INSIGNEO ADVISORY SERVICES, LLC
Top Portfolio Positions
417 positions ·
$960,278,544 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
389,900 | $98,952,721 | 10.30% | |
| SPY |
Spdr S&P 500 ETF Trust
|
124,461 | $80,941,966 | 8.43% | |
| NVDA |
Nvidia Corp
Technology
|
307,496 | $53,627,302 | 5.58% | |
| 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 | 3.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
108,011 | $31,059,643 | 3.23% | |
| 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 INVZ
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,990 | 30,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $25,590 | 30,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $61,200 | 30,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $49,200 | 30,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,560 | 30,000 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $50,400 | 30,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $25,833 | 31,200 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $28,953 | 31,200 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $42,120 | 31,200 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||