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

About Insigneo Advisory Services, LLC

Investment Activity

Insigneo Advisory Services, LLC has $969.31 million in total holdings as of March 31, 2025.
Insigneo Advisory Services, LLC owns shares of 634 different stocks, but just 147 companies or ETFs make up 80% of its holdings.
Approximately 8.64% of the portfolio was purchased this quarter.
About 4.63% of the portfolio was sold this quarter.
This quarter, Insigneo Advisory Services, LLC has purchased 626 new stocks and bought additional shares in 269 stocks.
Insigneo Advisory Services, LLC sold shares of 211 stocks and completely divested from 70 stocks this quarter.

Largest Holdings

Apple: $82,491,794
SPDR S&P 500 ETF Trust: $41,447,123
Amazon.com: $36,554,398
Berkshire Hathaway: $33,581,299
Microsoft: $31,524,719

Largest New Holdings this Quarter

L00849106 - Adecoagro: $1,055,788 Holding
46429B655 - iShares Floating Rate Bond ETF: $914,867 Holding
056752108 - Baidu: $825,049 Holding
464287309 - iShares S&P 500 Growth ETF: $778,101 Holding
05613H100 - BNY MELLON ETF TRUST II: $743,754 Holding

Largest Purchases this Quarter

Berkshire Hathaway: 6,096 shares (about $3.25M)
Berkshire Hathaway: 3 shares (about $2.40M)
Tesla: 9,167 shares (about $2.38M)
Invesco QQQ: 4,908 shares (about $2.30M)
Vista Energy: 47,095 shares (about $2.19M)

Largest Sales this Quarter

Energy Select Sector SPDR Fund: 20,909 shares (about $1.95M)
Apple: 6,597 shares (about $1.47M)
Vanguard Total Bond Market ETF: 14,247 shares (about $1.05M)
NVIDIA: 9,200 shares (about $997.10K)
SPDR S&P MidCap 400 ETF Trust: 1,594 shares (about $850.37K)

