INSIGNEO ADVISORY SERVICES, LLC

Q3 2025 13F Holdings

  • Location
    miami, FL
  • Num holdings

    748

  • Value ($000)

    $1,424,343

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001964958
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
$104.98 M
7 %

412,275

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$81.83 M
6 %

122,836

NVDA
NVDA

NVIDIA CORPORATION

COM
$77.92 M
6 %

417,597

MSFT
MSFT

MICROSOFT CORP

COM
$49.44 M
4 %

95,462

AMZN
AMZN

AMAZON COM INC

COM
$49.28 M
4 %

224,460

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$36.19 M
3 %

60,275

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$35.35 M
3 %

70,323

META
META

META PLATFORMS INC

CL A
$32.76 M
2 %

44,604

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
$30.95 M
2 %

87,070

---

TRANE TECHNOLOGIES PLC

SHS
$30.11 M
2 %

71,350

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