,340,632	$105,323 ▲	4.7%	74,448	0.2%	ETF
SMH VanEck Semiconductor ETF	$2,313,137	$553,584 ▼	-19.3%	9,552	0.2%	Manufacturing
EEM iShares MSCI Emerging Markets ETF	$2,245,126	$1,867,614 ▼	-45.4%	53,685	0.2%	Finance
XLK Technology Select Sector SPDR Fund	$2,210,963	$2,605,304 ▼	-54.1%	9,509	0.2%	ETF
MCD McDonald's	$2,191,414	$647,074 ▼	-22.8%	7,559	0.2%	Retail/Wholesale
VEU Vanguard FTSE All-World ex-US ETF	$2,164,504	$121,995 ▼	-5.3%	37,703	0.2%	ETF
VGK Vanguard FTSE Europe ETF	$2,105,734	$303,829 ▼	-12.6%	33,177	0.2%	ETF
NOW ServiceNow	$2,089,728	$473,926 ▼	-18.5%	1,971	0.2%	Computer and Technology
TLT iShares 20+ Year Treasury Bond ETF	$2,071,817	$278,233 ▼	-11.8%	23,724	0.2%	ETF
CRWD CrowdStrike	$2,016,119	$156,034 ▲	8.4%	5,892	0.2%	Computer and Technology
GS The Goldman Sachs Group	$1,995,994	$217,006 ▲	12.2%	3,486	0.2%	Finance
MRK Merck & Co., Inc.	$1,972,196	$196,971 ▼	-9.1%	19,825	0.2%	Medical
LMT Lockheed Martin	$1,908,782	$35,960 ▲	1.9%	3,928	0.2%	Aerospace
C Citigroup	$1,908,222	$520,751 ▼	-21.4%	27,109	0.2%	Finance
FXI iShares China Large-Cap ETF	$1,903,231	$165,624 ▲	9.5%	62,524	0.2%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$1,865,045	$160,695 ▲	9.4%	32,056	0.2%	ETF
BND Vanguard Total Bond Market ETF	$1,812,762	$132,601 ▼	-6.8%	25,209	0.2%	ETF
FOCT FT Vest U.S. Equity Buffer ETF - October	$1,812,287	$1,812,287 ▲	New Holding	42,512	0.2%	ETF
IEUR iShares Core MSCI Europe ETF	$1,810,111	$269,792 ▼	-13.0%	33,533	0.2%	ETF
CAT Caterpillar	$1,805,491	$773,782 ▼	-30.0%	4,977	0.2%	Industrial Products

Showing largest 100 holdings. View all holdings.

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Insigneo Advisory Services, LLC Top Holdings and 13F Report (2025)

About Insigneo Advisory Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Insigneo Advisory Services, LLC Top Holdings and 13F Report (2025)

About Insigneo Advisory Services, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInsigneo Advisory Services, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools