INSIGNEO ADVISORY SERVICES, LLC
Q1 2025 13F Holdings
- Locationmiami, FL
- Num holdings
634
- Value ($000)
$969,312
- Date Filed04/18/2025
- Form type13F-HR
- CIK0001964958
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $82.49M | 9 % | 371,367 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $41.45M | 4 % | 74,093 | ||
AMZN AMAZON COM INC | COM | 023135106 | $36.55M | 4 % | 192,129 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $33.58M | 4 % | 63,054 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $31.52M | 3 % | 83,979 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $30.12M | 3 % | 277,905 | ||
TRANE TECHNOLOGIES PLC | SHS | G8994E103 | $24.07M | 3 % | 71,433 | ||
META META PLATFORMS INC | CL A | 30303M102 | $21.47M | 2 % | 37,243 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $19.34M | 2 % | 67,106 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $17.11M | 2 % | 36,485 |
Rows Per Page
10
- 10
- 50
- 100