Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
INSIGNEO ADVISORY SERVICES, LLC (CIK 1964958) reported $1.41B across 729 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($99.0M, 7.03%), SPY ($80.9M, 5.75%), NVDA ($53.6M, 3.81%), AMZN ($44.8M, 3.18%), MSFT ($39.2M, 2.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $99.0M | 7.03% | 389,900 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $80.9M | 5.75% | 124,461 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $53.6M | 3.81% | 307,496 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $44.8M | 3.18% | 215,208 | Added |
| 5 | MSFT | MICROSOFT CORP | $39.2M | 2.79% | 106,030 | Added |
| 6 | GLD | SPDR GOLD TR | $37.6M | 2.67% | 87,368 | Added |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.9M | 2.41% | 70,753 | Added |
| 8 | GOOGL | ALPHABET INC | $31.1M | 2.21% | 108,011 | Trimmed |
| 9 | TT | TRANE TECHNOLOGIES PLC | $29.8M | 2.12% | 71,575 | Added |
| 10 | META | META PLATFORMS INC | $29.0M | 2.06% | 50,705 | Added |
| 11 | QQQ | INVESCO QQQ TR | $28.8M | 2.05% | 49,920 | Trimmed |
| 12 | SLV | ISHARES SILVER TR | $27.6M | 1.96% | 404,376 | Added |
| 13 | GOOG | ALPHABET INC | $18.8M | 1.34% | 65,604 | Added |
| 14 | TSLA | TESLA INC | $16.6M | 1.18% | 44,705 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $15.4M | 1.09% | 25,751 | Added |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $14.4M | 1.02% | 74,862 | Added |
| 17 | IVV | ISHARES TR | $13.1M | 0.93% | 20,128 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $10.4M | 0.74% | 35,286 | Added |
| 19 | IBIT | ISHARES BITCOIN TRUST ETF | $10.0M | 0.71% | 261,236 | Added |
| 20 | NFLX | NETFLIX INC. | $9.5M | 0.67% | 98,766 | Added |
| 21 | AVGO | BROADCOM INC | $9.5M | 0.67% | 30,546 | Trimmed |
| 22 | AGG | ISHARES TR | $9.3M | 0.66% | 93,818 | Trimmed |
| 23 | SILJ | AMPLIFY ETF TR | $9.0M | 0.64% | 302,443 | Added |
| 24 | PSLV | SPROTT ASSET MANAGEMENT LP | $8.8M | 0.63% | 360,967 | Added |
| 25 | CPAI | NORTHERN LTS FD TR III | $8.7M | 0.62% | 209,367 | Added |
Source: SEC Form 13F filings · as of 2026-03-31