Filer Name: INSIGNEO ADVISORY SERVICES, LLC
CIK: 1964958
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 626
Portfolio Value: $0.97B

Insigneo Advisory Services, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 377,964 $95M 9.77% -4.5% -
SPY US SPDR S&P 500 ETF TRUST 71,845 $42M 4.35% 12.5% -
AMZN US AMAZON.COM INC 191,723 $42M 4.34% -4.5% -
NVDA US NVIDIA CORP 287,105 $39M 3.98% -1.5% -
MSFT US MICROSOFT CORP 81,306 $34M 3.54% -4.9% -
TT US TRANE TECHNOLOGIES PLC 71,231 $26M 2.72% 0.0% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 56,958 $26M 2.67% 3.1% -
META US META PLATFORMS INC-CLASS A 34,940 $20M 2.11% -8.0% -
GOOGL US ALPHABET INC-CL A 101,760 $19M 1.99% 5.6% -
QQQ US INVESCO QQQ TRUST SERIES 1 31,577 $16M 1.67% 8.3% -
GLD US SPDR GOLD SHARES 62,301 $15M 1.56% -4.6% -
TSLA US TESLA INC 36,589 $15M 1.53% -11.2% -
SLV US ISHARES SILVER TRUST 397,160 $10M 1.08% 14.3% -
GOOG US ALPHABET INC-CL C 53,666 $10M 1.06% -11.8% -
VOO US VANGUARD S&P 500 ETF 17,645 $10M 0.98% -21.0% -
JPM US JPMORGAN CHASE & CO 32,387 $8M 0.80% -2.3% -
V US VISA INC-CLASS A SHARES 24,313 $8M 0.79% -3.2% -
AGG US ISHARES CORE U.S. AGGREGATE 72,247 $7M 0.72% -6.0% -
IVV US ISHARES CORE S&P 500 ETF 11,661 $7M 0.71% 58.7% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 37,485 $7M 0.68% 41.4% -
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