INSIGNEO ADVISORY SERVICES, LLC

CIK

1964958

Location

MIAMI, FL

Portfolio Value

Small $994,176,063

Diversification

Diversified

Filing Date

Global Rank

#1,771 / 8,622 ▲ 29 · as of Mar 2026

Top Industry

Consumer Electronics 12.7%

3Y Alpha vs SPY

-1.4%

Period ended 4 months ago

Filed May 12, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+66.0%

SPY

+67.9%

Annualised alpha

-0.5%

Max drawdown

−19.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

418 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.0%

−0.2 pts

Top 5

31.9%

−1.3 pts

Top 10

48.2%

−1.0 pts

HHI

319

Diversified−7

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.7%	$275,033,052	62
Unclassified	21.1%	$209,820,580	24
Financial Services	12.9%	$127,779,084	83
Consumer Cyclical	8.9%	$88,502,436	35
Communication Services	8.1%	$80,875,059	14
Industrials	8.0%	$79,864,689	53
Healthcare	4.1%	$40,426,824	47
Energy	3.2%	$31,610,354	22
Consumer Defensive	2.9%	$28,785,881	18
Basic Materials	1.5%	$14,905,392	27
Real Estate	0.9%	$9,264,281	20
Utilities	0.7%	$7,308,431	13

