INSIGNEO ADVISORY SERVICES, LLC 13F Holdings
CIK 0001964958 · MIAMI, FL
As of Sep 30, 2025, INSIGNEO ADVISORY SERVICES, LLC reported 748 positions worth
CIK 0001964958 · MIAMI, FL
As of Sep 30, 2025, INSIGNEO ADVISORY SERVICES, LLC reported 748 positions worth
.2B in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 412,275 | 05.0M | 8.68% |
| SPDR S&P 500 ETF TRUST | SPY | — | 122,836 | $81.8M | 6.76% |
| NVIDIA CORP | NVDA | Technology | 417,597 | $77.9M | 6.44% |
| MICROSOFT CORP | MSFT | Technology | 95,462 | $49.4M | 4.09% |
| AMAZON.COM INC | AMZN | Equity | 224,460 | $49.3M | 4.07% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 60,275 | $36.2M | 2.99% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 70,323 | $35.4M | 2.92% |
| META PLATFORMS INC | META | Communication Services | 44,604 | $32.8M | 2.71% |
| SPDR GOLD TRUST | GQ9 | — | 87,070 | $31.0M | 2.56% |
| TRANE TECHNOLOGIES PLC | TT | Basic Materials | 71,350 | $30.1M | 2.49% |
| ALPHABET INC | GOOGL | Equity | 106,798 | $26.0M | 2.15% |
| TESLA INC | TSLA | Consumer Cyclical | 56,340 | $25.1M | 2.07% |
| ISHARES SILVER TRUST | SLV | — | 425,931 | 8.0M | 1.49% |
| ISHARES BITCOIN TRUST ETF | IBIT | — | 266,208 | 7.3M | 1.43% |
| ALPHABET INC | GOOG | Equity | 64,728 | 5.8M | 1.30% |
| VANGUARD 500 INDEX FUND | VOO | — | 24,724 | 5.1M | 1.25% |
| ISHARES CORE S&P 500 ETF | IVV | — | 19,840 | 3.3M | 1.10% |
| MSCI INC | MSCI | Financial Services | 21,135 | 2.0M | 0.99% |
| NETFLIX INC | NFLX | Communication Services | 8,976 | 0.8M | 0.89% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 56,512 | 0.7M | 0.89% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 33,774 | 0.7M | 0.88% |
| BROADCOM INC | AVGO | Technology | 30,696 | 0.1M | 0.84% |
| VISA INC-CLASS A SHARES | V | Financial Services | 24,464 | $8.4M | 0.69% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 45,105 | $8.2M | 0.68% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 8,230 | $7.6M | 0.63% |