INSIGNEO ADVISORY SERVICES, LLC

Q3 2025 13F Holdings

  • Location
    miami, FL
  • Num holdings

    748

  • Value ($000)

    $1,424,343

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001964958
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$104.98M
7 %

412,275

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$81.83M
6 %

122,836

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$77.92M
6 %

417,597

M
MSFT

MICROSOFT CORP

COM
594918104
$49.44M
4 %

95,462

A
AMZN

AMAZON COM INC

COM
023135106
$49.28M
4 %

224,460

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$36.19M
3 %

60,275

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$35.35M
3 %

70,323

M
META

META PLATFORMS INC

CL A
30303M102
$32.76M
2 %

44,604

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$30.95M
2 %

87,070

---

TRANE TECHNOLOGIES PLC

SHS
G8994E103
$30.11M
2 %

71,350

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 748