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PSLV	Sprott Physical Silver Trust	+86,850	360,967	$8,803,985
CCL	Carnival Corp Ltd.	+47,067	53,821	$1,392,887
SLV	iShares Silver Trust	+40,846	404,376	$27,554,180
EMD	Western Asset Emerging Markets Debt Fund Inc.	+39,871	140,684	$1,381,516
ET	Energy Transfer LP	+38,270	51,163	$987,445
IBIT	iShares Bitcoin Trust ETF	+31,033	261,236	$10,036,687
NU	Nu Holdings Ltd.	+15,311	49,364	$709,360
NAD	Nuveen Quality Municipal Income Fund	+12,363	26,322	$302,703
GLD	Spdr Gold Trust	+10,933	87,368	$37,593,576
NFLX	Netflix Inc	+10,393	98,766	$9,496,350
AAPL	Apple Inc.	+9,246	389,900	$98,952,721
IAUM	iShares Gold Trust Micro	+9,059	33,760	$1,576,592
AMZN	Amazon Com Inc	+8,399	215,208	$44,821,370
MSFT	Microsoft Corp	+8,140	106,030	$39,249,125
INTC	Intel Corp	+7,611	30,621	$1,351,304
PDI	PIMCO Dynamic Income Fund	+7,370	37,030	$633,583
BAC	Bank Of America Corp /De/	+7,063	92,555	$4,512,056
KO	Coca Cola Co	+6,172	46,833	$3,561,649
TSLA	Tesla, Inc.	+5,844	44,705	$16,619,083
EPD	Enterprise Products Partners L.P.	+5,351	12,694	$480,340
IAU	Ishares Gold Trust	+4,952	57,114	$5,035,170
PTY	Pimco Corporate & Income Opportunity Fund	+4,742	18,244	$220,022
META	Meta Platforms, Inc.	+4,158	50,705	$29,009,851
DOC	Healthpeak Properties, Inc.	+4,062	29,810	$489,778
UBER	Uber Technologies, Inc	+4,007	37,994	$2,732,908
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PBR	Petrobras - Petroleo Brasileiro SA	−61,203	96,316	$1,998,557
T	At&T Inc.	−43,038	82,127	$2,380,861
DBC	Invesco DB Commodity Index Tracking Fund	−39,498	97,927	$2,834,986
ZURA	Zura Bio Ltd	−30,000	25,650	$152,617
RWT	Redwood Trust Inc	−24,900	25,150	$141,091
YPF	Ypf Sociedad Anonima	−23,744	41,180	$1,903,339
VIST	Vista Energy, S.A.B. de C.V.	−16,989	11,142	$840,886
BTQ	BTQ Technologies Corp.	−15,050	56,950	$152,056
ETHA	iShares Ethereum Trust ETF	−13,781	127,362	$2,016,140
BMY	Bristol Myers Squibb Co	−13,373	4,590	$278,383
GOF	Guggenheim Strategic Opportunities Fund	−10,000	25,166	$277,329
NLY	Annaly Capital Management Inc	−7,038	83,678	$1,769,789
ITUB	Itau Unibanco Holding S.A.	−6,597	28,539	$239,156
NVO	Novo Nordisk A S	−6,484	10,471	$384,809
GBTC	Grayscale Bitcoin Trust ETF	−6,115	5,518	$291,129
DIS	Walt Disney Co	−5,916	29,990	$2,890,436
QQQ	Invesco Qqq Trust, Series 1	−5,203	49,920	$28,812,825
GGAL	Grupo Financiero Galicia SA	−5,133	18,569	$867,357
LDI	loanDepot, Inc.	−4,600	14,246	$20,229
NNDM	Nano Dimension Ltd.	−4,000	10,000	$17,000
VZ	Verizon Communications Inc	−3,924	32,147	$1,613,779
CSX	Csx Corp	−3,691	5,919	$242,974
GLW	Corning Inc /Ny	−3,629	9,388	$1,276,486
ENB	Enbridge Inc	−3,578	6,503	$352,072
AVGO	Broadcom Inc.	−3,126	30,546	$9,454,292
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	5,754	$1,134,803
MP	MP Materials Corp. / DE	14,058	$678,439
ZBH	Zimmer Biomet Holdings, Inc.	7,349	$664,496
BKR	Baker Hughes Co	10,422	$636,263
LITE	Lumentum Holdings Inc.	616	$432,900
MNST	Monster Beverage Corp	4,902	$355,198
QSR	Restaurant Brands International Inc.	4,697	$347,108
ROST	Ross Stores, Inc.	1,539	$333,393
AU	AngloGold Ashanti PLC	3,352	$326,350
NBIS	Nebius Group N.V.	3,053	$316,779
LNG	Cheniere Energy, Inc.	1,097	$311,284
GLTR	abrdn Precious Metals Basket ETF Trust	1,400	$306,208
HAL	Halliburton Co	7,748	$302,094
SNY	Sanofi	6,157	$296,644
AGNC	AGNC Investment Corp.	29,397	$294,851
FIX	Comfort Systems USA Inc	199	$274,419
ILMN	Illumina, Inc.	2,019	$248,861
ALB	Albemarle Corp	1,350	$242,365
MSI	Motorola Solutions, Inc.	534	$231,739
WELL	Welltower Inc.	1,162	$229,739
ATI	Ati Inc	1,562	$227,208
FHI	Federated Hermes, Inc.	3,893	$220,772
ODFL	Old Dominion Freight Line, Inc.	1,118	$218,457
AMTB	Amerant Bancorp Inc.	9,883	$217,821
CRSP	CRISPR Therapeutics AG	4,538	$215,872
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CLSK	Cleanspark, Inc.	85,106	$861,272
OXY	Occidental Petroleum Corp /De/	16,725	$687,732
BAR	GraniteShares Gold Trust	11,100	$471,639
VLTO	Veralto Corp	4,369	$435,938
CDNS	Cadence Design Systems Inc	1,287	$402,290
GEHC	GE HealthCare Technologies Inc.	4,901	$401,980
STE	STERIS plc	1,584	$401,575
EXPE	Expedia Group, Inc.	1,318	$373,402
LPLA	LPL Financial Holdings Inc.	1,020	$364,313
HUM	Humana Inc	1,364	$349,361
NXPI	NXP Semiconductors N.V.	1,582	$343,388
FIS	Fidelity National Information Services, Inc.	5,029	$334,227
ADSK	Autodesk, Inc.	1,073	$317,618
HSY	Hershey Co	1,698	$309,002
BCH	Bank Of Chile	8,128	$308,864
JEF	Jefferies Financial Group Inc.	4,832	$299,439
WDAY	Workday, Inc.	1,370	$294,248
CVNA	Carvana Co.	696	$293,725
FLEX	Flex Ltd.	4,841	$292,493
SOFI	SoFi Technologies, Inc.	11,144	$291,749
AFL	Aflac Inc	2,591	$285,709
EL	Estee Lauder Companies Inc	2,521	$263,999
BITB	Bitwise Bitcoin ETF	5,317	$252,876
BXP	BXP, Inc.	3,745	$252,712
J	Jacobs Solutions Inc.	1,899	$251,541
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

