INSIGNEO ADVISORY SERVICES, LLC
747 holdingsFiling period: 2026-03-31Current AUM: $1.56Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 389.9K | $99.0M | $120.4M | 7.72% | +9.2K | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 124.5K | $80.9M | $93.0M | 5.96% | +3.9K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 307.5K | $53.6M | $61.7M | 3.96% | -1,918 | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 215.2K | $44.8M | $58.4M | 3.75% | +8.4K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 106.0K | $39.2M | $49.3M | 3.16% | +8.1K | 2026-03-31 |
| 6 | GLD | SPDR GOLD TR | 87.4K | $37.6M | $32.5M | 2.08% | +10.9K | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 70.8K | $33.9M | $33.9M | 2.17% | +3.5K | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 108.0K | $31.1M | $38.5M | 2.47% | -375 | 2026-03-31 |
| 9 | — | TRANE TECHNOLOGIES PLC | 71.6K | $29.8M | $29.8M | 1.91% | +231 | 2026-03-31 |
| 10 | META | META PLATFORMS INC | 50.7K | $29.0M | $28.2M | 1.81% | +4.2K | 2026-03-31 |
| 11 | QQQ | INVESCO QQQ TR | 49.9K | $28.8M | $34.3M | 2.20% | -5,203 | 2026-03-31 |
| 12 | SLV | ISHARES SILVER TR | 404.4K | $27.6M | $21.2M | 1.36% | +40.8K | 2026-03-31 |
| 13 | GOOG | ALPHABET INC | 65.6K | $18.8M | $23.4M | 1.50% | +4.4K | 2026-03-31 |
| 14 | TSLA | TESLA INC | 44.7K | $16.6M | $13.9M | 0.89% | +5.8K | 2026-03-31 |
| 15 | VOO | VANGUARD INDEX FDS | 25.8K | $15.4M | $17.7M | 1.13% | +2.7K | 2026-03-31 |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | 74.9K | $14.4M | $16.1M | 1.03% | +12.2K | 2026-03-31 |
| 17 | IVV | ISHARES TR | 20.1K | $13.1M | $15.1M | 0.97% | +1.3K | 2026-03-31 |
| 18 | JPM | JPMORGAN CHASE & CO | 35.3K | $10.4M | $12.4M | 0.80% | +369 | 2026-03-31 |
| 19 | IBIT | ISHARES BITCOIN TRUST ETF | 261.2K | $10.0M | $9.3M | 0.60% | +31.0K | 2026-03-31 |
| 20 | NFLX | NETFLIX INC. | 98.8K | $9.5M | $7.1M | 0.45% | +10.4K | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 30.5K | $9.5M | $11.9M | 0.76% | -3,126 | 2026-03-31 |
| 22 | AGG | ISHARES TR | 93.8K | $9.3M | $9.1M | 0.59% | -3,871 | 2026-03-31 |
| 23 | SILJ | AMPLIFY ETF TR | 302.4K | $9.0M | $7.3M | 0.47% | +31.9K | 2026-03-31 |
| 24 | PSLV | SPROTT ASSET MANAGEMENT LP | 361.0K | $8.8M | $6.8M | 0.44% | +86.8K | 2026-03-31 |
| 25 | CPAI | NORTHERN LTS FD TR III | 209.4K | $8.7M | $10.6M | 0.68% | +152.1K | 2026-03-31 |
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