INSIGNEO ADVISORY SERVICES, LLC

Q4 2024 13F Holdings

  • Location
    miami, FL
  • Num holdings

    626

  • Value ($000)

    $968,317

  • Date Filed
    02/13/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$94.65M
10 %

377,964

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$42.11M
4 %

71,845

AMZN
AMZN

AMAZON COM INC

COM
023135106
$42.06M
4 %

191,723

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$38.56M
4 %

287,105

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$34.27M
4 %

81,306

---

TRANE TECHNOLOGIES PLC

SHS
G8994E103
$26.31M
3 %

71,231

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$25.82M
3 %

56,958

META
META

META PLATFORMS INC

CL A
30303M102
$20.46M
2 %

34,940

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$19.26M
2 %

101,760

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$16.14M
2 %

31,577

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 626