INSIGNEO ADVISORY SERVICES, LLC
Top Portfolio Positions
418 positions ·
$992,098,885 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
389,900 | $98,952,721 | 9.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
124,461 | $80,941,966 | 8.16% | |
| NVDA |
Nvidia Corp
Technology
|
307,496 | $53,627,302 | 5.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
215,208 | $44,821,370 | 4.52% | |
| MSFT |
Microsoft Corp
Technology
|
106,030 | $39,249,125 | 3.96% | |
| GLD |
Spdr Gold Trust
|
87,368 | $37,593,576 | 3.79% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
70,753 | $33,904,837 | 3.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
108,011 | $31,059,643 | 3.13% | |
| TT |
Trane Technologies plc
Industrials
|
71,575 | $29,828,165 | 3.01% | |
| META |
Meta Platforms, Inc.
Communication Services
|
50,705 | $29,009,851 | 2.92% |
Portfolio Trend
14 quarters · across all stocks
Holdings in BMEZ
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,950 | 17,406 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $260,530 | 17,311 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $212,074 | 14,707 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $207,739 | 14,568 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $214,992 | 14,429 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $352,742 | 24,496 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $642,169 | 40,541 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,019,289 | 66,360 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,811,258 | 110,510 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,657,662 | 113,151 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,626,514 | 112,874 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,849,417 | 112,632 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,987,704 | 118,953 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,017,071 | 130,724 | Shares | Sole | 2023-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||