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	$82,491,794	$1,465,392 ▼	-1.7%	371,367	8.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$41,447,123	$1,257,516 ▲	3.1%	74,093	4.3%	Finance
AMZN Amazon.com	$36,554,398	$77,245 ▲	0.2%	192,129	3.8%	Retail/Wholesale
BRK.B Berkshire Hathaway	$33,581,299	$3,246,608 ▲	10.7%	63,054	3.5%	Finance
MSFT Microsoft	$31,524,719	$1,003,412 ▲	3.3%	83,979	3.3%	Computer and Technology
NVDA NVIDIA	$30,119,380	$997,097 ▼	-3.2%	277,905	3.1%	Computer and Technology
TT Trane Technologies	$24,067,265	$68,058 ▲	0.3%	71,433	2.5%	Construction
META Meta Platforms	$21,465,210	$1,327,347 ▲	6.6%	37,243	2.2%	Computer and Technology
GLD SPDR Gold Shares	$19,335,923	$1,384,513 ▲	7.7%	67,106	2.0%	Finance
QQQ Invesco QQQ	$17,108,591	$2,301,465 ▲	15.5%	36,485	1.8%	Finance
GOOGL Alphabet	$16,932,040	$1,195,834 ▲	7.6%	109,493	1.7%	Computer and Technology
SLV iShares Silver Trust	$12,226,795	$81,194 ▼	-0.7%	394,540	1.3%	ETF
TSLA Tesla	$11,858,167	$2,375,728 ▲	25.1%	45,756	1.2%	Auto/Tires/Trucks
VOO Vanguard S&P 500 ETF	$10,166,642	$1,098,735 ▲	12.1%	19,783	1.0%	ETF
V Visa	$8,659,960	$139,134 ▲	1.6%	24,710	0.9%	Business Services
GOOG Alphabet	$8,245,210	$139,045 ▼	-1.7%	52,776	0.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$7,899,413	$45,135 ▼	-0.6%	32,203	0.8%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$7,691,043	$1,197,535 ▲	18.4%	44,398	0.8%	ETF
IVV iShares Core S&P 500 ETF	$7,239,862	$687,745 ▲	10.5%	12,885	0.7%	ETF
BRK.A Berkshire Hathaway	$7,185,974	$2,395,325 ▲	50.0%	9	0.7%	Finance
NFLX Netflix	$7,018,259	$581,902 ▲	9.0%	7,526	0.7%	Consumer Discretionary
AGG iShares Core U.S. Aggregate Bond ETF	$6,960,300	$186,365 ▼	-2.6%	70,363	0.7%	Finance
MA Mastercard	$6,278,003	$459,861 ▲	7.9%	11,454	0.6%	Business Services
VTV Vanguard Value ETF	$6,121,773	$244,774 ▲	4.2%	35,439	0.6%	ETF
ISHARES BITCOIN TRUST ETF	$5,667,474	$166,878 ▲	3.0%	121,074	0.6%	SHS BEN INT
XOM Exxon Mobil	$5,493,615	$813,124 ▲	17.4%	46,192	0.6%	Energy
LLY Eli Lilly and Company	$5,181,011	$641,742 ▲	14.1%	6,273	0.5%	Medical
COST Costco Wholesale	$5,116,290	$457,724 ▲	9.8%	5,410	0.5%	Retail/Wholesale
SCHD Schwab US Dividend Equity ETF	$4,896,200	$562,221 ▲	13.0%	175,114	0.5%	ETF
HON Honeywell International	$4,795,927	$342,188 ▼	-6.7%	22,649	0.5%	Multi-Sector Conglomerates
WMT Walmart	$4,660,423	$553,692 ▲	13.5%	53,086	0.5%	Retail/Wholesale
BX Blackstone	$4,639,720	$596,861 ▼	-11.4%	33,193	0.5%	Finance
VTI Vanguard Total Stock Market ETF	$4,626,513	$15,117 ▼	-0.3%	16,833	0.5%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$4,620,217	$128,059 ▼	-2.7%	11,004	0.5%	Finance
AVGO Broadcom	$4,516,484	$1,103,211 ▲	32.3%	26,975	0.5%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$4,438,888	$1,262,515 ▲	39.7%	77,684	0.5%	ETF
ALLE Allegion	$4,253,518	$391 ▲	0.0%	32,604	0.4%	Industrials
DIS Walt Disney	$4,220,938	$76,296 ▼	-1.8%	42,765	0.4%	Consumer Discretionary
XLF Financial Select Sector SPDR Fund	$3,917,312	$116,207 ▲	3.1%	78,645	0.4%	ETF
IWM iShares Russell 2000 ETF	$3,904,563	$540,012 ▼	-12.1%	19,573	0.4%	Finance
SHV iShares Short Treasury Bond ETF	$3,842,462	$150,667 ▼	-3.8%	34,786	0.4%	ETF
MELI MercadoLibre	$3,759,245	$325,788 ▲	9.5%	1,927	0.4%	Retail/Wholesale
ANGL VanEck Fallen Angel High Yield Bond ETF	$3,700,198	$419,653 ▲	12.8%	128,212	0.4%	Manufacturing
JNJ Johnson & Johnson	$3,592,203	$206,302 ▲	6.1%	21,661	0.4%	Medical
JAAA Janus Henderson AAA CLO ETF	$3,495,936	$1,033,669 ▲	42.0%	68,940	0.4%	ETF
PCN PIMCO Corporate & Income Strategy Fund	$3,394,755	$2,730 ▲	0.1%	248,700	0.4%	Financial Services
AMPLIFY ETF TR	$3,382,789	$67,181 ▲	2.0%	279,108	0.3%	AMPLIFY JUNIOR S
BAC Bank of America	$3,326,776	$326,789 ▼	-8.9%	79,721	0.3%	Finance
KO Coca-Cola	$3,317,647	$173,893 ▲	5.5%	46,323	0.3%	Consumer Staples
YPF YPF Sociedad Anónima	$3,283,248	$1,936,451 ▲	143.8%	93,700	0.3%	Energy
MGK Vanguard Mega Cap Growth ETF	$3,256,213	$1,707,489 ▲	110.3%	10,542	0.3%	ETF
