INSIGNEO ADVISORY SERVICES, LLC
Top Portfolio Positions
416 positions ·
$959,799,819 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
389,900 | $98,952,721 | 10.31% |
| SPY |
Spdr S&P 500 ETF Trust
|
124,461 | $80,941,966 | 8.43% |
| NVDA |
Nvidia Corp
Technology
|
307,496 | $53,627,302 | 5.59% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
215,208 | $44,821,370 | 4.67% |
| MSFT |
Microsoft Corp
Technology
|
106,030 | $39,249,125 | 4.09% |
| GLD |
Spdr Gold Trust
|
87,368 | $37,593,576 | 3.92% |
| GOOGL |
Alphabet Inc.
Communication Services
|
108,011 | $31,059,643 | 3.24% |
| TT |
Trane Technologies plc
Industrials
|
71,575 | $29,828,165 | 3.11% |
| META |
Meta Platforms, Inc.
Communication Services
|
50,705 | $29,009,851 | 3.02% |
| QQQ |
Invesco Qqq Trust, Series 1
|
49,920 | $28,812,825 | 3.00% |
Portfolio Trend
Holdings in ETHA
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,016,140 | 127,362 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,165,837 | 141,143 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,577,898 | 145,284 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,866,056 | 97,853 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,329,207 | 96,180 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,428,623 | 96,031 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,690,833 | 85,960 | Shares | Sole | 2024-11-15 | |
| No quarters match your search. | ||||||