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INSIGNEO ADVISORY SERVICES, LLC13F | |
| INSIGNEO ADVISORY SERVICES, LLC | |
| Last update 2025-04-18 | 578 Stocks (64 new) |
| Value $968.00 Mil | Turnover 12 % |
INSIGNEO ADVISORY SERVICES, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 371,367 | 82,491.8 | -1.75% | 8.520 | -0.17% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
SPY | SPDR S&P 500 ETF Trust | 74,093 | 41,447.1 | +1,664.12% | 4.280 | +4.04% | 0.010 | +19.57% | +7.72% | 643,289.7 | ||
AMZN | Amazon.com Inc | 192,129 | 36,554.4 | +0.21% | 3.770 | +0.01% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
BRK.B | Berkshire Hathaway Inc | 63,054 | 33,581.3 | +10.70% | 3.470 | +0.34% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
MSFT | Microsoft Corp | 83,979 | 31,524.7 | +3.29% | 3.260 | +0.10% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
NVDA | NVIDIA Corp | 277,905 | 30,119.4 | -3.20% | 3.110 | -0.13% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
TT | Trane Technologies PLC | 71,433 | 24,067.3 | +0.28% | 2.490 | +0.01% | 0.030 | +34.56% | +21.71% | 99,762.6 | Construction | |
META | Meta Platforms Inc | 37,243 | 21,465.2 | +6.59% | 2.220 | +0.14% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
GLD | SPDR Gold Shares ETF | 67,106 | 19,335.9 | +7.71% | 2.000 | +0.14% | 0.020 | +0.74% | +27.37% | 101,985.4 | ||
QQQ | INVESCO QQQ Trust | 36,485 | 17,108.6 | +15.54% | 1.770 | +0.24% | 0.010 | +26.52% | +10.07% | 357,775.2 |
INSIGNEO ADVISORY SERVICES, LLC's Historical Top Holdings Breakdowns
INSIGNEO ADVISORY SERVICES, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +4.04% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Add 1664.12% | 74,093 | 69,893 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.34% | 442.66 ($486.15) 534.52 | $473.80 | -2.54% | Add 10.7% | 63,054 | 6,096 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.25% | 663000 ($729331) 801950 | $710,978.50 | -2.52% | Add 50% | 9 | 3 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.24% | 468.34 ($508.07) 539.52 | $561.26 | 10.47% | Add 15.54% | 36,485 | 4,908 | |
TSLA | Tesla Inc | 2025-03-31 | Add Add | +0.24% | 222.15 ($333.26) 428.22 | $329.65 | -1.08% | Add 25.05% | 45,756 | 9,167 | |
VIST | Vista Energy SAB de CV | 2025-03-31 | Add Add | +0.23% | 42.58 ($51.72) 59.5 | $44.56 | -13.84% | Add 357.92% | 60,253 | 47,095 | |
YPF | YPF SA | 2025-03-31 | Add Add | +0.20% | 31.56 ($38.29) 46.03 | $30.73 | -19.74% | Add 143.78% | 93,700 | 55,264 | |
XLE | The Energy Select Sector SPDR Fund | 2025-03-31 | Reduce Reduce | -0.18% | 85.7 ($90.17) 93.96 | $85.96 | -4.67% | Reduce -44.71% | 25,861 | -20,909 | |
MGK | Vanguard Mega Cap Growth ETF | 2025-03-31 | Add Add | +0.18% | 307.43 ($337.36) 357.48 | $374.60 | 11.04% | Add 110.25% | 10,542 | 5,528 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.17% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -1.75% | 371,367 | -6,597 |
INSIGNEO ADVISORY SERVICES, LLC Total Holding History ($B)
INSIGNEO ADVISORY SERVICES, LLC's Asset Allocation
INSIGNEO ADVISORY SERVICES, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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INSIGNEO ADVISORY SERVICES, LLC's Hypothetical Growth since 2025-03-31
INSIGNEO ADVISORY SERVICES, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
INSIGNEO ADVISORY SERVICES, LLC's Holdings Heat Map
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INSIGNEO ADVISORY SERVICES, LLC's Holdings Bubble Chart
INSIGNEO ADVISORY SERVICES, LLC News
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