CRM Salesforce	$3,255,330	$765,123 ▲	30.7%	12,130	0.3%	Computer and Technology
HD Home Depot	$3,215,138	$131,200 ▲	4.3%	8,773	0.3%	Retail/Wholesale
CVX Chevron	$3,184,710	$186,027 ▼	-5.5%	19,037	0.3%	Energy
VXUS Vanguard Total International Stock ETF	$3,157,847	$255,355 ▲	8.8%	50,851	0.3%	ETF
DBC Invesco DB Commodity Index Tracking Fund	$3,105,428	$72,900 ▲	2.4%	138,019	0.3%	Finance
UNH UnitedHealth Group	$3,096,810	$263,959 ▼	-7.9%	5,913	0.3%	Medical
BABA Alibaba Group	$3,096,602	$673,985 ▲	27.8%	23,418	0.3%	Retail/Wholesale
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$3,025,270	$549,021 ▲	22.2%	71,149	0.3%	ETF
VGT Vanguard Information Technology ETF	$3,022,232	$1,627 ▼	-0.1%	5,572	0.3%	ETF
PALANTIR TECHNOLOGIES INC	$2,999,209	$432,124 ▼	-12.6%	35,536	0.3%	CL A
PANW Palo Alto Networks	$2,979,861	$75,081 ▲	2.6%	17,463	0.3%	Computer and Technology
ORCL Oracle	$2,947,536	$801,687 ▲	37.4%	21,082	0.3%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$2,942,940	$979,535 ▲	49.9%	14,253	0.3%	ETF
TIP iShares TIPS Bond ETF	$2,938,590	$54,102 ▲	1.9%	26,452	0.3%	ETF
VOE Vanguard Mid-Cap Value ETF	$2,917,654		0.0%	18,174	0.3%	ETF
SHOP Shopify	$2,825,915	$185,231 ▲	7.0%	29,597	0.3%	Computer and Technology
ABBV AbbVie	$2,820,525	$10,476 ▲	0.4%	13,462	0.3%	Medical
AXP American Express	$2,805,969	$71,030 ▲	2.6%	10,429	0.3%	Finance
VIST Vista Energy	$2,805,380	$2,192,743 ▲	357.9%	60,253	0.3%	Energy
VT Vanguard Total World Stock ETF	$2,793,931	$44,757 ▲	1.6%	24,096	0.3%	ETF
XLV Health Care Select Sector SPDR Fund	$2,676,911	$229,963 ▼	-7.9%	18,334	0.3%	ETF
IR Ingersoll Rand	$2,657,636	$1,441 ▲	0.1%	33,208	0.3%	Industrials
PBR Petróleo Brasileiro S.A. - Petrobras	$2,602,710	$57,546 ▼	-2.2%	181,500	0.3%	Energy
MPC Marathon Petroleum	$2,502,517	$152,100 ▼	-5.7%	17,177	0.3%	Energy
TLT iShares 20+ Year Treasury Bond ETF	$2,482,636	$323,062 ▲	15.0%	27,273	0.3%	ETF
VGK Vanguard FTSE Europe ETF	$2,474,836	$145,475 ▲	6.2%	35,249	0.3%	ETF
PFF iShares Preferred and Income Securities ETF	$2,469,219	$181,430 ▲	7.9%	80,352	0.3%	ETF
MCD McDonald's	$2,454,987	$93,714 ▲	4.0%	7,859	0.3%	Retail/Wholesale
SPROTT PHYSICAL GOLD TR	$2,432,466	$342,855 ▲	16.4%	101,100	0.3%	UNIT
XLE Energy Select Sector SPDR Fund	$2,416,732	$1,953,963 ▼	-44.7%	25,861	0.2%	ETF
FXI iShares China Large-Cap ETF	$2,395,869	$155,008 ▲	6.9%	66,849	0.2%	ETF
PG Procter & Gamble	$2,386,594	$24,882 ▼	-1.0%	14,004	0.2%	Consumer Staples
GDXJ VanEck Junior Gold Miners ETF	$2,355,488	$52,681 ▲	2.3%	41,180	0.2%	ETF
AMD Advanced Micro Devices	$2,336,821	$39,452 ▼	-1.7%	22,745	0.2%	Computer and Technology
EWJ iShares MSCI Japan ETF	$2,326,995	$213,496 ▼	-8.4%	33,941	0.2%	ETF
CRWD CrowdStrike	$2,314,437	$236,944 ▲	11.4%	6,564	0.2%	Computer and Technology
IAU iShares Gold Trust	$2,311,881	$634,705 ▲	37.8%	39,211	0.2%	Finance
TSM Taiwan Semiconductor Manufacturing	$2,265,182	$137,279 ▼	-5.7%	13,646	0.2%	Computer and Technology
T AT&T	$2,258,356	$298,524 ▲	15.2%	79,857	0.2%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$2,236,270	$50,772 ▼	-2.2%	36,866	0.2%	ETF
GS The Goldman Sachs Group	$2,210,320	$305,927 ▲	16.1%	4,046	0.2%	Finance
EEM iShares MSCI Emerging Markets ETF	$2,204,642	$141,415 ▼	-6.0%	50,449	0.2%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$2,142,013	$404,405 ▲	23.3%	27,135	0.2%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$2,036,039	$811,677 ▼	-28.5%	18,733	0.2%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$2,024,982	$1,676,937 ▲	481.8%	24,477	0.2%	Manufacturing
SRLN SPDR Blackstone Senior Loan ETF	$2,008,026	$453,010 ▲	29.1%	48,821	0.2%	ETF
IEUR iShares Core MSCI Europe ETF	$1,987,115	$29,895 ▼	-1.5%	33,036	0.2%	ETF
C Citigroup	$1,982,934	$58,495 ▲	3.0%	27,933	0.2%	Finance
VALE Vale	$1,966,908	$1,455,054 ▲	284.3%	197,085	0.2%	Basic Materials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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