Latest INSIGNEO ADVISORY SERVICES, LLC Stock Portfolio
INSIGNEO ADVISORY SERVICES, LLC Performance:
2025 Q3: 6.31%YTD: 14.31%2024: 16.69%
Performance for 2025 Q3 is 6.31%, and YTD is 14.31%, and 2024 is 16.69%.
About INSIGNEO ADVISORY SERVICES, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, INSIGNEO ADVISORY SERVICES, LLC reported an equity portfolio of $1.4 Billions as of 30 Sep, 2025.
The top stock holdings of INSIGNEO ADVISORY SERVICES, LLC are AAPL, SPY, NVDA. The fund has invested 7.4% of it's portfolio in APPLE INC and 5.7% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off NUVEEN MUN HIGH INCOME OPPOR, GLOBAL X FDS (BITS) and SUPER MICRO COMPUTER INC (SMCI) stocks. They significantly reduced their stock positions in OKLO INC (ALCC), ALLSTATE CORP (ALL) and VANGUARD SPECIALIZED FUNDS (VIG). INSIGNEO ADVISORY SERVICES, LLC opened new stock positions in BITMINE IMMERSION TECNOLOGIE (BMNR), SPDR INDEX SHS FDS (CWI) and GLOBAL X FDS (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to ROBINHOOD MKTS INC (HOOD), GRAYSCALE ETHEREUM MINI TR E and SELECT SECTOR SPDR TR (XLB).
The top stock holdings of INSIGNEO ADVISORY SERVICES, LLC are AAPL, SPY, NVDA. The fund has invested 7.4% of it's portfolio in APPLE INC and 5.7% of portfolio in SPDR S&P 500 ETF TR.
The fund managers got completely rid off NUVEEN MUN HIGH INCOME OPPOR, GLOBAL X FDS (BITS) and SUPER MICRO COMPUTER INC (SMCI) stocks. They significantly reduced their stock positions in OKLO INC (ALCC), ALLSTATE CORP (ALL) and VANGUARD SPECIALIZED FUNDS (VIG). INSIGNEO ADVISORY SERVICES, LLC opened new stock positions in BITMINE IMMERSION TECNOLOGIE (BMNR), SPDR INDEX SHS FDS (CWI) and GLOBAL X FDS (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to ROBINHOOD MKTS INC (HOOD), GRAYSCALE ETHEREUM MINI TR E and SELECT SECTOR SPDR TR (XLB).
INSIGNEO ADVISORY SERVICES, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that INSIGNEO ADVISORY SERVICES, LLC made a return of 6.31% in the last quarter. In trailing 12 months, it's portfolio return was 16.86%.
New Buys
| Ticker | $ Bought |
|---|---|
| bitmine immersion tecnologie | 1,569,480 |
| spdr index shs fds | 1,455,320 |
| global x fds | 1,449,200 |
| tidal trust i | 925,630 |
| ark 21shares bitcoin etf | 892,748 |
| calamos etf tr | 842,582 |
| ishares tr | 682,416 |
| ishares tr | 659,359 |
New stocks bought by INSIGNEO ADVISORY SERVICES, LLC
Additions
| Ticker | % Inc. |
|---|---|
| robinhood mkts inc | 308 |
| grayscale ethereum mini tr e | 220 |
| principal exchange traded fd | 190 |
| select sector spdr tr | 177 |
| grayscale ethereum trust etf | 172 |
| vistra corp | 133 |
| ishares tr | 118 |
| marsh & mclennan cos inc | 103 |
Additions to existing portfolio by INSIGNEO ADVISORY SERVICES, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| oklo inc | -48.78 |
| vaneck etf trust | -42.3 |
| vale s a | -41.37 |
| lauder estee cos inc | -35.32 |
| zoetis inc | -35.26 |
| sherwin williams co | -33.75 |
| transdigm group inc | -31.13 |
| workday inc | -29.06 |
INSIGNEO ADVISORY SERVICES, LLC reduced stake in above stock
Sold off
Sector Distribution
INSIGNEO ADVISORY SERVICES, LLC has about 45.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 45.3 |
| Technology | 22.2 |
| Consumer Cyclical | 7.2 |
| Communication Services | 6.8 |
| Financial Services | 5.8 |
| Industrials | 5.1 |
| Healthcare | 2.9 |
| Consumer Defensive | 1.7 |
| Energy | 1.2 |
Market Cap. Distribution
INSIGNEO ADVISORY SERVICES, LLC has about 52.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 45.3 |
| MEGA-CAP | 35.3 |
| LARGE-CAP | 17.5 |
Stocks belong to which Index?
About 51.5% of the stocks held by INSIGNEO ADVISORY SERVICES, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 49.9 |
| Others | 48.5 |
| RUSSELL 2000 | 1.6 |
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 685 stocks in it's portfolio. About 37.1% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for INSIGNEO ADVISORY SERVICES, LLC last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAL | american airls group inc | 0.03 | 38,926 | 437,528 | added | 14.92 | ||
| AAPL | apple inc | 7.37 | 412,275 | 104,978,000 | added | 8.82 | ||
| AAXJ | ishares tr | 0.31 | 39,596 | 4,374,960 | added | 13.79 | ||
| AAXJ | ishares tr | 0.20 | 20,501 | 2,834,060 | added | 14.12 | ||
| AAXJ | ishares tr | 0.19 | 84,803 | 2,681,470 | added | 7.14 | ||
| AAXJ | ishares tr | 0.12 | 8,430 | 1,764,040 | added | 4.98 | ||
| AAXJ | ishares tr | 0.12 | 17,903 | 1,693,620 | added | 3.4 | ||
| AAXJ | ishares tr | 0.07 | 12,823 | 1,041,070 | added | 25.36 | ||
| AAXJ | ishares tr | 0.06 | 9,753 | 889,669 | added | 5.4 | ||
| AAXJ | ishares tr | 0.05 | 11,808 | 767,627 | reduced | -9.13 | ||
| AAXJ | ishares tr | 0.05 | 7,172 | 682,416 | new | |||
| AAXJ | ishares tr | 0.05 | 6,943 | 660,904 | added | 10.31 | ||
| AAXJ | ishares tr | 0.04 | 11,977 | 635,146 | added | 2.79 | ||
| AAXJ | ishares tr | 0.04 | 4,200 | 501,944 | added | 12.09 | ||
| ABBV | abbvie inc | 0.27 | 16,351 | 3,785,810 | reduced | -0.31 | ||
| ABNB | airbnb inc | 0.06 | 6,689 | 812,178 | reduced | -10.46 | ||
| ABT | abbott labs | 0.11 | 11,328 | 1,517,250 | reduced | -14.33 | ||
| ACES | alps etf tr | 0.03 | 11,321 | 366,914 | unchanged | 0.00 | ||
| ACM | aecom | 0.03 | 3,531 | 460,690 | reduced | -10.97 | ||
| ACN | accenture plc ireland | 0.07 | 4,253 | 1,048,740 | added | 8.52 | ||