INSIGNEO ADVISORY SERVICES, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IA INSIGNEO ADVISORY SERVICES, LLC | Institutional Filer | ▲ 0.80% | $1.40B | 736 |
Current Portfolio Holdings
Showing all 736 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 390K | $99.0M | 7.05% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 124K | $80.9M | 5.76% |
| 3 | NVDA | NVIDIA Corporation | Technology | 307K | $53.6M | 3.82% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 215K | $44.8M | 3.19% |
| 5 | MSFT | Microsoft Corporation | Technology | 106K | $39.2M | 2.79% |
| 6 | GLD | SPDR GOLD TR | — | 87K | $37.6M | 2.68% |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 71K | $33.9M | 2.41% |
| 8 | GOOGL | Alphabet Inc. | Technology | 108K | $31.1M | 2.21% |
| 9 | TT | Trane Technologies plc | Industrials | 72K | $29.8M | 2.12% |
| 10 | META | Meta Platforms, Inc. | Technology | 51K | $29.0M | 2.07% |
| 11 | QQQ | Invesco QQQ Trust | — | 50K | $28.8M | 2.05% |
| 12 | SLV | ISHARES SILVER TR | — | 404K | $27.6M | 1.96% |
| 13 | GOOG | Alphabet Inc. | Technology | 66K | $18.8M | 1.34% |
| 14 | TSLA | Tesla, Inc. | Consumer Cyclical | 45K | $16.6M | 1.18% |
| 15 | VOO | VANGUARD INDEX FDS | — | 26K | $15.4M | 1.10% |
Showing 1 to 15 of 736 holdings