418 tracked positions · $994,176,063 total · filing declares 745 positions · $1,407,546,057 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 418 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	389,900	+9,246	$98,952,721	−4.4%	9.95%
SPY	Spdr S&P 500 ETF Trust	Added	124,461	+3,931	$80,941,966	−1.5%	8.14%
NVDA	Nvidia Corp Technology	Reduced	307,496	-1,918	$53,627,302	−7.1%	5.39%
AMZN	Amazon Com Inc Consumer Cyclical	Added	215,208	+8,399	$44,821,370	−6.1%	4.51%
MSFT	Microsoft Corp Technology	Added	106,030	+8,140	$39,249,125	−17.1%	3.95%
GLD	Spdr Gold Trust	Added	87,368	+10,933	$37,593,576	+24.1%	3.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	70,753	+3,473	$33,904,837	+0.3%	3.41%
GOOGL	Alphabet Inc. Communication Services	Reduced	108,011	-375	$31,059,643	−8.4%	3.12%
TT	Trane Technologies plc Industrials	Added	71,575	+231	$29,828,165	+7.4%	3.00%
META	Meta Platforms, Inc. Communication Services	Added	50,705	+4,158	$29,009,851	−5.6%	2.92%
QQQ	Invesco Qqq Trust, Series 1	Reduced	49,920	-5,203	$28,812,825	−14.9%	2.90%
SLV	iShares Silver Trust	Added	404,376	+40,846	$27,554,180	+17.7%	2.77%
TSLA	Tesla, Inc. Consumer Cyclical	Added	44,705	+5,844	$16,619,083	−4.9%	1.67%
JPM	Jpmorgan Chase & Co Financial Services	Added	35,286	+369	$10,379,729	−7.7%	1.04%
IBIT	iShares Bitcoin Trust ETF	Added	261,236	+31,033	$10,036,687	−12.2%	1.01%
NFLX	Netflix Inc Communication Services	Added	98,766	+10,393	$9,496,350	+14.6%	0.96%
AVGO	Broadcom Inc. Technology	Reduced	30,546	-3,126	$9,454,292	−18.9%	0.95%
PSLV	Sprott Physical Silver Trust Financial Services	Added	360,967	+86,850	$8,803,985	+35.8%	0.89%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	8,474	-452	$8,443,747	+9.7%	0.85%
XOM	ExxonMobil Holdings Corp Energy	Added	47,631	+1,157	$8,081,075	+44.5%	0.81%
MU	Micron Technology Inc Technology	Added	21,485	+2,256	$7,258,492	+32.3%	0.73%
V	Visa Inc. Financial Services	Added	23,979	+685	$7,247,412	−11.3%	0.73%
MA	Mastercard Inc Financial Services	Added	13,944	+513	$6,967,259	−9.1%	0.70%
PLTR	Palantir Technologies Inc. Technology	Added	47,268	+2,301	$6,914,363	−13.5%	0.70%
WMT	Walmart Inc. Consumer Defensive	Added	52,194	+2,990	$6,486,670	+18.3%	0.65%
LLY	ELI LILLY & Co Healthcare	Reduced	6,549	-106	$6,023,573	−15.8%	0.61%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	12,795	+619	$5,926,516	+1.3%	0.60%
HON	Honeywell International Inc Industrials	Added	24,121	+2,374	$5,452,070	+28.5%	0.55%
JNJ	Johnson & Johnson Healthcare	Added	21,892	+684	$5,351,280	+21.9%	0.54%
AMD	Advanced Micro Devices Inc Technology	Reduced	25,672	-2,176	$5,222,454	−12.4%	0.53%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	15,295	-654	$5,168,945	+6.6%	0.52%
IAU	Ishares Gold Trust	Added	57,114	+4,952	$5,035,170	+18.9%	0.51%
ALLE	Allegion plc Industrials	Added	33,051	+334	$4,801,979	−7.8%	0.48%
BAC	Bank Of America Corp /De/ Financial Services	Added	92,555	+7,063	$4,512,056	−4.0%	0.45%
CVX	Chevron Corp Energy	Reduced	21,562	-1,116	$4,461,177	+29.1%	0.45%
BA	Boeing Co Industrials	Added	21,564	+3,636	$4,291,882	+10.3%	0.43%
MPC	Marathon Petroleum Corp Energy	Added	17,034	+33	$4,159,362	+50.4%	0.42%
BX	Blackstone Inc. Financial Services	Added	35,203	+2,236	$4,047,992	−20.3%	0.41%
ASML	Asml Holding NV Technology	Added	3,047	+8	$4,024,569	+23.8%	0.40%
GS	Goldman Sachs Group Inc Financial Services	Added	4,489	+404	$3,797,649	+5.8%	0.38%
KO	Coca Cola Co Consumer Defensive	Added	46,833	+6,172	$3,561,649	+25.3%	0.36%
ORCL	Oracle Corp Technology	Reduced	24,153	-1,125	$3,553,147	−27.9%	0.36%
MELI	Mercadolibre Inc Consumer Cyclical	Added	1,972	+395	$3,409,627	+7.3%	0.34%
ABBV	AbbVie Inc. Healthcare	Reduced	15,544	-995	$3,380,664	−10.5%	0.34%
RTX	RTX Corp Industrials	Added	17,515	+2,106	$3,378,643	+19.6%	0.34%
PHYS	Sprott Physical Gold Trust Financial Services	Added	94,308	+3,535	$3,342,275	+11.5%	0.34%
CAT	Caterpillar Inc Industrials	Added	4,535	+245	$3,212,866	+30.7%	0.32%
AXP	American Express Co Financial Services	Added	10,557	+804	$3,193,281	−11.5%	0.32%
HD	Home Depot, Inc. Consumer Cyclical	Added	9,269	+217	$3,048,481	−2.1%	0.31%
MCD	Mcdonalds Corp Consumer Cyclical	Added	9,797	+1,347	$3,044,809	+17.9%	0.31%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.