INSIGNEO ADVISORY SERVICES, LLC

CIK

1964958

Location

MIAMI, FL

Portfolio Value

Small $983,893,316

Diversification

Diversified

Filing Date

Global Rank

#1,770 / 8,603 ▲ 26 · as of Mar 2026

Top Industry

Consumer Electronics 12.8%

3Y Alpha vs SPY

-1.7%

Period ended 3 months ago

Filed May 12, 2026 · 58d

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.4%

SPY

+76.0%

Annualised alpha

-1.8%

Max drawdown

−19.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.1%

−0.2 pts

Top 5

32.3%

−1.2 pts

Top 10

48.7%

−0.9 pts

HHI

325

Diversified−7

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.7%	$272,458,244	62
Unclassified	21.3%	$209,614,777	24
Financial Services	13.0%	$127,763,670	83
Consumer Cyclical	9.0%	$88,502,436	35
Communication Services	8.2%	$80,875,059	14
Industrials	8.1%	$80,019,819	53
Healthcare	4.1%	$40,426,824	47
Consumer Defensive	2.9%	$28,785,881	18
Energy	2.4%	$23,529,279	21
Basic Materials	1.6%	$15,344,615	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
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
APTV	Aptiv PLC	3,268	$248,662
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

417 positions · $983,893,316 total · 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 417 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%	10.06%
SPY	Spdr S&P 500 ETF Trust	Added	124,461	+3,931	$80,941,966	−1.5%	8.23%
NVDA	Nvidia Corp Technology	Reduced	307,496	-1,918	$53,627,302	−7.1%	5.45%
AMZN	Amazon Com Inc Consumer Cyclical	Added	215,208	+8,399	$44,821,370	−6.1%	4.56%
MSFT	Microsoft Corp Technology	Added	106,030	+8,140	$39,249,125	−17.1%	3.99%
GLD	Spdr Gold Trust	Added	87,368	+10,933	$37,593,576	+24.1%	3.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	70,753	+3,473	$33,904,837	+0.3%	3.45%
GOOGL	Alphabet Inc. Communication Services	Reduced	108,011	-375	$31,059,643	−8.4%	3.16%
TT	Trane Technologies plc Industrials	Added	71,575	+231	$29,828,165	+7.4%	3.03%
META	Meta Platforms, Inc. Communication Services	Added	50,705	+4,158	$29,009,851	−5.6%	2.95%
QQQ	Invesco Qqq Trust, Series 1	Reduced	49,920	-5,203	$28,812,825	−14.9%	2.93%
SLV	iShares Silver Trust	Added	404,376	+40,846	$27,554,180	+17.7%	2.80%
TSLA	Tesla, Inc. Consumer Cyclical	Added	44,705	+5,844	$16,619,083	−4.9%	1.69%
JPM	Jpmorgan Chase & Co Financial Services	Added	35,286	+369	$10,379,729	−7.7%	1.05%
IBIT	iShares Bitcoin Trust ETF	Added	261,236	+31,033	$10,036,687	−12.2%	1.02%
NFLX	Netflix Inc Communication Services	Added	98,766	+10,393	$9,496,350	+14.6%	0.97%
AVGO	Broadcom Inc. Technology	Reduced	30,546	-3,126	$9,454,292	−18.9%	0.96%
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%	0.86%
MU	Micron Technology Inc Technology	Added	21,485	+2,256	$7,258,492	+32.3%	0.74%
V	Visa Inc. Financial Services	Added	23,979	+685	$7,247,412	−11.3%	0.74%
MA	Mastercard Inc Financial Services	Added	13,944	+513	$6,967,259	−9.1%	0.71%
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%	0.66%
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	$5,717,955	+28.5%	0.58%
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%	0.53%
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%	0.49%
BAC	Bank Of America Corp /De/ Financial Services	Added	92,555	+7,063	$4,512,056	−4.0%	0.46%
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%	0.44%
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%	0.41%
GS	Goldman Sachs Group Inc Financial Services	Added	4,489	+404	$3,797,649	+5.8%	0.39%
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%	0.35%
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%	0.33%
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%
PCN	Pimco Corporate & Income Strategy Fund Financial Services	Reduced	250,450	-250	$2,980,355	−6.8%	0.30%