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Latest INSIGNEO ADVISORY SERVICES, LLC Stock Portfolio

$2.67Billion | No. of Holdings #827

INSIGNEO ADVISORY SERVICES, LLC Performance

2026 Q2+7.76%
YTD+4.15%
2025+16.35%

About INSIGNEO ADVISORY SERVICES, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, INSIGNEO ADVISORY SERVICES, LLC reported an equity portfolio of $2.7 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of INSIGNEO ADVISORY SERVICES, LLC are AAPL, SPY, NVDA. The fund has invested 5.7% of it's portfolio in APPLE INC and 4.8% of portfolio in STATE STR SPDR S&P 500 ETF T. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), CARNIVAL CORP (CCL) and ROYAL GOLD INC (RGLD) stocks. They significantly reduced their stock positions in AMPLIFY ETF TR (AMLX), ISHARES TR (ACWF) and DIREXION SHARES ETF TRUST (DRN). INSIGNEO ADVISORY SERVICES, LLC opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), GLOBAL X FDS (AGNG) and EA SERIES TRUST (BOB). The fund showed a lot of confidence in some stocks as they added substantially to BARRICK MNG CORP, NUCOR CORP (NUE) and AMPHENOL CORP (APH).
INSIGNEO ADVISORY SERVICES, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$2.67Billion
  as of Aug 14, 2026

INSIGNEO ADVISORY SERVICES, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that INSIGNEO ADVISORY SERVICES, LLC made a return of 7.76% in the last quarter. In trailing 12 months, it's portfolio return was 15.4%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco exchange traded fd t12,704,800
global x fds5,280,770
ea series trust5,212,720
tidal trust ii4,906,270
j p morgan exchange traded f4,390,220
global x fds4,155,270
honeywell intl inc3,993,260
honeywell aerospace inc3,909,800
New stocks bought by INSIGNEO ADVISORY SERVICES, LLC

Additions

Ticker% Inc.
barrick mng corp7,616
nucor corp6,692
amphenol corp2,092
select sector spdr tr1,310
vaneck etf trust1,174
first tr exchange-traded fd1,093
etf ser solutions1,067
international business machs914
Additions to existing portfolio by INSIGNEO ADVISORY SERVICES, LLC

Reductions

Ticker% Reduced
amplify etf tr-77.4
direxion shares etf trust-72.56
block inc-55.14
grupo financiero galicia s.a-38.96
coinbase global inc-36.75
first tr exchng traded fd vi-35.19
select sector spdr tr-30.3
petroleo brasileiro s a-29.14
INSIGNEO ADVISORY SERVICES, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by INSIGNEO ADVISORY SERVICES, LLC

Sector Distribution

INSIGNEO ADVISORY SERVICES, LLC has about 43.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Healthcare
  • Consumer Defensive
Sector%
Others43.8
Technology24.9
Communication Services8.6
Financial Services5.4
Consumer Cyclical5
Industrials4.2
Healthcare4.1
Consumer Defensive1.2

Market Cap. Distribution

INSIGNEO ADVISORY SERVICES, LLC has about 55.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP44
UNALLOCATED43.8
LARGE-CAP11.3

Stocks belong to which Index?

About 53.2% of the stocks held by INSIGNEO ADVISORY SERVICES, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50053.2
Others45.8
Top 5 Winners (%)%
DRN
direxion shares etf trust
291.0 %
INTC
intel corp
193.1 %
YNDX
nebius group n.v.
155.4 %
IFRX
inflarx nv
150.4 %
DDOG
datadog inc
106.1 %
Top 5 Winners ($)$
MU
micron technology inc
30.4 M
AMD
advanced micro devices inc
18.7 M
AAPL
apple inc
16.2 M
SPY
state str spdr s&p 500 etf t
14.2 M
QQQ
invesco qqq tr
11.6 M
Top 5 Losers (%)%
PPLT
abrdn platinum etf trust
-86.3 %
NUKK
t3 defense inc
-76.2 %
VAW
vanguard world fd
-72.8 %
VB
vanguard index fds
-69.6 %
EDV
vanguard world fd
-65.6 %
Top 5 Losers ($)$
VAW
vanguard world fd
-14.4 M
EDV
vanguard world fd
-9.6 M
VB
vanguard index fds
-8.2 M
GLD
spdr gold tr
-6.8 M
NFLX
netflix inc.
-5.6 M

INSIGNEO ADVISORY SERVICES, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of INSIGNEO ADVISORY SERVICES, LLC

INSIGNEO ADVISORY SERVICES, LLC has 827 stocks in it's portfolio. About 32.5% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. MU was the most profitable stock for INSIGNEO ADVISORY SERVICES, LLC last quarter.

$2.57BTotal Value
497Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of INSIGNEO ADVISORY SERVICES, LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAAU
Goldman Sachs Physical Gold

Goldman Sachs Physical Gold

AAAU
INSIGNEO ADVISORY SERVICES, LLC's holding in Goldman Sachs Physical Gold over time
0.02%12,500
$494.6K
0.02%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INSIGNEO ADVISORY SERVICES, LLC's holding in Ishares Tr over time
0.23%82,012
$6.24M
0.23%
increased 26.01 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INSIGNEO ADVISORY SERVICES, LLC's holding in Ishares Tr over time
0.17%28,780
$4.52M
0.17%
increased 7.29 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INSIGNEO ADVISORY SERVICES, LLC's holding in Ishares Tr over time
0.15%36,028
$3.98M
0.15%
increased 8.56 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INSIGNEO ADVISORY SERVICES, LLC's holding in Ishares Tr over time
0.14%15,859
$3.84M
0.14%
increased 20.24 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INSIGNEO ADVISORY SERVICES, LLC's holding in Ishares Tr over time
0.11%99,787
$3.04M
0.11%
decreased 5.86 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INSIGNEO ADVISORY SERVICES, LLC's holding in Ishares Tr over time
0.11%19,877
$2.82M
0.11%
increased 2.82 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INSIGNEO ADVISORY SERVICES, LLC's holding in Ishares Tr over time
0.09%26,266
$2.48M
0.09%
decreased 4.91 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INSIGNEO ADVISORY SERVICES, LLC's holding in Ishares Tr over time
0.06%12,545
$1.50M
0.06%
increased 11.18 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INSIGNEO ADVISORY SERVICES, LLC's holding in Ishares Tr over time
0.05%12,798
$1.23M
0.05%
increased 84.73 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INSIGNEO ADVISORY SERVICES, LLC's holding in Ishares Tr over time
0.04%22,034
$1.15M
0.04%
increased 79.74 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INSIGNEO ADVISORY SERVICES, LLC's holding in Ishares Tr over time
0.04%13,706
$1.10M
0.04%
increased 3.7 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INSIGNEO ADVISORY SERVICES, LLC's holding in Ishares Tr over time
0.03%9,259
$876.7K
0.03%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INSIGNEO ADVISORY SERVICES, LLC's holding in Ishares Tr over time
0.03%6,995
$821.6K
0.03%
increased 12.71 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INSIGNEO ADVISORY SERVICES, LLC's holding in Ishares Tr over time
0.02%5,123
$551.3K
0.02%
unchanged 0 percentunchanged
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
INSIGNEO ADVISORY SERVICES, LLC's holding in Etf Ser Solutions over time
0.19%31,009
$5.13M
0.19%
increased 1067.95 percentadded