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INSIGNEO ADVISORY SERVICES, LLC 13F portfolio summary

INSIGNEO ADVISORY SERVICES, LLC of INSIGNEO ADVISORY SERVICES, LLC has 884 current stock holdings with a reported portfolio value of $2.67B. The portfolio 1 year return is +19.39%. Top holdings include AAPL (5.65%), SPY (4.78%), NVDA (3.89%), AMZN (3.22%), GOOGL (2.92%).

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INSIGNEO ADVISORY SERVICES, LLC

INSIGNEO ADVISORY SERVICES, LLC
Latest filing: 2026-06-30

INSIGNEO ADVISORY SERVICES, LLC runs INSIGNEO ADVISORY SERVICES, LLC and currently holds 884 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $2.67B. Their top holdings are AAPL, SPY, NVDA, AMZN, GOOGL. The top five represent 20.5% of reported portfolio weight. INSIGNEO ADVISORY SERVICES, LLC ranks #397 out of 1000 investors tracked by Alpha Score. In the most recent quarter, INSIGNEO ADVISORY SERVICES, LLC initiated 6 new positions. They added to 89 existing positions. They trimmed 4 positions. Their current best-performing preview position is SOXL with returns of +456.69%.

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Top 5 Holdings
AAPL5.7%
SPY4.8%
NVDA3.9%
AMZN3.2%
GOOGL2.9%
Top 5: 20.5%
Portfolio Returns
1 Year
+19.39%
#710/1000
3 Year
+64.00%
#586/1000
5 Year
+98.56%
#289/1000

Portfolio Value

$2.67B

Alpha Score

63.6

#397 of 1000

Holdings

884

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884 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AAPL
APPLE INC
5.65%$199.74$309.35+54.88%
Added
+33.74%
SPY
STATE STR SPDR S&P 500 ETF T
4.78%$598.52$765.62+27.92%
Added
+37.17%
NVDA
NVIDIA CORPORATION
3.89%$133.37$214.76+61.03%
Added
+68.72%
AMZN
AMAZON COM INC
3.22%$175.80$258.63+47.12%
Added
+67.43%
GOOGL
ALPHABET INC
2.92%$240.25$344.82+43.53%
Added
+101.72%
MSFT
MICROSOFT CORP
2.80%$353.77$483.24+36.60%
Added
+89.19%
QQQ
INVESCO QQQ TR
2.65%$586.98$713.44+21.54%
Added
+92.06%
META
META PLATFORMS INC
2.44%$485.75$549.90+13.21%
Added
+128.19%
MU
MICRON TECHNOLOGY INC
2.30%$734.57$966.78+31.61%
Added
+147.18%
AVGO
BROADCOM INC
1.85%$334.72$368.45+10.08%
Added
+328.46%

Showing 1-10 of 884