INSIGNEO ADVISORY SERVICES, LLC
Q2 2025 13F Holdings
- Locationmiami, FL
- Num holdings
678
- Value ($000)
$1,164,263
- Date Filed08/12/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $77.73M | 7 % | 378,848 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $55.18M | 5 % | 349,287 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $49.95M | 4 % | 80,851 | ||
AMZN AMAZON COM INC | COM | 023135106 | $46.10M | 4 % | 210,144 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $44.66M | 4 % | 89,785 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $31.90M | 3 % | 65,670 | ||
TRANE TECHNOLOGIES PLC | SHS | G8994E103 | $31.22M | 3 % | 71,369 | ||
META META PLATFORMS INC | CL A | 30303M102 | $29.93M | 3 % | 40,544 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $23.05M | 2 % | 75,627 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $22.66M | 2 % | 41,079 |
Rows Per Page
10
- 10
- 50
- 100